Conducting Effective Appraisals

Course Aims:

This course is designed to develop the skills and confidence of people managers to plan and conduct effective appraisals.

Course Objectives:

At the end of this course delegates will be able to:

  • Plan and undertake a structured performance appraisal in line with your organisation’s appraisal process.
  • Be clear about how to review performance and set new targets.
  • Avoid common pitfalls associated with appraisals.


  • 1 day/In house


    • Why appraise?
    • Experiences of good /bad appraisals
    • Issues and concerns around appraisals

    Appraisal process

    • Process overview
    • What you should appraise
    • Job performance and targets
    • Personal development
    • Knowledge
    • What should not be appraised?

    Preparing for an appraisal

    • Job Appraisal checklist
    • Collecting relevant evidence and data
    • Preparing yourself and the appraisee
    • Exercise – collecting evidence and preparing for the appraisal

    Conducting the meeting

    • Establishing the right climate
    • Conducting the appraisal
    • Active listening and effective questioning
    • Giving constructive feedback
    • Inviting feedback
    • Identifying learning needs
    • Setting SMART objectives
    • Closing the appraisal


    • Setting objectives and preparing development plans
    • Giving feedback
    Gaining Commitment
    • What to do if the appraisee doesn’t agree
    Action Planning
    • Transferring learning back to the workplace