Tools for Performance Appraisal

PERFORMANCE APPRAISAL

Preparation Checklist

Complete this checklist to make sure you are properly prepared for an appraisal meeting.

Have You? Yes No
1. Scheduled the meeting?
2. Given the employee notice and a copy of the appraisal form for a self-appraisal?
3. Reviewed the job requirements?
4. Reviewed the employee’s performance goals as well as your criteria?
5. Reviewed the employee’s history, including skills, past training, and past job performance?
6. Carefully looked for “gaps” between stated goals and actual performance?
7. Identified the cause and effect links between the employee’s attitudes and behavior and his or her performance?
8. Completed the performance appraisal form? ...

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