Performance Appraisal Form Part B Please complete this form during your appraisal with your appraiser. Performance Appraisal Form Part BΔ First NameLast NameOrganisation/Division/ Department:Location/ Based atPositionRefYear or Period CoveredTime in Present PositionLength of ServiceAppraisal Date & TimeAppraisal VenueAppraiserPreviousNextDescribe the purpose of the appraisee’s job. Discuss and compare with self-appraisal entry in A1. Clarify job purpose and priorities where necessary.Has the past year been good/bad/satisfactory or otherwise for you, and why? – Review the completed discussion points in A2, and note the points of and action.What do you consider to be your most important achievements of the past year? -Review the completed discussion points in A2, and note the points of and action.What do you like and dislike about working for this organisation? – Review the completed discussion points in A2, and note the points of and action.What elements of your job do you find most difficult? -Review the completed discussion points in A2, and note the points of and action.What elements of your job interest you the most, and least? -Review the completed discussion points in A2, and note the points of and action.What do you consider to be your most important aims and tasks in the next year? – Review the completed discussion points in A2, and note the points of and action.What action could be taken to improve your performance in your current position by you, and your boss? – Review the completed discussion points in A2, and note the points of and action.What kind of work or job would you like to be doing in one/two/five years time? – Review the completed discussion points in A2, and note the points of and action.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. – Review the completed discussion points in A2, and note the points of and action.PreviousNextList 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) Compare with the self-appraisal in A3. Discuss and note points of significance, particularly training and development needs and wishes, which should be noted in B6. :PreviousNextScore 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. Compare scores with the self-appraisal in B4. Discuss and note agreed points training/development needs and wishes (to B6). 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):PreviousNextDiscuss and agree the appraisee’s career direction options and wishes, and readiness for promotion, and compare with and discuss the self-appraisal entry in A5. (Some people do not wish for promotion, but everyone is capable of, and generally benefits from, personal development – development and growth should be available to all, not just people seeking promotion). Note the agreed development aim(s):Discuss and agree the skills, capabilities and experience required for competence in current role, and if appropriate, for readiness to progress to the next role or roles. Refer to actions arising from B3 and the skill-set in B4, in order to accurately identify all development areas, whether for competence at current level or readiness to progress to next job level/type.) Note the agreed development areas:Discuss and agree the specific objectives that will enable the appraisee to reach competence and to meet required performance in current job, if appropriate taking account of the coming year’s plans, budgets, targets etc., and that will enable the appraisee to move towards, or achieve readiness for, the next job level/type, or if no particular next role is identified or sought, to achieve the desired personal growth or experience. These objectives must adhere to the SMARTER rules – specific, measurable, agreed, realistic, time-bound, ethical, recorded.Discuss and agree (as far as is possible, given budgetary, availability and authorisation considerations) the training and development support to be given to help the appraisee meet the agreed objectives above.Other issues (to be covered separately outside of this appraisal:PreviousNextAppraisee Signature Sign Here Date / TimeAppraiser Signature Sign Here Grade/recommendation/summary as applicable Previous Submit Form
Jack Ross Client PortalJack Ross Client Portal