Personal Development Plan

Personal Development Plan
Version 1.3
Employee Name Charles Holley Manager Name

Christina Cashell
Job Title Systems Engineer Department
Operations
Date of Review 10/12/18 Last Review Date
October
Next Review Date # Days absent
since last review 1
Customer and Employee Relationships
Rating Scale: 5 = key strength; 4 = strength; 3 = satisfactory; 2 = development need; 1 =
key development need
Personal Development Plan - v1.3
5 4 3 2 1
Works productively and cooperatively with customers

X
and co-workers
Works hard to meeting customer and co-workers needs
X
and expectations
Willingly works as part of a team X
Helps, cooperates and collaborates with customers and

co-workers X
Comments
Still caught a little off guard sometimes with certain requests from customers which
can lead me to panic slightly and have to ask around the office.
Job Knowledge
5 4 3 2 1
Demonstrates a thorough knowledge of job X
requirements
Uses the methods, techniques and specific skills related X
to the job to increase productivity and complete
assigned work projects (e.g. Communication, technical
or computer skills)
Aware of how work they do affects other employees or X
departments
Comments
Planning and Time Management

Keyfort Limited | 6 Stratfield Saye, 20-22 Wellington Road, Bournemouth, BH8 8JN | keyfort.co.uk | info@keyfort.co.uk
2
5 4 3 2 1
Plans assignments to achieve cost effective use of time X
and resources
Works to the plan within plan guidelines and objectives X
Performs to capacity and meets any quotas for output X
Meets deadlines X
Doesn’t make frequent, or large errors during work X
Work represents proper attention to detail X
Comments
Problem Solving and Decision Making

5 4 3 2 1
Divides complex problems into parts X
Gathers accurate facts relevant to the problem X
Analyses the facts, draws conclusions, thinks out

alternative solutions and arrives at sound decisions and
recommendations
Involves other employees where necessary for X
collaborative problem solving
Open to resolving problems in new ways X
Where a solution is not readily available, works X

creatively or uses alternative techniques to come up
with a solution to an issue
X
Implements/shares new ideas within the team
3
Comments
Judgement and Communication

5 4 3 2 1
Obtains and evaluates proper data, reaches sound X
conclusion, and acts prudently for all issues
Anticipates, and works to resolve issues X
Makes decisions and recommendations based on an X
understanding of company goals and objectives
When necessary, effectively communicates with others X
prior to making a decision
Written and oral communication is clear, X

understandable and presented in a simple and logical
fashion
Comments
Still mumbling when thinking about what I need to be saying… Need to know what to
say and then say it!
4
Initiative
5 4 3 2 1
Acts appropriate to a situation and their experience X
and expertise
Acts independently X
Resourceful in their approach to the job X
X
Able to complete routine matters without assistance
X
Willing to contribute new ideas and suggestions
Willing to take on added responsibility X
Comments
Dependability
5 4 3 2 1
Reliable in performing daily work and assignments X
Consistently produces high quality work in a thorough X

manner within deadlines
Needs a suitable level of supervision and follow up for X
their role level
Reliably sees a job through to completion X
Is not frequently absent or late X
Comments
5
Support of Company Rules and Standards of Conduct

5 4 3 2 1
Ensures their work environment remains clean and tidy X
Ensures they remain friendly, supportive and respectful X
to all co-workers in the work environment
Dresses suitably according to the employee dress code X
Ensures company’s property, whether material or X

intangible, is treated with respect and care
X
Is an ambassador for the company at all times
Comments
Overall
Outstanding Meets X Below Unsatisfactory
Expectations Expectations
Comments
Potential longer friday meetings to discuss issues, maybe chat channels to discuss things every week
6
Personal Review
What achievements are you proud of?
Dealing with certain cases such as McKinley investments in a calm manner, also assigning
the case to myself and dealing with it from start to finish. Also becoming a little more
confident and relying less on Javier.
What has gone less well?

Trying to understand what is required from the workflow document. These issues seems to ironing
themselves out in time. But
What have you learned?

I learned a liltte more of an understanding of networking from both Javiers explanations and Keith giving me
a background in some of the sites that we manage and also explaining in details about how third party
companies co exist with our infrastructure, such as CCTV companies
Issues with workflow changes being big and not small, cuasing isuees
What do you need to do your job effectively? / What could be done to improve your
working life?
Another notepad would be awesome!
Finding a way of improving functionality of CRM to aid in case creation and management. Either that or
having the oportunity to learn how to add parts to it myself. (E.G Joe's buttons, as we are needing a couple
more due to the changes in workflow).
Have a replacement Andrew as to not put too much of my questions onto Paul + Javier when they are
always busy.
What are challenges or obstacles you are faced with in your role?
Points in the office when other engineers are on holiday, sick or onsite it caused a
reasonable amount of stress on the remaining engineers that are present. this can be quite
stressful especially when customers are wanting indepth work to be done when its hard
enough staying
Significant Timeon is top
lost of
ongeneral
frontlineworkflow.
doing routine tasks that if some time could be put aside to look into
could be potentially automated. Or in the case of emails proper templates which are approved to allow up
to use out time more efficiantly.
How would you like to develop within your current role?
7
I would like to assist in looking into our workflow and filing it down to a point were
improvements from a technical perspective and also a communication perspective can be
identified and addressed. I feel there a at least a few point that need to be at least addressed
if not looked into including our CRM system. the way we handle reminders and the like. Being
a IT company we should always been looking to forward ourselves technologically and not
allow ourselves stagnate this could also address certain workflow issues and productivity.
What support do you need to do this?
The opportunity and time to communicate with the other OPs to discuss issues found with processes and
systems we are currently using. Identify why it is we are keeping certain systems if faults are found and
identify what can be done to make them better to increase work productivity and if its not possible talk about
the potential of alternatives that all members of the team are happy with. I feel as a team we don't really
communicate the issues or how to resolve them. (Obviously apart from we have no real time to look into
these things, but I feel we are missing out on something that could help the business be more efficient.)
What are your strengths?

Questioning pretty much everything I use and identifying why we use things. Bring a positive working
environment. Good team player. Try to help customers in the best way I can, if a case is assigned to me or
a customer is using me as a point of contact i make sure I am available and have as much knowledge as
possible regarding the issue.
What areas of your performance need development?

Being able to speak up and get my point across when im not entirely sure what im saying
Also being able to say no to work and knowing to leave the job behind and not be such a 'workaholic'
as Ian coins me as.
How would you like your role to evolve or change?

If I am to be brought into projects that Keyfort is developing or executing I would like to have some
prior notice or being involved in the the project as a supporting role until I have a greater understanding.
Objectives Review
Objective 1:
What went (or is going) well?
Outcome achieved, or reason not achieved:
What might you have done (or could you do) differently?
8
Objective 2:
Objective 3:
Objective 4:
Objective 5:
Future Objectives (Personal Development Plan)

Objective 1: Get better as saying no, or asking for clarification
How will this objective be measured (achieved)?

When I'm told something asking the right questions while the mentor is around rather than after.
Expected date of completion:
throughout
What support will you need to complete this objective?
none
9
Objective 2: not biting off more that I can chew

Rather than saddling myself with certain cases that I am really struggling with ask for assistance
throughout
none
Objective 3: Detoxing (More green tea)

Drinking atleast 3 pints of water a day and X amount of green tea
After Christmas
morale support
Objective 4: Organise my notebooks

once I have a condensed amount of notes that I can use to ain in my portfolio
Easter
Time to consolidate my work
Objective 5: Create more Templates and resources to make the role of frontline and secondline
tasks easier
The amount of templated and resources available to Ops
throughout
a few minutes with tasks to allow for time to store resources created in a good format.
10

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Employee Name Charles Holley Manager Name

Works productively and cooperatively with customers

Willingly works as part of a team X

Helps, cooperates and collaborates with customers and

Planning and Time Management

Performs to capacity and meets any quotas for output X

Doesn’t make frequent, or large errors during work X

Work represents proper attention to detail X

Problem Solving and Decision Making

Divides complex problems into parts X

Gathers accurate facts relevant to the problem X

Analyses the facts, draws conclusions, thinks out

Open to resolving problems in new ways X

Where a solution is not readily available, works X

Judgement and Communication

Written and oral communication is clear, X

Resourceful in their approach to the job X

Willing to take on added responsibility X

Reliable in performing daily work and assignments X

Consistently produces high quality work in a thorough X

Reliably sees a job through to completion X

Is not frequently absent or late X

Support of Company Rules and Standards of Conduct

Ensures company’s property, whether material or X

What has gone less well?

What have you learned?

How would you like to develop within your current role?

What are your strengths?

What areas of your performance need development?

How would you like your role to evolve or change?

What went (or is going) well?

Outcome achieved, or reason not achieved:

What went (or is going) well?

Outcome achieved, or reason not achieved:

What went (or is going) well?

Outcome achieved, or reason not achieved:

What went (or is going) well?

Outcome achieved, or reason not achieved:

What went (or is going) well?

Outcome achieved, or reason not achieved:

Future Objectives (Personal Development Plan)

How will this objective be measured (achieved)?

Objective 2: not biting off more that I can chew

How will this objective be measured (achieved)?

Objective 3: Detoxing (More green tea)

How will this objective be measured (achieved)?

Objective 4: Organise my notebooks

How will this objective be measured (achieved)?

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