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1. Employee Information: Basic details including name, employee ID, position, department, and reporting line
2. Appraisal Period: Timeframe covered by the assessment and date of review
3. Performance Rating Scale: Definition of the rating system used (typically 1-5 scale with detailed descriptions of each level)
4. Key Performance Areas: Core leadership competencies and responsibilities being evaluated
5. Leadership Competency Assessment: Evaluation of specific leadership behaviors and capabilities
6. Goal Achievement: Assessment of performance against previously set objectives
7. Overall Performance Rating: Consolidated assessment score with justification
8. Development Plan: Identified areas for improvement and proposed actions
9. Employee Comments: Space for the employee to provide feedback on the assessment
10. Acknowledgment and Signatures: Formal sign-off by all parties involved in the appraisal
1. 360-Degree Feedback Summary: Include when multiple stakeholder feedback has been collected as part of the evaluation process
2. Project-Specific Achievements: Add for leaders who managed significant projects during the review period
3. Financial Performance Metrics: Include for senior leadership positions with P&L responsibility
4. Team Performance Summary: Add when evaluating leaders with direct reports to assess team management effectiveness
5. Previous Period Action Items Follow-up: Include when there were specific action items or improvement areas identified in the last review
1. Schedule A: Performance Metrics Definitions: Detailed descriptions of each performance indicator and how they are measured
2. Schedule B: Leadership Competency Framework: Comprehensive breakdown of leadership competencies and behavioral indicators
3. Schedule C: Development Resources: List of available training programs, coaching opportunities, and development resources
4. Appendix 1: Performance Improvement Plan Template: Standard template for documenting specific improvement actions if needed
5. Appendix 2: Goal Setting Worksheet: Template for setting SMART objectives for the next review period
Competency
Development Plan
Employee
Evaluator
Key Performance Areas (KPAs)
Key Performance Indicators (KPIs)
Leadership Competencies
Line Manager
Performance Improvement Plan
Performance Rating
Rating Scale
Review Date
SMART Objectives
Strategic Goals
Target
Performance Metrics
Behavioral Indicators
Core Values
Evaluation Committee
Grievance
Moderation
Performance Standards
Professional Development
Remedial Action
Skills Gap
Succession Planning
360-Degree Feedback
Workplace
Confidentiality
Performance Evaluation Process
Rating Methodology
Dispute Resolution
Review Period
Goal Setting
Performance Standards
Leadership Competencies Assessment
Development Planning
Feedback Mechanisms
Documentation Requirements
Appeal Rights
Non-Discrimination
Data Storage and Access
Amendment Procedures
Signature Requirements
Review Frequency
Performance Improvement Procedures
Grievance Procedures
Moderation Process
Record Keeping
Rights and Obligations
Compliance with Labor Laws
Financial Services
Manufacturing
Mining
Retail
Technology
Healthcare
Education
Professional Services
Telecommunications
Construction
Agriculture
Public Sector
Non-Profit Organizations
Energy
Transportation
Human Resources
Legal
Senior Management
Board of Directors
Performance Management
Talent Development
Corporate Services
Learning & Development
Employee Relations
Organizational Development
Chief Executive Officer
Managing Director
Department Head
Senior Manager
Regional Manager
Project Manager
Team Leader
Supervisor
Division Head
Operations Manager
Business Unit Manager
Branch Manager
Program Director
Executive Director
Head of Department
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