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Performance Plan & Evaluation Form
1. Employee and Manager Information: Identification of the employee being evaluated and their direct supervisor
2. Performance Period: Specification of the evaluation period covered by this form
3. Role Description: Current position title and key responsibilities of the employee
4. Performance Objectives: Specific, measurable goals and targets for the evaluation period
5. Key Performance Indicators (KPIs): Quantifiable metrics used to measure performance
6. Competency Requirements: Core competencies and skills required for the role
7. Evaluation Scale: Definition of the rating scale used for assessment
8. Review Process: Description of how and when evaluations will be conducted
9. Feedback and Comments: Sections for both employee and manager comments
10. Signatures: Space for formal acknowledgment by both parties
1. Development Plan: Used when specific training or development needs are identified
2. Performance-Related Compensation: Include when compensation is directly tied to performance ratings
3. Project-Specific Goals: For employees involved in specific projects requiring separate evaluation
4. Team Leadership Objectives: For employees with management responsibilities
5. Probationary Period Criteria: For new employees during their trial period
6. Remote Work Performance Metrics: For employees working remotely or in hybrid arrangements
7. Career Progression Plan: When discussing long-term career development opportunities
1. Schedule A - Performance Rating Guidelines: Detailed explanation of rating criteria and scoring methodology
2. Schedule B - Competency Framework: Detailed breakdown of required competencies and their assessment criteria
3. Schedule C - Goal Setting Template: Template for documenting SMART goals and objectives
4. Schedule D - Development Plan Template: Framework for documenting training and development activities
5. Schedule E - Self-Assessment Form: Template for employee self-evaluation
6. Schedule F - Performance Improvement Plan Template: Standard format for documenting performance improvement requirements
7. Appendix 1 - Company Values and Behaviors: Reference document linking performance expectations to company values
Authors
Evaluation Cycle
Performance Objectives
Key Performance Indicators (KPIs)
Core Competencies
Performance Rating
Performance Standards
Development Plan
Review Meeting
Self-Assessment
Performance Improvement Plan
Calibration Session
SMART Goals
Career Development
Competency Framework
Performance Metrics
Evaluation Criteria
Rating Scale
Feedback Session
Performance Review Committee
Interim Review
Annual Review
Evaluator
Employee
Direct Manager
Target Achievement Level
Bonus Criteria
Development Objectives
Performance Documentation
Professional Development Activities
Performance Objectives
Evaluation Criteria
Review Process
Rating System
Performance Standards
Goal Setting
Feedback Process
Development Planning
Documentation Requirements
Data Protection
Confidentiality
Review Frequency
Amendment Process
Dispute Resolution
Signatures and Acknowledgment
Performance Metrics
Competency Assessment
Career Development
Training Commitments
Performance Improvement
Compensation Link
Employee Rights
Appeal Process
Record Keeping
Communication Protocol
Evaluation Timeline
Compliance Requirements
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