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1. Employee and Reviewer Details: Identification of the employee being reviewed and the person conducting the review, including their roles and departments
2. Review Period: Specification of the time period covered by this performance review
3. Previous Action Plan Reference: Reference to previous action plans and performance reviews if applicable
4. Performance Objectives Assessment: Detailed evaluation of performance against previously set objectives and KPIs
5. Core Competencies Evaluation: Assessment of performance against core organizational competencies and values
6. Achievement Summary: Overview of key achievements and contributions during the review period
7. Areas for Development: Identification of skills, knowledge, or behaviors requiring improvement
8. Action Plan: Specific, measurable actions agreed upon for performance improvement or development
9. Timeline and Milestones: Clear deadlines and milestone markers for action plan completion
10. Support and Resources: Details of support, training, or resources to be provided to achieve action plan objectives
11. Sign-off and Acknowledgment: Formal acknowledgment and agreement to the review and action plan by all parties
1. Career Development Goals: Discussion of longer-term career aspirations and development opportunities, used when the organization has a formal career development program
2. Compensation Review: Discussion of any salary or compensation adjustments, included when the review is tied to compensation decisions
3. Performance Improvement Plan: Detailed improvement requirements and consequences, included when addressing significant performance concerns
4. Project-Specific Evaluation: Assessment of performance on specific major projects, included for project-based roles
5. Team Leadership Assessment: Evaluation of leadership capabilities and team management, included for employees with management responsibilities
6. Customer/Stakeholder Feedback: Summary of feedback from key stakeholders, included when relevant to the role
1. Schedule A: Performance Metrics: Detailed quantitative performance data and metrics for the review period
2. Schedule B: Competency Framework: Detailed description of organizational competencies and assessment criteria
3. Schedule C: Training and Development Plan: Specific details of proposed training, mentoring, or development activities
4. Schedule D: Previous Action Items Status: Status update on action items from previous performance reviews
5. Appendix 1: Supporting Documentation: Additional documentation supporting performance assessment (e.g., project reports, customer feedback)
6. Appendix 2: Performance Rating Guidelines: Organization's performance rating system and assessment guidelines
Performance Criteria
Review Period
Key Performance Indicators (KPIs)
Performance Standards
Core Competencies
Development Goals
Performance Improvement Plan
Employee
Reviewer
Line Manager
HR Representative
Performance Rating
Objectives
Milestones
Target Completion Date
Support Resources
Professional Development
Feedback
Progress Review
Achievement
Areas for Development
Success Measures
Career Progression
Performance Cycle
Competency Framework
Good Faith
Review Meeting
Sign-off Authority
Supporting Documentation
Confidentiality
Review Process
Measurement Criteria
Feedback Mechanisms
Development Planning
Timeline and Deadlines
Resource Allocation
Monitoring and Review
Dispute Resolution
Documentation Requirements
Privacy and Data Protection
Good Faith Obligations
Performance Standards
Support and Training
Remedial Actions
Sign-off Requirements
Amendment Process
Progress Review
Compliance Requirements
Record Keeping
Performance Rating System
Consultation Process
Acknowledgment and Agreement
Financial Services
Technology
Healthcare
Manufacturing
Retail
Professional Services
Education
Government
Telecommunications
Construction
Hospitality
Non-profit
Energy
Transportation
Agriculture
Human Resources
Operations
Finance
Marketing
Sales
Information Technology
Research and Development
Customer Service
Production
Quality Assurance
Legal
Administration
Strategy and Planning
Learning and Development
Project Management Office
Chief Executive Officer
Department Director
Senior Manager
Line Manager
Team Leader
HR Manager
Project Manager
Technical Specialist
Sales Representative
Customer Service Representative
Administrative Assistant
Operations Manager
Financial Analyst
Marketing Coordinator
Software Developer
Research Scientist
Account Manager
Production Supervisor
Quality Assurance Specialist
Learning and Development Coordinator
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