Key points
- 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
Day 7 — Scope + index
Day 6 — CPD + learning log
Day 5 — QI / audit
Day 4 — Significant events + governance
Day 3 — Feedback (patients + colleagues)
Day 2 — Compliments/complaints + probity/health statements
Day 1 — PDP + export pack
Save your place and choose what comes next
Work through this guide (7 steps)
Use the actions from this article to track what you have worked through.
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Write a clean scope-of-practice paragraph and update your Master Index. Identify missing buckets (CPD/QI/etc).
Return to this sectionAdd certificates and write 1–2 short reflections focused on learning + action.
Return to this sectionAdd your best QI artifact (plan/results/run chart) + a one-paragraph ‘what changed’ summary.
Return to this sectionDocument learning from any significant events/near-misses and what changed (personal or system).
Return to this sectionUpload evidence, write short reflections, and note how feedback changed your behaviour or processes.
Return to this sectionSummarise themes, learning, and actions. Keep tone factual and improvement-focused.
Return to this sectionFinalise PDP goals (3–5), link evidence, then create a single PDF bundle + ‘Appraisal Exports’ folder.
Return to this section
Portfolios and governance · Article 4 of 12