1. How to have a good Performance and Development Review (P&DR)
Elspeth Wedgwood

2. Background Mandatory for all staff annually Fully introduced in 2012
Completion rates tracked/monitored UoE wide
Complete by 31 July each year
Line Manager responsible for initiating and holding the meeting and completion of paperwork

3. Purpose of P&DR Provides a formal opportunity to:
reflect on the achievements of the previous year
assess contribution to Group/Centre/School/ Deanery/College/University objectives
discuss successes, challenges and opportunities
agree realistic objectives for the coming 12 months
discuss career aspirations and personal development

4. How do we make it meaningful?
The P&DR Meeting
How do we make it meaningful?

5. How do we make it meaningful?
Preparation
Allow sufficient time
Plan anything you want to cover specifically
Think about why objectives were or weren’t achieved
Remember it’s a two way process
Think about the future
Make sure you understand what has been agreed

6. Preparation Set a date for meeting Read the guidance
Reviewee to fill out sections 1,2 and 3
Section 1 – Review details
Section 2 – Supporting documentation
Section 3 – Self assessment of objectives
Reviewer takes time to read and reflect

7. The meeting Review last year’s objectives together
Set objectives for next 12 months
(section 4)
Make sure objectives are SMART

8. The meeting Career aspirations / Future plans (section 5)
Personal/Professional development
(section 6)

9. Development opportunities

10. Development opportunities

11. Post meeting
Overall summary of meeting
(section 7)
Final sign off

12. Recording P&DR is completed once documentation is completed
Recorded on Oracle by local administrators

13. Help and guidance Understanding Annual Review Annual Review Skills
Annual Review Skills
P&DR in MVM

14. Any questions