Appraisal tips for Primary Care Clinicians
This episode of Primary Care UK is about preparing for your NHS Appraisal. A GP, a Clinical Pharmacist and a Physician Associate discuss how to common pitfalls and how to avoid them.
Munir Adam is an experienced GP Appraiser and shares his insights while Nabeelah and Shunaz discuss their concerns and ideas.
With gratitude to the guest speakers:
Nabeelah Beeharry - the Clinical Pharmacist.
Shunaz Begum - the Physician Associate.
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00:30 - Intro & Background info
07:23 - Tip 1: Attitude
10:11 - Tip 2: Continuous process
12:28 - Tip 3: Portfolio system
18:01 - Tip 4: Reflection
24:09 - Tip 5: Sensitive issues
26:13 - Tip 6: Pre-appraisal prep
28:56 - Tip 7: Goal setting
33:07 - Final comments
34:35 - Disclaimer
This is not a transcript, but a summary of the 7 tips referred to within the episode.
Appraisal – 7 tips
Updated: 19/02/2022
Provided by: Munir Adam
Applicability: All frontline clinical staff working in Primary Care.
Background information: This summary complements the podcast episode Appraisal – 7 tips, on Primary Care UK – Let’s Learn Together.
GENERAL TIP: If you have an internal appraiser, find an external buddy, and vice versa.
TIP 1: POSITIVE ATTITUDE TOWARDS APPRAISAL
Pitfall: ‘tick-box’ or a burden.
Solution: Approaching the appraisal process and learning as an opportunity for improvement will put you in the right frame of mind and empower you to get the most out of it.
TIP 2: ENGAGE WITH IT AS A CONTINUOUS PROCESS
Pitfall: Just something you have to do once a year
Solution: Adopting a longitudinal perspective, understanding there are inputs, appraisal itself and outputs; regular review of progress (mini-checkpoints), with appraisal as the annual check-point.
TIP 3: MAKE FRIENDS WITH YOUR PORTFOLIO SYSTEM
Pitfall: Thinking you’ll just remember everything
Solution: Identify your portfolio system, familiarise yourself with it, use it to serve your needs and not vice versa, don’t overload it, and have a live-capturing method if not direct to portfolio. Sections:
- You and your work (personal details, roles, work details, qualifications, achievements)
- Things that have happened (SEA, complaints and compliments, feedback, wellbeing)
- What you did: Your learning activities and your reflections
- Appraisal process and outputs
- Points to discuss during appraisal.
TIP 4: REFLECT ON YOUR EXPERIENCES
Pitfall: Focusing on what happened rather than what it means to you.
Solution: This is better understood by listening to the episode. But remember 3 take home points; personal meaning; what you will do differently.
TIP 5: DELICATE MATTERS
Avoid discussing matters which ought to be discussed at a different setting. This includes pay unless no other option.
TIP 6: PRE-APPRAISAL CHECKLIST
- Clarify details of meeting (date, time, duration, etc.)
- Expectations based on your particular/professional appraisal system
- Review portfolio for key areas of discussion; goals
- Any other actions that were agreed with/requested by appraiser?
- Points you want to raise
TIP 7: AGREED ACTION PLAN
Agree this with appraiser, have it writing, and ensure it is SMART: Specific, measurable, attainable, relevant and time-honoured.
Munir Adam
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