Corporate Appraisal Form

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CORPORATE APPRAISAL FORM
Name
Date of appraisal meeting
Job
Venue
Manager
1
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If you have regular access to a PC, you may wish to use this form electronically. You can make notes online before the meeting and print out your copy for the
meeting, as well as send it to your manager for information. The final version can be typed up and signed off by you and your line manager. It is not anticipated
that the form would be completed on screen during the interview.
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Remember that there are guidance notes available via The Source, under Appraisal Skills, as well as a one day course to help you deliver effective appraisals.
As well as an E-learning module to help you use Compass (competencies).
PREPARATION
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Preparing for your appraisal will give you a chance to think about what you have achieved and learnt over the last year, any development needs you have and
to consider any issues you want to discuss with your manager.
Make notes in each section to remind yourself of the points you want to mention. If you send the completed version to your manager before the meeting, they
can read through your comments and give some thought to the issues that you have raised.
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1
CORPORATE APPRAISAL FORM
2
WORKING FOR DEVON COUNTY COUNCIL
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Discuss with your manager why your job is important and how it fits with your section and directorate plans, links with other directorates and impacts on the
community.
Every role is equally important to the running of Devon County Council, so this section is to help you understand why your job is vital. Think about how what you
do fits into your team, your section and your directorate. You may also have links with other directorates and external organisations, so consider your
involvement with these as well.
3
ANNUAL REVIEW OF OVERALL PERFORMANCE AND OF TARGETS
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What you have achieved this year and how well you have achieved it. Have targets been met? If not, what prevented you from achieving them? Did any issues
arise that you want to discuss?
You may want to review the organisational competencies at this point in
2 the appraisal. Competencies are a tool that help you consider your
overall performance and how it meets Devon County Council’s objectives. See Section 12 for more information.
CORPORATE APPRAISAL FORM
4 ANNUAL REVIEW OF DEVELOPMENT
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What you have learnt and how you have improved the way you do your job over the last 12 months.
Did you attend any training or develop skills or knowledge through other development opportunities?
How did you change the way you work as a result?
The discussion about the organisational Competencies should help you identify areas for development.
5 TARGETS FOR NEXT YEAR
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Targets (what you have agreed to achieve)
Ensure they are SMART (see online guidance
notes for help)
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How you will know when you have achieved your
targets
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3
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By when
CORPORATE APPRAISAL FORM
6 DEVELOPMENT PLAN
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What I need to learn, consider:
 Operational targets/objectives
 Competency-based development
Who/What will help you meet your needs and how
By when
7 CAREER PLAN
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Discuss any career ambition you have with your manager and how you will achieve it.
Have you agreed with your manager that you are ready for promotion or move to a different role? Y/N
Specify position or area of work where appropriate and how your career ambition will be achieved - refer to section 6 (Development Plan)
4
CORPORATE APPRAISAL FORM
8 COMMENTS
Your opportunity to discuss anything not already raised (e.g. health, safety and welfare, equality and diversity) and to comment on your appraisal
a) Your comments
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b) Your manager’s comments
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9 SIGNATURES
Signed (you) 
Date
Signed (your manager)
Date
Signed (your manager’s manager)
Date of appraisal meeting
Date of review meeting
Venue
5
CORPORATE APPRAISAL FORM
10 SIX MONTH REVIEW OF TARGETS
What have you achieved and how well you have achieved it.
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11 SIX MONTH REVIEW OF DEVELOPMENT
What you have learnt and how you have improved the way you do your job.
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7
CORPORATE APPRAISAL FORM
12 SIX MONTH REVIEW OF COMPASS - ORGANISATIONAL COMPETENCIES
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What examples of competent behaviour can you provide from the last six months?
Organisational Competence
Putting the People of Devon
First
 This means achieving the
best for the people of
Devon by identifying and
addressing their needs.
 Working with customers,
listening to them, treating
them in a fair, open and
honest way.
 Doing what we say we will
do.
Examples of evidence
Examples from your work last year
 Listening to people, taking action on
Valuing Everyone
 This means behaving in an
acceptable way in all our
work, clearly promoting and
displaying an antidiscriminatory approach by
demonstrating respect,
understanding and fairness
to all
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what they tell us and
communicating the result.
Maintaining an open and honest
approach, informing people of
decisions.
Personal and professional
confidentiality is always maintained.
Involving people in the way we run
our services.
Challenges racist or discriminatory
language and practice.
Actively encourages different
approaches to work.
Includes aspects of antidiscrimination in all agendas.
Actively demonstrates confidence
and willingness to deal with issues
of discrimination and harassment.
Conforms to and promotes
established policies and legislation
relating to discrimination and
harassment.
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CORPORATE APPRAISAL FORM
Organisational Competence
Working Together
 this means seeking
partnership with others
(internal suppliers, other
agencies, communities,
service user groups, etc) to
establish links and networks
in order to achieve the best
outcomes for all parties.
Examples of evidence
Examples from your work last year
 Works effectively with colleagues from
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Improving and Innovating
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 this means changing self and
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services by doing things
better and by making
sustainable improvements,
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wherever possible, in
everything we do.
 Includes taking responsibility 
for personal development.

other Agencies and organisations.
Negotiates with others to achieve
equitable outcomes for all concerned.
Encourages and enables others to fill
gaps in provision.
Creates and encourages harmonious
relationships between colleagues and
partners.
Regularly modify their working methods
to enhance results/improves services.
Actively uses and responds to feedback
from others, enhancing quality
outcomes.
Uses evaluation methods to test and
modify processes they control.
Actively uses evidence-based practice
in arriving at courses of action.
Makes decisions that are not only best
for the present but also for the future.
SUMMARY OF ORGANISATIONAL COMPETENCY DISCUSSION
Putting the people of Devon first
Evidence provided ()
Valuing Everyone
Working Together
Improvement and Innovating
For help and support to use organisational competencies, visit The Source.
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Development required ()
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