Performance Appraisals - Searchlight Insurance Training

Performance Appraisals

The appraisal process is an essential part of managing people.  Undertaken effectively, it gives people a sense of purpose, a clear focus and a desire to achieve in the role.

This workshop considers the key areas of a successful appraisal review, by focusing on planning and preparation, the appraisal structure, performance assessment, the appraisal discussion and the follow-up.

It is for those new to conducting appraisals or those who wish to refresh their skills.

Level: Introduction

Duration: 1 day(s) CII CPD Hours: 6


By the end of the workshop delegates will be able to:


•Outline the planning and preparation  required for an effective appraisal discussion


• Describe how to review performance on the basis of evidence rather than value judgement


• Explain how to discuss unsatisfactory performance constructively


• Give feedback to motivate the  appraisee and enhance their self  esteem


• Develop realistic and measurable objectives for staff


• Conduct an appraisal interview using  the appropriate interpersonal skills


•The system

•The mechanics and timing

•The documentation

• Planning and preparation

• Administration

• Self appraisal

• Performance review

• Handling performance difficulties

• Changing focus

• Setting objectives

• Using the SMART technique

• Gaining agreement

• Agreeing Training and Development Needs

• Skills practice

• Closing and following up the interview

•Personal action plan for further development of skills