Narrative Appraisal Form

State:
Multi-State
Control #:
US-AHI-227
Format:
Word; 
Rich Text
Instant download

About this form

The Narrative Appraisal Form is a structured document designed to evaluate an employee's performance within an organization. This form highlights the employee's key accomplishments, strengths, and areas for improvement. Unlike generic performance reviews, this form provides specific action plans to enhance employee performance, making it a valuable tool for both managers and employees in the workplace.

What’s included in this form

  • Name of Employee: The employee's name is recorded to ensure proper identification.
  • Date: The date of the performance evaluation is noted for record-keeping purposes.
  • Successful Job Accomplishments: This section contains a list of significant achievements since the last evaluation.
  • Least Successful Job Accomplishments: This area highlights accomplishments that did not meet expectations.
  • Strengths: A section dedicated to identifying the employee's key strengths.
  • Areas for Improvement: This section outlines performance areas that need additional focus.
  • Action Plans: Specific strategies and timelines for how the employee can improve are included.
  • Overall Performance Rating: A summary area for assessing the overall performance against set benchmarks.
  • Completed By: Name and signature of the evaluator to validate the review.

When to use this document

This form is especially useful during annual performance reviews, mid-year evaluations, or when an employee is being considered for a promotion or new responsibilities. It helps to maintain clear communication about performance expectations and areas of development throughout the employee's career.

Who this form is for

This form is intended for:

  • Managers and supervisors conducting employee performance evaluations.
  • HR professionals responsible for employee development and performance management.
  • Employees seeking constructive feedback on their performance.
  • Organizations aiming to establish a standardized performance evaluation process.

How to prepare this document

  • Identify the employee's name and date for the evaluation.
  • Review the employee's previous accomplishments and list them under successful job accomplishments.
  • Document any less successful efforts to provide a balanced evaluation.
  • Assess the employee's strengths and areas needing improvement based on the review period.
  • Develop action plans that specify steps for performance enhancement.
  • Complete the overall performance rating and obtain the evaluator's signature for validation.

Notarization guidance

This form does not typically require notarization unless specified by local law.

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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

Form selector

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

Form selector

We protect your documents and personal data by following strict security and privacy standards.

Avoid these common issues

  • Failing to provide concrete examples of achievements and shortcomings.
  • Not involving the employee in the evaluation process, which can lead to miscommunication.
  • Overlooking the action plans section, thereby missing opportunities for improvement.
  • Using vague language instead of specifics, making it harder for employees to understand expectations.

Benefits of completing this form online

  • Convenience: Access the form anytime from anywhere, easing the process of performance evaluations.
  • Editability: Easily adjust fields and action plans within the document.
  • Reliability: Ensures all details are captured systematically, minimizing errors during manual entry.

Quick recap

  • The Narrative Appraisal Form is vital for performance evaluations.
  • Involvement of employees in assessments creates a constructive feedback loop.
  • Action plans are essential for effective employee development and improvement.

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FAQ

The Uniform Standards of Professional Appraisal Practice set forth the requirements for appraisal reports, which may be presented in one of three written formats: self-contained reports, summary reports, and restricted-use reports.

Narrative reporting describes the non-financial information included in annual reports to provide a broad and meaningful picture of the company's business, its market position, strategy, performance and future prospects.

In addition to these two types of appraisals, there are three types of report formats: self-contained, summary, and restricted. Self-Contained Report. In this option, the appraiser provides all of the data and the rationale used in the development of the appraisal.

A self-contained in depth report of all factual materials techniques and appraisal methods used by the appraiser in setting forth his or her conclusion of value.

The Appraisal Process and How Values Are Determined A property's appraisal value is influenced by recent sales of similar properties and by current market trends. The home's amenities, the number of bedrooms and bathrooms, floor plan functionality, and square footage are also key factors in assessing the home's value.

There are three types of approaches to value and they are sales comparison approach, cost approach and income capitalization approach. The sales comparison approach is the most commonly used approach in real estate appraisal practice for determining the value.

Include examples of performance where appropriate; Be brief and specific; Avoid adjectives and adverbs that are not objective; Use clear, concise statements or bullets; Avoid writing in third person;

Real Estate Glossary Term. Narrative Report. A type of appraisal report thatprovides the most detailed analysis, as it allowsthe appraiser to comment fully on the opinionsand conclusions of the appraisal.

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Narrative Appraisal Form