performance appraisal form template - Get as DOC by Q7FZLLB

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									Based on the work of Alan Chapman: http://www.businessballs.com/

Performance Appraisal Form: part A: Employee

Name                                 Key Duties / roles

Appraisal date                       Appraisal time                   Appraisors



Please complete before the interview and return to Head of Libraries by Friday 9th April 2010

A1 State your understanding of your main duties and responsibilities.




A2 Discussion points:

   1. Has the past year been good/bad/satisfactory or otherwise for you, and why?




   2. What do you consider to be your most important achievements of the past year?




3. What do you like and dislike about working for this organisation




4. What elements of your job do you find most difficult?




5. What elements of your job interest you the most, and least?




6. What do you consider to be your most important aims and tasks in the next year?
Based on the work of Alan Chapman: http://www.businessballs.com/

7. What action could be taken to improve your performance in your current position by you, and
by management?




8. What other tasks or duties would you like to try in the next reallocation of duties?




9. What kind of work or job would you like to be doing in one/two/five years time?




10. What sort of training/experiences would benefit you in the next year? Not just job-skills - also
your natural strengths and personal passions you'd like to develop - you and your work can
benefit from these.




A3 Objectives:

Teamleaders: Consider the objectives and performance targets identified in your quarterly
report. Comment on achievement or otherwise, with reasons where appropriate. Score you
performance from 1 -3: 1 needs improvement, 2 perfectly adequate, 3 being excellent.

Everyone else: Consider your objectives or performance targets this past 9 months and list
them below with a score on the same 1 -3 scale outlined above.

                                                                                Your      Managers
Objective or performance measure                                                score      score
Based on the work of Alan Chapman: http://www.businessballs.com/




A4 Capability and knowledge:

Score your own capability or knowledge in the following areas in terms of your current role
requirements. If appropriate bring evidence with you to the appraisal to support your assessment.

        1   =   little or no competence, OR never meets the standard,
        2   =   some competence, but below the required level OR sometimes meets the standard,
        3   =   competence at required level for role OR Often meets the standard,
        4   =   competence exceeds level required for role OR always meets the standard.

Skills and work competency areas                                        Your    Managers   Agreed
                                                                        score    score     relevance

1        Using and developing my knowledge

2        Researching, investigating and problem-solving

3        Communicating outwardly: face-to-face, phone, email, etc

4        Listening and interpretation, establishing rapport,
         understanding needs

5        Developing solutions and agreeing things with people

6        Financial understanding and commercial ability

7        Speaking and presenting to groups

8        Helping or coaching or teaching or training others

9        Using information and communications technology (ICT or
         IT).

10       Technical appreciation and use of
         equipment/tools/machinery for my area and related areas.

11       Understanding and making the most of my relationships
         with people and groups.

12       Industry awareness and consideration of outside factors
         which impact on libraries in planning, decision-making,
         etc.

13       Taking initiative and responsibility, e.g., decision-making,
         project management, running meetings.
Based on the work of Alan Chapman: http://www.businessballs.com/

14     Visioning, creating, and inspiring others with my ideas.

15     Managing time, planning, being effective, efficient,
       productive, and reliable.

16     Appreciating/applying social responsibility, sustainability,
       humanity and ethical considerations.


Behaviours, attitudes and personal style                                              Your    Managers   Agreed
                                                                                      score    score     relevance

1      Striving for personal development


2      Taking personal responsibility to resolve problems, even those not of my own
       making


3      Understanding the way people really feel


4      Developing positive relationships


5      Keeping focused and productive, reliable and dependable


6      Planning how to achieve my work and personal goals.


7      Managing stress and conflict.


8      Managing upwards and sideways (my managerial superiors and my peers).


9      Contributing positively to team/company morale and spirit.


10     Seeking and picking up responsibility that I see waiting to be filled.


11     Team-working


12     Having compassion and care for others.


13     Using integrity and ethics in my judgement about work and organisational
       issues.


We will discuss your scores in your performance appraisal. At the same time we will agree
whether each skill and behaviour is essential or desirable for the effective performance of the
duties you are doing now, or may have looking forward. Your personal development priorities for
the year ahead will therefore be the lowest scores in the essential skills and behaviours.


A5 Personal objectives:
A5 In light of your current capabilities, your performance against past objectives, and your future
personal growth and/or job aspirations, what activities and tasks would you like to focus on
during the next year.
Based on the work of Alan Chapman: http://www.businessballs.com/

								
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