Preceptorship Development Programme Handbook.pdf · Preceptorship as outlined in this document and...

Preceptorship Development Programme CMFT 1

Preceptorship Development Programme

Preceptee Handbook

Name of Preceptee……………………………………………………………….

Name of Preceptor………………………………………………………………..

Ward / Department……………………………………………………………….

Preceptorship Commencement Date…………………………………………..

Preceptorship Completion Date…………………………………………………


Contents

Page

Introduction and Welcome to the Trust

3

Preceptorship Agreement

4

Preceptorship Process

5


6-9

Preceptorship Framework Checklist

10

What Evidence?

11

Samples of Evidence

12

Evidence of Achievement of Learning Outcomes

13-18

Preceptee and Preceptor Meetings Record

19-31

Confirmation of Preceptorship Achievement

32

Evaluation of Preceptorship Programme

33

Certificates 34-37


Introduction

The Preceptorship Development programme has been designed for you as a newly registered practitioner to assist in your transition from student to health professional within the Trust. All learning is individual, however it is envisaged that the 12 month programme will allow you to further develop your professional and reflective skills, which will assist you in becoming a competent practitioner.

As a new registrant, the Trust anticipates that you complete a formal period of Preceptorship as outlined in this document and the Preceptorship Policy (2010). This programme is mandatory and therefore those involved are required to demonstrate commitment to this process by signing the following agreement. The Preceptorship programme comprises of three main components: a) Induction and orientation to the Trust and clinical area. b) Support, supervision and assessment reviews in the clinical area. c) Further development of professional skills you have already acquired, also the acquisition of new skills pertinent to your professional development, by attending a series of study days In conjunction with the Preceptorship programme the current CMFT Preceptorship policy explains definitions and roles and responsibilities.

For further information follow the link: http://www.cmft.nhs.uk/trust/preceptorship.aspx.


Preceptorship Agreement

A copy of this agreement should be kept by the line manager, preceptor and preceptee

Preceptee Preceptor Line Manager

Period of Preceptorship Start date……………………………………………………………………………………………………. Progress review dates…………………………………………………………………………………….. Preceptorship final review date………………………………………………………………………….. We agree to meet on a monthly basis. We agree to use this time to review progress and discuss the preceptee’s learning needs and objectives (see guidelines).

We agree to support the mandatory preceptorship development programme, the agreed meetings and to review progress on these dates. We agree to review the documentation, learning outcomes and the objectives set by the preceptor and preceptee as required.

Preceptee signature………………………………………………………………………………………… Preceptor’s signature………………………………………………………………………………………. Line manager’s signature………………………………………………………………………………….. Date……………..


Preceptorship Process

Action plan put in place and date set to review objectives

6 Month Review

12 Month Review

Successful Unsuccessful

(Defer 1st Increment)

Successful Unsuccessful

(Defer 2nd Increment)

Progress through second incremental pay point

Follow process in Trust Appraisal and

Performance Capability

Management Policy Successful completion of preceptorship programme

Preceptee & Preceptor meet within the first week to set objectives, identify learning needs, raise awareness of the Trust Appraisal Policy and commence

Trust Preceptee Development Programme

9 Month Review

Preceptee commences work in the Trust and is given a named Preceptor

Follow process in Trust Appraisal and

Performance Capability

Management Policy

Unsuccessful Successful

(Activate 1st Increment)

Monthly meetings between the preceptor and preceptee will occur throughout the process


Content of Preceptorship Development Programme

Day 1 Preceptee Induction Session Time: 0900- 1200 Aim: To introduce preceptees to the Preceptorship development programme, policy and relevant documentation along with emphasis on the preceptee accountability in this process. Objectives

1. To demonstrate the role of the preceptee 2. Enable preceptees to explore and manage their expectations of being on a

Preceptorship programme 3. Identification of potential barriers to Preceptorship and discuss ways to

overcome these 4. Enabling the preceptee to recognise their learning style and how this fits in

with that of their preceptor

Content

• Welcome, introductions and housekeeping • What is a preceptee/ preceptor identify roles and responsibilities • Successful Preceptorship • Barriers, relationships and expectations • Revisit communication • How we learn, exploring own styles • Preceptee handbook and information regarding the development

programme • Questions


Day 2 Customer Service (facilitated by OD&T)

Time: 0900-1600 Aim: To identify the customers that we provide care for at CMFT and to demonstrate how to provide a high level of customer care, recognising possible barriers to this. Objectives

1. To describe why service is important to the Trust and the NHS 2. To identify our customers and their needs 3. To put ourselves in the shoes of our customers and identify what good

and poor service looks like, sounds like and feels like 4. To identify the barriers that prevent the delivery of excellent service 5. To describe and demonstrate the attitude, behaviour and language of

excellent service 6. To describe and agree standards of service 7. To prioritise areas of focus for work on customer service – ongoing

department and 8. individual action plans (For managers) To coach other staff to improve the

levels of service that they offer Agenda

• The importance of service – CMFT and the NHS • Defining our customers and their expectations • Touch points where we interact with customers • Barriers to delivering excellent service • Meet some customers • Circles of Service

– Attitude – Behaviour – Language

• Using the Circles of Service in practice • Customer Service Standards • Action Planning


Day 3 Work Life Balance and Teamwork Time 09.00-16.00 Aim: To raise the awareness of stress in the workplace and identify coping strategies to deal with this. To recognise the importance of effective team working and explore how the preceptee can apply these principles in practice. Objectives

1. To identify and list, possible causes and symptoms of stress and explore different strategies and support mechanisms for dealing with it

2. Using different time management tools, discuss effective and ineffective time management and the consequences for the individual and the workplace

3. Using a five stage model, consider the art of delegation and its application in the workplace

4. List the benefits and barriers of delegation. 5. Identify key assertive behaviours and how to maximise and leverage own

strengths and skills 6. Explore different styles of conflict and how to deal with them effectively 7. Explore, though self assessment how we deal with criticism and effective

ways of dealing with it 8. Recognise the importance of understanding organisational climate and

culture and the impact these have when handling conflict and conflict styles

9. List some of the theories of teamwork and the relevance of these in developing their own skills and capabilities.

10. Demonstrate using group experiential learning what performing under pressure, motivation, and managing relationships looks like and how this can be transferred into the workplace.

Agenda

• Welcome, introductions and housekeeping • Symptoms and cause of stress • Models of stress and coping strategies at work/home • Sources of support • Managing time effectively, planning and delegation • Assertiveness, dealing with criticism and managing conflict • Managing effective relationships (and with preceptor) • Models of teamwork • Negotiation and interpersonal working within teams • Performing under pressure • Motivation


Day 4 Safe Practice and Professional Development

E-learning Packages

Aim: To function safely and effectively as an accountable practitioner who is able to make informed decisions about practice within local and national governance frameworks whilst using an improvement-based approach to quality in health care, Clinical Governance. 1. Accountability E- Learning package Objectives

1. To demonstrate the importance of professional accountability to the professional body, employer, colleagues, patients and themselves

2. To revisit professionalism, professional conduct and behaviour 3. Demonstrate awareness of their limitations and develop their skills based

on professional knowledge, judgement and evidence for best practice. 4. Explore the differences between accountability & responsibility in relation

to delegation in practice 5. To recognise the importance of justification for their actions or omissions

relating to their practice 2. Record Keeping and Documentation E- Learning package Objectives

1. Detect and put into practice the national, professional and local policies governing documentation

2. Ensure you understand the documentation used in your area and your responsibilities for safe and confidential record keeping

3. Identify learning needs you have in relation to documenting patient care, such as making referrals to other disciplines, making concise and accurate entries in a patient’s record

3. Risk Assessment/ Clinical Governance and Incident Reporting E- Learning package Objectives

1. Relate theory to experiential practice in the workplace to enhance their ability to promote patient safety and quality improvement through clinical governance

2. Reflect upon their own, and others, contributions and responsibility to provide safe and effective care within the NHS

3. Identify and describe the impact of adverse events on patients, their families/ carers and the general public

4. Recognise and list common factors that contribute to unsafe patient care, clinical ineffectiveness and services of poor quality

5. Detect and signpost local policies and procedures within your practice, which are in place to deliver safe and effective care


Preceptee Checklist

Evidence What Evidence? In this instance evidence is the information contained in your preceptee portfolio of practice that demonstrates achievement of learning objectives. The following are possible examples for evidence.

Case Study

Month 1 1. Attend corporate induction 2. Attend clinical mandatory training 3. Attend Preceptee induction session 4. Complete departmental induction and orientation 5. Complete local induction, including familiarising yourself with relevant professional, team standards, policies and procedures 6. Read through and familiarise yourself with the Preceptee programme 7. Arrange an initial meting with your preceptor within the first week 8. Arrange monthly meetings with your preceptor 9. Review your job description in line with the Trust appraisal system; identify gaps in your knowledge and skills and how to meet these, record on your personal development plan (rotational staff) 10. Attend clinical workstation and internet training 11. Plan attendance to preceptorship development programme Month 2 - 5 1. Monthly review meeting with preceptor 2. Check all areas of Induction completed 3. Clinical Skills review, area specific objectives 4. Progress with Preceptorship development plan Month 6 1. Complete 6 monthly review 2. Progress with Preceptorship development programme Month 7 - 11 1. Monthly review meeting with preceptor 2. Clinical skills review, areas specific objectives 3. Progress with preceptorship development programme Month 12 1. 12 Month review 2. Preparation for Trust appraisal


What Evidence In this instance evidence is the information contained in your preceptee portfolio of practice that demonstrates achievement of learning outcomes. The following are examples for evidence

Action Learning Sets

Preceptorship Meetings

Attending meetings

E-learning and CD-ROM

Shadowing

Peer review

Reflective Practice


Incident Reporting and Investigation

Involvement in Audit and Research

Reading and Private

Study Questions & Answers

Discussions and debates

Performing assessments

to identify risks, hazards etc.

Developing Action Plans

and Strategies for Improvement

Role play and Scenarios

Teaching and

presenting

Refreshing and

Updating Skills

Completing workbooks

and packages

Competency Assessments

Visiting other work areas and departments

Listening to other people’s

viewsRequesting Feedback

Asking questions

Observing others

Documentation e.g., care plans

Mandatory and Skills training

Clinical Skills development Sessions

Local Induction

Team meetings


Samples of Evidence 1. Communication.

The practitioner can demonstrate ability to communicate confidently and competently with service users, carers, colleagues, other agencies within health care settings

The Practitioner is able to-

Learning outcome achieved by a study session. Date and Preceptor sign

Learning outcome achieved by e- learning Date and Preceptor sign

Learning outcome achieved by in Clinical Practice Date and Preceptor sign

Learning outcome achieved by other methods Date and Preceptor sign

Demonstrates ability to communicate effectively in any health care setting utilising a variety of communication skills

Customer care study day. Preceptee study session, team working

Documentation E-learning package

Discussion of demonstrated skills in communication - e.g. with multi-disciplinary team, patients and relatives

Reflection of examples of handovers, meetings, case conferences, complex discharge planning etc.

Communicates in a manner that is consistent with current legislation, policies.

Mandatory training

Risk assessment, record keeping, incident reporting, clinical governance

Discussion of demonstrated skills in communication

Reflection and discussion of policy and how it affects communication e.g. Confidentiality, when there is a duty to disclose

Keep accurate and complete records consistent with current legislation and policies

Risk assessment, record keeping, incident reporting, clinical governance

Review of examples of documentation - discuss issues arising from lack of or poor documentation

Reflect on an occasion where you overcame barriers to provide effective communication

Discussion of demonstrated skills in communication in difficult situations

Reflection of examples of difficult situations encountered

Demonstrate knowledge in relation to the impact of different cultures, value the factors contributing towards provision of positive health care.

Discuss differences and difficulties with communication within different cultures and how to contribute to healthcare provision

Identify continuing learning needs in relation to communication skills

Discussion of progress through Preceptorship and action plan for future development

Reflection on progress and difficult situations encountered, action plan

Preceptor signature………………………………………….. Date…………………………… Preceptee signature…………………………………………. Date…………………………..


Evidence of Achievement of Learning Outcomes

1. Communication.

The practitioner can demonstrate ability to communicate confidently and competently with service users, carers, colleagues, other agencies within health care settings.






Demonstrates ability to communicate effectively in any health care setting utilising a variety of communication skills

Communicates in a manner that is consistent with current legislation, policies.

Keep accurate and complete records consistent with current legislation and policies

Reflect on an occasion where you overcame barriers to provide effective communication

Demonstrate knowledge in relation to the impact of different cultures, value the factors contributing towards provision of positive health care.

Identify continuing learning needs in relation to communication skills

Preceptor signature………………………………………….. Date…………………………… Preceptee signature…………………………………………. Date…………………………..


2. Work Life Balance

The practitioner is able to demonstrate the following actions and behaviours within work life balance.






Recognise and practice a range of skills to identify and manage stress at home and the workplace.

Identify resources to support stress reduction.

Reflect upon situations you have demonstrated your professional assertiveness.

Demonstrate ability to prioritise plan and carry out work effectively.

Preceptor signature………………………………………….. Date…………………………... Preceptee signature…………………………………………. Date……………………………


3. Clinical Skills The practitioner is able to demonstrate the following actions and behaviours within their Clinical Skills.






Demonstrate competence in Area Specific Clinical Skills and Objectives.

Preceptor signature………………………………………….. Date…………………………... Preceptee signature…………………………………………. Date……………………………


4. Safe Practice

The practitioner is able to demonstrate the following actions and behaviours to provide Safe Practice.


Learning Outcome achieved by a study session. Date and Preceptor sign



Learning outcome achieved by other method Date and Preceptor sign

Discuss your accountability in relation to safe practice and decision Making for effective care provision.

Identify and assess potential risks involved in work activities and processes for patient, self and others.

Apply local policy and procedures in practice to assess, manage risk and deliver safe and effective care

Reflect upon your own and others contribution within clinical governance and incident reporting.

Preceptor signature…………………………………………… Date………………………….. Preceptee signature………………………………………….. Date…………………………..


5. Team Work

The practitioner is able to demonstrate the following actions and behaviours within Team Work.



Learning Outcome achieved by e- learning Date and Preceptor sign



Demonstrate and value professional understanding and attitude towards other professionals

Demonstrate how inter- Professionally working can improve the patient journey.

Reflect upon your contribution to patient care and team member in your area of practice.

Find out your contribution as a team member. Compare this to your own self-perception.

Demonstrate delegation by determining what tasks can be distributed and to whom.

Preceptor signature………………………………………… Date……………………………. Preceptee signature……………………………………….. Date…………………………….


6. Quality The practitioner is able to demonstrate the following actions and behaviours in relation to Quality care.




Learning Outcome achieved by in Clinical Practice Date and Preceptor sign


Discuss working within level of own competence, responsibility, and accountability.

Reflect on times when you feel that you have made a positive contribution to quality initiatives, services in your area

Discuss participation in Trust strategies to improve quality e.g. audit, senior staff ward rounds, Key Performance Indicators

Sign up to the CMFT quality campaign in your area.

Preceptor signature…………………………………………… Date…………………………. Preceptee signature………………………………………….. Date………………………….


7. Professional Development The practitioner is able to demonstrate the following actions and behaviours within Professional Development. The Practitioner is able to-





Value and carryout continuing professional development activities to improve your knowledge and skills.

Demonstrate responsibility for your continuing professional development

Use reflection to illustrate personal and professional strengths when working with patients in the health care team

Demonstrate knowledge of policies within the context of your work area.

Identify local strategies that enhance patient care.

Know how to contribute to influencing future service provision in your area of practice.

Preceptor signature…………………………………………. Date…………………………... Preceptee signature………………………………………… Date……………………………


Initial Meeting between Preceptor and Preceptee

Date of Preceptorship Meeting: Review Job description and develop PDP Yes□ No□ Record of discussion that took place and agreed learning needs: Comments from preceptor: Comments from preceptee: Plan of Action

Signature of Preceptee –

Signature of Preceptor –


Preceptorship Meeting Record Month ……

Date of Preceptorship Meeting: Record of discussion that took place and agreed learning needs: Comments from preceptor: Comments from preceptee: Plan of Action




Preceptorship Meeting Record 6 Month Review

Date of Preceptorship Meeting: Record of discussion that took place and agreed learning needs: PDR reviewed Comments from preceptor: Comments from preceptee: Plan of Action





Date of Preceptorship Meeting: Record of discussion that took place and agreed learning needs: PDR Reviewed Comments from preceptor: Comments from preceptee: Plan of Action




Successful completion of

Preceptorship development programme statement

I confirm that the Preceptee____________________________ has successfully completed their period of Preceptorship and has achieved their Preceptorship learning outcomes. Preceptor Sign____________________________________ Preceptor Sign______________________________________ Line Manager sign_______________________________________ Date of successful completion

A copy of this form should be retained in the personal file.

Please copy this form and send to: Mary Treanor, Room G13, Old School of Physiotherapy Annex, MRI.


Evaluation of the Preceptorship Development Programme Please ring the response most applicable

1.

Were you given a named preceptor?

Yes

No

2. Did you meet with your preceptor in the first week? Yes

No

3.

Were you given an induction period?

Yes

No

4.

Did you meet with your preceptor on a monthly basis?

Yes

No

5.

Did you complete your formal reviews as determined by the Preceptorship Framework?

Yes

No

6.

Were you able to meet the outcomes negotiated? Yes

No

7.

Do you feel the Preceptorship programme increased your confidence as an autonomous practitioner?

Yes

No

Which parts of the programme did you enjoy the most and why?

Which parts of the programme did you least enjoy and why?

Other Comments

When completed return to: Mary Treanor, Room G13, Old School of Physiotherapy Annex, MRI.


Preceptee Development Programme Certificate

Signed Trainer/Facilitator: ___________________________________________

Date: ______________________________

__________________________________________________

Successfully Completed

INDUCTION SESSION




Date: ______________________________

__________________________________________________


CUSTOMER SERVICE DAY




Date: ______________________________

__________________________________________________


WORK–LIFE BALANCE & TEAMWORK DAY



Signed Preceptor: ____________________________________________________

Date: ______________________________

__________________________________________________


SAFE PRACTICE & PROFESSIONAL DEVELOPMENT

Preceptorship Development Programme Handbook.pdf · Preceptorship as outlined in this document and...

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Transcript of Preceptorship Development Programme Handbook.pdf · Preceptorship as outlined in this document and...