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Performance Management Feedback Template for England and Wales

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Key Requirements PROMPT example:

Performance Management Feedback

"I need a Performance Management Feedback document for a senior software developer in my tech company, focusing on technical achievements and leadership development areas, with specific emphasis on project delivery metrics from the past 6 months."

Document background
Performance Management Feedback documentation is essential for maintaining clear records of employee development and performance discussions in accordance with English and Welsh employment law. This document type is used when conducting formal performance reviews, typically occurring annually or bi-annually, and includes detailed assessment of objectives, achievements, and areas for development. The feedback process must comply with UK employment legislation, including the Employment Rights Act 1996 and Equality Act 2010, while adhering to ACAS guidelines. Performance Management Feedback serves as both a development tool and a legal record, protecting both employer and employee interests.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Objectives Review: Assessment against previously set objectives and KPIs

3. Key Achievements: Notable accomplishments and successes during the review period

4. Skills Assessment: Evaluation of core competencies and technical skills

5. Areas for Development: Identified improvement areas with specific examples and context

6. Overall Rating: Performance rating based on company's assessment scale with justification

Optional Sections

1. Development Plan: Specific training or development needs, included when improvement areas are identified

2. Career Aspirations: Discussion of career goals and progression opportunities, typically included for high-performing employees

3. Performance Improvement Plan: Detailed action plan with timelines and success metrics, used when performance falls below expected standards

4. Behavioral Competencies: Assessment of soft skills and workplace behaviors, included for management-level reviews

Suggested Schedules

1. Performance Metrics: Detailed data and KPIs supporting the performance assessment

2. Previous Reviews Summary: Overview of past performance reviews for context and progress tracking

3. Training Records: Documentation of completed training and development activities

4. Objective Setting Template: Template for setting new objectives for the next review period

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions















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Relevant Industries
Relevant Teams
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Industries

Employment Rights Act 1996: Primary legislation setting out basic employment rights, unfair dismissal provisions, and requirements for performance improvement procedures. This is fundamental for any performance management process.

Equality Act 2010: Legislation ensuring performance feedback is objective and non-discriminatory, protecting against bias based on protected characteristics (age, gender, race, disability, etc.) and requiring reasonable adjustments for disabled employees.

Data Protection Act 2018 and UK GDPR: Regulations governing how personal performance data must be processed, stored, and accessed, ensuring employee privacy rights and proper data handling in performance records.

Human Rights Act 1998: Legislation ensuring right to fair treatment, protecting privacy rights, and maintaining dignity at work during performance management processes.

ACAS Code of Practice: While not legislation, these are important guidelines considered by courts, providing guidance on fair feedback processes and best practices for performance management procedures.

Company Policies: Internal regulations and procedures that must align with statutory requirements while setting out specific performance management processes for the organization.

Employment Contract Terms: Specific contractual obligations and terms that may affect how performance management is conducted and what processes must be followed.

Industry-Specific Regulations: Any sector-specific rules or requirements that may impact performance management processes in particular industries.

Collective Agreements: Any existing agreements with unions or worker representatives that may contain specific provisions about performance management processes and procedures.

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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