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Project Manager Appraisal

Project Manager Appraisal Template for New Zealand

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Key Requirements PROMPT example:

Project Manager Appraisal

"I need a Project Manager Appraisal document for our IT consulting firm that emphasizes technical project delivery and agile methodology competencies, with specific sections for evaluating remote team management skills and client satisfaction metrics."

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Document background
The Project Manager Appraisal document serves as a critical tool for evaluating project management professionals within New Zealand organizations. It is typically used during annual or semi-annual performance reviews, or at the completion of significant projects. The document ensures compliance with New Zealand employment legislation, including the Employment Relations Act 2000 and Privacy Act 2020, while providing a comprehensive framework for assessing project delivery success, leadership capabilities, and technical competencies. It includes sections for performance metrics, development planning, and stakeholder feedback, supporting both performance evaluation and career development objectives. The appraisal process helps organizations maintain consistent performance standards, identify training needs, and make informed decisions about career progression and remuneration.
Suggested Sections

1. Parties: Identifies the Project Manager being evaluated and the evaluator(s)

2. Background: Context of the appraisal, including evaluation period and relevant project(s)

3. Definitions: Key terms used in the appraisal document

4. Performance Criteria: Core competencies and KPIs being evaluated

5. Project Delivery Assessment: Evaluation of project outcomes, deadlines, and budget management

6. Leadership and Team Management: Assessment of team leadership, communication, and stakeholder management

7. Technical Competency: Evaluation of project management methodologies and tools utilization

8. Overall Performance Rating: Summary rating and performance classification

9. Development Plan: Agreed actions for improvement and professional development

10. Acknowledgment and Signatures: Formal sign-off by all parties involved in the appraisal

Optional Sections

1. Client Feedback: Include when external client feedback is relevant to the evaluation period

2. Risk Management Assessment: Include for high-risk or complex projects requiring specific risk management evaluation

3. Financial Performance: Include when the Project Manager has specific financial responsibilities or targets

4. Innovation and Process Improvement: Include when evaluating contributions to organizational improvement

5. Health and Safety Compliance: Include for projects with significant health and safety components

6. Cultural Competency: Include when working with diverse teams or in culturally sensitive contexts

Suggested Schedules

1. Schedule 1: Project KPI Results: Detailed metrics and achievements for each project during the evaluation period

2. Schedule 2: Competency Framework: Detailed breakdown of competency levels and ratings criteria

3. Schedule 3: Development Plan Details: Specific training, mentoring, and development activities planned

4. Appendix A: Project Portfolio Summary: Overview of all projects managed during the evaluation period

5. Appendix B: Stakeholder Feedback Summary: Consolidated feedback from key stakeholders

6. Appendix C: Previous Appraisal Actions: Progress update on development actions from previous appraisal

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Appraisal Period
Appraisee
Appraiser
Competency Framework
Core Competencies
Development Goals
Evaluation Criteria
Key Performance Indicators (KPIs)
Performance Rating
Performance Standards
Project Deliverables
Project Milestones
Project Portfolio
Project Sponsor
Review Committee
Stakeholders
Success Criteria
Performance Improvement Plan
Professional Development Plan
Project Governance
Risk Management Framework
Scope Management
Technical Competency
Leadership Competency
360-Degree Feedback
Clauses
Performance Evaluation Process
Rating Scale
Project Delivery
Budget Management
Schedule Management
Risk Management
Team Leadership
Stakeholder Management
Technical Competency
Professional Development
Confidentiality
Dispute Resolution
Review Period
Documentation Requirements
Feedback Process
Performance Metrics
Goal Setting
Career Development
Health and Safety Compliance
Quality Management
Communication Standards
Resource Management
Client Satisfaction
Innovation and Improvement
Regulatory Compliance
Appeals Process
Sign-off Requirements
Relevant Industries

Construction

Information Technology

Healthcare

Financial Services

Government

Education

Telecommunications

Manufacturing

Professional Services

Infrastructure

Research and Development

Non-Profit

Relevant Teams

Human Resources

Project Management Office

Operations

Information Technology

Construction Management

Product Development

Research and Development

Professional Services

Strategic Planning

Quality Assurance

Relevant Roles

Project Manager

Senior Project Manager

Program Manager

Project Director

PMO Manager

Delivery Manager

Technical Project Manager

Construction Project Manager

IT Project Manager

Project Management Consultant

Agile Project Manager

Project Control Manager

Industries
Employment Relations Act 2000: Fundamental legislation governing employment relationships in New Zealand, including fair treatment in performance evaluations and the right to feedback
Privacy Act 2020: Regulates how personal information in performance appraisals must be collected, stored, used, and disclosed
Human Rights Act 1993: Ensures performance appraisals are conducted without discrimination based on protected characteristics
Health and Safety at Work Act 2015: Relevant for evaluating a Project Manager's performance in maintaining workplace safety standards and compliance
Protected Disclosures (Protection of Whistleblowers) Act 2022: Ensures protection for project managers who report serious wrongdoing in their organization
Fair Trading Act 1986: Relevant for ensuring truthful and accurate representation in performance metrics and evaluation criteria
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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