Appraisal

Org/division/dept:

Location/based at:

Name

Position:

Ref:

Year or period covered:

Time in present position:

Length of service:

Appraisal date & time:

Appraisal venue:

Appraiser:

Part A

Appraisee to complete before the interview and return to the appraiser by (date)

A1

State your understanding of your main duties and responsibilities.

A1: State your understanding of your main duties and responsibilities.

A2

Discussion points:

1. Has the past month been good/bad/satisfactory or otherwise for you, and why?

2. Has the past week and a half been good/bad/satisfactory or otherwise and why?

3. What do you consider to be your most important achievements of the past month?

3. What do you consider to be your most important achievements of the past week?

4. What do you like and dislike about working for this organisation?

5. What elements of your job do you find most difficult?

6. What elements of your job interest you the most, and least?

7. What do you consider to be your most important aims and tasks in this month under review?

8. What action could be taken to improve your performance in your current position by you, and your manager?

9. What tasks would you want to be engaged in next month?

10. What sort of training/experiences would benefit you in the next month? Not just job-skills - also your natural strengths and personal passions you'd like to develop - you and your work can benefit from these.

A3

List the objectives you set out to achieve in the past month and last week (or the period covered by this appraisal) with the measures or standards agreed - against each comment on achievement or otherwise, with reasons where appropriate. Score the performance against each objective (1-3 = poor, 4-6 = satisfactory, 7-9 = good, 10 = excellent):

Objective

Measure/standard

Score

Comment

Objective

Measure/standard

Score

Comment

Objective

Measure/standard

Score

Comment

A4

Score your own capability or knowledge in the following areas in terms of your current role requirements (1-4 = poor, 5-7 = satisfactory, 8-9 = good, 10 = excellent). If appropriate bring evidence with you to the appraisal to support your assessment.

1. commercial judgement

2. product/technical knowledge

3. time management

4. planning, budgeting and forecasting

5. reporting and administration

6. communication skills

7. delegation skills

8. IT/equipment/machinery skills

9. meeting deadlines/commitments

10. creativity

11. problem-solving and decision-making

12. team-working and developing others

13. energy, determination and work-rate

14. steadiness under pressure

15. leadership and integrity

16. adaptability, flexibility, and mobility

17. personal appearance and image

corporate responsibility and ethics

19. Revenue targets

20. Punctuality

21. Commitment

A5

In light of your current capabilities, your performance against past objectives, and your future personal growth and/or job aspirations, what activities and tasks would you like to focus on during the next year. Again, also think of development and experiences outside of job skills - related to personal aims, fulfilment, passions.

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A6

List and describe all projects you have personally embarked on in the month under month under review. Please describe project in detail using the S.M.A.R.T. approach. It is important to attach all relevant documents to this appraisal as uploads.

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A7

Present financial target data and how various day to day and weekly targets were achieved for the month under review. Please indicate total expenditure versus revenue generated from your personal projects and how these projects fed into the company financial targets

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Part A

Appraisee to complete before the interview and return to the appraiser by (date)

A1

State your understanding of your main duties and responsibilities.

A2

Discussion points:

A3

A4

Score your own capability or knowledge in the following areas in terms of your current role requirements (1-4 = poor, 5-7 = satisfactory, 8-9 = good, 10 = excellent). If appropriate bring evidence with you to the appraisal to support your assessment.

A5

A6

List and describe all projects you have personally embarked on in the month under month under review. Please describe project in detail using the S.M.A.R.T. approach. It is important to attach all relevant documents to this appraisal as uploads.

A7

Present financial target data and how various day to day and weekly targets were achieved for the month under review. Please indicate total expenditure versus revenue generated from your personal projects and how these projects fed into the company financial targets

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