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1. Employee Information: Basic details including name, employee ID, position, department, review period, and length of service
2. Performance Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale with detailed descriptions of each rating level)
3. Key Performance Areas (KPAs): Assessment of core responsibilities and objectives aligned with business goals
4. Leadership Competencies: Evaluation of leadership skills including strategic thinking, people management, and decision-making capabilities
5. Business Results: Assessment of quantifiable business outcomes and achievements against set targets
6. Behavioral Competencies: Evaluation of soft skills, interpersonal effectiveness, and organizational behavior
7. Overall Performance Summary: Consolidated assessment combining all evaluation areas with final rating
8. Development Plan: Identified areas for improvement and specific action plans for development
9. Acknowledgment and Signatures: Space for evaluator and employee signatures, dates, and comments
1. 360-Degree Feedback Summary: Include when comprehensive feedback from multiple stakeholders (peers, subordinates, clients) is part of the evaluation process
2. Project-Specific Evaluation: Include when the GM has been responsible for specific major projects during the evaluation period
3. Innovation and Change Management: Include when evaluating specific organizational change initiatives or innovation programs
4. Crisis Management Assessment: Include when evaluating performance during significant organizational challenges or crisis periods
5. Succession Planning Input: Include when the evaluation feeds into organizational succession planning processes
1. Schedule A: KPI Metrics: Detailed breakdown of quantitative performance indicators and their measurement criteria
2. Schedule B: Competency Framework: Detailed description of each competency and its assessment criteria
3. Schedule C: Previous Goals Review: Review of goals and objectives set in the previous evaluation period
4. Appendix 1: Supporting Documentation: Template for listing and attaching relevant performance evidence and documentation
5. Appendix 2: Development Resources: List of available training, coaching, and development resources aligned with identified needs
Performance Rating
Key Performance Areas (KPAs)
Key Performance Indicators (KPIs)
Competency Framework
Development Plan
Performance Metrics
Business Unit
Strategic Objectives
Performance Standards
Evaluator
Evaluee
Review Date
Exceeds Expectations
Meets Expectations
Below Expectations
Corrective Action
Performance Improvement Plan
Leadership Competencies
Core Competencies
360-Degree Feedback
Business Results
Organizational Goals
Development Needs
Performance Evidence
Rating Scale
Evaluation Cycle
Performance Objectives
Behavioral Indicators
Management Competencies
Confidentiality
Data Protection
Review Period
Rating Methodology
Performance Criteria
Leadership Assessment
Business Results
Feedback Process
Development Planning
Grievance Procedure
Appeal Rights
Documentation Requirements
Performance Improvement
Evaluation Process
Sign-off Requirements
Review Frequency
Objective Setting
Performance Standards
Remedial Actions
Record Keeping
Non-Discrimination
Fair Treatment
Amendment Process
Manufacturing
Retail
Financial Services
Mining
Technology
Healthcare
Hospitality
Construction
Telecommunications
Professional Services
Education
Agriculture
Transport and Logistics
Energy and Utilities
Human Resources
Executive Leadership
Corporate Governance
Performance Management
Talent Development
Legal and Compliance
Strategic Planning
Operations Management
Chief Executive Officer
Managing Director
Human Resources Director
General Manager
Operations Director
Division Head
Regional Manager
Department Head
Performance Management Specialist
Talent Development Manager
Board Member
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