PERFORMANCE AND DEVELOPMENT REVIEW
For full information and advice on this scheme please visit http://www.exeter.ac.uk/staff/development/your/pdr/
Your Review Meetings need careful preparation, and this form is designed to help that process.
June Review
This is your main PDR review.
Part A: Taking Stock - to review achievements and development over the past year
Part B: Personal Effectiveness - to assess your performance against the Competency Framework and identify development needs
Part C: Planning Ahead - to agree plans for the next year
January Review
This is an opportunity to monitor actions agreed in the June review and update plans in light of any changes.
The stages of the review process
The conversation with your Reviewer is at the heart of the process; the form serves as a record of the two meetings. You may find the following
checklist helpful:
 your reviewer will contact you to arrange a meeting
 complete the relevant sections: Self assessments etc
 pass the form to your Reviewer two weeks before the meeting
 ensure that the outcomes of the discussion are recorded and that you and the Reviewer have signed the form
 a copy of the form should be passed to your Head of Service/College
Your Details
Name
Period covered by review From:
(ie previous 12 months)
To:
Job title
Date started this post
Service/College
Reviewer’s name
Page 1 of 4
PDR Form – Professional Services
Taking Stock (Part A)
You can draft this before the meeting and revise it afterwards
Task Objectives
Summarise the main objectives agreed last
year
Based on last year’s form
Achievements
(self assessment)
Successes, personal achievements, plus notes
on any difficulties and changes
Reviewer’s comments
What happened?
How has it helped you to become more
effective in your role?
Reviewer’s comments
Personal Development Objectives
Summarise the development activities
agreed last year
Based on last year’s form
Page 2 of 4
PDR Form – Professional Services
Personal Effectiveness (Part B)
This section provides you with an opportunity to say how effectively you carry out your job. You should focus on where you believe you are
performing well and where you would like more support or development (you do not need to consider all competency areas).
Competency
Reviewee’s comments
Commercial awareness
Understands the business environment in which the University
operates and considers the wider impact of their decisions and
actions
Communicating and influencing
Gets message across in a persuasive way
Continuous improvement
Keeps an open mind and adapts to changes in the working
environment
Customer focus
Understands customer needs and builds effective customer
relationships
Developing yourself & others
Builds own and others’ confidence, knowledge and skills
Planning and organising
Prioritises and orders activities to get results
Teamwork and collaboration
Works with others towards shared goals cooperatively and
collaboratively with other teams.
Page 3 of 4
PDR Form – Professional Services
Reviewer’s comments
Dev
need
Planning Ahead (Part C)
This part should be agreed and completed at the review - you may wish to identify some objectives for discussion ahead of the review. Try to make
these objectives specific, measurable, achievable, relevant and time related – for long term goals, indicate 12 month milestones.
Task Objectives
Task objectives
These could be group tasks which can be attached.
Target date
Personal Development Objectives
Personal development objectives
What development opportunities could help you in your current role? Remember to refer to Part B (Personal Effectiveness) and
to make use of the Staff Learning and Development online resource material ‘You e-Develop’. If you manage staff then please
also refer to the ‘key capabilities of managers and leaders’ when completing this section.
Target date
Signatures
Reviewee:
Date:
Reviewer:
Page 4 of 4
PDR Form – Professional Services
Date: