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"Performance Data Gathering Checklist"

This Performance Data Gathering checklist will help you to gather performance data throughout the year from a variety of sources, which will support your performance summary of an individual during the appraisal meeting.

Gathering performance data is an essential part of the assessment process. This data should be collected form several sources in order to provide a balanced picture of the team member's performance. You should collect data based on: progress towards goals, third party feedback, and observed competencies, as well as generic data, like attendance and general reliability.

Generic data relates to the attitudes an individual portrays towards their role and the organization. This includes things like: level of absenteeism, their attitude to organizational policies and procedures, their ability to 'get on' with others, including supervisors, co-workers, customers and suppliers as well as their willingness to seek out new assignments and additional responsibilities. This generic performance data must always be viewed in the context of the team member's job description and their contribution to the organization's success.

You need to allocate frequent slots within your monthly work schedule where you collate and record performance data. An effective way to collect the required data is to ask your team to structure their monthly progress reports in a way that maps to their personal goals. You should collect performance appraisal data based on: progress towards goals, third party feedback, and observed competencies, as well as generic data like attendance.

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