The Annual Review process was introduced in February 2014 to replace the previous appraisal scheme. This process was developed in partnership with a Working Group consisting of representatives from all categories of staff and areas within the University, and there was also representation from all the Campus Trade Unions.

The Purpose of Annual Review

Annual Review enables individual members of staff to review and reflect on their performance over the previous 12 months and to obtain some feedback.

In addition it provides the opportunity to set objectives so that members of staff are clear about what is expected of them for the next 12 month period. Annual review also takes into account career aspirations and provides the opportunity to link with the separate promotion procedures.

Training and development requirements should be identified as part of the review. There is also an opportunity to provide upward feedback.

Annual Review Documentation 

Two sets of Annual Review forms have been produced which contain detailed guidance for the completion of the review form.

One form has been designed and is recommended for use by staff in Grades 1 to 4 and the other form is recommended for staff in Grades 5 to 9.

Detailed guidance on the completion of the forms is also provided.

The job description should be considered as the initial step in annual review and updated if necessary.

Please note, the annual review process in the College of Life Sciences and Medicine has been revised for Academic Staff (Grades 6 and above only).
Annual Review Discussion 

The quality of the discussion between the reviewer and the member of staff who is being reviewed is the key factor which will determine the effectiveness of the Annual Review process.

Completion of the form provides both the reviewer and the member of staff being reviewed with a framework for the discussion.

We recommend that both parties consider what they wish to achieve through the review process and plan the discussion accordingly.

Annual Review is a two way process and it is expected that the person being reviewed will do most of the talking

Follow Up Meeting

It is good practice to have a brief follow up meeting after 6 months to ensure that progress is being made in relation to the objectives which have been set and to make any changes which may be required.


We have a commitment to evaluate the Annual Review process and members of staff are encouraged to complete the Evaluation Form which is included as the final section of the Annual Review Documentation.


A video is available which was produced for the previous appraisal process. This video provides guidance on how to conduct a successful review discussion and also the things to avoid which might prove helpful.

Annual Review Training

This PowerPoint presentation used at the training sessions provides some more information.

If you wish to arrange a training session for Annual Review please contact Staff Development (E: or T: +44(0)1224 273963) for further information. 

For additional guidance and information please click below: