Northumberland, Tyne and Wear NHS Foundation Trust

Appendix 7

A Complete

Appendix 7 – Appraisal Record – V01 – Issue 1 – Issued

Part of NTW(HR)09 – Staff Appraisal Policy (Non-Medical)

Appendix 7

Northumberland, Tyne and Wear NHS Foundation Trust

Appendix 7 – Appraisal Record – V01.3 – Iss 2 – Oct 17

Part of NTW(HR)09 – Staff Appraisal Policy (Non-Medical)

Appendix 7

STAFF APPRAISAL AND DEVELOPMENT

Name: Appraisal Date:

Draft Agenda

To support staff to have the best possible quality of appraisal, the outline agenda below will ensure all key elements are covered, although they may be supplemented.

General discussion re: review of previous objectives and demonstration of Trust values and attitude.

Objectives for the next 12months Corporate, Service and Role Specific

Training/Development required to help meet targets Dashboard

Views on your future development and career aspirations

General discussion re: how we can improve the way we work

Preparing for your Appraisal

Please bring the responsibilities part of your role description to your Appraisal.

It would be helpful if you could consider the following questions prior to the review.

1.What were your objectives at your last review?Corporate, Service and Role Specific how have you achieved them

2. Which skills have you developed in that period and which are outstanding

3. Are you up to date with essential training

4. What areas of difficulty have you found, if any?

5. How have you demonstrated the Trust values and behaviours through your work

6. How have you contributed to the quality of the service provided by your team

7. What aspects of your role do you wish to improve/develop?

8. Are there any skills you have that you feel are not being fully utilised

9. What do you feel should be your key objectives for the next 12 months?

10. What training and development do you feel you need to support you?

11. For the future, what career developments or personal aspirations do you wish to be considered?

Strictly Confidential - Staff Appraisal Record

Part 1 – Individual Information

Name: / Job title and grade:
Period covered by Appraisal: / Date of this Appraisal
Location: / Business Group / Corporate services department

Part 2

1.Summary of Discussion

Record objectives set last year for the job over the last 12 months and how you have demonstrated the 3 key trust values/attitudes.
Objectives - Corporate
1. / 2.
Objectives - Service
1. / 2.
Objectives – Role Specific
1. / 2.
Values & Attitudes
Caring and Compassionate:
Respectful:
Honest & Transparent:
2 Record the objectives to be met by the next Appraisal date.
Remember as SMART objectives these will include target dates
Objectives - Corporate
1. / 2.
Objectives - Service
1. / 2.
Objectives – Role Specific
1. / 2.
3. / 4.
3. Record additional action points agreed during the review

Part 3 – General Comments

Appraiser's comments:

Signed: ...... Dated: ......

Appraisee's comments

Signed: ...... Dated: ......

Northumberland, Tyne and Wear NHS Foundation Trust

Appendix 7 – Appraisal Record – V01.3 – Iss 2 – Oct 17

Part of NTW(HR)09 – Staff Appraisal Policy (Non-Medical)

Appendix 7

PERSONAL DEVELOPMENT PLAN

Surname / Forename/s
Post
Department
Current/Future training/development needed / How the need is to be met / Target Date / Date achieved
Signature of Staff Member / Date
Signature of Appraiser / Date

The regular review and support of appraisees throughout the year to achieve the objectives set is important, as is documenting the support provided and progress made. The attached is a sample of a record that could be used to capture these discussions.

Review Record Sample

Supervisor / Reviewer: / Supervisee / Reviewee:
Date:
Areas for discussion / Areas for discussion
Notes of Discussion
Agreed Action points
Reviewer signature: / Date:
Reviewee signature: / Date:
Reviewer: / Reviewee:
Date:
Areas for discussion / Areas for discussion
Notes of Discussion
Agreed Action points
Reviewer signature: / Date:
Reviewee signature: / Date:

Northumberland, Tyne and Wear NHS Foundation Trust

Appendix 7 – Appraisal Record – V01.3 – Iss 2 – Oct 17

Part of NTW(HR)09 – Staff Appraisal Policy (Non-Medical)