Performance reporting and appraisal - part 1

In this lesson

1. 0:00 What is performance appraisal
2. 0:48 Three main purposes of appraisal
3. 2:50 Specific objectives of performance review
4. 6:28 Organisational benefits of appraisal
5. 8:15 Employee benefits and outcomes

About this lesson

Understanding performance reporting and appraisal is essential for Performance Management and relevant across CIMA and ACCA qualifications, particularly when managing people and organisational performance. In this first part, we break down what systematic performance appraisal actually involves. You'll discover how appraisals go beyond simply reviewing past performance; they also support future development, career planning, and succession. The lesson explains how effective appraisals clarify roles and responsibilities, establish key results and targets, compare actual performance against set standards, and identify training needs and improvement areas. You'll also see how appraisals create an inventory of current and potential skills, helping organisations plan strategically for the future. The benefits of a structured appraisal process are significant. For organisations, systematic appraisals ensure consistency across departments and over time, identify genuine areas for improvement, create a fair basis for reward and promotion decisions, and help align individual targets with broader organisational objectives. For employees, appraisals provide fair remuneration, opportunities to discuss career prospects, a chance to express training needs, and valuable feedback from managers. The lesson emphasises that when done well, appraisals improve communication between managers and teams, recognise strong work, and support human resources planning across the business.

Duration: 11m