SALON MANAGEMENT PERFORMANCE
APPRAISAL
Name____________________________________________
O = How I rate myself
[ ] = Manager's Rating Salon Location_________ Date______/______/______
The performance appraisal (PA) is designed to be a feedback tool, an instrument of two
way communication. During the PA there should be no great surprises since the goal is
ongoing feedback. Schedule appraisals well in advance and conduct in a private setting
(without interruption) with adequate coverage to handle customer service and operational
demands of the day. Place emphasis on having an open conversation and discussion on
growth factors, not on the rating marks themselves.
Prior to the PA, each person being rated should complete a self-appraisal. Use this form
to indicate each self-rated factor by circling a number and taking notes as appropriate.
The appraiser's rating should be noted by drawing a square.
The preferred format of the appraisal discussion is for the appraiser to open with a
reading of the Rater's General Comments along with an overall rating. Next, the person
being apprasied apraisee should speak regarding each dimension/factor with the appraiser
following up on those comments with thoughts and prepared comments, thus allowing a
free flow from one topic to the next.
PLACE THE SIGNED ORIGINALS OF THE APPRAISAL IN THE
MANAGER’S HUMAN RESOURCE FILE.
I. GENERAL ATTITUDE 10 9 8 7 6 5 4 3 2 1 T3* O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Lives up to the Mission Statement and leads by example.
_____ Believes in the worth of empowerment to serve and satisfy the guest - now. _____ Puts the guest first in all situations and acts on the guest's behalf in all decisions. _____ Is constantly thinking of new and better ways to serve the guest.
_____ Believes that if you are going to make a mistake, it is better to error for the guest.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Actively recruits qualified candidates to ensure adequate salon coverage at all times.
_____ Only hires individuals who are believed to have a positive guest service attitude and excellent technical skills.
_____ Greets guests personally and offers appropriate feedback to associates regarding their greeting standard.
_____ A team atmosphere is set throughout the salon.
_____ Treats each person with dignity -- all guests are treated as valued individuals. _____ Promotes the ideal o f each guest leaving the salon feeling better about her/himself. _____ When not serving a guest, actively promotes salon business and properly delegates
promotional tasks to salon team.
_____ Phone is always answered by the third ring and proper salon greeting is used.
_____ Salon team is properly trained in Guest Service through role play, coaching and feedback. _____ Is consistently a positive guest service role model.
_____ Consistently demonstrates confidence and technical ability to perform all services. (If applicable) _____ Maintains open communication with salon team, always keeping them informed of important company
sponsored education seminars, policies, promotions and events. _____ Ensures that each guest is thanked and invited to return.
_____ Ensures that each new guest receives a Thank You card and other mailers as appropriate.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
SALON MANAGEMENT PERFORMANCE
APPRAISAL
Page 2
BEHAVIORAL FACTORS
I. LEADERSHIP 10 9 8 7 6 5 4 3 2 1 T 3 O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Communicates: allows two way communication with each person. Fosters team effort. _____ Listens to individuals concurs and ideas --deals fairly and consistently with everyone. _____ Motivates in a manner that inspires confidence, respect, cooperation and enthusiasm. _____ Increases the productivity of subordinates.
_____ Fosters a productive work environment, builds morale, and stimulates people to excel. _____ Delegates: empowers subordinates to get the job done.
_____ Follows up on all delegated tasks.
_____ Gives appropriate ongoing feedback (both positive and negative) to all regarding performance. _____ Shows the courage/wisdom to trade up on non-productive/"counter customer" people.
_____ Follows through on regular salon meetings expressing a sincere desire to cultivate a strong and productive team.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
HUMAN RELATIONS FACTORS IMPACTING LEADERSHIP EFFECTIVENESS
Interpersonal Skills 10 9 8 7 6 5 4 3 2 1 T3 O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Takes 100% responsibility for building and maintaining a strong team. _____ Demonstrates ability to interrelate positively with others at all levels. _____ Perceives and reacts sensitively to the needs and behavior of others.
_____ Pleasant and friendly when dealing with team members, peers and subordinates. _____ Compromises when appropriate in order to attain the desired objective.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
Flexibility 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Receptive to new ideas or methods _____ Conforms if necessary to new situations
_____ Subscribes to the principle of constant improvement
_____ Open and eager to attend advanced training classes, ensuring proper attendance of salon team.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
SALON MANAGEMENT PERFORMANCE
APPRAISAL
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Temperament 10 9 8 7 6 5 4 3 2 1 T3 0 E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Handles daily problems and crises, maintaining a rational even-tempered approach. _____ Retains composure under adverse conditions and stress.
_____ Maintains an outlet or s ounding board so that stress does not become harmful.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ PROFESSIONAL IMAGE 10 9 8 7 6 5 4 3 2 1 T3* O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Sets the example by consistently wearing clean, fashionable attire that is compliant with the dress code policy.
_____ Hair consistently finished and fashionable.
_____ Cosmetics worn consistently, appropriately and professionally. (If applicable) _____ Shoes consistently clean and fashionable.
_____ Proper hosiery and undergarments are worn at all times.
_____ Consistently and appropriately accessorizes so as to enhance professional appearance. _____ Total look promotes a feeling of trust with guests.
_____ Personal hygiene always impeccable.
_____ Salon sanitation practice is consistently up to standard.
Comments________________________________ ___________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ II. IMPACT Initiative 10 9 8 7 6 5 4 3 2 1 T3 O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Takes the lead by organizing important activities within the scope of assigned responsibilities in the absence of instructions.
_____ Pushes the work rather than letting it push her or him. _____ Does not procrastinate.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
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APPRAISAL
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Effort 10 9 8 7 6 5 4 3 2 1 T3* O E+/E E- P+ P P- NP+ NP NP- 1 T _____ Displays a high level of work motivation and effort.
_____ Uses physical and mental energy to accomplish goals.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
Accepts Responsibility 10 9 8 7 6 5 4 3 2 1 T3 O E+/E E- P+ P P- NP+ NP NP- 1 T _____ Assumes the responsibilities which are delegated.
_____ Copes with and properly utilized the authority that is delegated with the responsibility. _____ Maintains accountability for actions.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
Meeting Participation/ 10 9 8 7 6 5 4 3 2 1 T3 Communication O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Takes information back to salon team, sharing with all who are affected. _____ Conducts salon meetings at least once a month.
_____ Expresses oneself effectively one-on-one and in small groups.
_____ Has the daily discipline to thorough read and react to all correspondence (mail and fax), take messages, and communicate all relevant information to team.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
III. MANAGEMENT CONTROLS
Planning 10 9 8 7 6 5 4 3 2 1 T3 O E+/E E- P+ P P- NP+ NP NP- 1 T _____ Uses monthly planner.
_____ Reads all mail thoroughly before setting out weekly plans.
_____ Uses foresight in o utlying and preparing for promotions and projects.
_____ Plans and executes exciting, successful special events and promotions in accordance with supervisors direction.
Comments__________________________________________________________________________ _ ______________________________________________________________________________ ___________________________________________________________________________________
SALON MANAGEMENT PERFORMANCE
APPRAISAL
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Personal Organization 10 9 8 7 6 5 4 3 2 1 T3 O E+/E E- P+ P P- NP+ NP NP- 1 T _____ In general, "there's a place for everything and everything is in it's place".
_____ Reception, filing and dispensary organization is per standards. _____ Daily to do lists are maintained and forwarded verbally or via note. _____ Projects and tasks are organized into logical phases and tasks. _____ The principles of time management are recognized and adhered to.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
Monitoring/Controlling 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T _____ Monitors and manages projects, tasks and human resources to assure results according to plan.
_____ Controls payroll cost, remaining within forecast guidelines by promoting business and decreasing
scheduled hours when necessary.
_____ Controls supply cost, remaining within forecast guidelines by maintaining accurate, up to date inventory and ordering according to established manual guidelines.
_____ Sets and updates daily goals for all team members according to guidelines or personal goals, whichever is higher.
_____ Has check points and reacts in an appropriate and timely manner when variances from goals have occurred.
_____ Does not become so absorbed in personal task accomplishment that associates and their work progress is ignored.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
IV. GENERAL PROFICIENCY
Aptitude and Ability to Learn 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Copes well and responds positively to change in policy and/or administrative procedure. _____ Quickly learns new techniques and processes.
_____ Quickly adapts to new technical procedures and products and encourages salon team to do the same.
_____ Retains what is learned and can follow instructions easily.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
IV. GENERAL PROFICIENCY
Aptitude and Ability to Learn 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Copes well and res ponds positively to change in policy and/or administrative procedure. _____ Quickly learns new techniques and processes.
_____ Quickly adapts to new technical procedures and products and encourages salon team to do the same.
_____ Retains what is learned and can follow instructions easily.
Comments___________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
SALON MANAGEMENT PERFORMANCE
APPRAISAL
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Decision Making 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Makes sound decisions based on proper facts and data. _____ Analyzes all phases of a situation before making a decision. _____ Shows discretion and discernment.
_____ Is willing to make decisions.
Comments___________________________________________________________________________ ___________________________________________________________________________________
Management Productivity 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Gets the job done in terms of quality and within budget. _____ Gets the job done on t ime.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ Ability to Prioritize 10 9 8 7 6 5 4 3 2 1 T3 O E+/E E- P+ P P- NP+ NP NP- 1 T
at the moment.
_____ Re-prioritizes when necessary, shifting thought and processes to new priorities quickly.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
Administrative Ability 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Thoroughly reads the mail daily and organizes it in a productive fashion for execution and follow up.
_____ Uses follow up file system.
_____ Shows an interest and proficiency in record keeping, paperwork processing, procedures, reports, etc.
_____ Sets example by maintaining orderly and effectiv e appointment schedule, daily/weekly record, etc. _____ The filing system and salon itself is neat, clean and orderly.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
SALON MANAGEMENT PERFORMANCE
APPRAISAL
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Equal Opportunity Employment 10 9 8 7 6 5 4 3 2 1 T3
O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Seeks ways to hire qualified minorities. _____ Treats each person with dignity.
_____ Is fair and consistent in all manners of management.
Comments___________________________________________________________________________ ___________________________________________________________________________________
V. TECHNICAL DISCIPLINES
Human Resource Management/ 10 9 8 7 6 5 4 3 2 1 T3
Administrative O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Hires and retains a top quality, highly skilled team of professionals with the expertise to build and retain a successful client base.
_____ Uses the dual interview process and does reference checks.
_____ Conducts thorough orientations, before introducing team member to guests.
_____ Thoroughly trains, both personally and through subordinates, all new hires in all aspects of Guest Service procedure and salon administrative procedure using appropriate tools. _____ Develops team members as future management leaders and program implementers.
_____ Compensates team members fairly in accordance with performance and budget. _____ Conducts one-on-one progress reviews with each team member regularly. _____ Administers progressive discipline when warranted.
_____ Keeps confidential people matters in confidence as appropriate. _____ Maintains up to date and orderly human resource files.
Comments___________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________
OPERATIONS MANAGEMENT 10 9 8 7 6 5 4 3 2 1 T3 ADMINISTRATIVE O E+/E E- P+ P P- NP+ NP NP- 1 T
QUANTIFIABLE OPERATIONAL FACTORS Current Yr. Prior Yr. Budget
_____ Forecast, % over/under . ______ ______ ______ _____ Labor hours, over/under ______ ______ ______ _____ Payroll cost %, over /under ______ ______ ______ _____ Supply Cost in % of volume ______ ______ ______
SALON MANAGEMENT PERFORMANCE
APPRAISAL
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OVERALL EVALUATION
The appraisal factors are listed below. To help you determine an accurate, properly weighted overall rating, please complete this worksheet.
1. List the rating of each factor in the first column (any factor assigned a "T" rating should be shown as a "3" in the first column).
2. Note the second column has been filled in with the appropriate weighting. A "1" weighting indicates least important, but would not be on the form if it didn't hold some significance. 3. Multiply column "1" x column "2" = column "3".
4. Add column "3" (#1 --#12) for it's GRAND TOTAL.
5. Divide the GRAND TOTAL of column "3" by the GRAND TOTAL of column "2" for an overall weighted rating.
*Note the weighting of those factors in ALL CAPITALS is the highest due to it's importance.
TECHNICAL PROFICIENCY
EDUCATION 10 9 8 7 6 5 4 3 2 1 T3* O E+/E E- P+ P P- NP+ NP NP- 1 T
_____ Truly believes on-going education is the key to our success.
_____ Insures self and staff attends all required training; arriving on time, in dress code and prepared. _____ Shows genuine interest and participates in all training sessions attended.
_____ Promotes the utilization of all learned techniques within the salon.
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
SALON MANAGEMENT PERFORMANCE
APPRAISAL
Page 9
WORKSHEET
Column I Column II Column III 1-10 1-15 WEIGHTED RATING WEIGHT RATING GUEST SERVICE / RETENTION
1. GENERAL ATTITUDE _______ X 15 = __________ 2. BEHAVIOR PATTERNS _______ X 15 = __________ BEHAVIOR FACTORS 3. LEADERSHIP _______ X 15 = __________ 4. Interpersonal Skills _______ X 10 = __________ 5. Flexibility _______ X 5 = __________ 6. Temperament _______ X 5 = __________ 7. PROFESSIONAL IMAGE _______ X 10 = __________ IMPACT 8. Initiative _______ X 10 = __________ 9. Effort _______ X 10 = __________ 10. Accepts Responsibility _______ X 5 = __________ 11. Meeting Participation/ Commu nication _______ X 5 = __________ MANAGEMENT CONTROLS 12. Planning _______ X 5 = __________ 13. Personal Organization _______ X 5 = __________ 14. MONITORING AND CONTROLLING_______ X 15 = __________
GEN ERAL PROFICIENCY
15. Aptitude and Ability
to Learn _______ X 5 = __________ 16. Decision Making _______ X 5 = __________ 17. Management Productivity _______ X 10 = __________ 18. Ability to Prioritize _______ X 5 = __________ 19. Administrative Ability _______ X 5 = __________
20. Equal Opportunity Employment _______ X 10 = __________
TECHNICAL DISCIPLINES
21. Human Resource Management/Admin. _______ X 10 = __________
OPERATIONS MANAGEMENT/ADMIN. 23. QUANTIFIABLE OPERATIONAL FACTORS _______ X 10 = __________ TECHNICAL PROFICIENCY 24. EDUCATION _______ X 15 = __________ TOTAL _________ / _________ = _________ ___________________________________ ____________________________________
TEAM MEMBER DATE APPRAISER DATE
___________________________________ ____________________________________
PRINT TEAM MEMBER NAME PRINT APPRAISER'S NAME
