* - Mandatory only for Goals that are Quantitative in nature

Performance Rating Standard Key Result Area

Employee No. Goal Type Goal (previously Goal Name) (previously Goal Rating Description) (previously Goal Category) Weight Goal Due Date Unit of Measure * Target * Direction * Initiative * Remarks *

1) Goal due Date is dependent

5 - Meets rating 3 and 5% ahead of schedule for 50% of projects
on the baseline timeline date
4 - Meets Rating 3 and delivers majors milestones 5% ahead of schedule for 25% of Approved of completion.
projects
Qualitative Meets Project Portfolio Schedule 3 - Delivers major milestones 100% on time for all projects Operational Performance 0.10 Baseline or Re- Date 3 Up Project Oversight 2) Applicable to projects for
baseline implementation in 2018
2 - Delivers major milestones 100% on time for at least 50% of projects
3) Subject to ITSC approved
1 - did not deliver major milestones 100% on time for less than 50% of projects project variance exceptions

Except as a result of authorized change in project scope and subject to ITSC approved
budget variance.
5 - No re-capex, for all projects but utilized no more than 50% budget contingency Within As a result of authorized
Qualitative Maintains Project portfolio budget 4 - No re-capex, for all projects but utilized no more than 80% budget contingency. Operational Performance 0.10 Approved Amount 3 Down Project Oversight change in project scope for all
3 - No re-capex, for all projects but utilized 100% of budget contingency Budget projects
2 - re-CAPEX, for no more than 50% of all projects
1 - re-CAPEX, for more than 50% of all projects

5 - Meets rating 4, and can command meeting without BTL or CIO assistance.
4 - 100% timely submission of WSR. Quality of WSR is consistently clear and concise
reporting appropriate for ISG or business.
Qualitative Manages Project Communication Operational Performance 0.05 Every Thursday WSR 3 Up Project Oversight Unless holiday
3 - 75%-99% timely submission of WSR, Quality of WSR is consistently clear and
concise reporting appropriate for ISG or business; unless holiday
2 - 50-75% timely submission of WSR, Frequently unclear and wordy reporting;
1 - Never timely submission of WSR and accurate reporting

5 - Meets rating 3 and 5% ahead of schedule for 50% of projects 1) Goal due Date is dependent
on the baseline timeline date
4 - Meets Rating 3 and delivers majors milestones 5% ahead of schedule for 25% of Approved of completion.
projects
Qualitative Meets Project Schedule Operational Performance 0.10 Baseline or Re- Date 3 Down Assigned projects 2) Applicable to projects for
3 - Delivers major milestones 100% on time for all projects baseline implementation in 2018
2 - Delivers major milestones 100% on time for at least 50% of projects
3) Subject to ITSC approved
1 - did not deliver major milestones 100% on time for less than 50% of projects
project variance exceptions

Except as a result of authorized change in project scope and subject to ITSC approved
budget variance.
5 - No re-capex, for all projects but utilized no more than 50% budget contingency Within As a result of authorized
Qualitative Maintains Project Budget 4 - No re-capex, for all projects but utilized no more than 80% budget contingency. Operational Performance 0.10 Approved Amount 3 Down Assigned projects change in project scope for all
3 - No re-capex, for all projects but utilized 100% of budget contingency Budget projects
2 - re-CAPEX, for no more than 50% of all projects
1 - re-CAPEX, for more than 50% of all projects

Qualitative Manages Project Communication
5 - Meets rating 4, and can command meeting without BTL or CIO assistance.
4 - Meets rating 3, but 100% adherence to providing steerco materials 2 days before,
clear and concise delivery during steerco.
3 - 100% timely submission of WSR, Quality of WSR is consistently clear and concise
reporting appropriate for ISG or business; 100% adherence to scheduling steercos as
per standard and 100% adherence to providing steerco materials 3 days before. Operational Performance 0.05 Every Thursday WSR 3 Up Assigned projects Unless holiday
unless holiday
2 - 50-99% timely submission of WSR, Frequently unclear and wordy reporting;
Inconsistent in scheduling of steercom and/or standup meetings as declared in
communication plan.
1 - Never timely submission of WSR and accurate reporting; Never conducts steercom
and/or standup meetings or conduct of meetings not effective.

5 - 100% compliance to Infrastructure Project Delivery as evidenced by Process Audit

with no reliance with PIO
4 - 100% compliance to Infrastructure Project Delivery as evidenced by Process Audit
Compliance to Infrastructure Project & with minimal reliance on PIO.
Qualitative Delivery process and documentation 3 - 100% compliance to Infrastructure Project Delivery as evidenced by Process Audit Operational Performance 0.10 31 Dec 2018 Percentage 4 Up Assigned projects Process Audit
Requirements 2 - 50%-99% compliance to Infrastructure Project Delivery as evidenced by Process
Audit.
1 - Less then 50% compliance to Infrastructure Project Delivery as evidenced from
Process Audit.
Employee No. Goal Type Goal (previously Goal Name) Performance Rating Standard Key Result Area Weight Goal Due Date Unit of Measure * Target * Direction * Initiative * Remarks *
(previously Goal Rating Description) (previously Goal Category)

Qualitative Resolution
and Closure of Production
Issues during stabilization period
5 - 100% of P1 and P2 incidents for critical applications are resolved within initial
agreed SLA; 0% problem tickets; Inputs or actions for PIR and RCA are complied within
agreed schedule.
4 - 100% of P1 and P2 incidents for critical applications are resolved within initial
agreed SLA; 100% of P1, P2 problem tickets are completed within set target; Inputs or
actions for PIR and RCA are complied within agreed schedule.
3 - 100% of P1 incidents for critical applications are resolved within initial agreed SLA;
Agreed Post-
100% of P1 problem tickets are completed within set target; Inputs or actions for PIR Operational Performance
0.05 Implementation Date Assigned projects
and RCA are complied within agreed schedule. Date
2 - 75%-99%% of P1 incidents for critical applications are resolved within initial agreed
SLA; 75%-99% of P1 problem tickets are completed within set target; Inputs or actions
for PIR and RCA are complied within agreed schedule.
1 - <75% of P1 incidents for critical applications are resolved within initial agreed SLA;
-75%% of P1 problem tickets are completed within set target; Inputs or actions for PIR
and RCA are complied within agreed schedule.

5 - Able to successfully implement at least 5 process or guidelines

(1)Unit Responsibilities
4 - Able to successully implement at least 4 process or guidelines
Qualitative Process Improvement within PM/EAD 3 - Able to successfully implement at least 3 process or guidelines Operational Performance 0.10 31 Dec 2018 Count 3 Up Document
(2) JFSAS
2 - Able to present a recommendation or overall plan
(3) Unit's JDs
1 - No contribution in process improvement.

5 - Meets rating 4, conduct trainings for direct reports.

4 - Meets rating 3, implement training plans for direct reports.
3 - Develop others through knowledge transfer or coaching but with training plan for Coaching Sessions
Qualitative Career
Development (Develop Team
direct reports. People Management 0.10 31 Dec 2018 Training Plans
Members)
2 - Develop others through knowledge transfer or coaching, but no training plan for Conduct Training
direct reports.
1 - No coaching or mentoring provided. No Training plan for direct reports.

5 - Able to develop oneself by attending at least 5 trainings - relevant to role over and
above mandatory trainings
4 - Able to develop oneself by attending at least 3 trainings - relevant to role over and
above mandatory trainings
Qualitative Individual Development
3 - Able to develop oneself by attending at least 2 trainings - relevant to role over and Operational Performance
0.05
above mandatory trainings
2 - Able to attend mandatory trainings only.
1 - Does not meet minimum requirements for employee development

5 - 1 day SLA in releasing 2iGC MOM

4 - 2-3 days SLA in releasing 2iGC MOM
Qualitative 2IGC Secretariat 3 - 4-5 days SLA in releasing 2iGC MOM Operational Performance 0.10 2-3 days SLA Days 4 Down
2 - 6-9 days delayed in releasing 2iGC MOM
1 - More than 10 days delayed in releasiing 2iGC MOM
100.00%
 FIELDS AND DEFI
FIELD DEFINITION
Employee No. the employee’s ID number as provided by the company

Goal Type type of goal to be chosen between Quantitative and Qualitative

Qualitative can be measured using numbers, computation, and formulas.

focuses on quality and other synonymous information such as, to
Quantitative name a few, compliance, and meeting deadlines.
Goal (previously Name of the specific goal/objective established for the
Goal Name) aforementioned evaluation period.

Performance Rating
Standard (previously Goal rating scale (e.g. 1-5) as well as the description for each
Goal Rating numerical rating.
Description)

Key Result Area

(previously Goal classified into four (4)
Category)
area of performance output that has direct impact on building a
Customer Centricity customer experience that strengthens the relationship with the
Bank.
area of performance output that has direct impact on process
Operational quality and delivery which translates to efficiency while meeting
Performance compliance and risk mitigation requirements.
Financial area of performance output that has direct impact on the Bank's
Performance earnings and pertains to business targets, income, and expense.
area of performance output that has direct impact on capability
People Management building, career growth, and engagement of employees.

percentage of contribution of the chosen Goal to the overall

Weight evaluation rating of the employee.

Identified date by which the respective goal should be

Goal Due Date achieved/accomplished

Measure * unit of measurement for the “Target” field.

 quantifiable figure which is defined as the objective to be
Target * met/achieved for the specific Goal. This is also shown under the
Performance Rating Standard field.

describes the achievement of a goal by moving towards the

Direction * direction with which it is intended to move.

Additional projects accomplished and significant contributions with

Initiative * their specific count.

Additional remarks, findings, and relevant data pertaining to

Remarks * anything quantifiable. This may be positive or negative information.
 FIELDS AND DEFINITION
CORRECT VALUES EXAMPLE
<0000xxxxxx> (where “x” is the 6-digit combination of
0000123456
the employee ID number).
Qualitative
“Qualitative” or “Quantitative”.
Quantitative

No fixed value for the field (open text). Profitability - Aggregate

GOAL NAME GOAL DESCRIPTION

No fixed value for the field but should include a rating 5

scale with each point’s definition (open text). 4
Profitability - Aggregate 3
2
1
Customer Centricity Customer Centricity
Operational Performance Operational Performance
Financial Performance Financial Performance
People Management People Management

GOAL NAME WEIGHT

Profitability - Aggregate 35%
numerical value which is less than or equal to 100. Products Hits -
35%
Concentration
Net Acquisition 5%
Count of Complaints 25%
GOAL NAME GOAL DUE DATE

Profitability - Aggregate 12/31/2018

mm/dd/yyyy Products Hits -
12/31/2018
Concentration
Net Acquisition 12/15/2018
Count of Complaints 12/31/2018
No fixed value for the field but is non-numerical (open
GOAL NAME GOAL DESCRIPTION
text).
 5
numerical value equivalent to an amount indicated in
Profitability - Aggregate 4
the Goal Rating Description range.
3
2
1
Up
“Up” or “Down”.
Down

Achieve 2000 Net Acquisition over the 1500 acceptable target (1

No fixed value for the field (open text).
accomplishment).

No fixed value for the field (open text). Achieve financial targets by October 2018
 EXAMPLE
0000123456
Qualitative
Quantitative

Profitability - Aggregate

GOAL DESCRIPTION

More than P200,000

P194,001 to P200,000
P192,001 to P194,000
P186,001 to P192,000
P186,000 and below
Customer Centricity
Operational Performance
Financial Performance
People Management

WEIGHT
35%
35%
5%
25%
GOAL DUE DATE

12/31/2018

12/31/2018

12/15/2018
12/31/2018
GOAL DESCRIPTION MEASURE TARGET
 More than P200,000

P194,001 to P200,000 Pesos 193000

P192,001 to P194,000
P186,001 to P192,000
P186,000 and below
Up
Down

Acquisition over the 1500 acceptable target (134%

accomplishment).

ve financial targets by October 2018