The 2023 PDR Process: Whilst everyone should have the opportunity to have a PDR meeting this year, Senior Leaders have advised all colleagues to take a lighter-touch approach to the 2023 cycle. See guidance on the 2023 PDR process.

Completion of the form

After the review meeting the form will need to be finalised and signed off. It is important that both the reviewer and reviewee get a chance to read through the content and capture their commentary and final thoughts. The reviewer should advise on how best to organise this.

Check that all sections of the form are populated and that they capture the main points of discussion.

It is very important that objectives are finalised and recorded along with success measures. It can take time to write robust SMART objectives so don't rush to finalise them in the meeting. If you need more time have a follow up meeting or firm them up via email.

You should both keep a copy of the finalised form to refer to throughout the year.