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.
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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
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
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
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