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L5 - Performance Appraisal Form

The Appraisal Meeting: The meeting will be a private, scheduled discussion covering:
A review of performance against the previous year's objectives.
Discussion of key achievements, strengths, and successes.
A constructive discussion of any challenges or areas for development.
Feedback from the manager to the employee and from the employee to the manager.
A discussion about future career aspirations and development needs.
Setting and agreeing on objectives for the next performance cycle.
Review of performance objectives; appraisal objectives link directly to Unbound’s quality priorities (e.g., safeguarding, user experience, innovation).
Evaluation of compliance with mandatory training
Discussion of feedback and professional development plans
Goal-setting aligned with governance objectives
Mid-year progress reviews ensure goals remain relevant.

Confidential

This document is the formal record of the performance appraisal meeting. It should be completed by the Line Manager during or immediately after the discussion and then shared with the employee for their comments and signature.

Section 1: Overall Performance Summary & Rating

Manager's Summary: Provide a concise overview of the employee's performance, contributions, and overall conduct during the review period. [Manager to complete.]

Overall Performance Rating: Based on the discussion and evidence, please select the rating that best describes the employee's overall performance against their objectives and the requirements of their role.

☐ Exceeds Expectations: Performance consistently surpassed the requirements of the role. The employee met all objectives and exceeded several key ones, making a significant contribution.

☐ Meets Expectations: A solid and consistent performance. The employee reliably met the requirements of their role and the majority of their objectives.

☐ Needs Development: Performance did not consistently meet the core requirements of the role and objectives were largely missed. A Performance Improvement Plan (PIP) is required.

Section 2: Review of Previous Objectives

This section reviews performance against the objectives set for the period.

Objective 1:

Managers Assessment:

Objective 2:

Managers Assessment:

Objective 3:

Manager Assessment:

Section 3: Key Strengths & Achievements

Summarise the key strengths, skills, and significant contributions demonstrated by the employee during this period.[Manager to complete, based on discussion.]

Section 4: Areas for Development

Constructively outline the key areas where the employee can develop their skills, knowledge, or behaviours. These should link to the Personal Development Plan below. [Manager to complete, based on discussion.]

Section 5: Objectives for Next Review Period ([e.g., 2026])

Record the agreed SMART objectives for the upcoming year.

Section 6: Personal Development Plan (PDP)

Detail the agreed actions to support the employee's professional development.

Section 7: Comments & Signatures

Employee Comments: Please provide any comments you have on the performance appraisal discussion or the content of this form. Your signature confirms that you have discussed this appraisal with your manager; it does not necessarily indicate agreement with the content. [Employee to complete.]

Overall Performance Rating: Based on the discussion and evidence, please select the rating that best describes the employee's overall performance against their objectives and the requirements of their role.

☐ Exceeds Expectations: Performance consistently surpassed the requirements of the role. The employee met all objectives and exceeded several key ones, making a significant contribution.

☐ Meets Expectations: A solid and consistent performance. The employee reliably met the requirements of their role and the majority of their objectives.

☐ Needs Development: Performance did not consistently meet the core requirements of the role and objectives were largely missed. A Performance Improvement Plan (PIP) is required.

Manager Comments:

Signatures:

A copy of this signed form will be placed in the employee's personnel file.

Employee Signature: ___________________________

Date: ___________________________

Manager's Signature: ___________________________

Date: ___________________________