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Leadership And Hr

Conducting Effective Appraisals

Planning, Conducting, and Following Up on Staff Appraisals for Managers

2 CPD credits on completion
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Certificate on completion
Downloadable resources
Self-paced learning

About This Course

Course Information

This CPD course is designed to prepare you as a manager to get the best value out of the appraisal process and your direct reports.

Certificate on Completion

This course is made up of videos, questions and additional reading materials and accounts for 2 units of CPD. One unit is the equivalent of one hour of learning. A certificate will be issued once you have completed all 2 units.

Course Sections

This course is made up of the following sections:

  • Effective Appraisals – Part 1 (video)
  • Effective Appraisals – Part 1 (quiz)
  • Effective Appraisals – Part 2 (video)
  • Effective Appraisals – Part 2 (quiz)

What You Will Learn

  • Explain how the appraisal process connects individual objectives to the organisation's corporate, business, and functional strategies
  • Describe the virtuous circle of appraisals: setting objectives, providing training, improving performance, and rewarding results
  • Apply Vroom's expectancy theory (Valence x Expectancy x Instrumentality) to understand what motivates employees during the appraisal process
  • Identify common mistakes managers make in appraisals, including treating them as bureaucracy, allowing small talk to dominate, or relying on pre-conceived judgements
  • Compare appraisal types: management-led, self-appraisal, 360-degree, and 180-degree feedback, and select the right approach for different situations
  • Describe how to set SMART objectives that avoid unintended consequences and balance financial with non-financial targets

Who This Course Is For

  • Managers conducting appraisals for the first time or looking to improve their approach
  • Accountants and finance professionals with direct reports who want practical appraisal skills
  • Team leads preparing for upcoming performance review cycles

Prerequisites

  • No formal management training is required
  • Some experience in a workplace setting where appraisals take place is helpful for context

Frequently Asked Questions

Course Details

CPD Credits2
CertificateYes

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CPD certificate on completion
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