The Performance Appraisal Form For Sales Manager is a critical human resources document used in Australian businesses to conduct formal performance evaluations of sales management personnel. This document is designed to align with Australian employment law requirements, including the Fair Work Act 2009 and relevant state legislation. It should be used during scheduled performance reviews, typically conducted annually or bi-annually, to assess key performance areas including sales target achievement, team leadership, strategic planning, and customer relationship management. The form includes both quantitative and qualitative evaluation metrics, development planning sections, and space for feedback from both the evaluator and the sales manager being evaluated. It serves as an official record of performance discussions and agreed-upon objectives for future periods.
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1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and date of review
2. Performance Rating Scale: Explanation of the rating system used in the appraisal (e.g., 1-5 scale with definitions for each rating level)
3. Key Performance Indicators (KPIs): Quantitative assessment of sales targets, revenue goals, team performance metrics, and other measurable objectives
4. Leadership and Management Skills: Assessment of team management, leadership capabilities, and staff development activities
5. Sales Strategy and Implementation: Evaluation of strategic planning, market analysis, and execution of sales initiatives
6. Customer Relationship Management: Assessment of client relationship handling, account management, and customer satisfaction levels
7. Overall Performance Summary: Final performance rating and summary of key achievements and areas for improvement
8. Development Plan: Agreed-upon action items for improvement and professional development goals for the next period
9. Acknowledgment and Signatures: Space for employee and manager signatures, dates, and any final comments
1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders when 360-degree feedback is part of the appraisal process
2. Compliance and Risk Management: Assessment of adherence to regulatory requirements and risk management practices, particularly relevant for regulated industries
3. Budget Management: Evaluation of financial management skills and budget adherence, if the role includes significant financial responsibilities
4. Innovation and Process Improvement: Assessment of contributions to business improvement and innovation initiatives, if this is a focus area
5. Remote Team Management: Specific section for evaluating management of remote or hybrid teams, if applicable
1. Schedule A - KPI Calculations and Metrics: Detailed breakdown of KPI calculations, targets, and actual achievement figures
2. Schedule B - Competency Framework: Detailed competency framework used for assessment of leadership and management skills
3. Schedule C - Development Resources: List of available training programs, resources, and development opportunities
4. Appendix 1 - Performance Improvement Plan Template: Template to be used if performance improvement plan is required
5. Appendix 2 - Previous Period Goals Review: Review of goals and objectives set in the previous appraisal period
Relevant legal definitions
Clauses
Relevant Industries
Retail
Technology
Manufacturing
Professional Services
Financial Services
Telecommunications
Consumer Goods
Healthcare
Real Estate
Automotive
Mining and Resources
Construction
Media and Entertainment
Education and Training
Relevant Teams
Human Resources
Sales
Senior Management
Operations
Learning & Development
Legal
Compliance
Performance Management
Relevant Roles
Sales Manager
Regional Sales Manager
National Sales Manager
Area Sales Manager
Territory Sales Manager
Business Development Manager
Sales Team Leader
Head of Sales
Sales Director
VP of Sales
Chief Sales Officer
Commercial Manager
Branch Manager
Retail Manager
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