Performance Appraisal Checklist: Raise Not Just Appraise Performance

It's that time again! Perhaps the most dreaded management practice is the annual performance review. Whenever the subject comes up, out comes the groans from both managers and staff no matter what industry or type of company. Many say appraisals are like having a root canal ? only more painful. It shouldn't be.

The following checklist is designed to guide managers and supervisors in preparing, conducting and following through on employee performance appraisal discussions.

The Preparation:

  • Give employee advance notice so that he /she can prepare for the discussion.
  • Review mutually understood expectations with respect to job duties and standards.
  • Observe job performance measured against these mutually understood expectations.
  • Take notes and keep records so you don't rely on memory.
  • Avoid paying attention to some aspects of the job at the expense of other.
  • Review the employee's background including, skills, work experience, and training.
  • Focus on performance areas that are the most important.
  • Prepare a potential development which can include training and special projects.
  • Identified areas for concentration in setting goals for the next appraisal period.
  • Set aside adequate block of uninterrupted time to permit a full and complete discussion.

The Discussion:

  • Begin the discussion by creating a sincere, open and friendly atmosphere.
  • Review the purpose of the discussion - mutual problem solving and goal setting.
  • Explain the agenda for the meeting.
  • Ask employee to review his or her performance for the past year.
  • Keep the focus on job performance and related factors not personality.
  • Discuss job requirements, employee strengths, accomplishments, and improvement needs.
  • Evaluate performance against objective set during previous reviews and discussions.
  • Be prepared to cite observations for each point discussed.
  • Reach agreement on appropriate goals, development plans and timetables.
  • Summarize what has been discussed and end on a positive note.

The Follow-Up:

  • Immediately after record the plans made and points requiring follow-up.
  • Provide a copy for the employee.
  • Evaluate your own performance. What I did well? Could have done better? Learned about the employee? Learned about myself?

Marcia Zidle, the 'people smarts' coach, works with business leaders to quickly solve their people management headaches so they can concentrate on their #1 job ? to grow and increase profits. She offers free help through Leadership Briefing, a weekly e-newsletter with practical tips on leadership style, employee motivation, recruitment and retention and relationship management.

Subscribe by going to http://leadershiphooks.com and get the bonus report "61 Leadership Time Savers and Life Savers". Marcia is the author of the What Really Works Handbooks ? resources for managers on the front line and the Power-by-the-Hour programs ? fast, convenient, real life, affordable courses for leadership and staff development. She is available for media interviews, conference presentations and panel discussions on the hottest issues affecting the workplace today. Contact Marcia at 800-971-7619.

In The News:


pen paper and inkwell


cat break through


The ?Better People? Fallacy

It's easy enough to convince your own staff that better... Read More

7 Essential Elements To Every Organizational Change

[This article is based on excerpts from the special report... Read More

Crisis Management Tips

The term crisis management has different connotations. In this article,... Read More

Importance of Just-In-Time Inventory System

In today's competitive world shorter product life cycles, customers rapid... Read More

Tales from the Corporate Frontlines: A New Managers Tale

This article relates to the Manager/Supervisor competency, commonly evaluated in... Read More

Ringing Doorbells Without Howitzers

Many operations leaders have been there, done that with re-engineering.... Read More

Policy & Procedure Manuals - Tools For Greater Productivity and Efficiency

In today's tough retail environment the retailer needs all the... Read More

Five Steps to Increase the People Power in Your Business

Take some bold steps and help your employees and business... Read More

How To Turn Business Losses Into Cash Flow

When the typical new business operator starts a business, they... Read More

Todays Employees and Their New Needs: What You Need to Know

Today's employees are not only interested in security or in... Read More

Lone Rangers Suffer without Tonto

A lone ranger is someone who prefers working in solitude... Read More

9 Tips for Getting the Most From Your Conference Investment

Tips for Getting the Most From Your Conference Investment All... Read More

Must Project Managers Be Technically Savvy?

"Must Project Managers be technically savvy?" This topic always seems... Read More

Morale Boosters: Feed the Troops First

When economic conditions turn tough or when the heavy work... Read More

Problem Solving the Problem Solving Meeting

We go to meetings to share information, to report on... Read More

Process and Procedures Investments - How to Get Money Back

In September 2004, President Bush signed the $146 billion tax... Read More

Problem-Solving Success Tip: Use Your Project Management Skills

Solving a big problem is a project: you're far more... Read More

Do You Really Care What People Think?

You had better care! Because what people think usually leads... Read More

Change Behaviors, Change Performance

Every organization is looking for the holy grail of performance... Read More

Necessary Tasks You May Want to Delegate

As a business owner, time is of the essence. Running... Read More

Change Management: Avoid Havoc In Very Uncertain Times

Escalating gas prices...tensions and turmoil in the Middle East...a struggling... Read More

Six Reasons to K.I.S.S.

Six Reasons to K.I.S.S. "Very often, people confuse simple with... Read More

Innovation Management ? forced into it!

Creativity can be defined as problem identification and idea generation... Read More

Lack of Operations Manuals Stunting Your Growth?

Lack of Operations Manuals stunting your growth?CONTENTS:1. Do you lack... Read More

ISO 9001 Compliant Program: Steps to Build

Implementing an ISO 9001 system represents a major effort. However,... Read More

Enhancing the Motivational Climate of Your Workplace

It has been well documented that employees' productivity and job... Read More

To Outsource or Not to Outsource

In these days of restricted head count and tight budgets,... Read More

People - You Cant Make Them What Theyre Not

Many business people and managers are spending too much time... Read More

5 Creative Evolutionary Leadership Niche Strategies!

I have a short story to share with you about... Read More

Christmas and Business Gifts for Your Clients and Employees!

Tis' the season for business and corporate gift-giving! If you... Read More

Sarbanes-Oxley and Section 404: Old Dog, New Teeth

The failures we have seen in the quality and integrity... Read More

Think Twice Before Selling ROI

When we're selling to business people, our value proposition has... Read More

Beyond Management Coaching: When Things Are Getting Out of Control

Leaders and Managers often ask us, 'What do you do... Read More