CONFIDENTIAL

CRAC PERFORMANCE AND DEVELOPMENT REVIEW

 

To:

 

From:

 

Perhaps the most important contribution to the achievement of CRAC’s charitable objective and business targets is the effective performance and development of CRAC people. As part of this continual professional development the CRAC Performance and Development Review allows a formal opportunity for individuals to reflect on their skills, capabilities and experiences and action plan for the future.

As part of the review process individuals are encouraged to collect feedback from people they have worked closely with and whom they feel will offer constructive views that will enable them to build a positive and progressive action plan for their further development.

It is with this aim in mind, and with the individual’s agreement, that I am writing to you to ask for your support in providing feedback for:

 

Name:

 

Feedback is specifically requested on the following areas of the their work:

 

Feedback to cover:

 

 

A form is attached that offers a format to provide your feedback, however feel free to provide feedback in any way that suits you.

I would be grateful if you would return the feedback to me by:

 

Date:

 

Thank you very much in anticipation of your help with this process.

 

 

 


CONFIDENTIAL

CRAC PERFORMANCE AND DEVELOPMENT REVIEW - FEEDBACK

 

Feedback for:

 

Date:

 

Work Aspect

What is working well?

What needs attention?

Suggestions on how to improve

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Feedback from:

 

Signed:

 

Performance and Development Review 2001 – The CRAC Capabilities

 

Name:                                                                                                 Date:

 

Use this document to provide detailed evidence for reviewing manager comments in the ‘Capabilities’ section of the PDR form.

 

Give evidence of the skills, knowledge, behaviour and attributes brought to the role, giving specific examples. Indicate strengths and areas for further development.

PUTTING CUSTOMERS FIRST

(business acumen, anticipating need, working with customers, revenue focus, developing the market & business)

 

THINKING THINGS UP

(creativity, innovation, strategic direction, thinking internationally)

 

 

MAKING THINGS HAPPEN

(influencing, negotiating, motivation, leadership of change)

 

WORKING WITH PEOPLE

(managing relationships, teamwork, empathy, networking, cultural sensitivity)

 

GETTING THINGS DONE

(implementation, results, completing, budgeting, integrity)

 

 

MAKING THINGS CLEAR

(communicating effectively, impact, presentation, constructive feedback)

 

 

LEADING THE LEARNING

(developing self & others, continuous improvement, professional development)

 

 

 

 


 

Name:                                                                                                                        Date:

 

Identify learning and development required for the year ahead - in the current role and for wider responsibilities.

 

CRAC Capability area

Short term development objectives

Actions to be taken, by whom, when

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Longer term direction:

 

Development objectives/career aspirations

Initial actions

Progress review

 

 

 

 

 

 

 

 

 

 

 

 


 

PERFORMANCE AND DEVELOPMENT REVIEW 2001

(Review period ending December 2001)

 

To be completed by the reviewing manager.

 

Name:

 

Job Title:

 

Team:

 

CONTRIBUTION

Summarise WHAT the individual has achieved during the past year; feedback and recognition received; factors affecting performance.  Identify opportunities and objectives for the year ahead.

 

 

 

 

 

 

 

 


CAPABILITIES

Summarise HOW the individual achieved their results; the skills, knowledge, behaviour, and attributes demonstrated and developed. Recognise strengths; identify areas to develop. Identify potential for wider responsibilities.

 

 

 

 

 

 

 

 

 

 

DEVELOPMENT

Summarise learning and development achieved during the year. Explore aspirations and career interests. Identify learning and development for the year ahead, in current role and for wider responsibilities; approximate timing.

 

 

 

 

 

Countersigning manager’s comments:

 

 

 

 

Signed:                                                                         Date:

 

REVIEW

Summarise review meeting, and any actions and responsibilities.

 

 

 

 

 

 

 

 

REVIEW AGREED

Individual:                                                                                 Date:

 

Line manager:                                                               Date:

 

 


Performance and Development Review 2003

 

Self Review

 

These questions are to help you prepare for your Performance and Development Review discussion with your manager. This form does not form part of the PDR documentation. You do not need to show your answers to your manager, but you should complete it before the meeting.

 

A         Contribution and capabilities

 

1                    What were your contributions during the past year, in the context of the overall responsibilities of your role? What specific targets did you achieve?

 

 

 

 

2                    What was the impact of your contributions on the organisation?

 

 

 

 

3                    What factors should be considered when reviewing your contributions and their impact – what helped, or hindered? (e.g. your approach, elements beyond your control, etc)

 

 

 

 

4                    Is there anything you could do to improve the relationship/enhance the effectiveness of your work with your line manager/with colleagues?

 

 

 

 

5                    What have you done to promote teamwork in the team? What could be done to improve teamwork in CRAC?

 

 

 

 

6                    What improvements do you want to make in your performance? What will help you achieve these?

 

 

 

 

7          How could your role and responsibilities change in the year ahead?

 

 

 

B         Personal Development

 

1                    What have been your major contributions during the past year? What accomplishments from previous years do you consider major contributions?

 

 

 

 

2                    What are your strengths – what have you done best and found most rewarding?

 

 

 

 

 

3                    What have you found less enjoyable, less rewarding? Why?

 

 

 

 

4                    What other work activities interest you (and meet business needs)?

 

 

 

 

5                    What would you like to be doing in the short term; medium term?

 

 

 

 

 

6                    What can you do in your current role to make it more rewarding, challenging, and to prepare for the future?

 

 

 

 

7                    What additional skills and knowledge would help you perform better in your current role, or prepare you for new opportunities?

 

 

 

 

8                    How could you achieve these skills and build your knowledge?

           

 


Training Request Form

We are firmly committed to the continuous training and development of our staff. The Company recognises that its workforce is its most valuable asset and that it is only by maximising every individual’s potential that both its current and future business objectives will be met.

All training and development activities must balance business needs with the aspirations of the individual and the annual training budget will be allocated accordingly.

To be filled in by Line Manager

Name of person seeking training

Line Manager’s name

Type of training required (+ level if appropriate)

 

What is the reason for requesting this training?

 

 

When does the training need to be completed by and why?

 

Approximate cost if known

Training provider if known

How will this training, if approved, benefit the business?

 

How will you ensure that what has been learnt is taken back into the workplace?

 

Employee’s signature

Line Manager’s signature

Date

 

Approved Yes/No

Date

Reasons

 

 

Please return to Human Resources Department