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Here is a possible format to structure an appraisal meeting. There is a logic to the sequence of topics but it should not be used inflexibly.
1. Welcome the employee; put them at ease. Agree the agenda.
2. Review their last year's performance against key tasks and performance objectives; use the ‘sandwich’ technique:
- Comment and agree on good performances
- Comment and agree on less good/poor performances
- Comment and agree on more good performances
3. Discuss and agree plans to address improvement/development needs.
4. Discuss the employee’s current level of job satisfaction and reason for it. Explore ways to improve their job satisfaction.
5. Discuss and agree next year's objectives to satisfy your performance requirements and their job satisfaction needs.
6. Discuss and agree training and personal development plans; agree time-frames.
7. Review and summarise meeting and agree next steps; agree next review dates.
8. Complete paperwork and have employee review and sign off on the appraisal
For more insights check out our resource Running Performance Appraisal Meetings