Staff Review and Development
When we are caught up in the day to day challenges of managing our priorities, we don’t always take time to stop and take stock. A staff review is an opportunity to do just that - to pause and reflect. It’s a chance to sit down, talk about you and your role, and to plan ahead with a person who can offer guidance and feedback. Staff review is an opportunity to have a more structured, developmental conversation where you can discuss the previous 12 months, look forward to the year ahead, and explore your individual development.
Improving your staff review process
It was announced in July 2020 that from 1st November there will be changes to the staff review process in response to staff feedback. Our contract with the supplier of MyReview ended on 31st October and we have developed a simplified process to replace it. Early in Spring 2021 we will launch our new Learning Management System (LMS) in which staff will be able to complete an online record of their review in a very simple and easy to use form
Between now and the introduction of our new system it is important that you are still able to hold staff review meetings, and we have designed an interim hard copy form for you to use from the 1st of November until the LMS is launched.
For review meetings held from 1st November:
- Interim process: for reviews carried out from 1st November please use the Staff Review form Nov 2020 (Office document, 30kB). There is information for both reviewees and reviewers on how to use the form as part of your review, by following the links on the right.
To access the mandatory online training modules after November 1, go to:
Overview of staff review at University of Bristol
Why is staff review important?
It is important because it offers every member of staff at the university a chance to:
- Reflect on their work and how it supports the overall success of the University
- Feel motivated and valued in their work
- Recognise how they can thrive and reach their potential
- Have the time to reflect on where they are in their career, and where they want to get to
What is a staff review?
Staff review is an open, supportive, two-way discussion between a reviewer and a reviewee. In most cases the reviewer will be the reviewee’s line manager, but in some cases an experienced colleague may be appointed by senior management to fulfil the role of reviewer.
These meetings are structured around three activities:
- Looking back over the last 12 months
- Looking forward and planning ahead
- Agreeing outcomes and actions
The topics discussed can include:
- Reflecting on the work completed since the last review
- Recognising the reviewee’s contribution and achievements
- Clarifying expectations of the reviewee’s role
- Discussing any issues or barriers the reviewee is facing
- Talking about health and wellbeing at work
- Planning ahead and looking at the current and future priorities to focus on going forward
- Setting objectives/expectations/goals or aims
- Talking about opportunities for training and development
- Discussing career aspirations
SR&D and its role in relation to Performance Management
Performance management is a holistic, on-going process bringing together many of the elements that make up the practices of effective people management, e.g. work allocation, regular 1 to 1 meetings, wellbeing, development conversations (including career), capability etc. It is not solely about dealing with under-performance issues and includes all aspects of an individual’s contribution.
Whilst the Staff Review meeting does provide a valuable opportunity to take stock of someone’s performance across a whole year it is not the place for the reviewer to introduce new issues. There should be no unexpected surprises for the reviewee related to their performance. Any under-performance issues must be raised with them first outside of this meeting and at the earliest opportunity with the aim of finding ways to resolve them. They should not be ‘saved’ to bring up for the first time at a Staff Review meeting.
SR&D and new starters
It would normally be expected that new staff would participate in SR&D. The Initial Service Review (ISR) process and SR&D should be complementary. ISR is obviously very important and will focus on early progress and performance in the role. In the first year, these discussions should sit alongside and complement SR&D discussions around objective setting, development needs, etc. It is very important to clarify expectations early on and establishing and recording agreed objectives in the first year of an individual’s career here is an important part of this. These objectives can then be carried forward to support a wider SR&D discussion in the following year, looking both backward and forward.
Who should have a staff review?
All staff at the university are expected to take part in an annual staff review conversation - whether you are academic (including research staff) or professional services staff, if you are full time, part time and fixed term staff, and whether new to the university or a long-standing employee. Full participation in staff review is part of the ‘citizenship’ required of everyone working at the university.
Length and location of the meeting:
There is no fixed length for the meeting but to make it a meaningful conversation a minimum of 90 minutes should be set aside. It should either take place online if you are working remotely, or if you are working on campus in a suitable location where it can be assured there will be no interruptions, e.g. a meeting room, an office or other private space away from the regular workplace. Please follow COVID regulations. The meeting shouldn’t be held in a public space, such as a café, as this could undermine confidentiality and could make it difficult to have a frank discussion.
After the review meeting
A key outcome from the meeting should be the setting of a clear plan for the future which can be referred to at the next staff review and throughout the year. Once the review meeting has taken place the outcomes are agreed between the reviewer and the reviewee and recorded as a personal record.
Although there is a minimum requirement of one staff review meeting a year, the reviewer and the reviewee can agree to have interim meetings- perhaps to review how the objectives/ expectations/ goals/ or aims are going.
Staff review form
Download and complete your Staff Review form Nov 2020 (Office document, 30kB)