Professional Development

Review Report

This Report form is to be completed jointly between the staff member and the reviewer. The
Report is confidential and access shall be limited to the staff member,
Reviewer/Supervisor/Head of School/ and their supervisors.

Reviewee’s Name Employee Number Position Number

Position Level

Faculty/School/Unit Name of Supervisor

Name of Reviewer Date of Review

HEADS AND SUPERVISORS PLEASE NOTE:

On completion of the Professional Development Review Report forward a copy of Section 5

only to the Dean, Director, or Executive Director/Librarian as appropriate, by mid-December
of each year. Where Section 5 is completed online through the reporting function of the ESS
PDR module, this is not required. The reviewer, Head and reviewee should hold a copy of
Sections 1 to 3 until the next review session.

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 PROFESSIONAL DEVELOPMENT REVIEW REPORT
SECTION 1: REVIEW OF PREVIOUS 12 MONTHS

This section provides the opportunity, in discussion with your reviewer, to:
 Summarise your achievements over the previous 12 months, in the context of personal and
institutional expectations. Refer to the objectives/targets set in your previous review (if
possible)
 Identify any difficulties encountered in the previous 12 months, or other factors that may have
affected work undertaken
 Consider how well you have met the University’s expectations of all staff.

1.1 ACHIEVEMENTS

1.2 ISSUES OR CONCERNS IDENTIFIED

(eg workload; balancing multiple demands; work/family balance; illness; lack of necessary skills;
inadequate support/resources; inadequate role clarification)

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1.3 EXPECTATIONS OF ALL UWA STAFF
Descriptors are at Appendix 2 of the Professional Development Review Guidelines

Personal Effectiveness

Working Collaboratively

Demonstrating a Focus on Outcomes

1.4 SUMMARY COMMENT

Reviewer: After discussion, please provide a summary comment on the last 12 months and indicate
whether performance met or exceeded expectations, or did not succeed in meeting expectations.
Include any factors that help to explain the level of performance.

For general staff only (reviewer to tick where applicable):

As part of Section 1, the staff member’s duties and responsibilities have been reviewed and:
Their duties and responsibilities have remained consistent with their current position description
OR

 A revised position description will be drafted and submitted to Human Resources for
certification OR

 An application for reclassification is under consideration

(Please identify proposed time frame if appropriate)

~End of Section 1 ~

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 PROFESSIONAL DEVELOPMENT REVIEW REPORT
SECTION 2 : GOALS FOR THE NEXT 12 MONTHS

The purpose of this section is to help you develop agreed goals for the next 12 months.

REMEMBER – Goals need to be specific, measurable (where appropriate), achievable and

realistic.

When setting goals, it may be useful to consider the following areas (these are suggestions
only).

Teaching & Learning

 Research & Scholarship  Administration
 Leadership  Client service
 Management  Projects
 Service to the University  Professional services
(including Professional and  University support services
Consulting Work)  Other

In addition to work related goals, you may wish to consider personal goals.

2.1 GOALS

~ End of Section 2 ~

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 PROFESSIONAL DEVELOPMENT REVIEW REPORT
SECTION 3: DEVELOPMENT PLAN

The purpose of this section is to identify any needs for support or

development that will assist you to achieve the goals set in Section 2. These
may relate to career, personal or professional development and training
goals. You are encouraged to refer to University courses/workshops as listed
by Organisational and Staff Development Services (OSDS) initially.
Additionally, you may wish to access external training providers or other
options where appropriate. General staff may be able to access funding from
General Staff Development Grants. Contact OSDS for further information.

3.1 DEVELOPMENT PLAN Who is responsible for

(E.g. study leave, Excel training, AVCC leadership program, health and organising this?
safety training, resources for new teaching initiatives)

~ End of Section 3 ~

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 PROFESSIONAL DEVELOPMENT REVIEW REPORT
SECTION 4: RECOMMENDATION
(NON SUPERVISOR REVIEWERS ONLY)

Reviewers complete this section only when they are not the direct
supervisor/line manager of the staff member being reviewed. The purpose of
this section is to make a recommendation to the Head of School/direct
supervisor regarding the reviewee’s performance. It should be agreed, as far
as possible, between the reviewer and reviewee. Reviewers who are direct
supervisors proceed to Section 5.

1. PERFORMANCE LEVEL (Refer to Section 1: Summary Comment)

 Staff member exceeded expectations (as defined in the previous PDR or other
relevant documentation).
 Staff member has met expectations (as defined in the previous PDR or other
relevant documentation).
 The staff member’s performance did not meet expectations.

Where the reviewee’s performance did not meet expectations a meeting with
the Head/direct supervisor is required to establish performance expectations
and prior to completion of Section 5.

Describe any matters arising that need to be discussed with the Head of School /Supervisor. This
should include any institutional barriers to staff performance.

2. GOALS FOR NEXT 12 MONTHS

 The staff member has developed appropriate goals for next 12 months
 Head/Supervisor should review goals identified for next 12 months with staff
member

SIGNATORIES:

I agree with the above appraisal outcome I disagree with the above appraisal outcome *
(Add any comments in the box below)
Reviewee Signature Reviewee Signature

PRINT NAME PRINT NAME

Date Date

Reviewer Signature Reviewer Signature

PRINT NAME PRINT NAME

Date Date

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* PLEASE NOTE : Where the reviewee disagrees with the appraisal they have
the right to attach a written comment to this effect (see box below). In
circumstances where the staff member exercises this right, their signature
above certifies only that the PDR has been conducted. The outcomes of the
review will proceed for discussion to the next level of supervision for
clarification of expectations for future performance.

Reviewee Comment (Optional)

~ End of Section 4 ~

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 PROFESSIONAL DEVELOPMENT REVIEW REPORT
SECTION 5: PROFESSIONAL DEVELOPMENT REVIEW RECORD

Name of Reviewee

Name of Reviewer

Date of Review

The Professional Development Review Record is to be finalised by the Head of

School/Supervisor, based on the summary comments in Section 1.4 of this Report, and with
reference to the documentation provided for the PDR process.

PLEASE NOTE: Where the review process has been delegated the Head of
School/Supervisor should liaise with the reviewer and reviewee if clarification is
required.

SUPERVISORS ARE REQUESTED TO COMPLETE SECTION 5 ONLINE WHERE POSSIBLE

(see http://www.hr.uwa.edu.au/hr/us/applications/employee_self_service). THE
INFORMATION REMAINS CONFIDENTIAL TO SUPERVISOR AND REVIEWEE AND WILL
BE USED ONLY FOR AGGREGATE REPORTING.

ASSESSMENT OF PERFORMANCE (Please provide an appropriate comment)

Summary comment:

Please indicate if either of the following is applicable:

 The staff member has performed at an outstanding level

Their performance merits specific acknowledgement as follows (tick one or more if

appropriate):
o Conversion of fixed term general staff appointment to ongoing (appropriate
documentation to be sent to Human Resources)
o Encouragement to apply for salary progression
o Offering an accelerated increment (appropriate documentation to be sent to
Human Resources)
o Encouragement to apply for promotion / reclassification
o Other (Please specify in the Comment box)
 Performance issues have been identified and there are strategies are in
place to address these.
(Please specify in the Comment box below)

Comment:

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TRAINING AND DEVELOPMENT PLAN
A Training and Development Plan has been agreed (see Section 3)
Listing items below indicates that the required time and resources will be made available.

CONFIRMATION OF REVIEW OUTCOMES

I agree with the above appraisal outcome I disagree with the above appraisal outcome *

Reviewee Signature Reviewee Signature

PRINT NAME PRINT NAME

Date Date

Reviewer Signature Reviewer Signature

PRINT NAME PRINT NAME

Date Date

* PLEASE NOTE : Where the reviewee disagrees with the appraisal they have the right to
attach a written comment to this effect (see box below). In circumstances where the staff
member exercises this right, their signature above certifies only that the PDR has been
conducted.

Reviewee Comment (Optional)

~ End of Section 5 ~

7 October 2004