Contents
Performance Appraisal Basics
The Performance Appraisal Form
The Performance Appraisal Process
1. Plan: Job Goals and Expectations
2. Perform: Work to Meet Goals
3. Evaluate: Assess Performance
4. Discuss: Meet to Review the Performance Appraisal Form
5. Finalize: Complete Appraisal Forms and Implement Changes
Tips for Successful Performance Appraisal Meetings
Performance Appraisals and the Law
How to Establish a Performance Appraisal Process
Performance Appraisal Language
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The Performance Appraisal Process
The performance appraisal process involves five main steps that are conducted throughout the performance period (usually 12 months) in the following order:
- Plan: Establish job goals and expectations.
- Perform: Work to meet goals and expectations.
- Evaluate: Assess job performance in appraisal forms.
- Discuss: Meet to review forms and share feedback.
- Finalize: Sign off on forms and implement feedback.
The following tables provide an overview of all five steps of the performance appraisal process.
Step 1
Step 1: Plan |
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Description |
Supervisor and employee meet to discuss job description and clarify job responsibilities |
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Timing |
At start of new position or when current position has changed significantly |
Step 2
Step 2: Perform |
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Description |
Employee works to fulfill goals and responsibilities outlined in job description, which details tasks employee is to fulfill and how they should be done |
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Timing |
Approximately 11 months, or time between appraisals |
Step 3
Step 3. Evaluate |
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Description |
Supervisor gathers feedback about employee performance and completes performance appraisal form |
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Timing |
One month prior to step 4 (11 months into performance period) |
Step 4
Step 4: Discuss |
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Description |
Supervisor and employee meet to discuss performance appraisal form |
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Timing |
At end of performance period |
Step 5
Step 5: Finalize |
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Description |
Employee signs appraisal form; supervisor completes and files paperwork; supervisor works with management to implement personnel changes, if any |
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Timing |
No more than one month after step 4 |
During each of the five steps, supervisors have specific objectives and responsibilities, all of which are explained in the next five sections of this guide.
| Acknowledgments & Disclaimer |
