WalkThru: How to lead an appraisal meeting

This WalkThru of appraisal has been adapted from Wholesome Leadership, by Oliver Caviglioli as a free downloadable resource.

The purpose of these WalkThrus is to try and ‘demystify’ the things school leaders do by making visible some of the common routines and processes they carry out. I have found, through working with Oliver, that these visual aids can help to simplify otherwise complex processes.

You can download this WalkThru here as an A3 poster or visit Oliver Caviglioli’s awesome website where there’s a collection of other school improvement processes including Learning Walks, Review Mornings and Progress Meetings (CAP Meetings).

Feel free to use, adapt around your own school, subject and context.


An annual appraisal meeting should be a great opportunity to have a meaningful one-to-one with members of staff to thank them for their contribution to the school in the last year and to think about how they can develop in the future. Quality reflective time with staff is a rare commodity and the 40 minutes or hour that you spend with them in appraisals is precious. If this opportunity is not grasped, these useful discussions can be lost in meetings that race through the process, ticking the boxes but missing the point. In recent years, the quality of appraisals has been limited due to a demand that they become a process where a judgement is made on performance-related pay. Since evidence now shows that the impact of performance-related pay is negligible, we should make sure that appraisals are used more effectively as developmental and motivational tools for our staff.

  • Be prepared for the meeting – make sure that you have all the documentation you need from the previous year and that the appraisee is prepared to talk through their objectives with supporting evidence. If either side is not properly prepared, stop the meeting and arrange a time to do it again; otherwise, it undermines the process.
  • Talk through the objectives set for last year and allow time for reflection and discussion on these points. Avoid simply focusing on the success criteria and whether a target has been ‘met’.
  • Celebrate successes and take time to appreciate and thank people.
  • Include a discussion on wellbeing as part of the appraisal discussion and, if the appraisee would like to, write down some commitments that you will both make to support their wellbeing for the year ahead.
  • Avoid making the meeting a drawn-out game of cat and mouse which focuses on whether to give someone a pay rise. In my view, unless someone has not met the Teachers’ Standards consistently throughout the year (in which case some kind of managed support process is warranted), they should automatically make progress on the pay scale (upper pay scale is a separate discussion).
  • Set challenges and targets that stretch and excite you both within a ‘high challenge/low threat’ discussion. Remind your appraisee that no one gets sacked for being ambitious and doing a good job.

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