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Performance Plan & Evaluation Form
1. Employee and Manager Information: Identification of the employee being evaluated and their direct supervisor
2. Performance Period: Specification of the evaluation period covered by this form
3. Role Description: Current position title and key responsibilities of the employee
4. Performance Objectives: Specific, measurable goals and targets for the evaluation period
5. Key Performance Indicators (KPIs): Quantifiable metrics used to measure performance
6. Competency Requirements: Core competencies and skills required for the role
7. Evaluation Scale: Definition of the rating scale used for assessment
8. Review Process: Description of how and when evaluations will be conducted
9. Feedback and Comments: Sections for both employee and manager comments
10. Signatures: Space for formal acknowledgment by both parties
1. Development Plan: Used when specific training or development needs are identified
2. Performance-Related Compensation: Include when compensation is directly tied to performance ratings
3. Project-Specific Goals: For employees involved in specific projects requiring separate evaluation
4. Team Leadership Objectives: For employees with management responsibilities
5. Probationary Period Criteria: For new employees during their trial period
6. Remote Work Performance Metrics: For employees working remotely or in hybrid arrangements
7. Career Progression Plan: When discussing long-term career development opportunities
1. Schedule A - Performance Rating Guidelines: Detailed explanation of rating criteria and scoring methodology
2. Schedule B - Competency Framework: Detailed breakdown of required competencies and their assessment criteria
3. Schedule C - Goal Setting Template: Template for documenting SMART goals and objectives
4. Schedule D - Development Plan Template: Framework for documenting training and development activities
5. Schedule E - Self-Assessment Form: Template for employee self-evaluation
6. Schedule F - Performance Improvement Plan Template: Standard format for documenting performance improvement requirements
7. Appendix 1 - Company Values and Behaviors: Reference document linking performance expectations to company values
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