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1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including names, positions, departments, and employee ID numbers
2. Review Period: Specification of the time period covered by the performance review
3. Performance Metrics Overview: Summary of the key performance indicators (KPIs) and objectives that were set for the review period
4. Achievement Assessment: Detailed evaluation of performance against each set objective, including quantitative and qualitative assessments
5. Competency Evaluation: Assessment of core competencies and job-specific skills
6. Areas for Improvement: Identification of specific areas where performance enhancement is needed
7. Action Plan: Detailed plan outlining specific steps, timelines, and resources needed to address performance gaps
8. Support and Resources: Description of support, training, or resources to be provided to achieve the action plan objectives
9. Timeline and Milestones: Specific deadlines and checkpoint dates for achieving action plan goals
10. Signatures and Acknowledgment: Space for both parties to sign and acknowledge the review and action plan
1. Previous Action Plan Review: Summary of progress on any previous action plans, used when this is a follow-up review
2. Career Development Goals: Long-term career development objectives, included when the review includes career progression planning
3. Disciplinary Considerations: Required when the action plan is part of a formal performance improvement process
4. Special Circumstances: Documentation of any exceptional circumstances affecting performance during the review period
5. Mentor Assignment: Details of assigned mentor and mentoring program, if applicable to the action plan
1. Schedule A - Performance Metrics Detail: Detailed breakdown of all performance metrics, including calculation methods and benchmarks
2. Schedule B - Training Requirements: Specific training programs, courses, or certifications required as part of the action plan
3. Schedule C - Progress Tracking Form: Standardized form for tracking progress against action plan objectives
4. Appendix 1 - Company Performance Standards: Reference document outlining company performance standards and expectations
5. Appendix 2 - Development Resources: List of available company resources, training programs, and support systems
Assessment Period
Business Day
Company
Competency Framework
Development Goals
Employee
Evaluation Criteria
Implementation Date
Key Performance Indicators
Line Manager
Performance Improvement Plan
Performance Metrics
Performance Standards
Progress Review
Review Committee
Review Date
Support Resources
Target Achievement Date
Training Program
Review Process
Action Planning
Timeline and Milestones
Support and Resources
Monitoring and Assessment
Confidentiality
Documentation Requirements
Employee Rights and Obligations
Employer Commitments
Review Meetings
Training and Development
Performance Metrics
Feedback Process
Progress Tracking
Remedial Actions
Goal Setting
Success Criteria
Amendment Process
Acknowledgment and Acceptance
Banking and Financial Services
Technology and Communications
Healthcare
Real Estate and Construction
Retail and Consumer Goods
Manufacturing
Professional Services
Energy and Utilities
Education
Hospitality and Tourism
Government and Public Sector
Media and Entertainment
Human Resources
Performance Management
Employee Relations
Training and Development
Talent Management
Operations
Project Management
Legal and Compliance
Learning and Development
Human Resources Manager
Performance Management Specialist
Department Manager
Team Leader
Senior Manager
Director
Chief Human Resources Officer
Employee Relations Manager
Training and Development Manager
Talent Management Specialist
Operations Manager
Project Manager
Line Manager
Supervisor
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