Contents
Performance Appraisal Basics
The Performance Appraisal Form
The Performance Appraisal Process
1. Plan: Job Goals and Expectations
2. Perform: Work to Meet Goals
3. Evaluate: Assess Performance
4. Discuss: Meet to Review the Performance Appraisal Form
5. Finalize: Complete Appraisal Forms and Implement Changes
Tips for Successful Performance Appraisal Meetings
Performance Appraisals and the Law
How to Establish a Performance Appraisal Process
Performance Appraisal Language
Performance Appraisal Language
Learning to use language properly and effectively is a vital aspect of the performance appraisal process. When used correctly, language can:
- Ensure clarity and impartiality throughout the process
- Provide support for follow-up actions, such as disciplinary action or personnel changes
The Language of Appraisal Forms
To use language as effectively as possible in completing appraisal forms, follow these guidelines:
- Refer to the job description.
- Choose your words carefully.
- Use your own words.
- Write in the active voice.
Refer to the Job Description
Whenever possible, use the same language and cover the same performance areas that the employee’s job description covers. For example, if the job description requires the employee to “maintain relationships with sales reps in the company’s Paris office,” then the appraisal should refer to how effectively the employee carried out that specific task.
Choose Your Words Carefully
The words you use in the appraisal form should be clear, precise, and respectful. By using this type of language, you will:
- Avoid confusing, frustrating, or offending the employee
- Ensure the legal defensibility of the appraisal (see Performance Appraisals and the Law)
The following examples show how to revise phrases to remove offensive or potentially illegal wording.
Don’t Write |
Do Write |
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Maria is too emotional for this job. There’s a lot of stress and pressure that she can’t manage. |
Maria has difficulty anticipating and mitigating stressful situations. |
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Albert doesn’t put enough effort into his looks. If he wore nicer suits, he might get more respect. |
Albert needs to project a more professional image when dealing with clients and colleagues. |
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Sarah seems to be a lot less productive than her coworkers. She’s lost her energy and vitality over the past year. |
Sarah’s productivity has dropped over the past year. She has completed 20% fewer sales reports than in the previous year. |
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Martin doesn’t work well with the rest of his team. He always works by himself and never shares his work with the group. |
Martin needs to improve his rapport with his team by sharing his work with coworkers more often to solicit help and input. |
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Nadia doesn’t have the traits necessary to become a team leader in her division. |
Nadia has not demonstrated the qualities that we think are necessary to lead the group, such as. . . |
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John seems stuck in the past—he made almost no progress this year. |
John’s performance has failed to improve despite training and coaching. |
Use Your Own Words
Performance appraisal forms include pre-scripted language, such as the wording used in descriptive scales, to help provide a standard for comparing employees fairly. It’s a good idea to enrich your appraisal by using your own words whenever possible. Doing so will make your appraisal more precise and will make the employee feel like the appraisal refers specifically to his or her work performance.
Use the Active Voice
Written English allows for active voice and passive voice.
- Active voice: The subject performs the action of the verb, e.g., “Stella takes great care to collate the files.”
- Passive voice: The subject receives the action of the verb, e.g., “The files are collated carefully by Stella.”
Use the active voice in writing your appraisal forms to make your feedback clearer and more definitive.
Suggested Phrases for Appraisal Forms
The following phrases cover performance areas addressed most often in appraisals. Use these phrases to help create standardized language on your appraisal forms, such as numbered or descriptive scales. But avoid repeating these phrases when providing supplemental commentary on an employee’s performance—use your own words instead.
The phrases below are all positive, but you can modify them easily to provide criticism—for example, by changing “Is very detail-oriented” to “Is not very detail-oriented.”
Accuracy and Attention to Detail
- Recognizes the importance of accuracy
- Performs with a high degree of accuracy
- Achieves results with precision and accuracy
- Is very detail-oriented
Analytical Skills and Problem Solving
- Demonstrates strong analytical thinking
- Analyzes situations thoroughly before acting
- Works to develop innovative and creative solutions
- Turns problems into challenges and opportunities
Communication Skills
- Excels in effective and positive communications
- Communicates clearly and concisely
- Demonstrates strong interpersonal communications
- Is a skilled presenter
- Communicates confidently
- Encourages open communication
Creativity
- Develops concepts that can be applied practically
- Seeks innovative ideas and approaches
- Demonstrates creative strength
Decision Making
- Makes decisions with confidence
- Seeks multiple sources of input for decisions
- Weighs pros and cons before making decisions
Dependability
- Meets schedules and deadlines
- Achieves results regardless of obstacles
- Fulfills all responsibilities reliably and consistently
Initiative
- Demonstrates a high level of initiative
- Regularly initiates solutions
- Takes independent action when necessary
Job Knowledge
- Displays strong knowledge of topics required to perform responsibilities effectively
- Has excellent “real world” experience
- Keeps abreast of current practices and trends
Leadership
- Demonstrates natural leadership abilities
- Displays leadership traits when appropriate
- Inspires confidence and respect
Motivation
- Goes beyond what is expected
- Volunteers for challenging assignments
- Is highly energetic and ambitious
- Is results-oriented
Oral Presentation Skills
- Is a polished and confident speaker
- Makes engaging and motivating presentations
- Uses concise and clear language in speaking situations
Organization
- Displays an organized approach to work performance
- Organizes effectively to achieve results
- Demonstrates a systematic approach to responsibilities
Professionalism
- Behaves professionally in all work situations
- Adheres to high standards for behavior and ethics
- Works with others in a professional manner
Quality of Work
- Consistently produces quality work
- Is committed to excellence
- Strives for perfection
- Provides quality assurance in completing all tasks
Relationships with Coworkers and Others
- Works effectively with others
- Demonstrates strong interpersonal skills
- Is an excellent team player
Time Management
- Excels in identifying and addressing priorities
- Sets realistic deadlines and timeframes for goals
- Allocates time and resources effectively
Writing Skills
- Writes with clarity and impact
- Writes precisely and eloquently
- Prepares persuasive written presentations
| Acknowledgments & Disclaimer |





