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Adapted version: June 2017 - H Duffill: Practice Placement Management Team
PRECEPTEE NAME
JOB TITLE
PLACE OF WORK
If lost / misplaced please return to: Practice Placement Management Team.
The Beeches, Penn Hospital, Penn Road, Wolverhampton, WV4 5HN
Nursing Preceptorship
Programme & Portfolio pack
For Band 5
Preceptorship Programme adapted version: June 2017 - H Duffill: Practice Placement Management Team
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CONTACT DETAILS
Date of preceptorship
programme commencement
Date of preceptorship
programme completion
NAME OF PRECEPTOR
CONTACT: phone and
NAME OF ASSOCIATE
PRECEPTOR
CONTACT: phone and
NAME OF LINE
MANAGER
CONTACT: phone and
Support Available: Practice Placement Team
Sean (Hare) based at
The Beeches
Penn Hospital
Penn Road
Wolverhampton
WV4 5HN
Beeches Tel: (01902) 44 6027
Work mobile: 07817 567421
Admin support: 0121 612 8031
Delta Tel: 0121 612 8031
E-Mail: [email protected]
Helenah (Duffill) based at
Delta House
Delta Point
Greets Green Road
West Bromwich
B70 9PL
Delta Tel: 0121 612 8031
Work mobile: 07811 980110
Admin support: 0121 612 8031
Beeches Tel: (01902) 44 6027
E-Mail: [email protected]
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CONTENTS
STRUCTURE OF PRECEPTORSHIP
Pages
Contact details 2
Preamble 4
Introduction including ‘Aims’ and ‘Objectives’ 5
Accountability 8
Definitions 9
The principles of Preceptorship 10
Newly Qualified Mental Health & Learning Disability Nurses 11
Preceptorship – Aims & Objectives 12
Responsibilities of the Preceptor 13
Attributes of a Preceptor 13
Responsibilities of the Preceptee 13
Guidelines 14
Framework for Preceptorship 14
PORTFOLIO OF EVIDENCE
Introduction and guidelines on completion of this Document 17
Section 1: Personal Development Action Planning 19
Section 2: Self-Assessment Tools
SNOB Analysis
Role Analysis
20
21
22
Section 3: Personal Development Plan 23
Section 4: Preceptorship meeting Record (form) 24
Section 5: Reflective Practice 26
Section 6: Conflict Resolution 30
Section 7: Preceptorship Agreement 31
Section 8: Knowledge and Skills Framework:
* KSF Core Dimension 1: Communication
* KSF Core Dimension 2: Personal & People Development
* KSF Core Dimension 3: Health, Safety & Security
* KSF Core Dimension 4: Service Improvement
* KSF Core Dimension 5: Quality
* KSF Core Dimension 6: Equality & Diversity
32-38
39-48
49-60
61-68
69-79
80-85
Section 9: Competencies: BCPFT values and goals embedding NMC Code 86
Section 10: Final Interview 113
Preceptorship final checklist sheet (signatures Req) 115
References and Acknowledgement 117
Appendix 1 – Community Roles only 119-127
NB: You may wish to photocopy the assessment and reflective tools featured in this
pack, in order to use them as evidence in your portfolio or any other purpose.
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
PREAMBLE
The aim of the Nursing Preceptorship Programme and Portfolio Pack is to help and support
the newly qualified nurse and return to practice nurse in their new role(s).
This package also enables the Black Country Partnership NHS Foundation Trust (BCPFT) to
implement the ‘Preceptorship Framework for Newly Registered Nurses, Midwives and
Allied Health Professionals’ as published by the Department of Health in March 2010.
Period of Preceptorship
Preceptorship is about providing support and guidance enabling ‘new registrants’ to make the
transition from student to accountable practitioner (NMC, 2006).
The preceptorship requirement set by the Nursing and Midwifery Council (NMC) is that all
‘new registrants’ have a formal preceptorship period of about 4 months. Recommendations
for a preceptorship programme suggest a period of support lasting between four and nine
months, but this may vary amongst individuals and according to their needs, skills
competences, targets and the roles that individual practitioners will undertake.
The Trust supports a 12 month period of preceptorship. This coincides with the recent
report by Lord Willis (2015) ‘Raising the Bar’ Shape of caring: A review of the future education and training of registered nurses and care assistants. The report identified
Theme 6: recommendation assuring predictable and sustainable access to ongoing learning and
development for registered nurses and that preceptorship is a transitional process and is
offered as a formalised follow-on programme from registration.
This pack will help the Preceptor and Preceptee to understand the need to work together and
provides guidance through the process of preceptorship. It will enable them to plan and
achieve the targets within a dedicated time frame.
In order to support the learning of the Preceptee, there are opportunities within the
timescale of this preceptorship framework. Regular meetings with the preceptor will be
agreed, to allow time to discuss competencies e.g. knowledge and skills framework (refer to
section 8), reflective accounts, solution focused and problem solving queries to overcome
issues or concerns that they may have during their preceptorship.
An evaluation of this programme will take place regularly to ensure that the programme is
robust and is supportive to both Preceptor and Preceptee. This will enable the ongoing
development and enhancement of the preceptorship package.
This preceptorship process needs everyone’s support and commitment to ensure that the
newly qualified registrant will be able to provide a very high standard and quality of care for
our service users.
All qualified nurses must adhere to the revised ‘Code - Professional standards of practice
and behaviour for nurses and midwives’ (NMC, 2015). Please ensure you obtain and read a
copy of the ‘Code’.
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Ongoing Band 5 Development
On completion of the Trust Preceptorship programme, Band 5 nurses will receive ongoing
development within key areas of professional practice and accountability.
This package has also taken into consideration, the BCPFT values, behaviours and goals,
embedding the new NMC Code and the revalidation standards. (Refer to section 9)
Band 5’s will be supported through annual appraisals and this can include key core topics of
professional contributions, issues, and CPD. Attendance of mandatory training and other
trust learning & development sessions will continue, in line with their job description.
Since April 2016, the prep standards handbooks 2008 & 2011 have been replaced by
REVALIDATION. Nurses and midwives are now required to renew their registration through
revalidation. It is a registrant’s responsibility and accountability to comply with the NMC
revalidation requirements in order for their registration to be renewed.
NMC REVALIDATION (April 2016)
Require confirmer (contact details required)
Practice hours (450 hrs)
CPD 30hrs (20 hrs at least to be participatory)
Written reflective accounts (at least five pieces)
Reflective discussion (with NMC registrant inc PIN
and email)
Practice related feedback (at least five accounts)
Indemnity arrangement
Health and character declaration
Further information link onto www.nmc-uk.org
INTRODUCTION: Including AIMS and OBJECTIVES
Firstly - Congratulations on your success and welcome to Black Country Partnership NHS
Foundation Trust (BCPFT). We hope that you are looking forward to working with us and if
you have been working in the Trust for some time, then we hope you will enjoy your new role
and place of work.
The trust is committed to encouraging and supporting newly registered practitioners, those
returning to practice and those entering a new clinical environment, to develop to the
required level in your professional careers and practice.
This pack is designed to support all of the above groups, and to support, assist and encourage
you to develop your nursing knowledge and skills in all areas of practice depending on your
experience. Within the next 12 months of preceptorship, it is part of your personal and
professional development to record and collate evidence by:
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1. Completing all activities within this preceptorship pack - including personal
development action plan (section 1), self-assessment tools (section 2), personal
development plan (section 3), preceptorship meeting record (section 4,) reflective
account (section 5) and preceptorship agreement (section 7).
2. Completing all competency outcomes - including recommended competencies or
equivalent, appropriate to you your role and job description, and Knowledge and Skills
framework (KSF) dimension level (section 8).
3. Completing BCPFT values and goals embedding NMC code (section 9).
4. Ensuring all areas is signed by preceptor.
N.B. This information can be used as part of your annual appraisal.
Aims
The aim of the preceptorship programme is to ensure you become effective, confident and
fully autonomous, encouraging you in the pursuit of clinical excellence and to be able to
deliver high quality of care to patients, service users and clients within our local health
community.
To aid and support your continued professional development (CPD). It is therefore important
that you complete the enclosed documentation and activities, and achieve your personal and
professional objectives with the guidance and support of your preceptor.
We have developed a formal Preceptorship Development Programme to support you in making
an effective transition from student to newly registered nurse, and to make the smooth
transition into the professional culture of being a registered, accountable practitioner.
Our approach is to support a 12 month period of Preceptorship (in practice) in conjunction
with a robust Development Programme.
For you to adhere to all local Trust policies and procedures accordingly.
Objectives
Preceptorship is a period of time where you, the newly registered nurse or return to practice
nurse (after a period of time away from service e.g. five year gap), are supported with the
integration and settlement into your new role / organisation / department. During
Preceptorship you will be assigned a named preceptor, who will discuss with you - your aims
and objectives, training needs, and guide you through the programme whilst facilitating
reflective skills. We endeavour to allocate you to a preceptor that is experienced and is a
competent role model for you to receive appropriate preceptorship, and to support you to
apply the knowledge acquired through qualification into the practice setting.
Preceptorship can be done formally for example; *Structured meetings *Observations
*Supervision *Planned learning experiences *Clear learning objectives *Clinical skills practice
focus days.
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Or informally for example; *Informally working alongside more experienced colleagues
*Participating in shared learning with peers / colleagues * Reflective practice *Self-direct
learning.
You are encouraged to participate in a structured development programme and complete
appropriate statutory and mandatory training during the first year following qualification.
We ensure that all newly qualified nurses on the preceptorship programme are fit to
practice, and this is in accordance with both NMC and BCPFT requirements.
This preceptorship pack integrates a portfolio and is designed to dovetail the preceptorship
programme. The aim is to enable you to demonstrate, to your preceptor, the ability and
competence to meet all the requirements of your role, to manage your skills, knowledge,
progression and development towards becoming an experienced nurse practitioner.
‘A portfolio is a collection of evidence, usually in written form, of both the products and processes of learning. It attests to achievement and personal and professional development, by providing critical analysis of its contents.’ (McMullen and Endocott,
2003).
We are sure you will gain valuable knowledge and experience in your chosen area of practice,
and above all we hope you will enjoy your work here within the Trust. We want you to be
happy and we rely on you to be successful.
You will notice the following symbols throughout the pack. These are activity based and
designed to guide you.
Time out – spend some time thinking about this
Activities to complete
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ACCOUNTABILITY
Black Country Partnership NHS Foundation Trust recognizes and supports you as a
Registered Nurse Practitioner. The expectations are that you abide by the ‘Code -
Professional standards of practice and behaviour for nurses and midwives’ (NMC, 2015) as
a responsible practitioner.
The primary function of the Nursing and Midwifery Council (NMC) is to ‘protect the public’
by setting professional standards and giving advice and guidance to registered nurses,
midwives and specialist community public health nurses (registrants).
Registrants have a responsibility to deliver safe and effective care based on current
evidence, best practice, and where applicable, validated research.
Registrants hold a position of responsibility and are relied upon by other people. They are
professionally accountable to the NMC, have a contractual accountability to their employer
and are accountable to the law for their actions.
Accountability is an integral part of provision to practice, as, in the course of practice,
registrants have to make judgements in a wide variety of circumstances. Professional
accountability is fundamentally concerned with weighing up the interests of patients and
clients in complex situations, whilst using professional knowledge, judgement and skills to
make a decision. This enables registrants to account for any decisions they make.
In exercising professional accountability, there may be conflicts between the interests of a
patient/client; the health or social care team and society – particularly if healthcare
resources are limited. Whatever decisions or judgements registrants make, they must be
able to justify their actions.
There are occasions when health care support staff (HCSS) are required to deliver certain
aspects of care to patients/clients, they may not necessarily be competent in all
circumstances to do so. Registrants remain professionally accountable for any aspect of care
they delegate to a HCSS.
From 31st March 2015 the revised ‘Code - Professional standards of practice and
behaviour for nurses and midwives’ came into effect and reflects changes in contemporary
professional nursing and midwifery practice and also reflects the public expectations of care.
As a registered nurse, midwife or specialist community public health nurse, you are personally
accountable for your practice. In caring for patients and clients, you must:
Prioritise people
Practice effectively
Preserve safety
Promote professionalism and trust
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DEFINITIONS
Preceptorship
“An enabling process helping practitioners to develop their knowledge and skill in an
atmosphere of trust, with colleagues who have experienced for themselves, and who have
been prepared for, and understand, the challenges confronting the beginning practitioner.”
(UKCC, 1993)
“Model of enhancement, which acknowledges new graduates/registrants as safe, competent
but novice practitioners who will continue to develop their competence as part of their career
development / continuing professional development, not as individuals who need to address a
deficit in terms of education and training.” (Council of Deans, 2009, cited in DH, 2010, p.10).
Within the Department of Health (2010) Preceptorship framework for newly registered nurses, midwives and allied health professionals, defined preceptorship as “A period of
structured transition for newly registered practitioners during which they will be supported
by a Preceptor, to develop their confidence as an autonomous professional, refine skills,
values and behaviours and to continue on their journey of lifelong learning”.
Preceptor
“A role model who has consolidated experience within the same or associated practice field
as the individual requiring support.” (CMMC EDT 02/05)
“They will empower, support and give guidance to the Preceptee throughout the transition
period and facilitate the personal and professional development planning process to meet the
individual’s needs”.
Preceptee
“A newly qualified practitioner, a returnee or someone new to a practice area requiring
support. His / Her expertise may range from that of a novice to that of someone who has a
great deal of experience”. (CMMC EDT 02/05)
Preceptorship Portfolio
‘A portfolio is a collection of evidence, usually in written form, of both the products and processes of learning. It attests to achievement and personal and professional development, by providing critical analysis of its contents.’ (McMullen and Endocott, 2003)
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
THE PRINCIPLES OF PRECEPTORSHIP
Why Preceptorship?
In nursing, the need for Preceptorship is very real. Those first few months after qualifying
can be a very stressful time – you are fully accountable for your practice but still
consolidating your skills.
“Newly qualified nurses often feel like they have been thrown in at the deep end fearing they
may not be adequately prepared for the realities and rigors of professional practice.” (Cole,
2003) and find it difficult in the transition in clinical practice from student to qualified
status (Bjerkes and Bork, 2012).
In 1974 Kramer wrote of ‘reality shock’, describing the experience of the newly qualified
nurse during their first few months of practice. Most recent research has also shown that
the first 6 months following qualification are, indeed, particularly stressful for new nurses
(Charnley, 1999).
Although you are competent and knowledgeable, you may feel that you need the support and
guidance of more experienced professional colleagues as you ‘find your feet’ in professional
practice. The same may also apply to those of you who have returned to practice (after a
break of 5 years or more) and those who enter a different area of practice.
Preceptorship – What is it?
The UKCC introduced Preceptorship as a way of supporting newly qualified nurses. Now
endorsed by the NMC (2002), Preceptorship is an important aspect of the council’s post-
registration and practice recommendations.
It is ‘a period of support and guidance for newly qualified nurses, nurses returning to
practice and nurses entering a new clinical environment’. This period of support is not an
extension of formal training, but is a time during which knowledge, skills, experiences and
appropriate attitudes acquired during training are applied to practice. ‘During the
Preceptorship period it is important for the Preceptee to remember that they are
accountable for their own actions regardless of any support system being in-situ’ (UKCC,
1993).
Recommendations for Preceptorship suggest a period of support lasting between four and
nine months. Time periods will vary amongst individuals according to individual needs, targets
and the roles that individual practitioners will undertake.
The Trust supports a 12 period of Preceptorship which consists of the following:
Preceptorship pack
Local Induction
Mandatory Training
Designated Preceptor
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
NEWLY QUALIFIED MENTAL HEALTH & LEARNING DISABILITY NURSES
Preceptorship assists newly qualified Mental Health and Learning Disability nurses in making a
smooth transition from student to a registered and accountable practitioner.
For newly qualified staff, this pack should be read in conjunction with the Knowledge and
Skills Competency Framework (available on the Trusts Intranet).
The KSF has been simplified by the NHS Council to make it easier to implement, thus giving
Trusts greater flexibility in tailoring KSF outcomes to meet local needs and job descriptions.
Within the BCPFT appraisal policy (2016), it is also acknowledged that the KSF, along with
other competency reviews, are not a mandatory part of appraisal, but can still be undertaken.
Therefore it is an agreement between your preceptor and line manager to implement the KSF
dimensions.
The KSF focuses on key components that cover areas applied within every job, and developed
as part of the Agenda for Change (AfC) process updating on how NHS staffs post are
defined and developed.
The 6 Core Dimensions of the KSF are:
KSF Core Dimension 1: Communication KSF Core Dimension 2: Personal & People Development KSF Core Dimension 3: Health, Safety & Security KSF Core Dimension 4: Service Improvement KSF Core Dimension 5: Quality KSF Core Dimension 6: Equality & Diversity
There are a further 24 specific dimensions grouped into four categories: *Health and
Wellbeing (HWB) *Information and Knowledge (IK) *General (G1) and *Estates and facilities
(EF).
Throughout the Preceptorship, and indeed in your first 12 months in practice, you will
continually be supported by your preceptor / team ensuring you are assessed against this
Framework and / or any local skills/competencies: in order to confidently and competently
fulfil your role as a registered accountable practitioner.
The newly qualified preceptorship / development programme will be regularly evaluated to
ensure that it meets the needs of those it seeks to serve. Taken together, these measures
will complement local induction and will serve to develop and strengthen your Preceptorship
experience within the Trust, thus supporting delivery of high quality patient care.
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
PRECEPTORSHIP – AIMS & OBJECTIVES
Aims
Provide a supportive induction and orientation programme to newly qualified staff,
returnees to practice and those entering a new clinical environment. Aiming to ‘build
upon’ previous knowledge and experiences, bridge the theory / practice gap, and thus
provide stimulus to engage the lifelong learning process.
Support individuals enabling them to accept responsibility and accountability within
their new environment or role change.
Consolidate competencies and prior learning whilst using the preceptor as someone
with whom one can meet regularly to discuss issues related to practice.
Link to annual development review framework (IPR) appraisal programme of the trust.
Provide baseline knowledge and opportunities for continuing professional development
and lifelong learning.
Identify learning objectives and the development of action plans within a timescale.
To facilitate reflection, support, teaching and development of clinical competencies.
Objectives
Development of a competent practitioner providing high standards of care at all times.
Development of practitioners who are politically aware of changes and developments
within the NHS and the Trust.
Enhancement of competent and confident practitioners within a specified timeframe.
The promotion of reflective practitioners.
To enable individuals to identify all future learning and development needs via the
annual development review framework of the trust.
Overview
Source: ‘Flying start NHS and stakeholder’s’ pg. 20 cited in Department of Health, (2010) Preceptorship framework for newly registered nurses, midwives and allied health professionals. COI DoH. http://www.flyingstart.scot.nhs.uk/
Decision Making
Team
Working
Confidence in
applying evidence-
based practice
Develop confidence
and self-awareness Implement the
codes of
professional values
Leadership and
management
development
Negotiation and
conflict resolution
Equality &
Diversity
Interpersonal
skills
Manage risk
and being
risk averse
Develop an outcome based
approach to continuing
professional development
Advocacy
Understand policies
and procedures
Reflection and
receiving feedback
Increase
knowledge and
clinical skills Integrate prior
learning into
practice
PRECEPTORSHIP
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RESPONSIBILITIES OF THE PRECEPTOR
The preceptor is responsible for ensuring that the Preceptee: Is orientated to the ward / department
Collaborating and identifying learning objectives within the preceptorship process
Act as role model to motivate the Preceptee
Is supported in identifying learning needs and producing action plans to meet needs
Is supported in identifying opportunities for training and development
Is provided with feedback on performance
Develops a social network and receives support from the team
Works with the Preceptee on a regular basis, a minimum of 2 – 3 shift per week
The preceptor must ensure that: A formal meeting occurs on a monthly basis with the Preceptee to discuss progress and
formally record activities occurring in Preceptorship
The progress and any problems with the Preceptee are discussed with the ward/departmental
manager and relevant team members
Feedback and progress to the ward/departmental manager and relevant team members
Feedback progress to the ward/departmental manager on a regular basis to inform the KSF
annual review or other local competency reviews.
To ensure continuity in support provided for the Preceptee, an Associate preceptor is
identified who can support the preceptor during absence.
ATTRIBUTES OF A PRECEPTOR
First level registered practitioner.
12 months post registration experience within the same or associated field as the
practitioner requiring support.
Leads by example and is a good role model.
Supports concept of Preceptorship and accepts the challenges being a preceptor will
place upon them.
Demonstrates a willingness to support staff/students & share their knowledge & skills.
Has experience of mentoring, assessment and teaching in clinical practice.
Holds mentor qualification (Optional) to demonstrate experience (attends Trust’s
annual mentor updates & completed required objectives in practice & adhering to NMC
Standards to Support Learning & Assessment in Practice (NMC, 2008).
Demonstrates good communication skills and non-judgemental attitude to colleagues.
RESPONSIBILITIES OF THE PRECEPTEE
As a Preceptee you have responsibilities with the Preceptorship partnership Communicate learning needs to the preceptor.
It is important that you acknowledge that your preceptor is there as an enabler and
facilitator to support you in identifying your development objectives, therefore you
are expected to contribute to the relationship.
You must remember that you will not work every shift with your preceptor but will
work on a regular basis with your preceptor.
You must utilise ward multidisciplinary team as they have a wealth of knowledge and
expertise to share. It will be with guidance from your preceptor that you will access
the various members of these staff to meet your individual development needs.
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Your main responsibilities will be to: Arrange regular meetings with your preceptor.
Ensure that documentation is available for the preceptor to complete the initial and
subsequent reviews.
To attend corporate / mandatory training requirements and identify personal needs.
This will be facilitated through both Preceptorship and induction programmes.
Adhere to the NMC code of conduct and BCPFT values and goals.
Assumes responsibility for your own caseload and professional conduct within nursing
professional role.
GUIDELINES
Preceptee / Preceptor Meetings These informal meetings should take place once a fortnight between you and your
preceptor. You need to allocate time (30 min / 1 hr) when you are both on duty.
Initial meeting should ideally take place within the first week.
The time has been allocated so that through discussion you may identify your learning
needs and discuss your development plan.
Meetings documented on the forms provided, titled ‘Preceptorship meeting record’.
FRAMEWORK FOR PRECEPTORSHIP
At a glance
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
STAGE 1 - Timescale 1 – 4 weeks (by end of first month)
Read through and familiarise yourself with the Preceptorship package
First meeting with preceptor
Complete Trust induction/orientation checklist
Review job description and identify gaps in knowledge and skills
Complete self assessment tools in preparation for meeting 2
If newly qualified or working toward foundation gateway in Band 5, review KSF competency
framework
Attend corporate training & induction and complete mandatory training relevant to your
clinical area
Identify resource materials
Arrange meetings with practice based personnel e.g. education and professional development
nurse in your area
Complete SNOB and Role Analysis
Preceptor to discuss appraisal principles and process at induction, so it is clear what the
Preceptee is expected of them.
STAGE 2 - Timescale 5 – 16 weeks (first three months)
Monthly meetings with preceptor
Review progress with preceptor
Check that all areas of induction have been completed
Clinical skills review, generic and area specific competencies
Set objectives to be achieved before stage 3
Reflect on experience
Complete SNOB and Role Analysis to re-evaluate
STAGE 3 - Timescale 17 – 52 weeks (within 12 months)
Month 6 meeting and month 9 meeting with preceptor
Complete SNOB and Role Analysis to re-evaluate
Review KSF competency framework and any other competency reviews, identifying future
needs and plans for achieving these
Final Interview in 12th month. Review objectives achieved and prepare for annual review at
the foundation gateway – 12 month stage
STAGE 4 - Following Preceptorship. What Next? Band 5 Development
Ongoing development plans / future career development / university studies
Reflective Practice / Portfolio development – NMC requirement
Maintain and keep up to date with continuing professional development (CPD). Your
responsibility and accountability to comply with the NMC Revalidation requirements, in order
for registration to be renewed / maintained.
What does it mean to be an Accountable Practitioner?
Team Leadership
Addressing standards of poor practice / dealing with conflict
Implementing Evidence Based Practice
All qualified nurses joining at the bottom of Band 5 pay progression will be subject to
development reviews in the first 12 months in accordance with KSF outline / AfC. Annual appraisal and pay progression point
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PORTFOLIO OF EVIDENCE
Introduction
It is your responsibility to maintain and keep up to date with Continuing Professional
Development (CPD).
To support and enable you to collect your evidence of professional development, this portfolio
has been developed to allow you to demonstrate progression towards becoming an
experienced practitioner and this will be essential towards completing your first appraisal.
All elements of the portfolio must be completed as identified in the following sections:
Personal Development Action Planning
Self- Assessment Tools
SNOB Analysis
Role Analysis
Personal Development Plan
Preceptorship Meeting Record including Initial, midpoint and final review by preceptor
Reflective practice
Conflict Resolution
Preceptorship agreement
KSF core competencies / performance criteria
Demonstrated the Trust behaviors positively in action and embedding the NMC ‘The Code,
Professional standards of practice and behaviour for nurses and midwives’.
Final interview
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
GUIDELINES ON COMPLETION OF THIS DOCUMENT
During your first year as a newly registered practitioner within BCPFT, you are required to
undertake identified activities (performance criteria) linked to the KSF Core Dimensions, in
order to facilitate appropriate post registration learning:
KSF Core Dimension 1: Communication KSF Core Dimension 2: Personal & People Development KSF Core Dimension 3: Health, Safety & Security KSF Core Dimension 4: Service Improvement KSF Core Dimension 5: Quality KSF Core Dimension 6: Equality & Diversity
KSF Level 2 has been integrated within the main activities that need to be achieved. Upon
successful completion of the preceptorship programme, the KSF Core Dimensions should be
reviewed to reflect successive progression to KSF level 3 dimensions, as appropriate, and the
first foundation gateway entry point.
It is your responsibility to organise these activities, in discussion with your Preceptor. All
activities should be undertaken and the evidence provided in your clinical evidence folder,
similar to your pre-registration studies.
A summary of each piece of evidence should be provided in the relevant section within the
clinical document. You are encouraged to utilise all Health Care Professionals (HCP’s) within
your period of Preceptorship.
For each KSF Core Dimension, there must be a meeting of the Preceptor and Preceptee to
complete a performa to identify how this will be achieved.
PLEASE NOTE that completion of the activities alone does not necessarily mean you have
achieved the outcomes. You must be able to demonstrate competence in achieving the
performance criteria.
You must provide a range of evidence to support your competencies, and to provide your
preceptor with details of your development.
For example:
Reflective statements
Witness testimonies
Observation
Written statements
Discussion
Certificates of attendance / Certificates of competence
Completed learning packages / Completed assessments
Evidence based care plans you have developed
Completed audits
Adapted version: June 2017 - H Duffill: Practice Placement Management Team
SECTION 1: PERSONAL DEVELOPMENT ACTION PLANNING
This section relates to the identification of your personal development needs and associated action to meet those needs. You should now be ready to focus on specific areas that need targeting, in order to develop personally and professionally throughout your Preceptorship period and beyond.
So what do you do if you lack a skill or need to increase your knowledge? That’s where
personal development planning comes in. Considering and writing down sound goals that help
you meet your learning need helps you to be clear about what you are trying to achieve.
You need to be self-aware and assess yourself in collaboration with your preceptor (and
others possibly) against your job outline, job description and KSF competency framework (if
working toward foundation gateway in Band 5) and agree areas where you need to develop.
The following pages provide you with tools to help you to consider your personal qualities and
needs. One such tool / process is called SNOB:
Strength, Needs, Opportunities, Barriers and Role Analysis.
This is the first step in development planning. Once you have completed these tools and have
an awareness of your strengths and needs, you must then review your job description and
post outline, and then consider the knowledge and skills required by you to carry out that job.
By doing this, you should be able to identify the gaps (needs) and you must turn these needs
into measurable objectives.
These objectives should be SMART:
Specific, Measurable, Achievable, Realistic and Timely
Your Preceptor will help you to turn your needs into SMART objectives. These will be
objectives that you will aim to achieve in your first 12 months (Preceptorship).
Once your objectives are documented, then you will need to consider the learning and
development activities you require, in order to meet these objectives.
On page 23, you will see a Personal Development Plan (PDP) template. This closely resembles
the template that you will be required to use for formulating your Annual Appraisal (following
your review at the 12 month stage). Use this to document your objectives, and remember to
keep them SMART and practical. This PDP should be referred to within your meetings with
your preceptor, and discussions with your manager, in order to discuss progress.
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There are numerous ways to meet your identified learning and development needs, many of which are not dependent upon attending formal courses or study sessions. Consider the following activities that will enable you to develop your knowledge and skills.
The Effective Developer
Takes responsibility for his/her own development
Is self-motivated, takes initiatives, makes decisions
Has clear realistic personal aims – short and long term
Seeks out and uses development resources
Frequently appraises self against goals and achievements
Uses formal appraisal/review as an opportunity to get agreement to development plans
Develops relationships with his/her preceptor or mentor or line manager
Actively explores the environment for opportunities and resources
Seeks feedback from his/her preceptor, line manager and colleagues
Is an asset in any team in which he/she works!
SECTION 2: SELF-ASSESSMENT TOOLS
This portfolio provides you with two supportive and useful self-assessment tools. You should
spend time completing these, in order to inform your future personal and professional
development.
Self-assessment is the first step in your development planning. You need to know for
example; your: Strengths, Weaknesses, Interests and Skills.
You should talk confidently about your skills and attributes in order to communicate them
effectively to others. It is also important to receive feedback from others (colleagues,
preceptor, manager(s) etc.), as often we do not see ourselves as others do.
The enclosed assessments are structured activities that will allow you to look at yourself
against the clearly defined criteria of your post outline and KSF Competency Framework for
Band 5.
The information you gain from self-assessment will help you to identify the knowledge and
skills you need to fulfil your current role, and the meeting records should be used to
LIFELONG LEARNING
ACTIVITIES
Shadowing
Private Reading
Academic
Programmes
Courses
E-learning
Special
Projects Supervised
Practice
Demonstrations Supervision
Open/Distance
learning packages
Workshops
Mentoring Reflective
Practice
Networking
Seminars Job Swaps
Conference Action Learning
Sets
Observations
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document your action plans and inform your future career development. Your Professional
Development Plan on page 23 will be a summary of your key objectives for your
Preceptorship period, and indeed up to your foundation gateway review.
If you are working in a new clinical area, but are beyond your foundation gateway, you may
still find the template useful to utilise up until when you have your review with your manager.
Remember… Self-assessment is the first step in your development planning, so complete the
tools on the following pages and discuss these with your preceptor at your first or second
meeting. You can then document your needs (objectives) on the PDP template and consider
ways of meeting these needs.
SNOB Analysis
What is it? Basically, it is a method of self-assessment, which essentially allows you to identify your
strengths, needs (areas of improvement), opportunities and barriers (things that might
hinder your development, for example, time, resources etc.).
In order to get the most from this exercise, you need to be honest with yourself. Honesty
will allow you to identify your goals, which will then enable you to formulate a PDP.
Strengths / Skills
What do you do well?
What are you confident about?
What are your good qualities?
Don’t be modest, we all have more good qualities than bad, we are just reluctant to state
them.
Needs What would you like to do better?
Do you perceive any problems in yourself?
Is there anything holding you back?
This is the basis of your development, so again, be honest!
Opportunities How can you improve?
Are there any learning opportunities available?
What is happening in your part of the profession?
Ask your preceptor or manager to assist you with this if you feel it would be helpful.
Barriers What might stop you developing?
Does anything worry you about the profession and your part in it?
Does anything worry you about the Trust and your part in it?
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SNOB Analysis
Use this SNOB tool to assist you in identifying your learning and development needs.
You should discuss this with your preceptor, manager and/or staff development nurse.
Don’t forget, you need only to share what you feel happy about someone else seeing.
Strengths/Skills
Needs
Opportunities
Barriers
Role Analysis
Now you have considered your strengths, needs, opportunities and barriers in relation to your
development. It may now be very useful to consider your role.
Use this tool to help you think about what it is that you like about your role in relation to the
headings below. Consider what you do well and what areas you might like to develop. Note the
following areas of your job.
Clinical
Education
Management and Leadership
Research and Audit
Additional Comments:
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SECTION 3: PERSONAL DEVELOPMENT PLAN
What is the development
need/objective?
What will I do to develop myself?
How will I know I have done this?
What is the date for planned completion?
What support do I need and where will
I get it?
What are the barriers and how can I
overcome them?
Which KSF dimensions does
your need link to?
(Based on NHS KSF and the Professional Development Review)
Signature of Preceptor: Signature of Preceptee:
Date: Date of Next Review:
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SECTION 4: PRECEPTORSHIP MEETING RECORD
Look at the preceptorship framework on page 14 -15 for timescales 1-4
weeks to inform meeting discussions
Name of Preceptee:
Name of Preceptor:
Ward / Department:
Line Manager:
Date Preceptorship commenced:
Record of discussion that took place and agreed learning needs:
Comments from Preceptor:
Comments from Preceptee:
Agreed dates for future weekly / fortnightly / monthly meetings:
Meeting 2: Meeting 12 (9th month):
Meeting 3: Meeting 13 (10th month):
Meeting 4: Meeting 14 (11th month):
Meeting 5 (2nd month): Meeting 15 (12th month):
Meeting 6 (3rd month): Additional Dates (if required):
Meeting 7 (4th month); Meeting 16:
Meeting 8 (5th month): Meeting 17:
Meeting 9 (6th month): Meeting 18:
Meeting 10 (7th month): Meeting 19:
Meeting 11 (8th month): Meeting 20:
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Action Plan
What do you now plan to do to meet the learning needs identified at this meeting?
Signature of Preceptee:
Signature of Preceptor:
Date of first meeting:
NB: You will be expected to complete one of these templates at the beginning of each of
the performance criteria. A plan of action must be agreed between the preceptor and
Preceptee. Therefore please photocopy template.
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SECTION 5: REFLECTIVE ACCOUNT
It is important for you to examine the concept of reflection, how it functions and how you
can improve your own ability to reflect. It’s about learning and there is a need to increase
your capacity to reflect on what is happening, learn from this and also document it as
evidence.
Reflection is an essential part of professional practice as reflecting on the past increases our
expertise in the present and for the future by providing new insights and integrating theory
and practice.
The impact of feelings on the learning process cannot be over emphasised. We can probably
all recall experiences that left us with negative feelings, for example, being ‘ticked off’ for a
less than satisfactory performance. On the other hand positive experiences such as being
recognised for providing quality care can validate our worth as individuals and promote
learning.
While theoretical knowledge is very important, qualified nurses need to have knowledge of
the principles of effective problem solving; such theoretical knowledge does not lead to good
practice on its own.
Professional practice requires that you use your judgement to choose from a range of
alternative choices whilst at the same time recognising the likely consequences of those
choices. Reflective practice requires that you draw upon theoretical knowledge in a creative
way to address and solve problems in everyday professional practice, generating practice
from theories and theories from practice.
Boud, Keogh and Walker (1985) identify three important stages in the reflective process.
These are:
1. Returning to the Experience.
2. Attending to Feelings.
3. Re-evaluating the experience.
This is just one of many models which can offer you some structure to follow. Reflective
practice is a complex skill, which like all skills can be improved with practice. Writing about
practice can help to develop the thinking processes fundamental to reflective practice.
(NOTE: Remember reflection is personal to you. You are not obliged to share this.
Please also remember to maintain confidentiality and anonymity of patients/colleagues at
all times)
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The Reflective Cycle
Gibbs 1988
The Gibbs’ reflective model can provide some structure, guidance and stimulation to your
reflections. As previously mentioned, other models exist.
There are numerous frameworks for reflection. The following provides some examples that
you may or may not choose to use. You may be familiar with other reflective models, which
you may want to use.
DESCRIPTION What happened?
ACTION PLAN If it arose again what would you do?
FEELINGS What were you feeling/thinking?
CONCLUSION What else could you have done?
EVALUATION What was good/bad?
ANALYSIS What sense can you make
of the situation?
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Reflective Account of a Significant Event
Date/Time: Event:
Experience
(Experience of the event, where it was, who was present, what happened, what did I do?)
Reflection (What did I learn? How did I feel?)
Action (What actions do I now need to take? How can I make a difference to care and services?)
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Reflective Learning Event
Title of Event: Date:
Facilitators:
Please consider the following: To consolidate my learning I will now:
The factors that might help me transfer my learning to the workplace are:
The barriers that might prevent me from transferring my learning to the workplace are:
I can address these barriers by….
What do I now need to…
Know:
See:
Do:
Means of Achievement
(How will I achieve the
above action plan?)
Support required/
Resources
(What do I need in order
to do this?)
Review
Date
Evaluation
Attendees Signature:
Preceptors Signature:
Please keep this as a record of your learning agreement for your portfolio.
Please photocopy this for all reflective learning events for your portfolio.
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SECTION 6: CONFLICT RESOLUTION
When people’s lives, jobs, pride, self-concept, ego, personality and understanding of purpose
are involved conflict is inevitable.
Causes of Conflict
• Poor communication
• Dissatisfaction with management style
• Weak leadership
• Lack of openness or willingness to share
Positive Outcomes of Conflict
• Leads to clarification of important issues
• Results in solutions
• Involves those for whom the issues are important
• Releases anxiety and stress
• Builds co-operation
• Shares resolutions
• Leads to understanding
Win-Win Approaches to Conflict Resolution
• Address the problem not the individual
• Express feelings in a non-blaming way
• Take ownership of role in the problem
• Listen to the other person and see the issue from their perspective
• Identify underlying need
• Do not solve other person’s problem
• Encourage a different view
• Have honest discussion
• Focus on what can be done
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SECTION 7: PRECEPTORSHIP AGREEMENT
1. Confidentiality of both parties is essential to assist in the building of the relationship to
enable discussion to take place
It is recognised that a breach of confidentiality may only occur in certain situations:
• A breach of the Code of Conduct (NMC 2015)
• Not adhering to organisational policies, procedures or a breach of
employer’s contract
• Any law is broken
• The safety of a client/patient is threatened
• Both parties agree to a breach, allowing further discussion to take place
2. Both parties will accept their responsibilities within the Preceptorship agreement and work
openly and honestly to achieve the overall aims
3. Accurate record keeping of the session will assist with reflection and help put the
information gained from the session into practice
4. Documentation from the session allows an overview of the way the individual’s practice is
developing
5. Preceptorship will lead into the Appraisal and Personal Development Review process
following completion
6. An agreed process is required in relation to the termination of the Preceptorship
programme, resolving of any conflict or difference of opinion. Please document this below.
Signed:
Preceptee Preceptor
Date:
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SECTION 8:
KSF CORE DIMENSION 1: COMMUNICATION
Preceptor and Preceptee to sign and date each level once achieved utilising the below plan and activities.
(NB: Levels 4 & 5 cannot be achieved until year two following completion of preceptorship Levels 1, 2 & 3 in year 1).
Communication
Performance Criteria
Preceptorship (To be achieved within the 12 months)
CPD (Cannot be achieved until after
12 months & first appraisal)
Level 1 (Observed Skill)
Level 2 (Practiced skill)
Level 3 (competent skill)
Level 4 (competent to
teach)
Level 5 (competent to
assess)
a) Communicate with a range of people on a range of matters in a form
that is appropriate to them and the situation
b) Improves the effectiveness of communication through the use of
communication skills.
c) Constructively manages barriers to effective communication.
d) Keeps accurate and complete records consistent with legislation,
policies and procedures.
e) Communicates in a manner that is consistent with relevant legislation,
policies and procedures.
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Activities for achieving performance criteria (Communication).
Activity 1
Provide evidence of clinical/professional supervision
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 2
Provide evidence of reflection on situations where communication was key, for example handling a potential confrontational situation.
How did you handle the issues?
What strategies did you use?
What was the most or least effective?
What support was required to help you?
How would you handle it if it happens again?
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 3
Reflect on a situation where a change of environment or method of communication was a critical factor in establishing effective
communication e.g. altering position in relation to person, language, style and use of interpreter or communication equipment / aids. (Identify
3 different situations)
Identify the situation and where it took place?
What style of communication did you use?
Why did you choose the style of communication you used?
What was the most or least effective?
What was the outcome?
What support was required to help you?
How would you handle it if it happens again?
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 4
Evidence of accurate and complete record keeping consistent with legislation, policies and procedures.
Identify the legislation that governs nurses?
Demonstrate understanding of the Trust’s policies and procedures regarding record keeping
Reflect on any difficulties you have experienced and how did you overcome it.
Discuss with your preceptor the written evidence of your record keeping.
Audit a range of nursing notes and discuss your findings and recommendations with your preceptor or practice development nurse.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 5
During the preceptorship observe different members of the multi-disciplinary team (nursing staff, medical staff, social workers,
occupational therapists etc) conducting assessments and reflect on differences and similarities in the content and methods of assessment.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 6
Demonstrate competence and knowledge in observational skills and discuss the Trust observation policy with your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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SECTION 8:
KSF CORE DIMENSION 2: PERSONAL AND PEOPLE DEVELOPMENT
Preceptor and Preceptee to sign and date each level once achieved utilising the below plan and activities.
(NB: Levels 4 & 5 cannot be achieved until year two following completion of preceptorship Levels 1, 2 & 3 in year 1).
Personal and People Development Performance
Criteria
Preceptorship (To be achieved within the 12 months)
CPD (Cannot be achieved until after 12
months & first appraisal)
Level 1 (Observed Skill)
Level 2 (Practiced skill)
Level 3 (competent skill)
Level 4 (competent to
teach)
Level 5 (competent to
assess)
a) Identify specific learning needs and objectives
b) Engage with, and interpret, the evidence base, which
underpins nursing practice.
c) Maintain a portfolio of evidence of your practice learning,
including reflective accounts and specific learning activities.
d) Evidence of close and flexible working with other
professionals
e) Actively leading the Preceptorship process
f) Evidence of contributing to a learning environment and
encouraging others (e.g. HCSW, students, etc.)
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Activities for achieving performance criteria (Personal and People Development)
Activity 1:
Provide your preceptor with the following:*Evidence of identified own learning and development need. *Plans of activities to achieve learning
and development needs. *Identify appropriate learning opportunities for self: Both within the trust and Outside of workplace. *Evidence of
effective use of this opportunity. *Evidence of applying learning into practice.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 2:
Discuss with your preceptor your developing knowledge base within your place of work. You may wish to consider the following and reflect on
your experiences as a newly registered practitioner.
Descriptions of all newly acquired knowledge.
Evidence of how you’ve applied or integrated it in practice.
Evidence of how you have shared it with others – team members, colleagues in Trust.
Reflective statements of what helped and what did not.
What have you learnt from the experience and changes you made?
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 3:
Demonstrate your commitment to practice based support and clinical supervision and the value of this on your practice. You should discuss
the following:
Records of Preceptorship or professional / clinical supervision or mentoring.
Reflective accounts which demonstrate the value of supervision
Comments Preceptor/Preceptee
Signature/Print Name
and Date Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 4:
Demonstrate strength of leadership skills and ability to provide support and guidance to the team and discuss the following with your
preceptor and provide written evidence of your achievements;
Examples of acting up or taking charge for someone else.
What have you learnt from this experience?
Evidence of reflection on this experience.
What help do you need to become competent?
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 5:
Demonstrate willingness to enhance your knowledge and provide your preceptor with the following:
Records of participation in learning and development.
Record of attendance of mandatory training in Trust.
Evidence of teaching session or contribution to a learning environment.
Evidence of encouraging others to develop and apply their knowledge and skills – students, HCSW, Allied Professional.
Descriptions of strategies used to facilitate active learning with a variety of peers or colleagues.
Record of participation in learning and departmental / organisational training and department: e.g.: *Mandatory training *Shared
workshop *Journal clubs *Literature searches.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 6:
Demonstrate evidence based practice and ensure you provide evidence based care, you must undertake the following:
Discuss one’s understanding of Evidence-Based Practice (EBP).
Discuss the importance of EBP in own practice area.
Evidence of utilizing EBP in own area of practice.
Explain how this has an impact on your learning and development.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 7:
Discuss the importance of Team Working
What constitutes a good team?
Identify and overcome barriers to team working.
Evidence of close and flexible working relationship with profession colleagues.
Evidence of managing conflicts and overcoming it.
Produce a recorded evidence of the above and discuss with the preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 8:
Maintains own portfolio in accordance with registration requirements. *Maintenance of up to date records of own development *Provide
evidence of reflection upon real situation *What strategies used – the least / most successful *How this influenced the outcome *What
lesson have been learnt from this.
To provide a record of learning & development
Record of written reflection.
Testimony of preceptor, senior colleagues, students, other professional and service users.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 9
Provide reflections on your Attend training in low intensity psychological therapies or demonstrate knowledge and competence in previously
learned skills in psychological therapies e.g. Cognitive Behavioural Therapy, Solution Focussed Therapy, Behavioural Family Therapy etc. and
undertake the following:
Learning and discuss these with your preceptor and psychological therapies trainer.
Produce evidence of your learning and discuss with your preceptor
Identify your personal development plan in relation to your psychological therapies knowledge base.
Attend the learning and development sessions on psychological therapies and reflect on your learning
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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SECTION 8
KSF CORE DIMENSION 3: HEALTH, SAFETY AND SECURITY
Preceptor and Preceptee to sign and date each level once achieved utilising the below plan and activities.
(NB: Levels 4 & 5 cannot be achieved until year two following completion of preceptorship Levels 1, 2 & 3 in year 1).
Health, Safety and Security Performance Criteria Preceptorship
(To be achieved within the 12 months)
CPD (Cannot be achieved until after
12 months & first appraisal)
Level 1 (Observed Skill)
Level 2 (Practiced skill)
Level 3 (competent skill)
Level 4 (competent to
teach)
Level 5 (competent to
assess)
Acts in ways that are consistent with legislation, policies and
procedures for maintaining own and others health safety & security
Apply relevant principles to ensure the safe administration of
therapeutic substances.
Use appropriate risk assessment tools to identify actual and
potential risks
Identify environmental hazards and eliminate and/or prevent them
where possible.
Communicate safety concerns to a relevant authority.
Manage risk to provide care which best meets the needs and
interests of patients, clients and the public.
Practice in accordance with the NMC’s Code of Professional Conduct.
Identify unsafe practice and respond appropriately to ensure a safe
outcome.
Manage the delivery of care services within the sphere of one’s own
accountability.
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Activities for achieving performance criteria: (Health, Safety and Security)
Activity 1
Attend the following relevant statutory and mandatory training within the Trust and provide evidence of your attendance and reflection on
your learning and discuss with your preceptor: *Moving and handling *CPA *Safe use of equipment *Fire safety *CPR *Infection Control
*Child protection *Vulnerable Adults *Lone working *Risk management *Mental Capacity Act *Mental Health Act
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
You must show evidence of utilising the training appropriately within
your area of work with reflective account of your experience.
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Activity 2
Provide your preceptor with evidence of your knowledge of and competence in the following:
Evidence of awareness of responsibility to monitor, record and report incidents through appropriate channels:
o Appropriate use of CIRA. Trusts risk management strategy and DATIX electronic incident reporting system.
o Written Reports
o Near misses
Copies of incident report forms completed and submitted by you.
Evidence of liaising with Preceptor/Line Manager or other relevant professionals/department
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 3
Under the supervision of the preceptor/HCP, undertake the following:
Identify assessment tools used within your placement area and provide evidence of your use of these
Undertake regular assessments of clients and present your findings, outlining how you would prioritise their care.
Providing your rationale identify how you would prioritise the care required following these assessments
Identify evaluation tools that are utilised within your placement area and provide evidence of your use of these
Reflect on your own performance
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 4
Under the supervision of your preceptor undertake administration of medication for 1 month and complete the NMC guidelines on
administration of medication learning package and discuss this with your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 5
Discuss the relevant policies in relation to Medicines management and identify the correct procedure for reporting errors.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 6
Reflect on your experience of maintaining safety within the placement area and complete a health and safety risk assessment of your place
of work and discuss your findings with the Trust Health and Safety Manager and your preceptor you may wish to consider the following: *
Factors that may increase this area of risk. *The information needed to assess this risk. *Relevant preventative and risk management strategies. *Methods in communicating risk within your service. *Examples where you have provided support to others in maintaining health, safety and security e.g. Advice to family/carers, working practice within own service area, share knowledge base with team members, showing
initiative to improve health and safety.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 7
Demonstrate to your preceptor how you would or have identified or managed an emergency. You must consider the following:
*What strategies did you use? *How did you summon help? *What actions did you take to contain the emergency? *How were the outcomes
influenced by: *Legislation. *Organisational policies and procedures. *Professional guidelines.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 8
Provide evidence of your knowledge of infection control policies and procedures and complete the infection control competencies with your
preceptor and identify universal infection control precautions.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 9
Contact the Infection Prevention and Control Nurse Specialist and complete a hand hygiene assessment and discuss the outcome with your
preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 10
Identify a patient within your area of work and discuss the infection controls associated with this patient with the Infection, Prevention and
Control Nurse Specialist.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 11
Demonstrate knowledge of the Healthcare Commission Annual Health Check and discuss your input with your preceptor
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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SECTION 8
KSF CORE DIMENSION 4: SERVICE IMPROVEMENT
Preceptor and Preceptee to sign and date each level once achieved utilising the below plan and activities.
(NB: Levels 4 & 5 cannot be achieved until year two following completion of preceptorship Levels 1, 2 & 3 in year 1).
Service Improvement Performance Criteria Preceptorship
(To be achieved within the 12 months)
CPD (Cannot be achieved until after 12
months & first appraisal)
Level 1 (Observed Skill)
Level 2 (Practiced skill)
Level 3 (competent skill)
Level 4 (competent to teach)
Level 5 (competent to
assess)
a) Discussed with Preceptor/manager/work team the changes
that need to be made in own practice and the reasons for
them.
b) Adapts own practice as agreed and seek support as
necessary.
c) Engages in evaluation of services as required
d) Engages in evaluation of preceptorship experience
e) Advises preceptor and line manager when direction, policies
and strategies are adversely affecting users of services or
the public
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Activities for achieving performance criteria: (Service Improvement)
Activity 1
Demonstrate your ability to challenge poor practice and negative cultures within the organisation and discuss this with your preceptor and
colleagues within the Trust. You must complete the following:
Attend the learning and development sessions on team working and challenging organisational culture and reflect on your learning
Work in line with the Trust Visions, values and operating principles and discuss these with your colleagues and your preceptor
Work in a manner that is respectful and supportive to your colleagues and to those you are caring for
Support culture change within the organisation and respectfully challenge staff who are unwilling to engage in positive change.
Summarise the whistle blowing policy and discuss this with your preceptor.
Identify an area for improvement within your service and discuss this with your preceptor detailing how you would encourage others
to support the changes you recommend.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 2
Demonstrate effectiveness in service development and provide your preceptor with: *Evidence of participation with the team in identifying areas for potential service development. *Examples of when you’ve had a bright idea individually about how a service could be improved. *Examples of bright ideas with a group of peers about how a service could be improved and consider the following: # How did you take it forward? # What did you do that was good? # What difficulties you encountered? # How did you overcome these difficulties? # Reflection on how it could be done differently.
Comments Preceptor/Preceptee
Signature/Print Name
and Date Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 3
Discuss with your preceptor your involvement with clinical audit and governance initiatives and provide written documentation to support your
learning regarding the following: *Evidence of adapting own practice as agreed. *Evidence of monitoring and evaluating effectiveness of own working practice. *Evidence of implementing agreed changes within own work area/service. *Evidence of participation in evaluating the area of practice and your preceptorship with senior staff. *Reflection on your journey of change.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 4
Make suggestions/recommendations on the following and discuss these with your preceptor: *Policies / procedures. *Protocols. *Service
changes within own area / service.
Provide evidence of having supported others in their understanding of the need of change and consider the following: *What strategies were
used? *What was least / more successful? * Reflection on how it went and what changes may you make.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 5
Demonstrate evidence of involvement with the implementation of the following and discuss with your preceptor:
Guidelines
Protocol
Policies
NSF
NICE Guidelines
Comments Preceptor/Preceptee
Signature/Print Name
and Date Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 6
Discuss with your preceptor situations when you have had to alert line manager/work team when policies and strategies used are affecting
service users and reflect on this.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 7
Consider how you would support your colleagues in ensuring that unsafe or unacceptable practice are challenged and document what steps you
would take to ensure a positive outcome and discuss these with your preceptor. You may wish to consider reviewing the following policies,
guidance and relevant legislation: *Whistle blowing policy. *Challenging bullying & harassment in the workplace. *Trust Visions, values & operating principles. *Vulnerable adult protection procedures. *Sandwell interagency Child protection procedures. *Clinical supervision policy. *Incident reporting mechanisms.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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SECTION 8
KSF CORE DIMENSIONS 5: QUALITY
Preceptor and Preceptee to sign and date each level once achieved utilising the below plan and activities.
(NB: Levels 4 & 5 cannot be achieved until year two following completion of preceptorship Levels 1, 2 & 3 in year 1).
Quality Performance Criteria Preceptorship
(To be achieved within the 12 months)
CPD (Cannot be achieved until after 12
months & first appraisal)
Level 1 (Observed Skill)
Level 2 (Practiced skill)
Level 3 (competent skill)
Level 4 (competent to teach)
Level 5 (competent to
assess)
a) Acts consistently with legislation, policies, procedures and
other quality approaches and supports others in doing so
b) Works within limits of own competence.
c) Able to prioritises own workload and organises own work to
meet these priorities and reduce risks to quality.
d) Uses and maintains resources efficiently and effectively and
encourages others to do so.
e) Monitors the quality of work in own area and alerts others to
quality issues.
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Activities for achieving performance criteria: (Quality)
Activity 1
Audit the range of documentation utilised for patient care within your placement setting and discuss this with your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 2
Identify the normal role range of members of the health and social care team within your placement area. Provide a role summary of at least
4 differing members.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 3
Reflect upon a client scenario in which other members of the multi-professional team were involved in care and discuss this with your
preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 4
Attend the Corporate Trust Induction day and all relevant mandatory and statutory training required for your post and provide evidence of
your attendance and learning to your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 5
Utilising a reflective account identify four situations where you acknowledge your limitations and need to refer to another registered
practitioner
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 6
Attend the associated learning and development day facilitated by the Preceptorship lead for the Trust and provide evidence of
your learning to your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 7
Demonstrate knowledge and understanding of the seven core domains within Standards for Better Health, summarise and discuss with your
preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 8
Demonstrate your knowledge of National Service Frameworks (NSFs) and provide evidence of your knowledge to your preceptor by:
Identifying what are National Service Frameworks
Identify 3 NSFs linked to your area of practice
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 9
Summarise the role of the National Institute for Health and Clinical Excellence and how it impacts on your clinical practice and discuss your
findings with your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 10
Choose 3 NICE Guidelines relevant to your area of practice and put together information for your colleagues on the guidance and present
these to your fellow preceptorship colleagues during the associated learning and development day and obtain written feedback from the
facilitator.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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SECTION 8
KSF CORE DIMENSIONS 6: EQUALITY AND DIVERSITY
Preceptor and Preceptee to sign and date each level once achieved utilising the below plan and activities.
(NB: Levels 4 & 5 cannot be achieved until year two following completion of preceptorship Levels 1, 2 & 3 in year 1).
Equality and Diversity Performance Criteria Preceptorship
(To be achieved within the 12 months)
CPD (Cannot be achieved until after 12
months & first appraisal)
Level 1 (Observed Skill)
Level 2 (Practiced skill)
Level 3 (competent skill)
Level 4 (competent to teach)
Level 5 (competent to
assess)
a) Demonstrate fairness and sensitivity when responding to
patients, clients and groups from diverse circumstances.
b) Recognise the needs of patients and clients whose lives are
affected by disability, however manifest
c) Recognises the importance of people’s rights and acts in
accordance with legislation, policies and procedures.
d) Takes account of own behaviour and its effect on others.
e) Identifies and takes action when own or other’s behaviour
undermines equality and diversity.
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Activities for achieving performance criteria: (Equality and Diversity)
Activity 1
Summarise current policy that seeks to promote diversity and equality in Mental Health and Learning Disabilities care and discuss this with
your preceptor.
Comments Preceptor/Preceptee
Signature/Print Name
and Date Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 2
During the Preceptorship consider how particular groups of service users might experience discrimination from service providers, other
service users and the wider community and discuss this with your preceptor. You may like to consider:
The basis for discrimination (ethnicity, age, gender, disability, sexual orientation).
Forms of discrimination (cultural insensitivity, access to services, inappropriate services, the expression of prejudicial attitudes,
bullying, harassment).
The consequences of discrimination for service users and others.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 3
Following observation of practitioners and discussion with your Preceptor/ Health Care Professional provide a written account of how you
encourage individuals to express their religious, spiritual, and cultural needs in the community and to empower themselves by promoting
choices, rights, roles and responsibilities.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 4
Attend Trust based diversity training and provide your preceptor with evidence of your attendance and subsequent learning.
You may like to consider: ‘Play fair’ into action – Equality and Diversity division.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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Activity 5
Evidence of challenging behaviours that infringes the rights of others and how you overcame this issues within your area of work.
Comments Preceptor/Preceptee
Signature/Print Name
and Date
Agreed Plan of Action with
Preceptor
Preceptee comments & self-
assessment
Preceptor comments of overall
performance criteria
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SECTION 9:
Competencies: BCPFT values and goals embedding NMC code
Preceptee name: Commencement date:
As part of this preceptorship programme, and to improve the experience of patients / users of the service in which you work, you are
required to demonstrate and reflect on all of the 5 trust behaviours in ‘Our Promise’ as identified below. These behaviours are what our
patients and colleagues expect from us.
Visions, Values, Goals and Strategic Objectives
Vision strapline: Our community: you matter, we care
Vision statement: To work with local communities to improve
health and well-being for everyone
Values
Honesty and Transparency - we will act in a transparent way that supports
honesty and openness
Integrity -we will act in a professional and competent way
Empowerment - we will empower: people who use services; carers and staff
Compassion and Kindness -people who use our services, carers and staff will
be treated with compassion and kindness
Dignity and Respect -people who use services, carers and staff will be
treated fairly, with dignity and respect, appreciating their individuality.
Goals
To reduce inequality by recognising diversity and celebrating
difference
To improve and promote the health and well-being of local
communities
To provide high quality care, in the right place, at the right time
To put people and their families at the heart of care Vision, Values
and Goals
Strategic Objectives
1. We will nurture a culture which provides: safe, effective, caring,
responsive and well led services.
2. We will involve and listen to patients, carers and family's experience
to continually improve services we provide.
3. We will be a leading provider of specialist mental health, learning disability
and children's services, proactively seeking opportunities to develop our
services building partnerships with others, to strengthen and expand the
services we provide.
4. Attract and retain a well-trained, diverse, flexible, empowered and valued
workforce.
5. Resources will be used effectively, innovatively and in a sustainable manner.
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Trust Values and Goals
Honesty and Transparency - we will act in a transparent way that supports honesty and openness
Date of assessment:____________________________ Target date:_____________________________
How has Preceptee demonstrated the Trust behaviours positively in action? Embedding the NMC ‘the Code, Professional standards of
practice and behaviour for nurses and midwives’. (2015). The code is part of revalidation and a focus for professional reflection. There are
four key standards to refer and provide evidence, therefore strongly advised to utilise the code for guidance.
Indicate where you see yourself on line below with a X
Your preceptor/manager indicates where they see you with a O
Effective Goals Ineffective goals
For example:
Demonstrates honesty, politeness, helpfulness and answer any
questions asked to the best of your ability. Adheres to policies and
procedures (all relevant in practice), including complaint procedure,
whistleblowing or raising a safeguard alert. Introduces self to all,
wears identification at all times.
For example:
Takes things at face value, reacts to requests/problems without thinking
through. Not demonstrating politeness towards others or being open and
honest. Not aware of surroundings leading to breach of confidentiality.
Not aware of trust policies or procedures including complaint procedure,
whistleblowing or raising a safeguard alert.
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Prioritise people (e.g. Demonstrates the ability to listen to people and respond to their
preferences and concerns, act in the best interest of people at all
times)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Shows little or no interest in what patients/service users are looking to
achieve within their care or makes assumptions on their behalf. Limit
awareness of respect to others, person’s rights and not informing the
appropriate channels of any conscientious objection to a particular process
in care delivery.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Practice effectively (e.g. Demonstrates the ability and skill to always practise in line with
the best available evidence, communicate clearly, taking responsible
steps to meet individual’s communication barriers and language needs,
provide honest, accurate and constructive feedback to colleagues
accordingly. Sharing information to identify and reduce risk.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Limit range of communication skills, not taking reasonable steps to
meet people’s communication needs. Poor range of evidence based practice
that is not honest or transparent leading to poor service and delivery of
care.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Preserve safety (e.g. Ability to demonstrate and recognise own competency and work
within own limitations. Open and candid with all service users /
patients about all aspect of their care and treatment, including any
mistakes or harm have taken place. Acting without delay of any risk to
patient / service user’s safety or public protection.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. limit ability to demonstrate and recognise own competency and work
within own limitations requiring close supervision. Takes limited
responsibility to be open and candid with all service users / patients about
all aspect of their care and treatment this may include any mistakes or
harm that have taken place. No sign of acting without delay of any risk to
patient / service user’s safety or public protection.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Promote professionalism and trust (e.g. Demonstrates the ability to uphold the reputation of nurse
profession of all times, respect the rights of data protection and
confidentiality. Acting with honesty and integrity at all times.
Cooperates with all investigations and audits implemented within the
service provision.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Non-cooperative in any investigation or audit implemented within the
service provision. Told any employer of other work obligations, any practice
restrictions that affect PIN and registration, limit awareness of refusal of
gifts from service users / carers)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours
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Integrity - we will act in a professional and competent way
Date of assessment:____________________________ Target date:_____________________________
How has Preceptee demonstrated the Trust behaviours positively in action? Embedding the NMC ‘the Code, Professional standards of
practice and behaviour for nurses and midwives’. (2015). The code is part of revalidation and a focus for professional reflection. There are
four key standards to refer and provide evidence, therefore strongly advised to utilise the code for guidance.
Indicate where you see yourself on line below with a X
Your preceptor/manager indicates where they see you with a O
Effective Goals Ineffective goals
For example:
Ensuring professional integrity including own professional reputation
and credibility remain intact. Demonstrates core values in nursing
including truthfulness and honesty. Accepting responsibility of own
actions i.e. remorseful. Embedding the 6 C’s (Communication,
compassion, caring, courage, commitment, competence and courage).
Strengthening and expanding service delivery.
For example:
Limit ability to understand moral principles and core values within role and
responsibilities. Not grasping own responsibilities and limitations. Poor
leadership, reputation and credibility. Resulting in mistakes / errors within
practice.
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Prioritise people (e.g. Demonstrates the ability to put the safety interests of people
first, providing safe, effective, caring, responsive and well lead
service. Encouraging and empowering people receiving care to be
involved in decision making of their health, wellbeing and care needs.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Shows little or no interest in what patients/service users are looking to
achieve within their care or makes assumptions on their behalf. Unable to
be responsive in patient care and treatment leading to delay in care
service.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Practise effectively (e.g. Demonstrates the ability and skill to always work cooperatively by
respecting the skills, expertise and any contributions made by
colleagues. Clearly sharing skills, knowledge and experience in practice
in line with the best available evidence, communicate clearly, taking
responsible steps and integrity accepting responsibility of own
actions.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Limit range of delegation skills and decision making, poor communication
skills, not taking reasonable steps to meet people’s communication needs.
Poor range of evidence based practice that is not honest or transparent
leading to poor service and delivery of care.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Preserve safety (e.g. Ability to act with integrity raising concerns immediately,
understand issues that went wrong and show the ability to rectify and
put the necessary plans into place. Demonstrate and recognise own
competency and work within own limitations. Acting without delay of
any risk to patient / service user’s safety or public protection.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. limit ability to demonstrate and recognise own integrity, competency
and work within own limitations requiring close supervision. Takes limited
responsibility to be open and candid with all service users / patients about
all aspect of their care and treatment this may include any mistakes or
harm that have taken place. No sign of acting without delay of any risk to
patient / service user’s safety or public protection.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Promote professionalism and trust (e.g. Demonstrates the ability to uphold the reputation and integrity of
nurse profession of all times, respect the rights of data protection and
confidentiality. Acting with honesty and integrity at all times.
Cooperates with all investigations and audits implemented within the
service provision.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Expressing personal beliefs onto others. Limit awareness of clear
professional boundaries at all times. Failing to accept own responsibility
for own actions that impact in duty of care. Non-cooperative in any
investigation or audit implemented within the service provision. Told any
employer of other work obligations, any practice restrictions that affect
PIN and registration, limit awareness of refusal of gifts from service
users / carers)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours
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EMPOWERMENT - we will empower: people who use services; carers and staff
Date of assessment:____________________________ Target date:_____________________________
How has Preceptee demonstrated the Trust behaviours positively in action? Embedding the NMC ‘the Code, Professional
standards of practice and behaviour for nurses and midwives’. (2014). The code is part of revalidation and a focus for
professional reflection. There are four key standards to refer and provide evidence, therefore strongly advised to utilise the
code for guidance.
Indicate where you see yourself on line below with a X
Your preceptor/manager indicates where they see you with a O
Effective Goals Ineffective goals
For example:
Demonstrates through skills and competencies the diverse, flexible,
fair and consistent approaches in promoting a healthy working
relationship between patients, service users, carers, professionals
and environments where empowerment can thrive. Fostering patient /
service user independence by recognising and respecting them in
planning and delivery of care.
For example:
Limited awareness of empowerment observed, unable to demonstrate
promoting a healthy working relationship between patients, service users,
carers, professionals and environments where empowerment can thrive.
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Prioritise people (e.g. Encourages and empowers patients/ service users to share
decisions about their treatment and care. Demonstrates the ability to
listen to people and respond to their preferences and concerns, act in
the best interest of people at all times. Act as an advocate for the
vulnerable relating to their care.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Shows little or no interest in what patients/service users are looking
to achieve within their care or makes assumptions on their behalf. Limit
awareness of respect to others, person’s rights and not informing the
appropriate channels of any conscientious objection to a particular process
in care delivery.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Practise effectively (e.g. Demonstrates the ability to work cooperatively to endeavour
empowerment including patients, services users and professionals by
respecting and supporting them through sharing information to identify
and reduce risk and preserving the safety of those receiving care.
Always practise in line with the best available evidence, communicate
clearly, taking responsible and independent steps to meet individual’s
communication barriers and language needs, provide honest, accurate
and constructive feedback to colleagues accordingly)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Limit range of evidence based practice that is not authorised leading
to poor service and delivery of care. Poor skills of working cooperatively
with others. Poor range of implementing empowerment / independence and
not taking reasonable steps to meet people’s communication needs.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Preserve safety (e.g. Ability to enable and demonstrate own competency and work within
own limitations. Open and candid with all service users / patients about
all aspect of their care and treatment where empowerment can thrive,
including any mistakes or harm have taken place. Acting without delay
of any risk to patient / service user’s safety or public protection.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Limited ability to empower people who use services, carers and staff.
Unable to demonstrate and recognise own competency and work within own
limitations requiring close supervision. Takes limited responsibility to be
open and candid with all service users / patients about all aspect of their
care and treatment and promoting their empowerment.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Promote professionalism and trust (e.g. Demonstrates the ability to uphold the reputation of nurse
profession of all times, having a clear understanding of empowerment
and acknowledging any implications this can have between role of nurse
and patient, such as too much empowerment can lead to anxieties and
overload of information. Being able to stay objective and have clear
professional boundaries at all times.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Non-cooperative in any standards of practice and behaviour set out in
the NMC code or / and the values of the trust. Limited skills around
promoting a healthy working relationship between self, patient / service
user, professional and environment where empowerment can thrive.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours
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COMPASSION and KINDNESS -people who use our services, carers and staff will be treated with compassion and
kindness
Date of assessment:____________________________ Target date:_____________________________
How has Preceptee demonstrated the Trust behaviours positively in action? Embedding the NMC ‘the Code, Professional standards of
practice and behaviour for nurses and midwives’. (2014). The code is part of revalidation and a focus for professional reflection. There are
four key standards to refer and provide evidence, therefore strongly advised to utilise the code for guidance.
Indicate where you see yourself on line below with a X
Your preceptor/manager indicates where they see you with a O
Effective Goals Ineffective goals
For example:
Demonstrates qualities within nursing including warm, friendly and
professional. Keen to get into tasks embedding maturity and
empathy when interacting with all involved in care setting.
Showing attention to another and acknowledging the individuals
situation, values, beliefs and point of view. The ability to convey
compassion, kindness, openness and generosity without being
judgemental.
For example:
Takes things at face value, reacts to requests/problems without
thinking through. Limitation of showing any compassion and kindness
towards people who use our services, carers and staff. Not
demonstrating genuine interest in patient care and wellbeing.
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Prioritise people (e.g. Demonstrates and expresses genuine interest in patient care and
wellbeing, implementing a holistic approach acknowledging their
thoughts, feelings and what matters to them. The ability to listen to
people and respond to their preferences and concerns, act in the best
interest of people at all times)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Shows little or no interest in what patients/service users are looking
to achieve within their care or makes assumptions on their behalf. Limited
kindness and compassion leading to lack of respect to others, person’s
rights and not informing the appropriate channels of any conscientious
objection to a particular process in care delivery.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Practise effectively (e.g. Patients / service users are treated with compassion, respect and
dignity at all times and that care is tailored to their needs.
Demonstrates the ability and skill to always practise in line with the
best available evidence, communicate clearly, taking responsible steps to
meet individual’s communication barriers and language needs, provide
honest, accurate and constructive feedback to colleagues accordingly.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Inability to show or to express genuine interest in patient care, limit
range of communication skills, not taking reasonable steps to meet people’s
communication needs. Unable to convey kindness, openness and generosity
demonstrating poor range of evidence based practice that is not honest or
transparent leading to poor service and delivery of care.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Preserve safety (e.g. ability to demonstrate and recognise own competency and work
within own limitations. Shows attention to others and acknowledging
their situation, values, dignity and points of view. The ability to install
hope and not implement false hope. Being compassionate, open and
candid with all service users / patients about all aspect of their care
and treatment, including any mistakes or harm have taken place. Acting
without delay of any risk to patient / service user’s safety or public
protection.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. limit ability to demonstrate and recognise own competency and work
within own limitations requiring close supervision. Takes limited
responsibility to be kind, open and candid with all service users / patients
about all aspect of their care and treatment this may include any mistakes
or harm that have taken place. No sign of acting with compassion placing
risk to patient / service user’s safety or/and public protection.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Promote professionalism and trust (e.g. Demonstrates the ability to uphold the reputation of nurse
profession of all times, acting in a compassionate, kind, warm, friendly
and professional manner, showing maturity and empathy. Acting with
honesty and integrity at all times. Without signs of discriminations,
bullying or harassment.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Limited experience and embedment of kindness and compassion
towards others.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours
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DIGNITY and RESPECT
Date of assessment:____________________________ Target date:_____________________________
How has Preceptee demonstrated the Trust behaviours positively in action? Embedding the NMC ‘the Code, Professional
standards of practice and behaviour for nurses and midwives’. (2014). The code is part of revalidation and a focus for
professional reflection. There are four key standards to refer and provide evidence, therefore strongly advised to utilise the
code for guidance.
Indicate where you see yourself on line below with a X
Your preceptor/manager indicates where they see you with a O
Effective Goals Ineffective goals
For example:
Demonstrates core values in nursing by embedding the 6C’s, being
sympathetic and helpful. Respecting all in the care of the nurse
as individuals and that they are at the centre of their care.
Allowing individuals to do as much for themselves as possible
promoting their independence. Always treating individuals with
dignity, respect and kindness, providing privacy and
confidentiality at all times. Strengthening and expanding service
delivery.
For example:
Limited awareness of dignity and respect to others, no opportunities
for individuals to make decisions about their care. Limit involvement
in care plans and delivery of care.
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Prioritise people (e.g. Embeds core values of nursing. Takes into account individual’s
diversity, culture and religious needs. Always treating others with
dignity, respect and Kindness. Demonstrates the ability to listen to
people and respond to their preferences and concerns, providing
privacy and confidentiality at all times and that information about them
is shared appropriately following the policies and procedures of data
protection.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Shows little or no interest in what patients/service users are looking
to achieve within their care or makes assumptions on their behalf. Limit
awareness of respect to others, person’s rights and not informing the
appropriate channels of any conscientious objection to a particular process
in care delivery.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Practise effectively (e.g. Demonstrates the ability and skill to always practise in line with
the best available evidence, communicate clearly, respect others skills,
expertise and contributions. Taking responsible steps to meet
individual’s communication barriers and language needs, embedding
dignity at all times. Provide honest, accurate and constructive feedback
to colleagues accordingly. Sharing information to identify and reduce
risk.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Limit range of communication skills, not showing respect or / and
dignity towards others or taking reasonable steps to meet people’s
communication needs. Poor range of evidence based practice that is not
honest or transparent leading to poor service and delivery of care.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Preserve safety (e.g. Ability to demonstrate and recognise own competency and work
within own limitations. Respect and dignity with all service users /
patients about all aspect of their care and treatment, including any
mistakes or harm have taken place. Acting without delay of any risk to
patient / service user’s safety or public protection.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. limit ability to demonstrate and recognise own competency and work
within own limitations requiring close supervision. Unable to demonstrate
respect or dignity to all service users / patients about all aspect of their
care and treatment this may include any mistakes or harm that has taken
place. No sign of acting without delay of any risk to patient / service user’s
safety or public protection.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours:
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Promote professionalism and trust (e.g. Demonstrates the ability to uphold the reputation of nurse
profession of all times, respect the rights of data protection and
confidentiality. Acting with Dignity, honesty and integrity at all times.
Cooperates with all investigations and audits implemented within the
service provision.)
Key Achievements
Key Strengths & demonstration of Trust Behaviours:
(e.g. Non-cooperative, lack of respect and dignity in any investigation or
audit implemented within the service provision. Told any employer of other
work obligations, any practice restrictions that affect PIN and
registration, limit awareness of refusal of gifts from service users /
carers.)
Further developments
Further developments of Key Strengths & demonstration of Trust
Behaviours
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BCPFT Values and Goals summary
Preceptee:
Base:
Preceptor:
Date of review:
BCPFT values Not achieved Achieved values
Preceptee
Self-assessment
Preceptor Preceptee
Self-assessment
Preceptor
Honesty and Transparency
Integrity
Empowerment
Compassion and Kindness
Dignity and Respect
Additional comments:
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SECTION 10: FINAL INTERVIEW (12 MONTH REVIEW)
Preceptee’s summary of Achievement during Preceptorship:
Preceptor’s Evaluation of Progress and any outstanding needs:
Preceptee name (capital Letters): Preceptor name (capital Letters):
Signature of Preceptee: Date: Signature of Preceptor: Date:
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AREAS OF DIFFICULTY IN PROGRESS
Where areas are showing difficulty in progression, which cannot be resolved by the Preceptee and preceptor, a meeting should be arranged with the
team leader to agree a course of action.
Concern / Problem area:
Strategies / action plans already tried:
Future action plan (including actions by Preceptee / preceptor / team leader / others and timescales):
Preceptee name (capital Letters): Preceptor name (capital Letters):
Signature of Preceptee: Date: Signature of Preceptor: Date:
Team Manager: Date:
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Preceptorship Final checklist sheet
PRECEPTEE:
PRECEPTOR:
Line Manager:
Preceptee and preceptor to sign and date after completing, a tick / cross with comment in the appropriate boxes.
Complete
Y /N
comment Sign and date
Preceptee and
Preceptor
Attendance
Has the Preceptee been given agreed dates/
meetings (section 4)
Competencies
Successfully completed competencies or equivalent
(section 8)
KSF Core Dimension 1
KSF Core Dimension 2
KSF Core Dimension 3
KSF Core Dimension 4
KSF Core Dimension 5
KSF Core Dimension 6
Additional competencies please specify
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BCPFT values and goals (section 9)
Honesty and transparency
Integrity
Empowerment
Compassion and Kindness
Dignity and respect
Continuing professional development
Has the Preceptee completed the following:
Self-assessment tools (section 2)
Personal Development Plan (section 3)
Reflective accounts (section 4)
Preceptorship agreement
Any areas of difficulties / progression (section 10)
Final interview.
On completion please photocopy and submit original final checklist form to Practice Placement Management Team.
This is to enable a receipt of certificate of completion to be forwarded accordingly to Preceptee for CPD record.
Return address:
The Beeches, Penn Hospital, Penn Rd, WV4 5HN
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When the newly qualified staff had completed their preceptorship, their professional
development will continue with a series of taught and facilitated session.
Staffs who are the lead within the area of expertise and knowledgeable in that area will lead
the taught session. These will be senior staff within the Trust and some outside speakers as
and when appropriate.
The facilitation group will be led by the Preceptee’s themselves supervised by the
Practitioner Lecturer. This will be issues and concerns that have been identified by
preceptors and Preceptee in their area of work. There will be role-plays and discussions using
solution focused and problem solving skills. Preceptee’s will be encouraged to identified
solution and provide a working plan to overcome the issues or problems.
This is to encourage Preceptee’s to take responsibilities for their own issues, concern and
problems that they have to deal with in the clinical practice. They can support each other and
there is a consistent approach throughout the Trust.
At the end of these sessions, it is envisaged that the Preceptee’s will gain knowledge,
understanding and confidence in ensuring that they are able to instill good practice and
challenge bad practices in their clinical areas. These should help them to become a competent
qualified nurse who can support other members of the team to deliver the best care for
their service users.
On completion of the preceptorship package, you, your preceptor / line manager are required
to complete and sign the final checklist form. Photocopy and submit original to BCPFT
Practice Placement Management Team (contact details page 2). This is to enable a receipt of
certificate of completion to be forwarded accordingly to you for CPD record and personal
file.
GOOD LUCK AND BEST WISHES ON YOUR NEW JOURNEY TO
BECOME A COMPETENT AND SKILLFUL NURSE
TO MEET THE NEEDS OF YOUR
SERVICE USER/CARER AND FAMILIES.
Nursing Preceptorship Programme
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Nursing Preceptorship Programme and Portfolio Pack for Band 5
Updated & revised by: Helenah Duffill & Sean Hare
Practice Placement Management Team - BCPFT
Revised date: June 2017
References
Appraisals and KSF Made Simple – A Practical Guide NHS Staff Council. (Nov 2010)
Bjerkes, MS, Bjork IT (2012) Entry into nursing: an ethnographic study of newly qualified nurses taking on the nurses’ role in hospital setting. Nursing research and
practice.
Charnley (1999) cited in Please Help! I’m newly qualified. Art & Science:
Preceptorship, Nursing Standard vol 14/no16/2000
CMMC EDT 02/05: Educational Development Team (Central) Working Group Definition
Cole (2004): Support System. The Nursing Times Guide 2003/2004 E-map Healthcare.
London
Council of Deans, 2009 cited pp. 10 of Department of Health (2010) Preceptorship framework for newly qualified nurses, midwives and allied health professionals.
London. Department of Health.
Department of Health (2004) The NHS Knowledge and Skills Framework and the
Development Review Process. London.
Department of Health, (2010) Preceptorship framework for newly registered nurses, midwives and allied health professionals. COI DoH.
McMullan,M., Endocott,R (2003) Portfolios and assessment of competence; a review of the literature, Journal of Advanced Nursing, 41 (3): pp283-294
NMC (2002): Supporting nurses and Midwives through lifelong learning. Nursing and
Midwifery Council, London
NMC (2008): The NMC code of professional conduct: standards for conduct, performance and ethics. London.
NMC (2014): The code; Professional standards of practice and behaviour for nurses and midwives. London. www.nmc-uk.org.
UKCC (1993): Registrar’s letter 1/1993. United Kingdom Central Council London.