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Leadership Performance Appraisal Form
1. Employee Information: Basic details including name, position, department, supervisor, and review period
2. Performance Rating Scale: Definition of the rating system used (typically 1-5 or equivalent) with clear descriptions of each level
3. Leadership Competencies Assessment: Evaluation of core leadership competencies including people management, strategic thinking, decision-making, and communication
4. Goals Achievement: Assessment of performance against previously set objectives and KPIs
5. Key Accomplishments: Notable achievements during the review period
6. Areas for Development: Identification of skills or competencies requiring improvement
7. Future Goals and Objectives: Setting of new goals and objectives for the next review period
8. Overall Performance Rating: Summary evaluation combining all assessment elements
9. Signatures and Acknowledgment: Space for both evaluator and employee signatures, dates, and any comments
1. 360-Degree Feedback Summary: Include when the organization uses multi-source feedback as part of the evaluation process
2. Project-Specific Performance: Add for leaders managing significant projects during the review period
3. Financial/Budget Management: Include for leaders with P&L responsibility
4. Team Performance Metrics: Add for leaders whose teams have specific measurable targets
5. Crisis Management Assessment: Include during periods involving significant organizational challenges or changes
6. Innovation and Change Leadership: Add for organizations focusing on transformation or innovation initiatives
1. Appendix A: Competency Framework: Detailed descriptions of leadership competencies and behaviors expected at different rating levels
2. Appendix B: Goal Setting Template: Structured template for documenting SMART goals for the next period
3. Appendix C: Development Plan Template: Format for creating detailed action plans for identified development areas
4. Appendix D: Performance Improvement Plan: Template to be used when specific performance issues need to be addressed
5. Appendix E: Employee Self-Assessment Form: Template for employee's self-evaluation prior to the review
6. Appendix F: Feedback Collection Form: Standardized form for collecting feedback from various stakeholders
Authors
Competency Framework
Development Goals
Evaluator
Evaluee
Key Performance Indicators (KPIs)
Leadership Competencies
Performance Rating Scale
Performance Objectives
Personal Development Plan
Review Cycle
SMART Goals
Strategic Objectives
Success Criteria
Target Achievement Level
360-Degree Feedback
Performance Improvement Plan
Core Values
Management Responsibilities
Direct Reports
Evaluation Metrics
Professional Development Activities
Leadership Behaviors
Organizational Objectives
Assessment Criteria
Data Protection
Performance Evaluation Criteria
Rating Methodology
Goal Setting
Development Planning
Feedback Process
Review Period
Assessment Rights
Documentation Requirements
Appeal Process
Employee Acknowledgment
Evaluation Frequency
Performance Metrics
Leadership Competencies
Career Development
Remedial Actions
Evaluation Outcomes
Compliance Requirements
Anti-Discrimination
Record Keeping
Signature Requirements
Amendment Process
Dispute Resolution
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