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Preparing for your appraisal

Preparing for your appraisal

Once they have received the submitted appraisal forms (inc supporting information) the appraiser will contact the appraisee to:

  • confirm the meeting date and time (and location)
  • discuss any concerns and agree a basic agenda for the meeting
  • identify any gaps in the supporting information
  • discuss how these can be filled in before the interview date

The appraisal meeting

The meeting should be held in a mutually pre-agreed location, be it in-person or online.  For all appraisals, the most important thing is to ensure there is privacy and no interruptions for the duration of the meeting.

To avoid distractions, it is recommended that the meeting is conducted away from the appraisee's workplace.  For GP Principals or hospital consultants this might not be possible but is worth noting that a different venue (or meeting place) can be requested.

Typically, the appraisal is likely to last between 2 and 3 hours.

If meeting in-person, many people find it helpful to have access to a computer to finalise the forms at the end of the meeting.

What happens at the end of the appraisal?

It is not uncommon for the appraiser and appraisee to take notes throughout the appraisal meeting. When the meeting has concluded, it is the appraiser's task to draft the Appraisal Form 4 (Summary), which is done online via SOAR.

When the appraiser has finished the draft, an automated email will be sent to the appraisee requesting their review and sign off.  Once the appraisee has signed this off electronically, that will be the process completed and an automated email confirmation will be sent to the appraiser, appraisee and local admins team.

All appraisal records will then be archived on SOAR.  PDF copies of the Appraisal Form 4 can be downloaded by the appraisees if they wished to retain copies on their own devices.

Please take time to complete the confidential Appraisee Feedback Form (6) online.

Developing over the Appraisal Period

It is important to note that appraisal is a key stage in the process of the appraisees' professional development.  The documentation is designed so that the Personal Development Plan (PDP) can be used throughout the year to plan, manage and monitor the doctor's development in terms of the changes identified that they wish to make and their educational needs.

Part of the preparation for next year's appraisal will involve assessing the progress made in achieving the stated objectives and meeting the agreed educational and training needs from last appraisal; and any additional learning the doctor may have undertaken.

This page was last updated on: 27/07/2023