Audit

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

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

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

Inspires and motivates others

Overall

Comments:

Action required to meet standards?

Agreed Actions

Communication

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

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

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

Overall

Comments

Action required to meet standards?

Agreed Actions

Team work and resilience

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

To handle constant pressure and bounce back from adversity

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

Overall

Comments

Actions required to meet standards?

Agreed Actions

Planning and organising

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

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

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

Overall

Comments

Actions required to meet standards?

Agreed Actions

Decision making and Problem Solving

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

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

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

Overall

Comments

Actions required to meet standards?

Actions Agreed

Summary of overall performance during the period

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 training and development plan

Individual Learning and Development Plan

Specific training Requirements
Proposal to fulfil Training Need

Action planning

To be completed by
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.

Comments

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
next review date - Annual
Reviewee:
Select date
Reviewer:
Select date

Comments of Reviewers Manager

Comments of Reviewers Manager

Signed
Date
Learning and Development
Received by Learning and Development

Comments by Learning and Development

Signed:
HR
received by HR

Comments by HR

Signed
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.