Conducting Performance Appraisals


For the busy accounting and finance professional, managing the performance of the people they manage is key to achieving objectives.

  Purchase this course online

This course is provided by a third party provider and the fee charged is exclusive of VAT.  Training tickets are not applicable on this product. 

Venue details:  
Online, ,
Start date & time:  
01 January 2019 00:00
End date & time:  
01 January 2022 00:00
Price: €85.00  (€85.00 Member price)
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CPD hours:  
Speaker details
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AccountingCPD. net


Product type:  
CPD online course
Leadership and personal effectiveness

The appraisal sits at the heart of any approach to performance management. The process of viewing the previous year's performance and of agreeing expectations for the coming period is key to the professional relationships managers develop with their staff.

This course shows how investing time in conducting effective appraisals creates a motivated team and saves you time in the long term.

Course overview 

Preparing for an appraisal

  • What is an appraisal and what is it for?
  • What principles should I follow?
  • What is the procedure?
  • What is the purpose of a preliminary meeting?
  • What preparation do I need to do for the meeting?
  • What preparation should I get the member of staff to do for the meeting?
  • How should I approach the meeting itself?

The appraisal meeting

  • How should I structure the meeting?
  • What do we need to cover at the meeting?
  • How do I ensure the meeting is constructive?
  • What else should I bear in mind?

Writing the appraisal document

  • What do I do after the meeting?
  • How do I fill in the form correctly?
  • How can I ensure that my written comments are fair and effective?
  • What should I do if the staff member disagrees with something I have written?

Handling difficult situations

  • How do I appraise someone I don’t get on with?
  • How should I handle conflict?
  • How should I go about giving very negative feedback?
  • What else might be difficult?