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Making appraisals work for you What is appraisal? . Planned and prepared for meeting between manager and employee Two way discussionTo review activity over the yearTo explore problems and challenges facedTo review development and learning needs To plan activity for coming year .
                
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1. Making appraisals work 
for you  
Frances Pickersgill
Development Editor 
Nursing Standard  
2. Planned and prepared for meeting between manager and employee  
Two way discussion
To review activity over the year
To explore problems and challenges faced
To review development and learning needs 
To plan activity for coming year 
 
3. For the individual :
Specific skills and learning recognised 
Development needs identified and discussed 
Understands how their work contributes to overall endeavour 
Can improve performance and morale
Long term view of objectives and work plans 
 
5. Making appraisal work for you Keep a portfolio Either on paper or electronically, keep a diary of developmental activities, events attended, special projects undertaken, job application and promotions 
Decide whether you will keep a working portfolio of all your achievements and activities
Or a presentation portfolio , an edited collection of achievements for a particular purpose
 
6. Making appraisal work for you Preparation for appraisal  
Departmental  operational plan
Job description/person spec
Last year’s appraisal
Performance/achievements during the appraisal period
Priorities for coming year
Knowledge, skills and experience
Ways to maintain/improve performance
Possible training and development needs
 
7. Making appraisal work for you Appraisal components 
Preparation – gather organisation’s appraisal documents and materials 
Bring portfolio up to date
Evaluate your achievements and shortcomings (use CAR framework (challenge, action, result) to summarise these 
 
8. Making appraisal work for you Topics to cover during appraisal 
Nursing practice
Organisational skills 
Communication with colleagues, patients and relatives 
Teaching ability 
Relationships with students 
Enthusiasm for learning and development 
Special projects 
 
9. 
Achievements 		Areas for development 
1				1	
2				2
3				3
4				4
 
10. 
Choose one area of achievement and one area for development
Write down one statement for each that you can use in the appraisal session 
	1
	2
 Continue with remaining activities 
 
11. Making appraisal work for you Achievements 
For example:
Designed and implemented induction programme for all new students to orientate them to ward, introduce staff and outline placement learning objectives ; improved integration of students into team and increased learning opportunities
Increased ward staffing establishment by one WTE RN by negotiating longer term patient benefit in return for short term investment 
 
12. Identify areas of development
Discuss training needs, requirements, and desires—   discuss goals in IDP/plan IDP discussion
Identify changes for performance plan in next appraisal period
Consider what resources or policy changes would resolve major work challenges
Keep a record of the performance appraisal discussion with your manager 
Document feedback received and feedback given to your manager 
 
13. Regard appraisal as learning experience 
Acknowledge criticism but not defensively 
Approach problems positively- I was not aware you were unhappy with my report writing. What can you suggest I do to improve ?
Identify how you can improve problem areas 
Recall accomplishments, awards, commendations etc 
 
14. Making appraisal work for you 
The best feedback
Candid, honest
Specific and actionable
Based on more than one incident or example 
Based on more than one person’s view
Positive and constructive 
Behaviorally based rather than personality based
Summarised into key themes 
  
15. Making appraisals work 
for you  
Frances Pickersgill
Development Editor 
Nursing Standard