Values Based Performance Review Template for Canada

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Key Requirements PROMPT example:

Values Based Performance Review

I need a Values Based Performance Review document for my tech startup with 50 employees, incorporating our core values of innovation, collaboration, and sustainability, with specific metrics for remote workers and a strong emphasis on peer feedback.

Document background
The Values Based Performance Review document is designed for organizations operating in Canada that seek to evaluate employee performance through the lens of both traditional metrics and organizational values. This document becomes necessary when companies want to implement a more holistic approach to performance management that goes beyond standard key performance indicators. It incorporates requirements from Canadian federal and provincial employment laws, including privacy regulations and human rights legislation, while providing a framework for fair and comprehensive employee assessment. The document is particularly relevant for organizations undergoing cultural transformation or those wanting to strengthen their values-based management approach. It includes detailed guidelines for conducting reviews, documentation requirements, rating systems, and development planning, all while ensuring compliance with Canadian workplace legislation.
Suggested Sections

1. Introduction: Overview of the performance review process and its alignment with organizational values

2. Purpose and Scope: Defines the objectives of the values-based performance review and who it applies to

3. Core Values Definition: Detailed explanation of each organizational value and how it translates to workplace behaviors

4. Review Process: Step-by-step explanation of how the review will be conducted, including frequency and methodology

5. Performance Criteria: Specific metrics and behaviors that will be evaluated, aligned with organizational values

6. Rating System: Explanation of the evaluation scale and how ratings are determined

7. Employee Self-Assessment: Guidelines for employee self-reflection and evaluation against values-based criteria

8. Manager Assessment: Framework for manager evaluation and feedback process

9. Development Planning: Process for creating action plans and setting future goals based on the review

10. Review Documentation: Requirements for documenting and storing review results in compliance with privacy laws

11. Appeals Process: Procedures for employees to challenge or seek clarification on their review results

Optional Sections

1. Peer Review Component: Optional section for including 360-degree feedback from colleagues, used in organizations with collaborative cultures

2. Remote Work Considerations: Special considerations for evaluating performance in remote or hybrid work arrangements

3. Performance Improvement Plans: Detailed process for addressing performance gaps, used when needed for specific cases

4. Compensation Link: Framework for connecting review outcomes to compensation decisions, if applicable

5. Cultural Competency Assessment: Section for evaluating cultural awareness and inclusive behaviors, particularly relevant in diverse organizations

6. Project-Based Evaluation: Additional criteria for project-based roles or organizations

7. Technical Skills Assessment: Specific technical competency evaluation framework for technical roles

Suggested Schedules

1. Schedule A - Performance Review Form: Standardized template for documenting the review

2. Schedule B - Values Behavior Matrix: Detailed matrix showing how organizational values translate to observable behaviors

3. Schedule C - Self-Assessment Template: Standard form for employee self-evaluation

4. Schedule D - Development Plan Template: Template for documenting growth and development goals

5. Schedule E - Rating Scale Guidelines: Detailed descriptions and examples for each rating level

6. Schedule F - Competency Framework: Detailed breakdown of role-specific competencies aligned with values

7. Schedule G - Review Timeline: Annual calendar of review-related activities and deadlines

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Healthcare

Financial Services

Technology

Education

Non-profit

Manufacturing

Professional Services

Retail

Public Sector

Telecommunications

Consulting

Energy

Transportation

Media and Entertainment

Relevant Teams

Human Resources

People Operations

Learning & Development

Employee Relations

Talent Management

Performance Management

Operations

Senior Leadership

Management

Corporate Services

Relevant Roles

Chief Executive Officer

Human Resources Director

Department Manager

Team Leader

HR Business Partner

Performance Management Specialist

Learning and Development Manager

Employee Relations Manager

Line Manager

Supervisor

Division Head

Regional Manager

Project Manager

Operations Manager

Chief Human Resources Officer

Talent Development Specialist

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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