Performance appraisal and development review (trainee solicitor)
Performance appraisal and development review (trainee solicitor)

The following Practice Management guidance note provides comprehensive and up to date legal information covering:

  • Performance appraisal and development review (trainee solicitor)
  • Aim of the meeting
  • What the meeting will cover
  • Preparation for appraisal meeting
  • Performance rating guidelines
  • Part 1: Performance against personal objectives
  • Part 2: Performance against SRA Practice Skills Standards
  • Part 3: Assessment of personal skills
  • Part 4: Legal knowledge
  • Part 5: Other achievements
  • more

Name of trainee [insert trainee’s name]
Appraising supervisor [insert trainee’s job title]
Appraisal period From [insert date] to [insert date]
Date of appraisal [insert date]

Aim of the meeting

  1. to provide feedback about your level of performance

  2. to plan your training, ensuring we are supporting your development

  3. to set and agree objectives to enable you to develop the skills needed to meet the SRA Principles and Practice Skills Standards

What the meeting will cover

  1. parts 1—6: Performance appraisal

  2. part 7: Training needs identified at last appraisal

  3. part 8: Objectives for next appraisal period

Preparation for appraisal meeting

Please review and complete sections 1–6 in advance of the meeting. Provide a copy of your completed form to the appraising supervisor in advance of the meeting. You may also wish to consider Part 8.

The meeting should be expected to last [1–1.5] hours. This should be protected time without interruption. When the appraisal is complete, both parties should sign and date the form and agree review dates (six-monthly or as agreed).