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Sales Team Leader Evaluation Based on your perception of activity and your team's performance, assess the following: Below Expectations Meets Expectations Exceeds Expectations (Expectations of [company name].) 1. Attainment of your quarterly and annual sales goals:__________ 2. Identified and developed "Key" Accounts:__________ 3. Identified & communicated to Marketing Manager unique contract opportunities:__________ 4. Maintained and pro-actively followed up on Quality Review Program:__________ 5. Maintained and lead the pro-active quote follow-up:__________ 6. Maintained professional office environment, tangible & intangible:__________ 7. Identified and developed previously targeted accounts:__________ 8. New accounts – prospected, opened – met goals:__________ 9. TradeMart involvement, fulfillment of information requests, co-sales calls:__________ 10. Customer Service a. Problem resolution: _____ b. Negotiating i. Internally:_____ ii. Externally:_____ c. Responsiveness:_____ d. Flexibility:_____ 11. Expenses, management of:_____ 12. Team Building:_____ a. Leadership:_____ b. Communication i. Plant personnel:_____ ii. Sales Teams:_____ iii. Customer:_____ iv. Management:_____ v. Training/Guidance:_____ 13. Environment:_____ a. Goal Communication:_____ b. Motivation to reach goals:_____ c. Venues for achieving goals:_____ 14. Knowledge:_____ a. Technical Printing:_____ b. Industry in general:_____ c. Competitors:_____ d. Sales/Selling Skills:_____ e. Motivation:_____ f. Customer:_____ 15. Drive/Initiative:_____ 16. Relationships:_____ a. Peers:_____ b. Management:_____ c. Staff:_____ 17. Attendance:_____ 18. Increase Knowledge: gain or improve level of skills:_____ 19. Dependability, Reliability:_____ 20. Professionalism of self:_____   What would you consider your strong points? _____________________________________ _____________________________________ What areas do you believe need to be strengthened? _____________________________________ _____________________________________ What plan will you enact to improve less productive areas? Provide the objective, how you will achieve and a time-table for achieving: _____________________________________ _____________________________________ In reviewing the year 2000, what areas have you lost ground ad why? _____________________________________ _____________________________________ What areas do you feel you have improved and why? _____________________________________ _____________________________________ What were your top 3 accomplishments in year 2000? _____________________________________ _____________________________________ What will be different in your approach in doing business in 2001? _____________________________________ _____________________________________ How will your personal contribution change? _____________________________________ _____________________________________ During the last year, what was the most important thing you learned about our business? _____________________________________ _____________________________________ During the last year, what was the most important thing you learned about yourself and your abilities? _____________________________________ _____________________________________ What parts of your job are most enjoyable? _____________________________________ _____________________________________ What parts of your job are least enjoyable and more challenging? Why? _____________________________________ _____________________________________ What is the strongest motivator in your life? _____________________________________ _____________________________________ List the three highest priorities you wish to accomplish in your position in the coming year? _____________________________________ _____________________________________ Growth is an ongoing process. What career areas do you plan to grow in during the coming year? What can I do to help? _____________________________________ _____________________________________ List the 3 priorities you wish to accomplish in your personal life during the coming year. _____________________________________ _____________________________________ What changes would you like to see take place in our company? _____________________________________ _____________________________________