Downloadable and customisable documents relating to performance appraisals.
Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)
Performance incentive plan policy
Performance review policy
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.
This questionnaire is designed to assist the process of identifying the current attributes and future potential of individuals.
Appraisal scheme pack
Feedback form for performance appraisal (appraisee)
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)
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
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
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
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.