Guide 189 min readFor UK doctors

What Happens During and After the Appraisal Meeting?

What the meeting covers, how your PDP is agreed and what happens before the appraisal is formally completed.

Dr Andrew HarborneLocum Consultant · Independent Medical AppraiserGMC 7488041

If you have never had a medical appraisal, the meeting itself can feel like the most intimidating part of the process. In practice, it should be a structured but supportive conversation about the work you have done, what you have learned and where you would like to go next. It is not a viva, a job interview or an examination.

The quick answer

In my own appraisal practice, the average meeting lasts about 45 minutes. A straightforward discussion might take 30 minutes; a more detailed one about an hour. We usually meet on Microsoft Teams, follow broadly the order of the appraisal form, and leave dedicated time to agree a useful Personal Development Plan (PDP). Different appraisers and organisations may take longer or use a different structure.

The whole process at a glance

  1. Before

    Prepare your scope of work, evidence, reflections and previous PDP.

  2. During

    Introductions → work and career plans → CPD and QI → feedback and declarations → previous/new PDP.

  3. After

    Appraiser writes summary and statements → you check and confirm → retain final record.

Starting the meeting: introductions, not interrogation

I normally start quite informally. We introduce ourselves, build some rapport and talk about your current work. Although the appraisal is a formal professional process, the conversation does not need to be stiff or hierarchical. A newly qualified locum or IMG should feel able to speak openly to a consultant appraiser.

The first questions tend to be simple: Where have you been working? What does your day-to-day role involve? Which clinical settings, non-clinical responsibilities or other professional activities fall within your scope of work? How has the year gone?

We will often move naturally into your longer-term career plans — for example, whether you want to consolidate NHS experience, apply for specialty training, complete a qualification or develop a particular area of practice.

The main discussion: learning and quality improvement

For many doctors, continuing professional development (CPD) and quality improvement make up the largest part of the discussion. The point is not to recite a list of certificates: it is to make sense of what you have learned and whether it has influenced your practice.

For instance, if you attended a substantial conference, I might ask about developments in that specialty, where current practice appears to be heading and which ideas you plan to bring back to your own work. A substantive activity gives us something meaningful to discuss; the certificate alone is only the starting point.

What if your CPD portfolio is thin?

An experienced appraiser should ask questions that uncover relevant learning you may not have recorded clearly. A doctor might say they have “hardly any CPD”, then explain that they have spent hundreds of hours preparing for a postgraduate examination. That learning may be highly relevant to the appraisal, even if it was not originally presented in a formal CPD log.

This does not mean an appraiser should invent evidence or automatically award CPD hours. The activity, dates, relevance, learning and reasonable supporting material should be documented accurately, with any local recording requirements considered. The discussion is an opportunity to identify genuine work, not to disguise missing work.

Worked example: preparing for MRCP

A trust-grade doctor has only uploaded a few online modules but describes a structured programme of exam preparation using textbooks, question banks and clinical revision. The appraiser explores the topics covered, how the doctor applied the learning to practice, and what evidence can reasonably support it. The resulting report can reflect this genuine development while identifying any remaining portfolio gaps.

Feedback, incidents, complaints and the wider professional picture

We then discuss the other important elements of the appraisal: patient and colleague feedback where available, compliments, achievements and challenges, complaints, significant events, declarations, and any relevant wellbeing or professional issues. We also check that the whole scope of work has been represented.

If a complaint or difficult clinical event arose, be ready to explain what happened, what you learned and what changed. You do not need to rehearse a perfect answer. Honest reflection is more useful than defensive explanations, and patient-identifiable information should not be included in appraisal documentation.

The meeting is usually a supportive space, but it is not an absolute guarantee of confidentiality. Serious patient-safety or professional concerns may need to be addressed through the responsible officer or appropriate governance routes; they should not be contained solely within appraisal.

Reviewing last year’s PDP

If you have had a previous appraisal, we will revisit its objectives. Not every goal needs to have been achieved: careers change, opportunities fall through and some objectives stop being relevant. What matters is an honest account of your progress, why things changed and what you learned.

Complete relevant audit cycle

Possible discussion
Collected data and presented findings, but implementation was delayed.
Possible outcome
Partially achieved; plan next steps.

Apply for specialty training

Possible discussion
Reviewed person specification, updated CV and submitted application.
Possible outcome
Achieved, even if an offer was not received.

Complete unrelated course

Possible discussion
Changed clinical specialty and course is no longer useful.
Possible outcome
No longer relevant; explain why.

Update an essential overdue training requirement

Possible discussion
No progress and no clear reason.
Possible outcome
Discuss gap and agree a timely, specific action.

The previous PDP is a development tool, not a pass/fail checklist. However, unresolved objectives tied to an identified safety concern, a professionalism issue or an essential training requirement warrant closer attention than an ordinary career goal that changed.

Agreeing the new PDP: where the conversation leads

I tend to reserve time at the end for the next PDP. Good appraisal meetings are forward-looking. We look at the learning needs and ambitions that have emerged and turn them into goals that are specific enough to be meaningful, but flexible enough to accommodate changes during the year.

Your objectives should primarily reflect your own professional direction, developed through discussion with the appraiser. An IMG might want more NHS experience and a stronger set of job applications; an FY3 doctor may need to review the specialty person specification, build portfolio evidence and prepare for interviews. These are legitimate professional development goals when they are relevant to that doctor.

Example PDP objective

“To review eligibility and portfolio criteria for my chosen specialty, address identified gaps through relevant clinical, teaching and quality improvement activity, and prepare a competitive application during the next appraisal year.”

What makes a meeting go well?

The strongest meetings combine real supporting activity with openness and a two-way conversation. You do not need to be extroverted. You do need to be willing to explain your work, reflect on it and consider ideas from the appraiser. A good appraiser can use their clinical and career experience to help you identify a clearer direction.

Helps the discussion

Prepare key examples of learning and improvement.

Makes the discussion harder

Arrive with very little evidence and no explanation.

Helps the discussion

Explain honestly what went well and badly.

Makes the discussion harder

Be evasive about gaps or difficult experiences.

Helps the discussion

Be willing to reflect and explore suggestions.

Makes the discussion harder

Treat every question as criticism or become defensive.

Helps the discussion

Have some ideas about next year’s priorities.

Makes the discussion harder

Expect the appraiser to decide every goal for you.

Is the appraisal an exam — and can it be unsatisfactory?

No. There is no grade for being “excellent” at appraisal. In my practice, the task is to support a meaningful appraisal discussion and document it accurately, not to try to catch a doctor out. I would expect an unsatisfactory outcome to be unusual and associated with significant concerns about evidence, engagement or professional issues, not simply an imperfect portfolio.

Nevertheless, an appraiser cannot promise a satisfactory outcome in advance. If evidence is materially insufficient, or significant concerns arise, the appraiser must act appropriately. Ideally, obvious gaps should be identified ahead of the meeting so the doctor has an opportunity to address them.

What happens after you leave the Teams call?

The discussion is only one part of the process. The appraiser usually then writes up an account of your scope of work, evidence, reflections, agreed PDP and required statements. This written output matters: it is the record you may need later for appraisal history and revalidation.

What is included in the appraiser’s summary?

The written report commonly addresses practice through the four domains of the GMC’s Good medical practice:

The report also normally contains an overall appraisal summary, the agreed PDP and appraiser statements. These are appraisal outputs, not a guarantee of a later GMC revalidation recommendation.

Read the report, request corrections and confirm it

When the appraiser has finished the report, you will normally be invited to review and sign or confirm it using the relevant appraisal platform. Check the description of your jobs and responsibilities, the significant activities discussed, your reflections and especially the wording of the PDP.

If something is factually wrong or misrepresents your discussion, ask for it to be corrected before you confirm it. Once all required confirmations and administrative steps are complete, save the final PDF or equivalent record. Platform procedures differ, so follow your designated body’s requirements where applicable.

Keep your completed appraisal safe

Do not assume that you will always be able to access the same appraisal software or employer records. Doctors may move between locum agencies, trusts, designated bodies and responsible officers during the usual five-year revalidation cycle. Keep a secure copy of the final report and your previous appraisal outputs, consistent with data-protection requirements.

Frequently asked questions

Do I need to speak for the whole 45 minutes?

No. It is a dialogue. Your appraiser should guide the discussion, but you should take an active part and be ready with examples.

What if I am nervous?

That is common, particularly before a first appraisal. Good preparation and an open approach help far more than rehearsing model answers.

What if I have had a difficult year?

Explain it honestly, including changes in role, health or personal circumstances insofar as they affect your professional development. The appraiser can help identify proportionate next steps.

Can I complete an appraisal with no work this year?

An appraisal should reflect your full scope of practice and supporting information. If you have had little or no clinical work, discuss your circumstances and relevant learning with your appraiser and responsible officer or designated body as appropriate.

Does completing appraisal automatically revalidate me?

No. Appraisal contributes to the wider revalidation process. A responsible officer or suitable person normally makes a recommendation; the GMC makes the revalidation decision. Doctors without a connection follow the relevant GMC arrangements.

The one thing I would want you to remember

Come to the meeting ready to talk honestly about your work. Good appraisal is a mutual review of where you have been, what you have learned and where you want to go. Strong evidence helps, but constructive reflection and genuine engagement matter just as much.

Sources and review

Discuss your appraisal with Andrew

Questions about your circumstances or preparing for appraisal? Message Dr Andrew Harborne for an informal conversation.

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