CMP … A One Sysco Approach Activity: Rating Marketing Associates Instructions: Part I: – Work Individually: – Assign a final overall annual rating for all three associates using the Leadership Framework and Performance Rating Scale. Part II: – Work in your Table Team: – Come to a consensus on a proposed final rating for all three associates. – Use the Leadership Framework Worksheet and the Performance Rating Scale to support your rating. – Debrief using rating questions below. Rating Discussion Questions; – What rating did you assign Joe? Jorge? Triniece? – Why did you assign that specific rating? – Give some examples to support very high or low ratings. 1 Sysco Talent Management May 2014 CMP … A One Sysco Approach Activity: Rating Marketing Associates Jorge Caban Marketing Associate: Overall Rating ___________ Results were just under plan Conscious effort to use 360 GP $ growth exceeded – deeper understanding of new commission structure will support more growth Margin rate is on target - expectation of greater growth. He brings great value to his customers and can afford to charge more AR Collections – below target and not consistent due to the takeover of Tara’s customers Account Profitability – is on target - needs to focus on planning for profit by analyzing opportunities Overall Jorge did a good job considering now many accounts he took over due to turnover in the district. Jorge’s high integrity and accountability supports his ability to grow. Jorge finished the year strong in Sales, GP% and GP$. Jorge’s acceptance of feedback and drive for results supports his success. Triniece Diaz Marketing Associate: Overall Rating _____________ Results were on plan Great use of 360 GP $ growth significantly exceed – using 360 to drive result. Growth obtained by targeting specific categories Margin rate exceeded – focused on Disposables and Chemicals – high margin categories AR Collections – missed this target, needs to spend more time planning her time to collect the appropriate payments Account Profitability – is on target – needs to utilize Sysco resources; Several accounts did not participate in a business review in over a year. Overall Triniece did great job in her territory. Triniece has great work ethic and impeccable integrity. Triniece could utilize Sysco resources to drive account penetration for greater margin and sales growth. Joe Black Marketing Associate: Overall Rating______________ Results were below plan by 60% Intermittent use of 360 – good use for account penetration opportunities, spend an equal amount of time filling and closing his prospect pipeline to support success GP $ growth is just under plan. Decline is directly related to lost business. Joe’s drive will turn this around. There is improvement in Q4. Margin rate is .5% below target. Decline is directly related to lost business. Joe needs to focus on recouping the lost business. AR Collections are on target if the lost business AR numbers are removed. Account Profitability – Joe had growth in each quarter in both protein and produce. Account Penetration is Joe’s strong asset. Overall Joe has had a challenging year. Joe’s year end numbers are disappointing. He has worked very hard to overcome some of his challenges. Despite technical challenges Joe has found value in 360. Joe continues to be one of the best in mentoring new MA’s on listening to customers and delivering solutions. Sysco Talent Management May 2014 2
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