Performance Management

• Strictly Private and Confidential

• Summary of Annual Performance Review

• Date and Time of Review

  Date

• Reviewee's Name and Job Title

• Team/Department and Location

• Start Date and length of time in current Role

• Line manager

• Name of reviewer (if different from Line manager)

Summary of achievements over the last 12 months

• A. What have been your greatest achievements at work in the past 12 months? What are you most proud of? Why?

• B. What if anything could have been handled differently at work? Why?

• COMPETENCIES

• A = Exceeds requirements of competency
  B = Meets all requirements of competency
  C = Not meeting certain elements of competency
  D = Does not meet requirements of competency
  E = Not applicable to job Role
  
  If the Candidate receives scores of C and D comments must include:
  When this has previously addressed (I.e. Supervision or Performance counselling)
  What support has been put in place
  Any evidence of progress
  
  
  

Passion for Excellence

• Accepts no errors of service level standards <br>

  A

  B

  C

  D

  E

• Works hard to ensure that the standards are communicated to and maintained by others (I.e. Ability to recognise and constructively challenge practice)

  A

  B

  C

  D

  E

• Inspires and motivates others

  A

  B

  C

  D

  E

• Overall

  A

  B

  C

  D

  E

• Comments:

• Action required to meet standards?

• Agreed Actions

• A = Exceeds requirements of competency
  B = Meets all requirements of competency
  C = Not meeting certain elements of competency
  D = Does not meet requirements of competency
  E = Not applicable to job Role
  
  If the Candidate receives scores of C and D comments must include:
  When this has previously addressed (I.e. Supervision or Performance counselling)
  What support has been put in place
  Any evidence of progress
  

Communication

• Demonstrates respect for others using effective communication

  A

  B

  C

  D

  E

• Expresses ideas and information in a constructive manner, checking for understanding

  A

  B

  C

  D

  E

• Listens carefully to the views of others to demonstrate respect and increase understanding

  A

  B

  C

  D

  E

• Overall

  A

  B

  C

  D

  E

• Comments

• Action required to meet standards?

• Agreed Actions

• A = Exceeds requirements of competency
  B = Meets all requirements of competency
  C = Not meeting certain elements of competency
  D = Does not meet requirements of competency
  E = Not applicable to job Role
  
  If the Candidate receives scores of C and D comments must include:
  When this has previously addressed (I.e. Supervision or Performance counselling)
  What support has been put in place
  Any evidence of progress

Work and Resilience

• The ability and desire to work as part of a team acting positively with others to achieve results

  A

  B

  C

  D

  E

• To handle constant pressure and bounce back from adversity

  A

  B

  C

  D

  E

• Shows strong support for team as well as individual objectives, working hard to provide, initiate and action to help team through change

  A

  B

  C

  D

  E

• Overall

  A

  B

  C

  D

  E

• Comments

• Actions required to meet standards?

• Agreed Actions

• A = Exceeds requirements of competency
  B = Meets all requirements of competency
  C = Not meeting certain elements of competency
  D = Does not meet requirements of competency
  E = Not applicable to job Role
  
  If the Candidate receives scores of C and D comments must include:
  When this has previously addressed (I.e. Supervision or Performance counselling)
  What support has been put in place
  Any evidence of progress

Planning and Organisation

• Demonstrates the ability to plan and organise tasks and resources appropriate to the requirements and changing circumstances

  A

  B

  C

  D

  E

• Is able to demonstrate excellent prioritisation skills by meeting the expectations of others on a continual basis

  A

  B

  C

  D

  E

• Achieves business goals and priorities, actions and constraints, taking appropriate corrective action

  A

  B

  C

  D

  E

• Overall

  A

  B

  C

  D

  E

• Comments

• Actions required to meet standards?

• Agreed Actions

• A = Exceeds requirements of competency
  B = Meets all requirements of competency
  C = Not meeting certain elements of competency
  D = Does not meet requirements of competency
  E = Not applicable to job Role
  
  If the Candidate receives scores of C and D comments must include:
  When this has previously addressed (I.e. Supervision or Performance counselling)
  What support has been put in place
  Any evidence of progress

Decision Making and Problem Solving

• Thinks laterally and creatively, looks beyond the immediate problem

  A

  B

  C

  D

  E

• Is able to select the best course of action and accepts responsibility for the outcome

  A

  B

  C

  D

  E

• Makes decisions consistent with company vision, values, policies and procedures

  A

  B

  C

  D

  E

• Overall

  A

  B

  C

  D

  E

• Comments

• Actions required to meet standards?

• Actions Agreed

Summary of Overall Performance

• A = Exceeds requirements of this job Has consistently exceeded the requirements of this job

• B = Meets all requirements of competency

• C = Not meeting certain elements of competency

• D = Does not meet requirements of competency

Career Development

• Is the individual happy in their existing role? If not why?

• What would be the next internal role with the Caldecott Foundation that the Reviewee would show an interest in?

• What other skills/ experience/ knowledge does the Reviewee possess which they are unable to use in their current job

Individual Learning and Development Plan

• Specific training Requirements
  Proposal to fulfil Training Need
  

Action planning

• To be completed by

  Date

SMART objectives for the next 12 months

• SMART Objectives for the next 12 months

Objective Setting

• What will the Reveiwee be required to do?

• What support and resources will be needed?

• Achieved by.

  Date

Comments

• Has your line manager supported you in the last 12 months?

• Do you need any other support from managers/ others

• How did/will you support your line manager?

Other Comments

• Reviewee

• Reveiwer

• Next review date - Interim

  Date

• next review date - Annual

  Date

• Reviewee:

  Sign

• Select date

  Date

• Reviewer:

  Sign

• Select date

  Date

Comments of Reviewers Manager

• Signed

  Sign

• Date

  Date

Learning and Development

• Received by Learning and Development

  Date

• Comments by Learning and Development

• Signed:

  Sign

HR

• received by HR

  Date

• Comments by HR

• Signed

  Sign