4 Tips for Preparing for an Appraisal

shake handsA while back I wrote to about the best ways of preparing for an appraisal. Today I’d like to expand on that by adding a few additional items that will help the appraisal process to run a bit smoother.

Set a Date and Time

Start by letting your employee known exactly when and where his appraisal will take place. Most employees know around what time of year their annual appraisals take place so letting him know the date and time a bit in advance will save him a considerable amount of anxiety. It will also give him plenty of time to gather any information he’d like to present.

Choose a Neutral Venue

Choose a private place within which you can hold your appraisal meetings. Don’t use your office or the office of your employee. Try to find a quiet conference room and make sure that your staff knows not to interrupt your appraisal meetings. Your employees deserve all of your attention during their appraisals.


Make sure that no matter what room you are in the layout is friendly and welcoming. Try to choose an informal environment and try to avoid sitting face to face or across from one another. If one person sits at the head of the table the other should sit to his right or left, at a 90 degree angle. It’s a bit more causal and a lot less confrontational.

Be Friendly

Despite your distaste for the appraisal process, you simply must be friendly, positive, and calming. Your employee, regardless of how great he performs, will likely be terrified of his appraisal. Make sure you smile, open with a positive statement, and use open body language at all time. Make sure your employees know that their appraisal meetings are theirs and they are welcome to add their own input at any time.

These are only a few more things you can do to make the appraisal process a more positive experience – for both you and your team members. I’ll have more for you later on! Until then, enjoy planning for your next set of reviews!

Thanks again,


Sean McPheat

Managing Director


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Mark-WilliamsMark Williams

Mark Williams is a learning and development professional, using business psychology and multiple intelligences to create fascinating and quickly-identifiable learning initiatives in the real-world business setting. Mark’s role at MTD is to ensure that our training is leading edge, and works closely with our trainers to develop the best learning experiences for all people on learning programmes. Mark designs and delivers training programmes for businesses both small and large and strives to ensure that MTD’s clients are receiving the very best training, support and services that will really make a difference to their business.