Performance Appraisal Training Courses – How to complete an Appraisal Form

by ltconsulting on November 9, 2012

This one-day appraisal course will teach delegates how to raise the motivation of employees and improve performance through setting objectives; giving effective feedback and praise. Our performance management course also provides tips and techniques for managing conflict in appraisals as well as showing delegates how to write effective performance reviews quickly, easily and effectively.  Delegates who have taken our appraisal courses have gone on to see a dramatic increase in staff performance through applying the strategies they have learnt in the art of ‘appraising employees successfully’.

COMPLETING THE APPRAISAL FORM

Once the appraisal has finished the appraiser is given the opportunity to describe the individual’s performance in his/her own words. The style of appraisal report may be an essay or a report structured by a series of questions about the appraisal period, e.g. what have been the appraisee’s main achievements during the past year? There are many ways of grading performance and this method is called narrative report.

The advantages of narrative report appraisal are:

  • This method allows for a great deal of flexibility.

The disadvantages of narrative report appraisal are:

  • Comparisons between employees are difficult since there is no common set of appraisal factors.
  • It is highly dependent upon the literary skills of the appraiser
  • Comments made may be personal without appropriate evidence to back up any claims made

It is the responsibility of the appraiser to comment on employee’s performance and behaviour in a clear and factual way, and in a way which cannot be subject to negative scrutiny.

EXERCISE

Completing the appraisal form: The examples below are typical comments written on appraisal forms. Indicate whether you feel they are good or poor examples and rewrite those you consider to be poor examples.

  Good Example Poor Example
  1. 1.       Seems to have a good understanding of administration

 

 

 

   
  1. 2.       Spent time with her new employees and conducted regular performance reviews (on an informal basis) during their first year

 

 

 

   
  1. 3.       Is a warm, friendly type who enjoys a good chat. Has a good personality and is liked by most with whom he has contact

 

 

 

   
  1. 4.       Is a bit disorganised and needs to give clearer direction to his staff

 

 

 

   
  1. 5.       Must find the line between being friendly and professional.

 

 

 

   


WRITING UP THE APPRAISAL FORM: SUGGESTED ALTERNATIVES

  1. Seems to have a good understanding of administration
Has a very sound understanding of administration, demonstrated by the recent admin review where s/he made a significant contribution to developing new procedures

 

  1. Spent time with her new employees and conducted regular performance reviews (on an informal basis) during their first year.

 

This is fine: it gives examples.

 

  1. Is a warm, friendly type who enjoys a good chat. Has a good personality and is liked by most with whom he has contact.
He has developed good relationships with his colleagues and makes considerable efforts to communicate with everyone.

 

  1. Is a bit disorganised and needs to give clearer direction to his staff.

 

Organisation skills need to be developed: for example, in the recent changes made to the procedures, there was evidence of a lack of understanding on behalf of his staff in the month following introduction of the change.

 

  1. Must find the line between being friendly and professional.
Her staff find her approachable and open. However, Tracey agrees that she may need to ‘distance’ herself slightly from her staff – the recent performance problem with Nicola made her realise she may get too closely involved with personal problems.

 

SAMPLE APPRAISAL FORM

Name:

Meeting date:

  1 2 3 4
1 – PERFORMANCE

Quality of work/knowledge of job/planning and organisational ability

Comments:

 

 

 

 

 

 

 

       
2 – PERSONAL SKILLS

Communications ability/team work/adaptability/professionalism

Comments:

 

 

 

 

 

 

       
3 – PERSONAL DEVELOPMENT

Strengths & weaknesses/training and skills development

Comments:

 

 

 

 

 

       
4 – YEARLY OBJECTIVES

 

 

 

 

 

       
5 – ACTION PLAN        
ITEM                                              

 

ACTION     BY DATE

 

 

 

 

   

Signed by:…………………………………

Key to form:

  • Ratings – 1 = excellent; 2 = good; 3 = acceptable; 4 = below standard

Performance Appraisal Training Courses

When it comes to employee performance appraisals, setting SMART objectives and giving constructive feedback are essential skills for any manager and our appraisal training courses show delegates how to carry out appraisal and performance reviews successfully.

Course Dates

  • November 28, 2017
  • December 12, 2017
  • January 9, 2018
  • February 13, 2018
  • March 13, 2018
  • April 10, 2018

Who will benefit from the course?

Our appraisal training seminars enable delegates to understand the processes which will make them more effective and increase their confidence and sense of achievement. Anyone who needs to master the principles and practices of an effective performance review; including senior/junior managers, supervisors, training/hr managers, directors, administrative and technical staff.

What will delegates learn?

  • how to structure the interview
  • how to build rapport and relax the appraisee
  • how to avoid appraisal pitfalls
  • how to praise and criticise constructively
  • how to pre-empt and handle difficult situations
  • how to complete the appraisal form clearly and objectively
  • how to ensure great performance is maintained after the appraisal

In-Company Courses

Total Success have developed a series of in-house training modules. These are designed so that an organisation can pick the training which is more applicable to its own needs and budget. Please call us to discuss your specific requirements

Total Success Training Packs

Why use a total success training pack

If you are looking to run your own training course but lack the materials and the time to develop a fully functional training seminar we produce a range of training materials and packs which will suit your requirements exactly. All of our packs and been written by our own training experts and we can guarantee that the training pack will satisfy your course requirements. Each pack will contain a full set of PowerPoint training slides, trainer’s notes, a course manual, and a full set of handouts and activities.

We have been running our courses since 1995 and have trained 1000’s of people via open courses and in-company seminars. We guarantee that the course you buy is the one we train. All courses are trainer and trainee friendly so you’ll be up and running quickly (depending on your training experience).

We know how difficult it is to choose amongst the many training materials available on line, that’s why we have 3 packages that will suit you needs. With our gold, silver and bronze packages you can choose the training format that’s right for you and your budget. Call us 0044 (0)208 269 1177 to discuss your requirements or email us info@totalsuccess.co.uk

Related information

Total success training also produced a number of newsletter webpages that carry great information on all our training topics.  Below you will find a selection of related newsletter pages. You can click on any of the links and they will give you stacks of really interesting information relating to this subject t. If you like the content of these pages you can subscribe to our newsletter page and we will send you a newsletter every month. we update our pages very regularly so will always be more great information each time you log onto our site.

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