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Preparing for a Values Based Appraisal

When preparing, ensure both manager and employee have planned and prepared well for the conversation by:
  1. Ensuring you have both familiarised yourself with the process.
  2. Giving the employee the Values Based Appraisal guide in advance of the meeting, so they have full understanding of the process.
  3. Reminding yourself (both manager and employee) of what has been achieved over the last 12 months.
  4. Reviewing the progress and support needed for all staff in the Succession Review meeting.
  5. Giving the employee protected time beforehand to encourage them to complete the self-assessment and other documentation and reflect on where they think their potential sits within the context of the Career Conversation Framework.
  6. Considering and bringing wider evidence to support the discussion e.g.
    • Self-assessment results page
    • Feedback and reflections on what you found out
    • Past objectives and performance outcomes
    • Examples of work
    • KSF Outline or other relevant frameworks
  7. Making sure you have time before hand so you are both in a good place mentally to be able to have a good conversation.
  8. Ensuring enough time is given for the meeting and that the time is protected.
  9. Being mindful of the environment where you hold this conversation – using quiet and comfortable surroundings.
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