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Nonprofit Performance Review for Australia

Nonprofit Performance Review Template for Australia

This Australian-compliant Nonprofit Performance Review Template is a comprehensive document designed to facilitate structured performance evaluations within nonprofit organizations. It adheres to Australian employment law requirements, including the Fair Work Act 2009 and relevant anti-discrimination legislation, while addressing the unique aspects of nonprofit sector work. The template provides a framework for evaluating both standard professional competencies and mission-driven objectives, incorporating sections for goal assessment, core competencies evaluation, and professional development planning, all tailored to the nonprofit context.

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What is a Nonprofit Performance Review?

The Nonprofit Performance Review Template has been developed to address the specific needs of Australian nonprofit organizations in conducting regular employee performance evaluations. This document type is essential when organizations need to conduct formal performance reviews that align with both legal requirements and nonprofit sector best practices. The template supports fair and comprehensive evaluation while considering the mission-driven nature of nonprofit work. It incorporates all necessary elements required by Australian employment law, including the Fair Work Act 2009 and privacy legislation, while providing flexibility to accommodate different roles and organizational sizes. The document is particularly valuable for maintaining consistent evaluation standards across the organization while documenting performance discussions, goal-setting, and development planning in a legally compliant manner.

What sections should be included in a Nonprofit Performance Review?

1. Employee Information: Basic details including employee name, position, department, supervisor, and review period

2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 or similar scale) with clear definitions for each rating level

3. Core Competencies Assessment: Evaluation of fundamental skills including communication, teamwork, reliability, and nonprofit sector understanding

4. Goal Achievement Review: Assessment of progress on previously set goals and objectives

5. Mission Alignment: Evaluation of employee's contribution to and alignment with the organization's mission and values

6. Professional Development: Discussion of training, skill development, and career growth opportunities

7. Overall Performance Summary: Comprehensive summary of performance including strengths and areas for improvement

8. Future Goals and Objectives: Setting of new goals and objectives for the next review period

9. Signatures and Acknowledgment: Space for employee and supervisor signatures, dates, and any comments

What sections are optional to include in a Nonprofit Performance Review?

1. Program-Specific Metrics: For program staff, including specific program delivery and outcome measurements

2. Fundraising Performance: For development staff, evaluating fundraising targets and donor relationships

3. Volunteer Management: For staff who supervise volunteers, assessing volunteer coordination abilities

4. Leadership Competencies: For management positions, evaluating leadership and strategic planning abilities

5. Financial Management: For roles with budgetary responsibilities, assessing financial stewardship

6. Stakeholder Relations: For roles involving significant external engagement, evaluating relationship management

7. Technical Skills Assessment: For specialized roles requiring specific technical competencies

What schedules should be included in a Nonprofit Performance Review?

1. Schedule A: Performance Rating Guidelines: Detailed descriptions and examples for each rating level

2. Schedule B: Core Competency Definitions: Detailed explanations of each core competency being evaluated

3. Schedule C: Goal Setting Framework: Template and guidelines for setting SMART goals

4. Schedule D: Development Planning Template: Format for creating professional development plans

5. Schedule E: Self-Assessment Form: Template for employee self-evaluation prior to review

6. Schedule F: Performance Improvement Plan Template: Standard format for documenting needed improvements and action plans

7. Schedule G: Review Meeting Guidelines: Best practices for conducting the performance review meeting

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Australia

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions






























Clauses






























Relevant Industries

Healthcare and Medical Services

Education and Research

Social Services

Environmental Conservation

Arts and Culture

Animal Welfare

Community Development

Disability Services

Youth Services

Indigenous Services

Mental Health Services

International Aid and Development

Religious Organizations

Sports and Recreation

Relevant Teams

Human Resources

Programs

Development

Finance

Operations

Communications

Marketing

Administration

Volunteer Services

Research and Evaluation

Community Outreach

Executive Leadership

Policy and Advocacy

Grant Management

Relevant Roles

Executive Director

Program Manager

Volunteer Coordinator

Fundraising Manager

Grant Writer

Social Worker

Community Outreach Coordinator

Finance Manager

HR Manager

Operations Manager

Project Officer

Case Worker

Development Officer

Communications Manager

Research Coordinator

Program Assistant

Administrative Officer

Board Secretary

Marketing Coordinator

Policy Officer

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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