Staff PDP reviews NSW
The Performance and Development Plan (PDP) is a key tool used by some NSW schools to support professional growth and development for staff. As a Reviewer or Mentor, you play a vital role in guiding and managing staff PDP reviews.
Work on current reviews: Collaborate with staff to set goals, provide feedback, and track progress throughout the PDP cycle.
View archived reviews: Access past reviews for reference and continuity in professional development planning.
Access staff PDP reviews
Navigate to My EMS.
Go to Manage My PDP Reviews NSW.
Select the Staff PDP Reviews section to begin managing reviews.
Stages in the PDP review cycle
The PDP review cycle is designed to foster professional growth and align individual goals with organisational standards. The Reviewee drives the process by setting goals, providing evidence, and self-assessing progress. The Reviewer evaluates progress, provides feedback, and formally closes each stage. The Mentor (if enabled) offers additional guidance and support. The process ensures clarity, accountability, and measurable outcomes at every stage.
Status indicators of the stage of the PDP review
Start-Cycle (Stage one)
Mid-Cycle (Stage two)
Complete
1. Start-Cycle
The Start-Cycle stage sets the foundation for the PDP review process. The reviewee defines their goals and plans, while the reviewer provides initial feedback. The mentor (if enabled) may offer guidance.
Reviewee responsibilities:
Enters Start-Cycle PDP details.
Defines goals, outlines strategies, identifies support needed, and connects goals to relevant standards.
Provides evidence of progress and enters Mid-Cycle Staff Comments (self-assessment of progress) and End-Cycle Staff Comments (self-assessment of overall performance).
Uploads supporting files to demonstrate progress or achievements.
Reviewer responsibilities:
Provides Start-Cycle Reviewer Comments, offering feedback on the goals and ensuring alignment with organisational objectives.
Enters Reviewer Feedback on goals, strategies, and evidence.
Provides Mid-Cycle Reviewer Comments (evaluating progress and suggesting adjustments) and End-Cycle Reviewer Comments (final feedback on goal achievement and performance).
Clicks the Finish Start-Cycle toolbar button to formally close the Start-Cycle stage.
Mentor responsibilities (when enabled):
Provides optional Mentor Feedback, offering guidance on goals, strategies, or evidence.
Can download PDP support files for reference.
Outcome after completing Start-Cycle:
The Start-Cycle section displays a tick icon to indicate completion.
The review moves to the Mid-Cycle stage, and all fields in the Start-Cycle are locked. Text turns blue and can no longer be edited.
2. Mid-Cycle review
The Mid-Cycle Review focuses on evaluating progress, discussing achievements, and making adjustments if necessary. The reviewee and reviewer collaborate to document progress.
Reviewee responsibilities:
Enters additional evidence of progress.
Provides Mid-Cycle Staff Comments (self-assessment of progress) and End-Cycle Staff Comments (self-assessment of overall performance).
Enters overall Mid-Cycle Review staff comments summarising their progress.
Uploads supporting files to demonstrate achievements.
Reviewer responsibilities:
Provides Reviewer Feedback on progress and evidence.
Enters Mid-Cycle Reviewer Comments (evaluating progress and suggesting adjustments) and End-Cycle Reviewer Comments (final feedback on goal achievement and performance).
Enters overall Mid-Cycle Review reviewer comments summarising their evaluation.
Clicks the Complete Mid-Cycle button to formally close the Mid-Cycle stage.
Mentor responsibilities (when enabled):
Provides optional Mentor Feedback, offering guidance on progress and next steps.
Can download PDP support files for reference.
Outcome after completing Mid-Cycle:
The Mid-Cycle Review section displays a tick icon to indicate completion.
All Mid-Cycle fields are locked, and text turns blue, indicating they can no longer be edited.
3. End-Cycle summary
The End-Cycle Summary stage involves a final evaluation of the reviewee’s performance, outcomes, and achievements. The reviewer selects overall outcomes for each domain and the review as a whole.
Reviewee responsibilities:
Views Start-Cycle PDP details and Mid-Cycle staff comments.
Enters End-Cycle Staff Comments (self-assessment of overall performance and outcomes).
Uploads supporting files to demonstrate final achievements.
Reviewer responsibilities:
Views Start-Cycle Reviewer Comments and Mid-Cycle reviewer comments.
Enters End-Cycle Reviewer Comments (final feedback on goal achievement and performance).
Selects outcomes for each domain and the overall review outcome.
Clicks the Finish End-Cycle toolbar button to formally close the review cycle.
Mentor responsibilities (when enabled):
Provides optional Mentor Feedback, offering final guidance or recommendations.
Can download PDP support files for reference.
Outcome after completing End-Cycle:
The End-Cycle Summary section is finalised, and all fields are locked. Text turns blue, indicating they can no longer be edited.
The review cycle is complete, and outcomes are documented for future reference.
Key features of the PDP review cycle
Structured process:
The cycle is divided into three main stages—Start-Cycle, Mid-Cycle Review, and End-Cycle Summary— to ensure a systematic approach to professional development.Collaboration:
The reviewee and reviewer work together to set goals, evaluate progress, and document outcomes. The mentor (when enabled) provides additional support and guidance.Transparency and accountability:
Each stage is clearly documented, and fields are locked after completion to ensure accountability and prevent unauthorised edits.Flexibility:
The mentor role is optional, allowing organisation's to tailor the process to their needs.
Filter and search for a staff PDP review using the toolbar
Use the filter options in the top toolbar to set your desired criteria.
Select review period: Select from the menu options.
Select staff member: Select from the menu options.
Click Search to apply the filters and display the results.
Visual cues
Grey background: Indicates a disabled field where you cannot enter information.
Blue text: Indicates read-only text that you cannot change.
Number in brackets (#): In a section title, this shows the number of items added (e.g., files, comments).
Icons in section title: Represents the current stage of the review cycle.
Send an email to your PDP reviewee(s)
Click the Email button.
Select the recipient from the dropdown menu:
Current reviewee: Send the email to the individual reviewee.
All reviewees: Send the email to all reviewees associated with the selected pathway review.
Enter the email details, including the subject and message.
Click Send Email to deliver the message.
Download a staff PDP review as PDF
Click Download.
Locate the downloaded file (usually in your "Downloads" folder).
Open the PDF in your default PDF viewer (e.g., Adobe Acrobat, Preview, or a web browser).
Print if needed.
Start-Cycle of a PDP review
Summary of user roles and permissions in the Start-Cycle of a PDP review
Reviewee:
Can enter and edit Performance and Development Plan Details, Goals, Strategies, Support, Connection to Standards, and Evidence.
Can upload supporting files in the PDP Files section.
Reviewer:
Can enter and edit Start-Cycle Reviewer Comments and provide Reviewer Feedback on goals, strategies, and evidence.
Can view and download files in the PDP Files section.
Mentor (when enabled):
Can provide optional Mentor Feedback on goals and progress.
Can view and download files in the PDP Files section.
Locked fields:
Fields such as Mid-Cycle and End-Cycle comments and outcomes are locked during the Start-Cycle and become available in later stages of the review process.
Add reviewer comments to the Start-Cycle of a PDP review
Access the Start-Cycle section:
Click on the Start-Cycle section to activate it.
Enter your comments:
In the Start-Cycle Reviewer Comments field, type your feedback or comments.
Save your changes:
Click the Save button to store your comments.
Confirmation:
An Update Successful confirmation window will appear.
Click OK to close the window and complete the process.
This ensures your feedback is saved and accessible for the reviewee to review.
Add reviewer domain feedback in the Start-Cycle of a PDP review
Select a Goal section:
Click on one of the goal sections to activate it.
Access the Reviewer Feedback section:
Within the selected goal, click on the Reviewer Feedback section to make it active.
Enter your feedback:
Type your comments or feedback in the provided input field.
Save your changes:
Click the Save Changes button to store your feedback.
Confirmation:
An Update Successful confirmation window will appear.
Click OK to close the window and complete the process.
This ensures your feedback is saved and accessible for the reviewee to review.
PDP files section
The reviewee can begin adding supporting files starting from the Start-Cycle of the review cycle.
Added files are accessible in the PDP Files section.
The number displayed in the section title (e.g., "(3)") indicates how many files have been added by the reviewee.
Download a supporting file from a staff PDP review
Access PDP files section:
Click on the PDP Files section to activate it.
Download the file:
Click on the File Name link to download the file.
Locate and use the file:
The downloaded file will typically be saved in your "Downloads" folder.
Open the file to view its contents.
Print the file if needed.
Finish the Start-Cycle of a staff PDP review
Wait for notification:
The reviewee will contact you once they have entered all required details for the Start-Cycle and are ready to proceed.
Complete the Start-Cycle:
Click the Finish Start-Cycle button.
A confirmation window will appear. Click the Yes button to proceed.
A status update window will then appear. Click the OK button to close it.
Verify completion:
The Start-Cycle section will display a tick icon, indicating that the Start-Cycle has been successfully completed.
The goal sections will update to show that the review has progressed to the Mid-Cycle stage.
All fields in the Start-Cycle will be locked, and the text will turn blue, indicating they can no longer be edited.
Mid-Cycle of a PDP review
Summary of user roles and permissions in the Mid-Cycle of a PDP review
Reviewee (Staff Member):
Can continue entering evidence to show progress.
Can add Mid-Cycle Staff Comments and End-Cycle Staff Comments.
Can provide Staff Comments in the Mid-Cycle Review section.
Can upload supporting files in the PDP Files section.
Reviewer:
Can provide Reviewer Feedback on progress and evidence.
Can add Mid-Cycle Reviewer Comments and End-Cycle Reviewer Comments.
Can provide Reviewer Comments in the Mid-Cycle Review section.
Can begin selecting outcomes in the End-Cycle Summary section.
Can view and download files in the PDP Files section.
Mentor (when enabled):
Can provide optional Mentor Feedback on the reviewee’s progress.
Can view and download files in the PDP Files section.
Locked fields:
Fields such as Goals, Strategies, Support, and Connection to Standards are locked during the Mid-Cycle and cannot be edited.
Move a staff PDP review back to the Start-Cycle
If the reviewee requests changes to the Start-Cycle Overview or Goals after the review has progressed to the Mid-Cycle, you (the reviewer) can move the review back to the Start-Cycle.
Receive the request:
The reviewee will contact you to request moving the review back to the Start-Cycle.
Initiate the move:
Click the Back to Start-Cycle button.
A confirmation window will appear. Click Yes to proceed.
Confirm the change:
A status update window will appear. Click OK to close it.
Verify the status:
The Start-Cycle section will display an icon indicating that the review is now back in the Start-Cycle.
All fields in the Start-Cycle will be unlocked and can be edited by the reviewee.
Complete the Mid-Cycle of a staff PDP review
Once the Mid-Cycle Review meeting has taken place and all comments and feedback have been added, you (the reviewer) can mark the Mid-Cycle as complete.
Finalise feedback:
Ensure all Mid-Cycle comments and feedback have been entered in the relevant sections.
Mark as complete:
Click the Complete Mid-Cycle button in the toolbar of the Mid-Cycle section.
A confirmation window will appear. Confirm your action to proceed.
Verify completion:
The Mid-Cycle Review section will display an icon (e.g., a tick) to indicate it has been completed.
All Mid-Cycle fields will be locked, and the text will turn blue, indicating they can no longer be edited.
End Cycle of a PDP review
Summary of user roles and permissions in the End-Cycle of a PDP review
Reviewee:
Can continue entering evidence to show progress.
Can add End-Cycle Staff Comments and Staff Comments in the End-Cycle Summary section.
Can upload supporting files in the PDP Files section.
Reviewer:
Can provide Reviewer Feedback on progress and evidence.
Can add End-Cycle Reviewer Comments and Reviewer Comments in the End-Cycle Summary section.
Can select outcomes for each domain and the overall review.
Can view and download files in the PDP Files section.
Mentor (when enabled):
Can provide optional Mentor Feedback on the reviewee’s progress.
Can view and download files in the PDP Files section.
Locked fields:
Fields such as Goals, Strategies, Support, Connection to Standards, and Mid-Cycle comments are locked during the End-Cycle and cannot be edited.
Finish a staff PDP review
When you're notified that the PDP review is complete, follow these steps to assess the review, determine outcomes, and finalise the process:
Access the End-Cycle section:
Click on the End-Cycle section in the responses panel.
Enter reviewer comments:
Add your final Reviewer Comments in the provided field.
Select outcomes:
For each domain, select an outcome from the drop-down menu options.
Select the overall review outcome from the drop-down menu.
Save your changes:
Click the Save Changes button.
An Update Successful confirmation window will appear. Click OK to close it.
Finish the End-Cycle:
Click the Finish End-Cycle toolbar button.
A confirmation window will appear. Click Yes to proceed.
A status update window will appear. Click OK to close it.
Verify completion:
All sections will display an icon (e.g., a tick) to indicate they have been completed.
All fields will be locked, and the text will turn blue, indicating they can no longer be edited.
Summary of actions:
Enter final comments and select outcomes for each goal and the overall review.
Save your changes and confirm the completion of the End-Cycle.
Verify that all sections are locked and marked as complete.