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Goal Based Performance Appraisal Template for New Zealand

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Key Requirements PROMPT example:

Goal Based Performance Appraisal

"I need a Goal Based Performance Appraisal document for a tech startup in Auckland, focusing on software developers with specific KPIs for code quality and project delivery, to be implemented from March 2025."

Document background
This Goal Based Performance Appraisal document is designed for organizations operating in New Zealand that seek to implement a structured and legally compliant performance management system. It is particularly relevant in contexts where clear performance metrics and objective evaluation criteria are essential for employee development and organizational success. The document incorporates requirements from New Zealand's Employment Relations Act 2000 and related employment legislation, providing a foundation for fair and transparent performance evaluation. It should be used when establishing new performance management processes or updating existing ones, and includes provisions for goal setting, performance measurement, feedback mechanisms, and development planning. The document is adaptable to various organizational sizes and structures while maintaining consistency with New Zealand employment law requirements.
Suggested Sections

1. Parties: Identifies the employer and employee to whom the performance appraisal applies

2. Background: Establishes the context of the performance appraisal, including the employee's role and the purpose of the document

3. Definitions: Defines key terms used throughout the document including performance metrics, review periods, and assessment criteria

4. Performance Period: Specifies the timeframe for which the performance goals are set and will be evaluated

5. Key Performance Areas: Outlines the main areas of responsibility and performance focus for the role

6. Performance Goals and Objectives: Details specific, measurable, achievable, relevant, and time-bound (SMART) goals for the performance period

7. Performance Measures: Describes how each goal will be measured and what constitutes success

8. Review Process: Outlines the frequency, format, and procedure for performance reviews

9. Feedback Mechanisms: Details how and when feedback will be provided and documented

10. Performance Improvement Procedures: Describes the process for addressing performance that falls below expectations

11. Documentation Requirements: Specifies how performance discussions and outcomes will be recorded and stored

Optional Sections

1. Compensation Link: Include when performance outcomes are directly linked to compensation or bonus structures

2. Development Goals: Include when the appraisal includes specific professional development or training objectives

3. Dispute Resolution: Include when specific procedures for resolving disagreements about performance assessments are needed

4. Team Goals: Include when the employee has responsibility for team performance or team leadership

5. Remote Work Considerations: Include when the employee works remotely and specific performance monitoring arrangements are needed

Suggested Schedules

1. Schedule 1: Performance Metrics Template: Standard template for recording and tracking performance metrics

2. Schedule 2: Goal Setting Worksheet: Template for documenting specific goals and success criteria

3. Schedule 3: Performance Review Form: Standard form for conducting and documenting performance reviews

4. Schedule 4: Development Plan Template: Template for recording professional development goals and progress

5. Appendix A: Performance Rating Scale: Detailed description of performance rating levels and criteria

6. Appendix B: Competency Framework: Description of core competencies and behavioral indicators

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

Financial Services

Technology

Healthcare

Manufacturing

Retail

Professional Services

Education

Government

Hospitality

Construction

Non-Profit

Telecommunications

Media and Entertainment

Transportation and Logistics

Relevant Teams

Human Resources

Operations

Sales

Marketing

Finance

Information Technology

Customer Service

Research and Development

Quality Assurance

Product Development

Legal

Administration

Business Development

Strategy

Relevant Roles

Chief Executive Officer

Department Manager

Team Leader

Project Manager

Human Resources Manager

Operations Manager

Sales Representative

Customer Service Representative

Technical Specialist

Administrative Assistant

Financial Analyst

Marketing Coordinator

Research and Development Engineer

Quality Assurance Specialist

Business Development Manager

Account Executive

Industries





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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