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Performance appraisal managers checklist form template

£ 9

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.

5 minute read • 1 May 2025
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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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What is this for?

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.

performance appraisal managers checklist form template