Guidance notes for departments - Oxford Learning Institute ...

Oxford Learning Institute
University of Oxford
a review of progress towards the individual‟s objectives for the previous year
[or, in the first year of operation of the scheme, or where individual objectives
are not appropriate, a review of key activities undertaken]
a review of the core areas of the individual‟s current role and responsibilities
and how these are being interpreted
discussion of successes in achieving objectives, or undertaking activities,
over the past year
the identification of any barriers to the achievement of objectives or activities
and possible remedies
agreement of appropriate objectives or activities for the following year, linked
as relevant to departmental plans and the University‟s Corporate Plan
consideration of the individual‟s immediate development needs, including
training, and other support requirements; and the effectiveness of any training
or development carried out over the previous review period
with the agreement of the individual, discussion of longer-term career
development, including any support required and any opportunities for lifelong
learning.
9. Departments will make locally appropriate arrangements, based on guidance and
templates provided by the Learning Institute, for:
a) individuals and their reviewers to agree a record of the discussion, with a
presumption that the record will be held on the individual‟s personal file
b) collating and acting on agreed training and development needs arising from
the annual review discussions, including mechanisms to ensure that common
themes and training needs emerging from review discussions are picked up
and acted on
c) regular review of other individual or collective actions identified by the annual
review process; and for integration of the review process with existing staff
management procedures.
8