PERFORMANCE PLANNING and REVIEW FORM

Section A – Personal Details

Section E – Rating Summary

Section B – Key Performance Indicators 

Section F – Career Development Actions

Section C – Living the Values

Section G – Final Comments/Approvals

Section D – Comments – Overall Performance

Smart Objectives

4

Performance Significantly above Expectations

• Performs above the required standard most of the time.
• Widely recognized as an exceptional and key contributor.
• Completes the task at hand – is a finisher.
• Develops ideas into action – makes things happen.  
• Performance is consistent, effective and efficient. 
• Anticipates issues and takes steps to address these even beyond area of responsibility.
• Takes time to coach and support others so that the wider team objectives can be achieved.
• Willingly takes on additional responsibility for the benefit of the team.
• Works collaboratively with others for the benefit of the Company/Division/Sector/Group.
• Makes sound decisions using balanced judgment.
• Exercises considerable initiative in getting the job done.
• Provides good leadership for immediate team in achieving performance objectives.
• Relationships are open, honest and productive.

3

Performance meets requirements

• Generally achieves performance objectives. 
• Quality and quantity of work generally meets the minimum standard required.
• Generally works well with wider team to achieve objectives.
• Exercises initiative in getting the job done.
• Minimum supervision required to ensure achievement of objectives.
• Takes ownership of area(s) of responsibility and follows through to ensure completion of assigned objectives.

2

Performance not fully up to requirements

• Achieves some performance objectives. 
• Quality and quantity of work requires overall improvement.
• Some supervision required to ensure achievement of objectives.
• Generally works well with wider team to achieve objectives but some improvement is needed.
• Guidance needed to deal with more complex or challenging situations. 
• Makes decisions that are sometimes not balanced or based on sufficient information. Can be indecisive at times. 
• Some valuable skills but greater technical and/or leadership depth needs to be developed.

1

Performance Below Expectations 

• Performance is considered to be below the required standard.  Output has to be constantly monitored. 
• Displays limited desire to improve. Prefers to continue doing things the way accustomed to with no desire to change. 
• Rarely seeks feedback or is unwilling to accept feedback.
• Work is of an inconsistent quality.
• Indecisive or exercises poor judgment in making decisions.