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.
- Includes Performance appraisal managers checklist form template + 15-minute call with an expert.
- Instantly download as Word / PDF / plain text, or send by email.
- 12 months’ access, with all updates to this page provided free of charge and notified to you.
- 504 words over 2 pages.
- Last updated 16/09/2025.
- UK-specific accuracy. Suitable for use in other territories; check local laws first.
- This Performance appraisal managers checklist form template will SAVE you up to 1 hour 30 mins drafting & research. Save cost. Reduce risk.
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
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Performance appraisal managers checklist form template
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.
Practical application of a Performance appraisal managers checklist form template
- The Performance appraisal managers checklist form template should be actioned / delivered as soon as reasonably practical.
Frequently Asked Questions about a Performance appraisal managers checklist form template
Frequently Asked Questions about a Performance appraisal managers checklist form template
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Can I use this template in my small business?
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 the Performance appraisal managers checklist form template compliant with 2026 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.
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Why should I use this, and not AI to generate this template?
The risk of using a free AI-generated template 'without review' includes your legal exposure, missing context, and no awareness of the wider process. Purchasing from us mitigates that risk.
