Action Plan Performance Review for New Zealand

Action Plan Performance Review Template for New Zealand

A comprehensive performance review and action planning document designed to comply with New Zealand employment law and best practices. This document facilitates the formal evaluation of employee performance against predetermined objectives, outlines areas for improvement, and establishes specific, measurable action plans for professional development. It incorporates provisions for regular monitoring and feedback, ensuring alignment with the Employment Relations Act 2000 and related New Zealand legislation while promoting transparent and constructive performance management processes.

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What is a Action Plan Performance Review?

The Action Plan Performance Review is a critical human resource management tool used in New Zealand organizations to document and manage employee performance evaluations and development planning. This document is typically implemented during annual or semi-annual review cycles, or when specific performance improvement needs are identified. It aligns with New Zealand employment law requirements, particularly the Employment Relations Act 2000, and incorporates principles of good faith dealing and fair process. The document serves multiple purposes: evaluating current performance, setting future objectives, identifying development needs, and creating actionable plans for improvement. It provides a structured framework for performance discussions, ensuring consistency and fairness while maintaining appropriate documentation for HR records.

What sections should be included in a Action Plan Performance Review?

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

What sections are optional to include in a Action Plan Performance Review?

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

What schedules should be included in a Action Plan Performance Review?

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

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

Jurisdiction

New Zealand

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Clauses
Relevant Industries

Financial Services

Technology

Healthcare

Manufacturing

Retail

Professional Services

Education

Government

Telecommunications

Construction

Hospitality

Non-profit

Energy

Transportation

Agriculture

Relevant Teams

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

Relevant Roles

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

Industries
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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