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Senior Executive Performance Review for the United Kingdom

Senior Executive Performance Review Template for England and Wales

A comprehensive performance review template designed for senior executives under English and Welsh law, incorporating regulatory requirements and best practices for executive assessment. The document provides a structured framework for evaluating leadership capabilities, strategic achievement, and operational effectiveness while ensuring compliance with UK employment law, data protection requirements, and corporate governance standards.

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What is a Senior Executive Performance Review?

The Senior Executive Performance Review Template is designed to facilitate objective and comprehensive evaluation of senior leadership performance within organizations operating under English and Welsh law. It provides a structured approach to assessing executive achievement against predetermined metrics, strategic objectives, and leadership competencies. The template ensures compliance with UK employment legislation, including the Employment Rights Act 1996 and Equality Act 2010, while incorporating corporate governance best practices and regulatory requirements specific to senior executive roles.

What sections should be included in a Senior Executive Performance Review?

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

2. Performance Period: Clear specification of the time period covered by the review, including start and end dates

3. Key Performance Indicators: Detailed assessment of measurable objectives, targets and achievements against business goals

4. Core Competencies Assessment: Evaluation of leadership capabilities, strategic thinking, decision-making, and management effectiveness

5. Overall Performance Rating: Standardized rating scale and final assessment with supporting evidence and justification

What sections are optional to include in a Senior Executive Performance Review?

1. 360-Degree Feedback: Comprehensive feedback section incorporating input from peers, subordinates, and other stakeholders

2. Regulatory Compliance Review: Assessment of compliance with industry regulations and internal policies

3. Development Plan: Future growth opportunities, training recommendations, and career progression planning

What schedules should be included in a Senior Executive Performance Review?

1. Schedule 1 - Performance Metrics Data: Detailed quantitative and qualitative data supporting performance assessments

2. Schedule 2 - Previous Review Summary: Summary of previous performance review period and progress against previous objectives

3. Schedule 3 - Development Resources: List of available training, development opportunities, and resources

4. Schedule 4 - Compensation Review: Analysis and recommendations regarding salary, bonus, and benefits adjustments

Authors

Alex Denne

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

Jurisdiction

England and Wales

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions






























Clauses






























Industries

Employment Rights Act 1996: Fundamental legislation covering basic employment rights, protection against unfair dismissal, and requirements for written particulars of employment. Key for establishing the legal framework of performance reviews.

Equality Act 2010: Ensures protection against discrimination based on protected characteristics, requiring fair and objective performance criteria and preventing bias in performance evaluations.

Data Protection Act 2018 and UK GDPR: Governs the processing, storage, and confidentiality of personal data in performance records, including employee's right to access their performance data.

Companies Act 2006: Outlines directors' duties, responsibilities, corporate governance requirements, and reporting obligations for senior executives.

Financial Services and Markets Act 2000: Specifies regulatory requirements for senior executives in financial services, including Senior Managers and Certification Regime (SM&CR) considerations.

Corporate Governance Code: Provides best practices for executive performance evaluation, board effectiveness reviews, and remuneration considerations, particularly relevant for listed companies.

Working Time Regulations 1998: Covers assessment of working hours, time management, and leave entitlements as part of performance evaluation.

Bribery Act 2010: Addresses compliance, ethical behavior assessment, and anti-corruption measures in executive performance.

Public Interest Disclosure Act 1998: Covers whistleblowing provisions and protection for raising concerns, relevant for executive integrity assessment.

Mental Health Regulations: Encompasses stress management and well-being considerations in executive performance evaluation and support.

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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