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EA ASSOCIATES

P E RF O RM A N CE A N D P E R S O N A L D E VE LO PM E N T R E VI E W

Name _________________________________ Position


________________________________
Review Period Business Unit
_________________________ ___________________________
Review Date
___________________________

PART A
The purpose of this form is to help you prepare for the appraisal so that
your meeting is as beneficial to you as possible. Use a spare sheet
where required or copy this form on to your computer and use it as a
soft copy.

1. What particular part of the position interests me most?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

2. What particular parts of the job interest me least?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

3. How have I carried out the main tasks I am responsible for?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

4. What areas could have been performed more effectively and how?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

5. Why am I not more effective in these areas?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

6. What have I done particularly well?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

7. What areas are unclear in my job?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

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EA ASSOCIATES
P E RF O RM A N CE A N D P E R S O N A L D E VE LO PM E N T R E VI E W

8. What extra guidance would I like to receive?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

9. Where do I want to be in five years time?


___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

Rating Scale
For the purposes of consistency, the same rating scales are used throughout the
EAQual system.

The ratings are as follows:


1. Outstanding
Consistently exceeds requirements
2. Very Good
Exceeds requirements in key areas
3. Good
Consistently meets requirements in key areas
4. Generally Satisfactory
Meets most requirements but development needed in key areas
5. Needs Improvement
Improvement needed in key areas
6. Unsatisfactory

The rating gives the opportunity for the individual and the appraiser to assess
performance during the review period against set ratings. It is important to
acknowledge that this is not a comparison between different individuals but
what one would expect of the individual aligned within their role and
responsibilities in the business unit.

The benchmark for a performance that fully and consistently meets


requirements is (3) Good. It is important to bear in mind that a (4) rating does
not reflect poor performance but a generally satisfactory performance with
some development needs.

The appraisers and mangers must not wait until the appraisal period to inform
an individual that their performance is below expected standards.

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EA ASSOCIATES
P E RF O RM A N CE A N D P E R S O N A L D E VE LO PM E N T R E VI E W

PART B
Please complete this form before the appraisal. It will also be completed
by the appraiser and will from the basis of the review.

TECHNICAL
1. Auditing, Accounting and bookkeeping
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
__________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
_______________________________________________________________________________

Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

2. Taxation (Corporation Tax, Personal tax, payroll, VAT etc)


Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

3. Time management of assignments


Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________

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EA ASSOCIATES
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4. Other
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

COMMUNICATION
1. Speaking, Telephone manners and Writing
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

RELATIONS
1. Internal
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

2. External
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

PRACTICE DEVELOPMENT AND MANAGEMENT


1. Assisting the administration and development of the business unit
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

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PROFESSIONALISM AND MATURITY


1. Conduct
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

MOTIVATION AND ATTITUDE


1. General drive and enthusiasm
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

PUNCTUALITY
1. Timekeeping in and out of the office
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

OTHER
1. Areas not covered by above
Individuals own rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Appraisers rating [ ]
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

General Comments
1. If desired
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

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EA ASSOCIATES
P E RF O RM A N CE A N D P E R S O N A L D E VE LO PM E N T R E VI E W

PERSONAL DEVELOPMENT
Review of previous Personal development plan
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

(A) TARGETS
Target to be achieved over the next 6 -12 months
1. EXTERNAL
Academic qualifications etc
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
2. INTERNAL
Academic qualifications etc
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

(B) SUPPORT
Training and development, guidance and coaching to be provided
1. EXTERNAL
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
2. INTERNAL
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

This is a true record of matters discussed and action agreed

Signed Individual Signed Appraiser


_______________________ _______________________

Name__________________________________ Name__________________________________

Date ___________________________________

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