Drafting an appraisal form

Produced in partnership with Beth Pipe FCIPD of OnLive Learning and OnLive Learning

Practice notes

Drafting an appraisal form

Produced in partnership with Beth Pipe FCIPD of OnLive Learning and OnLive Learning

Practice notes

This Practice Note Drafting an appraisal form provides guidance on drafting an appraisal form which can be used to assess and review an individual’s performance against both objectives and core skills (competencies).

Why are appraisals important?

An effective performance management process focuses on:

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aligning your workforce with the strategic aims of the business
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improving employee performance
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supporting employee development and retention
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driving better business results

Creating a competency based appraisal process

The first thing to note is the appraisal form should not be a document that is followed laboriously, but rather something that supports and guides the discussion and provides a framework for recording what was said. The most important aspect of an appraisal is the discussion, not the form.

Competencies are the behaviours that employees need to perform a job to a high level. They relate to how people deliver objectives rather than what the objectives are. Competencies help translate the firm’s strategic aims and objectives into clear expectations for each employee. For example, a

Beth Pipe, FCIPD

Learning & Development Specialist/Director, OnLive Learning

Beth is a Fellow of the Chartered Institute of Personnel and Development (FCIPD) and has spent over 25 years specialising in Learning and Development. During that time she has worked across a broad variety of different industries and has, for the past 15 years, worked closely with a number of well known law firms; this has involved putting in to place systems and structures to encourage, enable and track the effectiveness of learning activities.

Adept at face to face course delivery, and always enjoying excellent feedback, Beth is also accomplished at online delivery and created OnLive Learning in response to the challenges presented by the 2020 Covid-19 restrictions.

Beth has written extensively for UU��ֱ�� on subjects such as Performance Management, Managing Change and Stress Management.

Away from her training delivery she is a published author writing about local history, hiking, wildlife and the outdoors and is currently working on her eleventh book. She is also an experienced radio presenter hosting two shows each week on Lake District Radio.

Jurisdiction(s):

United Kingdom

Key definition:

Performance definition

What does Performance mean?

The performance of the work in public is an act restricted by the copyright in a literary, dramatic or musical work.

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