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Participant, BDO Stoy Hayward

This course was brilliant and I would have liked it to be longer, as not at any point did I glaze over!

Learn How to Conduct Effective Appraisals

Conducting Effective Appraisals

Course Ref. 10044
No. of Days 1
Participants 6 to 12

Target Audience

All those who need to conduct appraisals of staff and team members.

Course Objectives

Understand the benefits of staff appraisal
Understand the need for preparation and planning
Accurately determine reasons for performance gaps
Provide objective assessment of performance
Identify and agree effective goals and objectives with staff


Presentation, discussion and group work through practical exercises.

Important notes

This programme does not cover 360-degree appraisal however this element can be built in if you wish. 

Course Contents

Welcome and introductions

Course objectives and overview

What is appraisal?

  • The appraisal cycle
  • Important aspects to consider
  • The process itself
  • The importance of planning
  • The benefits

The importance of good communication

  • What communication involves; listening, questioning and understanding; listening for the non-verbal signals

Feedback skills

  • Key behaviours: summarising, clarifying, interpreting, evaluating

The formal meeting

  • Setting an agenda
  • The difficulties involved in appraisal
  • Listening and questioning
  • Getting to the real issue

Planning for the future

  • Goal setting and establishing development needs
  • Closing the appraisal interview

Practical exercises

Action session

Summary and close