This performance appraisal form contains sections to evaluate an employee's performance over a certain period. It includes an overview of objectives and achievements, rating of performance against key objectives, assessment of key behaviors, and an action plan. The manager and employee both sign the form once objectives and expectations have been discussed and the review is complete.
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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.
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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
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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
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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:
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