Effective Strategies for Performance and Development Reviews
"Learn how to conduct a successful Performance and Development Review (P&DR) based on Elspeth Wedgwood's guidelines. This comprehensive process includes reflection on past achievements, setting objectives, discussing challenges, career aspirations, and personal development. Discover key steps for a meaningful P&DR meeting, including preparation, setting SMART objectives, reviewing career aspirations, and identifying development opportunities."
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Presentation Transcript
How to have a good Performance and Development Review (P&DR) Elspeth Wedgwood
Background Mandatory for all staff annually Fully introduced in 2012 Completion rates tracked/monitored UoE wide Complete by 31 July each year Line Manager responsible for initiating and holding the meeting and completion of paperwork
Purpose of P&DR Provides a formal opportunity to: reflect on the achievements of the previous year assess contribution to Group/Centre/School/ Deanery/College/University objectives discuss successes, challenges and opportunities agree realistic objectives for the coming 12 months discuss career aspirations and personal development
The P&DR Meeting How do we make it meaningful?
How do we make it meaningful? Preparation Allow sufficient time Plan anything you want to cover specifically Think about why objectives were or weren t achieved Remember it s a two way process Think about the future Make sure you understand what has been agreed
Preparation Set a date for meeting Read the guidance Reviewee to fill out sections 1,2 and 3 Section 1 Review details Section 2 Supporting documentation Section 3 Self assessment of objectives Reviewer takes time to read and reflect
https://www.fundingcircle.com/uploads/assets/blog/smart_objects_piece1.jpghttps://www.fundingcircle.com/uploads/assets/blog/smart_objects_piece1.jpg The meeting Review last year s objectives together Set objectives for next 12 months (section 4) Make sure objectives are SMART
The meeting Career aspirations / Future plans (section 5) Personal/Professional development (section 6)
Post meeting Overall summary of meeting (section 7) Final sign off
https://encrypted-tbn2.gstatic.com/images?q=tbn:ANd9GcQOFGLdkKWBkQQ-2wWOkgYQY0DDouSdpqnZxNj5Hp8vvz_5lVdoQghttps://encrypted-tbn2.gstatic.com/images?q=tbn:ANd9GcQOFGLdkKWBkQQ-2wWOkgYQY0DDouSdpqnZxNj5Hp8vvz_5lVdoQg Recording P&DR is completed once documentation is completed Recorded on Oracle by local administrators
Help and guidance Understanding Annual Review http://www.ed.ac.uk/human-resources/learning-development/dev- opportunities/a-z-courses/courses-a-l/pdr-course Annual Review Skills http://www.ed.ac.uk/human-resources/learning- development/dev-opportunities/a-z-courses/courses-a-l/ar- skills P&DR in MVM http://www.ed.ac.uk/human-resources/about/in- colleges/medicine-vet-medicine/p-and-d-r
