1. Appraiser Skills Training Workshop One: Initial Training

2. Appraisal Skills Training Plan Preparatory reading Initial appraisal skills training –The appraisal process: the theory MOAT Follow-up appraisal skills training –Dealing with challenging scenarios –Managing constraints declared at appraisal –Revalidation requirements

3. Workshop Objectives Develop an understanding of the purpose of appraisal, its relationship with revalidation, Review professional responsibilities of the appraiser and the skills required to facilitate the appraisal process Share good practice in relation to facilitating the appraisal discussion To practice the role of the appraiser

4. Small Group Work Define the purpose of appraisal Discuss how underperforming doctors are identified and managed Describe your understanding of how appraisal and job planning are linked

5. Links between Appraisal, clinical governance and performance management The processes are separate with clear aims and purposes. They should be linked with clear lines of communication and information flows between them Day to day clinical governance Appraisal Ongoing performance management Job planning

6. Appraisal and Revalidation Links GMP Framework: 1.Knowledge, skills and performance 2.Safety and quality 3.Communication, partnership and teamwork 4.Maintaining trust Supporting Information: http://www.gmc-uk.org/Supporting_information100212.pdf_47783371.pdf  Continuing professional development (CPD)  Quality Improvement activity  Significant events  Feedback from colleagues  Feedback from patients (where applicable)  Review of complaints and compliments

7. The Professional Responsibilities of the Appraiser Maintain and develop appraisal skills – how will you keep up-to-date, local arrangements? Manage appraisee engagement with the process Review the portfolio in advance of the appraisal meeting Prepare questions, feedback, comments Evaluate evidence provided Write up summary and PDP

8. What is the role of the appraiser? Facilitator Guide Anchor Constructive challenger Signposter Teacher Coach Colluder Critic Doctor/counsellor

9. The Four Stages of Appraisal 1.Relay information to appraisee at booking 2.Preparation 3.The appraisal discussion 4.Appraisal output –Summary –PDP

10. Preparation Read personal information, job description, job plan and previous PDP Review the content of their appraisal material over the appraisal period Consider whether the core information is provided, and whether it meets defined standards for appraisal and revalidation Prepare relevant feedback and plan questions aiming to facilitate self-challenge and future development needs Begin to write the summary – grouping similar entries Demonstration video of writing up the appraisal

11. Practicalities of the Appraisal Ask for reflection, not just description; and quality, not quantity Clarify what has been learned and how this has, or could be, put into practice Query why activities were undertaken or learning approaches used, and encourage exploration of options Focus on action points and learning needs, think about whether these should be included in the PDP and how they might be achieved

12. Preparation exercise Read the appraisal folder Identify which entries you would like to discuss Prepare questions Complete column 1 and 2

13. The appraisal discussion Formative ie not pass/fail Encourage reflection Educational Statutory – contractual - revalidation

14. Appraiser skills Understand the appraisee’s agenda Ask open questions Active listening and positive non-verbal communicaton Encourage reflection & self-appraisal Challenge where appropriate Provide constructive feedback on learning and self-appraisal Achieve meaningful outputs Guide through revalidation requirements

15. The appraisal discussion Beginning –Introductions and expectations –Agree the agenda Middle –Review and feedback on the appraisal materials End –Constraints, PDP, next steps

16. Video clips

18. Outputs: Appraisal summary At least 4-6 anonymised entries recorded in some detail, other entries briefly Similar entries can be grouped together Future appraisers and the RO/MD can view the summary Write in you own words, but retain the sense of the entry Write in the third person BW ABR (beware of abbreviations)

19. Personal Development Plan (PDP) Key output for the individual, must be agreed with and owned by the appraisee Derived from needs identified during the appraisal and the doctor’s role including job plan Should take account of personal, team, organisational and service level objectives Must be realistic and take account of recognised constraints.

20. SMART PDP SMART –Specific Measurable Achievable Realistic/ Relevant Time bound Usually 3-4entries Breadth of learning and subjects Agreed by doctor

21. Appraisal Discussion Exercise Small group appraisal discussion practice –Appraiser –Appraisee –Observers –Take notes ready for summary and PDP –Write summary and PDP

22. Complement and follow up this workshop Ensure all objectives fully addressed Review the materials Complete the activities and bring answers to workshop 2 Workshop 2 to review, discuss, answer questions and complete the programme Access the modules at: MOAT http://revalidation.nhswalesappraisal.org.uk/index.php/moat

23. GMC Guidance Key GMC Documents & Essential Reading GMP Framework for Appraisal & Revalidation Guidance Supporting Information for Appraisal & Revalidation Summary Revalidation Requirements Meeting our requirements in the first cycle From December 2012 All doctors to undertaking an annual appraisal providing supporting information as set out by the GMC Confirmation of ‘absence of concerns’ Responsible Officer recommendation http://www.gmc-uk.org/doctors/revalidation.asp

24. THANK YOU Questions? Further information: –CPDAdmin@cf.ac.uk