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EXELLENCE IN PLANNING

SN o 1 2 3 4 5 6 7 8 9 10 11 Planning Performa nce Rating Development Needs Comments

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Do managers set departmental goals (boh short and long term) in verifiable terms? To what extent the organizational goals understood? How well are people assisted in establishing verifiable and consistent goals for their operations? To what extent are consistent and approved planning premises (eg forecast) communicated? To what extent do people understand the role of company policies in decision making? Do managers encourage innovation? Do superiors help subordinates get the information they need to assist them in their planning? Do managers seek out alternatives before making decisions? In choosing from among alternatives, do managers focus on those factors that are critical to a problem? Do managers check plains periodically to see if they are still consistent with current expectations? Do managers consider the need for flexibility (as well as the costs) in arriving at a planning decision? In developing and implementing plans, do managers consider the long-range implications of their shortranged disadvantages? When making recommendations, do subordinates submit analysis of alternatives (with advantages and disadvantages? Total number of NA and ? Total number of questions on which ratings are made Total score of questions given ratings Average of ratings in excellence in Planning Comments and overall evaluation of the function of planning (use back of the page):

EXELLENCE IN ORGANIZING
SN o 1 2 3 4 5 6 Planning Does the organization structure reflect major result areas? Do managers delegate authority to subordinates in accordance with the results expected of them? Do managers make delegation clear? Do managers use position guides, or position descriptions? Do managers clarify responsibilities for expected contributions to goals and programs? Do managers maintain adequate control when delegating authority to subordinates? Do managers understand that they share responsibility when delegating authority (responsibility) to subordinates? Do manages make sure that their subordinate managers properly delegate authority to their subordinates? Do managers maintain unity of command whenever possible and use dual command only when the advantages clearly offset the disadvantages? Do managers utilize staff advice appropriately? Do managers make clear to subordinates the nature of line and staff relationship? Do managers limit and make clear functional authority? Do managers use service departments in an effective and efficient manner? Is the enterprise free from excessive organizational levels? Do managers distinguish between lines of authority and lines of information? Total number of NA and ? Total number of questions on which Performa nce Rating Development Needs Comments

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ratings are made Total score of questions given ratings Average of ratings in excellence in Organizing

EXELLENCE IN STAFFING
SN o 1 Planning Do managers take full responsibility for the staffing of the department (although using assistance from the personnel department? Does the company make it clear that every position in the department is open to the best qualified individual either inside or outside the company? Do managers make certain that subordinates are given opportunity for training for better position? Do managers utilize appropriate methods for training and developing subordinates? Do managers effectively practice coaching of subordinates? Do managers appraise subordinates objectively and regularly on the basis of performance against preselected goals? Do superiors appraise managers objectively and regularly on their ability to plan, organize, staff, lead and control? Do managers use appraisal as a mean of helping subordinates to improve their performance? Do managers select, or recommend promotion of subordinates, on the basis of objective appraisal of their performance Does the organization provide adequate and motivating compensation and condition of working? Do managers evaluate and develop the whole organizational unit (e.g., through organization development)? Total number of NA and ? Total number of questions on which ratings are made Total score of questions given ratings Average of ratings in excellence in Performa nce Rating Development Needs Comments

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Planning Comments and overall evaluation of the function of planning (use back of the page):

EXELLENCE IN LEADING
SN o 1 Planning Do managers understand what motivates subordinates and attempt to create a n environment in which people are productive? Do managers lead subordinates to recognize that their self-interest is in harmony with (although not necessarily the same as ) the companys or departments goals? Do managers issue clear instructions that are fully understandable to subordinates? Do managers use effective and efficient communication techniques? Do managers engage in an appropriate amount of face-to-face contact? Do managers create an environment where people are encouraged to suggest innovations in product, process, marketing, or other areas? Are managers receptive to innovative ideas and suggestions, whether from superiors, persons on the same organizational level, subordinates, or customers? Are subordinates(managers and nonmanagers) free to suggest changes in objectives, policies, programs, or decisions? Can superiors be easily reached by subordinates to discuss their problems and obtain guidance? Do superiors help orient subordinates to the companys programs, objective, and organizational environment? Do managers exercise participative leadership and, when necessary, authoritative direction? In general, are managers effective as leaders (possessing the capacity and will to rally men and women to a common purpose? Performa nce Rating Development Needs Comments

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Do managers uses committees or group meeting only when they are superior to individual decisions? Do managers make sure that committee or group meetings are preceded by proper agenda, information gathering, analyses, and concrete proposals? Total number of NA and ? Total number of questions on which ratings are made Total score of questions given ratings Average of ratings in excellence in Organizing

EXELLENCE IN CONTROLLING
SN o 1 Planning How effectively do managers tailor control techniques and standards to reflect plans? Do managers use control techniques, where possible, to anticipate deviations from plans (called preventive control)? Do control techniques and information promptly report deviations from plans? Do managers develop and rely upon objective or verifiable control information? Do controls point up exceptions at critical points? Are control techniques and information designed to show exactly where in organization deviations occur? Are control techniques and information understandable to those who must take action? Do managers take prompt action when unplanned variations in performance occur? Do managers keep abreast of and utilize new techniques of planning ond control? Do managers help subordinates (through the use of verifiable objectives) exercise self-control and self-direction? Do managers keep their superiors informed of significant problems in the operations, their causes, and steps being taken to correct them? Total number of NA and ? Total number of questions on which ratings are made Total score of questions given ratings Average of ratings in excellence in Organizing Performa nce Rating Development Needs Comments

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