TACT PMS GP appraisal scheme 2004-5 appraisal round

North Northumberland GP Appraiser Group

The membership of the appraisal group is founded on three principles:

1. Appraisers have recent appropriate training
2. Appraisers are actively appraising
3. Appraisers have appropriate support and developmental training

Step by step through the appraisal process

Startup

1. Each appraiser undergoes appropriate training.
2. The appraiser support group is formed.
3. Each appraiser signs up to the N Northumberland appraisal contract 2004-5 with the PCT to provide an appraisal service.
4. Each appraiser appraises one of the other appraisers with a third appraiser observing. This process allows the appraisers to develop their skills further and receive feedback. It supports the benchmarking and validation processes and continues to define standards. Appraisal may be video-recorded for training purposes.

Rollout

1. Each GP principal is contacted with a list of appraisers and invited to choose their appraiser. They will be asked to give a first and second choice. By choosing their own practice appraiser, the appraisee will opt for in-house appraisal. For those who choose an external appraiser, we would hope to offer the appraisee their first choice appraiser, and the appraisee will be contacted if this is not easily feasible. Appraisees will be encouraged to choose an appraiser so that they do not have more than 2 appraisals in a row by the same appraiser. Appraisees who do not choose an appraiser will be allocated an external appraiser.
   
   Appraisees questionnaire 2004-5 - choose your appraiser here
    
2.  Forms 1 to 3 and  Form 4 (modified) are available to appraisees at www.gp-training.net/cme. Alternatively, it is suggested that you use the NHS appraisal toolkit - online appraisal at this website is recommended for 2004 onwards.
3. Each appraisee will be contacted by their appraiser to set a date for the appraisal.
4. The appraisal interview takes place and from this the appraiser and appraisee together determine the content of form 4 and subsequently the personal development plan (PDP).
5. The PDP is signed off by the appraiser.
6. The content of the PDP is collated with all others in the area to provide information about global learning needs for the GP tutor and clinical governance lead. This collated information will be anonymised before publication. The form 4 is kept confidentially by the TACT office, and its individual contents not disclosed to outside parties. This maintains confidentiality of the outcome of the individual’s appraisal. Form 5 could be used by the appraiser and the appraisee to define or detail any confidential areas not appearing on form 4. Forms 3 and 5 remain the property of the appraisee.
7. Feedback from the  appraisee and the appraiser will be requested – “how was it for you?” The completion of the feedback form will trigger payment: the appraisers will receive a sum of money to compensate for the locum costs required for them to take protected time away from their practice work. The feedback forms will be collated by the appraisal coordinator.
   Online appraisee feedback form 2004-2005 or Appraisal Evaluation Form for appraisee
   Online appraiser feedback form 2004-2005 or Appraisal Evaluation Form for appraiser
8. An appeal system is available for those appraisees or appraisers who have an issue about the process of the appraisal which they cannot address with their appraisal partner to their mutual satisfaction. This process will address the process of the appraisal or specific problems resulting from the appraisal, but cannot address the outcome of the appraisal. The appeal body will normally consist of the GP tutor and a TACT board member.
9. The appraisee’s last form 4 and PDP forms the basis for the subsequent year’s appraisal.

Notes for appraisers

• Appraisers should ensure that they keep complete confidentiality of the appraisal process for each appraisee
• Appraisers should not keep any records of the appraisal process for any appraisee - the form 4 and PDP should be submitted each year to the appraiser by the appraisee. A copy of rhe form 4 and PDP is kept centrally.
• Note on payments: appraiser feedback forms must reach Karen Swordy (Karen.Swordy@northumberlandcaretrust.nhs.uk) by 1 March

Quality assurance of the appraisal process

• An appeal system is available for those appraisees or appraisers who have an issue about the process of the appraisal which they cannot address with their appraisal partner to their mutual satisfaction. This process will address the process of the appraisal or specific problems resulting from the appraisal, but cannot address the outcome of the appraisal. The appeal body will normally consist of the GP tutor and a TACT board member.
• Confidential support can be obtained by each appraiser if required from  Frances Dower (Frances.Dower@gp-A84002.nhs.uk).
• Annual refresher training
• Appraisal skills are benchmarked by
  • Observation (each appraiser will sit in on at least one appraisal of an appraiser annually and give direct feedback to the appraiser)
  • Video of appraisals used for feedback and refresher training
• Feedback from appraisees
• Feedback on Form 4 quality (What makes a good form 4?)
• Feedback on PDP quality (What makes a good PDP?)

7 steps to appraisal

What happens next

• Brad Cheek: last updated Dec 2006
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