Performance Review Management Template

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Ensure your employee performance reviews are timely, thorough, and effective with this comprehensive template. Designed for the financial services industry, this template guides Chief HR Officers through the entire process of managing performance reviews, from scheduling and criteria development to feedback sessions and progress monitoring.

By following the structured tasks and subtasks, you can streamline the performance review process, maintain compliance, and foster continuous employee development.

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Performance Review Management for Priority Matrix

Performance Review Management in Priority Matrix

Effectively manage and prioritize employee performance reviews in the financial services industry.

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Proposed Tasks

Critical & Immediate

  • Task 1: Set Performance Review Dates
    ☐ Create a schedule for performance reviews ☐ Coordinate with team leads ☐ Notify employees of their review dates
  • Task 2: Develop Review Criteria
    ☐ Establish performance metrics ☐ Consult with team leads on team-specific criteria
  • Task 9: Review Legal Compliance
    ☐ Ensure all performance reviews are conducted in a legally compliant manner

Critical & Not Immediate

  • Task 10: Prepare for Next Review Cycle
    ☐ Prepare for the next cycle based on learnings from the current one
  • Task 3: Conduct Performance Reviews
    ☐ Conduct one-on-one meetings ☐ Document feedback
  • Task 4: Analyze Performance Data
    ☐ Analyze data from performance reviews ☐ Identify areas for improvement

Not Critical & Immediate

  • Task 5: Provide Feedback to Employees
    ☐ Prepare individual feedback reports ☐ Conduct feedback sessions
  • Task 6: Update Employee Records
    ☐ Update records with performance review results

Not Critical & Not Immediate

  • Task 7: Plan Development Programs
    ☐ Design development programs based on review results ☐ Coordinate with training department
  • Task 8: Monitor Employee Progress
    ☐ Track progress of employees post-review ☐ Provide additional feedback and support as needed