Performance Plan & Evaluation Form for New Zealand

Performance Plan & Evaluation Form Template for New Zealand

A comprehensive performance management document designed in compliance with New Zealand employment law, particularly the Employment Relations Act 2000 and Privacy Act 2020. This document establishes clear performance expectations, evaluation criteria, and development goals for employees while ensuring fair and transparent assessment processes. It includes sections for objective setting, performance metrics, competency evaluation, and feedback mechanisms, all structured to promote constructive dialogue between employees and managers while maintaining legal compliance with New Zealand workplace regulations.

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What is a Performance Plan & Evaluation Form?

The Performance Plan & Evaluation Form serves as a foundational document in employee performance management, designed specifically for use in New Zealand workplaces. It is typically implemented during annual or bi-annual performance reviews, new role transitions, or when establishing performance improvement plans. The document ensures compliance with New Zealand employment legislation while providing a structured framework for setting objectives, measuring performance, and planning professional development. It incorporates elements required by the Employment Relations Act 2000 and privacy considerations under the Privacy Act 2020, making it suitable for organizations of all sizes operating within New Zealand's jurisdiction.

What sections should be included in a Performance Plan & Evaluation Form?

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

2. Purpose and Overview: Explanation of the performance planning and evaluation process, including frequency of reviews

3. Key Performance Objectives: Specific, measurable goals and targets for the review period

4. Core Competencies: Essential skills and behaviors required for the role

5. Performance Metrics: Quantitative and qualitative measures used to assess performance

6. Rating Scale: Definition of performance rating levels and their criteria

7. Development Plan: Training, development goals, and career progression opportunities

8. Review and Feedback: Space for manager evaluation, employee self-assessment, and mutual feedback

9. Sign-off Section: Acknowledgment and signatures from employee, manager, and HR representative

What sections are optional to include in a Performance Plan & Evaluation Form?

1. Project-Specific Goals: Used when employee is involved in specific projects requiring separate evaluation

2. Leadership Competencies: Include for management positions or employees on leadership track

3. Health and Safety Objectives: Required for roles with significant health and safety responsibilities

4. Customer Service Metrics: Include for customer-facing roles

5. Technical Skills Assessment: Add for technical roles requiring specific skill evaluations

6. Sales Targets: Include for sales-focused positions

7. Compliance Requirements: Add for roles with regulatory or compliance responsibilities

What schedules should be included in a Performance Plan & Evaluation Form?

1. Schedule A: Competency Framework: Detailed breakdown of competencies and behavioral indicators

2. Schedule B: KPI Calculation Methods: Detailed explanation of how each KPI is measured and calculated

3. Schedule C: Development Resources: List of available training programs and development resources

4. Appendix 1: Performance Rating Guidelines: Detailed guidelines for applying performance ratings consistently

5. Appendix 2: Role-Specific Standards: Standards and expectations specific to different role categories

6. Appendix 3: Review Meeting Guidelines: Process and best practices for conducting review meetings

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

Technology

Financial Services

Healthcare

Education

Manufacturing

Retail

Professional Services

Government

Non-profit

Construction

Hospitality

Transportation

Energy

Telecommunications

Agriculture

Mining

Relevant Teams

Human Resources

Sales

Marketing

Operations

Finance

Information Technology

Legal

Research & Development

Customer Service

Product Development

Quality Assurance

Administration

Executive Leadership

Project Management Office

Business Development

Relevant Roles

Chief Executive Officer

Department Manager

Team Leader

Human Resources Manager

Sales Representative

Customer Service Representative

Software Developer

Project Manager

Financial Analyst

Marketing Specialist

Operations Manager

Administrative Assistant

Research Scientist

Legal Counsel

Business Analyst

Product Manager

Quality Assurance Specialist

Account Manager

Technical Support Engineer

Executive Assistant

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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