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Performance appraisal managers checklist guide

Reviewed 13 March 2021

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.

Performance appraisal managers checklist

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
  • explain the stages of the interview
  • recap on the situation at the last (or interim) appraisal
  • state the benefits which you hope will

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