Leadership: Assessment 2 - Feedback Plan and Evaluation

This report presents a detailed feedback plan centered around the implementation of a CRM system. It begins with an overview of work objectives and responsibilities, emphasizing the importance of employee training and customer relationship management. The report includes a self-assessment of the author's performance, highlighting strengths in delegation and cost management, alongside areas for improvement such as time management and problem-solving skills. A 360-degree evaluation survey is presented, assessing various aspects of performance, including initiative, decision-making, planning, resource management, performance management, and relationships. The report also outlines the methods used to gather relevant feedback, including surveys and interviews with employees, and discussions with senior management. Finally, the report evaluates the findings from these feedback sources, providing insights into areas where the author excels and areas needing further development, such as leadership skills and meeting deadlines. The report concludes by summarizing the overall effectiveness of the work and identifying opportunities for improvement.

Assessment 2 – Seek and evaluate
feedback

Table of Contents
Feedback plan .................................................................................................................................1
1. Work objectives and responsibilities .....................................................................................1
2. Assessment of own performance............................................................................................1
3. 360* Evaluation survey ..........................................................................................................1
4. Relevant feedbacks..................................................................................................................6
5.Evaluating the findings ...........................................................................................................6

Feedback plan
1. Work objectives and responsibilities
 One of the main responsibility of implementing CRM system is provide training facilities
to employees so that the can easily used it by XYZ company
 To understand the way company can accomplish maintain relationship with customers
and accomplish success.
 To make work easier for employees and increase productivity
 To enhance customer base and retain employees.
Benchmarks
 To increase profitability of the firm
 To complete the project successfully at minimum cost
 To increase the productivity of the firm
2. Assessment of own performance
While carrying out my own performance I analysed that I am enough capable to carry out
project in an effective manner. I used to delegate work to team member according to their work.
Further I faced difficulty in managing work on time. But I was effective enough in completing
the entire project at minimum cost. further I identified that I need to make improvement in my
problems solving skills so that project can be accomplished in more better manner.
3. 360* Evaluation survey
Achieving results
Never Rarely Sometimes Often Always Don’
t
Kno
w
Has a high level of
initiative and
motivation to achieve
goals
√
Is able to make tough
decisions and
exercise sound
√
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judgement
Follows up decisions
and maintains a focus
on priorities
√
Confronts problems
directly and promptly √
Is flexible in adapting
approaches to new
demands and
unforeseen
circumstances.
√
Planning and decision-making
Never Rarel
y
Sometimes Often Always Don’t
know
Monitors the external
and internal
environments to
identify critical,
relevant trends and
issues
√
Effectively uses
strategic and business
planning processes to
set direction and
strategies
√
Is able to recognise
opportunities and
translate these into
workplace proposals
√
Effectively plans and √
2

manages projects and
project teams
Uses management
information to promote
strategic thinking,
make soundly based
decisions and inform
strategy.
√
Resource management
Never Rarely Sometimes Often Always Don’t
know
Is able to manage
financial, staffing
and physical
resources
efficiently
√
Redeploys
resources to meet
changing demands
and circumstances
and ensure
priorities are met
√
Manages resources
taking into account
broader
organizational
resource planning
and the impact of
resource decisions
√
3

on other parts of
the organization.
Performance management and improvement
Never Rarel
y
Sometimes Ofte
n
Always Don’
t
know
Has a clear focus on
client needs and
expectations, actively
seeks and responds to
feedback.
√
Ensures quality
assurance processes are
in place
√
Fosters an environment
of continuous
improvement
√
Effectively monitors
performance and uses
this to maintain ongoing
improvement.
√
Relationships
Never Rarel
y
Sometimes Ofte
n
Always Don’
t
know
Develops and sustains
productive relationships
with key external
√
4

stakeholders nationally
and internationally
where appropriate
Is able to identify,
critically assess and seize
opportunities for
strategic partnerships
Builds collaborative
relationships within the
company and promotes
cooperative activity
across
functional/structural
boundaries
√
Effectively markets and
promotes the company’s
values, programs and
activities.
√
Managing change
Never Rarely Sometimes Often Always Don’t
know
Understands and can
work with the
dynamics of the
change process
√
Is attuned to the
company’s culture
and able to foster,
adapt to, change and
√
5

challenge that
culture as
appropriate
Is proactive in
introducing change
in a timely,
appropriate manner
√
Effectively plans for
and manages the
resources needed to
effect change
√
Effectively consults
and involves staff
and other relevant
people in change
processes.
√
4. Relevant feedbacks
For collecting a relevant feedback, I can use 360 degree feedback method. In this I can
focus to collect feedback from all the employees who are working on the same project that is
implementation of CRM. However, I am working on the post of Joe manager therefore this 360
degree method can be easily adopted by me for evaluating my own performance.
 Feedback from employees –In respect to take feedback I have conducted survey and
interviews so that issues which care faced by employees can be easily identified and
improved in CRM implementation. From feedback it is analyzed that training and
development facility assist them in using CRM system in an effective manner. Measurement of own performance – I evaluated my performance before and after
completing the project and through measuring its overall success.
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 Feedback from top level managers – I have conducted meeting with senior authority so
that I can easily understand the effectiveness of implementing CRM and the way it can be
successfully implemented.
Evidence:
After taking feedback from one team member it is analysed that I have to work on my time
management skills but my decision making skills is effective.
After taking feedback from customer it is analysed that I am self dedicated toward my work and
handle customers query in an effective manner.
After taking feedback from myself I understand that I need to work on my leadership skills.
After taking feedback from senior manager I analysed that overall my work is good but due to
lack of motivation I was unable to meet deadline
5.Evaluating the findings
1. Work objectives
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 My personal objectives related to the work is that my goal is to make improvement in my
own performance, accomplish the task at low cost on time. I also need to accomplish
growth in my career for success.
Additional work standard- It is essential to follow different working standards for
instance legal structure, business codes and ethics.
 Additional work standards – It is important to adhere various working standards such as
Legal structure and policies, Employee welfare, business ethics etc.
2. Feedback
 Methods feedbacks used – Feedback method can be considered for improving the
performance. I used to 360-degree feedback method which help in identifying various
In order to evaluate personal performance, I used 360* feedback by conducting
interviews with the employees, Meetings with seniors etc.
 Other possible methods of collecting feedback – The feedback can be collected by
customers as well as online websites or portals.
3. Self-assessment
I used to meet all the goals and objectives in an effective manner as it is identified that
implementation of CRM assists in making a strong relation with customers. It also helps
At the time of working I used to follow all the rules and regulation while implementing
CRM system as it help in managing all the information provided by customers and it can
be used further for modifying the product.
One of the issue which is faced is related to the lack of knowledge and skills due to which
employees need to be provided training and development facility.
4. Areas for improvement
 Areas of work to improve performance – There are certain areas which required
improvement in myself such as communication skills, time management skills, team-
work and knowledge about ERP system.
 There are many areas of working which need to be improved such as time management
skills, information related to the use of CRM system and problem solving skills.
5. Organizational requirements
 Organisation’s procedures for identifying and reporting on areas for improvement – For
finding out the area of improvement company used to identify its different area where
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improvement is required to be made. it is important to understand the roles and
responsibilities performed by different team members.
 For regularly evaluating the work performance in related to organisational
requirements I can easily collect feedbacks from senior team members and make
improvement in my work accordingly.
 Software to plan and monitor future tasks -
1. Expedition - Expedition is a browser-based application which can be utilized inside a
company’s network. This software is engaged towards engineering, architecture and
construction industries.
It is one of the effective software which can be used in respect to monitor performance of
project. it is engaged with the construction industries and towards the architecture
2. Sure Trak – It is one of the effective software which can be used by small business so that
all the changes can be tracked and monitored
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