STAFF APPRAISAL FORM
STAFF APPRAISAL FORM
|Name: | |
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|Current Position: | |
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|Reports to: | |
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|Date Appointed: | |
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|Review Type |Interim |6 Months |12 Months |
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|Review Period: |From: | |To: | |
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|Next Review Date: | | |
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Preparation:
ü Agree time for review
ü Obtain and peruse employee records
ü Ensure no interruptions
SUMMARY REVIEW FOR DISCUSSION WITH STAFF MEMBER:
| |Unsatisfactory |Occasionally |Meeting job |Occasionally |Consistently |N/A |
| |Performance |Performing below |requirements |exceeding job |exceeding job | |
| | |job requirements | |requirements |requirements | |
|PERSONAL CHARACTERISTICS | | | | | | |
|Dress | | | | | | |
|Punctuality | | | | | | |
|Willing to undertake professional development | | | | | | |
|Communication skills | | | | | | |
|Responsible with confidential information | | | | | | |
|Politeness | | | | | | |
|RELATIONSHIPS | | | | | | |
|Relationships with clients | | | | | | |
|Relationships with customers | | | | | | |
|Relationships with superiors | | | | | | |
|Relationships with equals | | | | | | |
|Relationships with persons under their control | | | | | | |
|SKILLS | | | | | | |
|Ability to supervise | | | | | | |
|Ability to deal with problems | | | | | | |
|Time management | | | | | | |
|Able to market themselves | | | | | | |
|Able to market the Business | | | | | | |
|Use of initiative | | | | | | |
|Able to follow instructions | | | | | | |
|Able to give instructions to other staff | | | | | | |
|Able to handle client concerns | | | | | | |
|Able to make and write reports | | | | | | |
|Awareness of current policies and procedures | | | | | | |
|TECHNICAL SKILLS | | | | | | |
|Word processing | | | | | | |
|Email | | | | | | |
|Typing speed/accuracy | | | | | | |
|Filing | | | | | | |
|Listening comprehension | | | | | | |
|Phone manner | | | | | | |
|PROFESSIONALISM | | | | | | |
|Loyalty to employer | | | | | | |
|Loyalty to other staff members | | | | | | |
|Willingness to promote the Business | | | | | | |
PERFORMANCE PLAN:
(Specific Objectives to be covered in the coming review period. Objectives must be measurable and achievable)
|Key Objective |Projected Completion|Achieved? |
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EVALUATION OF STRENGTHS AND WEAKNESSES
(List Key Strengths and Weaknesses – ensure job focus NOT person focus)
|STRENGTHS |WEAKNESSES |
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PLAN FOR DEVELOPMENT OF STRENGTHS:
Specific Action by Employee:
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Specific Action By Employer:
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PLAN FOR OVERCOMING WEAKNESSES:
Specific Action by Employee:
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Specific Action By Employer:
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EMPLOYEE CAREER ASPIRATIONS:
Short Term
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Long Term
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Employee Comments:
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REVIEW CONCLUSION:
ü Summarise Review Discussion
ü Agree and Note Actions
Summary:
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|Employee’s Signature: | |Date: | |
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|Manager’s Signature: | |Date: | |
ACTION’S:
|ACTION |BY WHOM |WHEN |COMPLETED? |
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