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Appraisal Year and Phasing for Secondary Care

The appraisal year & appraisal process for Secondary Care

The appraisal year

The appraisal year is aligned to the financial year, running from 1st April to 31st March.  The appraisal year aligned to an appraisal is predicated by when the appraisal meeting takes place.  For example, if the appraisal meeting takes place in June 2022, the appraisal will fall under the appraisal year 2022/2023 (1st April 2022 to 31st March 2023).  An Appraisal meeting taking place in April 2023 will fall within the appraisal year 2023/2024 (1st April 2023 to 31st March 2024).

The information to be reviewed at the appraisal meeting should cover all supporting information gathered since the previous appraisal to being the doctor up to date.     

Supporting information for annual appraisal must include evidence of Continuing Professional Development, Quality Improvement Activity, Significant Events Analysis, a review of complaints and compliments and also evidence of Colleague MSF and Patient Feedback, which are GMC requirements for revalidation (in conjunction with at least one appraisal in every 5 year revalidation cycle).

The phased appraisal process for Secondary Care

Within Secondary Care appraisees (other than non training Clinical Fellows) should be appraised in accordance with a rolling structured timetable. Each appraisee will be required to complete an appraisal during a four month period as determined by their GMC revalidation due date (in particular the month). The appraisal phasing system operates as follows:

  • Phase 2:  Doctors who have revalidation months falling during  August, September, October or November, have an appraisal completion window of April – July
  • Phase 3:  Doctors who have revalidation months falling during  December, January, February or March, have an appraisal completion window of August – November
  • Phase 1:  Doctors who have revalidation months falling during April, May, June or July, have an appraisal completion window of December – March

Phase 0: If a doctor commences employment within the Board on or after the 1st November in any given appraisal year, and they are not due to revalidate during that appraisal year, they will not be expected to complete an appraisal for that appraisal year, and will fall into their phasing window for the following appraisal year.

 Appraisal timings for Non Training Clinical Fellows

The appraisal completion deadline for Clinical Fellows is dependent on their contract end date.  Clinical Fellows with contracts ending in February should complete their appraisal by the end of January, and those with contracts ending in August, should complete their appraisal between April – July.          

Last Updated: 28 March 2022