OASL · E-SPAR TrainingOffice of the Administrator of Stool Lands
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Online Training · 2 Days

Staff Performance Appraisal & the E-SPAR System

A guided, interactive course for officers of the Office of the Administrator of Stool Lands (OASL) — understand how performance is planned, reviewed, scored and rewarded across the appraisal year.

📅 A 2-day training, delivered region by region · 2nd June – 3rd July 2026

Organised by the Office of the Head of the Civil Service (OHCS)

3Appraisal phases per year
60/40Targets vs. competencies score
7Core competencies assessed
~25Minutes to complete
🎯

Learn the purpose

Why performance management exists and how it links your daily job to OASL's national mandate.

🗓️

Master the cycle

Planning, mid-year review and end-of-year assessment — what happens, and when.

💻

Use E-SPAR

Navigate the electronic system, understand user roles and avoid common mistakes.

Loyalty · Excellence · Service

Module 1

Introduction & The Bigger Picture

Every target you set begins life as a national priority. Here is how your individual work connects upward to the development agenda of Ghana.

The objective of the Civil & Public Service

To assist Government in the formulation and implementation of policies for the development of the country. At OASL, this means the effective collection, management and disbursement of stool land revenue in service of communities and traditional authorities.

How your work cascades from the national agenda

National level

National Development Agenda & Sector Medium-Term Development Plans (SMTDP)

Institutional level

OASL Directorate / Division / Unit Action Plans

You

Your individual Job Schedule & agreed appraisal targets

Your targets are not invented in isolation — they are drawn from your unit's action plan and your job description.

Module 2

What is Performance Management?

Performance Management (PM) is not a once-a-year form — it is a continuous, shared process.

Definition

Performance Management is a continuous process by which Managers, Directors, Supervisors and Team Members work together to plan, monitor, review and assess targets that contribute to the overall strategic goals of the organisation — while also developing the knowledge, skills and capacity of staff.

The four continuous actions — tap each card

📝

Plan

Tap to reveal →

Agree focus areas, SMART targets, resources and a learning plan at the start of the year.

👁️

Monitor

Tap to reveal →

Track delivery throughout the year. Supervisor and officer stay in regular contact.

🔄

Review

Tap to reveal →

At mid-year, assess progress honestly and adjust targets, timelines and support.

Assess

Tap to reveal →

At year end, score performance and competencies, then plan development and rewards.

Why it matters — objectives of the PM System

🔍

Transparency & accountability

Increases openness in the delivery of public services.

⚖️

Fair assessment

A reliable, dispassionate means to assess the level and quality of work done.

🧩

Confirm & close gaps

Confirms competencies and identifies capacity gaps for redress.

📈

Continuous improvement

Creates a chance to learn lessons and drive ongoing change.

Module 3

Measurement Tools & Legal Basis

Two instruments measure performance in the Service — the one that applies to you depends on your grade.

① Performance Agreements

Signed by Chief Directors, Heads of Department and Directors / Analogous grades.

Agreements with the Head of the Civil Service / respective Chief Directors, endorsed by Sector Ministers.

② Staff Performance Appraisal

Completed by officers on the grades of Deputy Director / Analogous grades and below.

This is the instrument delivered through E-SPAR — and the focus of this training.

Who signs what — the three tiers

Tier 1

Chief Directors sign agreements with the Head of the Civil Service, endorsed by Sector Ministers.

Tier 2

Heads of Department / Directors & analogous grades sign with their Chief Directors.

Tier 3 — E-SPAR

Deputy Director / analogous grades & below sign the Staff Performance Appraisal Form with their supervisors.

⚖️ The legal foundation

Civil Service Act 1993 (PNDCL 327)

  • Section 7 — Functions of the Head of the Civil Service; ensure general efficiency.
  • Section 88 — Recognition & Award system; awards for meritorious performance (sub-sections 1 & 2).

Public Sector Performance Management Policy

Provides the cross-service framework within which OASL operates its appraisal cycle.

Module 4

The Appraisal Cycle — Three Phases

The appraisal year runs on a clear rhythm. Knowing the timing keeps you compliant and stress-free.

January

1 · Performance Planning

Appraiser and appraisee meet to agree focus areas, SMART targets, resources required, competencies and a learning plan.

July

2 · Mid-Year Review

Progress on each target is honestly assessed. Targets and timelines are adjusted where needed; support is arranged.

December

3 · End-of-Year Assessment

Final scoring of targets (60) and competencies (40) for a total out of 100.

Ongoing

4 · Decision Making

Outcomes feed career development plans, training needs, and the reward & sanction process.

💡 Remember: Outcomes of the mid-year review must be fed back into the targets and timelines — the cycle is a loop, not a straight line.

Inside the Planning Phase — the building blocks

1Focus Areas (FAs)
  • Minimum 2, maximum 3 for Sub-Professional officers.
  • Minimum 3, maximum 5 for Professional officers.
  • Drawn from the Directorate / Unit Action Plan and your job description.
2Targets
  • Minimum 5 targets for Sub-Professional; 6 for Professional officers.
  • Must be SMART — Specific, Measurable, Achievable, Realistic, Time-framed.
  • Example: “Draft quarterly report submitted to Supervisor by March 2026, June 2026, September 2026 & December 2026.”
3Resources Required
  • Tools needed to deliver, e.g. laptop, printer, photocopier, A4 sheets, software, data.
4Competencies
  • 7 broad competencies with 20 descriptions in total.
  • Assessed separately from targets and worth 40 of the 100 marks.
5Learning Plan
  • Identify the skill / competency gap.
  • State the programme or action (course, workshop, coaching, on-the-job training, webinars, readings).
  • Recommended mode of learning and the date / duration.
Module 5

The Seven Core Competencies

Beyond what you deliver (targets), the system assesses how you work. These seven competencies carry 40 of the 100 marks.

🎓

1 · Professionalism

Technical & supervisory mastery, persistence under difficulty, ownership of results.

🛡️

2 · Integrity

Lives Service values, acts without personal gain, resists undue pressure in decisions.

🧭

3 · Leadership

Proactive strategy, empowers others, drives change and improvement.

🗂️

4 · Organisation & Management

Clear targets, efficient use of time, manages risk, follows up for results.

5 · Maximising Productivity / Decision-Making

Influences events to achieve results, embraces continuous learning, solves problems creatively.

🤝

6 · Teamwork

Collaborates, values others' input, shares credit and accepts joint responsibility.

💬

7 · Communication

Speaks & writes clearly, listens, asks clarifying questions, interprets messages correctly, shares information openly and keeps people informed.

💡 In review: Supervisors note how many descriptions an officer demonstrated, e.g. “demonstrated 2 out of 3,” with concrete remarks and a way forward — never vague phrases.
Module 6

How the End-of-Year Score Works

A total of 100 marks. Targets are worth 60; competencies are worth 40. Drag the slider to see how the two combine.

100out of 100
60 / 60Performance on Targets (Q)
40 / 40Competencies demonstrated
Unscored / gap to 100

How targets are scored

Each target earns marks based on actual delivery. The supervisor records a brief, specific status and the key issues & next steps — vague phrases such as “ongoing” or “target met” are not acceptable.

What happens with the score

It feeds career development (Section 8), formal comments (Sections 9 & 10), and the decision-making phase — reward, sanction, and future training needs & learning plans.

Module 8

The E-SPAR System & User Roles

e-SPAR — the Web-Based Staff Performance Appraisal Reporting System — delivers the whole appraisal online for Deputy Director / analogous grades and below.

Compliance

Ensures participation and adherence to timelines for all eligible officers.

📊

Real-time assessment

Systematically assesses targets & competencies and gives real-time feedback on strengths and weaknesses.

🧠

Data-driven decisions

Guides management on personnel planning, training and development.

Who uses E-SPAR? — eight end-user categories

👔
HR
🧑‍💼
Appraiser
🙋
Appraisee
⚙️
System Administrator
🛠️
IT Support
🏛️
Chief Director
📈
Management
🧭
Director

Explore what each role can do — tap a tab

HR
Appraisee
Appraiser
Director
1
Assign staff to their respective directorates.
2
View all staff details across the institution.
3
Assign directorate heads (directors).
4
Activate staff — directors, appraisers and appraisees.
5
Reset passwords; enable or disable staff accounts.
6
Set up the resources needed to achieve targets.
7
Set up the institution's training needs.
8
View the dashboard — appraisal steps, grade analytics, professional & sub-professional cadre.
1
View bio data.
2
Work the current appraisal stage (Planning, Mid-Year, End-of-Year).
3
Add training plans.
4
See the name of their supervisor.
5
View all stage activities.
6
View dashboard insights — focus areas, targets and appraisal score.
1
View their appraisees.
2
Release appraisees after consultation.
3
Confirm appraisee targets and training plans.
4
View planning-stage activities and approve the appraisal plan.
5
View bio info and work status (appraisee completion rate).
6
See the number of appraisees assigned to them.
1
View bio info.
2
Map staff — supervisors to appraisees.
3
Define focus areas.
4
View officers in the directorate and grade distribution.
5
View staff category and the current appraisal stage.
6
View the overall appraisal status in the directorate.
💡 Must-know etiquette: Supervisors should discuss with appraisees before releasing the portal — this prevents correction overload. Appraisees should always confirm their portal has been released before attempting setup.
Module 7

Why E-SPAR? From Paper to Digital

Before the system went online, appraisals lived on paper — and that came with real, recurring problems. Here's the contrast.

📄 The old manual way — challenges

  • Non-compliance with timelines
  • Late submission of reports by HR managers
  • Complexity in computing scores
  • Limited understanding & appreciation of the instrument
  • Subjectivity in scoring
  • Lack of commitment from supervisors
VS

💻 The E-SPAR way — what changes

  • Timelines tracked & enforced automatically
  • Real-time submission and monitoring
  • Scores computed by the system
  • Guided, user-friendly steps for everyone
  • Structured, transparent scoring
  • Visibility that keeps everyone accountable

11 things you must know about E-SPAR

🔒
Confidentiality is assured
🔑
Unique log-in for all
🚫
No impersonation
😊
User friendliness
📋
Compulsory for all Civil Service staff
🤝
Support for all stakeholders
🌍
Service-wide visibility
⏱️
Real-time monitoring
🔔
Improved notifications
📊
Improved reporting
🔎
Improved auditing
All in one secure platform
Module 9 · Hands-On

Let's Get Our Hands On It

Now the practical part. Open the training portal in a second tab and follow the phases below step by step.

🌐
Training Portal — use this for the practicalohcs-espar.web.app
Open Training Portal ↗

⚠️ Practise here — not on the live system. ohcs-espar.web.app is the safe training portal, so anything you enter is just for practice and won't affect real records. The actual live e-SPAR portal is ohcsgh.web.app — use that only for your real appraisals.

🎯

Tailored for this session

Northern & Upper East Regions
15th & 16th June 2026 · Virtual · Hybrid
🚀 Your practical progress 0%
🎉 Brilliant — you've completed the full practical walkthrough. You're ready for the live portal!

ℹ️ This checklist is just a learning aid — it's saved only in your own browser and doesn't connect to the e-SPAR portal or record anything in the real system.

Sample data for the practical

Setting up the Planning phase in the portal has three steps. Use the sample data below as you complete each one.

SMART challenge — fix the vague target

0 / 5 fixed

Read the vague target on the left and picture how you'd sharpen it. Then tap Reveal the SMART fix to check yourself. A SMART target is Specific, Measurable, Achievable, Realistic and Time-framed — try to score all five!

1 · Stool Land Revenue Mobilisation
✗ Not SMARTCollect revenue and report on it.
✓ SMARTCollect and lodge stool-land revenue (ground rent, dues and royalties) each quarter, and report to Supervisor by 15 April 2026, 15 July 2026, 15 October 2026 and 15 January 2027.

What was added: exactly what is collected, the action and who receives the report, and quarterly deadlines — making it Measurable and Time-framed.

2 · Revenue Disbursement & Accountability
✗ Not SMARTMake sure disbursements are done properly and on time.
✓ SMARTReconcile disbursements against collections each quarter, and report to the Director by June 2026 and December 2026.

What was added: “properly / on time” is unverifiable — replaced with a defined task (reconciliation), a frequency, a recipient and dated deadlines.

3 · Stool Land Records & Data Management
✗ Not SMARTImprove record keeping.
✓ SMARTDigitise the manual records — at least 80% of active records — and report to the Director by December 2026.

What was added: a measurable threshold (80% of active records) and a clear deadline, so progress can actually be scored.

4 · Stakeholder & Traditional Authority Engagement
✗ Not SMARTEngage stakeholders regularly.
✓ SMARTHold 4 sensitisation sessions on stool-land payments with traditional authorities and ratepayers, and report to Supervisor by March 2026, June 2026, September 2026 and December 2026.

What was added: “regularly” became a number (4), with the audience, the topic and quarterly dates specified.

5 · Corporate Performance, Reporting & Budget
✗ Not SMARTSubmit reports as and when due.
✓ SMARTSubmit 4 quarterly performance reports to Supervisor, and the annual report to the Director by end of January 2027.

What was added: “as and when due” gave no count or date — replaced with how many reports, to whom, and exact timing.

🧹

Now you try — clean up any target into a SMART one

Paste a draft target — even a vague one. Let AI rewrite it into clear SMART options, or grade and rebuild it yourself with the offline checker.

1 Paste your draft target
1

Set your targets

For each focus area, enter its SMART target(s) and the resources required. Open More practice targets under any focus area for extra examples to set up yourself.

1
Focus area

Stool Land Revenue Mobilisation

Targets
  • Collect and lodge stool-land revenue (ground rent, dues and royalties) each quarter, and report to Supervisor by 15 April 2026, 15 July 2026, 15 October 2026 and 15 January 2027.
  • Cut outstanding ground-rent arrears by at least 20%, and report recovery to the Director by June 2026 and December 2026.
  • Update the ratepayer register — add at least 50 new rateable properties — and report to Supervisor by December 2026.
  • Prepare and serve the annual ground-rent demand notices on all ratepayers, and report completion to Supervisor by end of March 2026.
  • Carry out field revenue inspections in at least 4 areas, and report any leakages to the Director by June 2026 and December 2026.
2
Focus area

Revenue Disbursement & Accountability

Targets
  • Disburse stool-land revenue using the constitutional formula (10% to OASL; the rest shared 25% stool, 20% traditional authority, 55% District Assembly), and send a quarterly statement to Supervisor by 15 April 2026, 15 July 2026, 15 October 2026 and 15 January 2027.
  • Reconcile disbursements against collections each quarter, and report to the Director by June 2026 and December 2026.
  • Prepare and verify beneficiary schedules before each release (zero variance), and report to Supervisor within 10 working days after each quarter.
  • Compile the annual disbursement returns for all beneficiaries, and submit to the Director by end of January 2027.
  • Log and resolve beneficiary queries within 5 working days, and send a monthly summary to Supervisor by the 5th working day of the next month.
3
Focus area

Stool Land Records & Data Management

Targets
  • Open and maintain an account for every stool in your area, and report coverage to Supervisor by June 2026 and December 2026.
  • Digitise the manual records — at least 80% of active records — and report to the Director by December 2026.
  • Update the boundary and demarcation database with the Lands Commission, and report progress to Supervisor each quarter.
  • Back up all revenue and records data every month, and submit the back-up log to Supervisor by the 5th working day.
  • Run an annual data-integrity audit, fix any discrepancies, and report to the Director by December 2026.
4
Focus area

Stakeholder & Traditional Authority Engagement

Targets
  • Hold 4 sensitisation sessions on stool-land payments and the disbursement formula with traditional authorities, ratepayers and District Assemblies, and report to Supervisor each quarter.
  • Organise one annual forum to account to stools and traditional authorities, and report to the Director by December 2026.
  • Meet each beneficiary District Assembly every quarter on revenue and disbursement, and send minutes to Supervisor each quarter.
  • Help resolve revenue-related disputes within 30 working days, and report status to the Director by June 2026 and December 2026.
  • Produce and share public-education materials in at least 2 local languages, and report to Supervisor by September 2026.
5
Focus area

Corporate Performance, Reporting & Budget

Targets
  • Submit 4 quarterly performance reports to Supervisor, and the annual report to the Director by end of January 2027.
  • Submit quarterly budget-implementation reports to Supervisor by 1 April 2026, 1 July 2026, 1 October 2026 and 1 January 2027.
  • Prepare the unit's annual budget within the approved ceiling, and submit to Supervisor by end of September 2026.
  • Complete all staff e-SPAR phases on time, and report compliance to the Director by February 2026, August 2026 and January 2027.
  • Compile staff training needs into one learning plan, and submit to HR by end of February 2026.
Resources you'll typically need Laptop Printer Photocopier A4 paper Notepad Pen / pencil
2

Accept the default competencies

The system pre-loads these seven core competencies — review and accept them. Each carries a set of descriptions; at End-of-Year your supervisor records how many you demonstrated (competencies are worth 40 of the 100 marks). The X / Y badges and remarks below are example ratings.

1

Professionalism

3 / 3

Technical & supervisory mastery · persistence under difficulty · ownership of results.

Example remark: Consistently delivered to standard and took ownership of results.

2

Integrity

3 / 3

Lives Service values · acts without personal gain · resists undue pressure in decisions.

Example remark: Upheld Service values; decisions free of personal interest.

3

Leadership

2 / 3

Proactive strategy · empowers others · drives change and improvement.

Example remark: Drove improvements well; can empower the team more. Way forward: delegate stretch tasks.

4

Organisation & Management

3 / 4

Clear targets · efficient use of time · manages risk · follows up for results.

Example remark: Met targets and timelines; tighten risk follow-up.

5

Maximising Productivity / Decision-Making

2 / 3

Influences events to achieve results · embraces continuous learning · solves problems creatively.

Example remark: Solved problems creatively; pursue more continuous learning.

6

Teamwork

3 / 3

Collaborates · values others' input · shares credit and accepts joint responsibility.

Example remark: Collaborated openly and shared credit for results.

7

Communication

4 / 5

Speaks & writes clearly · listens · asks clarifying questions · interprets messages correctly · shares information openly.

Example remark: Clear and open; ask more clarifying questions before acting.

3

Set your learning plan

Also called the learning gap identified. For each gap, record the recommended training, the mode of learning and the date / duration.

Training gap identified
Google IT Support Professional Certificate
Recommended trainingContinuous Professional Development Mode of learningOnline Date / duration12 weeks
Training gap identified
360° Leadership
Recommended trainingScheme of Service Training Mode of learningOnline via the Civil Service Training Centre (CSTC) Date / duration5 days
Training gap identified
Report Writing & Records Management
Recommended trainingScheme of Service Training Mode of learningIn-person at the CSTC Date / duration5 days
Training gap identified
Data Analytics for Decision-Making
Recommended trainingContinuous Professional Development Mode of learningOnline Date / duration8 weeks

Mid-Year review — sample data

At mid-year the appraisee updates progress on every target, competency and training. The three tabs below mirror the e-SPAR portal exactly — use them as you complete your own mid-year review.

✍️ Note on Remarks / Way Forward: although the appraisee types this field, it must read as if written by the appraiser — the supervisor's voice, describing the officer in the third person (e.g. “Officer is on track and reports are filed on time; should tighten arrears follow-up next quarter.”).

Focus area 1 · Stool Land Revenue Mobilisation

TargetStatus of WorkRemarks / Way Forward
TargetQuarterly stool-land revenue (ground rent, dues and royalties) collected and lodged, with a mobilisation report submitted to Supervisor by 15 April 2026, 15 July 2026, 15 October 2026 and 15 January 2027.
Status of WorkQ1 and Q2 revenue collected and lodged; Q1 report submitted on 14 April 2026 and Q2 on 15 July 2026. Half-year collections stand at 58% of the annual target.
Remarks / Way ForwardOfficer is on track and reports are filed on time. Should sustain the collection pace and keep the Q3 and Q4 reports to the 15th deadline to close the year above target.
TargetOutstanding ground-rent arrears reduced by at least 20% against the opening balance, with a recovery status report submitted to the Director by June 2026 and December 2026.
Status of WorkArrears recovery underway; outstanding ground-rent arrears reduced by 12% so far. Mid-year recovery status report submitted to the Director in June 2026.
Remarks / Way ForwardOfficer has made a good start but is still short of the 20% mid-point pace. Should intensify follow-up on the largest defaulters in Q3 and offer instalment arrangements to reach the target.

Focus area 2 · Revenue Disbursement & Accountability

TargetStatus of WorkRemarks / Way Forward
TargetStool-land revenues disbursed to beneficiaries in line with the constitutional formula (10% OASL; 25% stool, 20% traditional authority, 55% District Assembly), with a quarterly disbursement statement submitted to Supervisor by 15 April 2026, 15 July 2026, 15 October 2026 and 15 January 2027.
Status of WorkQ1 and Q2 disbursements made to all beneficiaries strictly per the formula; statements submitted on schedule. Every District Assembly and traditional authority received its share.
Remarks / Way ForwardOfficer's disbursements are accurate and timely — commendable. Should maintain the formula discipline and file beneficiary acknowledgements for every release in the second half.
TargetDisbursement accounts reconciled with collections each quarter, with the reconciliation report submitted to the Director by June 2026 and December 2026.
Status of WorkQ1 and Q2 disbursement accounts reconciled against collections with no variance; mid-year reconciliation report submitted to the Director in June 2026.
Remarks / Way ForwardOfficer's reconciliations are clean with zero variance — exactly the standard required. Should keep reconciling promptly after each quarter so the year-end report is straightforward.

Focus area 3 · Stool Land Records & Data Management

TargetStatus of WorkRemarks / Way Forward
TargetIndividual stool-land accounts opened and maintained for all identified stools in the operational area, with a coverage status report submitted to Supervisor by June 2026 and December 2026.
Status of WorkAccounts opened for all identified stools; 9 of 11 stool accounts fully updated. Mid-year coverage status report submitted to the Supervisor in June 2026.
Remarks / Way ForwardOfficer has achieved strong coverage at mid-year. Should complete the remaining two stool accounts early in Q3 and keep entries current so none falls behind on updates.
TargetManual revenue and disbursement records digitised, with at least 80% of active records captured and reported to the Director by December 2026.
Status of WorkDigitisation in progress; 55% of active revenue and disbursement records captured onto the records system to date.
Remarks / Way ForwardOfficer is making reasonable progress, but the pace must pick up to reach 80% by December 2026. Should prioritise the active-records backlog in Q3 and request data-entry support if needed.

Focus area 4 · Stakeholder & Traditional Authority Engagement

TargetStatus of WorkRemarks / Way Forward
TargetAt least four (4) sensitisation and public-education sessions on stool-land payments and the disbursement formula held with traditional authorities, ratepayers and District Assemblies, with reports submitted to Supervisor by March 2026, June 2026, September 2026 and December 2026.
Status of WorkTwo (2) sessions held so far — Q1 with traditional authorities and Q2 with ratepayers and a District Assembly; reports submitted for both quarters.
Remarks / Way ForwardOfficer is on schedule for the four-session target. Should ensure the Q3 and Q4 sessions reach the remaining beneficiary Assemblies and document attendance for the file.
TargetAnnual stakeholder forum organised to account to stools and traditional authorities, with a report submitted to the Director by December 2026.
Status of WorkPlanning begun; venue and date proposed and beneficiary list drafted. Forum scheduled for the fourth quarter.
Remarks / Way ForwardOfficer has done good early planning. Should confirm the date and send invitations by the end of Q3 so the forum holds well before the December 2026 deadline.

Focus area 5 · Corporate Performance, Reporting & Budget

TargetStatus of WorkRemarks / Way Forward
TargetFour (4) quarterly performance reports on the directorate / unit drafted and submitted to Supervisor, and the annual performance report submitted to the Director by the end of January 2027.
Status of WorkQ1 and Q2 directorate performance reports drafted and submitted to the Supervisor on time.
Remarks / Way ForwardOfficer's quarterly reporting is consistent and timely. Should maintain this through Q3 and Q4 and begin consolidating early for the annual report due in January 2027.
TargetQuarterly budget implementation reports prepared and submitted to Supervisor for onward submission by 1 April 2026, 1 July 2026, 1 October 2026 and 1 January 2027.
Status of WorkQ1 and Q2 budget implementation reports prepared and submitted by the 1 April 2026 and 1 July 2026 deadlines; expenditure tracking within the approved lines.
Remarks / Way ForwardOfficer's budget reporting is on time and within ceiling — well managed. Should watch Q3 commitments closely to avoid any year-end overrun.
CompetencyProgressRemarks
CompetencyProfessionalism
ProgressOfficer consistently meets standards and takes ownership of assigned work.
RemarksOfficer shows sound professionalism; should continue modelling the standard and mentoring junior staff.
CompetencyIntegrity
ProgressOfficer's decisions are transparent and free of personal interest, especially on disbursements.
RemarksOfficer's integrity is evident in the handling of revenue; should maintain this standard in all dealings.
CompetencyLeadership
ProgressOfficer coordinates the unit's work well and is growing steadily in delegation.
RemarksOfficer's leadership is developing well; should delegate more stretch tasks to build the team's capacity.
CompetencyOrganisation & Management
ProgressOfficer keeps targets and timelines largely on track and uses time well.
RemarksOfficer is well organised; should tighten risk follow-up so deadlines hold even under pressure.
CompetencyMaximising Productivity / Decision-Making
ProgressOfficer solves operational problems promptly and has kept output steady through the half-year.
RemarksOfficer is productive and resourceful; should pursue continuous learning to sharpen decision-making further.
CompetencyTeamwork
ProgressOfficer collaborates openly and supports colleagues across the unit.
RemarksOfficer is a reliable team player; should keep sharing credit and drawing in the quieter members.
CompetencyCommunication
ProgressOfficer communicates clearly in writing and in meetings.
RemarksOfficer is clear and timely; should ask a few more clarifying questions before acting on instructions.
Programme / Recommended TrainingMode of LearningDate / DurationCompetency skills demonstrated after learning
Programme / Recommended TrainingGoogle IT Support Professional Certificate
Mode of LearningOnline (CPD)
Date / Duration12 weeks · Feb–Apr
Skills demonstrated after learningCompleted — now providing first-line IT support and managing the records system with more confidence.
Programme / Recommended Training360° Leadership
Mode of LearningOnline via the CSTC
Date / Duration5 days · May 2026
Skills demonstrated after learningCompleted — applying delegation and feedback techniques in supervising the unit.
Programme / Recommended TrainingReport Writing & Records Management
Mode of LearningIn-person at the CSTC
Date / Duration5 days · scheduled Q3
Skills demonstrated after learningNot yet undertaken — scheduled for the third quarter.
Programme / Recommended TrainingData Analytics for Decision-Making
Mode of LearningOnline (CPD)
Date / Duration8 weeks · in progress
Skills demonstrated after learningIn progress (week 4 of 8) — beginning to use data summaries in the quarterly reports.

End-of-Year assessment — sample data

The final stage. The appraisee completes a self-assessment; the appraiser then scores performance on targets (60) and competencies (40), comments on overall performance and updates career development; finally the appraisee logs back in to respond. The six tabs mirror the e-SPAR portal.

⭐ Total Score: 89.0 Performance on targets (Q) 54.0 / 60 · Competencies (C) 35.0 / 40 = 89 / 100

👤 Completed by the appraisee. Both Target Assessment and General Assessment must be completed and submitted before the supervisor can access the appraisal.

1 · Target Assessment

TargetSelf-score
TargetQuarterly revenue collected & lodged; reports by the 15th.
Self-score6.0
TargetGround-rent arrears reduced by ≥ 20%.
Self-score5.0
TargetRevenues disbursed per the constitutional formula.
Self-score6.0
TargetDisbursement accounts reconciled each quarter.
Self-score6.0
TargetStool-land accounts opened & maintained for all stools.
Self-score5.5
TargetManual records digitised — ≥ 80% of active records.
Self-score5.5
TargetFour sensitisation / public-education sessions held.
Self-score6.0
TargetAnnual stakeholder forum organised.
Self-score5.0
TargetQuarterly + annual performance reports submitted.
Self-score6.0
TargetQuarterly budget implementation reports submitted.
Self-score5.5
Total (self-rated)
56.5 / 60

2 · General Assessment

1. On a scale of 1–5, how would you rate your performance during the year?

4 / 5

1b. Give two (2) reasons for the rating selected.

I met or exceeded most of my targets, including timely revenue mobilisation and fully formula-compliant disbursements.
I maintained clean, zero-variance reconciliations and completed professional trainings that improved my output.

2. Indicate any extra work you accomplished in addition to your agreed targets.

Reconciled two backlog stool accounts for the regional office and trained a national service person on the records system.

3. Which Focus / Work Area did you find most difficult to achieve, and why?

Records & Data Management — digitising the manual backlog was time-consuming with limited data-entry support.

4. Briefly describe how the training completed / undertaken impacted your work output and the Institution.

The IT Support and Data Analytics courses sped up record digitisation and improved the quality of the quarterly reports submitted to management.

🧑‍💼 Completed by the appraiser after the self-assessment is submitted. Performance on targets is worth 60 marks (Q).

TargetPerformance AssessmentScore AwardedSummary of Key Issues Identified & Next Step
TargetQuarterly revenue collected & lodged; reports by the 15th.
Performance AssessmentAll four quarterly collections lodged and reports filed on time; annual target exceeded.
Score Awarded5.5
Key Issues & Next StepExcellent mobilisation — set a higher stretch target next year.
TargetGround-rent arrears reduced by ≥ 20%.
Performance AssessmentArrears reduced by 18% against the opening balance — just short of the 20% target.
Score Awarded4.5
Key Issues & Next StepGood recovery; pursue the remaining large defaulters early next year.
TargetRevenues disbursed per the constitutional formula.
Performance AssessmentAll disbursements made strictly per the constitutional formula; beneficiaries fully paid.
Score Awarded6.0
Key Issues & Next StepExemplary compliance — maintain the standard.
TargetDisbursement accounts reconciled each quarter.
Performance AssessmentEvery quarter reconciled with zero variance and reported on time.
Score Awarded6.0
Key Issues & Next StepStandard-setting reconciliation; sustain it.
TargetStool-land accounts opened & maintained for all stools.
Performance AssessmentAccounts opened and kept current for all identified stools.
Score Awarded5.5
Key Issues & Next StepFull coverage achieved; keep entries up to date.
TargetManual records digitised — ≥ 80% of active records.
Performance Assessment78% of active records digitised — marginally below the 80% target.
Score Awarded5.0
Key Issues & Next StepStrong effort; clear the backlog in Q1 next year.
TargetFour sensitisation / public-education sessions held.
Performance AssessmentAll four sensitisation sessions held with documented attendance.
Score Awarded5.5
Key Issues & Next StepWell delivered; widen reach to the remaining communities.
TargetAnnual stakeholder forum organised.
Performance AssessmentAnnual stakeholder forum held and reported to the Director.
Score Awarded5.0
Key Issues & Next StepGood engagement; plan and confirm earlier next year.
TargetQuarterly + annual performance reports submitted.
Performance AssessmentAll quarterly reports and the annual report submitted on time.
Score Awarded5.5
Key Issues & Next StepConsistent, quality reporting; maintain it.
TargetQuarterly budget implementation reports submitted.
Performance AssessmentBudget reports timely; expenditure kept within the approved ceiling.
Score Awarded5.5
Key Issues & Next StepSound budget management; monitor Q3 commitments.
Total (Q)
54.0 / 60

🧑‍💼 Completed by the appraiser. Up to 2 marks per sub-competency demonstrated; the 20 descriptions across the 7 competencies total 40 marks (C).

CompetencyScore Awarded
CompetencyProfessionalism
Score Awarded6.0
CompetencyIntegrity
Score Awarded6.0
CompetencyLeadership
Score Awarded4.0
CompetencyOrganisation & Management
Score Awarded5.0
CompetencyMaximising Productivity / Decision-Making
Score Awarded4.0
CompetencyTeamwork
Score Awarded5.0
CompetencyCommunication
Score Awarded5.0
Total (C)
35.0 / 40
Appraiser's comment on overall performanceA dependable, results-oriented officer who delivered strongly across revenue mobilisation, disbursement and accountability — with exemplary, zero-variance reconciliations throughout the year. Records digitisation fell marginally short of target and should be completed early in the new year. Conduct, integrity and teamwork were commendable. Overall, a very good year's performance.

🧑‍💼 Completed by the appraiser — capacity built during the year, plus training recommendations for the year ahead.

ProgrammeInstitutionDate / DurationCompetency skills demonstrated after training
ProgrammeGoogle IT Support Professional Certificate
InstitutionCoursera (online, CPD)
Date / Duration12 weeks · Feb–Apr
Skills demonstrated after trainingProvides first-line IT support and manages the records system independently.
Programme360° Leadership
InstitutionCivil Service Training Centre (CSTC)
Date / Duration5 days · May 2026
Skills demonstrated after trainingApplies delegation and structured feedback in supervising the unit.
ProgrammeReport Writing & Records Management
InstitutionCivil Service Training Centre (CSTC)
Date / Duration5 days · September 2026
Skills demonstrated after trainingImproved the structure, accuracy and clarity of official reports.
ProgrammeData Analytics for Decision-Making
InstitutionOnline (CPD)
Date / Duration8 weeks · Sep–Nov
Skills demonstrated after trainingUses data summaries to strengthen quarterly reporting and decisions.
Training & Development — comments on future training needsRecommend Advanced Records & Information Management and a GIS / land-data course to support stool-land demarcation data in the year ahead. A supervisory-leadership refresher would further strengthen management capacity.

👤 After the appraiser submits, the appraisee logs back in, reviews the scores and the appraiser's comments, then states whether they agree with how they have been assessed.

Appraisee's commentI have reviewed my scores and my supervisor's comments and I am in agreement with the assessment. I am grateful for the recognition of my work on revenue and disbursement, and I accept the observation on records digitisation, which I will prioritise and complete in the first quarter of the coming year. I welcome the recommended trainings and look forward to undertaking them.
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Setup — HR & Director

1
Assign staff to directorates

HR assigns each officer to their respective directorate.

HR
2
Activate staff

HR activates all staff — directors, appraisers and appraisees.

HR
3
Assign directors

HR assigns a director to each directorate.

HR
4
Set up training & resources

HR adds all trainings and resources required to achieve targets.

HR
5
Map appraisers to appraisees

Directors map supervisors to their appraisee(s).

Director
6
Set focus areas

Directors define the focus areas for the directorate.

Director
1

Planning Phase

1
Release the portal

After discussion, the supervisor releases the portal for the appraisee.

Supervisor
2
Set up the planning phase

Appraisee logs in, sets up planning & trainings, then submits to the supervisor.

Appraisee
3
Review & approve

Supervisor reads through the planning phase and approves it.

Supervisor
2

Mid-Year Review Phase

1
Portal release

Supervisor discusses with the appraisee and releases the portal.

Supervisor
2
Target review

Appraisee reviews each target, competency and training.

Appraisee
3
Detailed reviews

Appraisee provides a further detailed review of each target.

Appraisee
3

End-of-Year Phase

1
Portal release

Supervisor discusses with the appraisee and releases the portal.

Supervisor
2
Self-assessment

Appraisee assesses themselves and submits to the supervisor.

Appraisee
3
Supervisor's assessment

Supervisor assesses performance, ratings & comments, then approves.

Supervisor
💡 Note the following: Appraisees make their final comments and save. Supervisors can view those comments on their portal. Importantly, the appraisee can state whether they agree with the appraiser's scores — the system keeps the conversation two-way.
Module 10

Why It Matters & Golden Rules

A well-run appraisal cycle changes the culture of an institution. Here is the payoff — and how to get it right.

🌟

Better work attitude & image

PM has positively influenced work attitude and improved the public image of the Service.

⏱️

Attendance & productivity

Improves attendance and the productivity of officers.

📌

Clear responsibilities

Helps officers know their duties and responsibilities.

🔗

Sense of contribution

Shows officers how they contribute to organisational objectives.

🏆 Five golden rules to live by

  • Ensure timely completion of all phases of the appraisal process.
  • Make every target SMART for the reporting year.
  • Always meet with your supervisor during all three phases.
  • Feed mid-year outcomes back into the review of targets and timelines.
  • Keep records specific and honest — never use vague phrases like “ongoing.”

Loyalty · Excellence · Service

Knowledge Check

Test What You've Learned

Answer all eight questions. You need 6 out of 8 to pass and complete the training.

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