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Values Based Performance Review Template
"I need a Values Based Performance Review Template for a technology startup with 50 employees, incorporating our five core values (Innovation, Collaboration, Customer-First, Integrity, and Agility) and specifically designed for quarterly reviews starting January 2025."
1. Employee Information: Details of the employee being reviewed, including name, position, department, and duration of employment
2. Review Period: Specification of the time period covered by the review
3. Company Values: Statement of the organization's core values that form the basis of the performance assessment
4. Assessment Criteria: Detailed explanation of how each company value translates into observable workplace behaviors and performance metrics
5. Rating Scale: Definition of the rating system used for evaluation, including descriptions of each performance level
6. Performance Summary: Overall assessment section combining values-based evaluation with achievement of role-specific objectives
7. Development Plan: Section for documenting agreed-upon development goals and action plans
8. Acknowledgment: Space for signatures and dates from both reviewer and employee, confirming discussion of the review
1. Peer Feedback: Section for incorporating feedback from colleagues and team members, useful for organizations with 360-degree review processes
2. Self-Assessment: Space for employee's self-evaluation against values and objectives, recommended for organizations promoting self-reflection
3. Previous Review Summary: Section comparing current performance to previous review outcomes, useful for tracking long-term progress
4. Project Achievements: Detailed section for listing specific project contributions, particularly relevant for project-based roles
5. Client/Stakeholder Feedback: Section for external feedback, particularly relevant for customer-facing roles
6. Compliance and Risk Management: Additional section for roles with significant compliance or risk management responsibilities
1. Schedule A - Value Behavior Indicators: Detailed matrix of specific behaviors that demonstrate each company value at different performance levels
2. Schedule B - Role-Specific KPIs: Template for documenting key performance indicators specific to the employee's role
3. Schedule C - Development Resources: List of available training, mentoring, and development opportunities aligned with company values
4. Appendix 1 - Rating Scale Guidelines: Detailed guidelines for applying the rating scale consistently across different values and behaviors
5. Appendix 2 - Review Process Timeline: Standard timeline and checklist for completing each stage of the review process
6. Appendix 3 - Feedback Collection Templates: Standardized templates for gathering peer and stakeholder feedback when applicable
Authors
Performance Rating
Company Values
Core Competencies
Key Performance Indicators (KPIs)
Development Goals
Performance Improvement Plan
Review Cycle
Assessment Criteria
Behavioral Indicators
Value Alignment
Performance Standards
Review Manager
Employee
Self-Assessment
Peer Review
Performance Metrics
Rating Scale
Development Plan
Evaluation Framework
Performance Summary
Review Date
Values-Based Behavior
Competency Framework
Achievement Targets
Review Documentation
Performance Objectives
Calibration Session
Review Meeting
Feedback Provider
Review Process
Confidentiality
Performance Standards
Values Assessment
Rating Methodology
Documentation Requirements
Review Frequency
Employee Rights and Responsibilities
Reviewer Rights and Responsibilities
Appeals Process
Performance Improvement
Development Planning
Data Protection
Record Keeping
Feedback Process
Review Outcomes
Goal Setting
Values Alignment
Behavioral Assessment
Fair Treatment
Non-Discrimination
Review Timeline
Signature and Acknowledgment
Financial Services
Technology
Healthcare
Education
Professional Services
Manufacturing
Retail
Government
Non-Profit
Telecommunications
Construction
Mining
Energy
Transport and Logistics
Media and Entertainment
Human Resources
People and Culture
Learning and Development
Talent Management
Employee Relations
Performance Management
Organizational Development
Executive Leadership
Department Management
Line Management
Chief Executive Officer
Human Resources Director
Department Manager
Team Leader
Project Manager
Operations Manager
Senior Executive
Line Manager
Supervisor
Human Resources Business Partner
Performance Management Specialist
Learning and Development Manager
Talent Management Director
Employee Relations Manager
Corporate Culture Officer
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