Branch Manager Assessment Form
Share branch baseline metrics, setup and staff capability, performance drivers, and improvement recommendations.
Branch Information and Baseline Metrics
Branch Name
*
Years since Branch Opened
Years since Branch Manager Joined the Branch (Part I, Q2)
Total Aggregate Deposit of the Branch as of Sep 15, 2026
Deposits Mobilized Under Current Branch Manager Until Sep 15, 2026
Total Aggregate Customer Base of the Branch as of Sep 15, 2026
Branch Setup and Staff Capability
Is the service window clearly marked and branded with stickers for customers?
*
Yes
No
Partially
Not sure
Is the service window physically distinct and separate from conventional banking windows?
*
Yes
No
Partially
Not sure
How would you rate your staff’s understanding of core Abay SadiiQ products and services compared to conventional products?
*
Very limited
1
2
3
4
5
6
7
8
9
Excellent
10
1 is Very limited, 10 is Excellent
Can your staff clearly explain services and products, their features, benefits, and requirements to customers?
*
Yes
No
Sometimes
Not sure
Have staff members received formal training on products, services, and principles?
*
Yes, all staff
Yes, some staff
No
Not sure
How frequently do staff proactively present services to new customers opening accounts?
*
Always
Often
Sometimes
Rarely
Never
Market Assessment and Performance Management
Does your branch conduct regular market assessments to identify potential customers?
*
Yes
No
Does your branch conduct customer profiling (e.g., high-value customers, unproductive accounts, lost customers)?
*
Yes
No
Do you closely follow customers that get FCY and Finance benefits?
*
Yes
No
How often do you evaluate and discuss your branch’s performance?
*
Please Select
Weekly
Monthly
Quarterly
Semi-annually
Annually
Ad hoc
Other
Do you believe your efforts have contributed to equal growth in both conventional and portfolios?
*
Yes
No
Root Causes of Weak Performance
What was the real cause for your weak performance during the past year?
*
Insufficient lead generation
Low customer demand
Strong competitor activity
Inadequate staff capability
Operational constraints
Process or system issues
Other
Other cause for weak performance (please specify)
Are you receiving adequate support from the district and department?
*
Yes
No
Partially
What support from the district or head office would most boost your performance?
*
More sales coaching and field visits
Faster issue resolution
Better marketing support
Improved product training
Stronger target setting and follow-up
Additional operational resources
Other
Other support that would boost performance (please specify)
What comments do you have regarding the support you get from your district or head office departments?
Operational Separation and Competitive Gaps
What is the biggest challenge to clearly separating services from conventional banking in your branch?
*
Shared staff and processes
Limited dedicated space
Customer confusion between services
Inconsistent service messaging
Technology/system overlap
Other challenge
Other challenge to separating services (please specify)
Compared to competitors’ services, what is the biggest gap in our service from a branch perspective?
*
Product/features breadth
Service speed and responsiveness
Staff expertise and training
Digital experience
Customer communication and transparency
Branch convenience/accessibility
Other gap
Other biggest gap in service (please specify)
If you could implement one change immediately to improve performance, what would it be?
*
Improve staff training and knowledge
Streamline service processes
Enhance customer communication
Upgrade digital tools and systems
Increase dedicated resources
Strengthen branch management support
Other immediate change
Other immediate change to improve performance (please specify)
Employee and Branch Challenges
Greatest employee-related challenge in achieving goals
*
Insufficient product knowledge
Low sales motivation
Limited customer engagement skills
Inadequate training
Staff turnover
Other
Other employee-related challenge (please specify)
Does your branch’s location pose a challenge to achieving targets?
*
Yes
No
Somewhat
What was your branch’s major weakness in last year’s performance?
*
Low customer traffic
Weak follow-up process
Insufficient staff capability
Inconsistent target monitoring
Operational inefficiencies
Other
Other major weakness in last year’s IFB performance (please specify)
What is the major challenge in achieving your targets?
*
Customer acquisition
Conversion of leads
Staff capability
Branch visibility
Competition in the area
Operational constraints
Other
Other major challenge in achieving your targets (please specify)
Competitor Awareness and Final Feedback
Do you know the performance of nearby competitor bank branches in your location?
*
Yes
No
If no, please tell us why you don’t know the performance of nearby competitor branches.
What best experiences do you observe from other banks?
Compared with other banks’ service and performance, what gaps do you observe in our bank?
Does your branch have a fair market share in your location?
*
Yes
No
Do you have any additional recommendations or issues to mention?
*
Yes
No
If yes, please specify additional recommendations or issues.
Submit
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