The Leadership Performance Review Template serves as a standardized tool for Australian organizations to conduct fair, comprehensive, and legally compliant leadership evaluations. It is designed for use during formal performance review periods, typically conducted annually or bi-annually, with provisions for interim reviews as needed. The template ensures consistency in leadership evaluation across the organization while allowing for role-specific customization. It incorporates key requirements from Australian employment legislation, including fair work principles, privacy protection, and anti-discrimination measures. The document supports objective assessment of leadership competencies, goal achievement, and development planning, while maintaining proper documentation for HR purposes and succession planning.
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1. Employee Information: Basic details including name, position, department, review period, and supervisor details
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 or similar scale) with clear definitions for each rating level
3. Leadership Competencies Assessment: Evaluation of core leadership skills including strategic thinking, team management, decision-making, and communication
4. Goals Review: Assessment of achievement against previously set goals and objectives
5. Key Performance Indicators (KPIs): Quantitative and qualitative metrics specific to the leadership role
6. Development Plan: Identified areas for improvement and specific action plans for development
7. Overall Performance Summary: Comprehensive overview of performance including strengths and areas for improvement
8. Acknowledgment and Signatures: Space for both reviewer and employee to sign and date, acknowledging the review discussion
1. 360-Degree Feedback Summary: Summary of feedback from multiple stakeholders, used when organization implements 360-degree reviews
2. Project-Specific Evaluation: Assessment of specific major projects led during the review period, relevant for project-based leadership roles
3. Risk Management Assessment: Evaluation of risk management capabilities, particularly relevant for senior leadership positions
4. Financial Performance Metrics: Assessment of budget management and financial targets, applicable for roles with P&L responsibility
5. Innovation and Change Management: Evaluation of ability to drive innovation and manage change, relevant for transformational leadership roles
6. Client/Stakeholder Management: Assessment of external relationship management, relevant for client-facing leadership positions
1. Schedule A - Leadership Competency Framework: Detailed framework defining expected behaviors and capabilities at different leadership levels
2. Schedule B - Goal Setting Template: Template for setting SMART goals for the next review period
3. Schedule C - Development Resources: List of available leadership development programs, courses, and resources
4. Appendix 1 - Performance Rating Guidelines: Detailed guidelines for applying performance ratings consistently
5. Appendix 2 - Behavioral Examples: Specific examples of behaviors corresponding to different performance levels
6. Appendix 3 - Review Meeting Guidelines: Best practices and guidelines for conducting effective performance review discussions
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Healthcare
Technology
Manufacturing
Retail
Education
Professional Services
Mining and Resources
Construction
Public Sector
Telecommunications
Non-Profit
Transport and Logistics
Energy and Utilities
Relevant Teams
Human Resources
Operations
Finance
Legal
Information Technology
Sales
Marketing
Customer Service
Research and Development
Production
Quality Assurance
Business Development
Strategy
Administration
Risk and Compliance
Relevant Roles
Chief Executive Officer
Managing Director
General Manager
Department Director
Senior Manager
Project Manager
Team Leader
Supervisor
Program Manager
Regional Manager
Branch Manager
Division Head
Operations Manager
Department Head
Executive Director
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