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1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and time in current role
2. Performance Rating Scale: Definition and explanation of the rating scale used throughout the evaluation (e.g., 1-5 scale with detailed descriptions of each level)
3. Key Performance Indicators (KPIs): Assessment of quantifiable performance metrics specific to the manager's role and department objectives
4. Leadership Competencies: Evaluation of core management skills including team leadership, decision-making, and strategic thinking
5. Goals Achievement: Review of goals set in previous evaluation period and assessment of their completion
6. Core Values Assessment: Evaluation of how well the manager demonstrates and promotes company values
7. Development Plan: Identification of areas for improvement and specific action plans for professional development
8. Overall Performance Summary: Comprehensive summary of performance including final rating and key observations
9. Signatures and Acknowledgment: Space for signatures from evaluator, employee, and HR representative, including date and any comments
1. 360-Degree Feedback Summary: Summary of feedback collected from peers, subordinates, and other stakeholders - used when organization implements 360-degree feedback
2. Project Management Assessment: Detailed evaluation of project management capabilities - included for managers with significant project responsibilities
3. Financial Management: Assessment of budget management and financial decision-making - relevant for managers with P&L responsibility
4. Innovation and Change Management: Evaluation of ability to drive and manage change - important for organizations undergoing transformation
5. Cross-Cultural Management: Assessment of global team management capabilities - included for managers of international teams
6. Remote Team Management: Evaluation of virtual team management skills - relevant for managers of remote or hybrid teams
1. Appendix A: Competency Framework: Detailed descriptions of leadership competencies and their measurement criteria
2. Appendix B: Goal-Setting Template: Template for setting SMART goals for the next evaluation period
3. Appendix C: Development Resources: List of available training, mentoring, and development opportunities
4. Appendix D: Performance Improvement Plan Template: Standard template for documenting specific improvement needs and action plans
5. Schedule 1: Rating Scale Guidelines: Detailed guidelines and examples for applying the performance rating scale
6. Schedule 2: KPI Definitions: Detailed definitions and calculation methods for each KPI
Performance Rating Scale
Key Performance Indicators (KPIs)
Core Competencies
Leadership Competencies
Development Plan
Performance Improvement Plan
SMART Goals
Evaluator
Direct Reports
Management Responsibilities
Performance Standards
Exceptional Performance
Meets Expectations
Below Expectations
Unsatisfactory Performance
Professional Development
Organizational Objectives
Strategic Goals
Operational Goals
360-Degree Feedback
Peer Review
Performance Metrics
Competency Framework
Career Development
Performance Review Meeting
Performance Documentation
Final Rating
Review Cycle
Assessment Criteria
Privacy and Data Protection
Performance Rating Methodology
Goal Setting and Assessment
Leadership Assessment
Team Management Evaluation
Strategic Planning and Execution
Financial Management
Operational Excellence
Professional Development
Communication Skills
Innovation and Change Management
Customer/Stakeholder Management
Risk Management
Compliance and Governance
Decision Making
Employee Development and Coaching
Project Management
Resource Management
Workplace Safety and Health
Diversity and Inclusion
Ethics and Integrity
Dispute Resolution
Performance Improvement
Review Period
Rating Appeals
Documentation Requirements
Signature and Acknowledgment
Review Meeting Procedures
Follow-up Actions
Financial Services
Healthcare
Technology
Manufacturing
Retail
Professional Services
Education
Government
Telecommunications
Energy
Construction
Non-profit
Transportation
Mining
Agriculture
Human Resources
Legal
Senior Management
Operations
Finance
Employee Relations
Talent Management
Organizational Development
Performance Management
Training and Development
Department Manager
Regional Manager
Project Manager
Operations Manager
Senior Manager
Director
Vice President
Division Head
Branch Manager
Program Manager
Sales Manager
Production Manager
Administrative Manager
Research Manager
Development Manager
Financial Manager
HR Manager
Marketing Manager
Technical Manager
Quality Manager
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