1. Review Employee File:
This includes any official documents such as performance reviews or feedback from previous appraisals.
2. Identify Goals and Objectives for the Appraisal:
This involves setting clear expectations for what will be discussed in the appraisal session and ensuring that both parties have a common understanding of them.
3. Prepare Performance Documentation:
Gather all relevant information such as job descriptions, notes from meetings, emails, etc., that may be used to support specific areas of discussion during the appraisal session.
4. Compile Self-Assessment Materials:
Employees should provide their assessment of their performance by using self-assessment forms or other materials, if available.
5. Review Appraisal Process:
Familiarize yourself with the appraisal process outline and any applicable policies or procedures related to it.
6. Prepare for the Meeting:
This includes developing an agenda, setting a timeline, and presenting any materials needed to facilitate discussion.
7. Schedule Follow-up Meetings:
If necessary, arrange follow-up meetings to discuss additional topics that may not have been covered during the initial session.