Performance Appraisal Form

Name : Abhishek Chandrashekhar Bhagwat

Location: Remote Position: BDM ref:

year or period covered:1 year time in present position:1 year length of service: 1 Year

Appraisal date & time: appraisal venue: appraiser:

Part A Appraisee to complete before the interview and return to the appraiser by (date) 5/7/2023
A1 State your understanding of your main duties and responsibilities.

Training: Most essential part when it comes to teach a new joined team member under me weather it is an
experienced or not as it is going to result directly in his/her methods to work and also to convey outreach on
behalf of the company.it includes aspects like work ethics, calling gestures, content drafting, objection handling
and score meetings. Most important aspect to increase the Business Development Team.
Monitoring: Keeping a check on activities and issues faced by team members, resolving issues, and advising
suitable measures time to time for better performance.
Lead nurturing: Keeping a track on all the leads in pipeline and timely follow-ups to ensure conversions timely.
Meetings: Always make an effective presentation on meetings and try to make them understand about the
concept of outsourcing services as a benefit to the clients
Documentation: Preparing documentation and getting approvals for client reviews.
Closures: To close the client based on prompt follow-ups and keep the tech team occupied with ample amount
of work as in resulting to generate a good business turnover and repetitive client base. Focus on quality of rather
quantity.
Management: Managing individual and team work cycle. Providing statistics from team to higher management
and discuss about improvising the performance.

A2 Discussion points:
1. Has the past year been good/bad/satisfactory or otherwise for you, and why?
The beginning of the previous year was good as we progress towards the further quarters in the year the
market went down for the last two quarters hence resulting in delays in the closure for expected clients how ever
the number of meetings are still in a better position rather resulting in still having a healthy pipeline in hand and
have a greater number of warm and hot leads as compared to cold ones. However, there were new learnings
and achievements with new geographies.

2. What do you consider to be your most important achievements of the past year?
• Proven performing team.
• Exploring new geography
• Achievement by each executive trained under myself.
• Rectification of errors on timely manner with the team.
• Maintaining a healthy relationship within a team despite working remotely.
• Being a good Manager by team members reviews

3. What do you like and dislike about working for this organisation?
Like
• Very Structured work environment which most of even largest organizations fail to maintain
• Timely reviews
• Healthy work culture
Dislike
• Salary Date

4. What elements of your job do you find most difficult?

Market conditions and balancing it with closure numbers

5. What elements of your job interest you the most, and least?
All elements of the job including team handling, lead generation, calling, meetings and closures are of my interest
which is the only reason why I am doing this job and returned to the same firm that I left a year ago.
6. What do you consider to be your most important aims and tasks in the next year?
Task – 1) To build a larger team to perform and rely on and focus on generation of a pipeline which is more
reliable of conversions.
2) To increase team meeting numbers
3)Explore more geographies
Aim – To develop such a client base which can give me an opportunity to visit offshore and represent the
organization.

7. What action could be taken to improve your performance in your current position by you, and your boss?
1)Markets insights weekly
2)introduction of a new engagement model which is a mix of project and resource-based engagement
3)***Introduction of an inbound process
4)Exploring new geographies

8. What kind of work or job would you like to be doing in one/two/five years time?
In one year – Building a bigger team and handling it in the same manner as of current one.
In two years – Handling only team meetings/closures/client meets along with coordination with tech team
In five years – (Offshore)Leading Business Development Vertical/ Handling Team Meetings/closures/Client
meets along with coordination with tech team

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 would like to develop - you and your work can benefit from these.

• Perceiving a Ph.D. course

• In depth knowledge about how actually the work on projects is done phase by phase which can equip me
with even technical question handling resulting in a relief to management in attending each web meet
and might also help in future opportunities if for client visits.

10. Performance (Last Past Year):

Sr. Topic Individual Team Members Total Team Contribution

No. Contribution Contribution
1 No. of meetings 41 27 68
2 Total Contracts/Orders Won 5 4 9
3 Project Based 2 3 5
4 Resource Based 3 1 4

11. Performance (Next One Year):

Sr. Topic Individual Team Members Total Team Contribution

No. Contribution Contribution
1 No. of meetings 48 40 84
2 Total Contracts/Orders Won 12 12 24
3 Project Based 6 6 12
4 Resource Based 6 6 12
Rate yourself in points from 1 to 10. 1 means worst & 10 means Best

This is a review based on ratings given by team members to me.

feedback
key skill/capability skill/capability question
Your Score, Explanations (By Employee) score by
area element number
HR

10. Always available even in meetings after

Sincerity Sincerity 1 office hours. Just missed 1 meeting in the
whole year.

10.Just two leaves in the whole year for my

Present Days 2
wife’s delivery.
Attendance
10.Always available on time even for training
Time Punctual 3
sessions in different shift timings

10.Submitting proposals for review on time.

Conducting team meetings on time and
On Time 4
providing solutions to team on time.
Delivery Time Joining web meetings before time

10.Work in Multiple shifts handling different

Before Time 5
geographies.

Late 6 Never

10.Have greater numbers vs team member

In Team 8
numbers

Performance 10.Have managed to balance individual tasks

Individual 9
along with team responsibilities side by side.

10

10.Team is satisfied with overall managerial

% of satisfaction 11
skills.
Satisfaction
12

13

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