Implementation checklist

This page lists some of the key aspects that you'll want to consider before launch and can be used as a checklist.

Configuration


Action
Forms

How many forms do you have and what are they?

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If you want to use a rating scale, what is it?>
Objectives

If you want to use a custom objectives template, what fields do you need?

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Should managers give a final rating for each objective? What rating scale or options should be available?>

Would you like to use the Personal Development Plan?>
People data

Send staff data to Appraisd (or add them manually yourself).
Click to download the Excel template

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After upload, have you checked the org chart and people list is accurate?>

After upload, check there are no warnings on Sense Check report.>
BrandingWould you like to customize the stylesheet? Have you provided your logo and CSS?>
AdminsWho should be Administrators and who should be Moderators?>
Appraisal cycleWhat is your appraisal cycle? Please specify 
e.g. 1 December – Annual Appraisal, 1 June – Mid Year Appraisal. 
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What date should we use to set up the first round of appraisals (if different from your appraisal cycle)?>
OtherWould you like to add a Department or other fields to your people list?>

Would you like us to produce screencasts or training materials?  Have you reviewed the video scripts and returned them with your amendments? Appraisee script template   Appraiser script template>

Would you like us to do any data entry for you
e.g. setting up previous objectives or uploading old appraisal documents?
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Communication


Action
Internal

We recommend you send an email to all staff from head of HR, CEO etc.:

"We're delighted to announce we'll be using Appraisd for all our appraisals, performance reviews, feedback, objectives and more. Please look out for an email from app@appraisd.com which will contain your log in details"

Mention training, who to contact for help, why Appraisd has been implemented and the benefits it should give you as a manager and as an appraisee.

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Launch

When would you like the launch email to be sent?

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Or would you prefer a staggered roll-out controlled by you?>

When should we switch on the email reminders?>
TrainingWhen would you like your first training session for Administrators?>

Would you like us to provide training for any other staff? What kind and when?>

Relationship


Action

Who is your Main Administrator and our primary point of contact with you?

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Is there a Purchase Order number and a method of payment you'd like us to use?>

Have you signed the Terms and Conditions and completed the Order Sheet 

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When's a good time for a post-launch review (typically scheduled for 1 month and 6 months after launch)?>



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