Performance Development Review Appraisal What is the purpose

Performance Development Review - Appraisal

What is the purpose of an appraisal? What makes a good appraisal?

Purpose of a PDR

Revised Appraisal Document Jan 2016 Reasons for changes Simplify documentation – more emphasis on appraisal discussion Increase Trust compliance – % PDR’s undertaken One appraisal document being used by all staff Electronic (ESR) recording How was the revised format reached? Consultation and agreement with Executives and Divisional reps

Preparation Stage What needs to happen at this stage – from a reviewee & reviewer perspective? PDR Meeting How does this feed in to the PDR meeting?

Preparation Stage – white board notes 10. 08. 16

Preparation Stage – (pre-PDR meeting) Arrange / agree date, time location – at least 3 – 4 weeks in advance Meet briefly with reviewee – explain and outline both the process and approach ……. expectations of both parties. Reviewee – reflection & self-assessment. What’s gone well, what hasn’t and why? …. . challenges? Last year’s objectives – achieved? Next 12 months – what’s the focus? Reviewer – your review / assessment of the individual. How do you feel they have performed in their role? Strengths / Needs? Has the role changed?

Part 1 – ‘Reflection on last year’ Reflection on last Year – (Appraisee & Appraiser) Prompts: Successes, achievements Challenges – needs arising Changes to job role? Reflection on last Year - CPD Prompts: Development, training etc. undertaken Reflection on last Year – review of last year’s objectives a b c

Part 2 – ‘Looking Forward’ Looking Forward – career growth & development What does the individual want to achieve or develop further? – skills / knowledge What development / support is required? Looking Forward - Objectives & Personal Development Plan I would like to: Clear , measurable objectives linked to individual & Departmental needs a b c Personal & Professional development – linked to objectives Development need Action to meet need Target completion date

Development opportunities Training/education – classroom, self-directed, e-learning Secondments Coaching/mentoring – developing through reflection / action Shadowing Reorganisation of duties Change of role Delegated actions Projects

Final actions Individual & Appraiser sign-off the appraisal Appraisal recorded – through ESR Supervisor selfservice Annual declarations – checked and signed by the individual Copy of signed appraisal document in the individual’s P file Set a review date(s)

How to record PDRs via ESR Supervisor Self Service • Click the ESR Icon on the desktop of your computer • If you don’t have the ESR Icon, download it from the Application Catalogue • Before logging in to ESR access the Help Guides from the menu

Select How to Record a Completed Appraisal PDR When you have the user guide open, log in to ESR. Contact IT on 1717 if you need ESR log in details.

If you do not have access to 156 Supervisor Self Service (Limited Access) • Please get in touch with Employee Support on 5148 or rch-tr. employeesupport@nhs. net • We will email you a form to complete, ask your Manager to sign and send to payroll • Please also email Sandra Oakley with the names of everyone you are Supervisor for