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Values Based Performance Review for South Africa

Values Based Performance Review Template for South Africa

A Values Based Performance Review document, compliant with South African labor law, provides a structured framework for evaluating employee performance against organizational values and objectives. This comprehensive assessment tool integrates traditional performance metrics with value-based behavioral indicators, ensuring alignment with company culture while meeting the requirements of the Labour Relations Act and Employment Equity Act. The document facilitates fair, transparent, and consistent performance evaluation while promoting employee development and organizational value alignment within the South African business context.

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What is a Values Based Performance Review?

The Values Based Performance Review document serves as a critical tool in modern performance management within South African organizations. It is designed to comply with South African labor legislation, including the Labour Relations Act and Employment Equity Act, while fostering a values-driven organizational culture. This document is typically used during formal performance review periods (quarterly, bi-annual, or annual) to evaluate employees' performance not just against traditional metrics, but also against the organization's core values and cultural principles. The review process includes assessment of achievements, behavior alignment with company values, development needs, and goal setting. The document ensures that performance management processes are fair, transparent, and legally compliant while promoting employee development and organizational culture alignment.

What sections should be included in a Values Based Performance Review?

1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including positions and departments

2. Review Period: Specification of the time period covered by the performance review

3. Purpose and Scope: Overview of the review's objectives and the values-based approach to performance assessment

4. Core Organizational Values: List and description of the organization's core values against which performance is being measured

5. Performance Metrics: Specific metrics and indicators used to evaluate performance in relation to organizational values

6. Achievement Assessment: Evaluation of key achievements and alignment with organizational values during the review period

7. Areas for Development: Identification of development needs and opportunities for improvement

8. Goals and Objectives: Setting of new goals and objectives for the next review period

9. Employee Comments: Space for employee feedback and self-assessment

10. Reviewer Comments: Additional observations and feedback from the reviewer

11. Acknowledgment and Signatures: Formal acknowledgment of the review by all parties

What sections are optional to include in a Values Based Performance Review?

1. Peer Feedback: Incorporation of feedback from colleagues and team members, useful for more comprehensive 360-degree reviews

2. Career Development Plan: Detailed plan for professional growth and advancement, recommended for senior positions or high-potential employees

3. Compensation Review: Discussion of salary adjustments or bonuses, included when performance review is linked to compensation decisions

4. Project-Specific Assessment: Detailed evaluation of specific projects or initiatives, relevant for project-based roles

5. Cultural Fit Assessment: Specific evaluation of how well the employee embodies and promotes company culture, useful for leadership positions

6. Client/Stakeholder Feedback: Incorporation of external feedback, relevant for customer-facing roles

What schedules should be included in a Values Based Performance Review?

1. Schedule A: Performance Rating Scale: Detailed explanation of the rating system used in the review

2. Schedule B: Values Competency Framework: Detailed breakdown of how each organizational value translates into observable behaviors and competencies

3. Schedule C: Development Resources: List of available training, mentoring, and development resources

4. Appendix 1: Self-Assessment Form: Template for employee self-evaluation prior to the review

5. Appendix 2: Action Plan Template: Template for documenting specific actions and timelines for development goals

6. Appendix 3: Values Demonstration Examples: Examples of how organizational values can be demonstrated in different roles

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

South Africa

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions






























Clauses

























Relevant Industries

Financial Services

Technology

Manufacturing

Healthcare

Retail

Education

Professional Services

Mining

Telecommunications

Public Sector

Non-Profit

Construction

Agriculture

Energy

Transportation

Relevant Teams

Human Resources

Operations

Finance

Information Technology

Sales

Marketing

Research and Development

Customer Service

Quality Assurance

Production

Legal

Administration

Strategy and Planning

Supply Chain

Business Development

Relevant Roles

Chief Executive Officer

Department Manager

HR Director

Line Manager

Team Leader

Project Manager

Senior Executive

Professional Staff

Administrative Officer

Technical Specialist

Sales Representative

Customer Service Representative

Operations Manager

Finance Manager

Research and Development Engineer

Marketing Coordinator

Quality Assurance Specialist

Business Analyst

Human Resources Officer

Production Supervisor

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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