Observable behavior per Role
Sales & Marketing Intern
Project-Related Metrics
- Proactivity in Lead Follow-Up: Shows initiative by consistently updating and following up on leads in the CRM without needing reminders.
- Customer Orientation in the Sales Process: Maintains clarity and transparency in client communications, addressing queries quickly and thoroughly.
Role/Area-Specific Metrics
- Efficiency in Lead Management: Keeps the CRM up to date and responds promptly to requests from the sales team.
- Contribution to Marketing Content: Actively participates in creating content for social media and marketing campaigns, proposing ideas and meeting deadlines.
Head of operations
Project-Related Metrics
- Project Timeline Compliance: Ensures projects stay within the agreed timelines through consistent planning and follow-up.
- Quality in Deliverables: Maintains a high standard in team deliveries, verifying that quality requirements are met before each client delivery.
Area-Specific Metrics
- Efficiency in Resource Allocation: Allocates and coordinates resources effectively, ensuring they are used according to the needs and priorities of each project.
- Team Leadership and Satisfaction: Maintains open, supportive communication with team members, fostering a collaborative and respectful environment.
Project Manager
Project-Related Metrics
- Coordination and Timeline Compliance: Monitors project progress to ensure milestones are achieved as planned, preventing delays.
- Effectiveness in Client Communication: Communicates project status and manages client expectations clearly and promptly.
Area-Specific Metrics
- Consistent Team Support: Facilitates team work by resolving doubts and clarifying objectives, ensuring each team member understands their role and responsibilities.
- Obstacle Resolution: Identifies and addresses potential project bottlenecks, anticipating issues and proposing solutions.
Business Analyst
Project-Related Metrics
- Clarity in Requirements Documentation: Documents requirements in a detailed and precise manner, avoiding ambiguities and ensuring a clear understanding of the project.
- Timely Delivery of Documentation: Delivers project documentation and specifications within agreed deadlines, enabling smooth project progress.
Area-Specific Metrics
- Identification of Process Improvements: Proposes improvements in workflows, aiming to optimize time and resources in project execution.
- Support in Requirements Definition: Actively collaborates in gathering information for the accurate definition of project requirements.
Head of Design
Project-Related Metrics
- Design Quality and Client Satisfaction: Receives positive feedback on the quality of presented designs, reflecting a strong understanding of client needs.
- Reduction in Revisions: Presents proposals that minimize significant revisions, demonstrating high initial quality and alignment with the client.
Area-Specific Metrics
- Interdepartmental Collaboration: Works closely with other teams (PMs, developers) to ensure design deliverables meet the needs of all departments.
- Leadership in Design Process Improvement: Implements improvements in design processes that promote efficiency and quality within the design team.
UX / UI Designer
Project-Related Metrics
- Satisfaction with Design Deliverables: Receives positive client feedback on the design and usability of deliverables.
- Efficiency in Handling Revisions: Addresses revisions effectively, minimizing major changes after the initial presentation.
Area-Specific Metrics
- Collaboration with Development Team: Coordinates with developers and PMs to ensure the correct implementation of designs, ensuring a smooth process.
- Design Process Improvement: Adopts new tools and methodologies that improve efficiency and quality in UI/UX creation.
Developers
Project-Related Metrics
- Timeliness and Quality of Deliverables: Delivers developments within the stipulated timeline and ensures they meet functionality and quality requirements.
- Complete and Accessible Documentation: Maintains clear, accessible documentation to facilitate the understanding and use of their work by other team members.
Area-Specific Metrics
- Adherence to Protocols and Team Culture: Actively participates in team meetings and aligns with established development protocols.
- Knowledge Sharing and Continuous Improvement: Contributes to team learning by sharing relevant practices and knowledge.
QA
Project-Related Metrics
- Final Product Quality: Ensures products are delivered with a low defect rate and high quality according to client standards.
- Identification and Documentation of Defects: Identifies and documents potential flaws and improvement areas before client delivery.
Area-Specific Metrics
- Compliance with Documentation Processes: Maintains thorough, detailed documentation of QA processes and results of each test conducted.
- Alignment with Testing Protocols: Adheres to testing protocols and ensures timely delivery for each testing phase.
Finance
Project-Related Metrics
- Accuracy and Timeliness in Payments and Invoicing: Manages payments and invoices without errors and within the required timeframes, preventing delays or tracking issues.
- Timeliness in Financial Reporting: Generates and shares financial reports within the required timelines, facilitating decision-making.
Area-Specific Metrics
- Compliance with Financial and Fiscal Regulations: Ensures all financial activities comply with local regulations and internal policies.
- Proactivity in Improving Financial Processes: Identifies and proposes automations or changes in financial processes that enhance efficiency and accuracy.