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Performance Appraisal Form

Date:

     Name of Staff/ Team Member:                         Completed By:



1. Overview of Performance

A. Objectives since last performance

1.
2.
3.
4.


B. Achievements (relating to above targets and objectives) since last performance period:
:

1.
2.
3.
4.


C. Key strengths - to be maintained, further enhanced

1.
2.
3.
4.


D. Development needs - to be addressed

1.
2.
3.
4.




                                       www.completepotential.com
2. Rating against Key Objectives

                                                                                Performance
       Objectives         Performance Expectations     Actual Performance          Rating
                                                                            Expectations
                                                                               Did Not Meet
                                                                               Met
                                                                               Exceeded
                                                                            Expectations
                                                                               Did Not Meet
                                                                               Met
                                                                               Exceeded
                                                                            Expectations
                                                                              Did Not Meet
                                                                              Met
                                                                              Exceeded
                                                                            Expectations
                                                                               Did Not Meet
                                                                               Met
                                                                               Exceeded
                                                                            Expectations
                                                                               Did Not Meet
                                                                               Met
                                                                               Exceeded




                                   www.completepotential.com
3. Assessment of Key Behaviours

G. Behavioural Assessment

                                   Excellent    Above             Satisfactory   Below
                                                Satisfactory                     Average
Eg: Attitude, Motivation
Initiative
Work quality
Team work etc




H. Any other Observations?




4. Action Plan

    Action to be taken to enhance strengths and improve on opportunity areas:
               Plan of action            By whom               Future Review               Completion
                                                               Dates Schedule                Date




    Overall Performance:
    Excellent (90-100)
    Above Satisfactory (80-89)                         Below Average (under 60)

    Satisfactory (60-79)

Has this performance appraisal been reviewed with the employee?                  Yes           No




                                      www.completepotential.com
5. Signatures

Employee                                               Manager:

I understand my job and individual responsibilities,   I have discussed the job and individual responsibilities,
the performance expectations, and the terms and        performance expectations, and terms and conditions with
conditions under which I am expected to work.          the employee.
Comments:                                              Comments:




Signature:                                             Signature:

Date:                                                  Date:




                                       www.completepotential.com

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Sample Appraisal Template Handout-2 from Dream Team Webinar

  • 1. Performance Appraisal Form Date: Name of Staff/ Team Member: Completed By: 1. Overview of Performance A. Objectives since last performance 1. 2. 3. 4. B. Achievements (relating to above targets and objectives) since last performance period: : 1. 2. 3. 4. C. Key strengths - to be maintained, further enhanced 1. 2. 3. 4. D. Development needs - to be addressed 1. 2. 3. 4. www.completepotential.com
  • 2. 2. Rating against Key Objectives Performance Objectives Performance Expectations Actual Performance Rating Expectations Did Not Meet Met Exceeded Expectations Did Not Meet Met Exceeded Expectations Did Not Meet Met Exceeded Expectations Did Not Meet Met Exceeded Expectations Did Not Meet Met Exceeded www.completepotential.com
  • 3. 3. Assessment of Key Behaviours G. Behavioural Assessment Excellent Above Satisfactory Below Satisfactory Average Eg: Attitude, Motivation Initiative Work quality Team work etc H. Any other Observations? 4. Action Plan Action to be taken to enhance strengths and improve on opportunity areas: Plan of action By whom Future Review Completion Dates Schedule Date Overall Performance: Excellent (90-100) Above Satisfactory (80-89) Below Average (under 60) Satisfactory (60-79) Has this performance appraisal been reviewed with the employee? Yes No www.completepotential.com
  • 4. 5. Signatures Employee Manager: I understand my job and individual responsibilities, I have discussed the job and individual responsibilities, the performance expectations, and the terms and performance expectations, and terms and conditions with conditions under which I am expected to work. the employee. Comments: Comments: Signature: Signature: Date: Date: www.completepotential.com