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1. 1. Parties: Identification of the employer and employee, including job title and department
2. 2. Background: Context of the review, including review period and position responsibilities
3. 3. Definitions: Key terms used in the review document, including performance metrics and rating scales
4. 4. Performance Objectives Review: Assessment of previously set objectives and extent of achievement
5. 5. Core Competencies Evaluation: Review of essential job-related skills and behaviors
6. 6. Key Achievements: Specific accomplishments and contributions during the review period
7. 7. Areas for Development: Identified improvement areas and skill gaps
8. 8. Action Plan: Specific steps and timelines for addressing development areas
9. 9. New Objectives: Goals and targets for the next review period
10. 10. Acknowledgment and Signatures: Formal acknowledgment of the review by both parties
1. Salary Review: Include when the performance review is linked to compensation decisions
2. 360-Degree Feedback Summary: Include when feedback from multiple stakeholders has been collected
3. Project-Specific Evaluation: Include for employees involved in significant projects during the review period
4. Training and Development History: Include when reviewing progress on professional development initiatives
5. Career Progression Plan: Include when discussing long-term career development opportunities
1. Schedule A - Performance Metrics Detail: Detailed breakdown of performance indicators and scoring methodology
2. Schedule B - Competency Framework: Detailed description of core competencies and their assessment criteria
3. Schedule C - Development Resources: List of available training and development resources
4. Appendix 1 - Previous Review Summary: Summary of conclusions from the last performance review
5. Appendix 2 - Supporting Documentation: Additional evidence and documentation supporting the review conclusions
Financial Services
Technology
Manufacturing
Professional Services
Healthcare
Retail
Education
Telecommunications
Construction
Energy
Transportation
Consumer Goods
Consulting
Human Resources
Performance Management
Employee Relations
Learning & Development
Talent Management
Legal
Compliance
Operations
Senior Management
Middle Management
Chief Executive Officer
Human Resources Director
Department Manager
Team Leader
Project Manager
Senior Executive
Mid-level Manager
HR Business Partner
Performance Management Specialist
Department Supervisor
Employee Relations Manager
Learning & Development Manager
Talent Management Director
Operations Manager
Line Manager
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