Downloadable and customisable documents relating to performance appraisals.


This policy outlines the process to be followed when carrying out a performance review. The policy details the benefits of appraisal, when appraisal interviews should take place and sets out the three stages of the appraisal process that should be followed by the appraiser, including the paperwork that needs to be completed.

Give this pack to line managers to help them prepare for annual appraisal interviews. The pack contains manager guidance notes, a self-assessment form for the employee, and an appraisal interview report sheet.

This form is for an appraisee to give feedback on the performance appraisal process, including any changes they would recommend.

This form is for an appraiser to give feedback on the performance appraisal process, including any changes they would recommend.

This form is to record a performance appraisal meeting, including the objectives, current performance, competencies, and actions and training agreed for the next period.

Use this form to record an employee's agreed personal development plan after a performance review meeting or appraisal.

Use this document to benchmark how a jobholder sought to fulfill their objectives. Comment against each of the job relevant characteristics denoting Strengths (+) or Areas for Development (-) supplemented by examples.

This questionnaire is designed to assist the process of identifying the current attributes and future potential of individuals.

This form can be used during a discussion with an employee about their tasks within their current role and whether any learning needs can be identified that may be fulfilled with further training.