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Unit 2 Managing the development of self and others. Portfolio preparation. You will need to prepare a portfolio to record evidence in order to meet the assessment outcomes of this unit. This needs to contain: a contents page referenced to the unit assessment criteria
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Unit 2 Managing the development of self and others
Portfolio preparation You will need to prepare a portfolio to record evidence in order to meet the assessment outcomes of this unit. This needs to contain: • a contents page referenced to the unit assessment criteria • a copy of the assessment criteria • indexed files • your name, course and details at the front.
Planning your personal development In planning your development, you need to carry out a self-assessment to establish: • your current skill levels • the characteristics you currently display • your current qualifications • gaps within your knowledge • where you want to be in 5 years.
Evaluating strengths and weaknesses This is best undertaken using a SWOT analysis. You need to: • be open and honest with your responses – the development is for your long-term benefit • be critical about any weaknesses • put down as much information about yourself as possible to gain a balanced idea of what development is required • make sure that ‘threats’ are related to your role and not your organisation’s.
SWOT analysis Complete the boxes with your personal SWOT.
Organisational standards Part of the assessment criteria for this unit relates to organisational standards. This will require you to: • obtain the organisational policy or standard that relates to your job role and responsibilities • read and understand the organisational requirements • obtain copies of your organisation’s documentation for recording personal development and check its suitability for meeting the unit’s assessment criteria • complete the required documentation and file it within your portfolio.
Annual appraisals Organisations often undertake annual staff appraisals as part of the human resources strategic development. Your appraisal will provide several sections of evidence that you can use to meet some of the assessment criteria for this unit, namely: • aims and objectives for the coming year • a list of in-house development opportunities • identified external training opportunities • networking with colleagues • requirements for future promotional opportunities • agreement on a development plan that is resourced.
Development implementation You will need to gather evidence to support any development that you undertake. This can take the form of: • timesheets • attendance registers and emails • certificates • witness statements • observation records • digital media records • organisational documentation. Always make sure that you can authenticate anything that you use in evidence.
A good evaluation should: • critically reflect on the development undertaken. Ask yourself: • What went well and succeeded expectations? • Have all my development outcomes being met? • What experiences/skills have I gained? • What fell short of the intended outcome and why? • What could be done next time to improve performance? • What would I suggest is done differently next time? • How will my achievements now benefit my role and responsibilities? • balance any negative statements with positive ones • be an honest opinion of how well you have achieved.
Recording evidence Suitable formats that could be used to record development evidence include: • digital images of development documentation – these could be printed, dated, signed and witnessed • digital scans of certificates and other associated documentation • DVD/CD recordings of conversations • work-based evidence signed and dated by line manager • copies of your personal diary • Word documents and associated authenticity.
Managing the development of colleagues This aspect needs to be carefully planned and organised. You must be clear about: • the extent of the team that you will have to manage in terms of development • the roles and responsibilities of each team member • the previous personal development plans for each colleague to ascertain what each has undertaken • the training records of each colleague • the identified skills’ sets of each colleague.
Discussions with colleagues 1 Discussing development needs with colleagues can be a difficult process. To make the process easier, you should: • read each colleague’s personal development files/documents and plan for each discussion • make sure each colleague is aware of the development agenda • allow sufficient time for a formal interview • allow the colleague to talk freely and openly about any issues or concerns • record the discussions appropriately • ensure colleagues have copies of agreements.
Discussions with colleagues 2 • Listen and always be polite in your discussions. • Don’t react to adverse comments from colleagues. • Respect colleagues’ confidence and undertake interviews in a closed room so conversations cannot be overheard. • Refer any discussions that you are not authorised to agree to onto a line manager for consultation. • Make short notes during the interview and type up the discussions with the colleague afterwards. • Ask a representative from human resources to assist with any difficult situations.
Discussions of effectiveness If a colleague has not performed in accordance with the agreed development plan, you will be faced with a difficult discussion regarding their progress or lack of it. In order to make the interview run smoothly you should: • prepare well for the discussions • ask the colleague for suggestions on solutions to completing their development plan • advise the colleague of SMART targets and record these for each element of the plan • arrange follow-up interviews to monitor progress.
Revising team development plans Updating may be essential to reflect any changes to colleagues’ positions or posts and should be conducted using the following procedures. • Ensure that you have a copy of the previously agreed development plan to form the basis of revisions. • Itemise changes to be made and reasons why. • Negotiate these with the colleague. • Formally record the revisions. • Provide a copy for the colleague. • Set a date and time for the next review meeting to track progress.