Performance Planning & Target Agreement
Pre-tracking phase
Objectives, KPIs, targets, weightings, means of verification and review schedules are jointly defined, reviewed and approved here. Once activated, targets are locked and any change requires a change-request with audit trail.
Draft → Approve → Activate
Targets locked after activation
Planning Cycles
Configurable
Annual Planning Cycle 2026
in approval
Performance Year · 2026
Start
2025-10-01
End
2025-11-30
Approve by
2025-12-15
H1 2026 Semi-Annual Cycle
open
Performance Year · 2026
Start
2025-12-01
End
2026-01-15
Approve by
2026-01-31
Q2 2026 Quarterly Refresh
open
Performance Year · 2026
Start
2026-03-15
End
2026-03-31
Approve by
2026-04-07
Performance Agreements
Alex Morgan
Individual
Manager Review
Branch Manager — Westlands
Objectives, KPIs & Targets
Total weight 100%
| Objective / KPI | Target | Weight | Verification | Evidence | Review | Distribution |
|---|---|---|---|---|---|---|
Loan portfolio growth Grow profitable lending | 18 % | 25% | Core banking report | Monthly portfolio extract | monthly | Historical distribution |
PAR > 30 days Protect asset quality | 4 % | 20% | Risk dashboard | Risk register sign-off | monthly | Equal distribution |
CSAT Delight customers | 86 pt | 15% | CX survey platform | Quarterly CX report | quarterly | Equal distribution |
CASA ratio Drive deposit mobilisation | 52 % | 20% | Treasury MIS | Monthly CASA report | monthly | AI recommended |
Engagement index Build a high-performing team | 78 pt | 10% | HR pulse survey | Engagement survey results | semi-annual | Manual distribution |
Cost-to-income Operate efficiently | 48 % | 10% | Finance MIS | Quarterly financial pack | quarterly | Historical distribution |