Guide to the ESR

1. Guide to the ESR By Claire, Sally and Barry

2. Why is the ESR important? • An Educational Supervisors Review (ESR) is conducted every six calendar months for all GP trainees, as prescribed by the Gold Guide. The ESR format draws together information from many sources in order to provide regular, formative feedback to the trainee, and to inform the decision making of the ARCP panel

3. At the end of training the final two ESRs will automatically get carried over to the doctor’s RCGP Revalidation ePortfolio • ESRs are important as they can flag up a learner in difficulty. Educational supervision is not about disciplinary procedures but more about helping the trainee overcome or see them through the difficulties.

4. ARCP • Annual Review of Competence Progression • 4 stages • Screening • Panel members • Face to Face • Appeal • 6 outcomes (actually there are 9!)

5. ARCP outcomes • Outcome 1 – satisfactory progress • Outcome 2 – unsatisfactory progress. Development of specific competences required – additional training time not required • Outcome 3 - Inadequate progress by the trainee – additional training time required. • Outcome 4 - Released from the training programme with or without specified competences • Outcome 5 - Incomplete evidence presented – additional training time may be required • Outcome 6 - Gained all required competences !! Finished

6. Principles of the ESR • A review of the evidence on the portfolio • “It is the trainee’s responsibility as an adult learner to demonstrate their progression” • To generate a learning plan for the next 6 months

7. Problems that your ES has • “educational supervisors tell us that they are currently spending significant amounts of time evidencing their judgements rather than critiquing the trainee’s assessment of their progression and the evidence trainees offer in support of this” • Solution: you need to rate and reference your evidence

8. Your ES needs adequate time to read, check and validate your evidence. This needs to be done in a timely fashion for the ARCP • Solution : closing dates for submitting evidence • ST1  9th November and 10th May • ST2 16th November and 17th May • ST3 23rd November and 24th May

9. What evidence do I need? • Reflective log entries • 2 log entries per week, linked to the competences/curriculum • WPBA – COTS/CBDS/mini-CEX • a SMART PDP • Appropriate CEPS • MSF • PSQ • CSR

10. WPBA I need

11. WPBA I need

12. ST1 Minimums prior to 6 month review: • 3 x COT or mini-CEX • 3 x CbD • 1 x MSF • CEPS • Clinical supervisors’ reports Minimums prior to 12 month review: • 3 x COT or mini-CEX • 3 x CbD • 1 x MSF, • 1 x PSQ, if in primary care • CEPS • Clinical supervisors’ reports

13. ST2 Minimums prior to 18 month review: • 3 x COT or mini-CEX • 3 x CbD • PSQ, if not completed in ST1 • CEPS • Clinical supervisors’ reports Minimums prior to 24 month review: • 3 x COT • 3 x CbD • PSQ, if not completed in ST1  • CEPS

14. ST3 Minimums prior to 30 month review: • 6 x CbD                                                    • 6 x COT • 1 x MSF • CEPS Minimums prior to 34 month review: • 6 x CbD • 6 x COT • 1 x MSF • 1 x PSQ • CEPS

15. A word on log entries Vs Be general and specific, reflect on feedback and don’t forget your PDP when a learning need is identified. Describe your feelings. Write entries in a natural way A record of OOH Professional conversations Audit SEAs Target what you need to check the box for curriculum and try and think about the cases/events in different perspectives Validating – clicking on the competences/curriculum statements

16. Where do I find the appropriate evidence for self-rating?n.b log entries not included in this example! Primary care admin and IMT = organisation, management and leadership

17. Log entry examples, correctly referenced or not?

19. Preparation for ESR, a summary • Contact your ES regarding your appointment • Preparation to be completed by deadline date • Think about your previous educational plan (previous ESR) if appropriate; did I address issues raised? • Log entries. Enough, general and specific, reflective, feelings. Quality. Am I over/under linking • CEPS. Am I on track? • CSR/ENs. Are there any common themes/problems arising? • PDP. SMART, generated by learning need. Use WPBAs. • PSQ/MSF. Can I see these? Ask ES to release them. Common themes/needs • WPBA. Enough. What do I do well, how can I improve. Are there gaps emerging?

20. Review Preparation • Make sure you complete your self rating in the correct review period! • Sign the declarations • Have 2 screens open when writing the self rating • For your self ratings you have to demonstrate the evidence. You need examples from several sources, dates and can cut and paste highlights/comments. • Think about how you can improve even if you are doing well in a particular competency. • Competent for licensing only at last review

21. And finally…… • Think about what you need to achieve over the next six months. Be prepared to discuss with your ES • Discuss any problems you may have at the ES meeting. Your ES is there to help and guide you