FREE Manager’s performance appraisal checklist template

We have created this Manager’s performance appraisal checklist template because appraisals can be daunting, both for the Manager and the team member.

All too often they are hastily scheduled into calendars to meet a deadline set by HR with minimal preparation. In addition, many view it as a purely tick-box exercise. So what can you do as a Manager to ensure you conduct a positive, effective appraisal?

Firstly, it’s all about the preparation!

You need to ensure you have evidence of successes (or possibly failures!) Perhaps gather some information from other members of the company who have interacted with your team member, and that you are entering the meeting with an open mind to really listen to what your team member is telling you.manager’s performance appraisal checklist

Secondly, let’s be honest!

Open and honest communication between both parties will make all of your interactions (not just appraisals) much more successful, as you are creating a culture of trust and transparency that will only lead to more positive results.

Thirdly, no surprises please!

The appraisal isn’t a time to spring a huge surprise on someone (from either side of the table.) Performance Management isn’t a once yearly activity; you should have been having regular check-in’s (or 1:1’s) with your team throughout the year and addressing issues as they have arisen. If someone drops a bombshell during an appraisal then your communication has broken down.

Let our Manager Checklist help.

By using this checklist, and the information you and your team member have collected throughout the year via clear objectives/targets, regular check-ins, career aspiration discussions, and recording development actions (no it’s not difficult to collate all that information, if you use Actus Software – it’s as easy as pressing a button) the length of your appraisals will be reduced, and feel considerably less painful than they might once have been.

Performance Management Resources

Finally, to access this resource you will need to fill out your details on this page. Part of our ethos is to help build a better workplace for people. We achieve this through great performance management software, the HR Uprising Podcast, and a variety of free thought leadership resources. Therefore, if you would like to learn more about this topic, you can find some additional resources using the buttons below.

We also have a team of organisational development consultants who are on-hand to help meet your needs for culture change. If you would like to find out more about this service, why not get in touch by contacting us here.

Free Appraisal Template

White Paper: How do you design an Appraisal process?

Manager’s Guide: The Pros and Cons of 360 Appraisal

Listen to the HR Uprising Podcast

Download this Template

Please fill out the form below to receive a link to your template.

    Quick 1 minute summary of Actus Software

      Not quite ready for a Demo?

      Please complete the details to receive a 3 minute system tour direct to your inbox!

        Request a quote today

        If you are looking for performance management software for 1000+ employees get in touch for a quote today.

          The 360 Tool for Independent Consultants

          Talk to one of our partnership specialists today.

            Not quite ready for a demo?

            Fill in your details below and then please check your email for a link to the 3 minute overview of Actus Software

              Get in touch with us today!

              If you have any questions, enquiries or just want to say how much you like us (or what we can do better), please drop us a line.