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Staff appraisals

Staff appraisals are to be conducted annually with all employees. The appraisal is based on the goals of the organisation as well as your own individual goals. There are different ways that you can prepare for the staff appraisal as an employee.

The staff appraisal is a conversation with your line manager aiming to develop the organisation and you as an employee. By taking shared responsibility for the staff appraisal you, as an employee, become a participant in organisational planning. 

How it works

Staff appraisals are to be conducted annually with all employees and are compulsory. The appraisal is to address the work situation as a whole and have a long term approach with

  • feedback,
  • evaluation and
  • planning,

and is to be based on the organisation as well as on you as an individual. The appraisal is to concentrate on

  • the focus of activities,
  • strategy,
  • goals,
  • circumstances,
  • conditions and
  • need for professional skills,

and your work situation, performance and plans for the future.

Job satisfaction, cooperation and work relationships can also be discussed, as well as general leadership issues. The appraisal is to lead to the compilation or updating of an individual action plan for you. 

Your responsibility as an employee

Your line manager is responsible for ensuring that the appraisal is held. As an employee, you are responsible for preparing for it; you should follow up the previous year’s appraisal and go through the goals and professional development plans established on that occasion.

Agreed activities, individual goals and professional development plans should be followed up continuously during the year. Both your manager and you as an employee are responsible for implementing the activities described in these plans. 

Templates for individual goals and professional development plan (PDF, 70 kB, new window)

Support and advice to bear in mind

You should prepare:

  • a description of your work situation
  • your own goals and tasks
  • the need for concrete activities and development to achieve the goals and be able to fulfil the tasks.

The annual cycle for staff appraisals

The model can provide guidance on how the annual cycle works for your staff appraisal:

Year of operation
Year of operation.


Page Manager:


Please contact your line manager or the human resources officer within your department/faculty or equivalent.


Telephone: +46 (0)46-222 00 00 (switchboard)
Mailing adress: Box 117, 221 00 Lund, Sweden
Invoice adress: Box 188, 221 00 Lund, Sweden
Organisation number: 202100-3211

Site manager: staffpages [at] lu [dot] se

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