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Leadership Performance Appraisal Form Template for England and Wales

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Key Requirements PROMPT example:

Leadership Performance Appraisal Form

"I need a Leadership Performance Appraisal Form for our tech startup's senior management team that focuses heavily on innovation and digital transformation metrics, with specific sections for evaluating remote team leadership capabilities and cross-functional collaboration."

Document background
The Leadership Performance Appraisal Form is a critical tool for organizations operating under English and Welsh law to evaluate and document leadership effectiveness. This document is typically used during annual or bi-annual reviews to assess leadership capabilities, track progress against objectives, and plan future development. The form incorporates requirements from UK employment legislation, including the Equality Act 2010 and Data Protection Act 2018, ensuring fair and compliant performance evaluation processes. It serves as both a performance management tool and a legal record of leadership assessment.
Suggested Sections

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

2. Performance Objectives: Key performance indicators and goals set for the review period

3. Leadership Competencies Assessment: Evaluation of core leadership skills and behaviors

4. Achievement Review: Assessment of accomplishments against set objectives

5. Overall Rating: Final performance rating based on defined criteria

6. Signatures: Confirmation from both appraiser and appraisee

Optional Sections

1. Development Plan: Future training and development needs - used when specific development areas are identified

2. 360-Degree Feedback Summary: Feedback from multiple stakeholders - used when comprehensive feedback is required

3. Compensation Review: Salary and benefits considerations - used when performance review is linked to compensation

Suggested Schedules

1. Competency Framework: Detailed description of leadership competencies and rating criteria

2. Performance Rating Scale: Definition of performance ratings and their meanings

3. Supporting Documentation: Additional evidence of performance achievements

Authors

Alex Denne

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

Relevant legal definitions






























Clauses






























Industries

Employment Rights Act 1996: Primary legislation governing employment rights, including requirements for fair treatment in performance evaluations and protection against unfair dismissal based on performance reviews

Equality Act 2010: Legislation ensuring prevention of discrimination based on protected characteristics, fair and unbiased performance criteria, reasonable adjustments for disabled employees, and equal opportunity requirements

Data Protection Act 2018 and UK GDPR: Regulations governing the processing and storing of personal data, employee rights regarding their performance data, confidentiality requirements, data retention periods, and right to access performance records

Human Rights Act 1998: Legislation protecting fundamental rights including right to privacy, right to fair treatment, and dignity at work in the context of employment

Public Interest Disclosure Act 1998: Law providing protection for whistleblowers and ensuring fair treatment in appraisals regardless of protected disclosures

ACAS Code of Practice: Guidelines providing best practices for performance management, fair procedures for handling performance issues, and guidance for conducting appraisals

Mental Health Discrimination Regulations: Regulations ensuring fair treatment of employees with mental health conditions and appropriate accommodations in performance expectations

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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