The Nonprofit Performance Review document serves as a standardized framework for evaluating employee performance within tax-exempt organizations operating under U.S. jurisdiction. This document is essential for maintaining clear performance records, supporting compensation decisions, and demonstrating appropriate oversight as required by IRS regulations for 501(c)(3) organizations. It should be used during regular performance review cycles (typically annual or semi-annual) to assess employee contributions, set development goals, and align individual performance with organizational mission and objectives. The document ensures compliance with both federal employment laws and nonprofit-specific regulations while providing a structured approach to performance management in the nonprofit sector.
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1. Employee and Organization Information: Basic identifying information including employee name, position, department, supervisor, and review period
2. Performance Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale, definitions of each rating level)
3. Core Competencies Assessment: Evaluation of fundamental skills and behaviors expected across all roles
4. Mission-Aligned Goals Review: Assessment of performance against nonprofit mission-specific objectives
5. Key Performance Indicators (KPIs): Quantitative and qualitative metrics evaluation specific to role and nonprofit impact
6. Professional Development Progress: Review of progress on previously set development goals and training completion
7. Overall Performance Summary: Comprehensive assessment combining all evaluation areas
8. Future Goals and Objectives: Setting of new performance and development goals for the next review period
9. Signatures and Acknowledgment: Space for employee and supervisor signatures, dates, and any comments
1. Peer Feedback Summary: Include when 360-degree feedback is part of the review process
2. Fundraising Performance: For development staff or roles with fundraising responsibilities
3. Program Impact Metrics: For program staff or managers overseeing specific nonprofit initiatives
4. Volunteer Management Assessment: For staff who supervise or coordinate volunteers
5. Budget Management Review: For roles with financial responsibilities
6. Grant Compliance Performance: For staff involved in grant management and reporting
7. Leadership Competencies: For management or supervisory positions
1. Appendix A: Performance Metrics Detail: Detailed breakdown of quantitative performance measures and calculations
2. Appendix B: Competency Framework: Detailed descriptions of each core competency and rating criteria
3. Appendix C: Development Resources: List of available training, education, and development opportunities
4. Appendix D: Prior Period Goals: Documentation of previous review period's goals and completion status
5. Schedule 1: Role-Specific KPIs: Detailed metrics specific to the employee's role and department
6. Schedule 2: Professional Development Plan: Detailed action plan for addressing development needs and career growth
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