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Executive Performance Review

Executive Performance Review Template for United States

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Key Requirements PROMPT example:

Executive Performance Review

"I need an Executive Performance Review template for our annual C-suite evaluations in March 2025, suitable for a publicly traded technology company with specific sections for ESG metrics and innovation performance."

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Document background
The Executive Performance Review is a crucial document used by organizations to formally assess and document the performance of their executive-level employees. This document is designed to comply with United States federal and state employment laws while providing a structured framework for evaluating executive performance across multiple dimensions. It typically includes assessment of financial and operational achievements, leadership capabilities, strategic initiative progress, and development needs. The document serves multiple purposes: it provides legal documentation of performance evaluation, supports compensation decisions, aids in succession planning, and establishes development goals. Used primarily for annual or semi-annual reviews, it helps organizations maintain consistent and fair evaluation practices while protecting both the employer and executive through proper documentation and compliance with employment regulations.
Suggested Sections

1. Executive Information: Basic information including executive's name, title, department, and review period

2. Review Period Details: Specific dates covered by the review and date of review meeting

3. Performance Metrics Overview: Summary of key performance indicators (KPIs) and evaluation criteria used

4. Goal Achievement Assessment: Evaluation of performance against previously set goals and objectives

5. Leadership Competencies Evaluation: Assessment of leadership skills, management effectiveness, and behavioral competencies

6. Financial Performance Review: Analysis of business unit/company financial performance under executive's leadership

7. Strategic Initiative Progress: Evaluation of progress on key strategic initiatives and projects

8. Areas of Excellence: Detailed discussion of particular achievements and strengths

9. Development Opportunities: Identified areas for improvement and growth

10. Action Plan: Specific steps and timeline for addressing development areas

11. Overall Rating: Final performance rating and summary assessment

12. Acknowledgment and Signatures: Space for executive and reviewer signatures, dates, and any comments

Optional Sections

1. 360-Degree Feedback Summary: Summary of feedback collected from peers, subordinates, and other stakeholders

2. Compensation Review: Assessment of current compensation and recommendations for adjustments based on performance

3. Succession Planning Notes: Discussion of executive's role in succession planning and their own succession status

4. Risk Management Assessment: Evaluation of executive's effectiveness in managing organizational risks

5. Innovation and Change Management: Assessment of executive's contribution to organizational innovation and change initiatives

6. Customer/Stakeholder Impact: Analysis of executive's impact on key external relationships

7. Environmental, Social, Governance (ESG) Performance: Evaluation of executive's contribution to ESG objectives

8. Previous Review Action Items: Follow-up on action items and development goals from previous review

Suggested Schedules

1. Schedule A - Performance Metrics Details: Detailed breakdown of all KPIs, targets, and actual achievement levels

2. Schedule B - Goal Setting Form: Documentation of goals and objectives for the next review period

3. Schedule C - Development Plan: Detailed professional development plan including specific actions, resources, and timelines

4. Schedule D - Compensation Analysis: Detailed analysis of compensation components and recommendations

5. Schedule E - Performance Rating Criteria: Detailed explanation of rating scale and evaluation criteria

6. Appendix 1 - Supporting Documentation: Collection of relevant supporting documents, certificates, or achievement evidence

7. Appendix 2 - Feedback Forms: Blank and completed feedback forms from various stakeholders

8. Appendix 3 - Historical Performance Data: Previous performance ratings and trend analysis

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
Relevant legal definitions
Review Period
Performance Metrics
Key Performance Indicators (KPIs)
Target Goals
Stretch Goals
Base Salary
Variable Compensation
Long-term Incentives
Short-term Incentives
Performance Rating
Core Competencies
Leadership Competencies
Strategic Objectives
Development Goals
Performance Improvement Plan
Evaluation Committee
Reviewing Officer
360-Degree Feedback
Peer Review
Direct Reports
Business Unit
Corporate Objectives
Balanced Scorecard
Performance Threshold
Meeting Expectations
Exceeding Expectations
Below Expectations
Outstanding Performance
Needs Improvement
Critical Success Factors
Compensation Committee
Board of Directors
Executive Committee
Annual Goals
Quarterly Objectives
Performance Bonus
Merit Increase
Performance Assessment
Development Plan
Succession Planning
Risk Metrics
Stakeholders
Clauses
Confidentiality
Performance Criteria
Evaluation Process
Rating System
Goal Setting
Performance Metrics
Review Period
Feedback Process
Appeals Process
Documentation Requirements
Compensation Review
Development Planning
Performance Improvement
Remedial Action
Compliance
Non-Discrimination
Records Retention
Dispute Resolution
Amendment Process
Signatures and Acknowledgment
Review Frequency
Performance Expectations
Evaluation Committee
Board Review
Data Protection
Professional Development
Succession Planning
Rights and Obligations
Governing Law
Severability
Relevant Industries

Financial Services

Technology

Healthcare

Manufacturing

Retail

Professional Services

Energy

Telecommunications

Consumer Goods

Real Estate

Transportation

Media and Entertainment

Education

Non-Profit

Insurance

Pharmaceuticals

Construction

Agriculture

Mining

Hospitality

Relevant Teams

Human Resources

Legal

Board of Directors

Compensation Committee

Executive Committee

Senior Leadership

Corporate Governance

Talent Management

Performance Management

Corporate Secretary Office

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Chief Technology Officer

Chief Marketing Officer

Chief Human Resources Officer

Executive Vice President

Senior Vice President

Division President

Managing Director

Regional Director

Executive Director

General Manager

Head of Department

Country Manager

Business Unit Leader

Chief Investment Officer

Chief Risk Officer

Chief Strategy Officer

Chief Legal Officer

Industries
Title VII of the Civil Rights Act of 1964: Prohibits discrimination in employment based on race, color, religion, sex, and national origin. Performance reviews must ensure evaluation criteria are non-discriminatory and consistently applied.
Age Discrimination in Employment Act (ADEA): Protects workers 40 and older from age discrimination. Performance metrics and evaluation standards must not unfairly impact older executives.
Americans with Disabilities Act (ADA): Requires reasonable accommodations for disabled employees and prohibits discrimination. Performance reviews must account for any accommodations made and evaluate fairly.
Equal Pay Act: Requires equal pay for equal work regardless of gender. Performance metrics and resulting compensation decisions must be gender-neutral.
Sarbanes-Oxley Act of 2002: For publicly traded companies, requires certain disclosures and accountability measures for executive performance and compensation.
Dodd-Frank Wall Street Reform and Consumer Protection Act: Contains provisions regarding executive compensation disclosure and pay ratio reporting requirements for public companies.
Fair Labor Standards Act (FLSA): While executives are usually exempt employees, FLSA classification criteria should be documented in performance reviews to maintain exempt status justification.
Employment Rights Act: Covers various employment rights including the right to receive regular performance evaluations and feedback, and the right to appeal performance review decisions.
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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