What to Prepare for Your Annual Appraisal

What to Prepare for Your Annual Appraisal

Annual Appraisal

Preparing for an appraisal meeting at work as an employee

Many companies make use of formal meetings known as appraisals, in which the employee and their manager and/or an HR representative review their performance over a set period, such as the previous 12 months. In many cases, the appraisal meeting precedes a salary review, and the results of the appraisal meeting are vital in determining what remuneration the employee will receive over the following 12 months.

If you are informed you will have an appraisal, you should take the following steps to prepare:

  • Start by looking at your job description and note down ways in which you believe you have fulfilled your duties over the period covered by the appraisal. Where possible, collect written evidence of this. Try and compare your performance against the expectations of the role, and don’t fall into the trap of comparing your performance to that of your colleagues
  • Compile a list of your additional work-based achievements, over and above the basic requirements of your role, over the period covered by the appraisal. This could include targets met and exceeded, procedures implemented or improved, cost and efficiency savings delivered or involvement in specific tasks and projects. Stress your personal contribution rather than just the contribution of your team or department. Also make a list of the skills you believe you demonstrated in achieving these goals, such as communication skills, organisational skills, people management skills, use of initiative, negotiation skills, attention to detail
  • Make another list of things you want to achieve in the next 12 months – perhaps this could include taking on additional responsibilities, attaining professional qualifications, moving sideways into other roles within the company, or getting involved in special tasks and projects. It may be best not to say you want to be promoted, unless your line manager has indicated they are seeking to leave the company or to secure an internal move
  • Also list any development needs you think you still have – a good employer should welcome your desire to better yourself
  • Dress smartly for the meeting, even if your employer normally operates a relaxed dress code
  • Conduct some research to find out what the going rate for your role is in the industry. If you feel you deserve more than a simple cost of living pay increase, you can present this evidence at the meeting

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