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360 Degree Management Review

360 Degree Management Review Template for England and Wales

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Key Requirements PROMPT example:

360 Degree Management Review

"I need a 360 Degree Management Review agreement for our UK-based tech company with 50 managers, including specific provisions for remote workers and data protection compliance, to be implemented by March 2025."

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Document background
The 360 Degree Management Review agreement is designed for organizations seeking to implement comprehensive feedback systems for their management staff under English and Welsh law. This document becomes necessary when organizations want to formalize their performance review process, ensure legal compliance, and protect both the organization and participants. It addresses key aspects including data protection, confidentiality, feedback collection methods, and review procedures while incorporating requirements from UK GDPR, the Data Protection Act 2018, and relevant employment legislation. The agreement is particularly valuable for organizations implementing new management assessment systems or updating existing ones to meet current legal standards.
Suggested Sections

1. Parties: Identifies the organization conducting the review and the management level being reviewed

2. Background: Explains the purpose and scope of the 360-degree review process

3. Definitions: Key terms used throughout the document including 'Reviewers', 'Review Period', 'Feedback Data'

4. Review Process: Detailed explanation of how the review will be conducted

5. Confidentiality: Requirements for handling sensitive feedback data

6. Data Protection: Compliance with GDPR and Data Protection Act requirements

Optional Sections

1. Remote Review Provisions: Additional terms and procedures for conducting reviews virtually or remotely when working arrangements require distance assessment

2. External Reviewer Provisions: Specific terms and conditions governing the engagement of third-party consultants or external reviewers in the assessment process

3. Performance Metrics: Detailed framework for specific KPIs and measurement criteria used in the review process

Suggested Schedules

1. Review Questionnaire Template: Standard format and questions for collecting feedback from various stakeholders

2. Reviewer Guidelines: Comprehensive instructions for providing constructive and objective feedback

3. Data Processing Schedule: Detailed procedures and protocols for handling personal data in compliance with data protection laws

4. Timeline Schedule: Key dates, milestones, and deadlines for the entire review process

5. Competency Framework: Detailed description of leadership competencies and behaviors being assessed in the review

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
Industries

UK GDPR: UK General Data Protection Regulation governing how personal data must be collected, processed, stored and shared in the review process

Data Protection Act 2018: UK's implementation of data protection requirements, working alongside UK GDPR to regulate personal data handling in the review process

Employment Rights Act 1996: Primary legislation governing employment rights in England and Wales, ensuring fair treatment in workplace assessments and reviews

Equality Act 2010: Legislation ensuring non-discrimination and equal treatment in workplace processes, including performance reviews

Human Rights Act 1998: Legislation protecting fundamental rights including privacy and fair treatment in workplace contexts

Common Law Contract Principles: Basic principles of contract law affecting employment relationships and review processes

Health and Safety at Work Act 1974: Legislation relevant when review includes assessment of health and safety performance metrics

Working Time Regulations 1998: Regulations governing work hours and time management, relevant for performance review criteria

Confidentiality Requirements: Legal obligations regarding confidentiality of review data and feedback

Data Retention Requirements: Legal obligations regarding how long review data can be stored and how it must be maintained

Fair Assessment Criteria: Legal requirement for objective and non-discriminatory assessment methods

Appeal Procedures: Legal requirements for fair and accessible appeal processes for review outcomes

Information Security: Legal obligations regarding the security and protection of review data and personal information

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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