NHS Appraisal Training Case Studies

First Community Health & Care – East Surrey

A Health and Care Organisation delivering front-line NHS services and care to the local community in East Surrey and the surrounding area. The organisation provides nursing and therapy teams, specialist care teams, children and family advice and support as well as a Rehabilitation Ward, Rapid Assessment Clinic and Minor Injury Unit at Caterham Dene Hospital.

Target group – Managers, Therapists, Business Partners, Nurses

NHS Appraisal Training Objectives

 Ensure the appraisal process aligns with the NHS Constitution and that appraisers have the skills to make the process meaningful, positive and worthwhile.
 Clarify expectations of appraisees through a clear and up to date job description and Knowledge and Skills Framework (KSF) outline and agreeing a set of performance objectives.
 Ensure the appraisal process is continuous and not just a tick box exercise at the end of the year.
 Ensure the appraisal process is objective, fair and consistent throughout First Community Health & Care.
 Ensure that the appraisal is focused on developing the skills and talents of the individual, through personal development planning, implementation and review.

Delivery

One day tailored training sessions at different Hospital locations.

Brent, Harrow & Hillingdon Clinical Commissioning Group

A Group of General Practices working together to plan and design local health services in Brent, Harrow and Hillingdon. The Group commissions health and care services including planned hospital care, urgent and emergency care, rehabilitation care, community health services, mental health and learning disability services.

The Group works with patients and health and social care partners to ensure services meet local needs. The Group is responsible for arranging emergency and urgent care services within its boundaries, and for commissioning services for any unregistered patients who live in their area.

Target Group – Members of the CCG Board.

NHS Appraisal Training Objectives

 Work with Board Chairman and Board Members to develop a meaningful and developmental performance management process to be rolled out across the CCG.
 Coach Board members in the skills required to appraise Doctors and other Health Care professionals in a positive, worthwhile and developmental way.
 Inculcate the CCG’s strategic objectives into the personal objectives of staff.

Delivery

One to one tailored consultancy sessions. One session for each Board Member. Held at CCG HQ, Harrow.

East Berkshire Primary Care Out of Hours (EBPCOOH)

EBPCOOH is a not-for-profit Social Enterprise commissioned by East Berkshire Clinical Commissioning Groups in Bracknell Forest, Slough, Windsor, Ascot and Maidenhead to provide urgent out-of-hours medical care.

Target Group – Managers with performance appraisal responsibilities

NHS Appraisal Training Objectives

 Preparing for and planning the appraisal
 Ensuring the appraisee feels positive about the process and gets involved
 Understanding your strengths and weaknesses as a performance manager
 Agreeing clear and realistic objectives with appraisees (tailored exercise)
 Interviewing, listening and questioning skills
 Demonstrating professionalism and assertiveness throughout the process
 Using positive verbal and non-verbal behaviour
 Being fair and objective – Balancing praise and development issues
 Using fact, not judgement to support your point of view
 Dealing with issues of poor performance professionally, calmly and diplomatically
 Foreseeing and dealing with a conflict situation or difficult issue
 Creating the link between the appraisal and improved appraisee performance
 Ensuring that performance management is a continuous process, not just a one-off event at the end of the year.

Delivery

One day tailored appraisal training course for 12 delegates held off-site.