Downloadable and customisable documents relating to performance appraisals.
The Appraisal Scheme – Manager’s Pack
Feedback form for performance appraisal (appraisee)
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)
This form is for an appraiser to give feedback on the performance appraisal process, including any changes they would recommend.
Performance appraisal form (appraiser)
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
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
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.
Performance-related pay and incentive policy
Performance appraisal policy
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.
This questionnaire is designed to assist the process of identifying the current attributes and future potential of individuals.
Preparation for appraisal form (appraisee)
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.
Performance appraisal objective review form
This form can be used during a performance appraisal to assess whether agreed objectives have been met during the appraisal period, or whether these have been partially met. The form also allows the manager to confirm where a performance related bonus is payable.
Letter to employee following a performance appraisal
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
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.
Letter rescheduling a formal performance appraisal meeting
This letter can be used to reschedule a performance appraisal meeting, with options to confirm whether this was due to the employee or for unavoidable reasons relating to the organisation.
360-degree appraisal feedback form
This form can be used to gather feedback regarding an employees performance, as part of a 360 appraisal process.