Documentation sheet: Appraisal interview

Superior:

Staff member:

Date:

Part 1 – Looking back

Tasks / goals of last appraisal interview / Achieved yes/no / Comment
Cooperation between superior and staff member
(Mutual Feedback: Superior to staff member and vice versa)
What worked well?
(e.g. regular reports)
What worked less well?
(e.g. irregular transfer of information)
Work contentment
What worked well?
(e.g. cooperating with colleagues)
What worked less well?
Agreement for the upcoming year - cooperation:
Rules for cooperation:
(e.g. face-to-face talk every two weeks)

Documentation sheet: Appraisal interview

Superior:

Staff member:

Date:

Part 2 – Looking ahead

Goals / tasks[1] for the upcoming year (what?)
Criteria of success for obtaining goals and reflecting on resources.
(How will I know I have achieved my goal / fulfilled my task? What resources do I need?) / Subgoals / subtasks for goal / task achievement (How?) / Time frame
(by when should the goal be reached / the task fulfilled?)
Goals / tasks for the upcoming year (what?)
Criteria of success for obtaining goals and reflecting on resources.
(How will I know I have achieved my goal / fulfilled my task? What resources do I need?) / Subgoals / subtasks for goal / task achievement (How?) / Time frame
(by when should the goal be reached / the task fulfilled?)
Measures for development for the upcoming year[2]:
Vacation plan for the upcoming work year[3]:
Comment:

______

Date Signature of staff member Signature of superior

Please note: The documentation sheet remains with the conversation partners; kindly register only the date of the completed appraisal interview in the BOKU training passport via BOKUonline.

Documentation sheet: Appraisal interview 2017 2 out of 4

[1] Status quo goals for the same performance / tasks vs development goals for new goals / tasks / projects

[2] Such as trainings in the BOKU training passport

[3] When planning the work year times of recreation and vacation should always be discussed. The definitive vacation agreement is settled using the vacation form („Urlaubsformular“).