A performance appraisal is a process for individual employees and those concerned with the individuals performance. The manager will arrange a meeting to discuss and evaluate their performance, during this meeting an appraisals needs to be constructive with developmental discussion between all parties. Managers should focus on supporting the individual to help them reach their potential. In order for performance appraisal to be effective there needs to be ongoing conversations and regular meetings that will contribute to the performance appraisal review, rather than waiting for an annual appraisal meeting.
Below is an example of a Performance Appraisal Form, this can be adapted accordingly.
Performance Appraisal Form
Staff member’s name
Job title
Manager’s name
Date of meeting
Date of last meeting
Date of next meeting
Review:
1. What was particularly successful during this review period?
2. What could have worked better and why?
3.How can things be improved?
Development:
1. Set specific objectives for next year and agree these during the review meeting. These should be
SMART targets.
1.
2.
3.
4.
5.
2. What support might you need to complete these objectives and from who?
3. FOR THE MANAGER
• What can I do to help you do your job?
• How can I improve the job itself?
• How can I improve how I work with you?
• How can I improve the effectiveness of our team?
Training, Development and Learning Plan:
1. What training, development and learning have been undertaken in the period of review?
What was the key learning? How did this impact on the job and how have you implemented this into the environment/practice?
2. List training, development and learning goals for next year. Identify the learning goals first and
then consider the different ways in which this learning may be achieved.
Staff member general comments:
Manager general comments:
Signatures
I confirm that this form contains a fair and accurate summary of our discussion or performance review.
Signed by member of staff:
PRINT NAME: DATE:
Signed by manager:
PRINT NAME: DATE: