Customer Service Internal Controls

PERFORMANCE EVALUATION & DEVELOPMENT PLAN

NAME: OSORO EVANS CHOROKE

PERFORMANCE PERIOD

****/****

JOB TITLE: REGESTRY CLERK

DATE APPOINTED TO POSITION: JULY 2019

DEPARTMENT/SECT: FINANCE AND ADMINSTRATION

SUPERVISOR’S NAME & TITLE/DIVISIONAL: EZEKIEL ATEKA ASSISSTANT MANAGER FINANCE FREIGHT

Current job description for the staff member has been developed/updated and the Departmental objectives have been taken into account

Yes No

A. PERFORMANCE PLANNING

OBJECTIVES

INITIATIVES

KPI

WEIGHT

TIMEFRAME

TARGET

ACTUAL

SCORE

Finance

1.Manage and timely record of all invoices and documents for future reference

2.Scanning all invoices and documents to EDMS system

Meeting deadlines and accuracy as well as ensuring timely posting of transaction invoices in EDMS for record and management

40%

BY JUNE 2025

Posting invoices once received and forwarding for payment as well as ensuring accurate book keeping of records from time to time

Customer

Providing customer service

Having excellent customer relations

Relevant and accurate information to clients

Prompt response to customer complains

25%

BY JUNE 2025

Providing relevant information on request from time to time

Internal processes

Implement and comply to internal controls

Set and implement internal control

Compliance to internal controls

Set internal controls

25%

BY JUNE 2025

Review of processes for continuous improvement and compliance to internal proceses and controls

Learning/Growth

Staff productivity and development trainings and motivation.

Set tasks are done within required time

10%

BY JUNE 2025

Ensuring personal growth through training for the benefit of the company

Enhance productivity

Both the Appraiser and the Appraisee confirm that the above objectives/targets for the year 2020/2021 have been discussed and agreed upon.

Signed: Appraiser: Appraisee:

(B) PERFORMANCE ASSESSMENT (please transfer the objectives to this section for rating)

OBJECTIVES

RATING

RATING SCALE (Maximum score is 80%)

SO 1

finance

5 – Frequently Exceeds Performance (A)

4 - Exceeds Expectations (B)

3 – Satisfactory/Meets Expectations (C)

2 - Needs Improvement (D)

1 - Unsatisfactory (E)

SO 2

customer

SO 3

Internal process

SO 4

Learning growth

PERCENTAGE RATING

C)

COMPETENCIES

RATING

RATING SCALE (Maximum score is 20%)

a.

TECHNICAL KNOWLEDGE

(knowledge of, and skill in the exercise of, practices required for successful accomplishment of a business, job or task)

PLEASE RATE THE KEY COMPETENCIES USING THE RATING SCALE BELOW:

5 – Excellent

4 – Very Good

3 – Good/Satisfactory

2 – Fair/needs Improvement

1 - Unsatisfactory

b.

RESULTS ORIENTED

(focuses on desired results, and sets and achieves challenging goals)

c.

COMMUNICATION SKILLS

( degree to which goals are achieved through effective and appropriate interactions)

d.

FLEXIBILITY AND TEAMWORK

(Ability to adjust to different roles while being a good fit in your team for achievement of results.)

PERCENTAGE RATING

OVERALL PERCENTAGE SCORE B+C D) TRAINING/DEVELOPMENT PLAN FOR THE PERIOD

Key Activities or tasks where skills are required

Essential skills/ Knowledge to be acquired

Strategy for Acquiring skills/ knowledge

Time Frame

Organization skills and workflow management

TRAINING

BY APRIL 2025

Administrative operations and coordination course

TRAINING

BY APRIL 2025

Office management and effective administration skills

TRAINING

BY JUNE 20225

E) CONFIRMATION

Both the appraiser and the appraisee must sign to confirm that the Part B & C (assessment/ratings) and Part D (training development plan) have been discussed and agreed upon.

EMPLOYEE’S SIGNATURE: DATE:

SUPERVISORS SIGNATURE: DATE:

HOD’S SIGNATURE DATE:

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