Appraisal

Use appraisals as a means of formalising views of performance and development needs.

Appraisals in a hurry

Use this checklist as a quick reminder of the key things to remember for each appraisal

  • Obtain feedback from a representative group of people that the team memeber interacts with
  • Review each objective and assess performance, paying attention to both quantative and qualatative measures
  • Be clear on what could have been done differently or better
  • Draft appraisal
  • Review draft with team member particularly any sensitive points to ensure that the feedback is understood
  • Issue final version

Appraisal process flow
Employee Manager Obtain feedback from others Review each objective and performance Draft appraisal Review draft appraisal with team member Appraisal completed and filed

Appraisals in detail

The steps to successful appraisals:

  1. Obtain feedback from a representative group of people that the team memeber interacts with
  2. Review each objective and assess performance, paying attention to both quantative and qualatative measures
  3. Be clear on what could have been done differently or better
  4. Draft appraisal
  5. Review draft with team member particularly any sensitive points to ensure that the feedback is understood
  6. Issue final version
1. Obtain feedback from a representative group of people that the team memeber interacts with
  • Where possible talk to peers and the people who have been the primary recipients of the service
  • Seek evidence of an objective well executed and suggestions for improvement
2. Review each objective and assess performance, paying attention to both quantative and qualatative measures
  • Review each objective and be clear where it was achieved and where it wasn't
  • Assess the performance using unambiguous quantative maeasures where possible
  • Reivew using qualitative measures too
  • Try to steer the discussion in such a way that the end result is a desire to improve
3. Be clear on what could have been done differently or better
  • Discuss the outcomes and how they were achieved
  • Be clear on where improved performance is required and how
  • Explain where the way the objective was achieved could be improved
  • Agree the improvements required for the following period
4. Draft appraisal
  • Write the appraisal in concise and clear language
  • Keep it factual and avoid emotive language
  • Keep it balanced, highlighting positives and areas for improvement
5. Review draft with team member particularly any sensitive points to ensure that the feedback is understood
  • Go through each of the key points
  • Praise the good performance
  • Reiterate the desired changes for the future
  • Agree any final refinements
6. Issue final version
  • Issue the completed version
  • File for future reference