Performance Appraisal Form Part A – Jack Ross Client Portal

First Name

Last Name

Line Manager Name

Last Name

Line Manager email

Organisation/Division/ Department:

Location/ Based at

Position

Ref

Year or Period Covered

Time in Present Position

Length of Service

Appraisal Date & Time

Appraisal Venue

Appraiser

State your understanding of your main duties and responsibilities.

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

What do you consider to be your most important achievements of the past year?

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

What elements of your job do you find most difficult?

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

What do you consider to be your most important aims and tasks in the next year?

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

What kind of work or job would you like to be doing in one/two/five years time?

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

List the objectives you set out to achieve in the past 12 months (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):

Score your own capability or knowledge in the following areas in terms of your current role requirements (1-3 = poor, 4-6 = satisfactory, 7-9 = good, 10 = excellent). If appropriate bring evidence with you to the appraisal to support your assessment. The second section can be used if working towards new role requirements.

1. Commercial Judgement

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

2. Product/ Technical Knowledge

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

3. Time Management

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

4. Planning, Budgeting and Forecasting

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

5. Reporting and Administration

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

6. Communication Skills

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

7. Delegation Skills

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

8. IT/ Equipment/ Machinery skills

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

9. Meeting Deadlines/ Commitments

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

10. Creativity

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

11. Problem-solving and Decision-making

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

12. Team-working and Developing Others

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

13. Energy, Determination and Work-Rate

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

14. Steadiness Under Pressure

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

15. Leadership and Integrity

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

16. Adaptability, Flexibility, and Mobility

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

17. Personal Appearance and Image

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

18. Corporate Responsibility and Ethics

Poor Excellent
0	1	2	3	4	5	6	7	8	9	10

Others (for current or new role):

Appraisal Report Feedback – comment below on anything you want to mention before your appraisal meeting

Considering 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.