Swift Agility · Practical appraisal tools

Agree the targets before the year gets away.

Enter the role and department, shape the targets together, then print a sheet for both parties to sign. Your entries stay in this tab and clear when you leave or reload.

1. The role and period

Sheet format

Organisation

Role / designation

Department

Period starts

Period ends

Names and employment details (optional until signing)

Appraisee name

Supervisor name

Personal number

Job group / grade

Duty station

2. Targets you can measure

Starter targets are editable examples. Replace the numbers and standards with what this role can deliver.

Target 1

Target 1: agreed result

Target 1: indicator

Target 1: evidence source

Target 1: due date

Target 1: weight (%)

Weight total: 0 / 100%

Training, resources and support

8 items to complete before export.

Choose “Save as PDF” in the print dialog. Check and sign the printed copy.

Swift Agility Consults · Working document

KPI · Target agreement

Swift Agility working template · Not entered to Not entered

Employment details

OrganisationNot entered

Appraisee / personal numberTo be completed before signing

Designation / gradeNot entered

Department / duty stationNot entered

Terms of servicePermanent

SupervisorTo be completed before signing

Agreed performance targets

Agreed performance target	Performance indicator / proof	Weight	Achieved results	Score (%)
1. Target to be agreed Due: Not entered	Evidence:	%	At review	At review

Weights total 0%. At review: sum of each target score × its weight ÷ 100. Agree the rating policy before signing.

Training and support agreed at the start

Record agreed training, resources and support here: ______________________________________

Appraisee:

Signature: ____________________

Date: ________________________

Supervisor:

Signature: ____________________

Date: ________________________

Both parties should agree the targets, measures, dates and support before signing. Typed names identify the parties; they are not captured signatures.

Sources and how this tool works

KPI weights apply only to the custom KPI sheet. SPAS and GP 247B use the mean of target scores and the source form’s target / indicator / result / score columns. This is a target-setting extract, not the full appraisal report. Confirm which edition your employer requires, especially during the FY2026/27 SPAS review.

PSC 37A · Revised 2016 · Job Group J and above

PSC 37B · SPAS 2016 · officers below Job Group J

GP 247 B · 2008 form · Job Group G and below

NCPSB 37B · County form posted for FY2024/25 · year entered by employer