毕博-管理咨询工具方法—Performance Management Toolbox-chinese

绩效管理工具箱

PERFORMANCE MANAGEMENT TOOLBOX

个人绩效行动计划

PERSONAL PERFORMANCE ACTION PLAN

在下表中列出你需要优先考虑的“绩效评估”方面的问题。请详细说明你将采取什么样的行动及完成日期。 In the table below, please prioritise the “Performance Appraisal” issues that need to be addressed. Please detail what action you are going to take and a completion date for that action.

问题 PROBLEM 1. 行动 ACTION 完成时间 BY WHEN ? 2. ? 3. ? 4. ? 5. ? 6. ? 7. ? 8. ? 9. ? 10. ? IFC-CPDF 118824740.doc Page 21 of 24

绩效管理工具箱

PERFORMANCE MANAGEMENT TOOLBOX

个人培训行动计划

PERSONAL TRAINING ACTION PLAN

请在下表中列出为了提高技能，你希望参加的培训课程。请详细说明你希望参加的培训课程，以及培训的完成时间。

In the table below, please prioritise all types of training that you would like to attend in order to

assist you to develop your skills. Please detail what training you would like to take, your objectives and a completion date for that training.

培训 TRAINING 1. 培训目的 PURPOSE OF TRAINING 时间 BY WHEN ? 2. ? 3. ? 4. ? 5. ? ? 6. 7. ? 8. ? 9. ? 10. ? IFC-CPDF 118824740.doc Page 22 of 24

绩效管理工具箱

PERFORMANCE MANAGEMENT TOOLBOX

职位描述

客户经理

职位概述 客户经理负责组织与管理客户工作与项目，包括设立工作目标、项目内容、为客户提供“业务发展”项目方面的咨询、指导与建议 上级汇报关系 薪酬标准 主要职责 ? 同时管理一个或几个客户项目，确保每一个项目的成功 ? 确定客户需求/机会，销售/交叉销售产品与服务 ? 通过得用项目管理技术来制定工作时间表 ? 草拟客户报告 ? 培养在技术领域的知识与技能 ? 着手发展一个专业技能 业务发展经理 年薪 $40,000 - $50,000 ? 管理客户方案的执行 主要业绩指标 ? 完成目标任务（时间、预算、结果） ? 客户满意度 ? 交叉销售机会 资历、经验与个人态度 ? 较强的技术知识与技能 ? 较强的处理与建立人际关系的能力 ? 较强的项目管理能力 ? 是有效的团队成员，工作态度积极乐观 ? 创新性的问题解决能力 ? 优秀的口头与书面交流能力 ? 具有向客户提供优质服务的经验 ? 有协调多项客户项目的能力 ? 与客户与员工建立有效关系的能力 ? 积极的个性 ? 良好的与客户有效沟通的能力 ? 乐于参加工作之外的活动

IFC-CPDF 118824740.doc Page 23 of 24

绩效管理工具箱

PERFORMANCE MANAGEMENT TOOLBOX

JOB DESCRIPTIONS

CLIENT MANAGER

OVERVIEW The Client Manager role is responsible for organising and managing client assignments and projects including the completion of assignment tasks and project components as well as consulting, coaching and advising clients in respect of the ?Business Development? program materials. RESPONSIBLE TO SALARY RANGE RESPONSIBILITIES AND DUTIES ? Project manages one or more client assignments simultaneously, ensuring overall success of each project ? Identifies client?s needs / opportunities in order to sell/cross-sell products or services ? Establishes work schedule through effective use of project management techniques ? Drafts client reports ? Develops deeper knowledge and skills in technical field ? Starts to develop a specialisation Business Development Manager $40,000 - $50,000 per annum ? Manages the implementation of solutions for clients KEY PERFORMANCE INDICATORS ? Meet assignment objectives (timeframes, budgets, outcomes) ? Client satisfaction ? Cross-sales opportunities QUALIFICATIONS, EXPERIENCE AND PERSONAL ATTRIBUTES ? Strong technical knowledge and skills ? Strong interpersonal and relationship building skills ? Strong project management skills ? Team player with a positive ?can do? approach ? Creative problem solving ability ? Excellent verbal and written communication skills ? Experience in delivery of quality client service ? Ability to co-ordinate and multiple client projects ? Ability to develop effective relationships with clients and fellow team members ? Vibrant outgoing personality ? Ability to converse and build rapport with clients ? Willing to be involved after hours activities

IFC-CPDF 118824740.doc Page 24 of 24