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Investigator Guide - University of Liverpool

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4. Pr<strong>of</strong>essional Development Review (PDR) and Portfolio <strong>of</strong> Activity (PoA)<br />

“The PDR and PoA are the primary institutional processes to allow staff<br />

to identify their development needs”<br />

All staff <strong>of</strong> the <strong>University</strong> are required to have regular formal<br />

review meetings. The <strong>University</strong>’s scheme is known as<br />

PDR and the process is expected to take place when a<br />

member <strong>of</strong> staff joins the <strong>University</strong> and then, as a mandatory<br />

minimum, on an annual basis. PIs must recognise<br />

the necessity <strong>of</strong> conducting PDRs for researchers in order<br />

for the researchers to be clear about the expectations <strong>of</strong> their role, and the plans and<br />

priorities <strong>of</strong> the research project, the development needs <strong>of</strong> the researchers and the<br />

standard <strong>of</strong> contribution being made. The current process in the <strong>University</strong> is available<br />

here.<br />

The PDR allows PIs and researchers to take a considered<br />

view <strong>of</strong> how work is progressing in relation to the expectations<br />

<strong>of</strong> the project, which may change during its duration.<br />

If things do change, the PDR allows for ‘in-year’<br />

PDRs to assist both parties to record any unanticipated<br />

events which might affect the project and how these will be dealt with or a reorientation<br />

<strong>of</strong> the project undertaken.<br />

All academic staff, including researchers, are required to complete the PoA (click<br />

here) which allows staff to record their activities, including publications and conference<br />

presentations together, with plans for research and development (formal and<br />

informal) which they have undertaken or wish to undertake. The Portfolio is a live<br />

repository <strong>of</strong> data and other information and its completion and regular updating is a<br />

mandatory expectation at the <strong>University</strong> <strong>of</strong> <strong>Liverpool</strong>.<br />

The PDR and PoA are the primary institutional processes to allow staff to identify<br />

their development needs in the context <strong>of</strong> their role, activity and career aspirations,<br />

to discuss these with their PDR Reviewer (who may also be their PI) and to secure<br />

agreement for development and training (both formal and informal) where this is<br />

considered to be appropriate and can be supported and resourced.<br />

6

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