Performance Review Toolkit

The Performance Review Toolkit is designed to assist you with complying with the framework of existing legislation

In the Performance Review Toolkit you will find the guidance notes and staff appraisal forms which should be used as a basis for the formal performance appraisal process. This is a generic staff appraisal template and should be adapted to the specific needs of your organisation.

Reviewing Performance is a two-headed process of looking backwards to analyse past job performance, and looking forward into the future with a view to improving future performance.
The overall objective of an effective performance review scheme should be to help each employee to maximise their job performance for the joint benefit of the employee and the business.

This section of the guidance aims to help line managers to understand the processes involved in conducting effective appraisals.

Performance appraisals should be positive experiences: they are not a time for nasty surprises. The performance appraisal meeting should be viewed as a staging post in the performance management of an individual; a time formally to record all the informal discussions which have taken place over the past few months in the employee appraisal form template, with a view to agreeing specific action points and objectives for the future.

In processing personal data obtained during the appraisal process, employers should ensure that they act in accordance with the principles of The General Data Protection Regulation (GDPR), including protecting against unauthorised access of personal data.

Also, included in the sub-folder is a personal development plan, which will enable you and your employees to review and reflect upon their aims and achievements, taking more of a structured, long-term view. This can be used in addition to employee appraisal form templates, and is viewed as a form of performance appraisal or coaching.

In respect of training, there is a template training plan to help you plan training strategically and an appraisal form on which employees can record their view of training received. There are also agreements which can be used to enable you to reclaim training costs from employees who leave your employment within a set period of time of completing their training.

By providing opportunities, facilities and financial help your business will ensure that all employees are in possession of the knowledge, skills and experience necessary to perform their job to a satisfactory standard. Investing in training and development in this way will motivate individuals, leading to greater staff retention and will provide a level of skills commensurate with the current and projected demands of your business. The Induction Probation and Ongoing Performance Toolkit provides guidance and supporting materials to help you deal fairly and speedily with grievances, before they develop into major problems and potentially legal disputes.

This Performance Review Toolkit provides guidance in the following areas:

  • Performance Review
  • Legal Considerations
  • Pros and Cons of Appraisals
  • Organisational Factors
  • The Purpose Of Performance Review
  • The Benefits Of Performance Review
  • Problems With Performance Reviews
  • Organisational Factors Affecting Performance Review Success
  • Preparing For A Performance Review Interview
  • The Formal Meeting
  • What Happens Next?
  • Conclusion
  • Identifying Training
  • Methods of Providing Training
  • Evaluation
  • The Training Budget
  • Summary

Total pages:30
Last updated: August 2022

The Performance Review Toolkit contains the following template documents to support the guidance notes:

  • Guidelines for the Employee
  • Guidelines for the Manager
  • Performance Review Form: manual worker
  • Performance Review Form with Objectives
  • Training Fees Refund Agreement

All the supporting materials are created Microsoft Word so you may easily save them to your PC, amend them to suit your business style and then use them time and time again.

Who should buy this package?

  • Those new to the HR function
  • Non specialists, such as Accountants and Directors PA’s with responsibility for HR
  • Office Managers
  • Company Secretaries
  • Owners, Directors and Partners of small and medium sized businesses

How Much Does The Performance Review Toolkit Cost?

Excellent value at only £25.

How To Order Your Performance Review Toolkit

Green Arrow (150 x 120)

We will send you confirmation of your order and as soon as your payment has cleared you will receive a second email with a link to download your copy of the Performance Review Toolkit.

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