Mike Luther works as a BDM for a remote position. He has been in his current role for one year. In his self-appraisal, Mike discusses his main duties including team collaboration, lead generation, and sales activities. He reflects on the past year being exciting but learning how to improve his leadership skills. Mike aims to help his team generate more meetings and achieve sales targets in the coming year through activities like checking the appointment process and ensuring a warm sales pipeline. He would like training to enhance his technical knowledge of the company's services. Mike met some but not all of his sales goals for the past year and has set higher targets for the next year.
Mike Luther works as a BDM for a remote position. He has been in his current role for one year. In his self-appraisal, Mike discusses his main duties including team collaboration, lead generation, and sales activities. He reflects on the past year being exciting but learning how to improve his leadership skills. Mike aims to help his team generate more meetings and achieve sales targets in the coming year through activities like checking the appointment process and ensuring a warm sales pipeline. He would like training to enhance his technical knowledge of the company's services. Mike met some but not all of his sales goals for the past year and has set higher targets for the next year.
Mike Luther works as a BDM for a remote position. He has been in his current role for one year. In his self-appraisal, Mike discusses his main duties including team collaboration, lead generation, and sales activities. He reflects on the past year being exciting but learning how to improve his leadership skills. Mike aims to help his team generate more meetings and achieve sales targets in the coming year through activities like checking the appointment process and ensuring a warm sales pipeline. He would like training to enhance his technical knowledge of the company's services. Mike met some but not all of his sales goals for the past year and has set higher targets for the next year.
Mike Luther works as a BDM for a remote position. He has been in his current role for one year. In his self-appraisal, Mike discusses his main duties including team collaboration, lead generation, and sales activities. He reflects on the past year being exciting but learning how to improve his leadership skills. Mike aims to help his team generate more meetings and achieve sales targets in the coming year through activities like checking the appointment process and ensuring a warm sales pipeline. He would like training to enhance his technical knowledge of the company's services. Mike met some but not all of his sales goals for the past year and has set higher targets for the next year.
year or period covered: One Year time in present position: One Year length of service: One Year
Appraisal date & time: 7th July 2023 appraisal venue: Thane appraiser: Mr. Ama Pots
Part A Appraisee to complete before the interview and return to the appraiser by (date) 7 July 2023 th
A1 State your understanding of your main duties and responsibilities.
Team Collaboration Lead Generation/Prospecting Market research Sales strategy and planning Sales forecasting Cold calling Cold email campaign Appointment generation Discovery calls Client Nurturing Contract Drafting Account management
A2 Discussion points:
1. Has the past year been good/bad/satisfactory or otherwise for you, and why? It was a pretty amazing year. I have managed to close the deals and helped my team in their training. I got one meeting initially and it got converted into a customer. The start was really exciting and full of motivation. I was naïve in team handling but I am learning day by day new techniques of leadership.
2. What do you consider to be your most important achievements of the past year? One of my clients was in a problem with the deliverables and the pricing. I pitched him our services and he liked our engagement model. He was so impressed by our work and really liked our support. I felt that I have provided a solution to his problem.
3. What do you like and dislike about working for this organization? * Likes:- Positive work environment, Freedom of decision-making, great leadership and communication, Work-life balance, and growth opportunities. BD team should get the USA Holidays.
4. What elements of your job do you find most difficult?
*When there are no meetings and closures coming to the pipeline it feels more frustrating. As I couldn’t meet my targets. *Rejection Handling *Negotiation and closing deals *Handling multiple priorities.
5. What elements of your job interest you the most, and least? *I am learning every day a new chapter in this job role. I am an enthusiastic person and love exploring new ways to construct the sales process. If plan A is not working, I am trying plan B. I like being into sales because I can provide a solution to customers problem. 6. What do you consider to be your most important aims and tasks in the next year? *I would check with the team’s appointment generation process. I want them to level up and get as many meetings so we could hit the target. I will personally make sure that the prospects/clients pipeline should be warm. *Achieving targets. *Upselling. *Continuous learning.
7. What action could be taken to improve your performance in your current position by you, and your boss? * Share feedback on my performance as it helps me improve myself in the long run. * How can we check the trend and practices of the industries? So accordingly, we could target the Companies. * Focus on existing clients so we could get repeat businesses and referrals.
8. What kind of work or job would you like to be doing in one/two/five years’ time? *In the next year: I would try to improve the team’s no and mine for meetings/closures. *In the next two years: I will learn the technical aspects of our services so if no technical person is present on that call but I should easily manage that situation. *In the next five years: I will lead a team of around 10 reps and will do an onsite Face-to-Face closure.
Rate yourself in points from 1 to 10. 1 means worst & 10 means Best
9. What sort of training/experiences would benefit you in the next year? Not just job skills - also your natural strengths and personal passions you'd like to develop - you and your work can benefit from these. *I want to be technically sound in terms of our services and capabilities so I could enhance my knowledge. * Sales training programs like webinars. *Sales leadership and management.
10. Performance (Last Past Year):
Sr. Topic Individual Team Members Total Team Contribution
No. Contribution Contribution 1 No. of meetings 24 23 47 2 Total Contracts/Orders Won 6 0 6 3 Project Based 3 0 3 4 Resource Based 3 0 3
11. Performance (Next One Year):
Sr. Topic Individual Team Members Total Team Contribution
No. Contribution Contribution 1 No. of meetings 35 30 65 2 Total Contracts/Orders Won 18 6 18 3 Project Based 6 3 9 4 Resource Based 12 + 3 (Process) 3 9 feedback key skill/capability skill/capability question Your Score, Explanations (By Employee) score by area element number HR
Sincerity Sincerity 1 10
Present Days 2 9 Attendance Time Punctual 3 10
On Time 4 10 Delivery Time Before Time 5 10
Late 6
In Team 8 8 (Team didn’t meet their Targets)
Performance Individual 9 9 (I have not meet my Target)
10
% of satisfaction 11 9 Where it is lagging behind.
