The Performance Plan & Evaluation Form is designed to facilitate structured performance management in accordance with English and Welsh employment law. It is typically used at the start of each performance cycle to document agreed objectives and throughout the year for ongoing evaluation and feedback. The document includes specific, measurable performance criteria, development goals, and evaluation metrics, ensuring compliance with UK employment legislation while promoting fair and objective assessment. This form is essential for maintaining clear performance records, supporting career development, and providing a foundation for employment-related decisions.
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1. Employee Information: Basic details including name, position, department, and reporting line
2. Performance Period: Timeframe covered by the evaluation and frequency of reviews
3. Key Performance Indicators: Specific, measurable objectives and targets for the evaluation period
4. Rating Scale: Definition and explanation of performance rating levels used in evaluation
5. Review Process: Detailed steps of how performance reviews will be conducted and documented
1. Development Plan: Optional section for career development goals and training needs when formal development programs exist
2. Compensation Review: Optional section linking performance to pay/bonuses when performance directly affects compensation
3. Behavioral Competencies: Optional section for assessment of soft skills and behaviors for roles where behavioral aspects are crucial
1. Performance Metrics Template: Detailed template showing breakdown of performance measures and calculations
2. Development Resources: Comprehensive list of available training and development opportunities
3. Review Meeting Records Template: Standard template for documenting performance discussions and outcomes
4. Appeal Process Guidelines: Detailed procedures for challenging performance ratings and evaluation outcomes
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