Performance appraisal toolkit

Now is the time when many businesses are either conducting annual employee appraisals, or preparing to do so in the new year. In this toolkit, you will find all of our documents relating to performance appraisals, to assist you in making this process run smoothly and have maximum benefit for all involved. 

In particular, our new 'The Appraisal Scheme – Manager’s Pack' is designed to help those conducting appraisals in how to carry them out, providing detailed guidance on the forms to be completed and the appraisal interview itself. 

What are performance appraisals?  

Appraisals are a traditional formal process used to review an employee’s performance over a set period of time.

The employee’s performance will, usually, be measured against a number of objectives that are discussed and agreed in advance of the period.

How to guide

• How to carry out performance appraisals

Training session and support materials

• Performance appraisals training session

• Performance appraisals - training supporting materials

Managers guide

• The Appraisal Scheme – Manager’s Pack

Policy design tip

• Performance appraisals

Policy

• Performance appraisal policy

Checklists

• Checklist for planning a performance appraisal

• Checklist for conducting a performance appraisal

Preparing for the appraisal

• Letter inviting employee to a formal performance appraisal meeting

• Letter rescheduling a formal performance appraisal meeting

• Employee preparation for appraisal form

• Form for a performance appraisal

• 360-degree appraisal feedback form

Holding the appraisal

• Form for a performance appraisal

• Performance appraisal objective review form

• Performance appraisal action plan

After the appraisal

• Letter to employee following a performance appraisal

• Feedback form for performance appraisal (Appraiser)

• Feedback form for performance appraisal (Appraisee)