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Performance & Development Review
Research Staff
Objectives
To review

Overall performance in the role

Career aspirations for the short (<1 year), medium (1-5 years) and long term (>5 years)

Research Curriculum Vitae and annual objectives:


Review progress against agreed objectives during last 12 months
Set objectives for next 12 months.
Including the areas of:
1. Publications
2. Presentation experience
3. Administrative skills/responsibilities
4. Grants obtained
5. Students supervised
6. Qualifications (including higher degrees)
(Please note not all sections will be relevant to all members of staff)

Training and Development needs relating to annual objectives and career development
In addition this will provide an opportunity to comment on the way in which research staff are managed
by the University.
Formal reviews should be held annually. PDR preparation forms should be exchanged between
reviewer and reviewee ahead of the meeting. An informal review of progress towards the agreed
objectives should be conducted after 6 months.
In advance of the PDR meeting and in preparation for this, both the reviewer and reviewee should read
the following documentation:

The Role Profiles and Job Summaries (www.ncl.ac.uk/hr/recruitment/role-profiles.php)

The Academic Career Pathways (www.ncl.ac.uk/hr/pay/academic-promotions)
Basic Information
Reviewee Name
Reviewer Name
Date of PDR
Venue
Current appointment
Source of funding
Date current contract ends
Plans for future funding
PDR Form for Research Staff
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Performance
How do you assess your performance over the review period? What aspects have you performed well,
and which ones need to be developed?
Research Curriculum Vitae
Under each section list:
(i) your progress against agreed objectives during the last 12 months, and
(ii) your objectives for the next 12 months:
(Note: If completing electronically, boxes will expand with text)
1. Which publications have you been involved in/are currently involved in? Please identify the lead
author for each. When do you anticipate that they will be ready for submission?
Last 12 months
Next 12 months
2. Comment on your experience in presenting data at local, national and international meetings?
How do you intend to build on this experience in the future?
Last 12 months
Next 12 months
PDR Form for Research Staff
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3. What administrative and/or experience/responsibilities do you have? Do you foresee building on
these in the future?
Last 12 months
Next 12 months
4. Comment on the grant applications you have been involved with in the past year. What are your
current plans for the next 12 months?
Last 12 months
Next 12 months
PDR Form for Research Staff
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5. Comment on the contribution you have made to student supervision and also any problems
encountered. Reflect on the performance of the students you currently supervise/co-supervise. Do
you expect them to complete their degrees on time?
Last 12 months
Next 12 months
6. Reviewee’s Main achievements in the last 12 months
7. Reviewee’s Main Difficulties Over Last 12 Months
PDR Form for Research Staff
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Career aspirations
Training and development needs relating to annual objectives and career development.
8. Can you identify any current training needs? Are there any qualifications you would like to obtain in
the future?
Person responsible for actioning the development needs:
_____________________________________________
PDR Form for Research Staff
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Additional Comments
Reviewer’s Comments
Signed ________________________________________ (Reviewer)
Date _____________
Head Of School’s/Section’s Comments
Signed _________________________________________(HOS)
Date _____________
Reviewee’s Comments
Signed ________________________________ (Reviewee)
Date of interim review (to be agreed and noted at the PDR)
_______________________________
Approval of Review Record
Signature of staff reviewed
Signature of reviewer
CV attached? (Y/N)
PDR Form for Research Staff
Date _____________
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Optional page for feedback of comments on unit management
Are there any ways in which the University management of research staff could be improved? Are there
any ways in which you would like to increase your involvement in the running of your School/Institute?
Note: Please feedback your comments to the Research Staff Support Group by detaching this page,
clearly marking it as ‘Feedback comments from Research Staff PDR’, and posting it to:
Research Staff Support
(Feedback comments from Research Staff PDR)
Staff Development Unit
Newcastle University
Ground Floor
King George VI Building
Queen Victoria Road
Newcastle upon Tyne, NE1 7RU
You can find out more about Research Staff Support at Newcastle University by visiting:
http://www.ncl.ac.uk/staffdev/
PDR Form for Research Staff
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Probationary Report
This page is only for staff still in their probationary period. The information below
must be completed by the PI/Line Manager and signed by the Reviewing Manager
Employee Information
Name:
Position:
Academic Unit/Service:
Final review recommendation (place a ‘X’ in the appropriate box)
Confirmation of appointment
Extension of probationary period
Non confirmation of
appointment
Principal Investigator/Line Manager:
Date:
Principal Investigator/Line Manager - Further Comments
Head of Academic Unit:
Recommendation approved
Recommendation not approved
Signature:
Date:
Head of Academic Unit - Further Comments
Please complete and return this page to your HR Manager marked ‘Confidential’
PDR Form for Research Staff