Prepare Documentation

Prepare documentation to be used during the interview and ensure that copies are available to the staff member or team.

Distribute copies of performance planning and agreement documentation as well as any review documentation at least two weeks before the actual performance review.

You would need the following documentation for a performance review:

• The staff member’s personnel and work record.
• Development or career planning file, if available.
• Original copy of performance planning and agreement documentation.
• Any previous performance review documentation applicable to this performance cycle.
• Any new documentation required for performance appraisal.

Click here to view a video that explains the success factors of a performance appraisal.

NOTE: It is a good idea to personalise performance appraisal documentation by using original copies (not photocopies) with the staff member’s name and details printed on it.