The Executive Performance Review is a crucial document used by organizations to formally assess and document the performance of their executive-level employees. This document is designed to comply with United States federal and state employment laws while providing a structured framework for evaluating executive performance across multiple dimensions. It typically includes assessment of financial and operational achievements, leadership capabilities, strategic initiative progress, and development needs. The document serves multiple purposes: it provides legal documentation of performance evaluation, supports compensation decisions, aids in succession planning, and establishes development goals. Used primarily for annual or semi-annual reviews, it helps organizations maintain consistent and fair evaluation practices while protecting both the employer and executive through proper documentation and compliance with employment regulations.
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1. Executive Information: Basic information including executive's name, title, department, and review period
2. Review Period Details: Specific dates covered by the review and date of review meeting
3. Performance Metrics Overview: Summary of key performance indicators (KPIs) and evaluation criteria used
4. Goal Achievement Assessment: Evaluation of performance against previously set goals and objectives
5. Leadership Competencies Evaluation: Assessment of leadership skills, management effectiveness, and behavioral competencies
6. Financial Performance Review: Analysis of business unit/company financial performance under executive's leadership
7. Strategic Initiative Progress: Evaluation of progress on key strategic initiatives and projects
8. Areas of Excellence: Detailed discussion of particular achievements and strengths
9. Development Opportunities: Identified areas for improvement and growth
10. Action Plan: Specific steps and timeline for addressing development areas
11. Overall Rating: Final performance rating and summary assessment
12. Acknowledgment and Signatures: Space for executive and reviewer signatures, dates, and any comments
1. 360-Degree Feedback Summary: Summary of feedback collected from peers, subordinates, and other stakeholders
2. Compensation Review: Assessment of current compensation and recommendations for adjustments based on performance
3. Succession Planning Notes: Discussion of executive's role in succession planning and their own succession status
4. Risk Management Assessment: Evaluation of executive's effectiveness in managing organizational risks
5. Innovation and Change Management: Assessment of executive's contribution to organizational innovation and change initiatives
6. Customer/Stakeholder Impact: Analysis of executive's impact on key external relationships
7. Environmental, Social, Governance (ESG) Performance: Evaluation of executive's contribution to ESG objectives
8. Previous Review Action Items: Follow-up on action items and development goals from previous review
1. Schedule A - Performance Metrics Details: Detailed breakdown of all KPIs, targets, and actual achievement levels
2. Schedule B - Goal Setting Form: Documentation of goals and objectives for the next review period
3. Schedule C - Development Plan: Detailed professional development plan including specific actions, resources, and timelines
4. Schedule D - Compensation Analysis: Detailed analysis of compensation components and recommendations
5. Schedule E - Performance Rating Criteria: Detailed explanation of rating scale and evaluation criteria
6. Appendix 1 - Supporting Documentation: Collection of relevant supporting documents, certificates, or achievement evidence
7. Appendix 2 - Feedback Forms: Blank and completed feedback forms from various stakeholders
8. Appendix 3 - Historical Performance Data: Previous performance ratings and trend analysis
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