The Secretary Evaluation Form serves as a crucial tool for Indian organizations to assess and document the performance of secretarial staff in alignment with local regulatory requirements and business practices. This document is typically used during annual or semi-annual performance reviews and is designed to evaluate both Company Secretaries (governed by the Companies Act 2013 and ICSI guidelines) and Administrative Secretaries. The form encompasses various aspects of secretarial duties including regulatory compliance, corporate governance, administrative efficiency, and professional competencies. It provides a structured framework for objective assessment while maintaining compliance with Indian employment laws and professional standards. The document is particularly important for ensuring proper documentation of performance evaluations, setting performance expectations, and establishing development goals for secretarial positions.
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1. Basic Information: Employee details, evaluation period, date of review, and evaluator information
2. Role Overview: Current position, key responsibilities, and reporting relationships
3. Performance Metrics: Quantitative measures of performance including compliance tracking, board meeting management, statutory filing timeliness
4. Core Competency Assessment: Evaluation of essential skills including regulatory compliance, corporate governance, documentation management
5. Professional Skills Evaluation: Assessment of communication, organization, confidentiality maintenance, and problem-solving abilities
6. Goals Review: Assessment of achievement of previously set goals and objectives
7. Overall Rating: Final performance rating and score calculation
8. Comments Section: Space for evaluator comments and employee feedback
9. Acknowledgment: Signatures of evaluator, employee, and review authority
1. Statutory Compliance Checklist: Detailed evaluation of compliance with Companies Act requirements - include for Company Secretaries only
2. Board Meeting Management Assessment: Evaluation of board meeting preparation and management - relevant for Company Secretaries
3. Administrative Efficiency Metrics: Assessment of general administrative tasks - more relevant for Administrative Secretaries
4. Leadership and Team Management: Evaluation of supervisory capabilities - include if the secretary manages other staff
5. Special Projects Assessment: Evaluation of additional projects or initiatives - include if applicable
6. Training and Development Needs: Assessment of areas requiring professional development - optional based on company policy
1. Performance Rating Scale: Detailed explanation of the rating system and scoring methodology
2. Competency Framework: Detailed breakdown of expected competencies and their assessment criteria
3. Compliance Checklist: Comprehensive list of statutory compliance requirements and their status
4. Goal Setting Template: Format for setting new goals and objectives for the next evaluation period
5. Development Plan Template: Format for documenting agreed-upon training and development activities
Relevant legal definitions
Evaluation Period
Performance Rating
Key Performance Indicators (KPIs)
Competency
Critical Incidents
Development Areas
Evaluator
Evaluee
Performance Standards
Rating Scale
Exceptional Performance
Meets Expectations
Needs Improvement
Unsatisfactory Performance
Goals
Objectives
Core Responsibilities
Compliance Requirements
Board Proceedings
Statutory Filings
Professional Development
Performance Improvement Plan
Review Cycle
Assessment Criteria
Regulatory Compliance
Corporate Governance
Stakeholder Management
Documentation Management
Confidential Information
Professional Misconduct
Performance Rating
Key Performance Indicators (KPIs)
Competency
Critical Incidents
Development Areas
Evaluator
Evaluee
Performance Standards
Rating Scale
Exceptional Performance
Meets Expectations
Needs Improvement
Unsatisfactory Performance
Goals
Objectives
Core Responsibilities
Compliance Requirements
Board Proceedings
Statutory Filings
Professional Development
Performance Improvement Plan
Review Cycle
Assessment Criteria
Regulatory Compliance
Corporate Governance
Stakeholder Management
Documentation Management
Confidential Information
Professional Misconduct
Clauses
Personal Information
Performance Metrics
Regulatory Compliance
Corporate Governance
Documentation Management
Confidentiality
Professional Ethics
Administrative Efficiency
Communication Skills
Stakeholder Management
Goal Achievement
Leadership
Time Management
Problem Solving
Data Protection
Board Meeting Management
Statutory Compliance
Risk Management
Professional Development
Performance Rating
Feedback and Comments
Signature and Acknowledgment
Appeals Process
Review Period
Assessment Methodology
Performance Metrics
Regulatory Compliance
Corporate Governance
Documentation Management
Confidentiality
Professional Ethics
Administrative Efficiency
Communication Skills
Stakeholder Management
Goal Achievement
Leadership
Time Management
Problem Solving
Data Protection
Board Meeting Management
Statutory Compliance
Risk Management
Professional Development
Performance Rating
Feedback and Comments
Signature and Acknowledgment
Appeals Process
Review Period
Assessment Methodology
Relevant Industries
Financial Services
Information Technology
Manufacturing
Healthcare
Real Estate
Energy
Retail
Professional Services
Education
Non-Profit Organizations
Government Bodies
Infrastructure
Telecommunications
Relevant Teams
Human Resources
Corporate Secretariat
Legal
Compliance
Corporate Affairs
Administration
Executive Office
Board of Directors
Senior Management
Relevant Roles
Company Secretary
Administrative Secretary
Executive Secretary
Personal Assistant
Board Secretary
Corporate Secretary
HR Manager
Department Head
Managing Director
CEO
Board Chairman
Compliance Officer
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