The Values Based Performance Review document is designed for organizations operating in Canada that seek to evaluate employee performance through the lens of both traditional metrics and organizational values. This document becomes necessary when companies want to implement a more holistic approach to performance management that goes beyond standard key performance indicators. It incorporates requirements from Canadian federal and provincial employment laws, including privacy regulations and human rights legislation, while providing a framework for fair and comprehensive employee assessment. The document is particularly relevant for organizations undergoing cultural transformation or those wanting to strengthen their values-based management approach. It includes detailed guidelines for conducting reviews, documentation requirements, rating systems, and development planning, all while ensuring compliance with Canadian workplace legislation.
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1. Introduction: Overview of the performance review process and its alignment with organizational values
2. Purpose and Scope: Defines the objectives of the values-based performance review and who it applies to
3. Core Values Definition: Detailed explanation of each organizational value and how it translates to workplace behaviors
4. Review Process: Step-by-step explanation of how the review will be conducted, including frequency and methodology
5. Performance Criteria: Specific metrics and behaviors that will be evaluated, aligned with organizational values
6. Rating System: Explanation of the evaluation scale and how ratings are determined
7. Employee Self-Assessment: Guidelines for employee self-reflection and evaluation against values-based criteria
8. Manager Assessment: Framework for manager evaluation and feedback process
9. Development Planning: Process for creating action plans and setting future goals based on the review
10. Review Documentation: Requirements for documenting and storing review results in compliance with privacy laws
11. Appeals Process: Procedures for employees to challenge or seek clarification on their review results
1. Peer Review Component: Optional section for including 360-degree feedback from colleagues, used in organizations with collaborative cultures
2. Remote Work Considerations: Special considerations for evaluating performance in remote or hybrid work arrangements
3. Performance Improvement Plans: Detailed process for addressing performance gaps, used when needed for specific cases
4. Compensation Link: Framework for connecting review outcomes to compensation decisions, if applicable
5. Cultural Competency Assessment: Section for evaluating cultural awareness and inclusive behaviors, particularly relevant in diverse organizations
6. Project-Based Evaluation: Additional criteria for project-based roles or organizations
7. Technical Skills Assessment: Specific technical competency evaluation framework for technical roles
1. Schedule A - Performance Review Form: Standardized template for documenting the review
2. Schedule B - Values Behavior Matrix: Detailed matrix showing how organizational values translate to observable behaviors
3. Schedule C - Self-Assessment Template: Standard form for employee self-evaluation
4. Schedule D - Development Plan Template: Template for documenting growth and development goals
5. Schedule E - Rating Scale Guidelines: Detailed descriptions and examples for each rating level
6. Schedule F - Competency Framework: Detailed breakdown of role-specific competencies aligned with values
7. Schedule G - Review Timeline: Annual calendar of review-related activities and deadlines
Relevant legal definitions
Clauses
Relevant Industries
Healthcare
Financial Services
Technology
Education
Non-profit
Manufacturing
Professional Services
Retail
Public Sector
Telecommunications
Consulting
Energy
Transportation
Media and Entertainment
Relevant Teams
Human Resources
People Operations
Learning & Development
Employee Relations
Talent Management
Performance Management
Operations
Senior Leadership
Management
Corporate Services
Relevant Roles
Chief Executive Officer
Human Resources Director
Department Manager
Team Leader
HR Business Partner
Performance Management Specialist
Learning and Development Manager
Employee Relations Manager
Line Manager
Supervisor
Division Head
Regional Manager
Project Manager
Operations Manager
Chief Human Resources Officer
Talent Development Specialist
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