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Performance Evaluation
1. Parties: Identification of the employee being evaluated and the evaluator(s)
2. Background: Context of the evaluation, including evaluation period and purpose
3. Definitions: Definition of key terms used in the evaluation, including performance metrics and rating scales
4. Performance Criteria: Detailed listing of the areas being evaluated and their respective weightings
5. Evaluation Results: Assessment of performance against each criterion with supporting evidence
6. Overall Assessment: Summary of the employee's overall performance and achievement of objectives
7. Future Objectives: Setting of new goals and objectives for the next evaluation period
8. Development Plan: Identified areas for improvement and proposed actions/training
9. Employee Comments: Space for employee feedback and responses to the evaluation
10. Acknowledgment: Signatures of all parties confirming the evaluation has been discussed and understood
1. Salary Review: Include when the evaluation is linked to compensation decisions
2. Promotion Considerations: Include when evaluating for potential career advancement
3. Project-Specific Performance: Include for employees involved in specific major projects during the evaluation period
4. Team Leadership Assessment: Include for employees with management responsibilities
5. Client/Stakeholder Feedback: Include when external feedback is relevant to the role
6. Technical Skills Assessment: Include for technical roles requiring specific competency evaluation
7. Compliance and Risk Management: Include for roles with regulatory or risk management responsibilities
1. Performance Metrics Schedule: Detailed breakdown of performance indicators and scoring criteria
2. Previous Objectives Review: Review of objectives set in the last evaluation period
3. Skills Matrix: Comprehensive assessment of technical and soft skills relevant to the role
4. Training Record: Record of training and development activities completed during the evaluation period
5. KPI Dashboard: Quantitative performance data and metrics where applicable
6. Development Plan Details: Detailed action plan for addressing development needs
7. 360-Degree Feedback Summary: Compilation of feedback from various stakeholders (if applicable)
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