1. The 2009 Learning Portfolio and Assessment Framework for DFT

2. Aims Familiarise trainers and Foundation Dentists with the new COPDEND Learning Portfolio & Assessment Framework Describe the educational principles and responsibilities

3. For reference…. Learning Portfolio & contents User Guide with worked examples

4. Structure of DFT…. DFT 1 -Majority of trainees this will equate to 1 year VT in GDS -Minority of Foundation Dentists (FDs) will have a HDS / SDS post in DF1 DF2 –Majority of FDs will have 6/12 month posts in HDS / SDS –Other models may include further experience in primary care

5. Portfolio Development Recognising the advantages of a national core portfolio and assessment framework Robust, based on evidence and defendable In consultation with stakeholders from across the UK.

6. Portfolio Development Literature review of learning portfolios Literature review of assessment Consultation with key members from all deaneries (deans, advisers, trainers, FDs, Educational supervisors, GDS, HDS, SDS) Consultation with GDC revalidation committee

7. Portfolio Development Recommendations based on the evidence Quality Validity / Reliability / Educational impact / Feasibility / Cost A core portfolio that is educationally robust, defendable, flexible and user friendly

8. Portfolio Recommendations 16 recommendations – all approved –“Avoid duplication, & systematically use the outcomes of monitoring, reflection and assessment exercises to plan the next stages of training in a manner that is focused on the individual needs of the trainee” –“be mapped to the curriculum at the major competency level, to ensure content validity & educational impact…. Beyond this level the structure should be open, flexible & non-prescriptive”

9. Assessment Recommendations 15 recommendations – all approved –“the amount of assessment should represent a balance between feasibility and that required to ensure appropriate educational impact and validity / reliability” –“to ensure a positive educational impact & added value for trainees, assessment should be carried out at regular intervals throughout the training”

10. Assessment Recommendations 15 recommendations – all approved –“there is good evidence to support the educational impact of WBA tools via the provision of immediate & structured feedback. As such the use of 1 hour / month of existing tutorial time for WBA would ensure no additional burden on trainer time & would add value to the training” –“there is an appetite to amalgamate DOPS & MiniCEX into a single, appropriate tool for Dentistry… ”

11. Portfolio & Assessment Framework Not reinvented any wheels!

12. Monitoring Personal Development Plan Clinical Experience Log Assessment log Education / CPD Log AssessmentReflection Early Stage Peer Review Exercises D-EP, D-CbD, MSF, PAQ Weekly / Monthly reflection (progress / SEA / education) DFT Learning Portfolio

13. Overview of Sections 1-5 of the Learning Portfolio

15. Quality Assurance of the training: – Of experience (Clinical Log) – Of content validity of assessment – Of education & training provided to support identified learning needs (PDP) – Of CPD & Tutorials Adviser / educational supervisor signs off every 3 months

16. Single reflection form for both cases (SEA) and against progress towards training outcomes. Weekly (1-8 weeks) then monthly thereafter. Additional assessment of trainees ‘insight’ in D-EPs & D-CbD Learning needs put in PDP log for ‘action’

17. Early Stage Peer Review (weeks 1-4 DF1) –“Safe beginner” Monthly D-CbD and D-EP. 1 x PAQ (GDS) and 1 x MSF (HDS / SDS) Learning needs put in PDP log for ‘action’

18. This is a “core” learning portfolio Detailed log of clinical activity May also include… – Audit project? – Case presentation? – Key Skills?

19. Learning Portfolio Sections in Detail…..

20. Clinical Experience Log (Worked Example in User Guide appendix) - Includes initial self assessment & experience for trainers easy reference - First 5 procedures at request of stakeholders - List of procedures re-ordered to map to curriculum SECTION 2 Monitoring Progress & Achievements SECTION 2 Monitoring Progress & Achievements

22. Assessment Log (Worked example in User Guide appendix) - To monitor the relative focus of cases assessed - Easy access for trainers and advisers to see ‘gaps’ - Signed off by adviser / educational supervisor every 3 months SECTION 2 Monitoring Progress & Achievements SECTION 2 Monitoring Progress & Achievements

24. Personal Development Plan (Worked Example in User Guide appendix) - Audit trail to ensure all identified learning needs are addressed - help trainers plan training & education - Brings together reflection, feedback from assessment and tutorials SECTION 2 Monitoring Progress & Achievements SECTION 2 Monitoring Progress & Achievements

26. CPD / Education Log - Simple log, in the same basic format as GDC forms SECTION 2 Monitoring Progress & Achievements SECTION 2 Monitoring Progress & Achievements

27. SECTION 3 Reflection SECTION 3 Reflection

28. SECTION 3 Reflection SECTION 3 Reflection Reflections - Single, flexible format to capture all reflections - Progress, significant events, interesting / difficult cases, learning needs etc - Space for trainer / adviser comments - learning needs identified through reflection transferred to PDP

29. SECTION 3 Reflection SECTION 3 Reflection (Form in Portfolio / User Guide)

30. SECTION 3 Reflection SECTION 3 Reflection (Form in Portfolio / User Guide)

31. SECTION 3 Reflection SECTION 3 Reflection (Form in Portfolio / User Guide)

32. SECTION 3 Reflection SECTION 3 Reflection (Form in Portfolio / User Guide)

33. SECTION 3 Reflection SECTION 3 Reflection (Form in Portfolio / User Guide)

34. SECTION 3 Reflection SECTION 3 Reflection (Form in Portfolio / User Guide)

35. SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

36. Assessments - Early Stage Peer Review (DF1 weeks 1-4) - A”DEP”T(D-EP assessments) - Dental Case-based Discussion (D-CbD) In GDS posts: - Patient Assessment Questionnaire (PAQ) x 1 In HDS / SDS posts: - Multi-source Feedback (TAB / MiniPAT) x 1 SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

37. Early Stage Peer Review (ESPR) (worked example in user guide appendix) - Very similar to Clinical Peer Review / “Safe Beginner” - For FDs in DFT weeks 1-4 only - Informal assessment – emphasis is on feedback - Judgements made against current stage in training SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

39. A’DEP’T(D-EP Assessments) (Worked Example in User Guide appendix) - Amalgamation of Mini-CEX and DOPS - Flexible across all posts - New insight rating… - 1 per month SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

41. Dental Case-based Discussion(D-CbD) (Worked Example in User Guide) - Very similar to previous version - “Dentalised” - Space on reverse to record questions used to probe trainee - New insight rating SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

42. Multi-Source Feedback (Worked Examples in User Guide appendix) - HDS / SDS posts ONLY - Either TAB or Mini-PAT - Administered by Deanery (guidance in user guide) SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

45. Patient Assessment Questionnaire (PAQ) (User Guide Page 36/37) - GDS posts ONLY - 20+ completed PAQs needed for reliability - Implementation guidance in user guide SECTION 4 Assessment of Performance & Appraisal statements SECTION 4 Assessment of Performance & Appraisal statements

47. Portfolio Requirements….. Schedule in Section 1 (introduction) of Learning Portfolio and in User Guide. Keeping Monitoring forms up to date 1 D-EP and 1 D-CbD per month throughout DFT ESPR in DFT weeks 1-4

48. Portfolio Requirements….. 1 round of PAQ in GDS posts 1 round of MSF (TAB or MiniPAT) in HDS and SDS posts. Reflection weekly (1-8) then monthly thereafter Monitoring forms sign off every 3 months by advisers

49. Full clinical log of activity + Deanery-specific educational activities (non- Core) e.g. –Audit project –Practice meeting –Key skills info SECTION 5 Other Educational Activities SECTION 5 Other Educational Activities