New Appraiser Training
This PowerPoint presentation focuses on the NHS Education for Scotland modules related to appraisal training for new medical appraisers. It covers topics such as Personal Development Plans (PDP), Form 4, coaching approaches in appraisals, and challenging situations. The content emphasizes understanding PDP, supporting appraisees in developing PDP, and the role of Form 4 in the appraisal process.
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Presentation Transcript
New Appraiser Training Medical Appraisal Scotland PDP and Form 4 Module 03 This PowerPoint has no audio nor animations. The audio has been transcribed in the Notes section for your reference. 1
NHS Education for Scotland List of Modules Appraisal Overview Supporting Information Personal Development Plan & Intro to Form 4 Appraiser Skills Using a Coaching Approach in Appraisals Challenging Appraisal Situations Appraisal in Trainer Roles 2
NHS Education for Scotland Aims of this module Develop an understanding of what a PDP is Guidance on how to support your appraisee in developing a PDP Develop your understanding of Form 4 and best practice tips 3
NHS Education for Scotland Consider in preparation for Teams day 1 How do you discuss PDP outcomes from the previous appraisal (link to CPD)? How do you support appraisees to develop a new PDP through the appraisal discussion? What is the role of the Form 4? What does a good Form 4 look like? 4
New Appraiser Training Medical Appraisal Scotland Personal Development Plans A key outcome of the appraisal interview 5
NHS Education for Scotland What is a PDP? Provides appraisee with focus to personal and professional development Measures progress Prioritise learning needs Identified by appraisees 6
NHS Education for Scotland Developing a PDP Check progress from past PDP Achieved? What was the learning and impact? Not completed? Why not? Carry forward? Learning needs identified before appraisal Discussed and developed during appraisal Agreed PDP included in Form 4 7
NHS Education for Scotland PDP is not Mandatory learning / training Job planning A wish list (has to be achievable) PDP is not CPD PDP = planned learning CPD = record of learning 8
NHS Education for Scotland Consider Learning methods Objectives SEAs and Complaints (reflections) 1 year+ learning activities 9
NHS Education for Scotland PDPs need to be SMART Specific Measurable Achievable Relevant/Realistic Time specific 10
NHS Education for Scotland Key Questions What will you develop or do differently? (Be specific) Why? How did you identify? How will you learn this? (Knowledge / skills / attitude?) When will you do this? How will you know when objective is achieved? How will you demonstrate this? 11
NHS Education for Scotland Under Developed Example Development need: Update on eating disorders How will I address the need? Reading Timescale: In the next year I will feel more confident about this Outcome: 12
NHS Education for Scotland Better Example (1/4) The management of patients with eating disorders, specifically anorexia nervosa. Development need: I realised after a difficult clinical situation when a patient was under my care who was anorexic, that I was not confident in managing these patients. 13
NHS Education for Scotland Better Example (2/4) I have arranged to discuss this case with a colleague who specialises in this condition in the next two weeks. How will I address the need? Before this I will carry out an internet search for resources review articles, online learning. I will also ask colleagues for suggestions about any other suitable resources. 14
NHS Education for Scotland Better Example (3/4) Internet search and discuss with colleagues within the next two months. Timescale: Review any changes to management over the next year. 15
NHS Education for Scotland Better Example (4/4) I will write up this case as a clinical case review. Outcome: I will present this at our clinical meeting. I will discuss with our specialist trainees. 16
NHS Education for Scotland Summary Meet SMART criteria Reflect appraisee s approach to learning Identified through reflection Identified by appraisee Reflection on learning and outcomes (not certificates) 17
NHS Education for Scotland Knowledge check In your own words, describe what a well-developed PDP looks like. Consider how will you challenge an under-developed PDP? Consider your own PDPs from past appraisals, would you do anything different? Make notes in workbook 18
NHS Education for Scotland Prepare PDP for Mini Appraisal Complete PDP template ahead of mini appraisal session in appraiser course: https://www.appraisal.nes.scot.nhs.uk/m edia/egyoa5s3/pdp_template.docx 19
New Appraiser Training Medical Appraisal Scotland Introduction to Form 4 Proof of appraisal 20
NHS Education for Scotland Form 4: Appraisal Summary (1/2) Core tangible outcome of the appraisal process Professional record (proof of appraisal) Drafted by appraisers, approved by appraisees Appraisers need to put as much effort into Form 4 as other components of appraisal process Can and may be viewed by other legitimate stakeholders (e.g. Responsible Officer) 21
NHS Education for Scotland Form 4: Appraisal Summary (2/2) Appraisals are professional interviews Supportive & Developmental Based on discussion & attributable supporting information Informs revalidation recommendations Appraisal is not a pass/fail process 22
NHS Education for Scotland An Effective Summary (1/3) Meaningful Specific Objective Avoids assumptions Avoids collusion 23
NHS Education for Scotland An Effective Summary (2/3) Objective (reference supporting information) Highlight omissions Highlight what s needed for next appraisal Express in positive language Meaningful statements Can be understood by a third party not at meeting 24
NHS Education for Scotland An Effective Summary (3/3) Avoid ambiguous comments Needs to be specific to the appraisee Reference to reflective practice Describe appraisee s achievements and progress, changes to practice etc Aide memoire Signpost for next appraisal 25
NHS Education for Scotland Avoid Assumptions X Dr X has a very healthy life style and obviously has no health issues Dr X described his life style as healthy & stated that he had no health issues X Dr X has a very heavy & stressful work load & I raised concerns about burn out We discussed Dr X s workload which she described as full & varied. She stated that she finds her work fulfilling and stimulating 26
NHS Education for Scotland Avoid Collusions X given the nature of his speciality and location, Dr X s isolation limits his ability to reflect on his work . we discussed Dr X s view that his specialty and location affected his ability to reflect on his work and discussed how this could be addressed. 27
NHS Education for Scotland Achievements Use positive language Describe areas of work that give the appraisee satisfaction Reflection/feelings on what has been achieved 28
NHS Education for Scotland Integrity An accurate reflection of key areas and supporting info discussed No assumptions No collusion 29
NHS Education for Scotland Form 4 write-up exercise https://www.appraisal.nes.scot.nhs.uk/s/videos/ Select ONE (or more if you are interested) of the videos and write up that discussion(s) in your workbook Remember Meaningful, Specific, Objective, Avoid Assumptions, Avoid Collusion 30
NHS Education for Scotland Examples of Form 4 Review the four examples below for small group discussions on day 1: https://www.appraisal.nes.scot.nhs.uk/appraiser- training/new-appraiser/form-4-examples/ 31
NHS Education for Scotland Recommended materials Completing Form 4 Guidance: https://www.appraisal.nes.scot.nhs.uk/resources/resou rces-for-appraisers/form-4-guidance/ 32
NHS Education for Scotland Next steps Complete other modules Place allocation Microsoft Teams 33
