Review Information
Job Title
Senior Business Analyst
Department
Strategy & Operations
Review Period
1 January 2025 to 31 December 2025
Rating scale: 1 = Does Not Meet Expectations | 2 = Partially Meets Expectations | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding
Goals and Outcomes
Goals:
1. Lead the migration of legacy reporting infrastructure to the new data platform by Q3 2025.
2. Achieve a client satisfaction score of 4.5 or above across assigned accounts.
3. Complete the Chartered Business Analysis Professional (CBAP) certification.
Outcomes:
The data platform migration was completed two weeks ahead of schedule in August 2025, with zero production incidents during cutover. Client satisfaction scores averaged 4.7 across all assigned accounts. Priya successfully attained her CBAP certification in October 2025.
Competencies and Ratings
| Competency |
Rating (1–5) |
Comments |
| Problem Solving & Analysis |
5 |
Consistently applies structured methodologies; proactively identifies root causes. |
| Communication & Stakeholder Management |
4 |
Clear and concise communicator; builds strong relationships across all levels. |
| Delivery & Results Orientation |
5 |
Delivered all major workstreams on time or ahead of schedule throughout the year. |
| Teamwork & Collaboration |
4 |
A valued team member who readily supports colleagues and shares knowledge. |
| Adaptability & Learning |
5 |
Embraced new tooling and methodology changes with notable enthusiasm. |
Key Accomplishments
Successfully led a cross-functional team of eight in delivering the data platform migration, generating an estimated annual saving of £180,000 in licensing and maintenance costs. Authored a new requirements management framework that has since been adopted company-wide. Mentored two junior analysts, both of whom achieved promotion to Analyst II during the review period.
Areas for Improvement
Delegation: Priya occasionally takes on too much individually rather than distributing work effectively across the team. Developing stronger delegation habits will be critical as she moves towards a lead role.
Presentation skills: While written communication is excellent, further development of executive-level presentation delivery would strengthen impact with senior stakeholders.
Development Plan
1. Attend the internal Leadership Essentials programme (Q1 2026).
2. Co-present at the annual All-Hands strategy review in March 2026 alongside the Head of Strategy.
3. Shadow the Delivery Director on at least two client pitches before Q2 2026.
4. Set up a fortnightly one-to-one with direct reports to strengthen delegation practices.
Overall Rating
4.6 — Exceeds Expectations
Employee Comments
I am proud of what the team achieved with the platform migration this year and grateful for the support and autonomy Jonathan provided throughout. I welcome the feedback on delegation and will prioritise the Leadership Essentials programme. I am excited about the development opportunities outlined for 2026.
Manager Comments
Priya has had an outstanding year and is one of the most effective contributors in the Strategy & Operations team. Her technical depth, client focus, and commitment to professional development set an excellent example. I look forward to supporting her continued growth into a senior leadership position in 2026.
Acknowledgement
Signatures below acknowledge receipt and discussion of this review. Signature does not necessarily indicate agreement with all conclusions.
Manager
Signature
Name: Jonathan Ashby
Date: 15 January 2026
Employee
Signature
Name: Priya Nair
Date: 16 January 2026