Performance Review and Staff Development

1. Performance Review and Staff Development Leading and Managing the Implementation of PRSD in Schools A Conference for Principals and Senior Leaders

2. Conference structure Session 1 - Context for PRSD in schools Session 2 - Overview of PRSD scheme Session 3 - Initiating, implementing and sustaining PRSD in the school Session 4 - Conclusion

3. PRSD in its Wider Context Session 1 • part of a wider agenda of educational change • linked to school development planning • focused on continuing professional development • building on existing practice in SDPR, Threshold Assessment and other school-based policies • to be operational from September 2005

4. Key Points about PRSD Session 1 • an agreed scheme • linked to school development plan • applicable to all qualified teachers (except teachers in induction and EPD) • an annual review cycle with three stages • roles and responsibilities for • employing authorities / boards of governors / governor reviewers / external advisers / principals / teachers • to be reviewed after two years

5. Expected Outcomes of the Conference Session 1 This conference will • show you how PRSD fits into the wider educational picture • explain what PRSD offers schools • provide an overview of the annual review cycle • explore the processes of the scheme for principals and teachers • give you time to consider the PRSD’s most important elements • help you put a PRSD scheme in place in your school and be aware of connections to associated school policies/procedures • signpost resources for supporting school based training for teachers

6. Expected Outcomes of the Conference Session 1 This conference cannot • consider whether or not there should be a PRSD scheme • deal with specific matters relating to pay and affordability • deal with specific matters relating to Employing Authorities • give you detailed information about every aspect of the scheme • answer every question you might have about PRSD • tell you how you put PRSD in place in your school

7. Challenges Facing Schools Session 1

8. Core Purposes of Schools Session 1

9. ET Strategy Post Primary Review Together Towards Improvement Curriculum Review SENDO Curran Inquiry I & II LMS Numeracy Strategy Demographics Literacy Strategy Citizenship School Development Plan Performance Review and Staff Development

10. What PRSD Offers Schools Session 1 • it connects school development planning and performance review • it allows school priorities to be aligned with the professional development needs of staff • it gives professional development programmes coherence and direction • it enables a staff development programme to focus on building confidence and capacity • it helps schools to be better equipped to respond to the challenges they face • it contributes to school improvement • it helps schools make better provision for their pupils

11. What PRSD Offers Principals and Teachers Session 1 • it applies to all except beginning teachers • it focuses on continuing professional development • it is directly linked to the school’s development plan • it establishes a rigorous annual review process • it provides for personal professional development • it makes classroom/task observation part of the overall process • it enables decisions about career progression and pay to be informed by reliable evidence

12. WORKSHOP 1 Session 1 exploring the potential of PRSD time - 10 minutes Reference Conference Workbook Page 7 Timer

13. WORKSHOP 2 Session 1 • exploring the benefits of PRSD • time – 15 mins Reference Conference Workbook Page 9 Timer

14. High High accountability culture High Performance Culture High Performing School School Development Low performance culture High staff development culture Low Low High Performance Development

15. Challenges for Principals and Senior Leaders Session 1 • establishing a sense of what PRSD can do in your school and the benefits it can bring • understanding PRSD, the review process and its implications for all those involved • preparing for the introduction and implementation of PRSD and the review process

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17. Session 2 The PRSD Process Key documents that will be referenced during this session PRSD Scheme (located in Handbook Appendix I) PRSD Guidance issued by Employing Authority (located in Handbook Appendix II) RTU PRSD Workbook for this conference

18. Vision(PRSD Scheme – Vision Statement) Session 2 The scheme’s vision statement says that it is integral to the school development planning process • recognises the significant skills, abilities and experience of teachers • will foster their continuing professional development • will seek to provide for all pupils the highest quality learning and teaching

19. Aims (PRSD Scheme 2.1) Session 2 The scheme declares that it aims to • recognise the contribution of teachers to achieving the aims of the school development plan and help them to identify ways of enhancing their skills and performance • identify the professional needs and necessary resources to support teachers in their professional development and career progression • increase teachers’ participation in decision-making and career planning • develop in teachers a greater sense of control over their work

20. Aims (PRSD Scheme 2.1) Session 2 The scheme goes on to state that it seeks to • enhance the quality of education • inform the management of schools • improve teacher morale and motivation • be seen by staff as enabling • be manageable and minimise bureaucracy

21. Fundamental Principles Session 2 If the scheme’s aims are to be achieved, the review process in schools must be built on the following - professionalism - confidentiality - sensitivity - openness and transparency - equity and fairness - trust and confidence Reference: PRSD Handbook (Section 4.4)

22. Review Cycle Year 1 (PRSD Scheme 2.2 & 4.1) Session 2 Reference PRSD Handbook Section 3.3 Initial Review Meeting Monitoring and evidence gathering Review discussion and review statement Review statement Annex

23. The Initial Review Meeting(PRSD Scheme 4.2 to 4.4) • setting 3 objectives • criteria • SMART • centrality of school development plan • recording the objectives

24. School Vision Statement School Aims School Development Plan Goals Objectives a statement of the actions to be taken to achieve a SMART detectable difference in a particular area

25. Code of Practice Session 2 • The Code of Practice notes that the reviewer • must be familiar with relevant policies • should have access to a range of background information relevant to the reviewee’s wider professional responsibilities • should be provided with a copy of the reviewee’s job description Reference PRSD Handbook Appendix III

26. Workshop 3 Session 2 • Establishing Objectives for a Performance Review • Time - 20 minutes Reference Conference Workbook Page 16 Timer

27. Setting Objectives – Some Suggestions Session 2 Issues arising from the second workshop activity • Some guidelines to consider - remember that it is a new and unfamiliar process - keep to the PRSD scheme - use the additional guidance materials - seek agreement, but …….. - accept that it will take time to get it right - keep the bigger picture in mind

28. Annual Review Cycle (PRSD Scheme 2.2 & 4.1) Session 2 Reference PRSD Handbook Flow Chart Appendix Initial Review Meeting Monitoring and evidence gathering Review discussion and review statement Review statement Annex

29. Collecting the Evidence(PRSD Scheme 4.6 & 4.7) Session 2 • collection of information carried out in accordance with agreed Code of Practice • relevant to the three review objectives • on the basis of consultation between reviewer and reviewee • reviewees are expected to co-operate fully with any reasonable request for appropriate information • purposes - assist dialogue in the review discussion - monitors progress towards achieving objectives • classroom and/or task observation required • conforms to fundamental principles

30. Classroom/Task Observation(PRSD Scheme 4.7) Session 2 • part of the review process for everyone • occurs on 2 occasions – of a maximum period of 1 hour and to take place prior to the review discussion • related to the objectives set at the initial meeting • designed to provide relevant evidence • conducted in a manner consistent with fundamental principles • value of agreed protocols for monitoring and observation established at the initial meeting • use of observation recording documentation

31. Classroom Observation - Activity Session 2 • familiarise yourself with the sample classroom observation proformas • how relevant are they to your own particular school situation? • what are the issues you might now have to consider? Time 5 minutes

32. Annual Review Cycle (PRSD Scheme 2.2 & 4.1) Session 2 Reference PRSD Handbook Section 3.3 Initial Review Meeting Monitoring and evidence gathering Review discussion and review statement Review statement Annex

33. The Review Discussion(PRSD Scheme 4.8) & (PRSD Guidance 3.12) Session 2 • When it happens • Who attends • Where it happens • What the purposes are • establish the reviewee’s performance against the objectives set • review the extent to which objectives have been achieved • discuss the reviewee’s career aspirations • to note any personal/professional development needs arising • to agree an action plan to meet these needs • to identify three objectives for the next review cycle

34. Preparing for and conducting the review discussion Session 2 Some suggestions for conducting the review discussion • establish purpose of review • consider job description • affirm the positive aspects of reviewee’s performance • review the extent to which objectives have been achieved • discuss reviewee’s professional development needs and career aspirations • explore areas for development and establish the objectives for the next review cycle

35. The Review Statement (PRSD Scheme 4.9 to 5.8) Session 2 • An agreed record of the conclusions of the review discussion - prepared by the reviewer - agreed by the reviewee - signed by both - a brief and concise summary of the outcomes of the discussion • Prepared within 10 working days of the review discussion • A confidential document

36. Review Cycle Thereafter Review discussion, review statement and setting objectives for next cycle Monitoring and evidence gathering Review statement Annex

37. Workshop 4 Session 2 • completing the review statement • Time – 20 minutes Reference Conference Workbook Page 21 Timer

38. Some Key Points for School Leaders Session 2 • establishing three objectives and the criteria that apply • centrality of the school development plan • value of school-based protocols • importance of the reviewer’s role • a new process, needing careful introduction • sources of further information, guidance and support

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40. SESSION 3 Initiating, implementing and sustaining PRSD in the school Key documents that will be referenced during this session PRSD Scheme (located in Handbook Appendix I) PRSD Guidance issued by Employing Authority (located in Handbook Appendix II) RTU PRSD Workbook for this conference

41. Roles and Responsibilities Session 3 • Employing Authorities (Handbook 6.1) • Advisory and Co-ordinating Group (Scheme 1.5) • Boards of Governors (Handbook 6.2) • Governor Reviewers (Handbook 6.2) • External Advisers (Handbook 6.3) • Principals(Handbook 6.4) • Reviewers (Handbook 8 and 9) • Reviewees (Handbook 6.5)

42. Principal - Roles and Responsibilities Session 3 • Assisting the Board of Governors to prepare and implement a performance review policy(PRSD Scheme 1.2) • ensure the professional development and performance of teachers is reviewed annually in accordance with the scheme (PRSD Scheme 1.3) • Acting as a reviewer(PRSD Scheme 3.1) • Assigning reviewers(PRSD Scheme 3.1) • Being a reviewee(PRSD Scheme 3.2) - This will be dealt with in more detail at the governor reviewer conferences

43. Principal - Roles and Responsibilities Session 3 • Coordinating the annex to the review statements for the purposes of planning/providing the T&D of teachers (PRSD Scheme 5.4) • To ensure that the scheme is operated equitably and fairly for all (PRSD Scheme 8.1) • Establishing links between PRSD and other policies and prcedures • Co-operating with any quality assurance or external monitoring procedures(PRSD Scheme 9.1) • Provide school based training on PRSD for teachers in their school – similar to the Threshold model of school-based training

44. School Policy Session 3 • duty of Board of Governors to prepare(PRSD Scheme 1.2) • in consultation with teachers (PRSD Scheme 1.2) • Model School Policy Some suggestions • Keep to the requirements of the scheme and guidance information from the Employing Authority • Conform to existing arrangements for consultation within your school • Present to Governors for formal adoption

45. School Development Plan Session 3 • the school’s development plan is central to the effectiveness of PRSD in each school • the school development plan is frequently referred to throughout the scheme involving the Board of Governors, principal and teachers • the objectives for principals and teachers must relate to the school development plan (PRSD Scheme 4.2 & 4.4) • training and development needs identified through the scheme are reflected in the school development plan (PRSD Scheme 1.4)

46. Assigning Reviewers Session 3 • Boards of Governors designate a minimum of two reviewers to review the principal (PRSD Scheme 3.2) • principal designates the reviewer of a teacher (PRSD Scheme 3.1) • wherever possible the reviewer should have curricular responsibility for the teacher (PRSD Scheme 3.1)

47. Code of Practice Session 3 • collection of information other than observation (PRSD Scheme 4.6) Reference PRSD Handbook Appendix III

48. Equal Opportunities Session 3 • this scheme shall operate fairly and equitably for all (PRSD Scheme 8.1) • used positively to promote equality of opportunity (PRSD Scheme 8.2) • this scheme shall comply with equality legislation in Northern Ireland (PRSD Scheme 8.3)

49. Links to other school plans/policies/procedures • Development plan • Staff development plan • Salary Policy • Grievance Policy • Equal Opportunity policy

50. Quality assurance and external monitoring Session 3 • Board Of Governors and principal required to comply with any QA and external monitoring procedures (PRSD Scheme 9.1)