Individual Performance Objective Setting Agreement template
Our Individual Performance Objective Setting Agreement template facilitates setting clear, measurable goals, enhancing accountability and alignment with organisational objectives.
- 2 pages / 273 words.
- Last updated 16/09/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Individual Performance Objective Setting Agreement
Employee Name: [Insert Employee Name]
Position/Job Title: [Insert Employee Position/Job Title]
Department: [Insert Department Name]
Review Period: [Insert Review Period, e.g., Quarterly, Semi-Annually, Annually]
1. Objective Title:
[Insert Title of the Performance Objective]
2. Objective Description:
[Describe the objective in detail, including the desired outcomes and its relevance to the employee's role and the organisation's goals]
3. Key Result Areas (KRAs):
- [KRA 1]
- [Specific tasks or responsibilities related to KRA 1]
- [Measurable targets or outcomes]
- [KRA 2]
- [Specific tasks
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The Individual Performance Objective Setting Agreement is designed to facilitate the establishment of clear and measurable goals for employees. It provides a structured framework for managers and employees to collaboratively define performance objectives aligned with organisational priorities and individual development needs.
This template enables organisations to enhance employee performance by setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) objectives that serve as benchmarks for evaluation and feedback.
By outlining expectations and aligning individual goals with broader organisational objectives, it promotes accountability, motivation, and productivity in the workplace.
It is usually delivered to the Employee by the Employer / HR.
It should be actioned regularly (6 / 12 months).
Compliance
Compliance
This Individual Performance Objective Setting Agreement template incorporates relevant UK laws and HR standards, including those listed below:
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Alignment with Organisational Goals: Ensure that performance objectives are aligned with the overall goals and objectives of the organisation to drive strategic outcomes.
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SMART Criteria: Utilise the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) criteria when setting objectives to ensure they are clear, achievable, and measurable.
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Regular Monitoring and Feedback: Establish a system for regular monitoring of progress towards objectives and provide constructive feedback to employees to support their development and performance improvement.
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Flexibility and Adaptability: Maintain flexibility in the objective-setting process to allow for adjustments based on changing circumstances, priorities, or individual development needs.
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Development Focus: Incorporate opportunities for skill development, learning, and growth within performance objectives to support employee development and career progression.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Individual Performance Objective Setting Agreement template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
