| A
summary of statutory requirements set out in the new Appraisal
Regulations for September 2000 |
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The Governing Body must determine the procedures for the
performance review of school teachers at a school. (It is proposed
that the School Government Regulations will make it a statutory
requirement that these should be embodied in a school performance
management policy, developed after consultation with staff and
reviewed annually.)
Is responsible for:
securing that the performance of teachers is reviewed in accordance
with the Regulations
appointing an accredited external adviser from an approved list
deciding on the exact timing of the performance review cycle
for the headteacher
carrying out the performance review of the headteacher. In so
doing it appoints two or three governors to carry out the performance
review. At Church schools, at least one representative should
be a foundation governor. Representatives should not include
teachers or other members of staff at the school
ensuring that, in the first performance review cycle, headteacher
objectives are set and recorded by 31 December 2000 and teacher
objectives by the end of February 2001
appointing one or more review officers where a complaint is made
by the headteacher about his/her performance review and the Chair
of Governors has been involved in that performance review.
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The Chair of Governors
is the review officer for complaints
from the headteacher where s/he has not been involved in the
performance review, and for teachers where the Headteacher is
the team leader
Must:
provide any review officer or new reviewer with a copy of the
performance review statement and with the objectives relating
to that statement
pass the training and development annex of the heads performance
review statement to the person responsible for training and development
in the school
provide a summary of the overall assessment of performance section
of the headteachers review statement to the Chief Education Officer,
or an adviser specifically designated by the Chief Education
Officer, on request
provide a copy of the heads appraisal statement to the CEO, or
a designated officer, where the school does not have a delegated
budget.
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The governors responsible
for reviewing the performance of the headteacher
Must:
seek advice from the appointed external
adviser when setting objectives and reviewing the performance
of the headteacher
meet with the headteacher and adviser at the start of the performance
review cycle to plan and prepare for the performance review,
and set and record headteacher objectives relating to school
leadership and management and pupil progress
meet with the headteacher and adviser at the end of the performance
review cycle to review the heads performance and identify achievements,
including assessment of achievement against objectives, and to
discuss and identify professional development needs/activities
write a performance review statement and give a copy to the headteacher
within 10 days of the review meeting, and allow 10 days for the
headteacher to add written comments
provide the headteacher and chair of the governing body with
a copy of the headteachers performance review statement
on request, provide a copy of the headteachers statement to those
governors who are responsible for taking decisions in relation
to promotion and pay, who should take account of this when making
such decisions.
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The headteacher
as proposed, will be responsible under
the School Government Regulations for overseeing the implementation
of the schools performance management policy and may be asked
by the governing body to draft the policy for consultation with
staff and agreement by the governing body.
Is responsible for:
appointing an appropriate team leader for each teacher, to carry
out their performance review
deciding on the exact timing of the performance review cycle
for teachers
deciding on the exact length of the first performance review
cycle for teachers
providing a copy of a teachers performance review statement to
any review officer, including the objectives relevant to that
statement
ensuring that current objectives are made available to a teachers
new team leader, if there is a change of reviewer
Must:
provide an annual report on performance management in the school
to the governing body. It should contain a report on the operation
of performance management in the school, the effectiveness of
the schools performance management procedures and the training
and development needs of the teachers
provide whoever is responsible for planning and co-ordinating
teachers training and development in the school with a copy of
the part of the performance review statement that relates to
training and development
keep teachers performance review statements secured on file until
at least three years after the next performance review statement
has been finalised
review complaints by teachers about their performance review
statement, where they are not the team leader
pass a copy of the performance review statement to those teachers
for whom they are team leader
on request, provide a copy of the performance review statement
to those governors who are responsible for taking decisions in
relation to promotion and pay, who should take account of this
when making such decisions
on request, pass a copy of the performance review statement to
a teachers team leader
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The headteacher as
job holder
Must:
meet with the appointed reviewers
and external adviser to agree objectives at the start of the
performance review cycle
meet with the appointed reviewers and external adviser to review
performance at the end of the performance review cycle, including
achievement against objectives
May:
add written comments to the record of objectives set by his reviewers
add written comments to the performance review statement or lodge
an appeal against the performance review statement, within 10
days of receipt from the governorsThe Team Leader (Member of
SMT)
Must:
meet with each of the teachers for whom they will be the reviewer
before or at the start of the performance review cycle to plan
and prepare for performance review and discuss setting objectives
record objectives in writing and allow the job holder to add
written comments if they wish. Teacher objectives must include
those relating to developing and improving teachers professional
practice and pupil progress
monitor performance against these objectives throughout the year,
and observe the teacher teaching in the classroom at least once
during the review cycle
consult the reviewee before obtaining oral or written information
from others relating to the teachers performance
meet with the teacher at the end of the performance review cycle
to review performance and identify achievements, including assessment
of achievement against objectives, and to discuss and identify
professional development needs/activities
write a performance review statement and give a copy to the reviewee
within 10 days of the final performance review meeting, and allow
10 days for the job holder to add written comments
pass the completed performance review statement to the headteacher
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The Job Holder (school
teachers who are not headteachers)
Must:
meet with their team leader before
or at the start of the performance review cycle to discuss setting
objectives
either agree objectives with the team leader or add written comments
to the objectives recorded by the team leader
meet with their team leader at the end of the performance review
cycle to review performance and identify achievements, including
assessment of achievement against objectives, and to discuss
and identify professional development needs/activities
may add comments to the performance review statement or complain
about their performance review statement within 10 days of receipt
from the team leader
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Performance Review
Cycle
The length of the performance review
cycle shall normally be one year. In the first year of operation
only, the performance review cycle for teachers may be as short
as 9 months, or extended up to a maximum of 18 months. Where
a teacher changes jobs within a school, the performance review
cycle may be less than a year as the teacher should keep within
the same school cycle. Where a teacher moves to a new school,
the performance review cycle may be less than a year as the teacher
will move onto the new school cycle.
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Complaints
Where a complaint is made about
the performance review statement, the review officer is responsible
for reviewing the complaint. This should be carried out within
10 working days of receiving a complaint. The review officer
may order the performance review statement to stand with or without
observations, may amend the statement, or order that parts of
the review or the whole review be repeated. Where a new review
or part review is ordered, this should be carried out within
15 working days.
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