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Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)

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Model documents and policies

Downloadable and customisable documents relating to performance appraisals.

Form

Feedback form for performance appraisal (appraisee)
Feedback form for performance appraisal (appraisee)
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Previously modified

This form is for an appraisee to give feedback on the performance appraisal process, including any changes they would recommend.

Feedback form for performance appraisal (Appraiser)
Feedback form for performance appraisal (Appraiser)
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Previously modified

This form is for an appraiser to give feedback on the performance appraisal process, including any changes they would recommend.

Form for a performance appraisal
Form for a performance appraisal
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Previously 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.

Personal development plan
Personal development plan
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Previously modified

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

Review of skills and personal characteristics
Review of skills and personal characteristics
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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.

Appraisal scheme pack
Appraisal scheme pack
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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.

Policy

Performance review policy
Performance review policy
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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.

Performance incentive plan policy
Performance incentive plan policy
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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.

Questionnaire

Skills profile
Skills profile
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Previously modified

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