Performance appraisals

Reviews that end in agreed goals.

The person writes about their period, their team leader adds a note under each answer, and the goals for next time are agreed. HR sees each review reach an acknowledged record.

How it works

A review both people write.

01
The person writes first
Short answers in their own words, starting with what went well.
02
Their team leader replies
A note under each answer, and one for anything else worth saying.
03
Both agree the record
The person reads the notes and acknowledges them. Their goals come back at the next review.
04
HR sees the round finish
Where each review has reached, so follow-up goes to the right people.

What you learn

What each person needs to do their best work.

Last period's goals return in the third question, so each review builds on the one before.

Doing well
What each person is proud of, in their own words.
Recognise it while it is fresh.
What have you been doing well this period?
Do better
Where they already know they can improve.
Agree the change early.
What could you do better?
Progress on goals
Whether last period's goals happened.
See follow-through across the year.
How have you progressed against the main goals you set last time?
Goals
What they will aim for next.
Line them up with the team's priorities.
What are your goals for the next period?
Support I need
What would help them get there.
Put time, training or a mentor where it counts.
How can your team leader or the organisation help you reach these goals?