Agency Performance Review Template for England and Wales

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Agency Performance Review Template

I need an Agency Performance Review Template for our marketing agency that includes detailed KPIs around social media engagement and campaign ROI, with quarterly review periods starting from March 2025.

Document background

The Agency Performance Review Template is a crucial document used to maintain accountability and track the effectiveness of agency relationships. Designed for use under English and Welsh law, it provides a structured framework for evaluating agency performance against agreed metrics, service levels, and contractual obligations. The template ensures consistent assessment methodology across review periods while maintaining compliance with UK commercial agency regulations and data protection requirements. It serves as both a performance management tool and a record of the agency's delivery against contracted services.

Suggested Sections

1. Review Period: Specifies the timeframe covered by the performance review and frequency of reviews

2. Performance Metrics: Lists and defines the key performance indicators and measurement criteria used for evaluation

3. Scoring Methodology: Explains the rating system, scoring criteria, and how overall performance is evaluated

4. Areas of Assessment: Details specific aspects of agency performance being reviewed including service delivery, communication, and compliance

5. Review Process: Outlines the steps, stakeholders involved, and documentation requirements for conducting the review

Optional Sections

1. Improvement Plan: Framework for addressing performance issues, including action items, timelines, and resources

2. Bonus Criteria: Specification of performance-related rewards and incentives linked to review outcomes

3. Client Feedback Integration: Methodology for incorporating client satisfaction metrics and feedback into the review process

Suggested Schedules

1. Schedule 1 - Performance Data Tables: Detailed metrics, statistics, and data collected during the review period

2. Schedule 2 - KPI Definitions: Comprehensive definitions and calculation methodologies for each key performance indicator

3. Schedule 3 - Historical Performance Comparison: Comparative analysis with previous review periods and trend analysis

4. Schedule 4 - Supporting Documentation Requirements: List of required evidence and documentation to support the review findings

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Marketing and Advertising
Professional Services
Creative Industries
Recruitment
IT Services

Relevant Teams

Procurement
Operations
Legal
Finance
Marketing

Relevant Roles

Procurement Manager
Account Director
Operations Manager
Contract Manager
Vendor Manager

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Let's create your Agency Performance Review

Authors

Alex Denne

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