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1. Employee and Reviewer Information: Identification of the employee being reviewed and the supervisor conducting the review, including their roles and departments
2. Review Period: Clear statement of the time period covered by these objectives
3. Purpose and Context: Overview of the performance review process and its alignment with company goals
4. Key Performance Areas: Main areas of responsibility and focus for the employee's role
5. Specific Objectives: SMART (Specific, Measurable, Achievable, Relevant, Time-bound) objectives for each key performance area
6. Performance Metrics: Detailed description of how each objective will be measured and evaluated
7. Expected Outcomes: Clear description of what constitutes meeting, exceeding, or falling below expectations for each objective
8. Review Schedule: Timeline for progress reviews and final evaluation
9. Acknowledgment and Signatures: Space for both employee and reviewer to acknowledge and agree to the objectives
1. Development Goals: Additional objectives focused on personal and professional development - include when career development is a focus
2. Training Requirements: Specific training or development activities needed to achieve objectives - include when new skills are required
3. Resource Requirements: Additional resources or support needed to achieve objectives - include when objectives require new or additional resources
4. Variable Compensation Links: How objectives link to bonus or variable pay - include when performance is tied to variable compensation
5. Team Objectives: Objectives related to team leadership or collaboration - include for managers or team leaders
6. Previous Period Review: Reference to previous period's performance - include when there's relevant historical context
1. Appendix A: Competency Framework: Detailed description of company competencies and behaviors expected at the employee's level
2. Appendix B: Measurement Criteria: Detailed explanation of how each objective will be measured, including any formulas or calculations
3. Appendix C: Department Goals: Overview of department or team goals that individual objectives align with
4. Appendix D: Development Resources: List of available training, mentoring, and development resources
5. Appendix E: Review Timeline: Detailed calendar of check-ins, mid-period reviews, and final evaluation dates
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