Newcastle University
Annual Job Plan Review 2017/18
Notes on completion of annual job plan review
1. Before the discussion
If the job planning process is to have meaning and to be helpful to both the consultant and
the employing organisations, some preparatory work is necessary by all parties. Where
possible the job planning discussion should take place immediately after the annual
appraisal and PDR as much of the information can then be shared. As the personal
development plan will have been agreed at these sessions, it can inform the job planning
discussion.
2. The job plan
Should identify the individual commitments to both organisations and agree objectives for the
coming year. From the employers perspective it should arrive at a plan of work that makes
clear their joint expectations of the consultant. It needs to include the following elements:
The number and type of Programmed Activities (PA):
Academic to include:
 Teaching commitments
 Academic research agenda, including any time employers agree should be regarded
as protected research time
 University management responsibilities
Clinical to include:
 Direct clinical care (DCC) including medical outpatient clinics where patients are
treated as part of their ongoing care with students in attendance
 On-call commitments (if any) and an assessment of the average unpredictable
emergency work associated with on-call duties.
Clinical Supporting Professional Activities (SPA) e.g. audit, CPD activity, and other
activities related to revalidation.
Additional Professional Responsibilities (APR) e.g. work for Northern Deanery, NICE and
other external duties.
Any commitments to other organisations, including details of any payments made by
those organisations – section 5 of job plan.
3. The Process:
All job plans for clinical academics will be collated by Institute Directors or their
representatives and then forwarded to Pauline Cogan, Clinical Academic Office, Level
6 Leazes Wing, RVI
Job plans will be reviewed by the Faculty Equity Committee who will either approve
the job plan or request further clarification or changes. Any changes will be
coordinated via the Institute Director or Head of School.
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Newcastle University Annual Job Plan Review 2017/18
1.
Name:
Date of Review:
Institute/School:
2.
Have the academic and service objectives from last year been met? Yes/No
3.
Is this a team job plan?
Yes/No
If yes, please detail other team members below
4.
5.
No. of Programmed Activities:
Academic
DCC
SPA (clinical)
Total PAs (max 10)
Total temporary PAs
OVERALL TOTAL
Current job plan
Proposed job plan
On call Category (if appropriate)
On call frequency
A/B
A/B
Please provide details of any recharge arrangements associated with this post. This
should include the name of the funding provider, e.g. CLRN and if the funding is a
monetary amount or a specified number of programmed activities.
Source of funding
Amount of funding
Period of funding
6. Predicted “awayness” i.e. Special Leave and Official Duty; describe activity and
expected number of days leave. Outline separately “academic leave” (guest lectures;
collaborative research; external examiner ships, etc.)
Annual total expected……days for activity
7. Do you intend to undertake additional remunerated clinical practice / private practice in
the next year?
Yes/No
If yes, please detail below and attach a copy of your indemnity/insurance certificate.
Planned location
Expected timing
Type of work
Have you complied with the Faculty Policy on additional clinical practice:
http://www.ncl.ac.uk/executive/assets/documents/C_002.pdf
8. Additional Professional Responsibilities that are separately remunerated
e.g. work for HEE, CRN or NICE etc.
9. Agreed Service and Academic Objectives for forthcoming year
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Corporate
i) To undertake and complete Trust Appraisal and University PDR annually
ii) To ensure that leave of all types is approved and correctly recorded
iii) To follow Trust and University Policies and Guidelines
Academic – e.g. objectives from Follett appraisal, such as research outputs, grants,
numbers of papers; teaching, development of teaching programmes, etc.
iv)
v)
Directorate Based – e.g. service outcomes including the introduction of new clinics,
achievement of targets, etc.
vi)
Clinical Academic Name:
Signature:
Date:
Head of Academic Unit Name:
Signature:
Date:
Clinical Director Name:
Signature:
Date:
-------------------------------------------------------------------------------------------------------------On completion of form please send together with:
a) Schedule of Planned Work
b) Completed Pay Progression form and
c) Personal Details form to:
Institute Director by 17th April 2017 who will then forward to Pauline Cogan,
Clinical Academic Office, 3rd Floor William Leech Building, Faculty of Medical
Sciences, by 2nd May 2017.
Decision by Faculty Equity Committee (including any comments):
No. of Programmed Activities:
Academic
DCC
SPA (clinical)
Total PAs (max 10)
Total temporary PAs
OVERALL TOTAL
On call Category (if appropriate)
A/B
On call frequency
Signed:
Date:
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Schedule of Planned Work to be undertaken during 2017/18
Morning
Name: .....................................................................
Afternoon
Academic
Hours PAs
DCC
Hours PAs
Clinical SPA
Hours PAs
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday (detail
clinical work
only)
Sunday (detail
clinical work
only)
TOTALS
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Job Plan Review 2017/18
Personal Details
It is important that we try to improve our records of contact information, please ensure that you notify University HR Medical Sciences
of any future changes.
Name:
Title:
Work address:
Home address:
Telephone Numbers:
Home:
Office:
Mobile:
Secretary:
Dect:
Bleep Number:
Email Address
University:
Other:
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NEWCASTLE UNIVERSITY
Progression through Pay Thresholds
Part A – complete where criteria has been met
In accordance with the University Terms and Conditions - Annex D I can confirm that the following individual has met the criteria outlined below in relation
to 2017/18
Name: ______________________________________
Criteria
Outcome (Please circle)
made every reasonable effort to meet the time and service commitments in the integrated Job Plan;
YES/NO
YES/NO
participated satisfactorily in the Trust Appraisal and University PDR process;
Dates of most recent Follett appraisal (both Trust Appraisal and University PDR)
participated satisfactorily in reviewing the integrated Job Plan and setting personal objectives;
Date:
YES/NO
met the personal objectives in the integrated Job Plan, or where this is not achieved for reasons beyond the clinical
academics control, made every reasonable effort to do so;
YES/NO
worked towards any changes identified in the last integrated Job Plan review as being necessary to support the
achievement of the University’s or the Trusts objectives;
YES/NO
taken up any offer to undertake additional Programmed Activities that either employer has made to the clinical academic,
under the provisions of Annex C;
met any standards of conduct, required by either employer, governing the relationship between private practice and
contractual commitments.
Head of School/Director of Institute or nominee:
Clinical Director or nominee:
Signed:
Signed:
Print Name:
date:
YES/NO
YES/NO/ NOT
APPLICABLE
date:
Print Name:
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Part B - complete where criteria has not been met
I can confirm that the criteria for movement through the pay threshold have not been met for the following reasons; (please supply details on a separate
sheet if required)
Head of School/Director of Institute or nominee:
Clinical Director or nominee:
Signed:
Signed:
Print Name:
date:
date:
Print Name:
Please return this pro-forma along with your job plan review form and schedule of planned work to your Institute Director or Head of School who will then
forward on behalf of the Department to Pauline Cogan, Clinical Academic Office, Level 6 Leazes Wing, RVI.
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