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Performance Management Feedback Template for England and Wales

A Performance Management Feedback document under English and Welsh law is a formal record of an employee's performance evaluation, including achievements, areas for improvement, and development goals. It serves as an official documentation of the performance review process, complying with UK employment law requirements, including the Employment Rights Act 1996 and Equality Act 2010. The document helps maintain transparent communication between employers and employees while providing a legal record of performance discussions and agreed actions.

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What is a Performance Management Feedback?

Performance Management Feedback documentation is essential for maintaining clear records of employee development and performance discussions in accordance with English and Welsh employment law. This document type is used when conducting formal performance reviews, typically occurring annually or bi-annually, and includes detailed assessment of objectives, achievements, and areas for development. The feedback process must comply with UK employment legislation, including the Employment Rights Act 1996 and Equality Act 2010, while adhering to ACAS guidelines. Performance Management Feedback serves as both a development tool and a legal record, protecting both employer and employee interests.

What sections should be included in a Performance Management Feedback?

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

2. Performance Objectives Review: Assessment against previously set objectives and KPIs

3. Key Achievements: Notable accomplishments and successes during the review period

4. Skills Assessment: Evaluation of core competencies and technical skills

5. Areas for Development: Identified improvement areas with specific examples and context

6. Overall Rating: Performance rating based on company's assessment scale with justification

What sections are optional to include in a Performance Management Feedback?

1. Development Plan: Specific training or development needs, included when improvement areas are identified

2. Career Aspirations: Discussion of career goals and progression opportunities, typically included for high-performing employees

3. Performance Improvement Plan: Detailed action plan with timelines and success metrics, used when performance falls below expected standards

4. Behavioral Competencies: Assessment of soft skills and workplace behaviors, included for management-level reviews

What schedules should be included in a Performance Management Feedback?

1. Performance Metrics: Detailed data and KPIs supporting the performance assessment

2. Previous Reviews Summary: Overview of past performance reviews for context and progress tracking

3. Training Records: Documentation of completed training and development activities

4. Objective Setting Template: Template for setting new objectives for the next review period

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Ƶ

Cost

Free to use

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