Performing an educational supervisor report .

1. Performing an educational supervisor report. Step by Step guide By Dr Kim Emerson January 2013

2. Go to log: • Count total number of entries. • Compare this to numbers would have expected for stage of training 2-5 per week. • Check how many entered since last review. • Check each type seeing whether there are entries in each and numbers e.g. professional conversation, audit etc. • Is there a good spread across types? • Have a look in some to see how reflective they are keep details of good examples. • Are they filling all the boxes/ making them bottom heavy?

3. Go to create a review: • Add a review if not already done this. You will not be able to release MSF or PSQs until review date set. • Go to evidence and check they have fulfilled all that they need to eg numbers of COTs, CbDetc there should be no red numbers. • Look at COTs/ Mini-cex plot grades in chart. • Look at CbDs plot grades in graph. • Look at MSF- comment on and release to trainee • Look at PSQ- comment on and release to trainee • Look at CSR- print or keep open in another window.

4. Start review: • Set date as expected date of completing review. • Check post correct. • Check right review recorded ST1/2/3 and either 1 or 2 etc. • Save • Continue

5. Curriculum coverage comments How has the curriculum coverage developed since the last review? • Top box has all entries since August as new curriculum started then, look at numbers have all been achieved? Which ones have not? • In future will show columns for since last review, in last year and total. • Click on Expand curriculum statement headings 2010 to see all entered against old curriculum. • Look at ones not achieved or low in numbers in old curriculum and see if they have been achieved in new. • Does the sum come to more than 5 for each area. • If not is the quality of those entered good enough to stand alone.

6. Curriculum coverage continued Comment on curriculum coverage in relation to the stage of training and current post. • Are the numbers good enough for stage of training? • Have they covered the expected areas for the job they have just done?

7. Curriculum coverage continued On which areas of the curriculum does the trainee need to focus their attention before their next review? • Which areas over all need to focus on? • Which areas are likely to be possible to achieve in next post?

8. Skills Log Comments: Given the trainees current level of experience, comment on their coverage of the mandatory skills. • How many have they covered? • What since last review? • What is outstanding? On which skills does the trainee need to focus before their next review? • What are outstanding with no entries or not satisfactory? • What is reasonable for their next job to achieve?

9. Review of PDP: Comment on the quality of the PDP • Is it SMART; Specific, measureable, achievable, realistic, time measured. • Have they put entries in since last review? • Have they linked to or from log entries? • How many entries have they made? • Are they appropriate for the job they have been doing?

10. Review of PDP: Comment on the progress made towards objectives • How many have they achieved? • If not achieved have they partially? • Should they have achieved them within the time scale set and the job they have been doing?

11. Review of PDP: What objectives remain outstanding? • List or say all .

12. Trainee self assessment against competencies: • Read and see what rating they gave themselves and what evidence they supported this with. • Check evidence provided is valid. • Go to competences areas and check in each that evidence cited has been linked, it should be listed. If not check log and see if agree should be and validate if agree. • Read trainees actions

13. Competence areas- ES rating and recommendations. • For each competency area make decision on grade, using trainee evidence and assessment and other info from CbDs, COT, MSF, PSQ, CSR etc. • Grade trainee and then justify this with evidence from the e portfolio. • Cite any evidence recalled that supports a lower assessment if present e.g. evidence of under performance. Don’t copy and paste trainees but summarise if agree.

14. Actions • Write plan for what needs to do before next review. • What they need to do to move up to next grade. • What evidence they need to provide etc. • Specific suggestions for progression what should aim to achieve in next job.

15. Quality of evidence presented: Comment on range and quality of evidence presented by the trainee. • Comment on the spread of log entries and quality of log in general and numbers of log entries. Citing how could be improved. • Comment on quality of evidence used in self rating. Comment on degree of meaningful reflection shown in learning log and PDP entries. • Comment on reflection from entries reviewed citing good example if they have one. • Comment on PDP how they are progressing and what they have achieved with linking to learning logs. How can trainee improve quality of evidence before next review? • Give feedback and advice on reflection. • Detail all would like improved before next review, type of entry, length etc.

16. Revalidation • Are you aware if this trainee has been involved in any conduct, capability or Serious Untoward Incident/Significant Event Investigation or named in any complaint? Y/N • Have they had any complaints made if yes state Yes if No state No. • If yes, are you aware if it has/these have been resolved satisfactorily with no unresolved concerns about this trainee's fitness to practice or conduct? Y/N • Have these been fully resolved with no concerns, if yes state Yes if ongoing concerns state No • If there are any unresolved causes of concern, please provide a brief summary: • If No then give details in the box. • You are providing information not making a judgment.

17. Recommendation of ES: • Satisfactory progress • Unsatisfactory progress • Panel opinion requested. • Competent for licensing

18. Comments/ concerns: • Enter a summary or reason for panel opinion requested etc.

19. Agreed learning plan: • Collect all actions from other boxes in summary in this box. • Curriculum coverage • Skills log • PDP • Competencies • Detailing what they need to focus on in next review period and what they need to do to gain good assessment in next review. • Make it a clear plan for next 6 months. • Get them to think about what bits of this they want in PDP and what additional PDP entries they will focus on in next job.

20. CPR and Out of Hours: Holds valid CPR and AED certificate- • Final review only • Have they evidence to support this? Has met Out of Hours requirement? • Final review only • Have they log entries for all OOHs shifts 6 for each 6 month period. • Have you seen proof that they have attended, signed sheets from supervisor? • Have they done the required number of hours? As per new requirements.

21. Final part I confirm accurate description period from: • Start of job or last review date to date of review.

22. Finished • For next 6 months • Big breath • Large glass wine