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Executive Performance Review for the United Kingdom

Executive Performance Review Template for England and Wales

A standardized document template governed by English and Welsh law, designed to facilitate the formal evaluation of executive performance within organizations. The template provides a structured framework for assessing leadership capabilities, achievement of objectives, and overall contribution to organizational success, while ensuring compliance with UK employment law, data protection requirements, and corporate governance standards. It includes provisions for objective setting, performance measurement, and feedback documentation.

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What is a Executive Performance Review?

The Executive Performance Review Template is essential for organizations operating under English and Welsh law that need to conduct formal performance evaluations of their senior leaders. This document ensures consistency in executive assessment processes while maintaining compliance with UK employment legislation, including the Employment Rights Act 1996 and the Equality Act 2010. It serves as a crucial tool for documenting performance, setting objectives, and making informed decisions about executive development, compensation, and career progression.

What sections should be included in a Executive Performance Review?

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

2. Performance Metrics: Key performance indicators and objectives being evaluated

3. Achievement Assessment: Evaluation of performance against set objectives

4. Competency Review: Assessment of key skills and behaviors

5. Overall Rating: Summary evaluation and performance grade

6. Signatures: Space for reviewer and executive signatures and dates

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

1. Regulatory Compliance: For regulated industries, assessment of compliance with relevant regulations - include for financial services executives or regulated positions

2. ESG Objectives: Environmental, Social, and Governance performance metrics - include for senior executives with ESG responsibilities

3. Leadership Assessment: Evaluation of team management and leadership capabilities - include for executives with direct reports

What schedules should be included in a Executive Performance Review?

1. Performance Metrics Detail: Detailed breakdown of KPIs and measurement criteria

2. Development Plan: Future focused improvement and development objectives

3. Compensation Review: Salary, bonus, and benefits considerations based on performance

4. Previous Period Objectives: Record of objectives from previous review period

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

England and Wales

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions





















Clauses






















Industries

Employment Rights Act 1996: Primary legislation governing employment rights, including fair treatment requirements, protection against unfair dismissal, and requirements for documenting performance issues. Essential for establishing the legal framework of performance reviews.

Equality Act 2010: Ensures non-discrimination in performance reviews based on protected characteristics, requires fair and objective assessment criteria, and mandates reasonable adjustments where necessary. Critical for maintaining equality in executive evaluations.

Data Protection Act 2018 and UK GDPR: Regulates the processing, storage, and confidentiality of personal data in performance reviews, including employee access rights and data retention requirements.

Companies Act 2006: Outlines directors' duties, responsibilities, and corporate governance requirements that must be considered in executive performance evaluations and reporting obligations.

Corporate Governance Code: Provides guidelines for board evaluation requirements, remuneration considerations, and alignment of performance metrics with company strategy, particularly relevant for listed companies.

Financial Services and Markets Act 2000: Specific requirements for financial services sector including Senior Managers and Certification Regime, fitness and propriety assessments, and regulatory compliance obligations.

Working Time Regulations 1998: Governs performance assessment in relation to working hours and work-life balance considerations, ensuring compliance with working time requirements.

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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