The Manager Performance Review document serves as a crucial tool for organizations operating in New Zealand to formally evaluate and document the performance of their management staff. This document is typically used annually or bi-annually to assess managers against predetermined criteria, ensuring compliance with New Zealand employment law while promoting fair and objective evaluation practices. The review process documented here helps organizations maintain consistent performance standards, identify development needs, and align management capabilities with organizational objectives. The document includes comprehensive evaluation criteria, covering leadership competencies, operational effectiveness, and strategic contribution, while incorporating specific provisions required under New Zealand employment legislation, including the Employment Relations Act 2000 and the Privacy Act 2020.
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1. Review Information: Basic details including manager's name, position, department, review period, and date of review
2. Performance Rating Scale: Definition of the rating system used in the review (e.g., 1-5 scale with descriptions)
3. Key Responsibilities Review: Assessment of performance against core job responsibilities and KPIs
4. Leadership Competencies: Evaluation of leadership capabilities including team management, communication, and decision-making
5. Goals Achievement: Review of goals set in previous period and extent of achievement
6. Strategic Contribution: Assessment of contribution to organizational objectives and strategic initiatives
7. Professional Development: Discussion of professional growth, training completed, and skills developed
8. Future Goals and Objectives: Setting of new goals and objectives for the next review period
9. Overall Performance Summary: Summary assessment and final rating
10. Acknowledgment: Signatures of reviewer, manager being reviewed, and HR representative if required
1. 360-Degree Feedback Summary: Summary of feedback from peers, direct reports, and other stakeholders - used for middle to senior management
2. Financial Performance Metrics: Assessment of budget management and financial targets - used when manager has P&L responsibility
3. Project Management Assessment: Evaluation of project delivery and management - used for managers with significant project responsibilities
4. Health and Safety Leadership: Assessment of H&S management and compliance - used in industries with significant H&S requirements
5. Innovation and Change Management: Evaluation of innovation initiatives and change leadership - used for senior managers or in organizations focusing on transformation
6. Cultural Leadership: Assessment of contribution to company culture and values - used in organizations with strong focus on cultural development
1. Schedule A: Performance Metrics Detail: Detailed breakdown of KPIs and performance metrics with actual achievements
2. Schedule B: Competency Framework: Detailed competency framework used for leadership assessment
3. Schedule C: Development Plan: Detailed professional development plan including specific actions, timeframes, and resources
4. Schedule D: Previous Review Summary: Summary of previous performance review for progress comparison
5. Appendix 1: Self-Assessment Form: Manager's self-evaluation form completed prior to review
6. Appendix 2: Feedback Collection Summary: Anonymized feedback collected from various stakeholders
Relevant legal definitions
Review Period
Performance Rating
Key Performance Indicators (KPIs)
Competencies
Core Responsibilities
Development Plan
Goals
Objectives
Strategic Initiatives
Performance Metrics
Review Date
Reviewing Manager
Direct Reports
Leadership Competencies
Performance Standards
Rating Scale
Professional Development
Career Progression
Performance Improvement Plan
360-Degree Feedback
Peer Review
Stakeholders
Business Unit
Department
Management Level
Assessment Criteria
Evaluation Framework
Review Cycle
Target Achievement
Operational Excellence
Performance Rating
Key Performance Indicators (KPIs)
Competencies
Core Responsibilities
Development Plan
Goals
Objectives
Strategic Initiatives
Performance Metrics
Review Date
Reviewing Manager
Direct Reports
Leadership Competencies
Performance Standards
Rating Scale
Professional Development
Career Progression
Performance Improvement Plan
360-Degree Feedback
Peer Review
Stakeholders
Business Unit
Department
Management Level
Assessment Criteria
Evaluation Framework
Review Cycle
Target Achievement
Operational Excellence
Clauses
Performance Assessment
Rating Methodology
Review Process
Confidentiality
Data Protection
Dispute Resolution
Professional Development
Goal Setting
Leadership Evaluation
Strategic Alignment
Operational Performance
Financial Management
Team Management
Communication Standards
Innovation and Initiative
Health and Safety Compliance
Risk Management
Stakeholder Management
Cultural Leadership
Change Management
Project Delivery
Resource Management
Quality Standards
Compliance and Governance
Professional Conduct
Performance Improvement
Review Frequency
Documentation Requirements
Feedback Process
Amendment Process
Rating Methodology
Review Process
Confidentiality
Data Protection
Dispute Resolution
Professional Development
Goal Setting
Leadership Evaluation
Strategic Alignment
Operational Performance
Financial Management
Team Management
Communication Standards
Innovation and Initiative
Health and Safety Compliance
Risk Management
Stakeholder Management
Cultural Leadership
Change Management
Project Delivery
Resource Management
Quality Standards
Compliance and Governance
Professional Conduct
Performance Improvement
Review Frequency
Documentation Requirements
Feedback Process
Amendment Process
Relevant Industries
Financial Services
Manufacturing
Retail
Technology
Healthcare
Education
Public Sector
Professional Services
Construction
Hospitality
Telecommunications
Energy
Transportation
Agriculture
Non-Profit
Relevant Teams
Human Resources
Operations
Finance
Information Technology
Sales
Marketing
Production
Quality Assurance
Research and Development
Customer Service
Legal
Administration
Supply Chain
Business Development
Strategy
Relevant Roles
Department Manager
Team Leader
Project Manager
Operations Manager
Regional Manager
Division Head
General Manager
Chief Operating Officer
Managing Director
Vice President
Director of Operations
Branch Manager
Production Manager
Sales Manager
HR Manager
Finance Manager
IT Manager
Marketing Manager
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