Appraisal - Sample 07374 2017

XYZ BANK LTD.
PERFORMANCE APPRAISAL
OFFICER AND ABOVE OR DEPARTMENT HEAD OR BRANCH MANAGER
Month Year
Date of Joining Ashadh 2070 Name MR. Dhakal
Date into this Job Ashadh 2073 Department Branch Manager- Y Nagar
Period Reviewed From Shrawan 2073 Job Title Branch Manager
To Ashadh 2074 Position Junior Officer
Last Review Date Ashadh 2073 Date July 11, 2017
Reviewed by Mr. Basnet (Then-BM Budhanilakantha )
SECTION – I (A) : PERFORMANCE

(a) What results are you trying to achieve? (b) Extent of Achievement?
(to be completed by reviewee) “000” (to be completed by reviewer)
 Was the top 6 branch country-wise (best in western region) in terms of saving deposit
growth volume for first six months of current FY 2073/74.
 Was consistently in top three branches in western region in terms of no of saving deposits
accounts opened during most part of this FY.
 Initiated water bill payment system and played significant role in making EGEK campaign
a great success in western region.
 Total FD target exceeded by 32% ( Target 91M achieved 119M)
 Total Saving target is decreased by 2.34% from LY ( Incremental Target 337M, LY
215M,TY 213M)
(Though we were able to collect fresh deposit of NPR 123M (saving: 54M, FD: 69M)
from new accounts opened this FY. However, due to low retention rate saving deposit
seems decreased.)
 Total Call deposit decreased by achieved by 35% ( Target 108M, achieved 35M, LY
72M)
 Total Current deposit target achieved by 22 % (Target 566M, achieved 392M, LY 355M);
overall growth rate of 11%.
 Total No of account target achieved by 31% ( Target 4,000 achieved 1,201)
 Total Card target achieved by 21.50% ( Target 1,500 Achieved 323K)
 Total Mobile banking target achieved by 19% ( Target 2,500 Achieved 466)
SECTION – I (B):
PERFORMANCE FACTORS
This rating will represent your appraisal of the employee's performance on his/her job. The value of it depends upon the impartiality and sound judgement used.
Carefully study each factor and the description. Check ( ) accordingly in the boxes which best fits the reportee's performance. After completion discuss rating with the
employee and comment on the back.
PERFORMANCE FACTORS Outstanding Commendable Highly Competent Adequate Below Remarks

Competent Standard
a. Overall achievement of
objectives
b. Knowledge:
Job Experience
Related Activities
General Awareness of current trends/
Developments in functional area
c. Problem Identification
Adaptability
Comprehension
Logical Thinking
Eye for detail
Able to assimilate and present facts
d. Interpersonal
Subordinate development
Relation with Peers
Delegation
Relation with customers
Team Work
e. Leadership:
Organisation Skills
Inspiration to subordinates
Desire to change/improve
f. Planning:
Conceptualizing ability
Foresight
Prioritization
Integration of action plans
Work organisation
g. Judgement:
Organisational Sensitivity
Decisiveness
Quality of decisions
h. Resourcefulness:
Drive & Determination

Tolerance of pressure
Initiative
Self Starter
Tackling Difficulties
i. Innovation:
Extent of Imagination
Practicability of ideas
Risk taking ability
Creative problem solving
j. Responsibility:
Exercise of authority
Taking up challenge
Accepting accountability
SECTION II Overall Performance Rating
Outstanding Exceptionally high level of achievement and managerial skills consistently displayed. Makes an
exceptional and unique contribution to the organization. A clear role model for all.
Commendable Performance consistently exceeds expectations in all dimensions and managerial skills consistently
displayed.
Highly Competent Consistent strong level of performance, goals are consistently achieved. Produces a remarkable
amount of high-quality work and managerial skills displayed.
Competent Good level of achievement and managerial skills displayed. Works to Job description and one who
gets things done and delivers on time.
Adequate Continuous average performance and above average performance at times. Does not consistently
follow through on commitments.
Below Standard Does not meet effective performance standard for the position.
SECTION III
Record of any achievement, awards received and/or personal action taken on the employee during the period or review :
Acquisition of Academic Degree Written/Verbal warning issued during the review period.
(e.g. SLC, MBA, CA etc.)
Successful completion of job-related training Written/verbal letter/ disciplinary action taken during the review period.
(only formal trainings to be included)
Any commendations on file. Frequent untidy attire.
No of days sick leave taken. Absence without information/authorization and habitual tardiness.
SECTION IV: DEVELOPMENT PLANS

Training/development needs to overcome weaknesses and to build on the strengths identified above.
 Offering more challenging jobs (e.g. branches with bigger portfolios having mid corporate and trade based loans)
 Training and interactions with professional from banks abroad about international trend in banking
 Training and seminar on leadership development, business identification, HR management etc
Time set for improvement to take place :

 Three months if provided the more challenging jobs
 Starting immediately after the trainings and seminar
Date :
SECTION V: REPORTEE'S COMMENTS
Whether the reportee considers the report a fair performance assessment.
Date: Reportee's Signature
SECTION VI :
ASSESSMENT OF POTENTIAL
To be completed in consultation with the reporting Officers immediate superior.
MOST SUITED FOR

Functional Areas :
- Accounts - Credit - Administration - Marketing - Investment Banking
- Operations - IT - Trade Finance - Any other

SECTION VII: ADDITIONAL REMARKS (IF ANY)
Date : Signature
Reviewer’s Comments
Date : Reviewer’s Signature
SECTION VIII: For the use of Human Resources Department

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XYZ BANK LTD.

SECTION – I (A) : PERFORMANCE

PERFORMANCE FACTORS Outstanding Commendable Highly Competent Adequate Below Remarks

Drive & Determination

SECTION II Overall Performance Rating

Any commendations on file. Frequent untidy attire.

SECTION IV: DEVELOPMENT PLANS

Time set for improvement to take place :

Whether the reportee considers the report a fair performance assessment.

Date: Reportee's Signature

MOST SUITED FOR

- Accounts - Credit - Administration - Marketing - Investment Banking

- Operations - IT - Trade Finance - Any other

Date : Reviewer’s Signature

SECTION VIII: For the use of Human Resources Department

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