Social housing
Social Housing Competence & Conduct Appraisal
An appraisal for housing staff built around tenant focus, respectful conduct, safety and professional qualifications.
14 questions ~12 min to complete Self + manager
Designed to support the staff appraisal and development processes relevant to the Regulator of Social Housing's Competence and Conduct Standard.
Written for England
Not a substitute for your organisation's regulatory obligations or legal advice. Buying or completing this template does not by itself demonstrate compliance.
What's included
- Tenant focus, conduct and complaints handling reviewed
- Damp, mould, repairs and safety follow-up covered
- Qualification status and target dates tracked
Areas rated
- Tenant focus
- Respect and fairness
- Conduct
- Regulatory knowledge
- Safety and quality
- Complaints
- Communication
- Working with others
- Professional development
- Intended for
- Social housing · Self and manager appraisal
- Written for
- England
- Version
- Version 1
- Content reviewed
- 18 October 2026
Includes future updates to this pack. Updates are added as a new template version; your past reviews never change.
What respondents see
Required
How well does this person put tenants' needs and experiences at the centre of their work?
All 14 questions
Every question in version 1, in order. Rating questions use a 1–5 scale; written questions leave room for the employee and manager to respond.
Tenant focus
- 1How well does this person put tenants' needs and experiences at the centre of their work?Rating: Rarely to Consistently
Respect and fairness
- 2How consistently are tenants treated with fairness, empathy and respect, including those with additional needs?Rating: Rarely to Consistently
Conduct
- 3How well does their behaviour reflect your organisation's code of conduct?Rating: Rarely to Consistently
Regulatory knowledge
- 4How well do they understand the consumer standards that apply to their role?Rating: Rarely to Consistently
Safety and quality
- 5How promptly and effectively are safety, damp and mould, and repair issues acted on?Include hazards covered by Awaab's Law where relevant to the role.Rating: Rarely to Consistently
Complaints
- 6How well are complaints handled, resolved and learned from?Rating: Rarely to Consistently
Communication
- 7How clearly and accessibly is information shared with tenants?Rating: Rarely to Consistently
Working with others
- 8How well do they work with contractors, colleagues and partner agencies?Rating: Rarely to Consistently
Professional development
- 9How actively is professional knowledge kept up to date?Rating: Rarely to Consistently
Reflection and next steps
- 10An example of work that improved a tenant's experience, and what made it work.Don't include tenants' names or addresses.Written
- 11Qualification status: held, in progress or not started, with the expected completion date.Some senior housing roles need a relevant qualification under the Competence and Conduct Standard. Check whether this role is in scope.Written
- 12Any conduct, complaint or performance matters to discuss?Written · optional
- 13Development goals and support needed for the next period.Written
- 14Agreed actions and the date of the next review.Written