Performance Management: Making appraisal work for your school Second Edition

Performance Management: Making appraisal work for your school Second Edition

Primary, Secondary
Sep 2013


**Updated with a new training session and ready-to-use now!**

What's new?

We have added in an extra session which focuses on Ofsted and Performance Management - written to fit with the Ofsted School Inspection Handbook September 2013.

This training resource is designed to give you the knowledge, information and materials you need to ensure your school can deliver the revised performance management and capability arrangements.

The pack offers training resources for every stakeholder; from a session on the legal arrangements governors need to know and set as school policy, to sessions to train middle leaders on good target setting, monitoring and reviewing practice.  It will enable you to raise standards and improve school performance through effective appraisal that meets the new requirements.


Performance Management will enable you to:

  • ensure all key stakeholders are up-to-date with the changes and you are fulfilling your statutory appraisal duties
  • set an expectation of continuous professional development with all staff meeting the revised teacher standards
  • empower middle leaders to provide challenge and support by teaching them how to have productive conversations and set effective targets
  • develop aspirational but achievable high standards for staff throughout the school
  • enable recommendations for pay progression for relevant colleagues
  • challenge underperforming teachers and help them understand the process for capability
  • provide a bridge between whole-school development and appraisal by showing how to develop precise targets from the whole-school improvement plan.


Why buy an Optimus Education DIY Training resource?

Performance Management: Making appraisal work for your school is part of the Optimus Education D-I-Y (deliver it yourself) training portfolio. Our D-I-Y training packages provide:

  • value for money – training sessions can be delivered multiple times to different groups of staff
  • comprehensive training materials – detailed training plans, presentations, handouts and a variety of practical activities to engage participants are all provided in the package
  • flexibility – training sessions can be customised with case studies, questions or exercises which are specific to your school’s needs
  • excellent quality – the training materials have been written by experienced trainers with expertise in the topic area; you benefit from their knowledge and guidance
  • measurable outcomes – each package includes ways to monitor effectiveness and learning outcomes.


Summary of contents

The pack is written with all school stakeholders in mind, offering tried and tested ready-made training sessions that can be delivered to governors, senior leaders and teaching staff.  The materials can be adapted to suit your specific school and include ready written policies, PowerPoint slides and primary and secondary school case studies.

  • Meet new statutory requirements for appraisal
  • Provide support and challenge  with effective target-setting
  • Enable focus on good teaching and learning
  • Encourage high standards and improve school performance

Session Breakdown

Training session 1 - Performance management and the law: Teacher appraisal and capability regulations

Learning Outcomes:

  • The school becomes fully aware of its statutory teacher appraisal duties from September 2012
  • Governors and the senior leadership team understand capability regulations, and are able to implement when necessary
  • Governors and senior leadership team are aware of the changes needed and can revise school policy on appraisal and capability to suit the school’s own circumstances

Performance management – The Process

Training session 2.1 – Setting performance management targets

Learning Outcomes:

  • All appraisers understand the role they play in the appraisal process
  • All feel confident about helping the member(s) of staff they appraise to set targets that will have a positive impact on classroom performance and in turn the effective learning of pupils
  • All appraisers will understand how to formulate targets that are specific, measurable, achievable, relevant and time-related (SMART)
  • All appraisers will be able to complete the relevant school specific paperwork that helps ensure consistency of target setting across the school

Training session 2.2 – Monitoring progress

Learning Outcomes:

  • All appraisers feel confident about helping the member(s) of staff they performance manage review their progress towards their targets
  • A monitoring conversation is valued by appraisers and reviewees alike as a useful and supportive part of the process

Training session 2.3 – Review progress

Learning Progress:

  • All appraisers feel confident about conducting a review conversation with the member(s) of staff they appraise
  • Appraisers feel they have the skills to make a judgement as to whether a member of staff has met their targets
  • Appraisers are aware of the impact this judgement will have on the member of staff they appraise

Training session 3 – Challenging underperformance: the capability process

Learning Outcomes:

  • School leaders understand the legal aspects of the capability process
  • School leaders understand how staff should be supported to improve and be given appropriate time to do that
  • School leaders understand the new flexibilities to adopt and see through a capability process where a member of staff is not making required improvements to their professional practice

Training session 4 - The link between school improvement, subject improvement and appraisal

Learning Outcomes:

  • All appraisers understand the link between improvement planning (whole-school and subject/year or phase) and appraisal
  • Appraisers recognise that a subject/year/phase or area improvement plan provides the bridge between whole-school improvement and performance management
  • Observers and school visitors can identify school improvement in practice

(BRAND NEW) Training session 5 - The link between school improvement, subject improvement and appraisal

Learning Outcomes:

  • Have a better understanding of how Ofsted will judge your school’s performance management processes
  • Have reviewed how far your current school practice meets Ofsted requirements
  • Have agreed on actions needed in order for your school to be ‘Ofsted ready’

About the expert

Josephine Smith is currently sole deputy headteacher at Kesteven and Sleaford High School, a selective academy in Lincolnshire. Previously she was vice principal at an 11–16 specialist sports comprehensive school in Leicestershire. Over the past four years local reorganisation meant her Leicestershire school doubled in size meaning that continual professional development and internal training were vital factors in the school’s success.


  • A4 Ringbinder, c. 64 pages
  • CD-ROM containing PowerPoint presentations and accompanying resources


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