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1. Meeting Details: Date, time, location, attendees, employee details and purpose of the meeting
2. Performance Period: Clear specification of the time period covered by the review
3. Key Performance Indicators: Assessment of agreed targets and actual achievements against set KPIs
4. Discussion Summary: Detailed record of key points discussed during the review meeting
5. Action Items: List of agreed actions, responsibilities, and deadlines for completion
6. Signatures: Formal acknowledgment section for reviewer and employee signatures
1. Training Needs: Section detailing identified skill gaps and proposed training initiatives
2. Career Development: Discussion points regarding career progression and future opportunities
3. Compensation Review: Documentation of any discussion regarding salary adjustments or bonuses
1. Performance Metrics: Detailed appendix containing performance data, statistics and supporting evidence
2. Previous Goals Review: Documentation reviewing the achievement of goals set in previous meetings
3. Development Plan: Comprehensive training and development roadmap for the employee
4. Supporting Documentation: Compilation of relevant certificates, complaints, commendations or other supporting materials
Performance Period
Reviewer
Reviewee
Key Performance Indicators (KPIs)
Performance Rating
Performance Objectives
Development Plan
Action Items
Career Development Goals
Performance Metrics
Competencies
Assessment Criteria
Review Cycle
Performance Improvement Plan
Training Needs
Performance Standards
Evaluation Period
Achievement Targets
Core Values
Performance Gap
Feedback Session
Performance Documentation
Review Date
Next Review Period
Performance Assessment
Goal Achievement
Key Accomplishments
Areas for Improvement
Training and Development
Action Plans
Career Development
Competency Evaluation
Objectives for Next Period
Confidentiality
Employee Acknowledgment
Manager Acknowledgment
Performance Rating
Compensation Review
Resource Requirements
Support Needed
Timeline Commitments
Follow-up Schedule
Documentation Requirements
Dispute Resolution
Data Protection
Record Keeping
Review Process
Signatures and Approvals
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