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Narrative Performance Review for the United Kingdom

Narrative Performance Review Template for England and Wales

A standardized template used in England and Wales for conducting and documenting employee performance reviews. The template provides a structured format for evaluating employee achievements, competencies, and setting future objectives while ensuring compliance with UK employment law, data protection requirements, and equality legislation. It includes sections for narrative feedback, goal assessment, and development planning, designed to facilitate constructive dialogue between managers and employees.

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What is a Narrative Performance Review?

The Narrative Performance Review Template is designed for organizations operating under English and Welsh law who need a standardized approach to performance evaluation. It provides a comprehensive framework for documenting employee performance, setting objectives, and planning development while ensuring compliance with UK employment legislation, including the Employment Rights Act 1996 and Equality Act 2010. The template supports fair and objective assessment practices, promotes consistency across the organization, and creates a documented trail of performance discussions that can be referenced for career development, promotion decisions, or performance improvement needs.

What sections should be included in a Narrative Performance Review?

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Objectives Review: Assessment of previously set objectives and achievements

3. Core Competencies Evaluation: Assessment of key skills and behaviors required for the role

4. Overall Performance Rating: Summary evaluation and performance classification

5. Future Objectives: Setting new objectives for the next review period

6. Signatures: Space for employee and reviewer signatures and dates

What sections are optional to include in a Narrative Performance Review?

1. Development Plan: Specific training or development needs, used when growth areas are identified

2. Career Aspirations: Discussion of career goals, used for succession planning

3. 360-Degree Feedback: Input from colleagues and stakeholders, used in more comprehensive reviews

4. Performance Improvement Plan: Detailed action plan, used when performance falls below expectations

What schedules should be included in a Narrative Performance Review?

1. Performance Rating Scale: Detailed explanation of rating criteria and classifications

2. Competency Framework: Detailed breakdown of expected competencies for the role

3. Evidence Log: Supporting documentation and examples of performance

4. Previous Review Summary: Summary of last review's objectives and ratings

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

Jurisdiction

England and Wales

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions

























Clauses




















Industries

Employment Rights Act 1996: Primary legislation establishing basic employment rights, including unfair dismissal provisions relevant to performance reviews and requirements for written employment statements. Critical for ensuring performance review processes align with fundamental employment rights.

Equality Act 2010: Legislation ensuring non-discrimination in workplace practices. For performance reviews, requires fair, objective assessment criteria and prevents discrimination based on protected characteristics. Mandates reasonable adjustments for disabled employees in review processes.

Data Protection Act 2018 and UK GDPR: Regulations governing personal data processing, storage, and access rights. Specifically applies to how performance review data is collected, stored, processed, and accessed, with requirements for data retention and employee privacy rights.

ACAS Code of Practice: While not legislation, provides essential guidance on disciplinary procedures and performance management. Sets out best practices for fair and transparent performance review processes that courts consider when assessing employer conduct.

Human Rights Act 1998: Ensures fundamental rights including privacy and fair treatment are respected in workplace processes. Performance reviews must be conducted in a way that respects these basic human rights.

Public Interest Disclosure Act 1998: Provides protection for whistleblowers and ensures performance review processes cannot be used as a form of retaliation against employees who have made protected disclosures.

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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