📊 1. KPI Metrics
Defined to objectively evaluate performance over weekly/monthly review cycles.
A. Delivery-Based KPIs
| KPI | Formula / Logic | Weight |
|---|---|---|
| On-Time Task Completion Rate | (Tasks Completed on/before EED ÷ Total Completed Tasks) × 100 | 20% |
| Task Accuracy (QC Pass Rate) | (QC Approved Tasks ÷ Total QC Reviewed Tasks) × 100 | 20% |
| First-Time Right % | (Tasks with no QC or client rework ÷ Total Tasks) × 100 | 15% |
| Research Quality Index (Manual) | Reviewer/Manager rating on 1–5 scale per submission | 15% |
B. Efficiency-Based KPIs
| KPI | Description | Weight |
|---|---|---|
| Avg. Time Taken per Task | Sum of Time Taken ÷ No. of Tasks | 10% |
| Task Volume | Number of tasks handled within the month | 10% |
| Initiative & Innovation Score | Self-initiated tasks, enhancements, or blogs shared | 10% |
Total KPI Score = Weighted sum of above metrics (out of 100)
📘 2. Execution Guidelines
A. Task Execution
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Clarify Requirements: Ensure proper understanding of brief before execution; confirm with Project Coordinator if unclear.
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Document References: Attach source files, datasheets, or study material with each research output.
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Version Control: Use naming convention:
ProjectID_TaskID_V1_Datefor shared files. -
Daily Update (5–10 mins): Log task status and blockers at end of day (especially if working on multi-day projects).
B. QC & Communication
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Submit deliverables at least 1 day before EED for internal QC.
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QC Feedback: Must be implemented within 24 hrs unless escalated.
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Always send professional client-ready drafts with appropriate formatting and references.
Suggested Report Template Formats
Below are professional formats for Daily, Weekly, and Monthly reporting tailored for the role.
✅ Updated Field Definitions
| Abbreviation | Meaning | Purpose |
|---|---|---|
| ESD | Expected Start Date | When the task is originally scheduled to begin |
| EED | Expected End Date | When the task is planned to be completed |
| ASD | Actual Start Date | The real start date of the task |
| AED | Actual End Date | The real completion date |
| Target | Outcome Goal / Deliverable | The objective or measurable goal for the task |
🗓️ Daily Report Template (Updated)
| S.No | Task ID | Task Title | Status | ESD | EED | ASD | AED | Target | Action Taken Today | Blockers | Assigned To | Priority | Remark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | #409 | Masala Soda – Ingredient Research | In Progress | 24-Apr-25 | 24-May-25 | 24-Apr-25 | - | Finalize theoretical prototype | Reviewed 3 alt. ingredients | Awaiting flavor confirmation | Kaviya | Medium | Possible delay if no update by EOD |
📅 Weekly Report Template (Updated)
Section: Task Summary
| Task Title | Task ID | Status | ESD | EED | ASD | AED | Target | Remarks |
|---|---|---|---|---|---|---|---|---|
| Pet Chow Spray - Efficacy Report | #314 | OH Queries | 22-Apr-25 | 25-Apr-25 | 22-Apr-25 | 25-Apr-25 | Submit techno-feasibility draft | Follow-up needed for review notes |
| Prebiotic Drink (Indianized) | #371 | QC Approved | 17-Apr-25 | 18-Apr-25 | 17-Apr-25 | 18-Apr-25 | Submit for QC review | Brief understanding partial |
📊 Monthly Report Template (Updated)
Section 1: Timeline Compliance
| Task Title | Task ID | ESD | EED | ASD | AED | On Time? | Target |
|---|---|---|---|---|---|---|---|
| Dry Dog Formula (Puppies) | #390 | 29-Apr-25 | 06-May-25 | 29-Apr-25 | - | In Progress | Draft ready for QC |
| Market Research – Functional Beverages | #250 | 17-Mar-25 | 31-Mar-25 | 17-Mar-25 | - | Delayed (Awaiting Feedback) | Competitor mapping for BEV client |
Section 2: Performance Metrics
| Metric | Count |
|---|---|
| Total Tasks Assigned | 14 |
| On-Time Task Completion | 9 |
| Tasks Delayed | 3 |
| QC Rework Needed | 1 |
| Client Communication Sent | 2 |