Ready-to-Use Performance Appraisals

WILLIAM S. SWAN, PHD, is President of Swan Consultants, Inc., and the bestselling author of How to Do a Superior Performance Appraisal, also from Wiley. Dr. Swan is also Associate Dean of Executive and Professional Education at the Peter J. Tobin College of Business at St. John’s University in New York.LESLIE E. WILSON, MS, is President of LEW Learning, a New York–based training and consulting firm focused on assisting clients with their learning and development processes. Ms. Wilson has led large performance management projects in several Fortune 500 companies.

• List of Downloadable Forms and Evaluation Statements viiIntroduction How to Use This Book ixThis introduction includes information about how to download the forms and evaluation statements in this book.Part I Tips For Effective Performance AppraisalsChapter 1 Guidelines and Tips for Rating Performance 3This chapter covers guidelines and tips for evaluating performance, including common rating errors and how to avoid them. It also covers how to write the performance appraisal. This includes how to gather and analyze data over the year, how to accurately and fairly determine the individual and overall numerical ratings, and how to write the narrative summary.Chapter 2 The Face-to-Face Meeting: How to Deliver an Appraisal to an Employee 21This chapter includes practical tips and tools for writing and delivering the performance appraisal. Specific topics in this section include common errors in appraisals and performance objectives.Part II Downloadable Performance Appraisal FormsChapter 3 A Model Annual Performance Appraisal Form 37This chapter includes a downloadable, model performance appraisal form you can adapt to your organization and circumstances. Each section of the form is described in detail.Chapter 4 Implementing the Model Annual Performance Appraisal Form 47This chapter covers deciding on competencies, creating a rating scale, and dealing with your existing form.Chapter 5 Sample Forms from Different Companies 61The real-life performance review forms provided in this chapter can help readers develop or customize their own forms. Elements that may change from form to form include rating scales, physical layout, competencies, ratio of qualitative to quantitative feedback, format of items to be rated, use of objectives or goal setting, and development planning.Part III Ready-To-Use, Downloadable, Customizable Evaluation StatementsChapter 6 Twenty-One Top Core Competencies and Four Managerial Competencies 87This chapter includes the competencies most commonly used in performance management today, along with narrative statements that describe an employee’s performance at three levels: “Exceeded Expectations,” “Met Expectations,” and “Did Not Meet Expectations.” This chapter is divided by competency, and the narratives are written in paragraph format. They can easily be downloaded, customized, and adapted for any job title in any industry or profession.About The Authors 235