First, define “performance” for all participants. Is it quantitative or qualitative? Subjective or objective?
Then independently or together, use the drop down column to rank your current performance on each initiative. We recommend individual evaluations and then compare notes to arrive at a group consensus.
A facilitator can then use the third column to add additional context for each grade during your group discussion. Keep it candid but constructive.
Once all grades are set, color code the rows as follows: 1-3 (red); 4-5 (green).
Looking first at the green rows, determine which ones provide a return on investment of time, money and people resources. For instance, if you decided an initiative was a 5 because you all really liked it, but during the discussion determined it took a lot of internal time and money to produce but didn’t directly generate new business, you may want to adjust the grade or re-prioritize it.
Do the same as above with the red rows, prioritizing based on return on investment (ROI) to help you reach your overarching business goals.
Assign resources (people, time and budget) toward each priority and set milestones toward achieving them.
For help, contact www.incitecmo.com or 410-366-9479.
Marketing Initiative Self Evaluation - Online Form