Conduct an appraisal

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Slides to accompany a bite-size training session on how to have a performance appraisal conversation. Full training materials including Session Leaders Notes, Delegate Workbook and any Activity handouts can be purchased licence-free from http://www.power-hour.co.uk/trainingmaterialsshop. Prices start from £30 + VAT

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Conduct an appraisal

  1. 1. Conduct an Appraisal Conduct an Appraisal
  2. 2. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 By the end of the Power Hour you will be able to: Identify the characteristics of effective appraisals Describe a useful structure for the appraisal discussion Recognise the skills of effective appraisals. Suggest how appraisals can be followed up to maximise their impact.
  3. 3. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Characteristics of Effective Appraisals Effective Appraisals Fair Cover whole job Cover whole period Equal input from both parties Confidential Constructive Past and future focussed Open- minded Structured Not rushed Are followed up
  4. 4. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Structuring an Appraisal Conversation •Putting the individual at ease •Building rapport •Explaining what will happen Introduction •Review performance against previous objectives, standards or competences •Review of WHOLE period •Presentation of evidence by both parties •Two-way discussion to explore & understand viewpoints Past Performance •Discussion of business/team objectives and goals for the coming year •Identify the individual's own career aspirations •Agreement of any gaps in performance that need to be addressed Future Plans •Setting development objectives to address gaps and move towards aspirations •Allocation of specific duties •Agreeing review dates for follow up •Completion of paperwork Next Steps
  5. 5. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Tips for Each Stage Introduction Past Performance Future Plans Next Steps
  6. 6. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Tips for Each Stage Introduction Past Performance Future Plans Next Steps • Say thank-you • Check that the other person is comfortable • Explain that the purpose of the meeting is:  to have an open and honest conversation about performance and behaviours demonstrated  to identify strengths and development areas in terms of performance and behaviours  to agree a development plan • Explain how long the meeting will be, its structure, and what the outputs will be
  7. 7. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Tips for Each Stage Introduction Past Performance Future Plans Next Steps • Find out how the individual feels the last 6/12 months have gone • Ask them what has gone well/what are they proud of • Ask them what has not gone so well or what difficulties they have faced • Provide feedback based on your own observations or other evidence • Engage in a two-way discussion about this evidence and the reasons for it • Explore reasons for any differences of opinion • Make notes about what is said and specific examples that are shared • If appropriate, agree performance ratings for each area
  8. 8. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Tips for Each Stage Introduction Past Performance Future Plans Next Steps • Explain the goals/plans/objectives of the department/business, and what this means for the individual • Highlight any areas of underperformance that need to addressed • Ask the individual about their career aspirations, or things they would like to do • Prioritise development areas based on relevance to the business
  9. 9. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Tips for Each Stage Introduction Past Performance Future Plans Next Steps • Agree 3 or 4 specific (SMART) development objectives • Assign responsibilities and deadlines and review dates • Agree when the paperwork/forms will be signed off by both parties • Complete the paperwork/forms • Put review dates in your diary • Review development actions and modify them if necessary
  10. 10. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Key Appraisal Skills
  11. 11. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 3 Golden Rules 1. Praise should be given and concerns should be addressed as soon as they occur, as 2. Performance appraisal is just PART of performance management, so 3. There should be NO SURPRISES at an appraisal.
  12. 12. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Set SMART Development Goals SMART Goals Specific Measurable Achievable Relevant Time Bound
  13. 13. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 Make it Work at Work What are you going to DO as a result of this Power Hour Session?
  14. 14. Conduct an Appraisal Http://www.power-hour.co.uk – Bite Size Training Materials 2013 These slides have been produced as an optional resource to support a Bite-Size Training session on this subject. A full set of materials, including detailed Session Leader’s Guide, Delegate Workbook and supporting activities can be purchased from our Training Shop Our Training materials are licence-free, but are for use by the purchaser only. They CANNOT be passed or sold on.

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