Leadership Evaluation Template for England and Wales

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Key Requirements PROMPT example:

Leadership Evaluation Template

I need a Leadership Evaluation Template for our technology startup's senior management team of 12 people, incorporating specific metrics for innovation and remote team management, compliant with UK law and suitable for quarterly evaluations starting January 2025.

Document background
The Leadership Evaluation Template has been developed to meet the growing need for standardized, fair, and comprehensive leadership assessment in organizations operating under English and Welsh law. This document is essential for maintaining consistent evaluation standards across leadership positions, ensuring compliance with UK employment legislation, and supporting professional development. The template includes sections for performance metrics, competency assessment, and development planning, while incorporating safeguards against discrimination and bias. It serves as a crucial tool for organizations seeking to develop and maintain strong leadership capabilities while adhering to legal requirements and best practices in performance management.
Suggested Sections

1. Personal Information: Basic details about the leader being evaluated including name, position, department, and time in role

2. Evaluation Period: Clear specification of the timeframe covered by the evaluation and frequency of assessment

3. Core Competencies Assessment: Evaluation of fundamental leadership skills including strategic thinking, decision-making, team management, and communication

4. Performance Metrics: Quantifiable measures of performance including team KPIs, project delivery, budget management, and organizational goals achievement

5. Development Goals: Specific areas identified for improvement, including action plans and timeline for achievement

Optional Sections

1. 360-Degree Feedback: Optional section for including comprehensive feedback from peers, direct reports, and senior management

2. Project-Specific Evaluation: Optional section for detailed assessment of leadership performance in specific major projects or initiatives

3. Crisis Management Assessment: Optional section for evaluating leadership performance during significant organizational challenges or crisis situations

Suggested Schedules

1. Schedule A - Competency Framework: Detailed breakdown of leadership competencies and assessment criteria with scoring guidelines

2. Schedule B - Performance Metrics Definitions: Comprehensive definitions and calculation methodologies for all performance metrics used in the evaluation

3. Schedule C - Development Resources: Catalog of available training programs, coaching opportunities, and development resources

4. Schedule D - Previous Evaluation Summary: Historical evaluation data and progress tracking from previous assessment periods

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
Industries

Employment Rights Act 1996: Core employment legislation that sets out fundamental employment rights including fair treatment, dismissal procedures, and written statements of employment particulars

Equality Act 2010: Legislation protecting against discrimination based on protected characteristics and ensuring fair evaluation criteria in workplace assessments

Data Protection Act 2018: UK's implementation of data protection requirements, governing how personal information must be handled and processed in performance evaluations

UK GDPR: Post-Brexit data protection regulations ensuring proper handling of personal data in workplace evaluations and records

ACAS Code of Practice: Guidelines for handling disciplinary and grievance procedures, including performance management and evaluation processes

Employment Relations Act 1999: Legislation governing workplace relations and procedures, including aspects of performance management and evaluation

Human Rights Act 1998: Incorporation of European Convention on Human Rights into UK law, including right to privacy and fair treatment in workplace

Protected Characteristics: Nine characteristics protected under Equality Act 2010: age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, race, religion/belief, sex, sexual orientation

Professional Standards Requirements: Industry-specific regulations and professional body requirements that may affect leadership evaluation criteria and processes

Documentation Requirements: Essential documentation including employment contracts, company policies, and performance management procedures that must be considered in leadership evaluation

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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