Policy template pack · K to 12

Performance Management Policy Template Pack

Q: What exactly do I download?

One ZIP file with the 44-page policy in Word and PDF, the ten forms as a fillable PDF, a one-page Start Here guide and your licence. You can download it straight after checkout.

A fair, developmental and evidence based appraisal policy, ready to adopt. Everything your school needs to appraise, support and develop teachers well: a complete editable policy, a ten-standard rubric, ten fillable forms, worked examples and a first-term rollout guide. Personalise it in about two hours.

Buy now for $49 Look inside

Secure checkout · Instant download · Fully editable · Single-school licence

Performance Management Policy Template Pack cover with the policy, forms and rubric

What is inside

Everything you need to run appraisal well

A complete, editable policy
44 pages in Word and PDF with 15 policy sections, from purpose and principles to support plans, appeals, confidentiality and review.
Ten standards, four levels
A clear professional standards rubric (Ineffective, Developing, Skilled, Accomplished) with guidance on a fair overall judgement.
Ten fillable forms
Every form you need to run the cycle, in Word and as a fillable PDF with 352 fields, ready to complete on screen or print.
Three worked examples
A completed objective-setting form, lesson observation record and support plan, so reviewers see exactly what good looks like.
A leader toolkit
An adoption checklist for international schools and a reviewer calibration guide on bias, evidence and best fit.
A first-term rollout guide
Six practical steps to tailor, consult, approve, train reviewers, launch the cycle and check it is working.

Adopt it in one term · the six-step rollout guide

1TailorWeeks 1 to 2
2ConsultWeeks 2 to 4
3ApproveWeek 5
4Train reviewersWeeks 5 to 6
5Launch the cycleWeeks 6 to 8
6Embed and checkWeeks 9 to 14

Preview

Take a look inside

Real pages from the pack. Select any page to see it larger.

Sample pages

Table of contents

What the policy covers

The pack runs to 44 pages, with a separate fillable PDF of the ten forms. Each part is clearly signposted, with a contents page that links to every section.

Getting started

How to use this template
Important notice
The policy at a glance
Quick-start implementation guide
Adoption checklist for international schools

The policy: 15 sections

1. Purpose, aims and principles
2. Scope
3. Key terms
4. Roles and responsibilities
5. The annual cycle
6. Setting objectives
7. Lesson observation protocol
8. Learning walks and drop-ins
9. The professional standards rubric
10. Support plans and capability
11. Appeals
12. Confidentiality and records
13. Links to professional learning
14. Equality and well-being
15. Monitoring and review

Leader toolkit

Reviewer calibration guide

Appendices: ten editable forms

A. Objective-setting form
B. Lesson observation record
C. Learning walk record
D. Mid-year review
E. End-of-year appraisal statement
F. Teacher self-evaluation
G. Professional standards rubric
H. Support plan
I. Annual cycle timeline
J. Appeal form

Worked examples

K. Completed objective-setting form
L. Completed lesson observation record
M. Completed support plan

Who it is for

Built for the leaders who own appraisal

Yes, if you are:

A principal or head of school writing or replacing an appraisal policy
A deputy or assistant head responsible for teaching quality
An HR lead or governor who needs a fair, defensible process
A school preparing for inspection or accreditation

The policy puts development first. Teachers know what is being looked at, get prompt and useful feedback, and receive real support early when it matters. Reviewers share one rubric and one calibration process, so judgements are consistent across the school.

What you get

The 44-page policy in Word, fully editable
The same policy as a finished PDF
Ten forms as a fillable PDF with 352 fields
Three worked examples and a calibration guide
Adoption checklist and first-term rollout guide
One-page Start Here guide and licence

$49

Buy now

Secure checkout · Instant download · Fully editable · Single-school licence

Licence

Single-school licence

One purchase covers one school or one campus.

One school or campus
Each licence covers one school or one campus. A group of schools needs one licence for each school or campus.
Unlimited internal use
Edit, brand, print, copy and share the materials with your own staff and governors as often as you need.
No resale or sharing
No resale, redistribution or sharing outside the licensed school, in original or edited form.

Before you adopt

This pack is a professional template, not legal advice. Please obtain local HR or legal approval before adopting the capability and appeals sections, and check every timescale against your staff contracts and local labour law.

From our founder

Why I wrote this pack

I’m Jacques Tredoux. I have worked in education for more than twenty years, including more than a decade as a principal, and I have led schools in three countries and chaired international accreditation visiting teams. Appraisal works when teachers trust it. I wrote this policy so that schools can adopt a process that is fair, open and genuinely developmental, without starting from a blank page.

More about Jacques

Questions

Frequently asked questions

What exactly do I download?

One ZIP file with the 44-page policy in Word and PDF, the ten forms as a fillable PDF, a one-page Start Here guide and your licence. You can download it straight after checkout.

Is it fully editable?

Yes. The policy is a normal Word document. Every placeholder, such as [School Name], is highlighted so you can find and replace it in minutes, and every timescale in square brackets can be changed to suit your contracts.

Will it work for our curriculum?

Yes. It was written for international, British, American, IB and national schools from Kindergarten to Grade 12. The rubric describes teaching practice, not a particular curriculum.

Can we use it across our group of schools?

Each licence covers one school or one campus. For a group of schools, please buy one licence for each school or campus, or contact us and we will help.

Is this legal advice?

No. It is a professional template based on widely recognised good practice. Please obtain local HR or legal approval before adopting the capability and appeals sections, and check every timescale against your staff contracts and local labour law.

Can I see inside before I buy?

Yes. The previews on this page show real pages from the pack, including the contents, the rubric, a form and a worked example. If you have a question, email us or send a WhatsApp message.

Another question? Email info@northbeamleadership.com or send us a WhatsApp message.

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