I'm often asked by managers how they can make their performance
review or appraisal meetings more of a two-way discussion, how they can
encourage their staff to be more fully part of the meeting. A start
point is to give your staff member time and support in preparing for the
meeting
How?
Take a look at this checklist that you could share with your staff member in order to help them prepare
PERFORMANCE APPRAISAL MEETING PREPARATION CHECKLIST - STAFF MEMBER
In order to prepare for our performance review /appraisal meeting I'd like you to consider the following;
1. Your performance against the agreed objectives
Please bring examples of work which demonstrates your achievement of the objectives;
Identifying achievements and successes
Identifying areas for improvement
Highlighting any barriers to performance
Including examples of special projects / work done 'above and beyond' the objectives
2. Review of performance objectives
Please consider;
Any changes facing the team or business that will require new performance objectives
Any performance objectives that are no longer appropriate or need amending
3. Areas for development
Please consider any development needs you might have. These might relate to;
Building on your strengths
Addressing any areas requiring improvement
Meeting future challenges
4. Your job satisfaction
Please consider the following questions;
What gives you the most satisfaction in your work?
How could we ensure you maintain or improve your satisfaction?
Are there any other ways you and I could improve your job satisfaction?
Is there anything I could do; more of, less of, or differently in order to improve your job satisfaction
Summary
Giving our staff members some structure around their preparation for the appraisal meeting (and the time to prepare) results in not only in them being better prepared and more able to fully contribute to the meeting but also in them have having clarity about how much you value the appraisal meeting and their contribution to that meeting
Take a look at this checklist that you could share with your staff member in order to help them prepare
PERFORMANCE APPRAISAL MEETING PREPARATION CHECKLIST - STAFF MEMBER
In order to prepare for our performance review /appraisal meeting I'd like you to consider the following;
1. Your performance against the agreed objectives
Please bring examples of work which demonstrates your achievement of the objectives;
Identifying achievements and successes
Identifying areas for improvement
Highlighting any barriers to performance
Including examples of special projects / work done 'above and beyond' the objectives
2. Review of performance objectives
Please consider;
Any changes facing the team or business that will require new performance objectives
Any performance objectives that are no longer appropriate or need amending
3. Areas for development
Please consider any development needs you might have. These might relate to;
Building on your strengths
Addressing any areas requiring improvement
Meeting future challenges
4. Your job satisfaction
Please consider the following questions;
What gives you the most satisfaction in your work?
How could we ensure you maintain or improve your satisfaction?
Are there any other ways you and I could improve your job satisfaction?
Is there anything I could do; more of, less of, or differently in order to improve your job satisfaction
Summary
Giving our staff members some structure around their preparation for the appraisal meeting (and the time to prepare) results in not only in them being better prepared and more able to fully contribute to the meeting but also in them have having clarity about how much you value the appraisal meeting and their contribution to that meeting
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