CONTINUING PROFESSIONAL DEVELOPMENT (CPD) SCHEME Portfolio Learning Record Version 5 August 2011 www.bbts.org.uk
Welcome to the BBTS CPD Scheme Portfolio Learning Record. In this document you will find the following information: PREPARING YOUR CPD PORTFOLIO THE HPC STANDARDS Standard 1 Standard 2 Standards 3 and 4 Standard 5 APPENDIX 1 PROMPTS AND KEY PHRASES You will also find the following forms: BBTS CPD SCHEME PORTFOLIO: FORM 01 - PERSONAL DETAILS BBTS CPD SCHEME PORTFOLIO: FORM 02 CPD CONTENTS SHEET BBTS CPD Scheme Portfolio Form 02 CPD Contents Sheet (Continued) BBTS CPD SCHEME PORTFOLIO: SECTION 1 - SUMMARY OF WORK / RECENT PRACTICE: BBTS CPD SCHEME PORTFOLIO: SECTION 1 - CHECKLIST BBTS CPD SCHEME PORTFOLIO: SECTION 2 ACTIVITY SHEET
Preparing your CPD portfolio Copyright BBTS The HPC requires healthcare scientists to maintain a continuous, up-to-date and accurate record of their CPD activities. The BBTS has prepared this guide to help its members to assemble and continuously update a record or portfolio that will support the Health Professions Council (HPC) mandatory requirements. Full details of the registration requirements are found on the HPC website http://www.hpcuk.org/registrants/cpd and it is strongly recommended that members take time to regularly familiarise themselves with the advice and documents located on this site. However, the guide below and attached documents provide a simple introduction to how a portfolio should be set up and maintained. If a registrant is called for a HPC audit, then they will have to submit to the HPC a profile that sets out: 1. A summary description of their role and the type of work they do; 2. A personal statement setting out how the first four HPC CPD standards are met, with particular emphasis on the third and fourth standards; 3. A summary of all the supporting documents that have been sent with the profile. The HPC requires all of these three elements in the profile to have been satisfactorily completed. If not, the HPC will require a revised submission, and ultimately could remove the registrant from the register. Example profiles will be found on http://www.hpcuk.org/registrants/cpd/sampleprofiles/.
The HPC standards The five standards are listed below, and against each one we have attached a number of actions recommended by the BBTS that will both support the portfolio and will make the submission process more straightforward if the registrant is called for audit. It is important to note the difference between activities, and types of activities (called activity types below for brevity). Refer to the Portfolio Section 1 - Checklist for examples. Standard 1 Standard A registrant must maintain a continuous, up-to-date and accurate record of their CPD activities BBTS recommendations 1. Complete Section 1 of the BBTS Portfolio on an annual basis, or whenever you change your job. Attach a copy of your Knowledge and Skills Framework (KSF) personal development plan if you think that this would be helpful. 2. Make additions to the BBTS Portfolio Section 2 on an ongoing regular basis. Refer to Portfolio Section 1 Checklist of this document for an aide-memoire of the kinds of activities that could be included (the list is not exhaustive). Add documentation evidence to support the entry, e.g. abstract, minutes of meeting, conference attendance certificate, reflective notes as it may be difficult to locate these at a later date. 3. Wherever possible, make additions to your portfolio during or immediately following the activity recorded. We recommend that at least one substantial entry should be made each month in your portfolio. 4. Unless your request otherwise, the BBTS will send you prompt emails on a regular basis to remind you about completing your portfolio. Don t ignore them! 5. Send a copy of your Contents Sheet (Form 02) to the BBTS office when requested. This will encourage you to maintain a balanced portfolio annually.
Standard 2 Standard A registrant must demonstrate that their CPD activities are a mixture of learning activities relevant to current or future practice BBTS recommendations 1. Look at the five types of activity listed in Portfolio Section 1 - Checklist. Aim to record activities of each type in your portfolio. The minimum number of activity types that you must normally submit if requested is three, although two may be acceptable if you explain why and you can show that all activities are relevant to your current practice. Note that, for example, attending a conference and undertaking an accredited course do not count as two different activity types. 2. Update the Contents Sheet provided in your portfolio for every activity added to Section 2 of your portfolio. This will make compiling a profile much easier. 3. Record a tick in the checklist (also in your portfolio) whenever you complete a different activity in your portfolio, this will provide you with a visual guide to whether you are undertaking a mixture of learning activities as required by the standards. Start a new checklist every year. Standards 3 and 4 Standard A registrant must seek to ensure that their CPD has contributed to the quality of their practice and service delivery. A registrant must seek to ensure that their CPD benefits the service user. BBTS recommendations 1. Read the examples of the profiles on the HPC website to get a feel for the way in which the personal statement should be set out, and the evidence required, should the HPC request that you submit your profile. 2. It is insufficient to just list activities (e.g. conference attendances, or aspects of your job) in your profile if requested, so ensure that your entries include a description of how benefits to practice, service delivery and service user have been achieved. 3. Remember that reflective writing is a powerful tool in providing evidence to the HPC about these benefits. Again looking at the checklist in Portfolio Section 1, ensure that you include in your portfolio at least three pieces of reflective writing each year. This is important evidence in profiles submitted to the HPC, and it is essential that you undertake reflective work while an activity is fresh in your mind. Aim for at least one piece of reflective writing each year for each activity type that you are recording. If you are recently registered and/or newly employed, reflective writing is likely to contribute to a greater proportion of your portfolio. 4. Look at Appendix 1 and see whether any of these phrases are relevant to your activities. Use them as prompts to describe, in your own words, benefits to practice, service delivery and service user.
Standard 5 Standard A registrant must present a written profile containing evidence of their CPD upon request. BBTS recommendations 1. Check out the HPC website at http://www.hpc-uk.org/registrants/cpd/audit/ and http://www.hpc-uk.org/registrants/cpd/profile/. 2. Unlike standard scientific practice, always write your profile in the first person, e.g. I participate in a wide range of activities, attending this course gave me an understanding, and so on. 3. If a profile is requested by the HPC, use your checklist and contents page to pick out about 6 12 activities in your portfolio, with examples from each activity type that you have listed. Ensure that you have some documented evidence that you can copy and send to the HPC to show them that you have undertaken this activity. Include suitable comments in your statement, against standards 3 and 4, to indicate how these activities have contributed to practice, service delivery and service user benefits. 4. Look at Appendix 1 and see whether any of these phrases are relevant to your activities. Use them as prompts to describe in your portfolio, in your own words, benefits to practice, service delivery and service user. The BBTS also recommends: You discuss with your manager, preferably on a regular basis, how you are meeting your CPD, and whether you feel that your personal development plan needs to be expanded. Remember that CPD is your responsibility, not your manager s. Most activities that will qualify for HPC CPD will normally feature in your everyday job.
Appendix 1 Prompts and Key Phrases Maintains / improves / supports my knowledge base Extends / widens my knowledge base Extends / widens my experience Ensures I have the necessary knowledge Extends / improves my knowledge Gives me a better understanding Ensures I have the necessary skills Improves / enhances the service delivery Increases the efficiency of the service Maintains / improves quality standards Supports the regulation / inspection / accreditation Maintains / improves health and safety Ensures / assures the safety of blood Ensures / assures the safety of the service Improves the service experienced by users / patients / clinicians Develops my / others professional practice Improves my / others professional practice Widens scope of my / others professional practice Maintains professional standards Helps / benefits / supports other healthcare professionals in their practice The benefit to practice is The benefit to service delivery is The benefit to the service user is Is an example of best practice Is patient- focused
BBTS CPD Scheme Portfolio: Form 01 - Personal details Please complete this section for your own records, and so that your portfolio can be returned to you should you misplace it. Name: Profession: Address: Telephone: Email: Please maintain a record of your work history from the date on which you enrolled on the BBTS CPD Scheme onwards. Job title: Dates From: To: Employer: Job title Dates From: To: Employer Job title Dates From: To: Employer Job title Dates From: To: Employer HPC Registration Number BBTS Membership Number Dates and method of submission to BBTS Form 02 Contents Sheet: 1. 2. 3. 4. 5.
For office use only BBTS CPD Scheme Portfolio: Form 02 CPD Contents Sheet Every person registered with the BBTS CPD scheme must submit a Contents Sheet for the period 1st April 31st March. This may be sent by email to bbts@bbts.org.uk or posted to the BBTS office. Contents Sheets should be completed and returned before 1st June. Update this form with every activity that you add to section 2 of your portfolio Please complete form using black or blue ink. Ensure you sign and date the form before sending. Name: BBTS membership number: Activities for the 12 months from: Date Activity (brief description) Activity type* Hours spent BBTS Office Use * WBL = Work-based learning PA = Professional activity FE = Formal / Educational SDL = Self-directed learning Oth = Other Total WBL Hours: Total PA Hours: Total FE Hours: Total SDL Hours: Total Hours Overall: Signature: Date:
BBTS CPD Scheme Portfolio Form 02 CPD Contents Sheet (Continued) Name: BBTS membership number: Activities for the 12 months from: Date Activity (brief description) Activity type* Hours spent BBTS Office Use * WBL = Work-based learning PA = Professional activity FE = Formal / Educational SDL = Self-directed learning Oth = Other Total WBL Hours: Total PA Hours: Total FE Hours: Total SDL Hours: Total Hours Overall:
BBTS CPD Scheme Portfolio: Section 1 - Summary of Work / Recent Practice: For the 12 months from: Where relevant, you should attach your job description here for reference. In a maximum of 500 words, describe your main responsibilities, identify the specialist areas you work in and identify the people you communicate and work with most. Include brief descriptions of recent additions / changes to your job role and other areas of professional practice in which you have been involved.
Work-based learning Copyright BBTS BBTS CPD Scheme Portfolio: Section 1 - Checklist For the 12 months from: Insert a tick for each activity and each reflective learning exercise for which you have completed an activity sheet in this 12 month period Activity type Activity Example Inclusion in portfolio Reflective learning Learning by doing Acting up for blood bank supervisor Writing an SOP e-learning modules Case study Providing blood for a patient with an unusual antibody found during routine screening An antenatal patient with a clinically significant antibody Provision of blood for a baby who has received an IUT Clinical audit Review and reflect on your hospital participation in the National Comparative Audit scheme Coaching from others Coaching from lab manager on project management Developing a validation plan with support from the quality manager Discussions with colleagues Dealing with blood group analyzer breakdown during a busy period Discussion of NEQAS report Discussion of emergency planning exercise/communication Peer review Gaining / learning from experience Investigating a problem antibody for the first time Ab ID with multiple antibodies Preparing components to support a massive haemorrhage situation Involvement in wider work of employer Involvement in a working group considering blood collection Working with the TP Work shadowing Undertaken as part of KSF PDP Secondment Volunteered during critical staff shortage in a different department Job rotation Reflective learning on benefit to service / patients of my job rotation during last year Journal club Giving a personal critique of the SHOT report to colleagues In-service training Being trained and assessed to a new SOP New analyser Supervising staff /students Reflective writing on supervising a new trainee in the blood bank Visiting other departments and reporting back Visiting a new process in a different blood centre and summarising for manager Seeing how cell salvage works Expanding my role Analysing significant events Participating in writing a SABRE report to the MHRA Recall of components by blood service Filling in self assessment questionnaire Project work Project managing the introduction of a new flow cytometer Other learning activities evidenced in KSF Other
Other Self-directed learning Formal / educational Professional activity Copyright BBTS Activity type Activity Example Inclusion in portfolio Reflective learning Involvement in professional body Member of BBTS Council Membership of a specialist interest group Member of BBTS Blood Bank Technology committee Lecturing or teaching Invited by local university to give a lecture on antibody quantification in HDN Mentoring Critical reflection on mentoring a member of staff in my manager role Being an examiner Examining BBTS Specialist Certificate papers Being a tutor Branch meeting Organising journal club / specialist group Organising blood bank journal club Maintaining or developing specialist skill Nominated as laboratory flow cytometer expert Being an expert witness Asked for professional opinion on a scientific matter Membership of other professional body or group Member of ACS Giving presentation at conference Spoke at BBTS ASM SIG Organising accredited course Supervising research Supervising MSc project Being a national assessor Being promoted Other Courses Further education Research Attending conference Writing article or paper Going to seminars Distance learning Course accredited by professional body Planning / running a course Other Reading journals / articles Reviewing book or article Updating knowledge through internet / TV Keeping a file of my progress Other Public service Voluntary work Courses Other
BBTS CPD Scheme Portfolio: Section 2 Activity Sheet For the 12 months from: Use one of these sheets for each activity that you record as part of your portfolio Date(s) of activity: Brief description of the activity: Activity type (please circle): WBL Work-based Learning PA Professional Activity FE Formal / Educational SDL Self-Directed learning Other Documentary evidence attached (please circle): Yes / No Benefit to practice, service delivery and/or service user: As a guide, approximately one to two paragraphs here will usually be sufficient. However, where it is intended that this entry will be written in a reflective style, the entry should be longer. Aim to complete at least 2,500 words of reflective writing on an annual basis, e.g. three pieces of 500 1000 words each.