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Current salary €58000. Bonus €6000.
Average salary scale on grade: €55000 plus €5500 bonus.
Personal circumstances: Married with all children now at university or polytechnic.
Appraisal report: all appraisals include a rating out of ten followed by comments.
Appearance: (9) Excellent. Administration: (6) Some problems on maintaining control of
routine administration. Attendance record: timing (10) Excellent, 5 days sickness.
Budgetary performance: (5) Some reporting departments badly over budget particularly
data processing. Technical skills (6) Limited accounting knowledge in certain areas has
caused problems with audits and overseas terms and conditions. Lack of understanding of
new technology has also cramped firm developments. New project performance: (5) New
projects slow to be completed. Customer contact: (3) Slow to respond to customer
enquiries and particular demands. Supplier contact: (5) Problems with getting payment
and subcontracts completed on time. Contact with superiors: (9) Generally well regarded,
reacts well to comment. Contact with equals: (5) Considered difficult to get on with.
Contact with subordinates/shop floor: (5) Regarded as unapproachable. Subordinate
development: (4) Staff are expected to stick to narrow tasks and not to consider taking on
wider responsibility or to suggest improvements. Promotion potential: (5) Is unlikely to
progress beyond the current level unless many of the major skills problems are overcome.
General comments (line manager): A has continued to find the technical aspects of the job
difficult to cope with and also has difficulty with the supervision of staff. A's attitude
remains positive, and given the right type of support will be able to overcome these
problem areas.
General comments (Finance Director): I am trying to deal with the demands of rapid
change with too few subordinates that can be trusted to carry out work effectively. This
inevitably has meant that many of the tasks that have been given to the finance
department for completion have not been effectively handled. With a larger number of
effective subordinates this would not be a problem.
A Siddiqui current appraisal report
Current position: Finance director. Age: 56. Number of years with company: 36.
Reporting structure: Managing Director.
Line responsibility: finance manager. 8 subordinate staff. Staff responsibility: Sales &
marketing, production. Skills level: 3/4.
Past history: Entered Burke Engineering after working in accounts office of local firm for 3
years. Qualified as CIMA after 15 years.
Years in current position: 16. Special skills: Knowledge of Burke Engineering customers.
Training over last year: 15 days on information technology and accounting, 10 days on
management skills and implementation.
Personal circumstances: Married with all children now at university or polytechnic.
Appraisal report: all appraisals include a rating out of ten followed by comments.
Appearance: (9) Excellent. Administration: (7) Some problems on maintaining control of
routine administration. Attendance record: timing (7) problems with sickness with 20 days
absence. Budgetary performance: (6) Introduction of new controls still not completed and
budgetary control still limited. Technical skills (6) Limited accounting knowledge in certain
areas has caused problems with audits and overseas terms and conditions. Lack of
understanding of new technology has also cramped firm developments. New project
performance: (7) New projects still facing problems for completion. Customer contact: (5)
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