Based on the following job description and list of competencies for a software sales position, please...

Based on the following job description and list of competencies for a software sales position, please create a performance appraisal form that contains the basic components as well as the desirable features of a performance appraisal form.

Job description: Responsible for selling company software programs to schools in designated districts. Individuals are responsible for project managing the preparation of customized sales material for each school in their districts. Salespeople are also responsible for preparing and giving sales presentations to relevant district employees. Finally, the salesperson is responsible for identifying and cultivating key relationships in his/her districts.

Competencies:

Project Management: organizes and plans projects, completes in timely fashion, and performs at a high quality level
Sales Performance: total sales meet company standards, and demonstrates aggressive but ethical sales practice
New Clients: makes in-roads into school districts, schedules presentations to prospective clients, and closes contracts
Client Relationships: maintains effective client relationships, able to upgrade and deliver new services to clients, and receives praise from clients
Technical Expertise: understands software packages, able to teach clients how to best use software, and can troubleshoot with clients

Expert Solution

A performance appraisal form would typically consist of the below sections.
1. A rating scale (usually a 5-point scale and can vary depending on the organization)
2. Job descriptions (job areas for creating measurement goals)
3. Goals set/to be set (for measurable targets)
4. Core Competencies/ Key Result Areas (performance areas specific to the role and department)
5. Professional Development (initiatives to be taken for continuous improvement and growth)

For the given Job Description and Competencies, a sample performance appraisal form is given below.

Rating scale:
5 Excellent (consistently exceeds standards)
4 Outstanding (frequently exceeds standards)
3 Satisfactory (generally meets standards)
2 Needs improvement (frequently fails to meet standards)
1 Unacceptable (fails to meet standards)

Employee Name	Reviewer Name
Department	Review Date
Competency Level	Date of Last Review

SECTION 1: OBJECTIVES:

Objective	Action Items	Outcomes	Employee Assessment	Reviewer Assessment
Increase number of sales presentations to relevant district employees by N% over the previous year	Schedule presentations for district employees by <Date> Track and report on presentations made on a weekly basis to revisit presentations if needed to achieve the objective
Increase conversion rate of marketing qualified leads to sales qualified leads by N% over previous year results.	Develop specific campaigns to involve and groom marketing qualified prospects, <specify periodicity> Modify programs to speeden conversions by <specific approach> Work with inside sales team to further qualify leads before being taken up by field sales team.
Increase likes on social media by N%	Enhance social media approach by sharing at least <N> in-depth information pieces with each follower via social media Engage with industry influencers and build relationships Partner with industry entities for sponsorship of virtual events


SECTION 2: Competency Performance Review

Core Competencies	Weightage	Rating	Comments
1. Project Management: organizes and plans projects, completes in timely fashion, and performs at a high quality level	20%
2. Sales Performance: total sales meet company standards, and demonstrates aggressive but ethical sales practice	20%
3. New Clients: makes in-roads into school districts, schedules presentations to prospective clients, and closes contracts	20%
4. Client Relationships: maintains effective client relationships, able to upgrade and deliver new services to clients, and receives praise from clients	20%
5.Technical Expertise: understands software packages, able to teach clients how to best use software, and can troubleshoot with clients	20%


SECTION 3: PROFESSIONAL DEVELOPMENT
Undergo a training on presentation skills
Pursue the Certification Program in Digital Marketing by completing <n> online Learning courses

General Comments:

OVERALL RATING:

Section 1 (40%):
Section 2 (40%):
Section 3 (20%):

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