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Model documents and policies

Downloadable and customisable documents relating to performance appraisals.

Performance incentive plan policy
Performance incentive plan policy
Last Modified
 
This policy explains how a performance incentive plan operates in the organisation, detailing how targets will be set, the amount of incentive an employee can expect to receive and when payment will be made. The policy also covers non-financial incentives and confirms who has responsibility for the incentive scheme.
Performance review policy
Performance review policy
Last Modified

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.

Appraisal scheme pack
Appraisal scheme pack
Last Modified

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.

Feedback for for performance appraisal (appraisee)
Feedback for for performance appraisal (appraisee)
Last Modified

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

Feedback form for performance appraisal (Appraiser)
Feedback form for performance appraisal (Appraiser)
Last Modified

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

Form for a performance appraisal
Form for a performance appraisal
Last Modified

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

Personal development plan
Personal development plan
Last Modified

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

Review of skills and personal characteristics
Review of skills and personal characteristics
Last Modified

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.

Skills profile
Skills profile
Last Modified

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

Training needs analysis form
Training needs analysis form
Last Modified

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.