Preceptorship Development Programme Preceptee Handbook
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1 Preceptorship Development Programme Preceptee Handbook Name of Preceptee. Name of Preceptor.. Ward / Department. Preceptorship Commencement Date.. Preceptorship Completion Date Preceptorship Development Programme CMFT 1
2 Contents Page Introduction and Welcome to the Trust 3 Preceptorship Agreement 4 Preceptorship Process 5 Preceptorship Development Programme 6-9 Preceptorship Framework Checklist 10 What Evidence? 11 Samples of Evidence 12 Evidence of Achievement of Learning Outcomes Preceptee and Preceptor Meetings Record Confirmation of Preceptorship Achievement 32 Evaluation of Preceptorship Programme 33 Certificates Preceptorship Development Programme CMFT 2
3 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: Preceptorship Development Programme CMFT 3
4 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 Development Programme CMFT 4
5 Preceptorship Process Preceptee commences work in the Trust and is given a named Preceptor 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 Successful 6 Month Review Unsuccessful (Defer 1 st Increment) 9 Month Review Action plan put in place and date set to review objectives Successful (Activate 1 st Increment) Unsuccessful Follow process in Trust Appraisal and Performance Capability Management Policy Successful 12 Month Review Unsuccessful (Defer 2 nd Increment) Progress through second incremental pay point Successful completion of preceptorship programme Follow process in Trust Appraisal and Performance Capability Management Policy Monthly meetings between the preceptor and preceptee will occur throughout the process Preceptorship Development Programme CMFT 5
6 Content of Preceptorship Development Programme Time: Day 1 Preceptee Induction Session 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 Preceptorship Development Programme CMFT 6
7 Day 2 Customer Service (facilitated by OD&T) Time: 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 Preceptorship Development Programme CMFT 7
8 Time Day 3 Work Life Balance and Teamwork 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 Preceptorship Development Programme CMFT 8
9 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 Preceptorship Development Programme CMFT 9
10 Preceptee Checklist 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 Monthly review meeting with preceptor 2. Check all areas of Induction completed 3. Clinical Skills review, area specific objectives Evidence 4. Progress with Preceptorship development plan What Evidence? Month 6 1. Complete 6 monthly review In this instance evidence is the information contained in your preceptee portfolio of 2. practice Progress that demonstrates with Preceptorship achievement development of learning programme objectives. The following are possible examples for evidence. Month Monthly review meeting with preceptor Case Study 2. Clinical skills review, areas specific objectives 3. Progress with preceptorship development programme Month Month review 2. Preparation for Trust appraisal Preceptorship Development Programme CMFT 10
11 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 Preceptorship Development Programme Attending meetings Reading and Private Study Incident Reporting and Investigation Questions & Answers E-learning and CD-ROM Local Induction Mandatory and Skills training Reflective Practice Peer review Performing assessments to identify risks, hazards etc. Role play and Scenarios Documentation e.g., care plans Completing workbooks and packages Requesting Feedback Team meetings Refreshing and Updating Skills Observing others Developing Action Plans and Strategies for Improvement Competency Assessments Teaching and presenting Action Learning Sets Shadowing Preceptorship Meetings Involvement in Audit and Research Visiting other work areas and departments Clinical Skills development Sessions Discussions and debates Listening to other people s views Asking questions Preceptorship Development Programme CMFT 11
12 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. achieved by e- learning achieved by in Clinical Practice achieved by other methods Preceptor sign 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 Customer care study day. Preceptee study session, team working Mandatory training Documentation E-learning package Risk assessment, record keeping, incident reporting, clinical governance Risk assessment, record keeping, incident reporting, clinical governance Discussion of demonstrated skills in communication - e.g. with multidisciplinary team, patients and relatives Discussion of demonstrated skills in communication Review of examples of documentation - discuss issues arising from lack of or poor documentation Discussion of demonstrated skills in communication in difficult situations Discuss differences and difficulties with communication within different cultures and how to contribute to healthcare provision Discussion of progress through Preceptorship and action plan for future development Reflection of examples of handovers, meetings, case conferences, complex discharge planning etc. Reflection and discussion of policy and how it affects communication e.g. Confidentiality, when there is a duty to disclose Reflection of examples of difficult situations encountered Reflection on progress and difficult situations encountered, action plan ature.. Preceptee signature. Date Date.. Preceptorship Development Programme CMFT 12
13 1. Communication. Evidence of Achievement of Learning Outcomes 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. achieved by e- learning achieved by in Clinical Practice achieved by other methods Preceptor sign 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 ature.. Preceptee signature. Date Date.. Preceptorship Development Programme CMFT 13
14 2. Work Life Balance The practitioner is able to demonstrate the following actions and behaviours within work life balance. The Practitioner is able to- Recognise and practice a range of skills to identify and manage stress at home and the workplace. Learning outcome achieved by a study session. achieved by e- learning achieved by in Clinical Practice achieved by other methods Preceptor sign 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. ature.. Preceptee signature. Date... Date Preceptorship Development Programme CMFT 14
15 3. Clinical Skills The practitioner is able to demonstrate the following actions and behaviours within their Clinical Skills. The Practitioner is able to- Demonstrate competence in Area Specific Clinical Skills and Objectives. Learning outcome achieved by a study session. achieved by e- learning achieved by in Clinical Practice achieved by other methods Preceptor sign ature.. Preceptee signature. Date... Date Preceptorship Development Programme CMFT 15
16 4. Safe Practice The practitioner is able to demonstrate the following actions and behaviours to provide Safe Practice. The Practitioner is able to- Learning Outcome achieved by a study session. achieved by e- learning achieved by in Clinical Practice achieved by other method 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. ature Preceptee signature.. Date.. Date.. Preceptorship Development Programme CMFT 16
17 5. Team Work The practitioner is able to demonstrate the following actions and behaviours within Team Work. The Practitioner is able to- Learning outcome achieved by a study session. Learning Outcome achieved by e- learning achieved by in Clinical Practice achieved by other method 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. ature Preceptee signature.. Date. Date. Preceptorship Development Programme CMFT 17
18 6. Quality The practitioner is able to demonstrate the following actions and behaviours in relation to Quality care. The Practitioner is able to- Learning outcome achieved by a study session. achieved by e- learning Learning Outcome achieved by in Clinical Practice achieved by other method 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. ature Preceptee signature.. Date. Date. Preceptorship Development Programme CMFT 18
19 7. Professional Development The practitioner is able to demonstrate the following actions and behaviours within Professional Development. The Practitioner is able to- Learning outcome achieved by a study session. achieved by e- learning achieved by in Clinical Practice achieved by other method Preceptor sign 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. ature. Preceptee signature Date... Date Preceptorship Development Programme CMFT 19
20 Date of Preceptorship Meeting: Initial Meeting between Preceptor and Preceptee 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 Development Programme CMFT 20
21 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 21
22 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 22
23 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 23
24 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 24
25 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 25
26 Date of Preceptorship Meeting: Preceptorship Meeting Record 6 Month Review Record of discussion that took place and agreed learning needs: PDR reviewed Comments from preceptor: Comments from preceptee: Plan of Action Signature of Preceptee Signature of Preceptor Preceptorship Development Programme CMFT 26
27 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 27
28 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 28
29 Date of Preceptorship Meeting: Preceptorship Meeting Record 9 Month Review 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 Development Programme CMFT 29
30 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 30
31 Date of Preceptorship Meeting: Preceptorship Meeting Record Month 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 Development Programme CMFT 31
32 Date of Preceptorship Meeting: Preceptorship Meeting Record 12 Month Review Record of discussion that took place and agreed learning needs: PDR Reviewed Comments from preceptor: Comments from preceptee: Plan of Action Signature of Preceptee Signature of Preceptor Preceptorship Development Programme CMFT 32
33 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. Preceptorship Development Programme CMFT 33
34 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. Preceptorship Development Programme CMFT 34
35 Preceptee Development Programme Certificate Successfully Completed INDUCTION SESSION Signed Trainer/Facilitator: Date: Preceptorship Development Programme CMFT 35
36 Preceptee Development Programme Certificate Successfully Completed CUSTOMER SERVICE DAY Signed Trainer/Facilitator: Date: Preceptorship Development Programme CMFT 36
37 Preceptee Development Programme Certificate Successfully Completed WORK LIFE BALANCE & TEAMWORK DAY Signed Trainer/Facilitator: Date: Preceptorship Development Programme CMFT 37
38 Preceptee Development Programme Certificate Successfully Completed SAFE PRACTICE & PROFESSIONAL DEVELOPMENT Signed Preceptor: Date: Preceptorship Development Programme CMFT 38
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