Annual Performance and Development Review (PDR) Form

The main annual appraisal form. The employee completes a self-assessment, the manager assesses objectives and behaviours against defined ratings, and together they agree development, wellbeing support and next steps, with second-line sign-off.

• For the end-of-year review under the Performance and Development Review Policy
• For a review when someone changes role or leaves part-way through the year
• Not for probation reviews or formal capability meetings – use those documents instead

• Send the form to the employee at least two weeks before the meeting
• Employee completes Part 2 and returns it before the meeting
• Manager completes Parts 3 to 6 after the meeting; employee adds comments in Part 7
• Both sign, the second-line manager countersigns and the employee gets a copy