Conducting Effective Appraisals

Course Aims:

This course is designed to develop the skills and confidence of people managers to plan and conduct effective appraisals.

Course Objectives:

At the end of this course delegates will be able to:

  • Plan and undertake a structured performance appraisal in line with your organisation’s appraisal process.
  • Be clear about how to review performance and set new targets.
  • Avoid common pitfalls associated with appraisals.


  • 1 day/In house or consultant facilitated virtual course / online training session(s)

Course Contents:

  • Why appraise?
  • Experiences of good /bad appraisals
  • Issues and concerns around appraisals
  • Process overview
  • What you should appraise
  • Job performance and targets
  • Personal development
  • Knowledge
  • What should not be appraised?
  • Job Appraisal checklist
  • Collecting relevant evidence and data
  • Preparing yourself and the appraisee
  • Exercise – collecting evidence and preparing for the appraisal
  • Establishing the right climate
  • Conducting the appraisal
  • Active listening and effective questioning
  • Giving constructive feedback
  • Inviting feedback
  • Identifying learning needs
  • Setting SMART objectives
  • Closing the appraisal
  • Setting objectives and preparing development plans
  • Giving feedback
  • What to do if the appraisee doesn’t agree
  • Transferring learning back to the workplace


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