Getting Started with Performance Management

Assign reviewers and link reviewees

For this, use the Admin and Assign buttons in the top-right corner of the Performance Reviews page.

To get to the Performance Reviews page, go to “Perf. Mgmt”  > "Dashboard" > “All reviews”

Within “Admin”, you’ll find an option for setting who the reviewers are - Assign is used for linking reviewees to your chosen reviewer.

The headteacher is already a reviewer by default.

Create any whole school objectives you'll want to use later

This can be done using the Add New > Whole School Objective option on the Performance Reviews page.

When you're ready, write up your objectives and click Add Objective at the bottom of the pop-up.

Any objectives you add here will be available in a pre-written bank of objectives for reviewers to use (it doesn’t necessarily mean this objective must be set for every reviewee).

Start the review process by meeting and setting objectives

Find a reviewee in “Start” and click Meet or Schedule on the right of the page to begin the review process.

When in someone’s review, click + Existing Objective to select from the list of Whole School Objectives. Other objectives in School that relate to this reviewee may also show in this list in case you want to link them to their review (see FAQs for further details).

Click Add Objective to create a new objective from scratch.

Take a look at the other areas of the review as needed (these are the sections on the left when within a review):

• CPD Needs: For recording CPD, this reviewee is due to do this year.

• Development Feedback: View feedback records for this reviewee.

• Standards: view any Professional Standard templates completed by this reviewee.

• Other Evidence: Upload other relevant documents for this review. If you’re getting started for the first time, this is an excellent place to attach the reviewee’s previous review from your old system.

Activate the review

At the bottom of the review page, you can download and view the PDP (“Personal Development Plan”) document to check this.

To activate the review immediately, tick the “Skip feedback and activate PDP” box and click the green “Activate the PDP” button. This will record that both parties “agreed” to the review in the meeting.

Alternatively, leave the box unticked and “Submit for feedback to activate the PDP” - this sends the review document to the reviewee. They then get a period to view this via their account and submit it back as “accurate” or “inaccurate”, along with a comment.

Assuming they say it’s accurate, the review is then activated. If not, the reviewer will be given access to the review again so any necessary amendments can be made before the agreement.

Top tips and FAQs

1. Can my reviewers “tweak” Whole School Objectives when setting them for individual reviewees?

Yes! Once a reviewer has added a WST to a review, that individual’s version of the objective can be edited without affecting the Whole School Objective or other reviewees' versions.

2. When trying to add a Whole School Objective to someone’s review, why can I see other objectives showing up alongside the Whole School Objectives?

You may find other objectives show alongside your Whole School Objectives if they relate to the reviewee in some way - this is particularly likely as you begin using the Planning feature in Perspective.

For example, an “English subject plan” is created with three objectives for the English team… if your reviewee is in the English team and you go to “+ Existing Objectives”, those three objectives will be listed alongside the Whole School Objectives, as you may wish to assign them to this reviewee’s review.

An objective will show in the list of “Existing Objectives” for a review if:

• The reviewee is responsible for that objective.

OR

• The objective is for a team that the reviewee is in.

3. What do you recommend I put in the different sections of an objective?

This is always up to you, and this isn’t prescriptive, but loosely speaking…

Title - clear, not too long. “QofE - Curriculum” is a common format.

Description - the “what” box. Answer the question “What is it we are trying to achieve?” and any other context and detail required to understand the objective.

Strategy - the “how” box. “How will we achieve this objective?”.

Success criteria - asking, “If this objective goes well, what would that look like?” will give you an idea of what these may be.