Employee performance appraisal process checklists

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When it comes to employee performance appraisals, everyone has a part to play.

To help you properly prepare for your upcoming performance appraisals, so you can get the most out of them, we've put together some fairly comprehensive checklists for HR, managers and employees.

They walk you through everything from preparing your process for launch, to gathering the data you'll need, to conducting the actual appraisal meeting, then following up afterwards.

The checklists are all ready for you to use as is (as Word forms), but you can easily modify them to suit your needs.

HR checklist to help you prepare for your annual performance appraisal process


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Manager's checklist to help you conduct your annual performance appraisals


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Employee’s checklist to help you prepare for your annual performance appraisal


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Learn more about performance management best practices from our Performance management processes and Performance management training for managers centers of excellence.

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