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Keep the Audience in Mind. Appraisal reports are written for senior management in your organization. Stay Relevant. Keep Track of All Achievements. Use Specific, Measurable, Confident Language. Document Goals. Performance Review Examples for Writing Skills. Do the Identified Writing Skills Support Document Goals?
Stick to the facts and underline expectations. Emphasize behavior. Align records of past performance. Describe proof of misconduct. Identify and present consequences. Meet in person and get a signature.
Gather information. List employee responsibilities. Use objective language. Use action verbs. Compare performance ratings. Ask open-ended questions. Use a point system.
Why You Should Document Employee Performance Documentation provides evidence that supports management decisions to take unfavorable action such as discipline or termination with an employee.Documentation provides evidence to justify salary increases, decreases, or why an employee received no raise.
Your performance documentation should be direct and clear and reference stated expectations, preferably expectations expressed in writing, such as in an email (e.g., Employee did not perform the task as directed and did not complete step six and nine as written in his project plan.).
Create a written document, memorandum or email for every important conversation, verbal warning or counseling session. Include who was present for the conversation, a summary of the key issues that were discussed and the responses given by the employee. Do not editorialize the conversation, says All Business.
Include specific examples to support your observations. Provide guidance for career growth and professional development opportunities. Make sure your default tone is a positive one. SMART goals. Always follow up.
Give precise details of the situation or circumstances. Describe the facts that resulted in the current situation. Be truthful so that you may not find yourself in a difficult position. Provide supporting documents if they are available. Describe what you will do to make the correction.
The key to writing a great letter of explanation is to keep it short, simple and informative. Be clear and write with as much detail as you can since someone else will need to understand your situation. Avoid including irrelevant information or answers to questions the underwriter didn't ask.