1. IGEM Technical Report Option Workshop Wednesday 26 th October 2011

2. Purpose To clarify for current and potential CEng and IEng applicants who do not have the exemplifying qualifications, what is required to achieve a successful Technical Report as part of their application for professional registration

3. Desired Outcomes Understanding of the purpose and role of the Technical Report in the professional registration process Understanding of the IGEM Technical Report process and the support available from the Institution Understanding of the requirements for preparing and delivering a successful Technical Report Clarity on what Assessors expect of a Technical Report Potential candidates to have a clearer view on how to draft an appropriate synopsis Potential candidates are able to judge whether the Technical Report route is likely to be appropriate for them Feedback suggestions to improve the ECUK/IGEM process

4. TimeProgramme ActivityLed By 10.30 – 10.35 Welcome & Introduction Malcolm Howe 10.35 – 10.40 Route to membership Malcolm Howe 10.40 – 11.00 Exemplifying qualifications for CEng / IEng and options for applicants without them Andy McPhee 11.00 – 11.20 Technical Report Option Requirements Malcolm Howe 11.20 – 11.40 Role of the Mentor and Mentee Paul Hurford / Paul Sinclair 11.40 – 12.00 Technical Report Synopsis and List of Contents Gordon Davies 12.00 – 12.30 Preparation of the Technical Report Geoff Lloyd 12.30 – 13.10 Lunch 13.10 – 14.00 Assessment of the Technical Report and IGEM approval process Jim Sibley / IGEM 14.00 – 15.00 Questions and Answers on individual applications / issues All Presenters 15.00 Summing up, feedback to IGEM and further IGEM assistance Malcolm Howe Approx 15.30 Finish

5. Introductions Including: Brief resume of qualifications and experience What you would like from the workshop

6. Routes to Membership Dr Malcolm Howe

7. Receive initial Membership enquiry UKSPEC exemplifying qualifications? Yes No Technical report or other option? Sufficient relevant experience? Professional review process ECUK registered member Yes

9. Exemplifying Qualifications for CEng and IEng Andrew McPhee

10. Exemplifying Qualifications CEng An accredited Bachelors degree with honours in engineering or technology (3 years full-time or 4 years with a work placement) Plus Either an appropriate Masters degree accredited by a professional engineering institution, or appropriate further learning to Masters level Or An accredited MEng (4 years full-time)

11. Exemplifying Qualifications Please note: Accredited degrees are listed on the Engineering Council website National Recognition Information System, NARIC UK, makes formal ‘academic’ assessments of non-UK degrees and other qualifications Qualifications hold their historic accreditation values

12. Exemplifying Qualifications Similar arrangements apply to IEng An IEng accredited Bachelors or honours degree in engineering or technology Or A Higher National Certificate or Diploma or Foundation degree, plus appropriate further learning to degree level Or An NVQ4 or SVQ4 which has been approved for the purpose by a licensed engineering institution

13. Examples of Exam Questions from Exemplifying Qualifications Copies available on table

14. Options for Applicants without Exemplifying Qualifications Candidates who do not have the exemplifying qualifications must clearly demonstrate they have achieved the same level of knowledge and understanding as those with exemplifying qualifications. What are the options?

15. Options for Applicants without Exemplifying Qualifications Taking further qualifications (top up) Completing appropriate work-based or experiential learning Writing a Technical Report, based on the candidate’s experience and demonstrating his/her knowledge and understanding of engineering principles and their application

16. Technical Report Option Dr Malcolm Howe

17. Candidates should: Have completed appropriate initial professional development; and Have exercised engineering responsibility commensurate with Registration as a Chartered or Incorporated Engineer Have one of the following qualifications and/or have experienced a period of relevant engineering experience in posts of increasing responsibility to the appropriate level What are the specific requirements for the Technical Report?

18. CEng: BEng (Hons) accredited engineering degree plus relevant experience (in lieu of a formal period of further learning) Relevant HND/HNC plus relevant experience No relevant qualifications plus substantial relevant experience

19. What are the specific requirements for the Technical Report? IEng: Relevant HND / HNC / NVQ Level 4 plus relevant experience (in lieu of a formal period of further learning) No relevant qualifications plus substantial relevant experience

20. Role of the Mentor and Mentee Paul Hurford Paul Sinclair

22. Mentoring Relationships Follow a life cycle: Rapport building Setting direction Making progress Winding down

23. The Role of the Mentor Communication Organisation Location Flexibility Manage Expectations Feedback

24. The Role of the Mentor Test Fearless Change management Know your limits What makes a successful mentor? Benefits/What’s in it for me?

26. Common Areas that Mentors overlook –Commercial Acumen – generally –Depth of Engineering knowledge required for Chartered Membership, particularly via the Technical Report route. –Applying creativity. –Team/Section Management. –Environmental Practice/Knowledge required. –The role of the Institution.

28. My Stages of Membership Paul Sinclair IGE- IGEM route 1990 - 1994: Associate Member IGE 1994 - 1999: IGE Engineering Technician 1999 - October 2011: IGEM Incorporated Engineer My initial C Eng application to IGE 2006. My academic shortfalls

30. Mentor and Me Mentor engagement 2006 (Colin Higgins) Starting my MSc in 2006 attainment in 2008 Attempted my synopsis April 2007 Synopsis accepted in January 2008 Mentee not meeting time scales

31. Conclusion Going forward without a mentor Synopsis approved - January 2008 2008 IGEM trained Mentor Technical Report started - January 2008 Final Technical Report submission - January 2011 (No formal Mentor) Pre-Interview - May 2011 Including some coaching (Mentoring) Technical Report Interview – July 2011 Professional Review Interview – October 2011 Elected as a Chartered Member – 10 th October 2011

33. The Technical Report Gordon Davies

34. Synopsis for the Technical Report Description of the project Demonstrating the candidate’s personal role and responsibility in the project Demonstrating the candidate’s personal understanding of underlying scientific and engineering principles and their application in the project

35. Template for Preparing the Synopsis Part 1: Contents List Part 2: Project Idea Statement: - - I will demonstrate my knowledge and understanding of the engineering principles for this project by … etc. Part 3: Personal Role Statement: - - I will describe my personal role and responsibilities in the project at the grade of my application, i.e CEng or IEng level … etc Part 4: Academic Level Statement: - - I will demonstrate my knowledge and understanding of the project to MEng or equivalent level for CEng and to BEng level or equivalent for IEng by … etc

36. KEY To indicate how you will demonstrate your understanding of scientific and engineering principles commensurate with the level of qualification required for the grade of membership being applied for

37. Synopsis and Technical Report examples are available on the table

38. Preparation of the Technical Report Professor Geoff Lloyd

39. Different Kinds of Reports Reports come in many different shapes and sizes. Their primary function is to: Inform Pursuade Recommend

40. Five cardinal principles underpin clarity of style and presentation, namely:- Accuracy Clarity Simplicity Logical Development A pleasing physical appearance of the report as a whole

41. Model for the Research Report Title Page Declaration Abstract Acknowledgement Contents Page List of Tables Introduction, Aims and Objectives of Research Literature Review Research Methodology Main Findings and Analysis Discussion Conclusions Recommendations (and further research) Bibliography (reference section) Appendices

42. Use of Footnotes in a Report Registration with CORGI was voluntary at first, where Gas Installers could join to gain support and information on standards, legislation and show their customers they were associated with the growing CORGI brand. Registration with Gas Safe is now compulsory for anyone wishing to attempt work on gas applicances and gas installations.

43. `I regret however that the Survey Officer who is responsible for the preliminary investigation as to the technical possibility of installing a telephone at the address quoted by any applicant has reported that owing to a shortage of a spare pair of wires to the underground cable (a pair of wires leading from the point near your house right back to the local exchange and thus a pair of wires essential for the provision of telephone service for you) is lacking and that therefore it is a technical impossibility to install a telephone for you at……’ ‘I regret to inform you that we are unable to install a telephone without considerable expense because there is no cable connecting your home to the main underground network and the local exchange’

44. ‘ I recorded basic information on how they used the tool in terms of the stroke, height and any force they applied. The data was recorded through observation and a stopwatch, so I took then sample times and I calculated the median value to prevent any distortion from the average.’ ‘Basic information as to how the tool in terms of the stroke, height and any force that was applied was through observation and by using a stopwatch. In total, ten sample times were taken and the median value calculated thus minimising any distortion from the average values.’

45. Preparation of the Technical Report As simple as ABC Accuracy Brevity Clarity

46. Checklist Have I kept to the original topic and covered all the main points? Have I gone into sufficient depth to demonstrate that I understand the underlying engineering principles and can apply them in a rigorous and logical manner? Are the points that I make relevant to the topic, argument or outcome? Have I supported my themes, calculations and arguments adequately by using relevant theory, examples and references? Have I set out my thought processes, what decisions I made and why?

47. Checklist Continued… Have I set out my thought processes, what decisions I made and why? Have I acknowledged all sources and references? Have I written clearly? Have I remained within the word count? Have I completed the authenticity statement to the papers?

48. Lunch Break

49. Assessment of the Technical Report And Approval Process James Sibley IGEM

50. Assessment Criteria Technical Skills Theoretical knowledge Summative Formative Innovation and ideas development Research background Career appraisal

51. Technical Report Interview Candidate submits completed application and Technical Report -Was it reviewed by the Mentor? -Does it meet the objectives set out in the agreed synopsis? Two Assessors appointed by IGEM -May include an Independent observer Initial review of Technical Report -Preliminary score given (Scoring discussed later) IGEM arrange Technical Report Interview if report deemed acceptable

52. The Interview Two trained Assessors - an independent observer may also attend Normally 1 - 1½ hours It is an academic test but informal - So try to relax! The Assessors have already deemed your report acceptable - It’s about showing you can communicate and you understand what you have written

53. The Interview Give a brief overview of your report and put it into a broader context (15 mins) Remember the Assessors want to establish that you understand and know about engineering principles relevant to your report Interview conclusions –Your opportunity to ask questions and clarify any points After the interview, Assessors complete scoring sheets

54. Methods of Assessment 4 Assessment Criteria Used A.Structure of report, creativity and referencing B.Written expression, definition, style, presentation and readability C.Evidence of theory and application of engineering principles to Bachelor level (IEng) or Masters level (CEng) D.Ability to handle issues and draw conclusions

55. Scoring A.Structure of report, creativity and referencing 1.Lacks structure, addresses topic in a limited manner, referencing inaccurate or incomplete. 2. Addresses the topic with some evidence of structure, some referencing and evidence of flair. 3.Addresses the topic in logical and structured manner, accurate research referencing and creativity demonstrated. 4.Clearly addresses the task in a structured and logical manner, good support documentation, highly creative.

56. B.Written expression, definition, style, presentation and readability 1.Meaning not always clear, lacks focus, presentation does not meet requirements. 2.Meaning and text reasonably clear, does not always make the point, evidence of logical style, presentation satisfactory. 3.Meaning clear, illustrated frequently in a logical manner, well presented and finished. 4.Meaning clear and fluent, originality in thought and expression, high standard of presentation.

57. C. Evidence of theory and application of engineering principles to Bachelor level (IEng) or Masters level (CEng) 1.Limited evidence of background knowledge and understanding, poor supporting theory, errors and inaccuracies, weak application. 2.Evidence of subject knowledge and understanding, no significant errors, limited development of theory, understands principles. 3.Adequate to good arguments and points, demonstrates understanding, no significant errors, good application. 4.Comprehensive development of ideas, clear evidence of understanding with sound application of principles.

58. D. Ability to handle issues and draw conclusions 1.Superficial relevance and limited comprehension, errors in judgments and misleading summary. 2.Some relevant issues are identified and discussed, shows comprehension, no significant errors or omissions, some conclusions drawn. 3.Relevant issues and problems identified and discussed with some analysis, good summary of lessons learned. 4.Relevant issues and problems identified and discussed with some analysis and synthesis, action plan identified.

59. Scoring Scoring system is used twice (a)Pre-Interview and (b) At Interview (a)Assessors will make an initial assessment for each of the criteria A to D, based on the Technical Report If the overall score is less than 8 the candidate is normally asked to revise and re-submit.

60. (b) At Interview Second assessment of criteria C & D made Applicants should normally score at least two 3’s and two 2’s (Total 10), including at least one 3 in C or D Successful applicants are invited to proceed to Professional Review Interview (N.B Not undertaken by the TR Assessors)

61. IGEM Approval Process IGEM

62. IGEM Approval Process Submit a completed corporate application form and a 500 word synopsis including a contents list Synopsis submitted to Academic Panel for approval Word limit of full Technical Report advised Prepare Technical Report and submit Two IGEM Assessors appointed Approve Technical Report? - Assess Technical Report - Attend Technical Report Interview Now meets qualification requirements!

63. Arbitration and Appeals Procedure Appellant - Written notice of intention within 4 weeks of receipt of notification IGEM - Membership Staff explain procedure of what constitutes grounds for appeal and request appeal fee of £30 Appellant - Within a further 4 weeks, written statement of grounds for appeal and supporting statements from sponsors

64. IGEM -Membership Staff refer the case to CEO -CEO conducts investigation and refers the case to Council -Council sets up an Appeals Panel of 2 experienced members not on the Membership Committee & not on the original Professional Review Panel -Panel review case and may interview candidate -Panel report the recommendation to Council -Council make a final decision

65. IGEM Decision –CEO conveys decision to Candidate Membership Department Membership Committee Apellant –Appeal successful – fee refunded & standard application route –Not successful – fee retained

66. Technical Report Clinic Questions & Answers Break out Groups Individual discussions as necessary

67. Workshop Review & Feedback

68. Purpose To clarify for current and potential CEng and IEng applicants who do not have the exemplifying qualifications, what is required to achieve a successful Technical Report as part of their application for professional registration

69. Desired Outcomes Understanding of the purpose and role of the Technical Report in the professional registration process Understanding of the IGEM Technical Report process and the support available from the Institution Understanding of the requirements for preparing and delivering a successful Technical Report Clarity on what Assessors expect of a Technical Report Potential candidates to have a clearer view on how to draft an appropriate synopsis Potential candidates are able to judge whether the Technical Report route is likely to be appropriate for them Feedback suggestions to improve the ECUK/IGEM process