Preparing to deliver an effective
appraisal
As an appraising manager, appraisal meetings are your
opportunity to:
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Ensure that each of your team are appraised on the past six to
twelve months between April and June each year
Discuss all aspects of performance and behaviour – those which
deserves praise, as well as those which needs constructive and
developmental discussion
Review your team member’s training and evidence recorded for
appropriate professional competencies
Set objectives for the following year based upon your team’s
objectives
Ensure those objectives are SMART, and all relevant support and
training needs are discussed
Provide your team member with the opportunity to give you
feedback also – about their year, your management of them, as
well as their experience of the appraisal process
……..but most importantly, to have a meaningful conversation
with individuals about how their work makes a difference.
What do I need to do before I run any appraisals?
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Agree a time and location best for both parties
Allow yourself and the individual adequate preparation time
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Refreshed appraisal paperwork is available from 1 April 2017
Review behaviours within the appraisal paperwork, have examples
from the last 12 months of individuals effective or ineffective
behaviour for each value
Give some thought to how you will ensure the appraisal is a twoway conversation
Be clear on how your team objectives relate to the individual’s role
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What can I do during the appraisal meeting to make it as
useful as possible?
 At the start, be sure to build rapport and put the individual at ease
 Have all the necessary paperwork to hand
 Expect to have a professional and mutually respectful
conversation
 Agree how you will record your discussion using the Appraisal
Form (you could complete the form during the meeting, either
online or as hard copy; you might want the person to take it away
and return it to you completed, you might choose to complete it
yourself afterwards)
 Be open and honest with the individual
 Use real examples to give praise and constructive feedback
 Be prepared to receive feedback yourself
 Listen carefully and ask questions to check your understanding
 Explain how objectives cascade down from the Trust objectives
and then link to team level through the Team objectives and
individuals through their own objectives
 Ensure the team member records their appraisal on the LEaD
system
Appraisals are a great chance to build understanding between you and
your team. There should be no surprises, just useful learning about the
past and helpful focus for the future.