Annual Appraisal (HR-F017) ANNUAL APPRAISAL (HR-F017) Newsletter Document Ref: HR-F017 (Annual Appraisal)Purpose: Performance Review, Pay Award & Career PlanningCQC Alignment: Well-Led (Quality Statement: Capable, compassionate and inclusive leaders) SECTION 1: APPRAISAL DETAILSStaff Member NameStaff_IDOperating Local Authority- Select -HaringeyIslingtonBarnetWaltham ForestCamdenHackneyBrentHarrowRedbridgeNewhamCity of LondonWestminsterTower HamletsBarking and DagenhamHaveringKensington and ChelseaHammersmith and FulhamEalingHillingdonHounslowSouthwarkLambethLewishamGreenwichWandsworthRichmond upon ThamesMertonKingston upon ThamesSuttonBexleyBromleyCroydonOtherAppraiser NameDate of AppraisalReview PeriodSECTION 2: PERFORMANCE REVIEWQuality of Care Delivery- Select -Exceeds Expectations - consistently goes above and beyond for clientsMeets Expectations - delivers safe, effective care to standardImprovement Needed - occasional lapses in care quality or complaintsUnsatisfactory - significant concerns regarding care deliveryReliability & Attendance- Select -Exceeds Expectations - 100% attendance, often covers extra shiftsMeets Expectations - Good attendance, sickness within policy limitsImprovement Needed - Frequent short-notice sickness or latenessUnsatisfactory - Attendance record is triggering disciplinary reviewDocumentation & Record Keeping- Select -Exceeds Expectations - Notes are detailed, professional, and audit-readyMeets Expectations - Notes are clear and completed on timeImprovement Needed - Illegible handwriting or missed log entriesUnsatisfactory - Major gaps in MAR charts or daily logsTeamwork & Communication- Select -Exceeds Expectations - Proactively supports colleagues and office staffMeets Expectations - Communicates effectively and professionallyImprovement Needed - Can be difficult to reach or negative in toneUnsatisfactory - Disruptive to team morale or ignores instructionsSECTION 3: VALUES-BASED BEHAVIOURCompassion & Empathy- Select -Role Model - Consistently demonstrates deep care and dignityConsistent - Shows kindness and respect to all clientsInconsistent - Can be task-focused rather than person-centeredConcern - Lacks empathy or has been rude to clientsIntegrity & Trust- Select -Role Model - 100% transparent, honest about mistakesConsistent - Trustworthy and reliableInconsistent - Has hidden errors or misled the officeConcern - serious integrity breach (e.g. falsifying times)Safety Awareness- Select -Role Model - Proactive in spotting and reporting hazardsConsistent - Follows all safety protocolsInconsistent - Occasionally cuts corners with PPE or moving & handlingConcern - Unsafe practice observedSECTION 4: ACHIEVEMENTS & CHALLENGESKey Achievements this YearChallenges FacedManager's Comments on PerformanceSECTION 5: FUTURE GOALSCareer AspirationsWhere do you want to be in 2-3 years?Happy in current role - No desire to changeSenior Care Worker / Team LeaderField SupervisorOffice / Care Coordinator RoleNursing / Social Work QualificationDevelopment Goal 1Development Goal 2SECTION 6: OUTCOME & PAY REVIEWOverall Performance Rating- Select -Outstanding (Top 10% performer)Good (Solid, reliable performer)Requires Improvement (Performance Improvement Plan needed)Inadequate (Capability procedure required)Pay Review Decision- Select -Pay Rise Approved (Merit-based)Standard Inflationary Increase OnlyNo Increase (Performance related)No Increase (Already at top of band)New Hourly Rate (if applicable)Effective Date of ChangeSECTION 7: SIGN-OFFEmployee CommentsEmployee SignatureManager SignatureNext Review Date:Submit Annual Appraisal
