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Performance Development Review Form Template for England and Wales

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Key Requirements PROMPT example:

Performance Development Review Form

"I need a Performance Development Review Form for our technology startup that focuses heavily on innovative projects and remote working, with specific sections for tracking technical skills development and virtual collaboration effectiveness."

What is a Performance Development Review Form?

The Performance Development Review Form is a crucial HR document used across organizations in England and Wales to facilitate structured performance evaluations and professional development discussions. It serves as an official record of employee achievement, goal-setting, and development needs, while ensuring compliance with UK employment legislation and data protection requirements. The form is typically completed bi-annually or annually and forms part of an organization's performance management system, providing documentation for career progression, compensation decisions, and personnel records.

What sections should be included in a Performance Development Review Form?

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

2. Performance Objectives Review: Assessment of previously set objectives and achievements

3. Competencies Assessment: Evaluation of core competencies and skills

4. Future Objectives: Setting new objectives for the next review period

5. Development Needs: Identification of training and development requirements

6. Overall Rating: Summary performance rating and justification

7. Signatures: Sign-off by employee and reviewer

What sections are optional to include in a Performance Development Review Form?

1. 360-Degree Feedback: Input from colleagues and stakeholders - for senior positions or when comprehensive feedback is required

2. Career Aspirations: Discussion of career goals and progression - used when focusing on long-term development

3. Project-Specific Review: Detailed review of specific projects - for project-based roles

What schedules should be included in a Performance Development Review Form?

1. Competency Framework: Detailed descriptions of competencies and ratings

2. Development Plan: Detailed training and development activities plan

3. Performance Metrics: Specific KPIs and measurement criteria

4. Previous Review Summary: Summary of last review for reference

Authors

Alex Denne

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

Relevant legal definitions

























Clauses
























Industries

Employment Rights Act 1996: Key employment legislation covering fair treatment in employment, protection against unfair dismissal, and requirements for documented performance management processes

Equality Act 2010: Ensures prevention of discrimination based on protected characteristics, fair and unbiased performance reviews, and requirements for making reasonable adjustments for disabled employees

Data Protection Act 2018 and UK GDPR: Governs the processing and storing of personal data, employee privacy rights, retention periods for performance records, and data security requirements

Health and Safety at Work Act 1974: Relevant for performance reviews that include health and safety objectives and workplace wellbeing considerations

ACAS Code of Practice: While not legislation, provides essential guidance on disciplinary and grievance procedures and best practices for performance management

Human Rights Act 1998: Ensures right to fair treatment and privacy considerations in employment matters

Industry-Specific Regulations: Any additional regulations specific to the industry sector that may affect performance review criteria and processes

Company Policies: Internal policies and procedures that must be aligned with the performance review process

Collective Agreements: Any applicable union or collective bargaining agreements that may impact performance review procedures

Professional Standards: Relevant professional qualifications and standards requirements that may need to be incorporated into performance reviews

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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