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1. Parties: Identifies the company (evaluator) and the manager being evaluated, including their positions and roles
2. Background: Explains the purpose and importance of performance evaluation, and its role in career development and organizational success
3. Definitions: Defines key terms used throughout the document, including performance metrics, evaluation periods, and rating scales
4. Evaluation Period: Specifies the timeframe covered by the evaluation and frequency of assessments
5. Performance Criteria: Details the key performance indicators (KPIs) and competencies being evaluated
6. Evaluation Process: Outlines the steps involved in the evaluation process, including self-assessment, supervisor evaluation, and review meetings
7. Rating System: Explains the rating scale and scoring methodology used for evaluation
8. Performance Review Meetings: Describes the format, frequency, and procedure for performance review discussions
9. Development Plans: Framework for creating and implementing performance improvement and career development plans
10. Consequences and Rewards: Links between performance evaluation results and career/compensation decisions
1. 360-Degree Feedback Process: Include when the organization uses multi-source feedback in manager evaluations
2. Remote Work Performance Criteria: Include when evaluating managers who work remotely or manage remote teams
3. Industry-Specific Metrics: Include when there are specific industry standards or regulations affecting management performance
4. Cross-Cultural Management Evaluation: Include for international companies or managers handling multicultural teams
5. Crisis Management Assessment: Include when evaluating management performance during exceptional circumstances
1. Schedule A: Performance Evaluation Form: Detailed evaluation form with all assessment criteria and rating scales
2. Schedule B: KPI Metrics and Calculations: Detailed explanation of how each KPI is measured and calculated
3. Schedule C: Competency Framework: Detailed description of leadership and management competencies being evaluated
4. Schedule D: Development Plan Template: Template for documenting development goals and action plans
5. Schedule E: Self-Assessment Form: Template for manager's self-evaluation prior to formal assessment
6. Appendix 1: Review Meeting Guidelines: Procedures and best practices for conducting performance review meetings
7. Appendix 2: Appeal Process: Procedures for challenging or appealing evaluation results
Banking and Financial Services
Manufacturing
Technology and IT
Retail and Consumer Goods
Healthcare
Education
Professional Services
Construction and Real Estate
Energy and Resources
Telecommunications
Hospitality and Tourism
Transportation and Logistics
Human Resources
Legal
Executive Leadership
Operations
Finance
Administration
Performance Management
Talent Development
Compensation and Benefits
Corporate Governance
Internal Audit
Chief Executive Officer
Chief Operating Officer
Department Manager
Division Head
Project Manager
Team Leader
Branch Manager
Regional Manager
Operations Manager
Sales Manager
Production Manager
HR Manager
Finance Manager
Marketing Manager
IT Manager
Quality Assurance Manager
Senior Manager
Executive Director
General Manager
Department Head
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