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Executive Performance Review

Executive Performance Review Template for Switzerland

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Key Requirements PROMPT example:

Executive Performance Review

"I need an Executive Performance Review template for a Swiss pharmaceutical company that includes specific KPIs for R&D executives and compliance with GMP standards, while ensuring alignment with Swiss employment law and our quarterly review cycle starting January 2025."

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Document background
The Executive Performance Review document serves as a critical tool for evaluating and documenting the performance of senior-level executives in organizations operating under Swiss jurisdiction. It is typically used annually or semi-annually to assess executive performance against predetermined objectives, corporate goals, and leadership competencies. The document ensures compliance with Swiss employment law, particularly the Swiss Code of Obligations and data protection requirements, while providing a structured framework for performance evaluation, compensation decisions, and development planning. It includes both quantitative metrics and qualitative assessments, incorporating feedback from various stakeholders where appropriate, and forms the basis for executive compensation decisions and succession planning.
Suggested Sections

1. Executive Information: Basic information including executive's name, position, department, review period, and date of review

2. Performance Period: Specification of the time period covered by the review

3. Overall Performance Rating: Summary rating of the executive's performance using the company's standardized rating scale

4. Key Performance Indicators (KPIs): Assessment of performance against pre-established KPIs, including financial targets, strategic objectives, and operational goals

5. Leadership Competencies: Evaluation of leadership capabilities, including team management, strategic thinking, and organizational impact

6. Goals Achievement: Review of goals set in the previous period and extent of their achievement

7. Key Accomplishments: Significant achievements and contributions during the review period

8. Areas for Development: Identification of skills, competencies, or performance areas requiring improvement

9. Future Objectives: Setting of new goals and objectives for the upcoming period

10. Signatures and Acknowledgment: Space for signatures of the reviewer, executive, and any other required parties, with date

Optional Sections

1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders, included when a 360-degree review process is used

2. Compensation Review: Discussion of compensation adjustments based on performance, included when the review is tied to compensation decisions

3. Succession Planning: Assessment of the executive's potential for advancement and succession planning considerations, included for senior executives

4. Risk Management Assessment: Evaluation of risk management effectiveness, included for executives with significant risk oversight responsibilities

5. Innovation and Digital Transformation: Assessment of contribution to innovation and digital initiatives, included for organizations with strong focus on digital transformation

6. Sustainability Goals: Review of performance against environmental, social, and governance (ESG) metrics, included when organization has specific sustainability objectives

Suggested Schedules

1. Appendix A - Performance Metrics Detail: Detailed breakdown of all quantitative performance metrics and their calculation methodology

2. Appendix B - Competency Framework: Detailed description of leadership competencies and rating criteria

3. Appendix C - Development Plan: Specific action plans and timelines for addressing development areas

4. Appendix D - Goal Setting Worksheet: Detailed documentation of goals for the upcoming period including metrics and timelines

5. Appendix E - Previous Reviews Summary: Summary of performance trends from previous review periods

6. Appendix F - Compensation Analysis: Detailed analysis of compensation recommendations based on performance (if applicable)

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Review Period
Performance Metrics
Key Performance Indicators (KPIs)
Performance Rating Scale
Executive
Reviewing Manager
Board of Directors
Compensation Committee
Base Salary
Variable Compensation
Long-term Incentive Plan
Short-term Incentive Plan
Performance Objectives
Strategic Goals
Operational Goals
Development Plan
Competency Framework
Leadership Competencies
Performance Improvement Plan
360-Degree Feedback
Succession Plan
Target Achievement
Evaluation Criteria
Performance Threshold
Evaluation Date
Company
Group
Affiliate
Business Unit
Confidential Information
Relevant Industries

Banking and Financial Services

Insurance

Pharmaceutical and Healthcare

Manufacturing

Technology and Software

Telecommunications

Professional Services

Retail and Consumer Goods

Energy and Utilities

Construction and Real Estate

Transportation and Logistics

Chemical Industry

Life Sciences

Hospitality and Tourism

Education and Research

Relevant Teams

Human Resources

Legal

Executive Leadership

Board of Directors

Compensation Committee

Corporate Governance

Talent Management

Performance Management

Organizational Development

Relevant Roles

Chief Executive Officer (CEO)

Chief Financial Officer (CFO)

Chief Operating Officer (COO)

Chief Technology Officer (CTO)

Chief Marketing Officer (CMO)

Chief Human Resources Officer (CHRO)

Managing Director

Executive Vice President

Senior Vice President

Division President

Regional Director

Country Manager

General Manager

Head of Department

Executive Director

Industries
Swiss Code of Obligations (OR/CO): Primary source of Swiss contract and employment law, particularly Articles 319-362, which govern employment relationships, including terms for executive positions and performance evaluation requirements
Swiss Federal Data Protection Act (FADP/DSG): Regulates the collection, storage, and processing of personal data, including employee performance data and evaluation records
Swiss Corporate Governance Code: Provides guidelines for executive compensation, performance evaluation, and corporate governance practices for Swiss companies
Federal Act on Gender Equality (GEA): Ensures non-discrimination in performance evaluation and compensation practices based on gender
Ordinance against Excessive Compensation (VegüV): Regulates executive compensation in listed companies and influences performance review criteria and bonus structures
Employment Contract Law (Articles 319-362 CO): Specific provisions regarding employment contracts, including requirements for performance evaluations and feedback processes
Swiss Labor Law (ArG): Contains provisions on working conditions and employee rights that may affect performance metrics and evaluation criteria
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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