The Development Review Process

Transcription

1 The Development Review Process A three-step approach using KSF & Personal Development Plans On the following pages are forms for use during the development review process. Some of these forms are mandatory as they relate to the use of the NHS KSF in pay progression. Others have been produced as a guide and are recommended as good practice. The Development Review Policy and Reviewers guide should be read before completing the paperwork so that roles and responsibilities within the Development Review Process are fully understood. The completed forms must be kept in the personal file for that individual member of staff and a copy retained by the staff member. These files will be subject to normal Data Protection legislation. Overview of the three steps within the Development Review meeting Step 1 Step 2 Step 3 KSF Review How am I doing? Review of KSF outline for the post and evaluation of applied learning and development. Review of the evidence presented with an overview of any previous evaluations and exploring opportunities. Appraisal What have I achieved? What aspects of the role could be developed? What is expected of me? Reviewing objectives that were previously set, how well they have been met and agreeing objectives for the next period. Personal Development Plan What do I need? What does the department need? Should take account of objectives for the coming year as well as development needs KSF, personal, team & organisational. W:\Learning and Development\Pay Modernisation\KSF\Paperwork\Development Review Process - Three step approach paperwork Oct 07 Final.doc

2 Personal Details Review period: from To Post title: Development Review Name: Department: Mandatory Staff group: Pay band: Employee number: Date commenced post: Date of foundation gateway : Date of second gateway: Date of review: Name & title of reviewer: Is this a pay progression gateway review? (If yes please state which) Date of next planned review: Brief description & main aspects of the role: Please forward a copy of this personal detail form or the information to the JE & KSF Organisational Administrator, Human Resources, once the development review has taken place. (At gateway reviews please include a copy of any salary deferment forms). 2

3 The Development Review Process Self-Appraisal Form This form is designed to help you get maximum benefit from the Development Review meetings. Completing this form in advance should help you think about what you want to say in a constructive way. Think about examples and evidence that will illustrate your answers. Please hand in to your reviewer, before your meeting, as it will help in preparation for your review and generate discussion with your reviewer. Thinking about your KSF outline and agreed objectives 1. What do you feel you have you done well since your last review? 2. What have you had difficulty achieving this year? 3. What has helped or hindered you in your work? 4. What have you learnt and how has this been used to improve practice? 3

4 Thinking about the future & team Objectives 1. What are the team objectives for the coming year & how can you contribute to these? 2. Are there any areas of your role you feel less confident with and would like to focus on to make improvements?. 3. What development needs do you have to meet team objectives & your KSF outline? 4. Is there anything you could do differently next year? Is there anything else you want to discuss in the Development review meeting? 4

5 Step One KSF Review Mandatory Using the KSF outline relevant to this post review & record the progress made and consider areas for further development. Please indicate if the outline level* is full or foundation depending on the type of review. NHS KSF Core Dimensions Outline Level* Achieved Level Areas for Development Evidence for decision Comments 1. Communication 2. Personal & People Development 3. Health, Safety & Security 4. Service Improvement 5. Quality 6. Equality & Diversity 5

6 NHS KSF Specific Dimensions Outline Level* Achieved Level Areas for Development Evidence for decision Comments Name: Signature: Date: Name of Reviewer: Signature of Reviewer: Date: 6

7 Step Two Appraisal Recommended Agreement of objectives & review of the objectives set last year This is the part of the review that reflects on the objectives that were set last year, how well they have been met and what is important for the coming year. Only applicable for staff where individual formal objectives are identified and set. This is a live document and should be carried forward to next years review meeting. Specific work related objectives What tasks/actions are needed and what timescales? What will be evidence of success? What support do I need & where do I get it? Comments/review notes Outstanding achievements throughout the year 7

8 Recommended Step Three Personal Development Plan This log is a way of looking at your KSF outline & agreed objectives and how you are going to meet them at a glance and supports the information you will record within your portfolio. Relevant KSF dimension &/or objective What is the development need? What will I do to develop myself? How will I know I have done this? What are the timescales for achieving this? What support do I need & where do I get it? Comments/review notes 8

9 Personal Development Record & Evaluation Recommended This is a live document, allowing the Reviewee to add in information about development activities undertaken outside of the review meeting to build a history of learning and development. Relevant KSF dimension &/or objective Learning & Development Activity Hours & Dates Has the learning activity been completed & was it effective? How will this learning be applied to your work? Who else could you share this learning with? Name: Signature: Date: Name of Reviewer: Signature of Reviewer: Date: 9

10 Development Review Summary Mandatory Name: Job title: Period: from to Reviewers Comments: Signed: (Reviewer) Date: Reviewee s Comments: Signed: (Reviewee) Date: Grandparents Comments: Signed: (Grandparent) Date: 10