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career toolkits

appraisal prep checklist: the 7-day sprint

a one-week plan to assemble your portfolio, tidy supporting information, and walk into appraisal calm, organised, and credible.

On this page
career toolkitPractical prompts and templates for applications, portfolios and professional development. Check local employer and regulator requirements before use.

The Bottom Line

  • Day-by-day plan: index first, then fill gaps, then export your pack.
  • Aim for clarity of scope + six supporting-information buckets + PDP.
  • Finish with an ‘Appraisal Export’ folder: everything your appraiser needs, in order.

7-day sprint plan

1

Day 7 — Scope + index

Write a clean scope-of-practice paragraph and update your Master Index. Identify missing buckets (CPD/QI/etc).
2

Day 6 — CPD + learning log

Add certificates and write 1–2 short reflections focused on learning + action.
3

Day 5 — QI / audit

Add your best QI artifact (plan/results/run chart) + a one-paragraph ‘what changed’ summary.
4

Day 4 — Significant events + governance

Document learning from any significant events/near-misses and what changed (personal or system).
5

Day 3 — Feedback (patients + colleagues)

Upload evidence, write short reflections, and note how feedback changed your behaviour or processes.
6

Day 2 — Compliments/complaints + probity/health statements

Summarise themes, learning, and actions. Keep tone factual and improvement-focused.
7

Day 1 — PDP + export pack

Finalise PDP goals (3–5), link evidence, then create a single PDF bundle + ‘Appraisal Exports’ folder.
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