Appraisal & Management Resources

Making the Appraisal Meeting Work:  Avoiding the 'tick box exercise'

An appraisal is an opportunity for you to have dedicated time to sit down with your manager or supervisor and talk about your job, reflect on your work over the past year, your progress and development and agree any additional help, support and training you may need to do your job better.

By ensuring you have the right knowledge, skills and attitude to do your job and do it well, the quality of patient care and services across the Trust will be improved.

The Appraisal is a mandatory requirement for all staff. Your appraiser will help you to understand your role, responsibility and contribution to what your department and the Trust needs to achieve over the next year.

The Appraisal should be a dialogue, not a tick box exercise! The appraisal paperwork forms a framework for you to base your dialogue on but allows some flexibility to ensure that everyone’s needs at all levels are met.  Both parties have a responsibility to ensure it is an effective and valuable use of your time.

“Clarity of team objectives are key to clinical team effectiveness….A positive, well-structured appraisal experience contributes to higher levels of staff engagement as well as better health and well-being” Dixon-Woods et al 2013

We monitor compliance on a rolling year so the organisation expects that all appraisals are completed on an annual basis, no more than 12 months from the date of the previous appraisal that was undertaken. 

There is training available for new appraisers and this can be booked via Pro 4 online. If you have any questions please contact Katie Bond on extension 5340 or email katie.bond@iow.nhs.uk

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The Appraisal Documentation

*new and updated version*

 

There is one standard appraisal document to complete for all members of staff.  Please click on the link below to download.

 

APPRAISAL DOCUMENT FOR ALL STAFF 2018 2019

CORPORATE ANNUAL CHECKLIST

 

It is the responsibility of the Appraisee to prepare for their Appraisal Review Meeting by completing as much of the appraisal paperwork as possible before it takes place. 

 If you are a Registered Nurse, Midwife or Specialist Community Public Health Nurse and are due to complete your Revalidation this year please complete the appraisal document and the 'Revalidation Documentation for Registered Nurses and Midwives 2018 - 2019'.  If your Revalidation date is not due this year you do not need to complete the 'Revalidation Documentation for Registered Nurses and Midwives 2018 - 2019'.

REVALIDATION DOCUMENT FOR REGISTERED NURSES AND MIDWIVES

To support the appraisal discussion, please see links below to useful documents;

SUPPORTING LEAFLET FOR APPRAISALS

DUTY OF CANDOUR INTRODUCTION - NHS Litigation Authority

NMC THE PROFESSIONAL DUTY OF CANDOUR

STAFF INFORMATION- Duty of Candour Responsibilities

 DIGNITY AT WORK POLICY

  

 

 

  

  

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On Completion of Appraisal

Once the Appraisal is complete, the document should be signed by the Appraisee, Appraiser and a Senior Manager and a copy returned to the Appraisee within one month of the meeting.  The Appraiser is responsible for emailing the Appraisee’s name and date of appraisal to; appraisal@iow.nhs.uk so that this information can be recorded onto the Trust’s ESR system.

We conduct Staff Surveys on the quality of appraisals; this helps the organisation determine how effective the process is.  We welcome your feedback so please complete the short anonymous questionnaire by clicking here. 

Any queries related to appraisals should be directed to;

Laura Moody Head of Leadership and Organisational Development laura.moody@iow.nhs.uk  tel: 822099 ext 3424