How Should I Go About Scheduling A Staff Performance Appraisal?

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How you set up a staff performance appraisal meeting has a lot to do with how well the process goes. The setup, or scheduling should be more than just setting a time for the meeting. The reason is that the better an employee understands what will happen, why it will happen and how it will happen, the less anxiety there will be and the more likely the employee will be more of an active and cooperative partner in the staff performance appraisal.

Make sure that you take a few minutes, face-to-face (NOT via memo or email to discuss:

  • how the employee can best prepare for the staff performance appraisal meeting
  • why it's being done and the possible benefits to the employee
  • the manager's (your) role, and the employee's role
  • how the process works, and what to expect
  • how the discussion will be documented and what the documentation will be used for.
  • the time allocated to the performance appraisal meeting

answers to any questions the employee may have about the staff performance appraisal meeting.

You might consider purchasing Getting the Most From Performance Appraisals Helpcard for each of your employees since it's a great handout to give to employees so they can prepare for the appraisal meeting.


About Company

Bacal & Associates was founded in 1992 by consultant and book author, Robert Bacal. Robert's books on performance management and reviews have been published by McGraw-Hill. He is available for consultation, training and keynote speaking on performance and management at work.


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We Believe

  • Performance management and appraisal MUST be a partnership between manager and employee where BOTH benefit.
  • Performance management can be the lever for improved employee engagement.
  • The review process is the LEAST important part of performance management
  • If managers aren't managing employee performance, why are they there?

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    (613) 764-0241
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  • Bacal & Associates
  • 722 St. Isidore Rd.
  • Casselman
  • Ontario
  • Canada, K0A 1M0