The key success factors

Preparing the annual performance
appraisal

• The key success factors

THE PERFORMANCE • Don't wait: set the dates for your team and send an invitation to their calendar at
APPRAISAL least two weeks beforehand

BEFOREHAND • Remind them that the appraisal must be conducted face-to-face, other than in
exceptional circumstances

• Ask the employee to prepare their self-assessment document and their CV and
send them in as soon as possible before the appraisal (this is not compulsory)

• Centralise all the requisite resources: notes from the previous appraisal and for
the present one, and all relevant documents (emails, accreditations, etc.)

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THE PERFORMANCE To structure your appraisal and help you feel more at ease during your discussions, here
APPRAISAL are some questions you can ask yourself beforehand:

BEFOREHAND  What is my objective for this appraisal? Congratulate, encourage, give perspective,
offer support through an improvement plan? This objective should guide you
throughout the appraisal 23/09/2022 ARTELIA 3

 Is the employee fulfilling his or her tasks? Why? What are the observable facts? What
action(s)/project(s) has he/she initiated? Objective facts, and nothing but the facts

 What outcomes have been achieved? Are they in line with the initial expectations?
How were they achieved?

 If goals have not been met, what difficulties were encountered? What steps were
taken to overcome them?

 Is the behaviour I observed typical of this employee, or is it the result of a specific
situation?

 What skills were used? In what circumstances?
 Grounds for satisfaction/Areas for improvement

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THE PERFORMANCE  You can also encourage your employee to prepare for his/her appraisal, by providing 23/09/2022 ARTELIA 4
APPRAISAL some examples of key questions (not compulsory):

BEFOREHAND  What is my assessment of the past year? What were my goals? What projects did I
participate in? What did I do well, and what didn’t work out? What obstacles or
4 difficulties did I encounter?

 Apart from the goals for the past year, what were my specific achievements? On what
path?

 What skills and knowledge did I use?
 Did I take part in any specific assignments (cross-disciplinary projects, R&D, transmission

of knowledge) or internal training courses?
 How is my relationship with the team? With my line manager? What can we improve?
 How do I see the future? What new tasks or responsibilities would I like to be given?

What skills do I need to develop for this to happen?

The better the appraisal is prepared, the more constructive the discussions will be.