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The HR Forum

PDP/Appraisal Template

Hi All ,


I have been tasked with setting in motion the Personal Development and Appraisal strategy and all paperwork - we currently do not have this in place at all .

I was wondering if anyone has any helpful pointers or links for completing this , and also if anyone knows of any templates I can look at for paperwok ???


Any help will be greatly recieved !!!


Many Thanks


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  • Hi Jade

    ACAS have some free templates that you can use and download for free.

    You can access them here:





    Staff Management - Free HR Templates
    Letter templates, checklists and tools created by Acas, the independent and impartial Advisory, Conciliation and Arbitration Service, to assist emplo…
  • Hi Jade

    My organisation is a MAT of 4 primary schools. 

    We changed our process last year and included action enquiry as part of our targets. This is working really well as each colleague teacher through to caretaker choose a topic such as ‘why is poor attendance often linked to our low attainers’. 

    They carry out research and recommend actions the schools can take to improve. 


    Its a win-win as the person develops their knowledge and the school benefits from new initiatives and improvement. 


    Id be happy to send you the information through?

    • Hi Karys ,


      That sounds really interesting and a new approach to the whole system .

      That would be great thank you very much !!

      Best Wishes


  • Hi Jade,
    If you would consider using a tool that will assess competence, identify training needs, measure and monitor performance against targets or KPI's my software will accommodate it (and much more besides) and I would happily provide an online demonstration.

    Otherwise, if you are looking to keep it paper/document based I have some templates that I would be happy to share with you along with some guidance notes for both managers (conducting the PDP's) and the employee.


  • Hi Jade

    I did a webinar on PDPs early last year. Maybe it'll help with some ideas:


    Best wishes,


    Creating an Effective Personal Development Plan
    On Monday (26th March) I delivered a webinar on creating an effective PDP. The webinar was free to attend and open to all comers. The recording of th…
    • Hi Gary ,

      That is great thank you , I will check it out tonight !

      Thank you for your help !



  • Hi Jade,

    I'd be happy to send you some templates for the system we're currently using if you can give me your email address?


    • Hi Chrissy ,


      That would be amazing thank you !

      I will send you a message with my email .

      Thank you !!



  • HI Jade,

    Great question and I'm sure the generous community here will pile in.

    Just curious as to what the appraisal process will be measuring and whether as an organisation you have these behaviours, values etc in place?

    • Hi Andy ,

      Well we're hoping that we can measure the indivuals progress/ personal performance  in their department , ie against criteria/ goals set by their line manager and also against our busisness mission statement.

      We are the head office of several academies and schools but it would be for the staff here at head office only at present ( as teachers have their own performance scale).

      There is no process in place at present but as we are taking on more schools and growing in size , I feel its something that needs to be implemeneted ?

      Thank you so much !


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