A1. location/based at:
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org/division/dept:
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| name: position:
age: |
year or period covered: time in present position: length
of service:
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appraisal date & time: appraisal venue:
appraiser:
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Part A Appraisee to complete before the interview and return to the
appraiser by (date)
A2 1. State your understanding of your main duties and
responsibilities.
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2. What do you consider to be your most important
achievements of the past year?
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3. What do you like and dislike about working for this
organisation?
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4. What elements of your job do you find most
difficult?
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5. What elements of your job interest you
the most, and least?
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6. What do you consider to be your most important tasks
in the next year?
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7. What action could be taken to improve your
performance in your current position by you, and your boss?
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8. What kind of work or job would you like to be doing
in one/two/five years time?
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9. What sort of training/experience would benefit you
in the next year?
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A3 List the objectives you set out to achieve in the
past 12 months (or the period covered by this appraisal)
with the measures or standards agreed - against each comment on
achievement or otherwise, with reasons
where appropriate. Score the performance against each objective (1-3 =
poor, 4-6 = satisfactory, 7-9 = good, 10 = excellent):
objective measure/standard score comment
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A4 Score your own capability or knowledge in the
following areas in terms of your current role requirements (1- 3 = poor,
4-6 = satisfactory, 7-9 = good, 10 = excellent). If appropriate bring
evidence with you to the appraisal to support your assessment. The
second section can be used if working towards new role requirements.
- commercial judgement
- product/technical knowledge
- time management
- planning, budgeting and forecasting
- reporting and administration
- communication skills
- delegation skills
- IT/equipment/machinery skills
- meeting deadlines/commitments
- creativity
- problem-solving and decision-making
- team-working and developing others
- energy, determination and work-rate
- steadiness under pressure
- leadership and integrity
- adaptability, flexibility, and mobility
- personal appearance and image
- 18. others (for current or new role):
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A5 In light of your current capabilities,
your performance against past objectives, and your future personal
growth and/or job aspirations, what activities and tasks would you like
to focus on during the next year.
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Part B To be completed during the appraisal by the appraiser - where
appropriate and safe to do so, certain items can completed by the appraiser
before the appraisal, and then discussed and validated or amended in
discussion with the appraisee during the appraisal.
B1 Describe the purpose of the appraisee's
job. Discuss and compare with self-appraisal entry in A1. Clarify job
purpose and priorities where necessary.
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B2 Review the completed discussion points
in A2, and note the points of and action.
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B3 List the objectives that the appraisee
set out to achieve in the past 12 months (or the period covered by this
appraisal - typically these objectives will have been carried forward
from the previous appraisal record) with the measures or standards
agreed - against each comment on achievement or otherwise, with reasons
where appropriate. Score the performance against each objective (1-3 =
poor, 4-6 = satisfactory, 7-9 = good, 10 = excellent). Compare with the
self-appraisal in A3. Discuss and note points of significance,
particularly training and development needs and wishes, which should be
noted in B6.
objective measure/standard self-score/app'r score comment
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B4 Score the appraisee's capability or knowledge in the following areas in
terms of their current (and if applicable, next) role requirements (1-3 =
poor, 4-6 = satisfactory, 7-9 = good, 10 = excellent). If appropriate
provide evidence to support your assessment. The second section can be used
for other criteria or if the appraisee is working towards new role
requirements. Compare scores with the self-appraisal in B4. Discuss and note
agreed points training/development needs and wishes (to B6).
- commercial judgement
- product/technical knowledge
- time management
- planning, budgeting and forecasting
- reporting and administration
- communication skills
- delegation skills
- IT/equipment/machinery skills
- meeting deadlines/commitments
- creativity
- problem-solving and decision-making
- team-working and developing others
- energy, determination and work-rate
- steadiness under pressure
- leadership and integrity
- adaptability, flexibility, and mobility
- 17. personal appearance and image
B5 Discuss and agree the appraisee's career
direction options and wishes, and readiness for promotion, and compare
with and discuss the self-appraisal entry in A5. (Some people do not
wish for promotion, but everyone is capable of, and generally benefits
from, personal development - development and growth should be available
to all, not just people seeking promotion). Note the agreed development
aim(s):
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B6 Discuss and agree the skills,
capabilities and experience required for competence in current role, and
if appropriate, for readiness to progress to the next role or roles.
Refer to actions arising from B3 and the skill-set in B4, in order to
accurately identify all development areas, whether for competence at
current level or readiness to progress to next job level/type.) Note the
agreed development areas:
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B7 Discuss and agree the specific
objectives that will enable the appraisee to reach competence and to
meet required performance in current job, if appropriate taking account
of the coming year's plans, budgets, targets etc., and that will enable
the appraisee to move towards, or achieve readiness for, the next job
level/type, or if no particular next role is identified or sought, to
achieve the desired personal growth or experience. These objectives must
adhere to the SMARTER rules - specific, measurable, agreed, realistic,
time-bound, enjoyable, recorded.
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B8 Discuss and agree (as far as is
possible, given budgetary, availability and authorisation
considerations) the training and development support to be given to help
the appraisee meet the agreed objectives above.
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B9 Any other issues (to be covered
separately outside of this appraisal):
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Signed and dated by appraisee: and
by appraiser:
Grade/recommendation/summary as applicable:
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