Staff Appraisal / PDR Template

## Staff Annual Appraisal and PDR

**Recommended:** Annual formal appraisal + mid-year check-in

### Section 1: Review of Previous Year

- Key achievements

- Objectives set last year: achieved / partial / not achieved (reason)

- Significant challenges

### Section 2: Performance Assessment (1–5 scale)

- Technical/clinical skills | Communication | Reliability | Team working | Initiative | Policy compliance

### Section 3: Objectives for Next Year

3–6 SMART objectives: Objective | Success measure | Target date | Support needed

### Section 4: Development Needs

- Mandatory training gaps

- Desired skills

- Career aspirations

### Section 5: Wellbeing Check-in

- Current workload?

- What would help?

- Any concerns?

*Conduct this as a two-way conversation, not a form-filling exercise.*