Free Performance Appraisal Checklist

Authored by:

[your name]

Company name:

[your company name]

Employee name:

[employee name]

Assessment date:

March 9, 2052

Preparation:

• Have I reviewed the employee's job description and performance goals?

• Do I have all relevant data and documentation ready for the appraisal?

• Have I scheduled a mutually convenient time for the appraisal meeting?

Communication:

• Have I clearly communicated the purpose and format of the appraisal to the employee?

• Have I encouraged the employee to share their self-assessment and feedback?

Performance Evaluation:

• Have I assessed the employee's performance based on agreed-upon criteria and standards?

• Have I considered both quantitative metrics and qualitative aspects of performance?

Strengths and Achievements:

• Have I recognized and acknowledged the employee's achievements and strengths?

• Have I provided specific examples to illustrate commendable performance?

Areas for Improvement:

• Have I identified areas where the employee can improve or develop their skills?

• Have I offered constructive feedback and suggestions for growth?

Goal Setting:

• Have I collaboratively set challenging yet achievable goals for the upcoming appraisal period?

• Have I ensured alignment between the employee's goals and organizational objectives?

Feedback and Follow-Up:

• Have I encouraged open dialogue and addressed any concerns or questions raised by the employee?

• Have I outlined a plan for ongoing feedback and support throughout the appraisal period?

Documentation and Sign-Off:

• Have I accurately documented the outcomes of the appraisal discussion?

• Have both the employee and I signed off on the performance appraisal form or report?