Course Profile

Course Profile: Managing Appraisals (1 Day)
The Appraisal process plays a vital role in assisting organisations to achieve their business goals by harnessing the skills and talents of their most important asset; their staff.  An Appraisal is usually a discussion between two people, a manager and an employee (the course will, however, reference other systems), providing a mutually agreed and holistic assessment of performance since the last Appraisal, an evaluation of an individual’s performance at that moment in time and a structured development plan for the forthcoming Appraisal period, ideally linked to the organisation’s goals and aspirations. Managed appropriately, the Appraisal can enhance service delivery, motivate and develop the staff member and enable them to understand how their performance contributes to organisational success.

This practical course enables Appraisers to:
  • reflect upon the wide range of skills they will be using when they conduct an Appraisal
  • recognise how their general management and supervision skills can develop Appraisee confidence in the process
  • make the Appraisal a smooth and comfortable experience for both parties
All training will be delivered in line with prevailing organisational policies, procedures, documentation and best practice and be informed by ACAS ‘Managing Performance’, ‘Appraisals and KFC made simple (2010) and TUC guidance. The course is set in the context of the Care Act (2014), supports the Social Care Commitment and will help organisations meet the CQC Fundamental Standards.
The course provides some knowledge for
MIS (2012): 3.2; 5.1, 5.3, 9
NHS: Core1.4; 2.4; 5.4; G1.4; G6.4; G7.4
QCF: SHC52; LM2a; LM2c
The course is designed for senior staff and managers working in all settings, including health & social care, education, Law etc.

Learning outcomes

By the end of the course learners should understand:

  • What is meant by Appraisal
  • Appraisal theory
  • The benefits of Appraisal:
            -for the Appraisee
            -for the Manager
            -for the organisation
            -for service users
  • How Appraisal links with everyday practice
  • How Appraisal links with the organisations objective/business plan, recruitment, setting employees objectives, the employment contract, key knowledge and skills, personal development plans and the worker’s Job Description
  • How Appraisal links with Supervision-the need for an integrative approach
  • The need to prepare staff for Appraisal:
            -the specific system
            -before the event
            -documentation
            -roles, rights & responsibilities    
            etc.
  • What is meant by ‘Standard’ & ‘Goal’
  • What is meant by ‘Competence’ and measuring ‘Competence’ - links to organisational values
  • The Appraisal meeting:
  •        -Where it should be held
           -The ideal conditions
           -Privacy issues
           -Timing
           -Styles etc.
  • How to use the organisation’s Appraisal document
  • What is meant by a Person Centred approach
  • Person Centred skills in Appraisal meetings-including promoting confidence & the ability to reflect
  • Different rating systems
  • Different types of Appraisal
  • How to give feedback assertively
  • How to support Diversity through Appraisal
Training methods utilised include: Tutor presentations; PowerPoint, Small & Larger group work, Ideas shower; Simulations, Handouts, Practice examples etc.