Recommendations for effective
appraisal meetings

Whilst formal performance management and appraisal may be relatively new to you, it’s been happening in business for many years. The Monster jobs website recommends the following simple ways to improve your appraisal meeting which have been adapted to fit the school context. These are for general guidance only and you should always refer to your school’s policies and procedures.

1. Be prepared

Ensure you are as ready for the meeting as you can be, it is your opportunity to demonstrate what you have achieved over the year.It shouldn’t lead to a flurry of activity to find evidence, you should have been collecting this in a portfolio and openly working with your appraiser throughout the year.

Be careful not to overwhelm your appraiser with evidence, keep it focused and link it to your standards and objectives and be clear about any impact on your performance. But also, don’t overlook evidence that they may not have access to, such as peer feedback and informal development you have engaged in with colleagues.

2. Keep focused on the appraisal

The appraisal should be held in private and in a place where you hopefully won’t be disturbed. You need to stay centred on the matter at hand. If either of you goes off-track, then the appraisal is unlikely to offer a fair reflection of a full year's worth of work. If you need additional time to talk through your appraisal, then request another meeting.

3. Think team and whole school

During an appraisal, sometimes team performance can be as much a part of the picture as your individual efforts. Be prepared to explain how you have been supporting colleagues or ways in which you realise you could have supported them better. Demonstrating this helps you to be seen as someone suitable for additional responsibility. Although an appraisal is about you, always remember that it is about you in the context of the wider school.

4. Look to the future

Appraisals are a chance for reflection, but they also constitute career renewal too. Be prepared to discuss matters such as personal development and career progression. If there are weaknesses in your performance as well as strengths, then think about how you might address these, perhaps by undergoing training or finding a mentor. As well as your professional objectives, you can also set personal goals and targets.

Following the meeting

You should receive a written appraisal report at the end of each appraisal period together with the opportunity to comment in writing on the appraisal. The appraisal report should include: details of your objectives and the appraisal period; an assessment of the performance of your role against your objectives and relevant standards; an assessment of your professional development needs and any action that should be taken to address them and a recommendation on pay, where that is relevant. Thinking about this before the meeting will further help you to prepare for it.

How SchooliP can help

SchooliP can hold all of the evidence you need to support your appraisal meetings. Because it is online and available as an app, you can continually add to it and reflect on your progress. Any information that is added by others, such as lesson observations are all there too, enabling you to add your comments and reflect on the feedback throughout the year. Your line manager can also see how you’re progressing and offer support, making your review meetings much more focused. 

Find out more

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