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Preceptorship Policy v1
Policy No: OP91
Version: 1.0
Name of Policy: Preceptorship Policy
Effective From: 21/12/2016
Date Ratified 15/11/2016
Ratified Nursing and Midwifery Forum
Review Date 01/11/2018
Sponsor Deputy Director of Nursing, Midwifery and Strategy
Expiry Date 14/11/2019
Withdrawn Date
Unless this copy has been taken directly from the Trust intranet site (Pandora) there is no assurance that
this is the most up to date version
This policy supersedes all previous issues
Preceptorship Policy v1 2
Version Control
Version Release Author/Reviewer
Ratified
by/Authorised
by
Date Changes
(Please identify page no.)
1.0
21/12/2016 Ami Jackson Nursing and
Midwifery
Forum
15/11/2016
Preceptorship Policy v1 3
Contents
Contents
1. Introduction ............................................................................................................................................... 4
2 Policy scope ............................................................................................................................................... 4
3 Aim of policy .............................................................................................................................................. 4
4 Duties (roles and responsibilities) ............................................................................................................. 5
5. Definitions ................................................................................................................................................. 5
6. Main Body of the policy. ............................................................................................................................ 6
7 Training ...................................................................................................................................................... 8
8 Equality and diversity ................................................................................................................................ 8
9 Monitoring compliance with the policy..................................................................................................... 9
10 Consultation and review ........................................................................................................................ 9
11 Implementation of policy (including raising awareness) ....................................................................... 9
12 References ............................................................................................................................................. 9
Appendix 1 ....................................................................................................................................................... 10
Appendix 2 ....................................................................................................................................................... 11
Appendix 3 ....................................................................................................................................................... 12
Appendix 4 ....................................................................................................................................................... 14
Appendix 5 ....................................................................................................................................................... 15
Appendix 6 - Equality Analysis .......................................................................................................................... 16
Appendix 7 Occupational Therapy Guidance .................................................................................................. 20
Preceptorship Policy v1 4
Preceptorship Policy
1. Introduction
1.1. Gateshead Health NHS Foundation trust is committed to provision of high quality healthcare in to
patients, visitors, local community and members of staff. The Trust recognizes that one of the key
factors that influence the quality of care received is the skill and knowledge of the frontline staff
who deliver that care.
1.2. The transition from student to an autonomous, accountable practitioner has long been recognized
as a challenging time. Newly registered practitioners who manage the transition successfully are
able to provide effective care more quickly, feel better about their role and are more likely to
remain within the profession (DOH 2010).
1.3. Health Education England (2015) describes the purpose of preceptorship as a process “to support
the transition of newly qualified nurses, midwives, allied health professionals including healthcare
scientists and pharmacists who are new to the NHS to develop the competence and confidence to
function as an effective independent healthcare professional who is able to deliver high quality
evidenced based care for patients, clients and service users”. In order to support and guide the
newly qualified practitioner through their first 6 – 12 months in practice and begin the process of
professional development the trust has developed a preceptorship framework.
1.4. This policy requires managers to provide a period of support for new registrants and it should be
used in conjunction with the Trust CONTACT Appraisal Policy (PP37).
2 Policy scope
2.1 This policy relates to all newly registered Practitioners including , nurses , midwives, and those
returning to practice after a break of five years or more, allied health professionals, non-medical
scientists and pharmacists (who, for the purpose of the this document from here on will be
referred to as preceptees) who are eligible for preceptorship on condition that they have:
• Successfully completed a period of education and training for a professional
qualification
• Hold a valid professional registration with the relevant/professional regulatory body.
• All registered practitioners who are undertaking a “Return to Practice” course following
a break of five years or more.
• Professionals who are entering a new part of the register.
2.2 The policy meets the requirements of the DOH Preceptorship framework for newly registered
Practitioners (Preceptees). The beginning of a newly qualified practitioner's career can be a
challenging time. Initial experiences can shape how they develop in their career. To ensure the
best possible start for newly qualified Registrants including nurses, midwives and allied health
professionals, a quality preceptorship programme is essential. (NHS Employers 2014)
3 Aim of policy
3.1 This policy provides a system for ensuring that all (Preceptees) are provided with a period of
preceptorship as outlined in HEE (2015) standards (Appendix 1) that is consistent for all staff
within its scope.
Preceptorship Policy v1 5
4 Duties (roles and responsibilities)
4.1 The Trust Board
The trust board has ultimate responsibility for providing effective healthcare services to Patients.
They are responsible for ensuring that there is support available to staff to ensure the safety and
well-being of patients in our care.
4.2 Business Unit Managers and heads of service
Business unit managers and heads of service are responsible to the trust board for ensuring policy
Implementation.
4.3 Line manager
It is the line manager’s responsibility to ensure all staff eligible to undertake a period of
preceptorship; compliance is monitored and understands how this policy applies to them. They
should ensure that profession specific processes are in place to support the implementation of
this policy and that documentation is available to record successful completion.
4.4 The Preceptor
The Preceptor has a responsibility to support the new registrant during their preceptorship period
providing guidance and support and to facilitate learning in practice. They provide regular
feedback against agreed development needs, and competencies and opportunities for supervision
in practice. They contribute where appropriate to required documentation.
4.5 Preceptee
An effective preceptorship period is dependent on mutual agreement and two way discussion
between the preceptee and their preceptor. Preceptees are required to participate fully in the
preceptorship process and have shared responsibility for identifying and agreeing their learning
and development needs. They are required to maintain a portfolio which will demonstrate their
achievements over their preceptorship period and, where appropriate, should align with their
regulatory body requirements.
5. Definitions
5.1 Preceptorship is defined as a process
5.2 “To support the transition of newly qualified registrants (Preceptees) including nurses, midwives,
allied health professionals including healthcare scientists and pharmacists who are new to the
NHS to develop the competence and confidence to function as an effective independent
healthcare professional that are able to deliver high quality evidenced based care for patients,
clients and service users”
(Health Education England 2015)
5.3 This process can also be used for registered practitioners who are “returning to practice” after a
break of five years or more or who are entering a new part of the register.
5.4 The DOH (2010) states that Preceptorship is not an additional period in which another registrant
takes responsibility and accountability for the newly registered practitioners responsibilities and
actions (i.e. it is not a further period of training). The role of the preceptor should not be confused
for example with that of a mentor to a pre-registration student nurse, midwife, allied health
professionals including healthcare scientists and pharmacists. It is not intended to replace
employer induction processes neither should it be used as a vehicle for performance
management.
Preceptorship Policy v1 6
5.5 Preceptee
5.5.1 A preceptee is a newly qualified registered practitioner (preceptee) including nurse,
midwife, ODP, allied health professional, medical scientists, pharmacist or registrant
returning to work after a break of five years or more, or someone who is entering a new
part of the register.
5.6 Preceptor
5.6.1 A preceptor is a practitioner who has consolidated experience within the same or
associated field of practice as the preceptee and who provides support and guidance to a
new registrant over the course of their preceptorship period. Preceptors must hold a
relevant professional registration; they should have a minimum of 12 months experience
within the same or associated clinical field. They should demonstrate a commitment to and
aptitude for the role (It should be noted that for some staff groups additional
5.6.2 Standards may be required e.g. Nurses and midwives should have undertaken an NMC
approved learning and assessment program).
5.7 Preceptorship Facilitator/ Professional Lead Role within each department
5.7.1 A preceptorship facilitator/lead is an experienced qualified registered professional, who
has a key role in ensuring the delivery of a robust preceptorship process within their
professional group. They act as a resource to ward/dept. managers, preceptors in relation
to preceptorship requirements, and provide pastoral support and guidance to preceptees.
6. Main Body of the policy.
6.1 The Preceptorship Process.
6.1.1 The line managers within each department are responsible for ensuring that the newly
qualified registrant (preceptee) has access to education days as part of the preceptorship
process to enrich learning and development within practice.
6.1.2 All preceptees will be allocated a preceptor within the first day of commencing their new
role. It is expected that the preceptee and preceptor will clearly set specific target for
achievement. These targets should be realistic, relevant and attainable within the new
registrant’s scope of practice.
6.1.3 The preceptee will receive orientation into the clinical /non clinical area, aligning with the
staff and management structure to the workplace, as guided in the trusts local induction
handbook.
6.1.4 The preceptee will undertake an initial CONTACT appraisal, undertaken by his or her line
manager or designated deputy, within one month of commencing employment.
6.1.5 An initial interview, three month review and six month review with the preceptor and
preceptorship facilitator/lead role will take place in order to support and clearly monitor
the new registrants review.
6.1.6 Throughout the preceptorship period the preceptee will record and provide evidence of
progress and achievements in a professional portfolio provided by each individual area.
6.1.7 The preceptorship facilitator/Professional lead role within each Department should be
responsible for the information held on each preceptee and will include the monitoring/
Preceptorship Policy v1 7
tracking of new registrants from their appointment through to the completion of their
preceptorship period.
6.1.8 Each Profession may choose to provide additional education that is specific to support the
new registrants transition period providing it aligns to the current standards.
6.1.9 Outline the responsibilities of the role of the preceptor and preceptee with regards to the
necessary requirements for support during the preceptorship period.
6.1.10 The Trust will provide a framework to engage and enable preceptees to:
• Apply and develop knowledge, skills and values already embedded in the individual
professional.
• Develop specific competencies that relate to the preceptees role
• Access support in aligning the preceptee to the values and expectations of the
profession
• Provide evidence of reflection in relation to core competencies/personal reflection
and receive constructive feedback.
• Provide evidence of a personal development plan that includes post registration and
record progress in preparation for 6 month appraisal.
• Preceptee takes responsibility for their individual learning and development,
continuing professional development (CPD) and revalidation.
• Understand the difference between additional Educational Days and Preceptorship in
practice.
• Quality Assurance process will be adhered to when the preceptorship period is
successfully completed to monitor, learn and improve the delivery of this
programme.
6.2 Failure to achieve competency standards
6.2.1 A preceptee that fails to achieve the required standard of competency after the
individuals six month CONTACT appraisal will be managed (dependent upon the
preceptees circumstances and at the line manager’s discretion) under the
Probationary Policy pp49 or Managing Performance Policy pp50.
6.2.2 Under Professional registration Policy pp41, If there are any concerns that that
the registered healthcare professional poses a threat to patients, staff or other
users of the trusts services and/or facilities, then consideration must be given to
making a request for an alert notice to be issued and/ or referring or taking
advice on referring to the appropriate professional body. (See appendix 5 For
Guidance for the completion of Safe medicate intravenous drug administration
program.)
6.3 Re -commencement of Preceptorship
6.3.1 In the event of absence of more than one calendar day per month, for whatever
reason, (including sickness absence, maternity leave) during the preceptorship
period, the preceptorship period should be suspended until the employee is able
to return to work, at which point the preceptorship period will re-commence, to
ensure that a full six months of work is measured and the expected standards
have been met.
Preceptorship Policy v1 8
6.4 Managers need to ensure:
6.4.1 That all staff covered by this policy is allocated a preceptor.
6.4.2 The preceptor and preceptee are able to work together on a regular basis.
6.4.3 National and local policy is adhered to in relation to appraisal at 6 and 12 months,
in conjunction with the Trust CONTACT Appraisal Policy (PP37).
6.4.4 Quality Assurance checklists must be agreed and completed by the preceptee and
preceptor when signing off core and area specific competencies. This then needs
to be verified by the preceptorship facilitator/Professional lead role within
individual department areas, to ensure the ongoing quality of the programme.
Appendix 3 of policy.
6.4.5 A preceptees progress is reviewed regularly and aligns with health Education
England standards in Appendix 1 of the policy.
6.4.6 There are appropriate systems in place to address if a preceptee/preceptor
relationship appears to be failing.
6.4.7 Managers should review the effectiveness of the implementation of this policy
and take appropriate action when they become aware of any acts or omission
that contravenes it.
6.4.8 They should support preceptorship as an integral part of patient care and staff
Development.
7 Training
7.1 This policy is available to all staff via the trust intranet. All Managers should familiarise
themselves with the content of this policy, seeking guidance on implementation from
professional leads and Human resources.
8 Equality and diversity
8.1 The trust is committed to ensuring that, as far as is reasonably practicable, the way we treat
members of staff does not discriminate against individuals or groups on the grounds of any
protected characteristic as identified in the equality act (2010). This policy will enable
managers and members of staff to consider modification or allowances to take into account
diversity issues such as culture, age, disability, gender reassignment, marriage or civil
partnership (in employment only) pregnancy and maternity, race, religion or belief, sex and
sexual orientation.
Preceptorship Policy v1 9
9 Monitoring compliance with the policy
Standard/process/issue Monitoring and audit
Method By Committee Frequency
Monitoring to
Ensure preceptorship
Programs are
Successfully completed
Where relevant.
Approved
Preceptorship
Audit tool
Preceptorship
Facilitator
/Professional
lead
Nursing &
Midwifery
Forum
Annually
10 Consultation and review
10.1 All Healthcare professionals with experience of implementing Preceptorship have been sought
in the development of this policy.
11 Implementation of policy (including raising awareness)
11.1 This policy will be circulated by the trust secretary as detailed in OP27 policy for the
Development, management and authorization of polices.
12 References
� Nursing and Midwifery Council (2006).Preceptorship guidelines. NMC Circular 21/2006, published 4
October 2006.www.nmc-uk.org/aDisplayDocument.aspx? document ID=2088
� DOH preceptorship framework (2010) www.//hee.nhs.uk
Preceptorship Policy v1 10
Appendix 1
Health Education England Preceptorship Standards
The organisation has a preceptorship policy, which has been formally approved by the appropriate
Education Governance structures.
There is an organisational wide lead for preceptorship
There is a structured preceptorship programme that has been agreed by the Executive Nurse and other
professional leads given preceptorship should be available for all new registered practitioners.
The organisation facilitates protected time for preceptorship activities
There is a clearly defined purpose of preceptorship that is mutually understood by preceptors and
preceptees
Preceptorship is informed by and aligns with the organisational appraisal framework
Preceptors have undertaken training and education that is distinct from mentorship preparation
There is a central register of preceptors
Systems are in place to identify all staff requiring preceptorship
Systems are in place to monitor and track newly registered practitioners from their appointment
through completion of the preceptorship period
Every newly qualified nurse/midwife/allied health professional has a named preceptor allocated from
first day of employment
Preceptorship is tailored to meet the need of the individual preceptee
The preceptee undertakes a transitional learning needs analysis
Preceptorship is monitored and evaluated on a scheduled basis
A range of relevant skills training and assessments are available to meet the needs of preceptees
Action learning, group reflection or discussion are included in the preceptorship process
Preceptees contribute to the development of preceptorship programmes
The preceptorship programme includes the following elements:
1. Accountability
2. Career development
3. Communication
4. Dealing with conflict/managing difficult conversations
5. Delivering safe care
6. Emotional intelligence
7. Leadership
8. Quality Improvement
9. Resilience
10. Reflection
11. Safe staffing /raising concerns
12. Team working
13. Medicines management (where relevant)
14. Interprofessional learning
Preceptorship Policy v1 11
Appendix 2
The effective attributes of a preceptor are defined by DOH (2010) as:
� Giving constructive feedback
� Setting goals and assessing competency
� Facilitating problem-solving
� Active listening skills
� Understanding, demonstrating and evidencing reflective-practice ability in the working
environment
� Demonstrating good time-management and leadership skills
� Prioritising care
� Demonstrating appropriate clinical decision-making and evidence-based practice
� Recognising their own limitations and those of others
� Knowing what resources are available and how to refer a newly registered practitioner
Appropriately if additional support is required, for example, pastoral support or occupational
Health services
� Being an effective and inspirational role model and demonstrating professional values, attitude and
behaviours
� Demonstrating a clear understanding of the regulatory impact of the care that they deliver and the
ability to pass on this knowledge
� Providing a high standard of practice at all times.
Preceptorship Policy v1 12
Appendix 3
Preceptorship Quality Assurance Checklist
Group: Preceptee Name: Ward/Dept
Outcomes Suggested Evidence Y/N A PF
Attendance at corporate
induction and completion of
local induction
Attendance certificate and copy of local sign off
sheet
Initial CONTACT Appraisal as
per trust Policy
Date and documentation
Attendance at 6
preceptorship study days.
Dates attended
AIM certificate
Preceptorship support and
relevant documentation
*R – Final Interview form
will provide evidence of
feedback for re-validation.
Named preceptor identified on day 1.
Documentation -
• Support mechanisms and initial discussion
• Progress reports x 4
• Final Interview
Signed and dated progress reports by
preceptor/preceptee.
Interim review by preceptorship facilitator.
Do dates progress over 6 months?
Learning needs have been
identified,
Discussed and documented?
RAG rated competencies
Completed learning contracts.
Has achievement of
competencies been clearly
documented
Preceptorship core competencies signed off.
Evidence from progress reports, reflection,
Have specialty specific competencies been identified
and achieved.
Have key clinical skills
competencies been
achieved?
Safe – medicate - tablets/liquids □
Medicines Management □
Safe-medicate – IV drugs □
IV/SC fluids □
VTE □
NEWS and deteriorating patient □
Blood transfusion □
Medical devices □
ANNT □
Catheterisation □
MRSA Screening □
Specialty specific competencies been identified and
achieved. □
Preceptorship Policy v1 13
Please List:
Reason for non-achievement
Documented □
Are there annotation
/reflection on study
days/sessions that
demonstrates learning?
*R
Please comment
Is there a minimum of 3
reflective accounts on
practice that are linked to
the CODE?
*R
Please comment
Does the portfolio content
demonstrate appropriate
progression during the
preceptorship period??
Please Comment:
Learning Contract
Competencies
Feedback from CONTACT Interim review.
Portfolio shows appropriate level of progression YES / NO
Further Action Required Yes/NO
Assessor Signature – Ward sister/nominated deputy. Date:
Preceptorship Facilitator Signature: Date:
A - Assessor C- Confirmer *R - link to revalidation
Preceptorship Policy v1 14
Appendix 4
Nursing Preceptorship Flowchart
Prior to Newly Qualified Nurse Commencing employ ment it is the Ward Managers/Nominated deputy’s responsibility to alloc ate Preceptor .
Preceptor & Preceptee will meet within the first we ek and complete the initial interview, agreed and signed learning objectives wi thin their learning &
development portfolio. This is to ensure the prece ptee is prepared for their one month appraisal. The Preceptee will receive a local induction workbook be able to provide documentary evidence to support this at their appraisal/ CONTACT.
At 1 month an initial appraisal/ CONTACT must take place and be documented. Verification of the local induction workbook to be completed at this point.
At three months, a review should take place with the P receptor, Preceptee & the Preceptorship Facilitator. To review progress and h elp to support with any
concerns or issues either party may have. Appropria te documented action plans and evidence must be completed at this point.
(N.B The Preceptorship Facilitator is available at any time for any advice or additional support Preceptors & Preceptees may requ ire.)
Regular discussions should take place to review progress a minimum of once per month. Preceptorship focus groups are also avai lable for Preceptees to
attend in a peer group environment. It is advisable that the Preceptees attend a minimum of two sessions over the six month period.
At six months the final review meeting must be comp leted and signed off by the Preceptor, all core and area specific competencies should be signed off and achieved by this point in preparation for the six m onth appraisal/CONTACT. Quality assurance checklists must be completed by l ine manager or nominated deputy to ensure evidence has been confirmed. This is then verified by the Preceptorship Facilitator.
It may be necessary in certa in circumstances to extend the P receptorship period; this must be agreed with the line manager, preceptor and preceptee. This should not be a time for surprises for the Precepte e if performance management
is in question .
Preceptorship Policy v1 15
Appendix 5
Process For completion of Safe Medicate Programme
The Preceptee will be issued with a Safe medicate l icence during the first week of the preceptorship education days, via the precep torship facilitator. Safe
medicate assessment must be completed within 3 mont hs of commencement of new role
There is a taught session on the use of the safe me dicate programme. It is at this session the Preceptees are reminded of their profes sional requirements and responsibility that as part of the trusts quality a ssurance Process. (N.B Safe
medicate is a mandatory requirement, any failure to knowingly not complete this can result in performance management action.
The preceptorship facilitator Monitors each precept ees attempts at safe medicate. There are unlimited attempts at this prog ramme; the Preceptee must achieve a pass rate of 100%. The preceptorship fac ilitator will verify this and a
certificate will be given.
The preceptee must complete their intravenous asses sment within the first 3 months of commencement of their new role.
This must be accompanied by the medicines managemen t workbook and Competency based assessment booklet and signed off by the preceptor, before
the Preceptee is able to administer intravenous med ications.
Preceptorship Policy v1 16
Appendix 6 - Equality Analysis
Equality Analysis is a process of systematically analysing a new or existing policy or service to identify what impact or likely impact it will have on different
groups within the community. The primary concern is to identify any discriminatory or negative consequences for a particular group or sector of the
community. Equality Analysis can be carried out in relation to service delivery as well as employment policies and strategies.
This template has been developed to use as a framework when carrying out an Equality Analysis on a policy, service or function. It is intended that this is
used as a working document throughout the process, with a final version being published on Gateshead Health NHS Foundation Trust website.
1) Policy / function details
Preceptorship Policy
Directorate: Nursing Administration
Department/Service: Practice development team : Lead: Ami Jackson Preceptorship facilitator
Details of people involved in the policy / function development or review
Head of research and effectiveness Nurse, Practice placement facilitator, preceptorship Facilitator , Task
and finish group for allied health professionals.
Start date
Name of policy / function Preceptorship policy
Scope of the policy / function The preceptorship policy has been developed in support of All Newly qualified
registrants during their first 6-12 months of practice Aligning with health
education England’s preceptorship standards (2015).
Is it a new service/policy or review of an existing one? Is it a
national requirement? Purpose of policy / function The delivery of this programme is primarily delivered within the practice setting supported by the preceptor and
line manager. In conjunction with education days coordinated by the preceptorship facilitator /Professional lead
role. The education days are tailored specifically to each individual health professional’s scope of practice.
What are the aims or intended outcomes?
Do the aims of this policy link to or conflict with any other policies of the Trust?
2) Stage Two: scoping and analysing equality information
List the sources of evidence you have for different people from each protected group (age, disability, gender reassignment, marriage and civil partnership,
pregnancy and maternity, race, religion or belief, sex, sexual orientation? Use qualitative or quantitative data, research or reports
Source of information
DOH Preceptorship Framework (2010)
It is critical that all newly registered practitioners have equitable access to preceptorship, as well as equitable
experiences and outcomes from the process.
Preceptorship should be barrier free; it is important that the transition from student, or arrangements to support new
registrants following other routes, supports and promotes the individual’s equality of opportunity. Preceptorship seeks
to build confidence in the delivery of the role an individual has been employed to do and should empower them to give
safe, competent, high-quality care using the human rights principles of fairness, dignity, equality, respect and autonomy.
Preceptorship arrangements should give due regard to individual difference and respond accordingly, taking all
reasonable steps to ensure that adjustments are made according to need and requirement. Differentials should be
considered and planned for in anticipation of need against an equitable outcome standard. The legal obligations to
comply with the duties around race, disability and gender should be assured through equality impact assessments of the
individual sites’ preceptorship programmes.(DOH 2010)
There is legal duty on NHS
organisations to involve people and
their representatives in decisions
about services.
Provide details of feedback from
people who are affected by the
policy/ function, and any
consultation or engagement
activities undertaken:
What were the key findings?
The legal obligations to comply with the duties around race, disability and gender should be assured through equality
impact assessments of the individual sites’ preceptorship programmes. (DOH 2010)
Does the evidence suggest the policy / function affects or is likely to affect any of the following groups differently (either positively or negatively)
The evidence does not suggest that this policy or its function is likely to have any differential impact or effect any of the following groups.
Age Not applicable
Disability Not applicable
Gender reassignment Not applicable
Marriage and Civil Partnership Not applicable
Pregnancy and maternity Not applicable
Race Not applicable
Religion or belief Not applicable
Sex Not applicable
Sexual orientation Not applicable
If there is a greater effect on one group,
is that consistent with the policy aims?
Not applicable
How does the policy / function meet the aim
to promote equality of opportunity on the
grounds of …?
Not applicable
How does the policy /function meet the aim
of eliminating discrimination on the grounds
of …?
Not applicable
How does the policy / function meet the aim
of fostering positive relations between
people of different groups?
Not applicable
To apply core human rights values, such as
equality, dignity, privacy, respect and
involvement, to all organisational service
planning and decision making
Not applicable
3) Stage Three: monitoring and review
No major change: Not applicable
Adjust the policy – Not applicable
Continue the policy – Not applicable
Stop and remove the policy Not applicable
How will you monitor the
impact of the policy /
function?
Not applicable
Policy Sponsor
Approving Committee
Date of approval
Appendix 7 Occupational Therapy Guidance
PRECEPTORSHIP
Named Preceptor: Named Preceptee:
First rotation service area : Dates:
Service Overview :
Abridged Curriculum Vitae:
SWOT analysis:
External Internal
Po
siti
ve
Opportunities: Strengths:
Ne
ga
tiv
e
Threats/Barriers: Weaknesses:
OBJECTIVES
Objectives set & reviewed C1 C2 C3 C4 C5 C6 HWB 2 HWB 4 G 1 Evidence description and page no
Sign when completed:
Section Completion date Signed preceptor Signed preceptee
CV service overview and SWOT analysis
Objectives
Evidence
Evidence Portfolio: Remove this page
The following are examples of how to present the evidence in your portfolio once you have read it remove from
your portfolio- you may wish to retain it as a reference
Evidence Collection Guidance
Over the course of your preceptorship you will be expected to gather a range of evidence that will fulfil the
criteria of the KSF (Knowledge and Skills Framework). It’s important that you know what each area of your KSF
mean, so that you can begin to think of the types of evidence that you naturally come across in the course of
your working day/life that will then support you to demonstrate that you have achieved a specific
knowledge/skill. Some examples of evidence that you may use include:
- Certificates of training course attended
Place certificates that you receive from any training courses that you attend, write a few lines
(annotate) outlining what you have learnt during the course and how this may improve your future
practice.
- Minutes from meeting
You will often receive minutes from meetings that you attend, if you print off the front page of these
and outline your contribution to the meeting and what skills you may have used/gained during the
meeting and how this relates to your personal objectives/KSF framework.
- Observation sheet
This is observational evidence from another member of staff who has witnessed you achieving a
specific objectives/element of the KSF framework, a template observational sheet has been produced
for you to use, located at the back of this workbook.
- Extract of researched evidence
You will be reading journal articles or other literature to support your evidence-based practice. You
may wish to print the front page of the article that you have read and include a few lines (annotate)
what you have learnt from the article and how this will improve your future practice
- Reflection on practice
Reflect on a specific event that you have experienced, there are a range of templates out there to help
you with this or you may wish to develop your own
The evidence matrix is designed as a really quick and easy way for you to document your evidence. The idea is
that someone else could come along and quickly identify the types of evidence that you have collected, the
elements of the KSF it relates to, and where they can find it.