The Nonprofit Performance Review document serves as an essential tool for charitable organizations in New Zealand to effectively evaluate and document employee performance while maintaining compliance with local regulations. This document is typically implemented when organizations need to establish or standardize their performance review process, ensuring fair and consistent evaluation of staff members across all levels. It incorporates key requirements from the Charities Act 2005 and Employment Relations Act 2000, along with best practices specific to the nonprofit sector. The framework includes both standard performance metrics and mission-focused indicators, making it particularly suitable for organizations balancing social impact with operational efficiency. Regular updates to this document are recommended to reflect changes in legislation and evolving nonprofit sector standards.
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1. Purpose and Scope: Outlines the objectives of the performance review process and who it applies to within the nonprofit organization
2. Review Period and Frequency: Specifies the timeframe covered by the review and how often reviews will be conducted
3. Performance Criteria: Details the key performance indicators, competencies, and objectives against which performance will be evaluated
4. Review Process: Describes the step-by-step procedure for conducting performance reviews, including preparation, meeting protocols, and documentation
5. Rating System: Explains the performance rating scale and criteria for each rating level
6. Documentation Requirements: Specifies what documents need to be completed, how they should be stored, and confidentiality requirements
7. Follow-up Actions: Outlines the process for setting new goals, development plans, and addressing performance issues
8. Appeals Process: Details the procedure for employees to challenge or appeal their performance review results
1. Volunteer Performance Review: Additional section for organizations that also review volunteer performance
2. Remote Worker Considerations: Special provisions for reviewing remote or hybrid workers
3. Cultural Competency Assessment: Section for organizations with specific focus on cultural awareness and Treaty of Waitangi principles
4. Funding-linked Performance Metrics: For roles directly involved in fundraising or grant management
5. Board Member Review Process: Specific procedures for reviewing board member performance
6. Peer Review Component: Optional inclusion of peer feedback in the review process
1. Schedule 1: Performance Review Form: Standard template for documenting the performance review
2. Schedule 2: Goal Setting Template: Form for documenting agreed-upon objectives for the next review period
3. Schedule 3: Development Plan Template: Template for recording professional development goals and actions
4. Schedule 4: Self-Assessment Form: Template for employee self-evaluation prior to the review
5. Appendix A: Rating Scale Definitions: Detailed descriptions and examples for each performance rating level
6. Appendix B: Competency Framework: Detailed breakdown of core competencies and behavioral indicators
7. Appendix C: Timeline and Checklist: Annual review cycle timeline and preparation checklist
Relevant legal definitions
Clauses
Relevant Industries
Charitable Organizations
Social Services
Healthcare
Education
Environmental Conservation
Arts and Culture
Community Development
Religious Organizations
Sports and Recreation
Animal Welfare
Humanitarian Aid
Youth Development
Relevant Teams
Human Resources
Operations
Programs
Fundraising
Finance
Administration
Communications
Volunteer Management
Community Outreach
Research and Development
Executive Leadership
Board of Trustees
Relevant Roles
Executive Director
Program Manager
Volunteer Coordinator
Fundraising Manager
Grant Writer
Community Outreach Coordinator
Administrative Assistant
Finance Manager
HR Coordinator
Project Officer
Communications Manager
Development Officer
Support Worker
Research Coordinator
Board Member
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