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Competency Based Performance Review
"I need a Competency Based Performance Review template for our tech startup with 50 employees, focusing on technical skills and remote work capabilities, to be implemented from January 2025."
1. Purpose and Scope: Outlines the objectives of the performance review process and who it applies to
2. Review Period: Specifies the timeframe covered by the review and frequency of assessments
3. Core Competencies: Lists and describes the main competencies being assessed, including behavioral indicators and performance standards
4. Rating Scale: Explains the rating system used for evaluation, including detailed descriptions of each performance level
5. Review Process: Details the steps involved in conducting the review, including self-assessment, manager assessment, and feedback discussions
6. Documentation Requirements: Specifies how the review should be documented and stored
7. Appeal Process: Outlines the procedure for employees to challenge or appeal review outcomes
8. Confidentiality: States the privacy and confidentiality requirements for handling review information
1. Technical Competencies: Specific technical skills assessment section for roles requiring specialized skills or qualifications
2. Leadership Competencies: Additional section for management or leadership positions
3. Health and Safety Competencies: For roles with significant health and safety responsibilities
4. Cultural Competencies: Section focusing on cultural awareness and Treaty of Waitangi principles, particularly relevant for public sector roles
5. Development Planning: Section for documenting training needs and career development goals
6. Remote Work Competencies: For organizations with hybrid or remote working arrangements
1. Schedule 1: Competency Framework: Detailed descriptions of each competency, including specific behaviors and examples
2. Schedule 2: Performance Rating Guidelines: Comprehensive guide for managers on how to apply ratings consistently
3. Schedule 3: Review Form Template: Standardized template for documenting the performance review
4. Schedule 4: Self-Assessment Form: Template for employee self-evaluation
5. Schedule 5: Development Plan Template: Format for documenting agreed development actions and goals
6. Appendix A: Reviewer Guidelines: Best practices and instructions for conducting effective reviews
7. Appendix B: Employee Rights and Responsibilities: Summary of employee rights and responsibilities in the review process
Authors
Public Sector
Healthcare
Education
Financial Services
Technology
Manufacturing
Professional Services
Retail
Construction
Non-Profit Organizations
Telecommunications
Energy and Utilities
Human Resources
Learning and Development
Talent Management
Operations
Senior Management
Performance Management
Employee Relations
Organizational Development
Human Resources Manager
Performance Management Specialist
Department Manager
Team Leader
Supervisor
Chief Executive Officer
Operations Manager
Learning and Development Manager
Talent Management Specialist
HR Business Partner
General Manager
Department Director
Line Manager
Project Manager
Senior Manager
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