Performance Management
Appraisals that measure what matters, and managers who can run them.
A good appraisal is an agreement about what a job is for. When performance falls short, a fair improvement plan gives everyone a clear way forward.
Who it's for
- Teams where appraisals rely on memory and mood
- Managers tackling underperformance fairly
- Businesses starting their first appraisal cycle
What's included
- KPI frameworks built role by role
- Weighted scoring, guidance and evidence sheets
- Excel appraisal templates managers can use
- PIPs with SMART goals and 30‑day reviews
- Appraisal cycle design and manager coaching
What you get
Usual engagement: Project, or part of a retainer
Typical deliverables
- KPI framework for each role
- Excel templates with weighted scoring
- Performance Improvement Plan and tracker
- Appraisal calendar and manager briefing
How it works
- 1
Understand the roles
We start from what each role is really there to deliver.
- 2
Build the framework
KPIs, weightings and scoring guidance, agreed role by role.
- 3
Equip managers
Templates, evidence sheets and coaching to run the cycle.
- 4
Run and review
We support the first cycle, then refine what needs it.
More detail
A good appraisal is not a form. It is an agreement about what a job is for, measured in a way both sides accept.
When performance falls short, a Performance Improvement Plan gives the employee a real chance to improve, with clear goals and regular support.
It also gives you a fair, documented process if things do not change.
Usual engagement: Project engagement, or part of a retainer.
More on who it's for
- Organisations where appraisals rely on memory and mood
- Managers who need a fair way to address underperformance
- Leaders who want promotion and reward decisions backed by evidence
- Businesses setting up their first formal appraisal cycle
More on what's included
- KPI appraisal frameworks built role by role, with weighted percentage scoring
- Scoring guidance and evidence sheets, so ratings are consistent between managers
- Appraisal templates in Excel that managers can pick up and use
- Performance Improvement Plans (PIPs) with SMART goals drawn from the job description
- Regular check-ins, formal 30-day reviews and a measurable tracker
- Appraisal cycle design and coaching for managers
More on deliverables
- Excel appraisal templates with weighted scoring
- Scoring guide and evidence sheets
More on how it works
- Understand the roles: We start from job descriptions and what each role is really there to deliver.
- Build the framework: KPIs, weightings and scoring guidance, agreed with you role by role.
- Equip managers: Templates, evidence sheets and coaching so managers can run the cycle themselves.
- Run and review: We support the first cycle or improvement plan, then refine whatever needs it.
Related services
- Learning, Development and Culture Better conversations, stronger managers and a team that wants to stay.
- Employee Relations, Discipline and Exits Difficult people matters handled fairly, on record and with care.
- Recruitment and Selection The right people, hired fairly, through a process you can trust.
Start with a free discovery call
A free 20-minute call about where your HR stands and what would help most. No obligation. We will reply by email to arrange a time.