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HR Policy
To Be Categorised
Medical Director's Directorate Manager
Medical Appraisal and Revalidation Group
Medical Director/ BMA LNC Chair
04 April 2014
09 October 2018
09 October 2021

General Note

NHS Fife acknowledges and agrees with the importance of regular and timely review of policy/procedure statements and aims to review policies within the timescales set out.

New policies/procedures will be subject to a review date of no more than 1 year from the date of first issue.

Reviewed policies/procedures will have a review date set that is relevant to the content (advised by the author) but will be no longer than 3 years.

If a policy/procedure is past its review date then the content will remain extant until such time as the policy/procedure review is complete and the new version published, or there are national policy or legislative changes.


1.1 It is a contractual obligation that all Non-Training Grade Doctors and Dentists have an annual Job Plan and review; this includes Locums.

1.2 This policy defines the Job Planning arrangements for those staff.


2.1 This policy applies to all Consultants and Non-Training Grade Doctors and Dentists working within NHS Fife.


3.1 The responsibility for Consultants and Non Training Grade Doctors Job Planning rests with the Medical Director, NHS Fife.

3.2 The responsibility for the development, implementation and operation of the system of Non-Training Grade Doctors and Dentists Job Planning is discharged through the Medical Appraisal and Revalidation Group, which is chaired by the Medical Director, NHS Fife.

3.3 Corporate and Clinical Directorates, Services or the Divisions in the Health & Social Care Partnership, as appropriate, will be responsible for ensuring that the Job Planning process (both in terms of the annual review and the agreement on appointment) is coordinated and concluded for Non-Training Grade Doctors and Dentists employed in the respective areas of the Board.

3.4 All Non-Training Grade Doctors and Dentists will be responsible for participating in the annual Job Planning process; working with NHS Fife to help gather relevant data and completion all of the necessary Job Planning documentation in order to reach agreement on their Job Plan. This must be undertaken annually, however, where there are organisational circumstances which prevent this from taking place, through no fault of an individual, this will be noted by the respective Clinical Director / Associate Medical Director and rectified without delay.


4.1 Job Planning

The Job Plan, as a management tool, is a prospective document setting out a Non-Training Grade Doctor or Dentists duties, responsibilities and objectives for the coming year. The Job Plan review should be undertaken after the annual appraisal has taken place, as discussions in the Appraisal process may inform the Job Plan. Satisfactory participation in Appraisal and the annual Job Plan review are two of the criteria for pay progression.

4.2 Job Plans should be completed electronically using the electronic job planning software, but may also be completed on paper.


5.1 Risks will include non-compliance and sub-standard quality of Job Plans. These risks will be mitigated by a process of ongoing monitoring by the respective Associate Medical Director / Director of Public Health.


6.1 Non-Training Grade Doctors and Dentists Job Planning Procedures (Appendix 1).

6.2 NHS Fife Consultant and Non Training Grade Doctors Medical Appraisal and Revalidation Policy and Procedure


7.1 Consultant Grade terms and conditions of service - 1 April 2007

7.2 Scottish Association of Medical Directors Guidance on Job Planning – September 2006

7.3 Job Planning Handbook

7.4 Specialty Doctor and Associate Specialist Grades terms and conditions 2008

7.5 Specialty Doctor and Associate Specialist Grades: Job Planning Guide – CEL 01(2003)

7.6 DL(2016)14 – Consultant Job Planning in NHS Scotland