Goals And Performance Review Template for England and Wales

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Key Requirements PROMPT example:

Goals And Performance Review

"I need a Goals and Performance Review document for our senior software developers that includes specific technical KPIs and quarterly review milestones, starting from January 2025, with a focus on project delivery metrics and team leadership capabilities."

Document background
Goals and Performance Review documents are essential tools for managing employee performance and development within organizations operating under English and Welsh law. These documents are typically implemented during annual or bi-annual review cycles, providing a structured framework for setting objectives, measuring achievements, and documenting feedback. The Goals and Performance Review should align with organizational objectives while ensuring compliance with UK employment legislation, including data protection requirements and equality considerations. It serves as both a record of performance discussions and a tool for career development planning.
Suggested Sections

1. Document Information: Employee details, review period, reviewer details and date of review

2. Performance Objectives: Clear statement of goals and targets for the review period, including specific measurable outcomes

3. Performance Metrics: Specific measurements and KPIs used for evaluation, aligned with company objectives

4. Review Process: Description of how performance will be assessed, including frequency and methodology

5. Feedback and Comments: Space for both reviewer and employee comments on performance and goals

6. Signatures: Acknowledgment and agreement section for both employee and reviewer

Optional Sections

1. Development Goals: Section for personal development and training objectives, including specific skills and competencies to be developed

2. Previous Review Summary: Overview of last review's outcomes and progress against previous goals

3. Compensation Review: Section addressing any salary, bonus, or benefits implications tied to performance outcomes

Suggested Schedules

1. Performance Metrics Detail: Detailed explanation of evaluation criteria and scoring methodology

2. Development Plan: Specific action items and timeline for professional development activities

3. Company Competency Framework: Standard competencies and behaviors against which employee is assessed

4. Historical Performance Data: Previous review outcomes and performance trending data over time

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

Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Industries

Employment Rights Act 1996: Primary legislation governing employment rights, including unfair dismissal provisions related to performance management, and requirements for written statements of employment particulars

Equality Act 2010: Ensures performance reviews are conducted without discrimination, considering protected characteristics, reasonable adjustments for disabled employees, and avoiding indirect discrimination in goal-setting

Data Protection Act 2018 and UK GDPR: Regulates how performance data is collected, stored, and processed, including employee data rights, retention periods, and privacy considerations

Human Rights Act 1998: Protects fundamental rights including privacy, fair treatment, and dignity at work in the context of performance reviews

ACAS Code of Practice: Provides guidance on disciplinary procedures, performance management best practices, and recommendations for fair assessment procedures

Industry-Specific Regulations: Any additional regulations specific to the industry that may affect performance review processes and criteria

Company Policies: Internal policies and procedures that must be aligned with the performance review process

Collective Agreements: Any applicable agreements with trade unions or employee representatives that may affect performance review procedures

Employment Contract Terms: Specific terms in individual employment contracts that may affect or govern performance review processes

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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