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

1. Conduct an Appraisal
Conduct an Appraisal

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. 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. 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. 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. 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. 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. 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. 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. Conduct an Appraisal
Http://www.power-hour.co.uk – Bite Size Training Materials 2013
Key Appraisal Skills

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. 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. 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. 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.