Manager's Assessment

Thank you for making the time to provide input on one of your team members.

Using the rating scale below please indicate your opinion on the level of expertise that most accurately represents your team member for each statement.

We encourage you to be as honest as possible as your responses will be compared with those of your team member in support of their development recommendations and dialogue session.

Rating Scale:

1 = Emerging; new or inexperienced

2 = Skilled; able to do this with minimal supervision

3 = Leader; able to do this without supervision

4 = Master; able to do this without supervision and can train others

0 = Need More Information; unable to provide a rating as the individual is new to Houle and my team  

The rating scale is shown with each statement however this is the only page with full description. 

Please ensure you're clear on the level of experience for each number on the scale before continuing.

 

Leading the Business

Please tell us the name of the Project Manager / Estimator for who you're providing feedback:

If applicable, please tell us the name of the Project Manager / Estimator's Manager with who you are collaborating to complete this assessment about your team member. (otherwise please type N/A in the space provided)

_____ is _____ at demonstrating understanding of the market place e.g. They prepare bids and communications with customers that are action-oriented and reflect market knowledge.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is _____ at identifying a customer's anticipated future needs, and discussing these with them as value-added solutions.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at demonstrating awareness of risk management e.g. they build contingency plans into their estimates and project plans.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at reviewing completed projects to assess underlying values, practices, assumptions, and challenging their views to develop new ideas for upcoming projects.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at seeking out and acting on customer feedback.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is _____ at continually looking for ways to increase revenue and profit by actively seeking out new business opportunities, tapping into their network.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is _____ at proactively trying new approaches that involve challenging the status quo, introduces improvements or improved results with the team.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at partnering with divisional representatives at Houle to influence high-quality sales relationships with the customer.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at seeking input and support from others for considering the impact of the decision on stakeholders before making a big decision.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

Leading the Business is about business development, market awareness and understanding the big-picture. In your opinion, what areas of Leading the Business may your team member benefit from receiving additional knowledge, training or experience?

If not, please type N/A in the space provided and submit your response.

Project Management and Communication

_____ is ______ at continually striving for excellence e.g. they hold themself accountable for delivering high-quality work.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at successfully managing priorities, goals, and schedules when experiencing delays, project set backs and/or conflicts which have caused their project to go off track.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ in understanding and managing the relationship between owner, architect, GC, owner's representatives and engineers during their project(s).

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at using the Coupa procurement application.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at using active listening skills to really understand stakeholder needs, concerns, and questions when they communicate with them.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at fostering trust and honesty and expectations with their project teams e.g they clearly communicating project goals and expectations.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at adjusting their speaking voice to the audience and occasion so their audience understands me. e.g. they adjust their vocal volume, clarity, and variety as needed.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at using body language effectively to demonstrate openness, interest and encouragement to others.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

This section focused on project management, systems use and communication.  In your opinion, what areas of Project Management and Communications would your team member benefit from receiving additional knowledge, training or experience?

If not, please type N/A in the space provided and submit your response.

Leading Self & Others

_____ is ______ at maintaining an active role in building the Project Management and Estimating communities by sharing their knowledge and experience with others on their team.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at engaging others on the Project Team(s) so we can work cooperatively to complete projects and achieve common goals.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at being open to receiving feedback and ask clarifying questions during their on estimating reviews for continuous improvement.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at handling the varying degrees of stress they experience from their project(s).

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at engaging with others on their team for their input on difficult or challenging or stressful situations.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at setting SMART goals with me. (SMART goals are specific, measurable, attainable, realistic and time-bound)

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

_____ is ______ at achieving SMART goals we set up. (SMART goals are specific, measurable, attainable, realistic and time-bound)

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 0 = Need More Information

Setting SMART goals with the individuals who they supervise and discussing how their goals align to the Company's strategic vision.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 5 - Not Applicable; my team member doesn't supervise others at this time

_____ is ______ at motivating their direct reports to leverage each other's knowledge and experience to exceed goals and learn from each other in general.

  • 1 - Emerging
  • 2 - Skilled
  • 3 - Leader
  • 4 - Master
  • 5 - Not Applicable; my team member doesn't have any direct reports
  • 0 = Need More Information

This section focused on leadership skills focused on influence, goals, and collaboration. In your opinion, what areas of Leading Self & Others would your team member benefit from receiving additional knowledge, training or experience?

If not, please type N/A in the space provided and submit your response.