Record of Annual Appraisal Meeting

Before completing this form, please read the PDR information which includes guidance for managers (reviewers) and staff members (reviewees).

The reviewee should download the form and save it on their computer before completing it. If you do not use a computer in your day to day work, your manager can help you to do this.

Employee and Manager Details

Employee name:	Click to enter text
Department:	Click to Select
Job title:	Click to enter text
Manager name:	Click to enter text
Meeting date:	Select Date …

Review of last 12 months

The staff member should complete this section and send it to their manager before the meeting. The staff member should use this section to detail their achievements and contributions of the last 12 months, which can include details of what has gone well, any challenges faced, and any training that has contributed to the staff member’s success over the year.

Plans for the next 12 months

This section should be completed during the appraisal meeting. Objectives and any training requirements should be agreed for the coming year; where possible these should be SMART (Specific, Measurable, Achievable, Realistic, Time limited). These objectives should be revisited regularly during routine one-to-one meetings.
Objective	Success criteria	Additional support needed	Target date
What is to be achieved?	How will you know the objective has been met?	What support do you need (if any) to complete the objective?	Date the objective must be achieved by

Manager Comments

The manager should complete this section before the meeting.

Additional comments or information (both the manager and the member of staff may use this section to provide any additional commentary)

Employee Signature

Print Name:	Click to enter text	Date Signed:	Select Date …
Signed:
Sign the form by either typing your name or uploading a JPEG image of your signature. Save the form and send it by email to your manager. Complete the ‘PDR Employee Declaration’ on iTrent.

Manager Signature

Print Name:	Click to enter text	Date Signed:	Select Date …
Signed:
Sign the form by either typing your name or uploading a JPEG image of your signature. Save the form and send a copy to the employee. Complete the ‘PDR Manager Declaration’ on iTrent.