The Values Based Performance Review Template is designed for organizations operating under English and Welsh jurisdiction who wish to align their performance management processes with their corporate values. This document ensures compliance with UK employment legislation while providing a comprehensive framework for evaluating employees based on both traditional performance metrics and demonstration of company values. It includes sections for objective setting, value assessment, development planning, and feedback documentation, making it suitable for regular performance reviews, annual appraisals, and development discussions.
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1. Employee Information: Basic details including name, position, department, and review period
2. Company Values Assessment: Evaluation against core company values with specific examples
3. Performance Objectives Review: Assessment of achievement against set objectives
4. Behavioral Competencies: Evaluation of key behavioral indicators aligned with values
5. Overall Rating: Combined assessment of values and performance metrics
6. Future Development Goals: Agreed objectives for next review period
1. 360-Degree Feedback Summary: Additional section for when multiple stakeholder feedback is collected, typically used for senior positions or development-focused reviews
2. Performance Improvement Plan: Section for specific actions for addressing performance gaps, used when performance falls below expected standards
3. Career Development Plan: Long-term career progression planning section, used for high-potential employees or annual reviews
1. Company Values Framework: Detailed description of company values and behavioral indicators
2. Rating Scale Guide: Explanation of performance rating criteria
3. Development Resources: Available training and development opportunities
4. Previous Review Summary: Summary of last performance review outcomes
Relevant legal definitions
Annual Review Period
Behavioral Competencies
Company Values
Core Values
Development Goals
Employee
Employer
Key Performance Indicators (KPIs)
Line Manager
Performance Criteria
Performance Improvement Plan
Performance Rating Scale
Review Date
Reviewing Manager
Review Meeting
Review Period
Self-Assessment
Talent Development
Values Assessment
Values-Based Behaviors
Values Framework
Values Rating
Behavioral Competencies
Company Values
Core Values
Development Goals
Employee
Employer
Key Performance Indicators (KPIs)
Line Manager
Performance Criteria
Performance Improvement Plan
Performance Rating Scale
Review Date
Reviewing Manager
Review Meeting
Review Period
Self-Assessment
Talent Development
Values Assessment
Values-Based Behaviors
Values Framework
Values Rating
Clauses
Employee Information
Confidentiality
Purpose and Scope
Review Process
Values Assessment Criteria
Performance Metrics
Rating Scale
Development Planning
Feedback Mechanisms
Review Frequency
Documentation Requirements
Employee Rights
Appeals Process
Data Protection
Record Keeping
Review Outcomes
Action Planning
Sign-off Requirements
Performance Improvement
Training and Support
Amendment Procedures
Grievance Procedures
Confidentiality
Purpose and Scope
Review Process
Values Assessment Criteria
Performance Metrics
Rating Scale
Development Planning
Feedback Mechanisms
Review Frequency
Documentation Requirements
Employee Rights
Appeals Process
Data Protection
Record Keeping
Review Outcomes
Action Planning
Sign-off Requirements
Performance Improvement
Training and Support
Amendment Procedures
Grievance Procedures
Relevant Industries
Relevant Teams
Relevant Roles
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