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
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Previous: 5. Finalize: Complete Appraisal Forms and Implement Changes |
Next: Performance Appraisals and the Law |
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Tips for Successful Performance Appraisal Meetings
As a supervisor, you must conduct performance appraisal meetings with extreme care to avoid making the employee feel offended, hurt, or misrepresented. To make your appraisal meetings as productive and nonconfrontational as possible, use the following techniques:
- Preparation: Come to the meeting with all of the documents and anecdotal examples you need to support your view of the employee’s performance.
- Scheduling: Inform the employee well in advance of the scheduled date and time. Give the employee ample time to assemble relevant documents and materials.
- Location: Use a private conference room rather than a personal office or cubicle. Taking this step puts the meeting on neutral territory, which can reduce tension.
- Purpose: Never veer from the main objective of the meeting—to provide constructive feedback and set performance goals for the future.
- Tone: Maintain a professional, even-tempered tone throughout the meeting. Be positive and encouraging, never hostile, disappointed, or disapproving.
- Communication: Don’t dominate the meeting. Allow the employee to respond and ask questions.
- Confrontation: Avoid heated exchanges. If the employee needs to “vent,” let him or her vent and then move the conversation in a positive direction.
- Personality: Focus exclusively on employee performance, not on personality traits.
- Outlook: Keep discussions about negative past performance to a minimum. Instead, discuss present weaknesses in the context of explaining how to fix them in the future.
- Positivity: Start and end the meeting with positive, encouraging words.
How to Resolve Problems at Appraisal Meetings
Even when you have the best intentions and follow the above guidelines closely, an employee may disagree with your appraisal, which can result in a tense and unproductive situation. Yet even the most heated situations can be defused with certain resolution strategies. The following table lists common issues that you may encounter when conducting performance appraisal meetings and suggests strategies for resolving them.
Issue |
Suggested Resolution |
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Your view of the employee’s performance is mostly negative |
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Employee feels that the appraisal fails to represent his or her work fairly or accurately |
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Employee becomes angry, withdraws, or cries |
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Employee makes excuses for poor performance |
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Employee goes off on tangents or introduces irrelevant points |
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Employee is significantly older than his or her supervisor, or employee and supervisor are friends |
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| Acknowledgments & Disclaimer |






