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Interim Performance Review
"I need an Interim Performance Review template for our tech startup's software development team of 15 people, focusing on remote work performance and project delivery metrics, to be implemented by March 2025."
1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including names, positions, and departments
2. Review Period: Specific time period covered by this interim review
3. Performance Objectives Review: Assessment of progress against previously set objectives and KPIs
4. Key Achievements: Notable accomplishments during the review period
5. Areas for Development: Identification of skills, competencies, or behaviors that need improvement
6. Action Plan: Specific steps agreed upon to address development needs and achieve objectives
7. Resources Required: Support, training, or tools needed to achieve objectives
8. Employee Comments: Space for employee to provide their perspective and feedback
9. Signatures and Date: Formal acknowledgment of the review discussion by both parties
1. Project-Specific Performance: Include when employee is involved in specific major projects requiring separate evaluation
2. Team Leadership Assessment: Include for employees with management or team lead responsibilities
3. Client/Stakeholder Feedback: Include when external feedback is relevant to the role
4. Performance Rating: Include if organization uses formal rating systems for interim reviews
5. Compliance and Risk Management: Include for roles with specific regulatory or risk management responsibilities
6. Remote Work Performance: Include for employees working remotely to assess effectiveness of remote working arrangements
1. Performance Metrics Dashboard: Quantitative performance indicators and metrics relevant to the role
2. Previous Review Summary: Key points from the last performance review for reference and progress tracking
3. Training and Development Log: Record of training completed during the review period and planned future development
4. Objective Setting Template: Template for setting/updating SMART objectives for the next review period
5. Competency Framework Assessment: Detailed assessment against company competency framework if applicable
Authors
Technology
Financial Services
Healthcare
Manufacturing
Retail
Professional Services
Education
Public Sector
Construction
Telecommunications
Pharmaceutical
Hospitality
Non-Profit
Energy
Transportation
Media and Entertainment
Human Resources
Finance
Legal
Operations
Sales
Marketing
Information Technology
Research and Development
Customer Service
Product Development
Quality Assurance
Administration
Business Development
Strategy
Compliance
Communications
Chief Executive Officer
Department Director
Senior Manager
Project Manager
Team Leader
Software Developer
Financial Analyst
Human Resources Manager
Marketing Specialist
Sales Representative
Customer Service Representative
Operations Manager
Research Scientist
Administrative Assistant
Product Manager
Quality Assurance Specialist
Business Analyst
Legal Counsel
Account Manager
Technical Support Engineer
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