Quick Evaluation Form - Estimation

Date of Evaluation: *

Purpose of Evaluation: *

Direct Supervisor: *


Technical Skills *

Not ApplicableUnacceptableImprovement NeededMeets ExpectationsExceeds ExpectationsOutstanding
Collects comprehensive information about the project requirements from Clients / Account Manager
Understands scope of work
Understands the material breakdown and the cost of each component
Prepares an accurate estimate for the BOM and follow through the workflow on Odoo at CRM phase, SO phase and MO phase
Follows through the workflow on Odoo from CRM Phase, SO and MO phase
Reviews estimates and revisions for completeness and accuracy
Monitors confirmed sales order
Prepares cost analysis for material, labor, equipment, subcontractor and overhead costs incurred in the installation of projects
Inputs cost data into company ERP system
Notices differences between estimated cost and actual cost
Coordinates the closing of projects on Odoo for collection
Coordinates with the Technical Team and Production team for the material proposals and Bill of Materials
Confers with production and operation on changes and adjustments to cost estimates
Exhibits strong knowledge in financial and project management principles
Ability to research and analyze data
Portrays robust math and IT with an analytical mindset

Soft Skills *

Not ApplicableUnacceptableImprovement NeededMeets ExpectationsExceeds ExpectationsOutstanding
Takes initiative
Takes responsibility for his/her actions
Works effectively without continuous guidance and supervision
Generates ideas to improve technical process
Exhibits self motivation
Demonstrates positive attitude and flexibility
Demonstrates awareness and consciousness for time, cost and resources
Handles multiple tasks
Prioritizes work and related tasks
Makes timely and accurate decisions
Analyzes and solves problems promptly
Communicates information transparently and precisely
Provides proper feedback
Attendance
Attitude with Colleagues
Attitude with Supervisors
Work Ethics

Overall Feedback: *