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.

“A meaningful appraisal system reduces patient mortality and improves patient safety"    Professor Michael West, multiple citations

with effect from 1st April 2019

To all staff, please note the proposed changes to our appraisal process and reporting system;

  • New policy awaiting approval in April/May 2019
  • From April 2019, appraisals will be linked to pay progression. This means that appraisal reviews held from April 2019 may result in non-progression of pay for that year (when reviewed in 2020) if objectives are not successfully met.
  • The Trust expects that each individual, including those on fixed term contracts, will have an annual appraisal between the 1st April and the 30th June in a cascade approach from Executive level, to coincide with the corporate planning timetable.  
  • A new employee will commence the annual cycle by having an appraisal within 2 months of commencement of their employment, and another review at the beginning of the next financial year (between 1st April and 30th June).  
  • The appraisal compliance reporting year will be from 1st April to the 31st March, therefore all departments will commence with 0% compliance on the 1st April 2019
  • There is updated training available for all appraisers and this can be booked via Pro 4 online. If you have any questions please contact Katie Bond on extension 5340 or email
  • If you require advice as an appraiser or appraisee please contact Laura Moody on extension 3424 or e-mail
  • Please remember to e-mail the appraisal line to record your appraisal for your departments data collection and compliance.

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.



 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. 


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





STAFF INFORMATION- Duty of Candour Responsibilities






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; 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  tel: 822099 ext 3424 


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