In this week's episode, brought to you in partnership with Practice Index, we welcome back podcast regulars Claire Houston & Robyn Clark to explore why appraisals are a vital part of staff development in general practice, and how to make them meaningful rather than just a tick-box exercise. They discuss whether 'appraisal season' is helpful or whether reviews should be spread throughout the year, how to structure objectives so they align with wider practice goals, and why appraisals should never contain surprises. The conversation covers practical tips on preparation, 360° feedback, handling difficult conversations, and setting SMART objectives that genuinely support both individual growth and organisational strategy. The episode also explores the unique challenge of appraising practice managers, the benefits of a four point scoring system, and how digital tools like the Appraisals Manager within the Practice Index Hub can streamline the entire appraisal cycle, from scheduling and documentation to tracking objectives and progress.
Introduction (0:09)
Practice Index Appraisals Manager: what it offers (00:35)
Is there such a thing as 'appraisal season'? (01:25)
Why appraisals should never contain surprises (02:15)
Formal appraisals (03:10)
Aligning individual objectives with practice strategy (04:00)
Setting meaningful objectives (and how many to set) (06:30)
Using SMART objectives effectively (08:30)
The importance of preparation and pre-appraisal questionnaires (10:30)
360° feedback and gathering wider perspectives (11:30)
Avoiding difficult conversations, and why you shouldn't (13:45)
A practical structure for giving constructive feedback (14:45)
Rethinking scoring: why move from five points to four? (16:50)
Documenting objectives and tracking progress digitally (18:20)
Who appraises the practice manager? (19:15)
Using the IGPM appraisal toolkit (20:30)
Accessing the HR package and Appraisals Manager in the Hub (23:30)
Episode summary and close (24:30)
Book an HR Package demo here To access the IGPM Appraisal Toolkit, join IGPM here.
To visit the Practice Index website, click here or contact James Dillon here.
For all enquiries about the Ockham podcast, please contact Ben Gowland here.