(1) First of all, what is the value of the enterprise? From the most primitive and simple profit to the basic idea of improving the living standards of employees and providing consumers with better goods. ?
(2) "introspection" is to clearly understand and analyze the company's own strengths and weaknesses, such as poor sales ability and strong R&D ability of technicians. ?
(3) "Looking outward", you should know what changes have taken place in the external environment around your company, including changes in consumption habits, changes in government laws and regulations, changes in labor and environmental protection, whether it will create possible opportunities and threats for the company itself. ?
(4) After clearly grasping the opportunities and threats of the external environment and knowing their own strengths and weaknesses in detail, formulate a very clear goal and policy and quantify it as much as possible. ?
(5) Find out the possible implementation plan after defining the goal. ?
(six) in-depth implementation of the plan. ?
(seven) check the results and improve. ?
The following is the annual management index assessment scheme of a subsidiary of a group company, hoping to help you.
1 General:
The purpose of formulating the assessment scheme of business management indicators in 2003 is to check and reflect the completion and operating efficiency of various business management indicators in the assessment year, mobilize the enthusiasm of business leaders, urge business leaders to continuously improve their management level, and strive to develop and expand the company's business scale and economic strength.
2 Appraisal object:
The personnel above the department manager of the holding subsidiary (including those who actually preside over the work of the department) shall be determined by the Human Resources Department.
3 business indicators:
3.1* * * income (subject to the actual funds in place)
3.2** Gross sales margin: (selling price-buying price) * Sales volume
Note: the purchase price includes freight; ?
3.3 Management expenses (excluding depreciation expenses, amortization expenses, expatriate salaries, sales commissions and year-end bonuses)
3.4 Business entertainment expenses (special expenses are specially approved by the Head Office)
3.5** Sales revenue (refer to the index, subject to the actual funds in place)
3.6 Input-output ratio (reference index): total income of the current year/total investment of the previous year (project investment+management expenses).
4 business indicators assessment method:
4. 1 Complete or exceed the * * income (if the management fee exceeds the standard, deduct the part that exceeds the standard), and issue a special completion award with the same amount in the risk of mortgage (not belonging to the return category).
4.2 Exceeding the * * revenue target (if the management expenses exceed the standard, the excess part of the management expenses shall be deducted), and the excess part shall be rewarded in proportion: 5% for the part below 500,000 yuan; 500,000 yuan to 6.5438+0 million yuan, 7%; 1 10,000 yuan to 2 million yuan,10%; More than 2 million yuan, 20%.
4.3 If the income target of * * is not completed (if the management expenses exceed the standard, the excess part of the management expenses shall be deducted), the mortgage risk of the appraised object shall be deducted according to the proportion of the difference part.
4.4 Exceeding the * * sales gross profit index, the excess part will be rewarded by 5%.
4.5 If the sales gross profit index of * * is not completed, the bonus or mortgage risk of the appraised person will be deducted by 5% of the difference.
4.6 Assessment method of management expenses: If the management expenses are within the limited indicators, there is no reward or punishment; If the index exceeds the limit, the finished value shall be deducted by 100% of the excess.
4.7 Allocation method of business entertainment expenses: business entertainment expenses are used as general manager's funds under the control of the general manager. If it is lower than the assessment index, the assessment object will be rewarded by 30% of the saving part; If it exceeds the assessment index, the excess part will be deducted in full, and the bonus of the assessment object or the mortgage risk of the general manager will be cashed.
4.8 Input-output ratio assessment method: At the end of the year, all subsidiaries are ranked according to this indicator, and the top three companies add 3, 2 and 1 point to the total assessment score of management indicators respectively.
5 management indicators and management indicators assessment methods:
5. 1 management indicators: each functional department formulates and evaluates each subsidiary. Each department has a corresponding weight, and the sum of all weights is 1.
Assessment Standard of Safety Production Department (weight 0.22)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 The annual accidents in production safety are zero. According to the nature of the accident, the fine will be unlimited; Major accidents should be handled separately; Work safety should be rewarded as appropriate.
2. Safety management system Whether the safety system and management system are sound; 5. The security system is missing a-1; Imperfect management system and unclear safety responsibility -2.
3 Daily safety inspection shall be conducted once a day, once a week and once a month. Record 10 is missing once-1 point, and add 1-5 point when major hidden dangers are found and confirmed by the head office.
4 rectification scheme, preventive measures and rectification completion rate of potential safety hazards 100%5. If one item is not implemented, get -2 points, and if the rectification is in place, add 1-5 points.
5. Hold at least 1 safety activities and meetings every month with detailed records. 5. If one item is missing, get -2 points.
6. On-the-job training rate of on-the-job safety education and training 100%2. A person has never practiced-1.
7. The construction safety protection rate is 100%2. One place is not up to standard-1.
8. Whether the basic data such as safety meeting records, safety education records, safety inspection records, accident files, safety activity files, equipment technical files and user files are complete; 5 items are missing-1 minute.
9 Equipment intact rate Process equipment, instruments and electrical appliances intact rate 100%5 A defect-1 minute.
10 dynamic and static seal leakage rate, zero leakage, 5 one leakage point-1 point.
1 1 pipe network integrity rate 100%5 pipe network and facilities are not in good condition-1 min.
12 The integrity rate of safety fire-fighting facilities shall be put into trial operation once a month, and the fire-fighting water gun shall be discharged for 5 minutes, and the fire-fighting water gun shall be recorded as substandard for 5 times -2 points.
13** gas stop rate 100% gas supply interruption will be deducted 5 -5 points at a time.
14 records of operation, shift change and line inspection are clear and complete; 3. Unclear records-1; Incomplete-1.
15 The user's application for repair and emergency repair records are complete; 3 Missing once-1 point.
16 emergency vehicles, tools and accessories are in good condition, and emergency personnel are on duty 24 hours a day. Arrive at the scene within 15 minutes after receiving the emergency repair alarm. 5. One item is not implemented -2 points.
17 Implementation rate of arrangement 100%5 Failure to complete as required-1 score.
18 safety day, ten-day and monthly reports are complete and reported on time. 5 If the content is incomplete-1, if it is not reported on time-1.
Engineering construction (technical department, engineering management department) assessment standard (weight 0.22)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
For the 1 project contract, the selection of the construction team should meet the requirements of unified management of the project, and the standardized contract text should be adopted. Before signing the contract, it must be approved by the Head Office. After signing the contract (including the contract annex), it should be reported to the Head Office for filing, and the contract terms should be strictly observed in the implementation process. 15 does not add points as required, or 3 points will be deducted for each violation until the deduction is finished.
2. The construction period is the standard construction period approved by the Head Office (the floating range is 0-5%); 5 in line with the approved time limit for full marks, each additional 5 days were reduced by 2.5 points, until the deduction.
The quality of the project must be checked and accepted by the relevant departments. Quality grades are divided into excellent, qualified and unqualified. 10 is excellent, 5 is qualified and 0 is unqualified.
4. The supervision and inspection of engineering construction shall be reported once a month. 10, 2 points will be deducted for each missing item, and 1 point will be deducted for each delayed item until the deduction is finished.
5. No matter who is responsible for the dynamic safety evaluation in the process of engineering safety construction, there is no accident 10, 8 points for minor accidents, 6 points for general accidents, 2 points for casualty accidents and 0 point for major casualty accidents.
The target control amount of cost control is the static cost (that is, the construction drawing budget) and the dynamic cost (the visa part fee) approved by the head office. If the design scheme changes or is adjusted, the target control quantity will be adjusted accordingly. 20 Within the static cost range (the floating ratio is 5%), it is 10, and for every 5% increase or decrease, it will be reduced by 5 points respectively. The limit of dynamic cost is 5% of static cost, and within this range, you will get 10, and 5 points will be deducted for every 5% increase.
7. All kinds of engineering reports shall be filled in accurately, and shall not be omitted or delayed, so as to report 10 in time as required without extra points, and each omitted report shall be deducted by 3 points, and each delayed report shall be deducted by 1 point until the deduction is finished.
8 The arrangement, filing and handover of completion data should be carried out simultaneously with the project, so as to collect and arrange in time. If the 10 project is authentic, accurate and complete, 5 points will be scored if it is bound within one week after completion, and 5 points will be scored if it is reported for the record within one week after completion and acceptance, otherwise, no score will be scored.
9 Perform the examination and approval procedures According to the requirements of "unified management of the project", all matters related to the project must strictly perform the 10 examination and approval procedures, and get full marks as required; Failing to perform the examination and approval procedures or "doing things first" will be deducted 5 points for each item, and 2 points will be deducted for each item that has been approved but not approved, until the deduction is finished.
Evaluation standard of material purchasing department (weight 0. 16)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 Submit the requisition for materials and equipment according to the engineering requirements, and indicate the materials, equipment model, specifications, quantity, technical requirements and delivery time. It is required that 10 should be done as required, without extra points, and it is-1 if it is not done for three times.
The requisition for materials and equipment must be signed and sealed by the leader of the subsidiary. 10 failed to score as required,-1 failed to score for three times in total.
3 Purchase Plan Each subsidiary must make a material purchase plan and submit a purchase order at most once a week (except in special circumstances). 10 If you do it as required, you won't get extra points, and you haven't done it for three times in total, that's-1.
4. Confirmation of materials and warehousing of materials and equipment. After the arrival of materials and equipment, check the arrival time, quantity, specification and quality according to the purchase list and supply list, sign, confirm, stamp and record, and go through the warehousing formalities. 10 failed to score as required, and failed to score for three times-1.
Within three days after the arrival of the goods, the confirmed and stamped arrival notice must be faxed to ministry of materials and equipment for filing. 10 won't get extra points if you do it as required, and you won't get-1 point if you do it three times in total.
6. The outbound formalities must be handled. 10 failed to score as required, and failed to score for three times-1.
7 inventory must be controlled within 300,000 yuan (except during the construction period; Except for the backlog of original reports) 40+1 minute for each reduction of 20,000 yuan; For every increase of 20,000 yuan,-1 minute.
Evaluation standard of marketing department (weight 0.08)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 account opening completion rate 100%20 30% completion is divided into 6 points, and thereafter every 10%+2 points.
2. Exhaust completion rate 100%, 15. 8 points when 30% is completed, and every 10%+ 1 minute thereafter.
3** Capital recovery rate 100%. When 40% is completed, it will be divided into 9 points, and then every 10%+2 points.
4** The sales rate 100% 15 40% is 9 points, and every 10%+2 points thereafter.
5. The completion rate of arrangement work is 100%, 10%. Every job is delayed or not completed-1.
6. The completion rate of work report 100% 14 is 2 points for each form.
7 No service quality complaint 6 One complaint-1 point
8. There is no illegal operation in the qualified rate of operation process; 5 points will be deducted for illegal operation depending on the seriousness of the case.
Evaluation Standard of Human Resources Department (weight 0.08)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 Staff training is conducted four times a year and once a quarter. Training should be targeted and make a good training plan. After each training, summarize the training results and report them to the Human Resources Department of the Head Office. If you don't get extra points as required, on the contrary, you will get 5 points for each item.
Employee evaluation is conducted four times a year and once a quarter. To achieve fairness, justice and fairness, it is divided into five categories: excellent, excellent, good, average and poor. After each assessment, report the assessment results to the Human Resources Department of the Head Office. 30 to achieve excellent +5 points, below the average level of -5 to 10 points.
The recruitment, employment, dismissal and wages of employees, as well as the payment of wages and allowances, must be reported timely and accurately every month. If you don't get extra points as required, on the contrary, you will get 5 points for each item.
4. Summarize the daily management attendance and employee leave audit every month and report it to the Human Resources Department of the Head Office. 10 does not score points as required, otherwise-5 points will be added for each item.
Assessment Standard of Planning Management Department (weight 0.08)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 Work approval shall be submitted to the Head Office for approval according to the workflow requirements. 15 If it is implemented according to the examination and approval opinions, no extra points will be given, otherwise -2 points will be given each time.
2. Submit the monthly report timely and accurately. Monthly report 20 submitted as required, no extra points. Every delay is-1, and every three mistakes are-1.
3. Input daily, weekly, ten-day, monthly and quarterly reports on time and accurately; 30. Do not add points if required; If 3 items are missing, the diary will be-1, and other reports, 1 will be -5. Delay once-1 min. Every 3 errors-1 minute.
4. If it is implemented according to the requirements of documents and notices, 20 points will be awarded if it is implemented according to the requirements, and-1 point will be awarded if it is delayed once, and -3 points will be awarded if it is not implemented.
5. Regularly or irregularly check whether the implementation of the work meets the requirements. 15 Reward and deduct points as appropriate according to the investigation results.
Assessment Standard of Finance Department (weight 0.08)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 Total expenses The total amount of management expenses, financial expenses and operating expenses, including depreciation and other non-cash expenses. 30 The total expenses incurred in the whole year are within the standard, and no deduction will be made. Exceed the standard, according to the degree of exceeding the standard points.
2 Business entertainment expenses include meals, gifts and other expenses for entertaining customers. 10. If the annual amount is within the standard, no points will be deducted. Exceed the standard, according to the degree of exceeding the standard points.
3 Travel expenses include travel expenses, accommodation expenses, travel subsidies and local transportation expenses of employees of the company. 10 The annual amount is within the standard, and no points will be deducted. Exceed the standard, according to the degree of exceeding the standard points.
4. The financing amount refers to the loan amount of the local bank, which is 50% of the total investment of the head office in the previous year (in the case of no previous year, it is the current year). 30 No points will be deducted for completing the target, and points will be deducted for not completing the target.
The assessment of daily work quality includes whether all internal and external statements and financial analysis reports are prepared, submitted in a timely, accurate and complete manner, and whether the allocation of funds conforms to the system. The assessment is conducted once a month, with a comprehensive average throughout the year.
Evaluation standard of president's office (weight 0.08)
Serial number assessment index content assessment requirements or index value standard score assessment score standard and award (deduction) limit.
1 Archives management shall be carried out in strict accordance with the Interim Provisions on Archives Management of Tongda Company; If the documents and materials of subsidiaries meet the requirements of the headquarters for filing, they shall be reported to the headquarters for filing in time. 20. If the enterprise archives conform to the Interim Provisions on Archives Management, no extra points will be awarded. Does not meet the requirements and? Require filing, each -5 points.
2. The expense audit shall be carried out according to the expense reimbursement system of Tongda Company. Review of various reimbursement expenses, including communication expenses and travel expenses (including travel expenses, accommodation expenses, travel subsidies and local transportation expenses of company employees) 20. If the expenses meet the requirements of the reimbursement system, no points will be added, and if they do not meet the requirements of reimbursement, points will be deducted according to the degree of exceeding the standard.
The examination and approval of fixed assets (daily office supplies) shall be reported to the Head Office for examination and approval according to the requirements of working procedures, and shall be implemented according to the examination and approval opinions. At the same time, do a good job in the management of fixed assets and low-value consumables, so that the accounts are consistent with the facts. 10 does not get extra points as required. On the contrary, every time -5 points.
4 Corporate culture The implementation of corporate culture activities has promoted cultural contact, enhanced the cohesion of enterprises, and timely understood and communicated with employees. 20. Fully implement the corporate culture spirit of the Head Office (at least/kloc-0 times per year), with +8 points each time. Understand and handle employee feedback in time. If the situation is not handled or improperly handled, -3 points will be deducted for each occurrence.
5 The issuance, sale and management of internal seals of seal management company 10 do not receive extra points as required. On the contrary, every time -5 points.
6. The assessment of daily work quality shall be carried out in accordance with the Detailed Rules for the Implementation of Website Periodicals of Tongda Company and the Administrative Measures for Document Processing of Tongda Company. And do a good job in daily administrative work, such as the orderly sending and receiving of official documents, the timely transmission of headquarters documents and the uploading and distribution of meeting spirit. 20 times a month, with a comprehensive average of one year.
Total Assessment Score = ∑ Department Assessment Score * Weight
Management indicator deduction amount = mortgage risk *( 1- total assessment score /90), where 90 is the adjustment factor.
Finally, the number of refunds from risk of mortgage = risk of mortgage-the deduction amount of operating indicators (the deduction part of insufficient bonus)-the deduction amount of management indicators.
Note: a? * * The cost completion award is recorded separately; B? If the deduction amount of the management indicator is negative, it is the bonus amount.
5.2 According to the plans of various functional departments, the mortgage risk is weighted. Each functional department makes a pre-score every quarter and sends it to each subsidiary.
5.3 If 50% of the construction and maintenance fee index is completed or exceeded within half a year, the prize can be pre-awarded, that is, 50% of the completion prize will be issued in advance.
6 Risk mortgage:
The monthly mortgage risk of the appraised person is 50% of his salary (payable amount, excluding regional allowance), which is deducted from his salary by the human resources department of the head office or subsidiary company on a monthly basis.
7 Evaluation Description:
7. 1 Evaluation period: 2003 1 October 1 to February 20031.
7.2 Assessment basis: the operating indicators shall be subject to the year-end audit of the Head Office, and the management indicators shall be subject to the year-end assessment of various functional departments. At the end of the year, a comprehensive audit team composed of the head office will audit all subsidiaries.
7.3 Appraisal organization: Planning Management Department is the competent appraisal department, and the appraisal committee of the Head Office conducts the appraisal.
7.4 Cash time of rewards and punishments: within the first quarter of the following year.
7.5 Assessment method: According to the assessment method of business indicators, the excess (surplus) prize is calculated first, and then the liquidated damages are calculated. If the excess (surplus) prize is insufficient to be deducted, it shall be deducted according to the mortgage risk ratio, and if it is still insufficient to be deducted, it shall be deducted from the mortgage risk. Based on mortgage risk, assess management indicators.
7.6 Distribution coefficient of excess (savings) bonus: 30% for general manager; 20% for the deputy general manager (shared by many people); The balance will be awarded to other appraisal objects and other employees who have contributed to the company's benefits, and the reward scheme will be reported to the Head Office for approval.
7.7 All subsidiaries must strictly implement the rules and regulations promulgated by the head office. Violators will be given economic or administrative penalties depending on the seriousness of the case. In case of serious cases, this agreement will be terminated and transferred from their posts.
7.8 For the projects that the Head Office decides to suspend investment, the income indicators will not be assessed.
7.9 When the post changes, it shall be assessed monthly according to the on-the-job time, and the management indicators shall be assessed according to the year-end results.
8 Precautions:
Team members of all subsidiaries should intensify their marketing efforts, go all out to do a good job in all aspects, and ensure the completion of the above indicators. Do not neglect their duties, and do not accept any money from contractors or construction units or items with a value above 200 yuan. Once found, the award-winning qualification will be cancelled, and disciplinary action will be given according to the seriousness of the case.
9. After the end of the year-end assessment, the last elimination system will be implemented:
9. 1 total score =0.55* quality assessment score +0.45* management assessment score;
9.2 Total score
9.3 the total score of the last one
10? The final interpretation right of this appraisal scheme belongs to the appraisal committee of the Head Office.