Team Performance Evaluation Form Template for England and Wales

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Key Requirements PROMPT example:

Team Performance Evaluation Form

"I need a Team Performance Evaluation Form for my software development department of 15 people, focusing on project delivery metrics and collaborative skills, to be implemented by March 2025."

Document background
The Team Performance Evaluation Form serves as a crucial tool for organizations in England and Wales to assess team effectiveness and productivity. This document is typically used during regular performance reviews, project completions, or annual assessments. It incorporates key performance indicators, behavioral competencies, and achievement metrics while ensuring compliance with UK employment law, equality legislation, and data protection requirements. The form facilitates objective evaluation of team dynamics, collaboration, and goal achievement, providing a basis for development planning and performance improvement.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and evaluation period

2. Performance Criteria: Specific metrics and competencies being evaluated, including role-specific KPIs, behavioral competencies, and team collaboration metrics

3. Rating Scale: Clear explanation of the rating system used, with definitions for each performance level

4. Overall Assessment: Summary of performance across all criteria, including achievements and areas for improvement

5. Signatures: Space for employee and evaluator signatures, dates, and acknowledgment of review

Optional Sections

1. Goal Setting: Section for documenting future objectives, development plans, and timelines for achievement

2. Training Needs: Section for identifying and documenting specific areas requiring skill development or training

3. Peer Review: Section for incorporating feedback from team members and colleagues in 360-degree review scenarios

4. Self-Assessment: Space for employee self-evaluation and reflection on performance

Suggested Schedules

1. Performance Metrics Definitions: Detailed explanations of each evaluation criterion and how it will be measured

2. Development Plan Template: Standardized format for recording agreed development actions and tracking progress

3. Historical Performance Data: Summary of previous evaluation results for tracking progress over time

4. Compliance Checklist: Checklist ensuring evaluation process adheres to relevant legislation and company policies

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 legislation governing fair treatment in performance evaluations, protection against unfair dismissal based on performance reviews, and employee rights regarding performance-related decisions

Equality Act 2010: Ensures non-discrimination in evaluations based on protected characteristics, requires reasonable adjustments for disabled employees, and mandates equal opportunities in performance assessment

Data Protection Act 2018 and UK GDPR: Regulates the processing and storage of personal data from evaluations, defines employee rights for data access, sets data retention requirements, and establishes confidentiality standards

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

Working Time Regulations 1998: Relevant when performance metrics involve assessment of working hours or patterns

Trade Union and Labour Relations (Consolidation) Act 1992: Addresses collective agreements that may impact performance evaluation processes

ACAS Guidelines: Best practice guidance from the Advisory, Conciliation and Arbitration Service on conducting fair and effective performance management

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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