Appraisal Summary Form

After an appraisal has taken place then the findings and outcomes of the appraisal needs to be documented: This is usually on an appraisal summary form. Each organisation will have their own form, however, there will typically be a range of headings on them, including:
• Name and job title of the employee.
• Date the appraisal took place.
• Name of the personal carrying out the appraisal, along with their job title.
• Achievements in meeting expectations (performance objectives / targets) since last appraisal. These might be documented and there might also be an overall rating for the extent of achievements, for example: a scale of 1 to 4 might be used: 1 = unsatisfactory; 2 = satisfactory; 3 = good and occasionally exceeds expectations; 4: excellent, and regularly exceeds expectations.
• [Performance requirements might be divided into various headings, such as: Work effectiveness; Work efficiency; Attendance/Punctuality/Time management; Teamwork; Adaptability / Flexibility; Communication Skills; Personal Behaviour; Customer service skills]
• Outstanding outcomes since last appraisal. These would be documented with an indication of why previous targets might not have been achieved.
• Strengths, with an implication that these can be developed further.
• Aspirations for future development and progression (especially within the organisation).
• Areas for improvement, with an implication that this is where learning and training needs can be implemented to help improve performance.
• Performance objectives / targets for the next annual appraisal. These should be SMART statements. There would also, typically, be one or more interim appraisal revies to monitor progress and to enable action to be taken to help an individual in meeting their targets.
• A space for comments from the appraisee as well as the appraiser.
• Signatures of both parties.
• Date of next annual appraisal, and date of next interim review of progress.