Before you start
- You've completed Developmental Conversations, the essentials series module 1 training
- You've read the policy
- You’ve read the additional guidance about appraisals during lockdown
- That you're aware of any department plans, objectives and priorities that will affect the member of staff.
- 1. Two weeks to go - Prepare the appraisal
Two weeks before the review, send the relevant form to the person going through the appraisal.
Make sure that plenty of time has been set aside and that your space is private and will be free of interruptions.
Select the appropriate system or review document:
Ask the person you are appraising to complete part A of the review document. They should return it at least one week before the meeting.
They may also submit any of the following:
- A current job description
- A list of responsibilities
- A summary of any significant changes to their CV that have occurred since the last review.
- 2. One week to go - Prepare the appraisal
Read through the returned information. You may find it helpful to meet briefly with the person you are appraising so you are both clear about the purpose and the range of issues you will discuss in the appraisal.
Ensure that there is opportunity for two-way discussion and feedback. Plan how you'll discuss achievements against objectives, agree forthcoming objectives, development needs, career aspirations, future career plans and any other issues.
- 3. The appraisal meeting
- achievements against objectives
- future career plans, development needs and any other issues.
Discuss and agree objectives for the next review period.
When the meeting finishes you should both have an understanding of what needs to be done by each of you.
- 4. After the appraisal
Complete and sign part B and part C of the appraisal form and send it to the appraisee. This must be done within 10 days of the review meeting.
Ask your appraisee to consider the content of the form.
- If they agree with the content, they should print and sign the form and return it to you.
- If they suggest amendments which you are happy to incorporate, update the form and send it back to them.
- If the appraisee disagrees with the content and you cannot resolve their concerns, you should advise them to complete an appeal form (part D) and submit this to your own line manager within 10 working days.
You or a nominated administrator should record that the appraisal has been completed in MyHR or PAR.
Ensure that the appraisal review form is stored securely within your department and is only to accessible to you, the appraisee, the head of department or the head of section, where they are not the appraiser.
You are encouraged to meet your appraisee informally through the year to discuss their progress against objectives and the outcome of training and development activity, as appropriate.