Leadership Performance Review Template for New Zealand

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Key Requirements PROMPT example:

Leadership Performance Review

"I need a Leadership Performance Review document for our technology startup's senior management team of 5 people, incorporating specific metrics for innovation and digital transformation, to be implemented from January 2025."

Document background
The Leadership Performance Review document serves as a crucial tool for evaluating and developing leadership capabilities within organizations operating under New Zealand jurisdiction. It is typically used annually or bi-annually to assess leadership performance, set strategic goals, and plan professional development pathways. The document incorporates key elements required by New Zealand employment legislation, including fair process requirements, privacy considerations, and good faith obligations. It provides a structured framework for evaluating various aspects of leadership, including team management, strategic thinking, operational effectiveness, and people development. This review process helps organizations maintain high leadership standards, ensure succession planning, and align individual performance with organizational objectives while complying with relevant employment laws and regulations.
Suggested Sections

1. Review Period and Details: Specifies the time period covered by the review, review date, and details of the leader being reviewed

2. Performance Rating Scale: Defines the rating system used in the review (e.g., 1-5 scale) with clear descriptions of each rating level

3. Core Leadership Competencies Assessment: Evaluation of fundamental leadership skills including team management, strategic thinking, and decision-making

4. Key Performance Indicators (KPIs): Assessment of measurable performance targets and achievements during the review period

5. People Management Effectiveness: Evaluation of team development, delegation, and staff engagement capabilities

6. Strategic Goals Achievement: Assessment of progress on strategic objectives and organizational goals

7. Development Areas: Identification of areas requiring improvement or development

8. Action Plan: Specific steps and timeline for addressing development areas and achieving future goals

9. Overall Performance Summary: Final assessment and comprehensive summary of performance across all areas

Optional Sections

1. Project Leadership Assessment: For leaders who managed significant projects during the review period

2. Change Management Evaluation: For leaders who led organizational change initiatives

3. Crisis Management Performance: Assessment of leadership during significant organizational challenges or crises

4. Innovation and Digital Leadership: For leaders in technology-focused roles or digital transformation initiatives

5. Cross-Cultural Leadership: For leaders managing international teams or cross-cultural initiatives

6. Financial Performance: For leaders with P&L responsibility or significant budget management duties

Suggested Schedules

1. Schedule 1: Leadership Competency Framework: Detailed description of leadership competencies and expectations for each level

2. Schedule 2: KPI Metrics and Calculations: Detailed breakdown of KPI calculations and supporting evidence

3. Schedule 3: 360-Degree Feedback Summary: Compilation of feedback from peers, direct reports, and other stakeholders

4. Schedule 4: Development Resources: List of available training, coaching, and development resources

5. Schedule 5: Previous Review Summary: Summary of previous performance review for progress tracking

6. Appendix A: Self-Assessment Form: Leader's self-evaluation form and reflections

7. Appendix B: Career Development Plan: Detailed career progression and development planning document

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
Relevant Industries

Financial Services

Technology

Manufacturing

Healthcare

Education

Retail

Professional Services

Government

Non-profit

Construction

Energy

Telecommunications

Transportation

Hospitality

Media and Entertainment

Relevant Teams

Human Resources

Executive Leadership

Operations

Finance

Legal

Information Technology

Sales

Marketing

Research and Development

Customer Service

Production

Quality Assurance

Strategy

Business Development

Administration

Relevant Roles

Chief Executive Officer

Managing Director

Department Head

Senior Manager

Project Director

Regional Manager

Division Head

Team Leader

Operations Manager

Program Manager

Branch Manager

Unit Supervisor

Department Supervisor

Section Manager

Group Leader

Industries
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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