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1. Employee Information: Basic details including name, position, department, reporting manager, and evaluation period
2. Performance Objectives Review: Assessment of achievement against previously set goals and KPIs
3. Core Competencies Evaluation: Assessment of key management competencies including leadership, decision-making, and team management
4. Project/Initiative Assessment: Review of specific projects or initiatives led during the evaluation period
5. People Management Skills: Evaluation of team leadership, delegation, coaching, and development of direct reports
6. Overall Performance Rating: Summary rating based on all evaluation components
7. Development Plan: Identified areas for improvement and specific action plans
8. Employee Comments: Space for the employee to provide feedback and comments on the evaluation
9. Signatures and Acknowledgment: Final signatures from both evaluator and employee, with date
1. 360-Degree Feedback Summary: Include when the organization uses multi-source feedback as part of the evaluation process
2. Business Unit Performance: Add for senior managers responsible for specific business units or departments
3. Innovation and Change Management: Include for organizations focusing on digital transformation or significant change initiatives
4. Budget Management: Add for managers with significant financial responsibilities
5. Customer/Stakeholder Feedback: Include for client-facing management roles
6. Health and Safety Leadership: Add for industries with significant HSE requirements
1. Performance Rating Scale: Detailed explanation of the rating system and criteria for each level
2. Core Competency Framework: Detailed descriptions of each core competency and expected behaviors
3. Previous Period Objectives: List of objectives set in the last evaluation period
4. Development Resources: Available training, coaching, and development opportunities
5. Compensation Review Form: If applicable, form for recommending salary adjustments based on performance
6. Role-Specific KPIs: Specific performance indicators relevant to the manager's role and department
Financial Services
Technology
Manufacturing
Healthcare
Retail
Professional Services
Education
Construction
Telecommunications
Energy
Transportation
Hospitality
Public Sector
Non-Profit Organizations
Media and Entertainment
Human Resources
Operations
Finance
Sales
Marketing
Information Technology
Legal
Research and Development
Customer Service
Production
Quality Assurance
Business Development
Strategy
Administration
Compliance
Department Manager
Team Leader
Project Manager
Operations Manager
HR Manager
Sales Manager
Regional Manager
Division Head
Unit Director
Branch Manager
Product Manager
Technical Manager
Marketing Manager
Financial Manager
Senior Manager
General Manager
Managing Director
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