Role Requirements, Self-Reflection, and Using Data

Covering Assessment Criterion 2.1 of FREE07 – Coaching, Appraisals and Giving Feedback, this video focuses on three interconnected areas of preparation: understanding role requirements and objectives, encouraging employee self-reflection, and drawing on organisational data. The discussion is anchored in the practical groundwork that managers and HR professionals need to undertake before any coaching, appraisal or feedback conversation takes place.

The video examines specific source documents central to preparation, including job descriptions, person specifications, competency frameworks, and previously agreed performance objectives, alongside the need to account for how roles shift over time. Employee self-reflection forms a substantial part of the content, with attention given to structured self-assessment approaches, the kinds of reflective questions that can be shared with employees ahead of a discussion, and the use of formal self-assessment documentation that mirrors appraisal records to enable comparison between manager and employee perspectives.

On the subject of data, the video covers the range of organisational systems that can contribute evidence to a discussion — including performance management systems, learning management systems, productivity measures, quality metrics, and customer feedback — and addresses how raw data must be interpreted in context, considering team benchmarks, trends over time, external influencing factors, and the alignment between quantitative data and qualitative observation. Throughout, the focus remains on AC 2.1 and the preparation steps that make coaching, appraisal and feedback discussions grounded, fair, and genuinely two-sided rather than one-directional.