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Unit 651 Appraise Staff Performance (J/504/2219) Assignment Brief 2026

· 📅 May 7, 2026 · ⏱ 4 min read
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Unit 651 Appraise Staff Performance Assignment Brief

Qualification: City & Guilds Level 4 Diploma in Adult Care (England) (4222-34/84)
Regulatory reference number: (601/5641/7)
UAN: J/504/2219
Unit number: 651
Unit Title: Appraise staff performance
Unit Level: 5
Unit credit value: 5
Assessment type: Portfolio of evidence.
Learning outcomes 2, 3, 4 and 5 must be assessed in a real work environment.
Guided Learning Hours (GLH) 32
Relationship to NOS: This unit is linked to LM 508
Endorsement by a
sector or
regulatory body:
This unit is endorsed by Skills for Care.
Aims: The purpose of this unit is to develop the learner’s knowledge, understanding and skills to appraise staff performance.

Learning Outcome

The learner will:

1. Understand policies, theories and models which underpin appraisal of performance

Assessment criteria

The learner can:

1.1 explain policies and agreed ways of working for appraisals in the work setting

1.2 research models of appraisal to explore their applicability in the work setting

1.3 evaluate how appraisals are used to inform:
a. achievement of objectives
b. overall performance
c. future objectives

1.4 explain how appraisals are used to develop practice

1.5 differentiate between appraisals and disciplinary processes

1.6 use research on the theories of power to explore the relationship between appraiser and appraisee.

Range

Policies and agreed ways of working – this will include organisational and national policies.
These may be attached to standards or frameworks.

2. Be able to support others to understand the purpose of appraisal

Assessment criteria

The learner can:

2.1 support others to develop an understanding of the purpose of appraisals to include:

a. mutual responsibilities
b. the achievement of objectives
c. reflection on overall performance
d. professional development
e. how outcomes of the appraisal will be used
f. future objectives.

Range

Others will include those staff for whom you have responsibility.

Mutual responsibilities – the underpinning principle of appraisal is that both parties engage in a conversation rather than it being a ‘top- down’ process. Therefore, there is an element of joint responsibility and both parties should familiarise themselves of the competences against which the appraisal is measuring performance and identify evidence of compliance or non- compliance. There should be no surprises in the appraisal as non- compliance issues should already have been raised and discussed.

3. Be able to facilitate preparation for appraisals

Assessment criteria

The learner can:

3.1 confirm with appraisee the objectives against which performance will be appraise

3.2 identify with the appraisee the actions they need to take to prepare for their appraisal

3.3 evaluate evidence gathered from a range of sources towards achievement of objectives

3.4 prepare paperwork for appraisal in line with work setting requirements.

Range

Range of sources may include:

  • feedback from individuals, carers and families
  • feedback from other colleagues, other professionals
  • own observations
  • work products.

4. Be able to support appraise to participate in appraisal meet

Assessment criteria

The learner can:

4.1 explain how power can be managed within the appraisal process to facilitate the participation of the appraise

4.2 demonstrate how to prepare the environment for the appraisal meeting

4.3 support the appraisee to engage in an evaluation of their performance over the past year to include:

a. areas of practice which have met or exceeded standards
b. areas for development

4.4 provide feedback to appraisee on their performance over the past year to include:

b. areas for development

4.5 identify with appraise work objectives for forthcoming year

4.6 identify with appraisee professional development plan for forthcoming year

4.7 record the appraisal in line with work set requirements.

5. Be able to evaluate own practice during the appraisal process

Assessment criteria

The learner can:

5.1 evaluate with appraisee their experience of how the appraisal was conducted

5.2 reflect on own practice in managing the appraisal process.

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