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1. Personal Information: Employee and reviewer details including name, position, employee number, department, and review period
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale) with detailed descriptions of each rating level
3. Key Performance Areas (KPAs): Assessment of core management responsibilities and outcomes against predetermined objectives
4. Leadership Competencies: Evaluation of leadership capabilities, team management, and organizational impact
5. Achievement of Goals: Review of specific goals set in previous period and extent of achievement
6. Overall Performance Summary: Consolidated assessment and final rating based on all evaluation components
7. Development Plan: Identified areas for improvement and specific action plans for development
8. Employee Comments: Space for the manager being reviewed to provide their input and response
9. Acknowledgement and Signatures: Formal signing section for reviewer, reviewee, and HR representative with dates
1. 360-Degree Feedback Summary: Include when organization uses multi-source feedback as part of management evaluation
2. Financial Performance Metrics: For managers with P&L responsibility or financial targets
3. Project-Specific Achievements: For managers involved in special projects or initiatives during the review period
4. Risk Management Assessment: For senior managers or those in regulated industries
5. Innovation and Change Management: For organizations focusing on transformation or innovation initiatives
6. Cultural Fit and Values Alignment: For organizations with strong focus on cultural development and values-based leadership
7. Succession Planning Input: For senior management reviews where succession planning is relevant
1. Schedule A: Performance Metrics Template: Detailed breakdown of KPIs and measurement criteria
2. Schedule B: Competency Framework: Detailed descriptions of required leadership competencies and behavioral indicators
3. Schedule C: Development Resource Guide: List of available training, mentoring, and development resources
4. Schedule D: Previous Review Summary: Summary of last performance review and progress against previous development plans
5. Appendix 1: Goal Setting Template: Standard template for documenting next period's goals and objectives
6. Appendix 2: Performance Improvement Plan Template: Template to be used if performance improvement is required
7. Appendix 3: Dispute Resolution Process: Documentation of process for handling disagreements about the review
Key Performance Areas (KPAs)
Key Performance Indicators (KPIs)
Performance Rating
Performance Standards
Competency Framework
Development Plan
Review Date
Reviewing Manager
Reviewee
Performance Improvement Plan
Satisfactory Performance
Unsatisfactory Performance
Performance Objectives
Strategic Goals
Core Competencies
Leadership Competencies
Performance Metrics
Rating Scale
Evaluation Criteria
Moderating Committee
Performance Bonus
Performance Assessment
Review Cycle
Development Goals
360-Degree Feedback
Peer Review
Direct Reports
Performance Agreement
Capability Gap
Career Development
Skills Matrix
Performance Target
Operational Excellence
Management Competencies
Performance Threshold
Data Protection
Performance Evaluation Process
Rating Methodology
Appeals Process
Documentation Requirements
Rights and Obligations
Performance Metrics
Review Period
Goal Setting
Development Planning
Feedback Process
Performance Improvement
Dispute Resolution
Review Frequency
Amendment Process
Signatures and Acknowledgment
Non-Discrimination
Record Keeping
Performance Rewards
Grievance Procedures
Moderation Process
Career Development
Training Commitments
Performance Standards
Review Timeline
Evaluation Criteria
Compliance Requirements
Financial Services
Manufacturing
Retail
Technology
Healthcare
Mining
Education
Telecommunications
Professional Services
Public Sector
Construction
Energy
Agriculture
Transportation
Hospitality
Human Resources
Performance Management
Employee Relations
Talent Development
Operations
Legal
Senior Management
Executive Leadership
Learning & Development
Department Manager
Team Leader
Operations Manager
Regional Manager
Project Manager
Senior Manager
Division Head
Branch Manager
General Manager
Executive Director
Chief Operating Officer
Managing Director
Vice President
Head of Department
Functional Manager
Program Manager
Unit Manager
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