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How to Gain Recognition as an Educational or Clinical Supervisor Dr Alistair Thomson Associate PG Dean, HENW Countess of Chester 23 February 2016

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Page 1: How to Gain Recognition as an Educational or Clinical ...leadcoch.co.uk/wp-content/uploads/2016/04/Trainer-Standards-and-Recognition-workshop...How to Gain Recognition as an Educational

How to Gain

Recognition as an

Educational or

Clinical Supervisor

Dr Alistair Thomson

Associate PG Dean, HENW

Countess of Chester

23 February 2016

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www.nw.hee.nhs.uk

twitter.com/HENorthWest

Background, Aim and Objective

• GMC requires trainers of postgraduates and

undergraduates to be recognised as trainers by July

2016

• Either Educational (ES) and/or Clinical Supervisors (CS)

• Workshop explores HENW model of how trainers

• Can move from provisional to full recognition

• To acquire and refresh trainer status

• Using the AoME 7 domains of medical education

• Aims to enhance understanding of scope of evidence

• Objective of writing SMART objectives for PDP

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Plan

• Background

• Where are we now?

• What is HENW doing?

• Questions

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Background

• GMC

• Good Medical Practice 2013 (3)

• Recognising and Approving Trainers

• Doctors should

• Contribute to teaching/training

doctors and students

• Make sure all (sic) staff have appropriate

supervision

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30 July 2015

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www.nw.hee.nhs.uk

twitter.com/HENorthWest

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The 5 Themes

• Learning environment and culture

• Educational governance and leadership

• Supporting learners

• Supporting educators

• Developing and implementing curricula and assessments

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Theme 1: Learning environment and culture

Standards • S1.1 The learning environment is safe for patients and

supportive for learners and educators. The culture is caring, compassionate and provides a good standard of care and experience for patients, carers and families.

• S1.2 The learning environment and organisational culture value and support education and training so that learners are able to demonstrate what is expected in Good medical practice and to achieve the learning outcomes required by their curriculum.1

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Requirements - 4 • R1.7 Organisations must make sure there are enough staff

members who are suitably qualified, so that learners have appropriate clinical supervision, working patterns and workload, for patients to receive care that is safe and of a good standard, while creating the required learning opportunities.

• R1.8 Organisations must make sure that learners have an appropriate level of clinical supervision at all times by an experienced and competent supervisor, who can advise or attend as needed. The level of supervision must fit the individual learner’s competence, confidence and experience. The support and clinical supervision must be clearly outlined to the learner and the supervisor.

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The ‘Four Key Roles’?

• Named* Educational Supervisors (ES)

• Named* Clinical Supervisors (CS)

• Educational Organisers (EO) at each local

education provider (LEP): doctors responsible

for coordinating the placement training and

ensuring worthwhile educational activities

• (Doctors overseeing undergraduate medical

students’ progress)

* N.B. ‘Named’ terminology from GP

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Are you:

• Trainer

• Clinical Supervisor

• Educational Supervisor

• Both (and active/inactive)

• Neither – what role do you have?

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GMC Recognising and Approving Trainers

• All CS and ES

(and UG roles) need

recognition by EO

• Data collected by HENW/

Medical School

• Submitted to GMC

• Recognition by GMC

- cf. GPs Approval

- Legislation underway

• www.gmc-uk.org/education/10264.asp

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Trainer: GMC 2012 - 1

A trainer is:

• An appropriately trained and experienced Dr

• Responsible for education and training of

– Medical students and/or

– Postgraduate medical trainees

• Works in environment of good medical practice

• I.e. all who teach UG & PG

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Trainer: GMC 2012 - 2

A trainer provides:

• Supervision appropriate to competence and

experience of student/trainee

– Clinical supervisors and educational supervisors

• Involvement in and contribution to

– Learning culture and Training environment

• Feedback for learning and

• Responsibility for Appraisal and/or assessment

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Named Educational Supervisor - 1

A trainer who is:

• Selected and trained

• Responsible for

– Overall supervision of trainee’s learning and

– Management of educational progress during

– Placement or series of placements

• Every trainee has a named educational

supervisor

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Named Educational Supervisor - 2

Educational supervisor’s role is

• To help trainee plan training and

• To achieve agreed learning outcomes

• To be responsible for educational agreement

and

• To bring together all relevant evidence

• To form summative judgement at end of

placement

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Named Clinical Supervisor

A trainer who is:

• Responsible for overseeing a specified trainee’s

clinical work for a placement in a clinical

environment & is appropriately trained to do so

• Will provide constructive feedback

• Will inform decision on whether trainee should

progress to next stage of their training at the end

of that placement

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Summary - CS vs ES

• Named CS oversee a trainee’s clinical work

throughout a placement and contribute to the

final decision on whether a trainee should

progress to the next stage of training

• Named ES are responsible for the overall

management and supervision of a trainee’s

educational progress during a placement or

series of placements (and write a summative

report at end of placement/year)

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GMC Expectation

• Recognition process for all trainers

• LEP to map evidence against domains

• Education organisers (HENW/Med Schools)

– Collect data from LEPs

– Recommend to GMC

– Who will be approved based on LEP dataset

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GMC Timeline

• Criteria and systems by July 2013

• Data entry from July 2013

• Full information on trainers by July 2014

• Trainers categorised by July 2014

- Provisionally or fully recognised

• (HENW work on database and recognition)

• Trainers fully recognised by July 2016

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Recognition of Trainers

• Supervisor Appraisal

• Within/Supplement to main appraisal

• Supervisors

– Educational

– Clinical

• Ensures trainer accreditation

– Initial and Refresher

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HENW Strategy* – Principles 1

• To have one framework for recognition of trainers

across HENW

• To ensure GMC standards fully met by July 2016

• This includes:

- Implementation of a ‘live’ trainer database

- Enabling LEP’s (Trusts) to record status of

Named CS and ES

*N.B. Other LETBs may differ

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HENW Strategy – Principles 2

• To build on what we have

- Evolution not revolution

• To further develop current CS and ES

- But not make it excessively arduous

• To ensure all new CS and ES have been

appropriately trained before recognition

• To introduce educational development into

everyone's CPD, appraisal & revalidation process

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What Have You Seen?

• Trainer Standards Update for HENW

• July 2015

• Trainer Standards Update for Mersey and

Cheshire Trusts

• May 2015

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Summary of HENW Approach - 1

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Summary of HENW Approach - 2

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Clinical Supervisor

Domain Educational Supervisor

1. Ensuring safe and effective patient care

2. Establishing and maintaining an environment for Learning

3. Teaching and Facilitating Learning

4. Enhancing Learning through Assessment

5. Supporting and monitoring educational progress

6. Guiding personal and professional development

7. Continuing professional development as an educator

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www.nw.hee.nhs.uk

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HENW plan – Current Supervisors

• All CS & ES currently on Trust database as

meeting GMC standards at July 2015 will be

provisionally recognised until 2016

• To be fully recognised by 2016 and retain

recognition all CS and ES will need

- An annual appraisal including 1 piece of

evidence covering domain 7 (CPD) per annum

- With 3 separate types of evidence in any 5

year period

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www.nw.hee.nhs.uk

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HENW Plan – New Supervisors

• I.e. anyone not on Trust database at April 2015

• New CS & ES will need to attend a DME approved

and externally accredited course

- AoME, HEI (Edge Hill, Chester University)

- RCP, RCS, RCPCH, RCoA, and

• Have evidence in each of the 4 (for CS) or 6 (for ES)

domains (e.g. Edgehill course can provide)

• Annual educational CPD confirmed at appraisal

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HENW plan – Continuing Recognition

• All CS & ES fully recognised by July 2016

• To retain recognition CS & ES will need

- An annual appraisal including 1 piece of

evidence covering domain 7 (CPD) p.a. with

- A minimum of 3 separate/different types of

evidence in other domains in any 5 year period

or

• Member/Fellow of Academy of Medical Educators

http://www.medicaleducators.org/

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Use the HENW Information

Clinical Supervisor

Domain Educational Supervisor

1. Ensuring safe and effective patient care

2. Establishing and maintaining an environment for Learning

3. Teaching and Facilitating Learning

4. Enhancing Learning through Assessment

5. Supporting and monitoring educational progress

6. Guiding personal and professional development

7. Continuing professional development as an educator

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Domain 1 - Ensuring Safe and Effective

Patient Care Through Training

Description – Effective Supervisor

Description – Excellent Supervisor

Also • Acts to ensure the health,

wellbeing and safety of patients at all time

Ensures that trainees have appropriate induction

Allows trainees, when suitably competent, to take responsibility for care, appropriate to the needs of the patient

Uses educational interventions to enhance patient care

Involves trainees in service improvement

Involves patients as educators

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Potential Evidence - Sources

• GMC

• AoME

• HENW

• Lists are not exhaustive

• It is up to both trainer and appraiser to analyse

the evidence collected and make a judgment on

whether this is sufficient for each domain

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What Evidence Do You Need?

• Write down what you need in your role of CS/ES

• Write down what you already have

• What do you need for your next appraisal?

• What do you need before your next revalidation

/in the next 5 years?

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CPD as an Educator (Domain 7) 1

• Courses attended, or programmes undertaken,

including face to face and online learning

• Results of GMC/HENW/Specialty/Foundation

Reports and Reflections

• Involvement in educating others e.g. running

workshops at relevant conferences or locally

e.g. HENW annual conference, Specialty away

days, RC conference or courses

• Involvement in peer mentoring (with reflection)

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CPD as an Educator (Domain 7) 2

• Evidence of participation in online discussion

forums with peers, e.g. anonymised screen shots

• Results of 360 degree appraisal

• Trainer MSF on Horus with reflection and

development plan

• Written reflection on any CS/ES experience of

choice with PDP

• New qualifications or certificates obtained

• Critical comments on relevant books/articles read

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CPD as an Educator (Domain 7) 3

• Results of peer review or professional

observation of teaching, e.g.

- Peer observations and feedback/discussion

with reflection and PDP actions identified

- Review of feedback on ES reports, reflection

and PDP

- Review of formal trainee feedback on teaching,

reflection and PDP

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HENW Plan - In Practice

• Evidence collected by LEPs

- Mapped to new domains

• Dataset submitted to HENW

• Trained CS & ES lists reviewed & amended

• CS and ES recognised by HENW

• List submitted by HENW to GMC

You Are Here!

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HENW Guidance on Supporting

Info

• Edge Hill/HENW PGCE

- Module 1 for CS recognition

- Module 2 for ES recognition

• Most new consultants will be from HENW

• All trainees will have opportunity to do module 1

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In Summary – To Be a Trainer

Current (i.e. Provisionally Recognised)

• Annual appraisal with 1 piece domain 7 CPD

New

• Attend an externally accredited course = CPD

• 1 piece evidence domains 1-4 (CS), 1-6 (ES)

Continuing

• 1 piece of CPD evidence (domain 7) per year

• With 3 separate types of evidence in 5 years

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Your Educational Status

• Map your own current position

• Identify 3 areas for development

• Prioritise

• How to achieve

– This appraisal: short-term SMART objectives

– Plan for future appraisal: medium- and long-term SMART objectives

• Write it down now

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Questions