Staff Appraisal / Personal Development Review (PDR) Template

Comprehensive appraisal template for GP practice staff. Covers performance review, objectives setting, development needs, and wellbeing check-in.

## Staff Appraisal and Personal Development Review

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

### Section 1: Review of Previous Year

- Key achievements

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

- Any significant challenges experienced

### Section 2: Performance Assessment

Rate each area 1–5 (1=needs improvement, 5=exceeds expectations):

- Clinical/technical skills (where applicable)

- Communication with patients and colleagues

- Reliability and attendance

- Team working

- Initiative and problem-solving

- Adherence to practice policies and procedures

### Section 3: Objectives for Coming Year

SMART objectives (minimum 3, maximum 6):

- Objective | Success measure | Target date | Support needed

### Section 4: Training and Development Needs

- Mandatory training gaps

- Desired skills development

- Career aspirations

- Support requested from practice

### Section 5: Wellbeing Check-in

- How are you finding your current workload?

- Is there anything the practice could do to better support you?

- Any concerns you'd like to raise?

**Note:** Treat this as a two-way conversation, not a form-filling exercise.