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1. Employee Information: Basic details including employee name, position, department, reporting manager, and review period
2. Purpose Statement: Brief explanation of the document's purpose and how it fits into the overall performance management process
3. Performance Goals: List of specific, measurable, achievable, relevant, and time-bound (SMART) goals for the review period
4. Key Performance Indicators (KPIs): Quantifiable metrics that will be used to measure success in achieving each goal
5. Core Competencies: Essential skills and behaviors expected from the employee in their role
6. Development Plan: Specific areas for professional growth and skill development during the review period
7. Review Schedule: Timeline for regular check-ins and formal review meetings
8. Acknowledgment: Signatures of employee and manager confirming agreement to the goals and understanding of the review process
1. Project-Specific Objectives: Additional section for employees involved in specific projects or initiatives, detailing project-related goals and success criteria
2. Team Leadership Goals: For employees with management responsibilities, outlining expectations for team leadership and development
3. Budget Responsibilities: For roles with financial accountability, specifying budget-related objectives and targets
4. Client Relationship Goals: For customer-facing roles, detailing objectives related to client satisfaction and relationship management
5. Innovation Objectives: For roles where innovation is key, outlining expectations for new ideas and improvements
6. Cross-functional Collaboration: For roles requiring significant interaction with other departments, specifying collaboration objectives
1. Schedule A - Goal Measurement Criteria: Detailed breakdown of how each goal will be measured and evaluated
2. Schedule B - Competency Framework: Detailed description of each core competency and its assessment criteria
3. Schedule C - Development Resources: List of available training, mentoring, and development resources to support goal achievement
4. Appendix 1 - Performance Rating Scale: Definition of performance ratings and their criteria
5. Appendix 2 - Review Meeting Guidelines: Protocol for conducting review meetings and discussions
6. Appendix 3 - Goal Adjustment Form: Template for documenting any agreed changes to goals during the review period
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