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Performance Review and Staff Development
Leading and Managing
the Implementation of PRSD in Schools
A Conference for Principals and Senior Leaders
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 2
Conference structureConference structureConference structureConference structure
Session 1 - Context for PRSD in schools
Session 2 - Overview of PRSD scheme
Session 3 - Initiating, implementing and sustaining PRSD in the school
Session 4 - Conclusion
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 3
PRSD in its Wider ContextPRSD in its Wider ContextPRSD in its Wider ContextPRSD in its Wider Context
• part of a wider agenda of educational change
• linked to school development planning
• focused on continuing professional development
• building on existing practice in SDPR, Threshold Assessment and other school-based policies
• to be operational from September 2005
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 4
Key Points about PRSDKey Points about PRSDKey Points about PRSDKey Points about PRSD
• an agreed scheme
• linked to school development plan
• applicable to all qualified teachers (except teachers in induction and EPD)
• an annual review cycle with three stages
• roles and responsibilities for
– employing authorities / boards of governors / governor reviewers / external advisers / principals / teachers
• to be reviewed after two years
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 5
Expected Outcomes of the Expected Outcomes of the ConferenceConference
Expected Outcomes of the Expected Outcomes of the ConferenceConference
This conference will
• show you how PRSD fits into the wider educational picture
• explain what PRSD offers schools
• provide an overview of the annual review cycle
• explore the processes of the scheme for principals and teachers
• give you time to consider the PRSD’s most important elements
• help you put a PRSD scheme in place in your school and be aware of connections to associated school policies/procedures
• signpost resources for supporting school based training for teachers
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 6
Expected Outcomes of the Expected Outcomes of the ConferenceConference
Expected Outcomes of the Expected Outcomes of the ConferenceConference
This conference cannot
• consider whether or not there should be a PRSD scheme
• deal with specific matters relating to pay and affordability
• deal with specific matters relating to Employing Authorities
• give you detailed information about every aspect of the scheme
• answer every question you might have about PRSD
• tell you how you put PRSD in place in your school
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 7
Challenges Challenges Facing Facing
SchoolsSchools
Challenges Challenges Facing Facing
SchoolsSchools
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 8
Core Purposes Core Purposes of Schoolsof Schools
Core Purposes Core Purposes of Schoolsof Schools
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 9
Post Primary Review
Curriculum Review
LMS
Together Towards
Improvement
SENDO
ET Strategy
Curran Inquiry I & II
Numeracy Strategy
Literacy Strategy
Citizenship
Demographics
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 10
What PRSD Offers SchoolsSchools
What PRSD Offers SchoolsSchools
• it connects school development planning and performance review
• it allows school priorities to be aligned with the professional development needs of staff
• it gives professional development programmes coherence and direction
• it enables a staff development programme to focus on building confidence and capacity
• it helps schools to be better equipped to respond to the challenges they face
• it contributes to school improvement
• it helps schools make better provision for their pupils
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 11
What PRSD Offers Principals and TeachersPrincipals and Teachers
What PRSD Offers Principals and TeachersPrincipals and Teachers
• it applies to all except beginning teachers
• it focuses on continuing professional development
• it is directly linked to the school’s development plan
• it establishes a rigorous annual review process
• it provides for personal professional development
• it makes classroom/task observation part of the overall process
• it enables decisions about career progression and pay to be informed by reliable evidence
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 12
WORKSHOP 1WORKSHOP 1WORKSHOP 1WORKSHOP 1
exploring the potential of PRSD
time - 10 minutes
Reference
Conference Workbook
Page 7
Session 1
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 13
WORKSHOP 2WORKSHOP 2WORKSHOP 2WORKSHOP 2
• exploring the benefits of PRSD
• time – 15 mins
Reference
Conference Workbook
Page 9
Session 1
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 14
Low
Low
High
High
Performance Development
Scho
ol D
evel
opm
ent
Low performance culture
High staff development culture
High accountability culture
High Performance Culture
High Performing School
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 15
Challenges for Principals and Challenges for Principals and Senior LeadersSenior Leaders
Challenges for Principals and Challenges for Principals and Senior LeadersSenior Leaders
• establishing a sense of what PRSD can do in your school and the benefits it can bring
• understanding PRSD, the review process and its implications for all those involved
• preparing for the introduction and implementation of PRSD and the review process
Session 1
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 16
20 minutes
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 17
Session 2Session 2Session 2Session 2
The PRSD Process
Key documents that will be referenced during this session
PRSD Scheme (located in Handbook Appendix I)
PRSD Guidance issued by Employing Authority (located in Handbook Appendix II)
RTU PRSD Workbook for this conference
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 18
VisionVision(PRSD Scheme – Vision Statement)
VisionVision(PRSD Scheme – Vision Statement)
The scheme’s vision statement says that it is integral to the school development planning process
• recognises the significant skills, abilities and experience of teachers
• will foster their continuing professional development
• will seek to provide for all pupils the highest quality learning and teaching
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 19
Aims Aims (PRSD Scheme 2.1)
Aims Aims (PRSD Scheme 2.1)
The scheme declares that it aims to
• recognise the contribution of teachers to achieving the aims of the school development plan and help them to identify ways of enhancing their skills and performance
• identify the professional needs and necessary resources to support teachers in their professional development and career progression
• increase teachers’ participation in decision-making and career planning
• develop in teachers a greater sense of control over their work
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 20
Aims Aims (PRSD Scheme 2.1)
Aims Aims (PRSD Scheme 2.1)
The scheme goes on to state that it seeks to
• enhance the quality of education
• inform the management of schools
• improve teacher morale and motivation
• be seen by staff as enabling
• be manageable and minimise bureaucracy
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 21
Fundamental PrinciplesFundamental PrinciplesFundamental PrinciplesFundamental Principles
If the scheme’s aims are to be achieved, the review process in schools must be built on the following
- professionalism
- confidentiality
- sensitivity
- openness and transparency
- equity and fairness
- trust and confidence
Reference:
PRSD Handbook (Section 4.4)
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 22
Review Cycle Year 1 Review Cycle Year 1 (PRSD Scheme 2.2 & 4.1)
Review Cycle Year 1 Review Cycle Year 1 (PRSD Scheme 2.2 & 4.1)
Reference
PRSD Handbook
Section 3.3Initial Review Meeting
Monitoring and evidence gathering
Review discussion and review statement
Review statement Annex
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 23
The Initial Review MeetingThe Initial Review Meeting (PRSD Scheme 4.2 to 4.4)
The Initial Review MeetingThe Initial Review Meeting (PRSD Scheme 4.2 to 4.4)
• setting 3 objectives
• criteria
• SMART
• centrality of school development plan
• recording the objectives
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 24
School Vision Statement
School Aims
School Development Plan
Goals
Objectives
a statement of the actions to be taken to achieve a SMART
detectable difference in a particular area
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 25
Code of Practice Code of Practice Code of Practice Code of Practice
• The Code of Practice notes that the reviewer
– must be familiar with relevant policies
– should have access to a range of background information relevant to the reviewee’s wider professional responsibilities
– should be provided with a copy of the reviewee’s job description
Session 2
Reference
PRSD Handbook Appendix III
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 26
Workshop 3Workshop 3Workshop 3Workshop 3
• Establishing Objectives for a Performance Review
• Time - 20 minutes
Reference
Conference Workbook
Page 16
Session 2
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 27
Setting Objectives – Setting Objectives – Some SuggestionsSome Suggestions
Setting Objectives – Setting Objectives – Some SuggestionsSome Suggestions
Issues arising from the second workshop activity
• Some guidelines to consider
- remember that it is a new and unfamiliar process
- keep to the PRSD scheme
- use the additional guidance materials
- seek agreement, but ……..
- accept that it will take time to get it right
- keep the bigger picture in mind
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 28
Annual Review Cycle Annual Review Cycle (PRSD Scheme 2.2 & 4.1)
Annual Review Cycle Annual Review Cycle (PRSD Scheme 2.2 & 4.1)
Reference
PRSD Handbook
Flow Chart Appendix
Initial Review Meeting
Monitoring and evidence gathering
Review discussion and review statement
Review statement Annex
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 29
Collecting the EvidenceCollecting the Evidence (PRSD Scheme 4.6 & 4.7)
Collecting the EvidenceCollecting the Evidence (PRSD Scheme 4.6 & 4.7)
• collection of information carried out in accordance with agreed Code of Practice
• relevant to the three review objectives
• on the basis of consultation between reviewer and reviewee
• reviewees are expected to co-operate fully with any reasonable request for appropriate information
• purposes
- assist dialogue in the review discussion
- monitors progress towards achieving objectives
• classroom and/or task observation required
• conforms to fundamental principles
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 30
Classroom/Task ObservationClassroom/Task Observation (PRSD Scheme 4.7)
Classroom/Task ObservationClassroom/Task Observation (PRSD Scheme 4.7)
• part of the review process for everyone
• occurs on 2 occasions – of a maximum period of 1 hour and to take place prior to the review discussion
• related to the objectives set at the initial meeting
• designed to provide relevant evidence
• conducted in a manner consistent with fundamental principles
• value of agreed protocols for monitoring and observation established at the initial meeting
• use of observation recording documentation
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 31
Classroom Observation - ActivityClassroom Observation - ActivityClassroom Observation - ActivityClassroom Observation - Activity
• familiarise yourself with the sample classroom observation proformas
• how relevant are they to your own particular school situation?
• what are the issues you might now have to consider?
Time 5 minutes
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 32
Annual Review Cycle Annual Review Cycle (PRSD Scheme 2.2 & 4.1)
Annual Review Cycle Annual Review Cycle (PRSD Scheme 2.2 & 4.1)
Reference
PRSD Handbook
Section 3.3Initial Review Meeting
Monitoring and evidence gathering
Review discussion and review statement
Review statement Annex
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 33
The Review DiscussionThe Review Discussion (PRSD Scheme 4.8) & (PRSD Guidance 3.12)
The Review DiscussionThe Review Discussion (PRSD Scheme 4.8) & (PRSD Guidance 3.12)
• When it happens
• Who attends
• Where it happens
• What the purposes are
– establish the reviewee’s performance against the objectives set– review the extent to which objectives have been achieved– discuss the reviewee’s career aspirations– to note any personal/professional development needs arising – to agree an action plan to meet these needs– to identify three objectives for the next review cycle
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 34
Preparing for and conducting the Preparing for and conducting the review discussionreview discussion
Preparing for and conducting the Preparing for and conducting the review discussionreview discussion
Some suggestions for conducting the review discussion– establish purpose of review– consider job description– affirm the positive aspects of reviewee’s performance– review the extent to which objectives have been achieved– discuss reviewee’s professional development needs and
career aspirations– explore areas for development and establish the objectives for
the next review cycle
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 35
The Review Statement The Review Statement (PRSD Scheme 4.9 to 5.8)
The Review Statement The Review Statement (PRSD Scheme 4.9 to 5.8)
• An agreed record of the conclusions of the review discussion
- prepared by the reviewer
- agreed by the reviewee
- signed by both
- a brief and concise summary of the outcomes of the discussion
• Prepared within 10 working days of the review discussion
• A confidential document
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 36
Review Cycle ThereafterReview Cycle ThereafterReview Cycle ThereafterReview Cycle Thereafter
Monitoring and evidence gathering
Review discussion, review statement and setting objectives for next cycle
Review statement Annex
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 37
Workshop 4Workshop 4Workshop 4Workshop 4
• completing the review statement
• Time – 20 minutes
Session 2
Reference
Conference Workbook
Page 21
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 38
Some Key Points for School Some Key Points for School LeadersLeaders
Some Key Points for School Some Key Points for School LeadersLeaders
• establishing three objectives and the criteria that apply
• centrality of the school development plan
• value of school-based protocols
• importance of the reviewer’s role
• a new process, needing careful introduction
• sources of further information, guidance and support
Session 2
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 39
45 minutes
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 40
SESSION 3SESSION 3SESSION 3SESSION 3
Initiating, implementing and sustaining PRSD in the school
Key documents that will be referenced during this sessionPRSD Scheme (located in Handbook Appendix I)PRSD Guidance issued by Employing Authority (located in
Handbook Appendix II)RTU PRSD Workbook for this conference
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 41
Roles and ResponsibilitiesRoles and ResponsibilitiesRoles and ResponsibilitiesRoles and Responsibilities
• Employing Authorities (Handbook 6.1)
• Advisory and Co-ordinating Group (Scheme 1.5)
• Boards of Governors (Handbook 6.2)
• Governor Reviewers (Handbook 6.2)
• External Advisers (Handbook 6.3)
• Principals (Handbook 6.4)
• Reviewers (Handbook 8 and 9)
• Reviewees (Handbook 6.5)
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 42
PrincipalPrincipal - - Roles and ResponsibilitiesRoles and Responsibilities PrincipalPrincipal - - Roles and ResponsibilitiesRoles and Responsibilities
• Assisting the Board of Governors to prepare and implement a performance review policy (PRSD Scheme 1.2)
• ensure the professional development and performance of teachers is reviewed annually in accordance with the scheme (PRSD Scheme 1.3)
• Acting as a reviewer (PRSD Scheme 3.1)
• Assigning reviewers (PRSD Scheme 3.1)
• Being a reviewee (PRSD Scheme 3.2) - This will be dealt with in more detail at the governor reviewer conferences
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 43
PrincipalPrincipal - - Roles and ResponsibilitiesRoles and ResponsibilitiesPrincipalPrincipal - - Roles and ResponsibilitiesRoles and Responsibilities
• Coordinating the annex to the review statements for the purposes of planning/providing the T&D of teachers (PRSD Scheme 5.4)
• To ensure that the scheme is operated equitably and fairly for all (PRSD Scheme 8.1)
• Establishing links between PRSD and other policies and prcedures
• Co-operating with any quality assurance or external monitoring procedures (PRSD Scheme 9.1)
• Provide school based training on PRSD for teachers in their school – similar to the Threshold model of school-based training
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 44
School PolicySchool PolicySchool PolicySchool Policy
• duty of Board of Governors to prepare (PRSD Scheme 1.2)
• in consultation with teachers (PRSD Scheme 1.2)
• Model School Policy
Some suggestions
– Keep to the requirements of the scheme and guidance information from the Employing Authority
– Conform to existing arrangements for consultation within your school
– Present to Governors for formal adoption
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 45
School Development PlanSchool Development PlanSchool Development PlanSchool Development Plan
• the school’s development plan is central to the effectiveness of PRSD in each school
• the school development plan is frequently referred to throughout the scheme involving the Board of Governors, principal and teachers
• the objectives for principals and teachers must relate to the school development plan (PRSD Scheme 4.2 & 4.4)
• training and development needs identified through the scheme are reflected in the school development plan (PRSD Scheme 1.4)
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 46
Assigning ReviewersAssigning ReviewersAssigning ReviewersAssigning Reviewers
• Boards of Governors designate a minimum of two reviewers to review the principal (PRSD Scheme 3.2)
• principal designates the reviewer of a teacher (PRSD Scheme 3.1)
• wherever possible the reviewer should have curricular responsibility for the teacher (PRSD Scheme 3.1)
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 47
Code of PracticeCode of PracticeCode of PracticeCode of Practice
• collection of information other than observation (PRSD Scheme 4.6)
Session 3
Reference
PRSD Handbook Appendix III
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 48
Equal OpportunitiesEqual OpportunitiesEqual OpportunitiesEqual Opportunities
• this scheme shall operate fairly and equitably for all (PRSD Scheme 8.1)
• used positively to promote equality of opportunity (PRSD Scheme 8.2)
• this scheme shall comply with equality legislation in Northern Ireland (PRSD Scheme 8.3)
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 49
Links to other school Links to other school plans/policies/proceduresplans/policies/procedures
Links to other school Links to other school plans/policies/proceduresplans/policies/procedures
• Development plan
• Staff development plan
• Salary Policy
• Grievance Policy
• Equal Opportunity policy
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 50
Quality assurance and external Quality assurance and external monitoringmonitoring
Quality assurance and external Quality assurance and external monitoringmonitoring
• Board Of Governors and principal required to comply with any QA and external monitoring procedures (PRSD Scheme 9.1)
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 51
PRSD Scheme
School PRSD
Policy and procedures
initiating implementing sustaining
High Performance Culture
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 52
Workshop 5Workshop 5 (task 1)(task 1)Workshop 5Workshop 5 (task 1)(task 1)
• School’s level of readiness
• Time - 20 minutes
Session 3
Reference
Conference Workbook
Page 29
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 53
Workshop 5Workshop 5 (tasks 2 & 3)(tasks 2 & 3)Workshop 5Workshop 5 (tasks 2 & 3)(tasks 2 & 3)
• What happens next, Checklist to guide action
• Time 25 minutes
Reference
Conference Workbook
Page 32
Timer
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 54
Session 4Session 4
Conclusion
Conclusion
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 55
School based trainingSchool based trainingSchool based trainingSchool based training
• Exceptional closure day for training teachers
• Similar to the Threshold model of In-school training
• Possible format
Why we are doing it
What it involves
How it will be done
• After the training day, issues for further attention, eg timetabling arrangements, data availability, reviewee development, record keeping, etc
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 56
ResourcesResourcesResourcesResources
• Implementation timeline (end of workbook)
• School based PRSD professional development resources
– A resource pack available through RTU website (available from mid-March)
– Developing reviewer capability to support PRSD (an on-line programme available from mid- March)
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 57
PreparationsPreparationsPreparationsPreparations
• recognise that while it is a new process, there are important foundations - SDPR & Threshold
• similar processes for other policies may already exist in your school
– EPD / PQH(NI) / SDPR / Threshold / IiP / Teacher Induction
– IEPs / Education Maintenance Allowances EMAs / pupil target setting, etc
• consider evidence based school research and findings and their implications for school leaders in implementing PRSD
Session 3
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 58
A Review of Expected OutcomesA Review of Expected Outcomes
This conference set out to
• show you how PRSD fits into the wider educational picture
• explain what PRSD offers schools
• provide an overview of the annual review cycle
• explore the implications of the scheme for principals and teachers
• give you time to consider the scheme’s most important elements
• help you put a performance review process in place in your school
• provide resources for supporting school based training for teachers
Conclusion
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 59
Before You Go…Before You Go…
• travel claim forms
• evaluation forms
• sub-cover claims
• sources of further support - www.rtuni.org
Conclusion
A Conference for Principals and Senior LeadersA Conference for Principals and Senior LeadersSlide 60
Thank-you
Conclusion