The General Manager Performance Review document serves as a critical tool for evaluating senior management performance in New Zealand organizations. It is designed to be used annually or bi-annually to assess General Managers' achievements, capabilities, and areas for development. The document ensures compliance with New Zealand employment law, particularly the Employment Relations Act 2000 and Privacy Act 2020, while providing a comprehensive framework for performance evaluation. It includes sections for objective assessment of key performance indicators, leadership capabilities, strategic achievements, and operational excellence, along with setting future goals and development plans. This review template is essential for maintaining clear performance records, supporting career development decisions, and ensuring transparent communication between senior management and organizational leadership.
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1. Review Period and Details: Specifies the time period covered by the review, review date, and details of the General Manager and their reviewer(s)
2. Performance Summary: Overall performance rating and executive summary of key achievements and areas for development
3. Key Performance Indicators (KPIs): Assessment of performance against previously agreed quantitative and qualitative KPIs
4. Strategic Leadership: Evaluation of strategic planning, vision setting, and execution of organizational objectives
5. Financial Management: Assessment of budget management, financial performance, and resource allocation
6. People Leadership: Evaluation of team management, staff development, and organizational culture impact
7. Operational Excellence: Assessment of operational efficiency, process improvements, and project delivery
8. Stakeholder Management: Evaluation of relationships with internal and external stakeholders
9. Goals and Development Plan: Setting of new objectives and development goals for the next period
10. Acknowledgment and Signatures: Space for both parties to acknowledge the review content and outcomes
1. Health and Safety Leadership: Specific section for industries where H&S is a critical component, evaluating compliance and safety culture leadership
2. Innovation and Digital Transformation: For organizations undergoing digital transformation or where innovation is a key strategic priority
3. Risk Management: For regulated industries or organizations with significant risk profiles
4. Environmental and Social Governance: For organizations with strong ESG focus or reporting requirements
5. Crisis Management: Assessment of handling specific crisis situations, included when significant events occurred during the review period
1. Schedule 1: KPI Metrics and Calculations: Detailed breakdown of KPI measurements, targets, and actual performance
2. Schedule 2: Financial Performance Details: Comprehensive financial metrics and analysis
3. Schedule 3: Team Performance Summary: Overview of direct reports' performance and team metrics
4. Schedule 4: Project Portfolio Status: Status update on major projects and initiatives
5. Appendix A: Self-Assessment Form: General Manager's self-evaluation responses
6. Appendix B: 360-Degree Feedback Summary: Anonymized feedback from peers, direct reports, and other stakeholders
7. Appendix C: Development Resources: Recommended training, coaching, or development opportunities
Authors
Relevant legal definitions
Clauses
Relevant Industries
Manufacturing
Retail
Financial Services
Technology
Healthcare
Education
Construction
Hospitality
Professional Services
Transport and Logistics
Energy
Telecommunications
Agriculture
Mining
Public Sector
Non-Profit Organizations
Relevant Teams
Human Resources
Executive Leadership
Board of Directors
People and Culture
Organizational Development
Talent Management
Legal
Company Secretariat
Relevant Roles
Chief Executive Officer
Human Resources Director
Board Member
Managing Director
General Manager
Chief Operating Officer
Head of Human Resources
Performance Management Specialist
HR Business Partner
Chief People Officer
Organizational Development Manager
Talent Management Director
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