CHECKLIST FOR ACADEMIC PDR

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

RevieweeReviewer

2. Academic PDR Checklists.v1.01072016

REVIEWEE CHECKLIST

Stages to PDR1. Preparation2. Setting Objectives3. Mid-point review4. End of year review5. Allocation of rating and calibration6. 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 submittedThink 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 & ManagementShould 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 & TeachingObjectives should be SMARTThe 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 undertakenClose any completed objectivesChange/adjust objectives if required due to business requirementsProvide 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 colleaguesComplete 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 colleaguesComplete Part C – by adding your comments on the summary of your overall performanceComplete the signatures in Part D

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

2. Academic PDR Checklists.v1.01072016

REVIEWER CHECKLIST

Stages to PDR1. Preparation2. Setting Objectives3. Mid-point review4. End of year review5. Allocation of rating and calibration6. 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 areasConsider any key project work that needs to be undertakenUnderstand the KPI’sReview 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 & ManagementShould 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 & TeachingObjectives should be SMARTThe Objective Guidance Document should be used to assist with thisComplete 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 undertakenClose any completed objectivesChange/adjust objectives if required due to business requirementsProvide clear & evidenced feedback both positive and developmentalComplete 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 developmentalComplete Part C – the summary of overall performanceComplete 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

2. Academic PDR Checklists.v1.01072016