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1. Employee Information: Basic details including employee name, position, department, reporting manager, and review period
2. Purpose and Scope: Overview of the performance review process and its role in career development
3. Core Objectives: Primary performance goals aligned with business objectives and employee's role
4. Key Performance Indicators (KPIs): Specific, measurable metrics used to evaluate performance against objectives
5. Timeline and Milestones: Key dates and deadlines for achieving objectives and review points
6. Measurement Criteria: Detailed explanation of how each objective will be measured and evaluated
7. Review Process: Framework for how and when performance against objectives will be assessed
8. Feedback Mechanism: Process for ongoing feedback and communication regarding progress
9. Sign-off Section: Acknowledgment and agreement section for employee and manager signatures
1. Development Goals: Additional objectives focused on personal and professional development, used when specific training or growth opportunities are identified
2. Resource Requirements: Outline of tools, training, or support needed to achieve objectives, included when specific resources are necessary
3. Adjustment Procedures: Process for modifying objectives during the review period, used when significant change in role or circumstances is anticipated
4. Bonus/Incentive Structure: Link between performance objectives and compensation, included when performance is tied to financial rewards
5. Team Objectives: Collaborative goals shared with team members, used for employees in leadership or team-based roles
6. Risk Factors: Identification of potential challenges or constraints, included when significant external factors may impact achievement
7. Special Accommodations: Modifications or adjustments for employees with specific needs, included when required under discrimination ordinances
1. Schedule A: Objective Assessment Matrix: Detailed scoring framework and evaluation criteria for each objective
2. Schedule B: Performance Rating Scale: Standardized scale used to evaluate achievement of objectives
3. Schedule C: Review Meeting Schedule: Timeline of formal review sessions and check-in points
4. Appendix 1: Role Competency Framework: Standard competencies and expectations for the employee's position
5. Appendix 2: Development Resources: List of available training, mentoring, and development support
6. Appendix 3: Objective Setting Guidelines: Best practices and examples for setting SMART objectives
7. Appendix 4: Performance Improvement Plan Template: Framework for addressing performance gaps if objectives are not met
Financial Services
Technology
Manufacturing
Retail
Healthcare
Education
Professional Services
Real Estate
Hospitality
Logistics
Construction
Media and Entertainment
Telecommunications
Public Sector
Non-Profit
Human Resources
Finance
Operations
Marketing
Sales
Information Technology
Legal
Research and Development
Customer Service
Quality Assurance
Business Development
Product Management
Administration
Strategy
Public Relations
Chief Executive Officer
Department Director
Senior Manager
Project Manager
Team Leader
Software Developer
Financial Analyst
Human Resources Manager
Marketing Executive
Sales Representative
Customer Service Representative
Operations Manager
Research Analyst
Administrative Assistant
Product Manager
Quality Assurance Specialist
Business Development Manager
Legal Counsel
Account Manager
Technical Support Specialist
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