Staff appraisals, How to manage staff performance- A guide by citrusHR Consulting
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Transcript of Staff appraisals, How to manage staff performance- A guide by citrusHR Consulting
Staff Appraisals:How To Manage Staff Performance
A guide by:
1. Prepare for the meeting
©2015
33 If they’ve had an appraisal before, review any
notes you may have on file for the employee
33 Refresh your memory of the review period,
as this will help you to make a more rounded
decision over the long term – rather than their
performance just prior to their appraisal
33 Ask colleagues, who’ve worked closely with them,
their opinion on the employee’s performance
2. Send the form to your employee
33 Send an appraisal form to the employee and ask
them to complete a ‘self-review’
33 Give a deadline by which they should complete
their form; two weeks is recommended
33 Use the self-review to help create your feedback,
and prepare for the appraisal
©2015
3. Hold the appraisal meeting
33 Bring the staff appraisal form, and use it to
structure your meeting
33Discuss the comments that the employee will
have left you, giving constructive feedback
33Don’t shy away from any negatives, you need to
discuss areas of performance to be improved
33 Try to spend about half of the meeting looking
forward, discussing any training, development,
or objectives
33 Ask the employee if they have any questions, or
disagree with your comments
©2015
4. Complete the appraisal form
33 Update your appraisal document to reflect
any decisions made and agreed in
the meeting
33Draft an action plan for the employee’s
performance, showing the goals you have
both agreed to
33 Return it to the employee so that they can
make any final comments, and add
their signature
©2015
Don’t have an appraisal form?
Try to follow this format, with space for comments, name, signature, etc.:
©2015
Section Content/Questions
Activities and Achievements What have been their main achievements? What do they want to do more/less of?
Performance How do they rate their performance? What do they consider their strengths? What aren’t they so good at?
Training and Development Is there any training they need? Is there anything the company can do? What can their manager do?
General How would they see their role developing over the next 12 months? What are their longer term objectives?
Click here to find out more about how to manage appraisals.
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