FORMAL PROBATION ASSESSMENT FORM FOR GRADE 9+ ACADEMIC STAFF 
(Teaching and Scholarship Academic Career Pathways Scheme)

Please complete a new form for each progress meeting and attach any additional comments and/or supporting statements.

Individuals involved in the probationary process are responsible for maintaining the confidentiality of the information in this document, for the purpose of this process.

Name of probationer	Role title 	Faculty / Department 	

Date of appointment	Duration of probationary period 	Date of review	

Name of reviewing manager	Role title of reviewing manager 	

Section 1 

Rating 	Description	
ME	Meeting Expectations - the individual is consistently fulfilling the essential areas of responsibility to the expected performance standards. 	
FDR	Further development required - the individual has yet to experience some key responsibilities or is not consistently fulfilling the essential areas of responsibility to the expected performance standards. Details of further development required should be included.  	
IR	Improvement Required - performance is consistently falling below expected performance standards during the review period. Details of improvements required should be included. 	

Formal Assessment	
Criteria 	Assessment of progress to date against agreed objectives for each criterion during the review period (including any outstanding actions, further development or support required) 	Overall assessment of performance during review period (tick as appropriate)	
		ME	FDR	IR	
Teaching and Scholarship	
Consistently delivers excellent teaching that benefits from and engages with Cambridge’s research-rich environment and is intellectually challenging		☐	☐	☐	
An effective contribution to curriculum development and enhancement, where appropriate informed by scholarship		☐	☐	☐	
A track record of effective scholarship in the discipline and/or related to best practice in teaching, learning and assessment		☐	☐	☐	
Effective participation in strategic or developmental initiatives at disciplinary, Faculty or University levels		☐	☐	☐	
Service to the University and to the academic community	
An effective contribution of service to the University and to the academic community beyond the University. Promotes collegiality and engenders a culture of mutual respect.		☐	☐	☐	

Preparation for next progress meeting 
(please add additional rows for objectives and development activity as needed)	
Date and time of next review meeting		
Actions for the next meetings, including any specific objectives to be completed.	Objective	Target date for completion	

			
			
Training and development activities planned / to be arranged	Activity	Target date for completion	

			
Where assigned, name of mentor and confirmation that meetings have taken place / are planned (it is the responsibility of the probationer to arrange meetings)		
Signature of reviewing manager		Date		

Section 2 

Relevant to academics in the School of Clinical Medicine and clinical academics in other schools only.

This section should be completed by the probationer’s Clinical Director 

Name of Clinical Director 	NHS Trust / Body 	

Has the probationer received an NHS appraisal?	Y / N	
Has the individual been subject to any disciplinary action or formal proceedings under their honorary clinical contract including, any GMC referral?	Y / N	
If yes, please provide detail		
Summary of clinical competency and commitments		
Signature of Clinical Director 		Date		

Section 3

Probationer comments		
Signature of probationer		Date