The Performance and Development Agreement is utilized when organizations seek to formalize performance expectations and development commitments with their employees. This document, governed by English and Welsh law, provides a structured framework for setting objectives, measuring success, and planning professional development. It typically includes specific performance metrics, review schedules, development plans, and may incorporate bonus arrangements or career progression pathways. The agreement ensures clarity of expectations while complying with UK employment legislation and best practices in performance management.
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1. Parties: Identification of employer and employee
2. Background: Context of the agreement and employment relationship
3. Definitions: Key terms used throughout the agreement
4. Performance Objectives: Specific, measurable targets and expectations
5. Review Process: Frequency and method of performance reviews
6. Development Plan: Training and development commitments
7. Duration: Period covered by the agreement
1. Bonus Arrangements: Performance-related compensation terms - include when performance is linked to variable pay
2. Mentoring Provisions: Structure for additional support and guidance - include for junior employees or development programs
3. Career Progression: Potential advancement opportunities - include when agreement covers promotion criteria
1. Schedule 1 - Performance Metrics: Detailed breakdown of performance indicators and measurements
2. Schedule 2 - Development Activities: Specific training courses, qualifications or development activities
3. Schedule 3 - Review Forms: Standard templates for performance reviews
4. Schedule 4 - Competency Framework: Detailed description of required skills and behaviors
Relevant legal definitions
Agreement
Commencement Date
Company
Confidential Information
Development Activities
Development Plan
Employee
Employer
Key Performance Indicators
Line Manager
Objectives
Performance Criteria
Performance Period
Performance Review
Professional Development
Review Date
Review Meeting
Review Period
Targets
Term
Bonus
Career Development Path
Competency Framework
Development Budget
Mentoring Program
Performance Bonus
Performance Improvement Plan
Professional Qualifications
Training Program
Commencement Date
Company
Confidential Information
Development Activities
Development Plan
Employee
Employer
Key Performance Indicators
Line Manager
Objectives
Performance Criteria
Performance Period
Performance Review
Professional Development
Review Date
Review Meeting
Review Period
Targets
Term
Bonus
Career Development Path
Competency Framework
Development Budget
Mentoring Program
Performance Bonus
Performance Improvement Plan
Professional Qualifications
Training Program
Clauses
Performance Objectives
Performance Review Process
Development Commitments
Review Periods
Duration and Term
Measurement Criteria
Reporting Requirements
Support and Resources
Confidentiality
Data Protection
Amendment Process
Termination
Notice Requirements
Dispute Resolution
Entire Agreement
Bonus Arrangements
Career Progression
Mentoring Provisions
Training Commitments
Professional Qualifications
External Training
Performance Improvement
Development Budget
Secondment Opportunities
International Assignments
Non-Competition
Intellectual Property
Performance Review Process
Development Commitments
Review Periods
Duration and Term
Measurement Criteria
Reporting Requirements
Support and Resources
Confidentiality
Data Protection
Amendment Process
Termination
Notice Requirements
Dispute Resolution
Entire Agreement
Bonus Arrangements
Career Progression
Mentoring Provisions
Training Commitments
Professional Qualifications
External Training
Performance Improvement
Development Budget
Secondment Opportunities
International Assignments
Non-Competition
Intellectual Property
Relevant Industries
Relevant Teams
Relevant Roles
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