PERFORMANCE AND DEVELOPMENT REVIEW (PDR)
Name:
Job Title:
Department:
Faculty/Division:
Date of PDR Discussion:
Period covered by PDR Discussion:
Name of Reviewer (please print):
Relationship of Reviewer to Reviewee:
Please read Guidance notes on completing the PDR form for details of the process and how to use this document.
There are four parts to the PDR review document
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


Part A:
Part B:
Part C:
Part D:
Review of performance
Setting objectives
Self development review & planning
Summary and sign off
The PDR year runs from 1st August to 31st July, during which there is at least one formal discussion reviewing the preceding 12 months.
Please note:
This PDR document is to be drafted by the Reviewee and submitted to the Reviewer one week in advance of the review discussion. Following the review, the
Reviewee amends the document to reflect the discussion and sends to the Reviewer for a summary comment. Both parties then sign off. The Reviewee has the
responsibility for taking forward agreed commitments and actions; the Reviewer is responsible for any specific actions they have agreed to undertake.
REVIEWEES REMINDER: THIS DOCUMENT SHOULD NOT EXCEED 8 PAGES, OTHER DOCUMENTS CAN BE APPENDED
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 Part A: Review of Performance
Reviewee: Give an account of what has been achieved against last year’s objectives and planned work. Acknowledge instances where objectives were not fulfilled or only partially met, with a
brief explanation.
Objective
Account of achievement
REVIEWEES REMINDER: THIS DOCUMENT SHOULD NOT EXCEED 8 PAGES, OTHER DOCUMENTS CAN BE APPENDED
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Additional points for discussion
Reviewee: Note any points to be added to the agenda for discussion e.g.

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Contributions to the department and the wider University over and above last year’s objectives.
Barriers/obstacles faced.
Suggestions for improvement.
Reasonable adjustments needed for mental/physical disabilities or impairments.
Flexible working requests for family caring responsibilities, including childcare, ill-health, elderly or disabled.
Summary of performance over the review period
Reviewee statement
This is a short paragraph summarising performance over the previous period. Attention should be drawn to anything thought to be notable.
Reviewee self-rating (This is optional – please refer to guidance notes)
Rate own performance over the year, on a scale of 1 to 4
1
2
3
4
Significantly exceeded expectations
Fully met expectations
Partially met expectations
Did not meet expectations
Enter self-rating in this box
REVIEWEES REMINDER: THIS DOCUMENT SHOULD NOT EXCEED 8 PAGES, OTHER DOCUMENTS CAN BE APPENDED
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 Part B: Setting Objectives
Reviewee: Taking into account role and responsibilities, and the department’s goals, describe the objectives for the coming period. See guidance notes on setting objectives.
Objective
Measures
Timescale
What outcome needs to be achieved?
How will it be known when the objective has been
achieved?
By when should this
objective be achieved?
Percentage
weighting
What proportion of
time should be
spent on this
objective?
Review
When will
progress be
reviewed?
REVIEWEES REMINDER: THIS DOCUMENT SHOULD NOT EXCEED 8 PAGES, OTHER DOCUMENTS CAN BE APPENDED
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 Part C: Self development review & planning
Mandatory training and actions
Course/Event/Action
Date completed
On-line Diversity and Awareness Training
Information Security Training
Appropriate Health and Safety Training as identified in your needs assessment
Encryption of Mobile Device(s) where appropriate
Reviewee: Give an account of the development undertaken in the last year & the benefits realised.
Reviewee: Bearing in mind work role, objectives for the coming year, and longer-term career goals, outline the key development needs and how these can be met. Consider a variety of
development actions to achieve these goals (not solely training courses).
Area of development focus
Action
What will be done to meet the development needs?
When will it happen?
Outcomes
Clearly identify the end goal of the development activities.
Short-term development needs
Long-term development needs (including
career aspirations)
REVIEWEES REMINDER: THIS DOCUMENT SHOULD NOT EXCEED 8 PAGES, OTHER DOCUMENTS CAN BE APPENDED
page 5 of 6
 Part D: Summary and sign off
Reviewer’s summary comments (To be completed following the PDR discussion)
Reviewee signature:
Date:
Reviewer signature:
Date:
REVIEWEES REMINDER: THIS DOCUMENT SHOULD NOT EXCEED 8 PAGES, OTHER DOCUMENTS CAN BE APPENDED
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