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Performance appraisal and personal development plan—L&D manager
Published by a LexisNexis Practice Management expert
PrecedentsPerformance appraisal and personal development plan—L&D manager
Published by a LexisNexis Practice Management expert
PrecedentsName | [Insert appraisee’s name] | Current manager | [Insert appraiser’s name] |
Position/title department | [Insert appraisee’s job title] | Current personal Development plan (PDP) year | [Insert year] |
Department | [Insert appraisee’s department] | Date of appraisal | [Insert date] |
Appraisal conducted in person? | ☐ Yes☐ No |
Aim of the meeting
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To understand your personal aspirations
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To provide feedback about your level of Performance
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To plan your future with us, ensuring we are supporting your career development
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To set and agree objectives aligned with the strategic aims of the firm
What the meeting will cover
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Part 1: Performance against personal objectives
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Part 2: Performance against core skills
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Part 3: Assessment of overall performance
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Part 4: Future aspirations
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Part 5: Future personal objectives
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Part 6: Personal development plan
Preparation for appraisal meeting
Please review and complete sections 1 to 4 in advance of the meeting. This includes your assessment of your progress and performance rating. Provide a copy of your completed papers to [the Human Resources Manager OR your line manager] in advance of the meeting.
The meeting should be expected to last 1–1.5 hours. This should be protected time, without interruption. When the appraisal is complete, both parties should sign and date the form and agree review
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Related documents:
Practice notes 1
Precedents 7
- Agreement—education and training costs
- Interim review of agreed objectives
- Performance appraisal and personal development plan—Chief Executive Officer or Managing Partner
- Performance appraisal and personal development plan—Head of a support or fee earning dept
- Performance appraisal and personal development plan—support staff
- Policy—recruitment
- Training materials—appraisal training for managers