Store Manager Evaluation Form Template for England and Wales

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Key Requirements PROMPT example:

Store Manager Evaluation Form

"I need a Store Manager Evaluation Form for our national retail chain that emphasizes customer service metrics and staff retention rates, suitable for quarterly evaluations starting January 2025, with specific sections for our sustainable practices initiatives."

Document background
The Store Manager Evaluation Form is a critical tool for businesses operating in England and Wales to assess and document the performance of their store managers. This document is typically used during regular performance reviews, usually conducted quarterly or annually, and helps organizations maintain consistent evaluation standards across multiple locations. The form incorporates key performance indicators, leadership assessment criteria, and compliance checks while adhering to UK employment law requirements. It serves as both a performance management tool and a legal record of employee evaluation, supporting fair and transparent assessment processes.
Suggested Sections

1. Employee Information: Basic details including name, position, store location, and employment duration

2. Performance Metrics: Key performance indicators including sales targets, store operations, and team management

3. Leadership Assessment: Evaluation of management style, team development, and decision-making capabilities

4. Compliance Review: Assessment of adherence to company policies and legal requirements

5. Overall Rating: Summary score and performance classification

Optional Sections

1. Development Plan: Future goals and training needs, used when improvement areas are identified

2. Previous Objectives Review: Follow-up on past performance goals, used in subsequent evaluations

3. Disciplinary Notes: Record of any formal warnings or concerns, included only if relevant

Suggested Schedules

1. Performance Metrics Data: Detailed statistics and KPI achievements

2. Training Record: List of completed and required training programs

3. Customer Feedback Summary: Compilation of customer satisfaction data and reviews

4. Store Audit Results: Results from recent store inspections and audits

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

Relevant legal definitions
Clauses
Industries

Employment Rights Act 1996: Core employment legislation covering fair evaluation procedures, protection against unfair treatment, and the right to receive written statements about performance

Equality Act 2010: Legislation ensuring non-discrimination in evaluations based on protected characteristics, and requiring reasonable adjustments for disabled employees

Data Protection Act 2018 and UK GDPR: Regulations governing the processing, storage, and confidentiality of personal data in evaluations, including employee access rights and retention periods

Health and Safety at Work Act 1974: Legislation requiring assessment of health and safety management performance and compliance with safety regulations

Working Time Regulations 1998: Rules governing the evaluation of working hours management and rest break compliance

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

ACAS Code of Practice: Best practice guidelines for performance management and fair evaluation processes

Trade Union and Labour Relations (Consolidation) Act 1992: Legislation regarding collective agreements and their consideration in employee evaluations

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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