Leadership Performance Review Template for England and Wales

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Key Requirements PROMPT example:

Leadership Performance Review Template

I need a Leadership Performance Review Template for our UK-based technology company's senior management team, focusing heavily on innovation metrics and digital transformation goals, to be implemented for our Q2 2025 review cycle.

Document background
The Leadership Performance Review Template is designed to facilitate objective and comprehensive evaluation of leaders within organizations operating under English and Welsh jurisdiction. This document is essential when conducting formal performance assessments of individuals in leadership positions, typically performed annually or bi-annually. It encompasses key performance indicators, leadership competencies, achievement metrics, and development planning, while ensuring compliance with UK employment legislation and data protection requirements. The template supports fair and transparent evaluation processes, documentation of performance discussions, and setting of future objectives.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Objectives: Key performance indicators and goals set for the review period

3. Core Competencies Assessment: Evaluation of leadership capabilities and behavioral competencies

4. Achievement Review: Assessment of goals met during the review period

5. Development Plan: Future objectives and development needs

6. Overall Rating: Summary evaluation and performance rating

Optional Sections

1. 360-Degree Feedback: Additional section for feedback from peers, subordinates, and other stakeholders - used for senior leadership positions or when comprehensive feedback is required

2. Project-Specific Performance: Additional section for evaluation of specific project outcomes - used when leader has managed significant projects during review period

3. Financial Performance Metrics: Additional section for assessment of financial targets and achievements - used for roles with P&L responsibility

Suggested Schedules

1. Performance Rating Scale: Detailed explanation of rating criteria and scoring system

2. Competency Framework: Detailed breakdown of leadership competencies and expectations

3. Development Resources: Available training and development opportunities

4. Previous Review Summary: Summary of last performance review for reference

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
Industries

Employment Rights Act 1996: Primary legislation governing employment rights including fair treatment requirements, documentation of performance discussions, and rights regarding performance-related decisions.

Equality Act 2010: Legislation ensuring prevention of discrimination based on protected characteristics, objective performance criteria, and reasonable adjustments for disabled employees in performance reviews.

Data Protection Act 2018 and UK GDPR: Regulations concerning processing and storing personal data, employee privacy rights, data retention periods, and access to performance records.

Human Rights Act 1998: Legislation protecting fundamental rights including right to privacy, fair treatment, and dignity at work in employment contexts.

ACAS Code of Practice: Best practice guidelines for performance management, including fair and transparent procedures and right to be accompanied in formal meetings.

Company Policies: Internal organizational policies and procedures that must be aligned with the performance review process.

Industry Regulations: Sector-specific regulations that may impact how performance reviews are conducted in particular industries.

Contractual Obligations: Existing employment contract terms and conditions that may affect performance review procedures and outcomes.

Professional Standards: Relevant professional body requirements and standards that may need to be incorporated into leadership performance criteria.

Trade Union Agreements: Any collective bargaining agreements or union-negotiated terms that may affect the performance review process.

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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