Finance manager appraisal form

This free sample/template/form of job performance appraisal include information as follows:

1. Employee Details

• Employee Name
• Review Period
• Position
• Date of joining
• Department
• Review Date
• Line Manager

2. Key duties/responsibilities of Finance manager

State your understanding of your main duties and responsibilities of Finance manager, for
examples:

• Ensure that all financial reporting obligations are met in relation to submissions for funding,
for grant aid, for contracts and any other initiatives.
• In conjunction with the governing body, draft, monitor and assess the business and
development plan.
• Ensure that appropriate financial regulations and controls are in place and in use at all times.
• Prepare and review detailed budgets for approval by the governing body in conjunction with
the Honorary Treasurer and/or appropriate Sub-Committee.
• Manage the development of the service to ensure that the promotion of equality of opportunity
and challenging discrimination are central to strategic development, management and its
services to clients.

You should design a table for this area that include columns: No, duties, weight, core,
comments.

3. Key result areas (KRAs) of Finance manager

Using the 4-point scale below, please assess your employee performance in the following areas:

• 4 – Performance was always successful, consistent and respectable and at times clearly
superior and exceeding standards.
• 3.5 – Performance was at most times clearly superior and exceeding standards.
• 3 – Performance was successful, consistent, and respectable in every regard with few
exceptions.
• 2.5 – Performance at times was inconsistent and did not meet standards.
• 2 – Performance at most times was inconsistent and did not always meet standards.
• 1 – Performance was overall unsuccessful and unacceptable with regard to expectations and
the requirements of the position.

Then, you can create a table with columns: No, KRAs, weight, performance score, descriptions.

4. Job objectives of Finance manager

List the objectives you set out for your staff (Finance manager) to achieve in the past 12 months
(or the period covered by this appraisal) with the measures or standards agreed – against each
comment on achievement or otherwise, with reasons where appropriate.

Score the performance against each objective (1-3 = poor, 4-6 = satisfactory, 7-9 = good, 10 =
excellent):

Then you create a table with columns: No – Objectives – Measure/standard - Score - Comment

5. Job competencies

Discuss and agree the skills, capabilities and experience required for competence in current role,
and if appropriate, for readiness to progress to the next role or roles.

Using the 4 point scale below, fill up the following table:

• 4 – Exceeds expectations
• 3.5 – Somewhat Exceeds Expectations
• 3 – Meets expectations
• 2.5 – Somewhat meets expectations
• 2 – Less than expectations
• 1.5 – Somewhat less than expectations
• 1 – Inadequately short of expectations 4

Core Values And Leadership Skills

• Results Orientation [e.g. quality of delivery].

• Customer Focus – internal as well as external.
• Leadership Qualities (e.g.initiative , integrity, enthusiasm and zeal, instilling trust, stretching
the goals, caring and sharing , interested in people development).
• Organizational alignment [e.g. corporate initiative, acceptance of change].
• Communication (e.g. Written and verbal communication, presentation skills, facilitation
skills).
• Problem Solving.
• Team work.
• Self-confidence (e.g. .taking on new responsibility, confronting and dealing with issues and
problems with confidence, risk taking ability).
• Professional Demeanor and Appearance.
• Openness to Feedback and Suggestions.
• Time management.
• Reliability.

6. Career development of Finance manager

Discuss and agree (as far as is possible, given budgetary, availability and authorisation
considerations) the training and development support to be given to help the appraisee meet the
agreed objectives above.

7. Overall rating of Finance manager:

• Exceptional
• Strong
• Fully Competent
• Continued Development
• Poor
• New to Position

Other comments:

8. Signatures

Name of Manager
Designation
Signature
Date

Appraisal acceptable to Employee: Yes / No Date

Signature

HR Manager’s Signature
Comments, if any
New Title (if applicable)
Date

Distribution: (1) Copy to HR departmental Personnel File (2) Copy to line manager. (3) Copy
to Manager / Supervisor.

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