Record of Annual Appraisal Meeting

Before completing this form, please read the PDR information which includes guidance for managers (reviewers) and employees (reviewees).

The reviewee should download the form and save it on their computer before completing it. If you do not use a computer in your day to day work, your manager can help you to do this.

Name of Employee:

Department:

Job Title:

Name of Manager:

Date of Meeting:

Review of last 12 months

The employee should complete this section and send it to their manager before the meeting. The employee should use this section to detail their achievements and contributions of the last 12 months, which can include details of what has gone well, any challenges faced, and any training that has contributed to the employee’s success over the year.

Manager Comments

The manager should complete this section before the meeting.

Plans for the next 12 months

This section should be completed during the appraisal meeting. Objectives and any training requirements should be agreed for the coming year; where possible these should be SMART (Specific, Measurable, Achievable, Realistic, Time limited). For each objective, describe what is to be achieved and how you will know the objective has been met. Include any additional support needed to complete the activity and the date the objective must be achieved by. These objectives should be revisited regularly during routine one-to-one meetings.

Objective 1:

Objective 2:

Objective 3:

Objective 4:

Objective 5:

Objective 6:

Additional comments or information (both the manager and the employee may use this section to provide any additional commentary)

Employee and Manager Confirmation

I confirm that the information provided is correct and has been accurately recorded.

Signature of Employee:

Date:

Signature of Manager:

Date:

You can sign the form in a number of ways: Upload a JPEG image of your signature. Print the form, both sign it, then scan it and save it. The employee confirms by email. Save the email with this form.