Performance & Development Review PDR CONFIDENTIAL
		Date of last review:

SECTION A: GENERAL INFORMATION

PERSONAL DETAILS
Graduate’s Name:			FLDP Year:
Job Title:		Department:	Business Unit:
Phone:	Email:

LINE MANAGER DETAILS
Line Manager’s Name:	Phone:
Job Title:	Email:

PLACEMENT / ROLE DETAILS
Start Date:	End Date:
ROLE DESCRIPTION: Give a brief summary of the nature, scope and level of the role here:
DEVELOPMENT & TRAINING: Give details of all major training & development activities to be undertaken during the period (e.g. CIMA training & exams, YPDP, Development Centres etc.):

SECTION B: KEY OBJECTIVES

Please read the following notes carefully before completing the next section. The following section should be completed as follows:

· At the first objective setting meeting at the start of the placement, objectives should be set and measures agreed. Part (i) should be completed for each objective, giving clear measures and expected timescales. All objectives – work-related, development-related, exams etc – should be included here. This list of objectives should be kept up to date by adding or modifying objectives as appropriate.

· At the first review meeting (after 6 months), Part (ii) should be completed for each objective. Ideally the personal assessment should be completed prior to the meeting, with the remainder completed during the review.

· Part (iii) should be completed for each objective at the final (12 month) review meeting in a similar manner to the 6 month review

Objective 1

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 2

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 3

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 4

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 5

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 6

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 7

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Objective 8

Part (i) Objective Setting
Brief Description:	Complete By:
Measures & Deliverables:
1)
2)
3)

Part (ii) 6 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

Part (iii) 12 Month Review
Personal Assessment:	Rating: Exceeded Achieved Partially Achieved On-going Not Achieved
Line Manager Assessment:
Action Required:

SECTION C: AREAS FOR DEVELOPMENT

In this section, enter any learning and development needs you identify during any of the review sessions in order to improve job performance and/or to assist career progression. Include a target date for addressing this need and a priority (high/medium/low). Where appropriate, indicate the suggested method (e.g. on-the-job, coaching, off-the-job course).

SUGGESTED DEVELOPMENT AREAS
Development Area	Suggested Method	Target Date	Priority Level

SECTION D: Summary

Please read the following notes prior to completion of this section:

· At the 6 month review meeting, Part (i) should be completed and an interim rating assigned by the line manager (see guidelines below). Please also indicate what key areas should be addressed in order for the rating to be improved (or maintained if already a level 3). Space has also been provided for the employee to make any comments and for both parties to sign the document.

· Part (ii) should be completed at the 12 month review meeting in a similar manner to the 6 month review.

Four levels have been identified for FLDP participants, and guidance notes on these levels is outlined below. The line manager should recommend a rating based on the level of performance against objectives and development during the role. This rating is subject to final agreement by the Finance Development Forum, who will endeavour to ensure that the ratings are applied consistently around the company. Any queries regarding the rating system should be directed towards the FLDP Manager (Warwick House, Farnborough).

(0) Unsatisfactory performance level – Few objectives met. Serious development issues requiring remedial action.

(1) Below expected performance level. Not all objectives met. Limited development during placement.

(2) Expected (good) performance level. All objectives met satisfactorily, some exceeded. Noticeable level of development during placement.

(3) Exceptional performance level. All objectives met with some substantially exceeded. High level of development during placement. High levels of potential to progress further in the organisation demonstrated.

Part (i) 6 Month Summary
Manager’s Summary:		Interim Rating: 0) Unsatisfactory 1) Below Expected 2) Expected (Good) 3) Exceptional
How can the rating be maintained/improved?
Employee Comments:
Manager’s Signature:	Employee’s Signature:

Part (ii) 12 Month Summary
Manager’s Summary:		Final Rating: 0) Unsatisfactory 1) Below Expected 2) Expected (Good) 3) Exceptional
Employee Comments:
Manager’s Signature:	Employee’s Signature: