Sample Performance Appraisal Form And Guidelines

If you want to have a meaningful performance appraisal discussion with your employee, your documentation should support the conversation. A sample performance appraisal form and guidelines are covered here.

A well structured performance appraisal form is an essential part of the the performance review process.

A key point to remember is:

A performance appraisal interview is only beneficial if the employee is motivated to improve or exceed on his/her current performance after the interview.

As a manager, it is your job to create the right conditions for successful performance appraisals. Ask yourself the following questions:

  • Is there is a climate of trust and openness in the business, so that honest dialogue can occur? If this isn't present, then work on improving your communications first. Click here to learn more.
  • Do you back up the performance appraisal process with regular informal coaching and feedback sessions through the year?
  • Do you measure performance against goals that are SMART - specific, Measurable, Achievable, Relevant and Time-framed?
  • Do you plan and prepare before the employee appraisal interview?
  • Is the review like a rubber stamp on what has been discussed through the year? there should be no surprises!
  • Is documentation around the process an aid or a hindrance?
  • Is the employee given a chance to contribute equally by completing a self-appraisal of his/her performance?

Don't let all these criteria put you off the process! Performance appraisal systems do work, if you take it step by step and you make sure all the pieces of the jigsaw are in place.

Click on the ADD TO CART button below to download a FREE sample performance appraisal form.

The form contains an assessment against 1) Company Values and 2) Competencies for a typical management role.

Decide what company values are important in your business. Look at the different functions and decide what competencies are necessary for each job role.

The more you involve the employees in this work, the more effective your appraisal system will be.

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