viewAcademic PDR Checklists.v1.01072016 CHECKLIST FOR ACADEMIC PDR If using an electronic version click below. Check list for: Reviewee Reviewer REVIEWEE CHECKLIST Stages to PDR Preparation Setting Objectives ...

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CHECKLIST FOR ACADEMIC PDR

If using an electronic version click below. Check list for:

RevieweeReviewer

REVIEWEE CHECKLIST

Stages to PDR

1. Preparation

2. Setting Objectives

3. Mid-point review

4. End of year review

5. Allocation of rating and calibration

6. Confirmation of end of year rating

Stage

Action

Complete

Preparation

Think about the key priorities for your area and how you are able to best contribute to the achievement of these.

Familiarise yourself with the University and School priorities including any operational plans which have been submitted

Think about what development you might like to be supported in over the next 12 months

Setting objectives

Divided into: Learning and Teaching; Research; Engagement/Enterprise & Management

Should have between 4-8 objectives including the Standard Objective

These should be weighted according to the role you are undertaking eg Senior Lecturer should have a balance towards all 3, Lecturer should normally be more weighted to Learning & Teaching

Objectives should be SMART

The Objectives Guidance document should be used to assist in this.

Complete Part A and Part B of the PDR form with your reviewer

Mid-Point Review

Ensure this meeting takes place with your reviewer to review progress against objectives and any developmental activities which have been undertaken

Close any completed objectives

Change/adjust objectives if required due to business requirements

Provide clear & evidenced feedback both positive and developmental on how you think things have gone so far and ask for further feedback from your reviewer or other key colleagues

Complete the signatures in Part D

End of Year

Ensure this meeting takes place with your reviewer to review completion of objectives and any developmental activities which have been undertaken.

Provide clear & evidenced feedback both positive and developmental on the work completed this year and ask for further feedback from your reviewer or other key colleagues

Complete Part C by adding your comments on the summary of your overall performance

Complete the signatures in Part D

Confirmation

Receive confirmation of your end of year rating from your line manager once calibration meetings have been held

REVIEWER CHECKLIST

Stages to PDR

1. Preparation

2. Setting Objectives

3. Mid-point review

4. End of year review

5. Allocation of rating and calibration

6. Confirmation of end of year rating

Stage

Action

Complete

Preparation

Review of priorities for the school/directorate/research project

Consider any objectives which will apply to all staff in your areas

Consider any key project work that needs to be undertaken

Understand the KPIs

Review of workload balancing model allocation & any additional roles that individual is undertaking eg Personal Tutor

Setting objectives

Divided into: Learning and Teaching; Research; Engagement/Enterprise & Management

Should have between 4-8 objectives including the Standard Objective

These should be weighted according to the role the individual is undertaking eg Senior Lecturer should have a balance towards all 3, Lecturer should normally be more weighted to Learning & Teaching

Objectives should be SMART

The Objective Guidance Document should be used to assist with this

Complete Part A and Part B of the PDR form with the individual

Mid-Point Review

Hold meeting with individual to review progress against objectives and any developmental activities which have been undertaken

Close any completed objectives

Change/adjust objectives if required due to business requirements

Provide clear & evidenced feedback both positive and developmental

Complete the signatures in Part D

End of Year

Hold meeting with individual to review completion of objectives and any developmental activities which have been undertaken Provide clear & evidenced feedback both positive and developmental

Complete Part C the summary of overall performance

Complete the signatures in Part D

Calibration

Once the meeting is over consider the end of year rating and prepare to discuss this at a calibration meeting

Confirmation

Post the calibration meeting, once ratings have been agreed, confirm this back to the individual

2. Academic PDR Checklists.v1.01072016