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Model documents and policies

Downloadable and customisable documents relating to performance appraisals.

Form

Appraisal scheme pack

Appraisal scheme pack

Appraisal scheme pack
Last Modified
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.
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Form for a performance appraisal

Form for a performance appraisal

Form for a performance appraisal
Last Modified

This form is to record a performance appraisal meeting, including the objectives, current performance, competencies, and actions and training agreed for the next period.

Previously modified

Personal development plan

Personal development plan

Personal development plan
Last Modified

Use this form to record an employee's agreed personal development plan after a performance review meeting or appraisal.

Previously modified

Review of skills and personal characteristics

Review of skills and personal characteristics

Review of skills and personal characteristics
Last Modified

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.

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Employee preparation for appraisal form

Employee preparation for appraisal form

Employee preparation for appraisal form
Last Modified

This form can be provided to an employee in advance of the performance appraisal meeting. The form encourages the employee to consider questions which will be raised during the meeting, including where they have performed well and if any additional support is needed to improve their performance.

Letter

Letter to employee following a performance appraisal

Letter to employee following a performance appraisal

Letter to employee following a performance appraisal
Last Modified

Following a performance appraisal meeting, this letter can be used to confirm whether the employee met their objectives, how this affects any performance-related bonus and whether a capability process will be commenced. The letter also encloses additional documents for the employee to review and sign.

Letter inviting employee to a formal performance appraisal meeting

Letter inviting employee to a formal performance appraisal meeting

Letter inviting employee to a formal performance appraisal meeting
Last Modified

This letter can be used to invite an employee to a formal performance appraisal meeting to review whether they have met their objectives and to agree future targets. The letter includes a deadline for the employee to complete and return their preparation for appraisal form.

Policy

Performance-related pay and incentive policy

Performance-related pay and incentive policy

Performance-related pay and incentive policy
Last Modified
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.
Previously modified

Performance appraisal policy

Performance appraisal policy

Performance appraisal policy
Last Modified

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.

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Questionnaire

Skills profile

Skills profile

Skills profile
Last Modified

This questionnaire is designed to assist the process of identifying the current attributes and future potential of individuals.

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