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  2. 2015
  3. March
  4. J
  5. Josh Mason

Josh Mason

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Exit Survey
 
 
You are providing input on Josh Mason, in his position as a Solutions Assistant. To begin, please review the job description.

Job Performance

Purpose of the Position
Heart+Mind Strategies’ (HMS) Solutions Assistants support all of the executional components of full-service market research engagements. By supporting other members of the client team and interacting directly with clients and operations partners, Solutions Assistants contribute to the high quality and efficient implement of each component of a research engagement while developing a strong foundation in market research fundamentals and HMS principles/approaches.

Scope
Solutions Assistants are vital members of each Client engagement team, providing support across all elements of qualitative and quantitative research engagements. Solutions Assistants focus on learning and efficiently executing the discrete/individual parts of a research project, ultimately developing the ability to independently manage research engagements with limited oversight. Solutions Assistants provide critical data visualization and PowerPoint expertise, create research deliverables (e.g., field instructions, sampling instructions, tab and banner plans, etc) and provide quality control (e.g., survey testing, survey monitoring, checking test banners, and data checking).

Responsibilities
1. Proofread and edit written documents (proposals, surveys, reports, presentations)
2. Perform data verification checks on charts in reports
3. Can read cross tabs and can efficiently and accurately update existing data presentations (data entry)
4. Develop and populate interview schedules
5. Test programmed surveys to ensure accurate programming
6. Establish directory set up and ownership of job folder
7. Demonstrate understanding of the sequencing and relationships among research elements and tasks
8. Obtain project costs and prepare project bids based upon critical job specifications
9. Complete relevant project accounting information (finalize BORIS forms, JPEs, SOWs)
10. Prepare field instructions
11. Understand different types of data and create accurate, appropriate and compelling PowerPoint charts/graphs which properly display data
12. Create, monitor and modify comprehensive schedules in collaboration with client, senior consultants and operations partners
13. Create appropriate agendas for project kick off calls
14. Run project kick off calls
15. Monitor daily status to bid specifications and prepare daily status updates
16. Complete data processing forms
17. Check data processing documents against specifications to assess accuracy
18. Review and edit open end coding
19. Understand research specifications and the impact on cost
20. Appropriately interface with clients, senior consultants and operations partners
21. Review toplines, test banners and tabulations to ensure accuracy
22. Analyze and summarize primary and secondary data
23. Prepare succinct written and verbal summaries of results


Overall, and considering the complete job description and list of responsibilities, to what extent is Josh meeting the expectations for successful performance in their Solutions Assistant position?
 
 
Needs improvement
 
Meeting expectations
 
Exceeding expectations
 
 
Following is a list of the critical responsibilities for a Solutions Assistant. Please indicate those elements where Josh is exceeding expectations, where he is meeting expectations, and where improvement is needed. If you do not have sufficient familiarity with an aspect of Josh's performance, please select that option. Please note that “meeting expectations” is an acceptable standard of performance.



With these questions, we are looking to focus on the key job elements where employees excel as well as those where improvement is needed so please be judicious in how you categorize performance on individual elements of the job.

Please note, on the next screens you will be asked to provide examples and discuss the areas where Josh is meeting expectations, exceeding expectations, or needs improvement. You may want to note how you have assigned the various responsibilities since you will not be able to toggle between the pages.

 
Needs improvement Meeting expectations Exceeding expectations Insufficient familiarity with this aspect of his job
Proofread and edit written documents (proposals, surveys, reports, presentations)
Establish directory set up and ownership of job folder
Can read cross tabs and can efficiently and accurately update existing data presentations (data entry)
Test programmed surveys to ensure accurate programming
Perform data verification checks on charts in reports
Develop and populate interview schedules
 
 
Following is a list of additional responsibilities for a Solutions Assistant. Please indicate those elements where Josh is exceeding expectations, where he is meeting expectations, and where improvement is needed. If you do not have sufficient familiarity with an aspect of Josh's performance, please select that option. Please note that “meeting expectations” is an acceptable standard of performance.



With these questions, we are looking to focus on the key job elements where employees excel as well as those where improvement is needed so please be judicious in how you categorize performance on individual elements of the job.

Please note, on the next screens you will be asked to provide examples and discuss the areas where Josh is meeting expectations, exceeding expectations, or needs improvement. You may want to note how you have assigned the various responsibilities since you will not be able to toggle between the pages.

 
Needs improvement Meeting expectations Exceeding expectations Insufficient familiarity with this aspect of his job
Run project kick off calls
Appropriately interface with clients, senior consultants and operations partners
Create, monitor and modify comprehensive schedules in collaboration with client, senior consultants and operations partners
Understand research specifications and the impact on cost
Prepare field instructions
Create appropriate agendas for project kick off calls
Analyze and summarize primary and secondary data
Check data processing documents against specifications to assess accuracy
Prepare succinct written and verbal summaries of results
Demonstrate understanding of the sequencing and relationships among research elements and tasks
Needs improvement Meeting expectations Exceeding expectations Insufficient familiarity with this aspect of his job
Complete data processing forms
Understand different types of data and create accurate, appropriate and compelling PowerPoint charts/graphs which properly display data
Review toplines, test banners and tabulations to ensure accuracy
Monitor daily status to bid specifications and prepare daily status updates
Obtain project costs and prepare project bids based upon critical job specifications
Complete relevant project accounting information (finalize BORIS forms, JPEs, SOWs)
Review and edit open end coding
 
 
 
Thinking specifically of the areas where Josh is exceeding expectations, what are specific examples of job-related behaviors Josh should keep doing? It is most helpful if you can cite specific projects and experiences in your response.
 
   
 
 
 
Thinking specifically of the areas where Josh needs improvement, what are specific examples of job-related behaviors Josh should change, modify, or start? It is most helpful if you can cite specific projects and experiences in your response.
 
   
 
 
 
Thinking specifically of the areas where Josh is meeting expectations, what specific examples of job-related behaviors do you suggest Josh employ in your view, in order to continue to grow and develop in his role as Solutions Assistant?
 
   
 
 
 
HMS Behaviors

Following are a list of behaviors that are important to performance and success at Heart+Mind Strategies. These behaviors are important regardless of one’s position and may manifest themselves in different ways depending upon the position.

• Dependable: does what he/she says he/she will do
• Accountable: takes personal responsibility for all aspects of their work
• Adaptable/Flexible: able to adjust to the situation at hand (e.g., client needs, workload, implementation challenges etc.)
• Consultative: works with others (internal and external) in a collaborative process that identifies needs and suggests solutions to satisfy those needs
• Shows/Takes Initiative: is self-directed and able to leverage resources to determine appropriate actions
• Solves Problems: anticipates difficulties and challenges, developing/seeking effective solutions, is decisive
• Collaborative: willing and able to work in effective partnership with others, is participatory
• Challenges Oneself: seeks opportunities to continuously improve and to try new things
• Respectful: is cognizant and appreciative of skill sets, contributions and ideas; is responsive, polite and considerate of others’ time and feelings. Supportive of colleagues.
• Insightful: leverages expertise, fresh perspective, a body of knowledge, is discerning
• Innovative: creates something new which adds value to our business and our work for clients
• Exhibits Enthusiasm: exhibits an affirmative, “can do” attitude, creates a positive atmosphere around them
• Focuses on Excellence: always strives to do one’s best work
• Plans: is thorough and thoughtful, habitually plans how work is organized and gets accomplished
• Delegates: effectively entrusts and turns over tasks/responsibilities to others for completion
 
 
Please indicate those behaviors Josh consistently demonstrates (and could be considered a role model), those that he demonstrates frequently/sometimes, and those that he demonstrates rarely or not at all.



Please note, on the next screens you will be asked to provide examples and discuss the behaviors where Josh needs improvement. You may want to note how you have assigned the various behaviors since you will not be able to toggle between the pages.

 
Demonstrates rarely/Not at all Demonstrates frequently/sometimes Consistently demonstrates Insufficient familiarity to rate
Exhibits Enthusiasm: exhibits an affirmative, “can do” attitude, creates a positive atmosphere around them
Consultative: works with others (internal and external) in a collaborative process that identifies needs and suggests solutions to satisfy those needs
Innovative: creates something new which adds value to our business and our work for clients
Delegates: effectively entrusts and turns over tasks/responsibilities to others for completion
Shows/Takes Initiative: is self-directed and able to leverage resources to determine appropriate actions
Dependable: does what he/she says he/she will do
Respectful: is cognizant and appreciative of skill sets, contributions and ideas; is responsive, polite and considerate of others’ time and feelings. Supportive of colleagues.
Insightful: leverages expertise, fresh perspective, a body of knowledge, is discerning
Plans: is thorough and thoughtful, habitually plans how work is organized and gets accomplished
Accountable: takes personal responsibility for all aspects of their work
Challenges Oneself: seeks opportunities to continuously improve and to try new things
Solves Problems: anticipates difficulties and challenges, developing/seeking effective solutions, is decisive
Focuses on Excellence: always strives to do one’s best work
Collaborative: willing and able to work in effective partnership with others, is participatory
Adaptable/Flexible: able to adjust to the situation at hand (e.g., client needs, workload, implementation challenges etc.)
 
 
 
Thinking specifically of the behaviors where Josh needs improvement, what are specific actions he should change, modify, or start?
 
   
 
 
 
Thank you very much for your feedback!
 
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