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Performance Plan & Evaluation Form Template for England and Wales

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Key Requirements PROMPT example:

Performance Plan & Evaluation Form

"I need a Performance Plan & Evaluation Form for our senior software developers that includes specific technical KPIs and quarterly review checkpoints, with a strong focus on project delivery metrics and team leadership capabilities."

Document background
The Performance Plan & Evaluation Form is designed to facilitate structured performance management in accordance with English and Welsh employment law. It is typically used at the start of each performance cycle to document agreed objectives and throughout the year for ongoing evaluation and feedback. The document includes specific, measurable performance criteria, development goals, and evaluation metrics, ensuring compliance with UK employment legislation while promoting fair and objective assessment. This form is essential for maintaining clear performance records, supporting career development, and providing a foundation for employment-related decisions.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and reporting line

2. Performance Period: Timeframe covered by the evaluation and frequency of reviews

3. Key Performance Indicators: Specific, measurable objectives and targets for the evaluation period

4. Rating Scale: Definition and explanation of performance rating levels used in evaluation

5. Review Process: Detailed steps of how performance reviews will be conducted and documented

Optional Sections

1. Development Plan: Optional section for career development goals and training needs when formal development programs exist

2. Compensation Review: Optional section linking performance to pay/bonuses when performance directly affects compensation

3. Behavioral Competencies: Optional section for assessment of soft skills and behaviors for roles where behavioral aspects are crucial

Suggested Schedules

1. Performance Metrics Template: Detailed template showing breakdown of performance measures and calculations

2. Development Resources: Comprehensive list of available training and development opportunities

3. Review Meeting Records Template: Standard template for documenting performance discussions and outcomes

4. Appeal Process Guidelines: Detailed procedures for challenging performance ratings and evaluation outcomes

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
























Relevant Industries
Relevant Teams
Relevant Roles
Industries

Employment Rights Act 1996: Primary legislation setting out basic employment rights, covering unfair dismissal provisions and performance management procedures that could lead to dismissal

Equality Act 2010: Prevents discrimination based on protected characteristics, ensures fair and objective performance criteria, and requires reasonable adjustments for disabled employees

Data Protection Act 2018 and UK GDPR: Governs the processing and storing of personal data, employee privacy rights, and retention of performance records

Human Rights Act 1998: Protects fundamental rights including right to privacy, fair treatment, and protection against degrading treatment in the workplace

ACAS Code of Practice: Provides best practices for performance management and fair procedures for addressing performance issues

Working Time Regulations 1998: Relevant when considering performance metrics related to working hours and rest break compliance

Protected Disclosures Act 1998: Whistleblowing legislation that protects employees raising concerns and must be considered in performance evaluations

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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