Annual Performance Review Form

Coaching for Excellence Employee Name: Position: Review Period:

1st Level Manager: Department: Next Level Manager:

A. Goal Setting /Results ReviewANNUAL GOALS Q1 Q2 Q3 Q4

(Insert 3-6 key high level goals that will drive quarterly SMART objectives)

1.

2.

3.

4.

5.

(Insert 3-6 objectives for this quarter) (Insert 3-6 objectives for this quarter) (Insert 3-6 objectives for this quarter)

(Insert 3-6 objectives for this quarter)

Results Summary: Results Summary: Results Summary: Results Summary:(Insert a brief performance summary for the quarterly review describing key results achieved and/or missed)

(Insert a brief performance summary for the quarterly review describing key results achieved and/or missed)

(Insert a brief performance summary for the quarterly review describing key results achieved and/or missed)

(Insert a brief performance summary for the quarterly review describing key results achieved and/or missed)

Approval Signatures: Approval Signatures: Approval Signatures: Approval Signatures: Approval Signatures:(Employee sign here) (Employee sign here) (Employee sign here) (Employee sign here) (Employee sign here)

(Manager sign here) (Manager sign here) (Manager sign here) (Manager sign here) (Manager sign here)

11-01-05 Mercury Confidential and Proprietary

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Annual Performance Review Form

B. Attributes AssessmentDescribe the extent to which the employee exhibits/does not exhibit the Mercury Attributes in work performance. Gather input from key work relationships to assist your evaluation.Using the following scale to describe your frequency of behavior in each attribute: (N = Never; R = Rarely; S = Sometimes; O = Often; A = Always; NA = Not Applicable)Mercury Attribute

Example Behaviors: modify examples to fit departmental needs as appropriate

Behavior is observed…

N R S O A NA

Customer driven Understand and focus on customer success

Listen carefully to customer needsBuild strong relationships with key customersRegularly seek out data about customer satisfaction

Results oriented Maintain high standards of performance

Clearly convey objectives, deadlines, and expectations Act with a sense of urgencyEffectively lead from idea inception through implementationGain buy-in on important decisions from key stakeholders

Straight talkBuild effective working relationships with othersCommunicate in a direct and candid wayEncourage direct and open discussion about issuesShow a willingness to listen and be open to inputResolve conflicts effectively

Trust and integrity Admit and take responsibility for errors

Show consistency between words and actions…walk the talkFollow through on commitmentsDemonstrate high standards of ethical conductUnderstand the impact of my behavior and emotions on others

InnovationEncourage creative approaches and new ideas

Identify opportunities to improve business processesDemonstrate vision that supports new possibilities for the future

Leading people Inspire and motivate others to high performance

Attract talented peopleDelegate effectivelyWork well with people of different backgrounds & perspectivesCoach/mentor others to help them grow and learnFacilitate cross-functional teamwork/collaboration

Company Name Here Confidential and Proprietary 5/3/2023

Annual Performance Review Form

C. Areas for Improvement /Development NeedsBased on the results and attributes evaluations above and the employee’s career interests, and business demands, provide development suggestions for how to improve results, prepare for future critical skill needs, and demonstrate Mercury Attributes more fully.

Performance Area Development Suggestions1.2.3.

D. Employee Input Employee provides a summary self assessment.

E. Annual Performance Summary Manager provides brief summary of the employee’s overall performance including key results achieved or missed, demonstration of attributes that lead to success, and areas for improvement (3-5 paragraphs)

ACKNOWLEDGEMENTI am signing as indication that I have discussed this evaluation form and as acknowledgement of receipt.

Employee Signature Printed Name Date

Manager Signature Printed Name Date

2nd Level Review Manager Signature Printed Name Date

Company Name Here Confidential and Proprietary 5/3/2023