Training & Organizational Development 

Performance Appraisal Planning Checklist

[  ] Be prepared – know the objectives and goals of the meeting

[  ] Time and Place – choose a quiet, private spot with as few interruptions as possible

[  ] Conducting the appraisal:

• Create a positive environment and help the employee feel at ease
• Give balanced feedback, both positive and negative, but start with the positive
• Focus on the job, not the person
• Ask questions and allow the employee to provide feedback
• When discussing areas for improvement, discuss methods and objectives for improving
• Discuss possibilities for advancement, the employee’s aspirations and professional development necessary to be a candidate for such future positions

[  ] Conclusion:

• Summarize and review the important points of the discussion
• Restate the action steps that have been recommended and provide a timeframe for completion
• Make sure the employee reviews the appraisal and provides comments
• Have employee sign it to acknowledge that he or she has read it (does not signify agreement with the content)

[  ] Follow-up:

• Follow up with the employee to see how plans are proceeding within the given timeframes
• Offer the employee assistance in achieving objectives and encourage discussion of successes and obstacles