Performance appraisal managers checklist form template
This document is a quick checklist for an appraiser and what they need to do in practice to make a Performance Development Review a success.
- 2 pages / 504 words
- Instantly download as Word / PDF / plain text
- Suitable globally (check local legislation)
Save 1 hour drafting time, and reduce your risk.
Performance appraisal managers checklist form
Preparation
1. Collect the information which you will require
- How they have performed against last years objectives?
- How they have managed their resources?
- Problems they have had, and how they have addressed these
- Their strengths and weaknesses
- Their likely training / development needs
- Any changes to their job / objectives through the year?
- Any problems with relationships?
- Evidence of self-development over the year
2. Prepare the Environment
- Choose an appropriate room
- Allocate enough time
- Inform the appraisee well in advance
- Ensure there will be no interruptions
3. Prepare the Appraisee
- Explain the appraisal process in advance
- Allow them time to adequately prepare
- Explain to them how to get the most from the appraisal interview
4. Reflect on the skills you require for effective appraisal interviewing
- Questioning, listening, giving and receiving feedback, problem solving, note taking, being fair
The Appraisal Interview
1. Introduction
- explain the purpose of the interview
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This Performance appraisal managers checklist form template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this Performance appraisal managers checklist form template for small businesses?
Yes. The Performance appraisal managers checklist form 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 Performance appraisal managers checklist form template compliant with 2025 UK employment law?
Absolutely. All 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 this Performance appraisal managers checklist form template 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 to the Performance appraisal managers checklist form template?
Yes. Once purchased, you'll be able to download the Performance appraisal managers checklist form template 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 a full HR toolkit, not just the Performance appraisal managers checklist form template?
If you're looking for broader support, we also offer toolkits and library bundles that include the Performance appraisal managers checklist form template along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need a complete HR library.
