Performance appraisals

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Model documents and policies

Downloadable and customisable documents relating to performance appraisals.
Table of contents

Forms

Word

Appraisal scheme pack

 (67 KB)
Last Modified: 01 Jun 2013
Give this pack to line managers to help them prepare for annual appraisal interviews. The pack contains manager guidance notes, a self-assessment form for the employee, and an appraisal interview report sheet.
Word

Feedback form for performance appraisal (Appraisee)

 (54 KB)
Last Modified: 01 Jun 2013
This form is for an appraisee to give feedback on the performance appraisal process, including any changes they would recommend.
Word

Feedback form for performance appraisal (Appraiser)

 (54 KB)
Last Modified: 01 Jun 2013
This form is for an appraiser to give feedback on the performance appraisal process, including any changes they would recommend.
Word

Form for a performance appraisal

 (54 KB)
Last Modified: 01 Jun 2013
This form is to record a performance appraisal meeting, including the objectives, current performance, competencies, and actions and training agreed for the next period.
Word

Personal development plan

 (55 KB)
Last Modified: 01 Jun 2013
Use this form to record an employee's agreed personal development plan after a performance review meeting or appraisal.
Word

Review of skills and personal characteristics

 (52 KB)
Last Modified: 01 Jun 2013
Use this document to benchmark how a jobholder sought to fulfill their objectives. Comment against each of the job relevant characteristics denoting Strengths (+) or Areas for Development (-) supplemented by examples.

Policies

Word

Performance incentive plan policy

 (55 KB)
Last Modified: 01 Jun 2013
This policy explains how a performance incentive plan operates in the organisation, detailing how targets will be set, the amount of incentive an employee can expect to receive and when payment will be made. The policy also covers non-financial incentives and confirms who has responsibility for the incentive scheme.
Word

Performance review policy

 (58 KB)
Last Modified: 01 Jun 2013
This policy outlines the process to be followed when carrying out a performance review. The policy details the benefits of appraisal, when appraisal interviews should take place and sets out the three stages of the appraisal process that should be followed by the appraiser, including the paperwork that needs to be completed.

Questionnaires

Word

Skills profile

 (54 KB)
Last Modified: 01 Jun 2013
This questionnaire is designed to assist the process of identifying the current attributes and future potential of individuals.