Use this checklist to make sure your appraisal portfolio is ready before your appraisal meeting.
Your Details & Scope of Work
GMC number and personal details are up to date
Your GMC revalidation date is recorded
Every job or role requiring you to hold a GMC number is included
Your whole scope of medical work is clearly covered
CPD
Aim for around 50 CPD points/hours across the appraisal year
CPD covers your whole scope of work
Aim for a balance of roughly 25 internal and 25 external CPD points
Mandatory training is included and up to date
BLS / ALS or other relevant resuscitation training is included where applicable
Internal CPD can include:
Departmental or internal teaching
Grand rounds
MDTs and clinical meetings
Procedure or theatre logs
Case logs and case reviews
Workplace learning
Local governance or guideline meetings
External CPD can include:
Webinars
Courses
Conferences
Online modules
External teaching
Relevant podcasts, question banks or structured learning
Quality Improvement
You do not need to complete all of these. Include one suitable type of activity from the options below:
Audit — describe what you audited, what you found and the outcome or changes made
QI project — explain what you did, your involvement, the results and the outcome
Teaching with feedback — explain the teaching delivered and include or summarise the feedback received
2–3 Case-Based Discussions (CBDs) — complete these on a CBD proforma and discuss them with a senior doctor
Formal reflections — include a number of written reflection reports on relevant cases, experiences or learning
Significant Events & Complaints
Any complaint or significant event you were involved in has been included and reflected on
Patient & Colleague Feedback
Formal feedback is required during the five-year revalidation cycle — it does not need to be completed for every individual annual appraisal.
Patient feedback: forms or the formal feedback output uploaded — normally around 34 patient responses
Colleague feedback: forms or the formal feedback output uploaded — normally around 15 colleague responses
If feedback is included in this appraisal, you have reflected on the results, including any learning or changes to practice
Previous PDP
For each previous PDP objective:
The objective is clearly listed
If achieved — explain how it was achieved
If not achieved — explain why it was not achieved
New PDP
You do not need to finalise your new PDP before the meeting.
List a few suggested PDP objectives for discussion with your appraiser
Health & Probity
Health declaration completed
Probity declaration completed
Any relevant health or probity issues have been appropriately declared and discussed
Other Documents
Indemnity / medical defence cover details included
Up-to-date CV uploaded
References or supporting employment documents included where required