Staff appraisal example

1. Staff appraisal example
As a manager or leader you will no doubt have responsibility for undertaking staff
appraisals. If you have been appraised in the past by your manager it can appear easy and
it should be. So how can you make appraisals effective and powerful sources of staff
motivation?
Planning
Planning is the key to effective appraisal. Make sure that:
1. You schedule appraisal meetings at least two weeks before the appraisal date
2. You book a room for the appraisal
3. All of the pre-appraisal documentation goes out to the employee at least two weeks
before the appraisal with clear instructions on how to complete it. Within this
documentation include a draft agenda
4. You set time in your diary to carry out the pre-meeting work
5. You block out sufficient time for the appraisal in your diary. Ideally, I suggest that you
block out a minimum of 2 hours for the meeting and have a gap of at least 30 minutes
before the start time and your previous meeting
6. Re-familiarise with any company guidelines and training materials that might exist
Appraisal Meeting
The key to an effective appraisal meeting is to put the appraisee at ease. One of the
easiest ways of doing this is to spend a few minutes at the start chatting more generally
about how things are going in life. As the appraiser is important that:
1. You set the scene including being clear what the meeting is about and what it is not
about
2. At least 70% of the talking should be done by the appraisee not you
3. You give the appraisee the opportunity to give their own self assessment of their
performance before you
4. You don't interrupt them even if you don't agree with something they are saying

2. 5. When you are giving your feedback, you are as specific as possible and ideally include
examples to illustrate. For example, I notice that you are always really well prepared with
all the key information for your meetings with the divisional managers
6. You ensure that the appraisee is fully committed to and in agreement with objectives
for the next period
7. You spend time looking at the development needs and career plans
8. Make sure the appraissee is clear on the next steps and timescales
After The Appraisal Meeting
1. Produce a meeting note or completed summary
2. Provide two copies of the meeting note or completed summary and ask the appraisee to
sign and return one copy to you if they are in agreement that it accurately reflects what
was discussed and agreed
3. Make yourself available to discuss concerns that the appraisee might have about the
meeting note. It could be that you have misinterpreted something or incorrectly recorded
it
4. Set up a time to review progress on objectives
At the end of the day, a well planned and run appraisal meeting can have a powerful
motivational impact on your staff, so don't miss out on this opportunity.
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