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  Assessment  Index

Introduction

Sample Form

External Links

ACAS guidance booklet

This form should be used to keep a brief record of the performance interview.  Both employee and manager should be given a copy of the form once it has been completed.  No further copies of the form need be distributed unless the employee is unhappy with outcome of the interview.

Section 1                               YOUR JOB

(This section to be completed by the employee before the interview)

List below the five main tasks in your job and the rough percentage of time you spend on them:

Briefly describe below the other main tasks.  After them again indicate the rough percentage of time you spend on them.

Section 2.                              YOUR PERFORMANCE

(This section to be completed by the employee before the interview)

List below the your current performance objectives (i.e. those set at the last interview and subsequently modified since).

Finally summarise how you think you did in delivering those objectives.

Sections 3-6 to be completed by the Manager after the interview.

Section 3.                              REVIEW OF THE JOB STRUCTURE

Are you happy with the structure of the job as set out above?  If not indicate below the tasks that need to change:

Section 4.                              REVIEW OF PERFORMANCE

Briefly state below how well current performance objectives were met:

Section 5.                              PERFORMANCE OBJECTIVES

Briefly state below the performance targets you would like the employee to concentrate upon during the next review period:

Section 6.                              PERFORMANCE IMPROVEMENT

What help will the employee be provided with to meet those performance targets (i.e. coaching, supervision, training etc)

Signed by Employee                                                                                               Signed by the Manager

Date                                                                                                                        Date

Agreed date of next interview