Although much of our work leads to some online appraisal system, we do find ourselves designing paper forms from time-to-time. I have been creating a paper performance appraisal form for a client today and it was interesting looking at what works on paper compared to what works online.
Here are my tips for paper-based performance appraisal forms. Some obvious, some less so
Brendan
Here are my tips for paper-based performance appraisal forms. Some obvious, some less so
- Think even more about the flow of the process - the order matters more on paper - before you get down to the detail.
- Lists of options are hard to implement (very easy on-line) so be selective about using them. If you do - then use checklists.
- You need to leave lots of space for the written comments (there's no scroll bar on paper), so better to have a smaller number of fields to complete than you would have online
- Branding/design still matters. Paper is dull (in every sense) so a bit of design can lift the process all the more
- Put instructional text on a separate document. Its really easy to clutter up a paper form. You can get away with one key tip per page at the bottom.
Brendan
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