Narrative Performance Review for New Zealand

Narrative Performance Review Template for New Zealand

A Narrative Performance Review document is a formal employment document used in New Zealand organizations to evaluate and document employee performance over a specific period. Compliant with New Zealand employment law, including the Employment Relations Act 2000 and Privacy Act 2020, this document provides a structured framework for detailed written evaluation of an employee's achievements, competencies, areas for development, and future objectives. It serves as both a performance assessment tool and a legal record of performance discussions, incorporating specific examples and detailed feedback while ensuring fair and transparent evaluation processes.

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What is a Narrative Performance Review?

The Narrative Performance Review is a crucial human resources document used in New Zealand workplaces to facilitate and document formal performance evaluations. This document type is specifically designed to comply with New Zealand employment legislation, including the Employment Relations Act 2000 and Privacy Act 2020, while providing a comprehensive framework for performance assessment. It is typically used during annual or semi-annual review periods to document employee achievements, assess competencies, identify development areas, and set future objectives. The narrative format allows for detailed written feedback and specific examples, making it particularly valuable for maintaining clear performance records and supporting employment-related decisions. The document serves multiple purposes: as a performance evaluation tool, a development planning instrument, and a legal record of performance discussions and agreements.

What sections should be included in a Narrative Performance Review?

1. Employee Information: Basic details including employee name, position, department, and review period

2. Review Overview: Summary of the review purpose and process followed

3. Performance Goals Assessment: Evaluation of achievements against previously set goals and KPIs

4. Core Competencies Evaluation: Assessment of key job-specific skills and organizational competencies

5. Strengths and Achievements: Detailed discussion of notable accomplishments and demonstrated strengths

6. Areas for Development: Identification of improvement areas and growth opportunities

7. Future Goals and Objectives: Setting of new performance goals and development objectives

8. Employee Comments: Space for employee feedback and responses to the review

9. Acknowledgment and Signatures: Formal sign-off section for employee and reviewer(s)

What sections are optional to include in a Narrative Performance Review?

1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders when 360-degree review process is used

2. Project-Specific Performance: Detailed evaluation of performance on specific major projects, used when project work is a significant part of the role

3. Leadership Assessment: Evaluation of leadership capabilities and impact, included for management positions

4. Technical Skills Assessment: Detailed evaluation of technical competencies, used for technical roles

5. Career Development Plan: Specific section on career progression and development opportunities, used for high-potential employees or when significant career development is planned

6. Performance Improvement Plan: Detailed action plan for addressing performance issues, included when significant improvement areas are identified

What schedules should be included in a Narrative Performance Review?

1. Performance Metrics Data: Detailed quantitative performance data and analytics

2. Previous Goals and Objectives: Documentation of goals set in previous review period

3. Training and Development Record: Record of completed training and development activities

4. Supporting Documentation: Additional evidence of performance, such as client feedback, project outcomes, or awards

5. Competency Framework Reference: Organization's competency framework used for evaluation

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 Industries

Technology

Financial Services

Healthcare

Education

Manufacturing

Retail

Professional Services

Public Sector

Non-Profit

Construction

Hospitality

Transportation

Telecommunications

Energy

Media and Entertainment

Relevant Teams

Human Resources

Finance

Operations

Sales

Marketing

Information Technology

Customer Service

Research and Development

Production

Quality Assurance

Administration

Legal

Project Management Office

Business Development

Strategy

Relevant Roles

Chief Executive Officer

Department Manager

Team Leader

Human Resources Manager

Financial Controller

Software Developer

Sales Representative

Customer Service Representative

Project Manager

Operations Manager

Marketing Specialist

Research Analyst

Administrative Assistant

Production Supervisor

Quality Assurance Specialist

Business Analyst

Account Manager

Technical Support Specialist

Executive Assistant

Product Manager

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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