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A Professional Development Framework

for Pharmacy Staff involved in

E ducation, T raining and

W orkforce D evelopment

Launched at the joint GHP / UKCPA Conference, Warwick 9 -11 May 2008

June 2008

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Welcome to the

Professional Development Framework for Pharmacy Staff involved in Education, Training and Workforce Development (ETWD Framework)

The ETWD framework has been developed jointly by the The NHS Pharmacy Education and Development Committee and the UKCPA Education and Training (E&T) Group.

It is a structured professional development tool for both:

G

those seeking to achieve an expert role in education, training and workforce development and

G

those who have education and training as an important, but less substantial part of their role The ETWD framework has 3 main sections which can be downloaded as separate files:

Section 1: Introduction.

Section 2 The Education, Training and Workforce Development Framework (ETWD

Framework) with hyperlinks to National Occupational Standards (marked in blue) Section 3: Case Studies

You can also download the following Appendix materials

Appendix 1: Examples of evidence provided by interviewees in terms of mapping to competencies in clusters 1 and 5 of the ETWD framework

Appendix 2: Mapping of the NHS Knowledge and Skills Framework (KSF) to the ETWD framework

Appendix 3: Mapping of the Higher Education Academy UK Professional Standards Framework for Teaching and Supporting Learning in Higher Education (HEA framework) to clusters 1 and 5 of the ETWD framework

Appendix 4: Groups involved in the development of the ETWD framework

G

Project Steering and Working Group

G

Wider Reference group

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Organisations involved in the development of the framework

The UKCPA Education & Training (E&T) Group NHS Pharmacy Education

& Development Committee

Building on the Advanced & Consultant Level Framework (ACLF) developed and validated by:

The NHS Pharmacy Education and Development Committee exists to provide co-ordination in pharmacy education, development, and training within the National Health Service

aims to:

encourage and promote innovations and research in education, training and development to develop the pharmacy workforce leading to improved patient care

establish and promote standards in clinical pharmacy education

support the continuing professional development of practitioners with roles in pharmacy education, training and development

www.ukcpa.org

www.codeg.org www.nhspedc.nhs.uk

including Northern Ireland

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Foreword

The NHS Pharmacy Education and Development Committee and the UKCPA Education and Training (E&T) Group jointly identified the need for a professional development framework suitable for the pharmacy workforce with roles in Education, Training and Workforce Development.

Since competency in education and training is vital for our profession today and tomorrow, the aspiration was to produce a single framework that:

defines competences in pharmacy education, training and workforce development

supports 'Higher Level Practice' in education, training and workforce development for both pharmacists and pharmacy technicians across all sectors of pharmacy practice

acts as a structured professional and career development tool for both:

- those seeking to achieve an expert role in education, training and workforce development and

- those who have education and training as an important, but less substantial part of their role

Irrespective of the diversity in roles, competencies in all aspects of education and training involve very similar and transferable skills which could be embodied in a single framework.

We made it a priority to engage a wide range of colleagues and stakeholders representing a cross section of organisations and sectors of pharmacy practice from the start. This engagement continued throughout the development to ensure wide applicability of the framework.

The framework can be used in conjunction with other competence frameworks and professional development approaches used by different pharmacy groups and in line with relevant National Occupational Standards (NOS).

Finally we wish to acknowledge the contributions of all stakeholders engaged at various stages of this development(listed in Appendix 4).

Special thanks are due to practitioners who agreed to be interviewed enabling the development of the 'Case Studies' which should greatly facilitate the use of the framework in practice as well as enhance applicability in different settings and sectors of practice. These contributors cannot be listed by name as all case studies are anonymised.

Susan Sanders

(NHS Pharmacy Education &

Development Committee)

www.nhspedc.nhs.uk

Sally Lau

(UKCPA E&T Group - Chair)

www.ukcpa.org

Other project leads

Maria Christou • Catherine Duggan • Helen Middleton • Julie Sowter

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Section 4 Section 3 Section 2

Contents

Introduction

Background

Why was the framework developed?

Who is the framework for?

The development process

How the Education, Training & Workforce Development (ETWD) framework links to professional development strategies for pharmacy staff

Using the ETWD framework in conjunction with other competency frameworks

Validation of the ETWD framework

How to use the ETWD framework and associated case studies

Benefits of using the ETWD framework

Future development

Bibliography

The Education, Training & Workforce Development framework

The Education, Training & Workforce Development (ETWD) framework

Glossary of terms used in the ETWD framework

Case Studies

illustrating applications of the ETWD framework

List of interviewees’ job roles

How to interpret the case studies

Case studies 1-16

Appendices

1. Examples of evidence provided by interviewees in terms of mapping to competencies in clusters 1 & 5 of the ETWD framework

2. Mapping of the ‘NHS Knowledge and Skills Framework’ (KSF) to the ETWD framework 3. Mapping of the Higher Education Academy UK Professional Standards Framework

(HEA framework) to clusters 1 & 5 of the ETWD framework 4. Groups involved in the development of the ETWD framework

Project Steering and Working Groups

Wider Reference Group

Section 1

1 1 1 1 3

4 5 6 7 9 9

10 19

20 21 23

A1

A14 A18

A22

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1

Section 1

Introduction

Background

The education, training and development of others are essential activities in pharmacy practice and take place in a wide variety of settings. These activities involve input from pharmacists and pharmacy support staff with diverse backgrounds and areas of specialisation at various stages of their career. Training others is therefore an expectation across any sector and level of pharmacy practice.

The way that learning is supported has a big impact on the delivery of high quality pharmacy and medicines management related services and consequently the care received by patients and service. The increased emphasis on capability and competency-based approaches in all areas of practice including education and training, highlighted the need to:

support all groups of pharmacy staff with the education and training elements of their role

provide detailed guidance for people who want to develop an expert professional role in education, training and workforce development

Why was the framework developed ?

The Framework was developed to provide clarity and consistency across the profession in terms of:

the range of education, training and workforce development skills needed when developing others, across a range of settings

guidance and structure for career development of the diverse range of pharmacists and pharmacy support staff with roles in education, training and workforce development

Who is the framework for ?

The Framework can be used by any member of pharmacy staff (across any sector of practice) involved in the education, training and development of others. The framework is suitable for those seeking to:

develop their roles as trainers/educators as part of their professional activities or

become expert practitioners in pharmacy education, training and workforce development

The development process

A number of considerations informed the development process of the framework. These included the need to:

engage 'experts' and 'stakeholders' representing all sectors of pharmacy practice

utilise existing competencies and standards for pharmacy education, training and workforce development activities where available and develop new competencies only where gaps existed

ensure that the framework is both 'user friendly' and applicable to all sectors of pharmacy practice

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2

An extensive literature review of relevant existing frameworks was carried out

The Development Process

A Delphi survey was undertaken to reach consensus on the relevance of the range of existing National Occupational Standards (NOS) for 'Learning and Development' (L&D)

The structure of the framework was selected based on critical review of all relevant existing frameworks.

It was based on that of theAdvanced and Consultant Level Framework (ACLF) developed by CoDEG

A new cluster ‘Expert Professional Roles in Education & Workforce Development’ (EPREWD) was developed as an alternative to the ‘Expert Professional Practice’ ACLF cluster

The framework was named:

A Professional Development Framework for Pharmacy Staff involved in Education, Training & Workforce Development

(ETWD framework)

The following were mapped to the ETWD framework:

The NHS Knowledge and Skills Framework (KSF)(Appendix 2)

The Higher Education Academy (HEA) UK Professional Standards Framework for Teaching and Supporting Learning in Higher Education (HEA framework)(Appendix 3)

NOS Mapping

L&D and Workforce Planning (WP) NOSwere mapped onto the new EPREWD cluster

L&D NOSwere mapped to the Education, Training and Development ACLF cluster to enhance it

Cluster 1 Expert Professional Role in Education and Workforce Development

plus NOS for L&D and WP

Cluster 5 Education, Training and Development from ACLF plus NOS for L&D

Cluster 2 Building Working Relationships

Cluster 3 Leadership

Cluster 4 Management

Cluster 6 Research and Evaluation

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3

How the Education, Training & Workforce Development (ETWD) framework links to professional development strategies for pharmacy staff

Cluster 1 Expert Professional Role in

Education and Workforce Development plus NOS L&D and WP

Cluster 5 Education, Training

andDevelopment plus NOS L&D

Cluster 2

Cluster 6 Cluster 4 Cluster 3

Registered Pharmacy Technicians

Registered Pharmacists Pre-registration

Trainee Pharmacy Technicians

Pre-registration Trainee Pharmacists

RPSGB Draft Pharmacy Framework for Pharmacy Technicians (in preparation) Pharmacy NVQ

Level 3 in

Pharmacy Services + underpinning knowledge Certificate

RPSGB Perform- ance Standards

RPSGB Draft Pharmacy Practice Framework General Level Framework (CoDEG)

Advanced & Consultant Level Competency Framework (ACLF)

National Framework for

Pharmacists with a Special Interest (PhwSI framework)

Higher Education Academy (HEA framework)

NHS Knowledge and Skills Framework (KSF)

Higher Level Practice

Senior Pharmacy Technicians

Higher Level Practice Pharmacists e.g.

NHS Specialist Pharmacists

Pharmacists with a Special Interest (PhwSI)

Lecturers

Teacher Practitioners

Experts in Education, Training and Workforce Development (ETWD) e.g.

NHS Staff specialising in ETWD

Community Pharmacy Training Managers

Senior Lecturers / Professors

NHS Consultant Pharmacists (England)

NHS Chief Pharmacists

The ETWD framework fits well within the existing

and developing career progression strategies for

the pharmacy workforce

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4

Advanced

&

Consultant Level Framework

(ACLF)

Pharmacists with Special

Interest (PhwSI) framework

Clinical Specialties

e.g. Adult Critical Care:

Specialist Pharmacy Practice

Management

'Chief Pharmacists Career Strategy'

The ETWD framework can be used in conjunction with:

The 'enhanced' Education, Training and Development ACLF cluster can be used in conjunction with:

Cluster 1

Expert Professional Role in Education andWorkforce Development

plus NOS L&D and WP

Cluster 2

Cluster 6 Cluster 4 Cluster 3

Cluster 1

Expert Professional Role in Education andWorkforce Development

plus NOS L&D and WP

Cluster 5

Education, Training and Developmentplus NOS L&D

Cluster 2

Cluster 6 Cluster 4 Cluster 3

Using the ETWD framework in conjunction with other competency frameworks

The ETWD framework complements a range of existing competency frameworks in pharmacy

The Higher Education

Academy UK Professional Standards framework

(HEA framework)

(Mapping in Appendix 3) The NHS Knowledge

and Skills framework

(KSF)

(Mapping in Appendix 2)

Cluster 5

Education, Training and Developmentplus NOS L&D

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5

Interviews were undertaken with pharmacy staff in a range of ETWD roles practising across all sectors

of pharmacy practice

Interviewees mapped evidence of their ETWD roles on the

‘Expert Professional Roles in Education and Workforce Development’ and the Education, Training and Development framework clusters at either

‘ Foundation ’, ‘ Excellence ’ or ‘ Mastery ’ level

Evidence of mapping to clusters 1 and 5

was collated (Appendix 1) Case studies

were developed (Section 3)

Data from interviewees was compared and contrasted

Refer to validation report www.ukcpa.org &

www.nhspedc.nhs.uk To facilitate the

use of the ETWD framework in practice

To validate the ETWD framework

Validation of the ETWD framework

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How to use the ETWD framework and associated case studies

Consider your current post, roles in ETWD and associated professional development.

Select one or more case studies (Section 3) that most closely match your role or aspiration

I consider myself an 'expert'

in ETWD

I aspire to become an 'expert'

in ETWD

Map your evidence for current level of practice to all six clusters of the

ETWD framework

Map your evidence to the ‘Education, Training and Development’ cluster of the ETWD framework and consider mapping

to any other relevant clusters

In each case assess your level of practice to one of the following categories:

Foundation - ‘Trainee Specialist’ Excellence - ‘Experienced Practitioner’

Mastery - ‘Leading Edge Practitioner’

Compare your evidence with examples of evidence provided by interviewees for case studies (Appendix 1)

Consider the NOS mapped for each level of practice by following the hyperlinks in the framework (Section 2)

This will give you a better insight regarding your level of practice

List your priorities for future development with ETWD

If you are a manager, consider how you can use the framework for competence assessment and performance management of others

Make links with other frameworks applicable to your role e.g. KSF (Appendix 2) and HEA framework (Appendix 3)

I carry out ETWD activities as part of my main

professional practice

Decide on what best describes your current professional practice

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The following benefits have been identified based on feedback from those interviewed for the case studies:

A structured tool for mapping relevant skills and competencies in education, training and workforce development

“The framework helps me to identify the criteria and level of practice I should aspire to. It also benchmarks me, where

I am at present and gives me confidence in the skill set and knowledge I have.”

Participant 1 Lead E&T Pharmacist NHS Teaching Hospital

A framework to support professional development for anyone with roles in education, training and workforce development

"I may have excellent knowledge

[of the subject I am teaching] but may not have the most excellent tools to deliver that knowledge. The Framework and

the National Occupational Standards that are mapped to it can help me identify what I don't know."

Participant 13

Technical Services Specialist Acute NHS Trust

Benefits of using the ETWD framework

“This is a good

framework in helping to identify my learning and development needs…

It has raised my awareness."

Participant 10 Community Pharmacy

CPD Facilitator

“I would use the

framework to develop other staff in my team and think it is a useful tool for

staff development.”

Participant 4

Director of NHS Regional Pharmacy E&T Services

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8

A tool that supports other existing models for higher level practice

"I have a Personal Development Plan (PDP) for both jobs [Teacher Practitioner

= university lecturer and PCT pharmacist].

The framework may help align these two PDPs [because]

the framework is specific to you personally and cut through all the roles."

Participant 9 Teacher Practitioner

(HEI/PCT)

“I can see how a lot of the competencies in the framework can be used to help Higher Education Institutions (HEIs)

set standards for Teacher Practitioners (TPs).”

Participant 5 - Senior Lecturer (Academia)

A framework that supports individuals working in more than one sector of pharmacy practice

"If I had the framework [in 2005]

when I applied to become a member of the Higher Education Academy [by portfolio] it would have made the application process easier and would have

helped me to demonstrate the relevance of E&T to clinical practice as well as demonstrate my

knowledge and skills as a teacher."

Participant 5 - Senior Lecturer (Academia)

"It would be interesting to

map yourself on the framework and then run it back against your KSF outline and see

how it cross references. This would enable you to see how the framework could

move you along the KSF."

Participant 9 Teacher Practitioner

(HEI/PCT)

"It would be useful to map roles e.g. pre-registration tutor to the framework to see where tutors should be in terms of competency levels and then link

the pre-registration tutor training to the framework."

Participant 4

Director of NHS Regional Pharmacy E&T Services

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Future development

As with any developing area, the ETWD framework is only a starting point and is not set in stone. It is hoped that broad engagement and feedback from users will help to refine the framework and improve its applications.

In order to achieve this, the framework needs to be embedded in professional development plans across the pharmacy profession and should accommodate a wide range of individual users with a diversity of roles in education, training and development of others.

All comments and feedback can be sent directly to:

Susan [email protected] or Sally [email protected]

Bibliography

Guidance for the development of consultant pharmacists posts.

The Department of Health, London 2005 www.dh.gov.uk

Implementing care closer to home - providing convenient quality care for patients.

A national framework for pharmacists with special interests www.dh.gov.uk

National Occupational Standards for 'Learning and Development' www.skillsforhealth.org.uk/tools/view_framework.php?id=83

National Occupational Standards for Workforce Planning

www.skillsforhealth.org.uk/page/competences/completed-competences-projects/list/

workforce-planning?id=105

The RPSGB Draft Pharmacy Practice Framework (2007) General Level Framework (Second Edition)- CoDEG http://www.codeg.org/pages/general.html

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Section 2 The Education, Training and Workforce Development (ETWD) Framework

The Education, Training and Workforce Development (ETWD) framework aims to support 'higher level practice' and utilises the model outlined in the Department of Health (DH) documents 'Guidance for the Development of Consultant Pharmacist posts' which incorporates the Advanced and Consultant Level Framework (ACLF) and the 'National Framework for Pharmacists with Special Interests' (PhwSI).

The ETWD framework is designed for use as a stand alone framework applicable to all involved in the education, training and development of others. It can also be used in conjunction with other competency frameworks for pharmacy staff as described in Section 1.

Cluster 1 outlines competencies for the 'Expert Professional Role in Education and Workforce Development (EPREWD) and is supported by the more generic 'Education, Training and Development' (cluster 5) as well as the competencies in clusters 2,3,4 and 6 of the ACLF.

Cluster 5 outlines competencies for the 'Education, Training and Development' of others and is an enhanced version of cluster 5 in the ACLF and PhwSI frameworks.

Existing relevant National Occupational Standards (NOS) for 'Learning and Development' (L&D) and 'Workforce Planning' (WP) have been mapped where they best fit to clusters 1 and 5 of the ETWD framework.

The titles of these NOS are listed in blue and the detail e.g. performance standards and underpinning knowledge have been hyperlinked to facilitate access when using the ETWD framework on line.

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1. Expert Professional Role in Education and Workforce Development (EPREWD)

Improves standards of Education, Training & Workforce Development

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s COMPETENCY

Demonstrates educational and workforce development knowledge

Maintains a patient-centred focus in education, training and development activities

Demonstrates ability to use skills in a range of routine situations requiring analysis or comparison of a range of options

Recognises priorities when

problem-solving and identifies deviations from the normal pattern

Follows legal, ethical, professional and organisational policies/procedures and codes of conduct

Demonstrates specialist educational and workforce development knowledge in a defined area(s)

Facilitates a patient-centred focus and appropriate stakeholder involvement in education, training and development activities

Demonstrates ability to use skills to make decisions in complex situations where there are several factors that require analysis, interpretation and comparison Demonstrates an ability to see situations holistically

Takes action based on own interpretation of broad professional policies/procedures where necessary

Advances the knowledge base in education and workforce development and regarded as a leading authority in an area of expertise

LLUK L19 Provide learning and development in international settings

Ensures a patient-centred focus and appropriate stakeholder involvement in education, training and development activities (including patient and carer involvement in inter-professional learning programmes)

Demonstrates ability to use skills to undertake complex analyses and interpretation of difficult and dynamic situations

Demonstrates ability to make decisions in the absence of evidence or data or when there is conflicting evidence or data

Interprets overall health service policy and strategy1, in order to establish goals and standards for others within the defined area(s)

Expert Skills and Knowledge

Patient Care Focus

Reasoning and Judgement Including:

••Analytical skills

• Judgemental skills

••Interpretational skills

••Option appraisal

Professional Autonomy

1

2

3

4

1In community pharmacy evidence may include interpretation of policies and strategy related to pharmacy in addition to or as well as overall health service policy and strategy

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12

Demonstrates understanding of standards for education, training and development

Conforms to standards of practice for education, training and development and assessment processes

Participates in the training and developing of others to undertake an education,

training and development role

Demonstrates understanding of the local workforce planning processes

Influences workforce planning at a local level

WP6 - Contribute to assessing workforce supply and demand

WP3 - Contribute to preparing for workforce planning based on service needs WP9 - Contribute to developing and

implementing a workforce plan

Accountable for setting the standards for education, training and development for local2workforce education and proactively gaining feedback from users to inform these Accountable for ensuring education, training and development and assessment processes within the organisation meet quality standards LLUK V1 Conduct internal quality assurance of the assessment process

Accountable at a local2level for ensuring that pharmacy staff are competent in education, training and development roles

Implements workforce plans at a local level

Influences the formulation of local2 workforce development strategies WP1 - Identify the purpose and scope of a

workforce plan

WP2 - Identify and evaluate forces for change that may impact on workforce WP4 - Assess workforce demand

WP5 - Assess workforce supply WP7 - Develop a workforce plan

WP8 - Implement and review workforce plan Quality Assurance and

Enhancement

Developing Others Involved in Education, Training and Workforce Development

Workforce Planning Including:

• Numbers of trainees needed to meet

workforce requirements

• Strategy for workforce development

5

6

7

1. Expert Professional Role in Education and Workforce Development (EPREWD)

Improves standards of Education, Training & Workforce Development

2Local means within the individual’s employing organisation or company

C o m p e t e n c y L e v e l D e s c r i p t o r s

FOUNDATION EXCELLENCE MASTERY

COMPETENCY

Influences the setting of standards for education, training and development at a regional or national level

Accountable for ensuring education, training and development and

assessment processes within external training centres meet quality standards LLUK V2 Conduct external quality

assurance of the assessment process

Influential at a regional or national level for ensuring that pharmacy staff are competent in education, training and development roles

Influences workforce planning at a regional or national level

Implements local2workforce development strategies

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2. Building Working Relationships

Is able to communicate, establish and maintain working relationships and gain the co-operation of others

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s COMPETENCY

Demonstrates use of appropriate communication to gain the co-operation of individual patients, colleagues and clinicians

Demonstrates ability to communicate where the content of the discussion is explicitly defined

Demonstrates ability to work as a member of the pharmacy team

Recognises personal limitations and is able to refer to a more appropriate colleague

Demonstrates use of appropriately selected communication skills to gain co-operation of small groups of patients, colleagues, senior clinicians and

managers within the organisation Demonstrates ability to communicate where the content of the discussion is based on opinion

Demonstrates ability to work as an acknowledged member of a multidisciplinary team

Accepts consultation for specialist advice from within the organisation

Demonstrates ability to present complex, sensitive or contentious information to large groups of patients, clinicians and / or senior managers

Demonstrates ability to communicate in a hostile, antagonistic or highly emotive atmosphere

Works across boundaries to build

relationships and share information, plans and resources

Sought as an opinion leader both within the organisation and in the external environment

Communication Including ability to:

Persuade

••Motivate

••Negotiate

••Empathise

Provide reassurance

••Listen

••Influence and

Networking Skills

••Presentation Skills

Teamwork and Consultation

1

2

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3. Leadership

Inspires individuals and teams to achieve high standards of performance and personal development

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s COMPETENCY

Demonstrates understanding of the needs of stakeholders and practice reflects both local and national health care policy3

Demonstrates understanding of the pharmacy role in clinical governance.

Implements this appropriately within the organisation

Demonstrates understanding of, and contributes to, the department and corporate vision

Demonstrates ability to improve quality within limitations of service. Requires limited supervision

Reviews last year's progress and develops clear plans to achieve results within priorities set by others

Demonstrates ability to motivate self to achieve goals

Demonstrates ability to incorporate national health care policy to influence local strategy.

Influences the clinical governance agenda for the team

Creates vision of future and translates this into clear directions for staff and supervisors

Recognises and implements innovation from the external environment. Does not require supervision

Develops clear understanding of priorities and formulates practical short-term plans in line with department strategy

Demonstrates ability to motivate individuals in the team

Demonstrates active participation in creating national health care policies

Shapes and contributes to the clinical governance agenda at a higher level

Convinces others to share the vision at a higher level.

Takes the lead to ensure innovation produces demonstrable improvement in service delivery

Relates goals and actions to strategic aims of organisation and profession

Demonstrates ability to motivate individuals at a higher level Strategic Context

Clinical Governance

Vision

Innovation

Service Development

Motivational

1

2

3

4

5

6

3National health care policies may also include national policies affecting pharmacy

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4. Management

Organises and delivers service objectives in a timely fashion

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s COMPETENCY

Demonstrates understanding of the implications of national priorities for the team

Demonstrates understanding of the process for effective resource utilisation

Demonstrates understanding of, and conforms to, relevant standards of practice

Demonstrates ability to identify and resolve risk management issues according to policy/protocol

Follows professional and organisational policies/procedures relating to

performance management. Refers appropriately to colleagues for guidance

Demonstrates understanding of the principles of project management

Shapes the response of the team to national priorities

Demonstrates ability to effectively manage resources

Accountable for the setting and monitoring of standards of practice at team level

Is accountable for developing risk management policies/protocols for the team, including identifying and resolving new risk management issues

Is accountable for performance management for the team

Demonstrates ability to successfully manage a project at team level

Accountable for the direct delivery of national priorities at a higher level

Demonstrates ability to reconfigure the use of available resources

Accountable for the setting and

monitoring of standards at a higher level

Is accountable for developing risk management policies/procedures at a higher level, including identifying and resolving new risk management issues

Is accountable for performance management at a higher level

Demonstrates ability to successfully manage a project at a higher level Implementing National

Priorities

Resource Utilisation4

Standards of practice

Managing Risk

Managing Performance

Project Management

1

2

3

4

5

6

4Resources include staff, equipment and finances

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5. Education, Training & Development

Supports the education, training & development of others. Promotes a learning culture

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s COMPETENCY

Understands and demonstrates the characteristics of a role model to members of the team

Demonstrates understanding of the mentorship process

Knowledge requirements of LLUK L12 - Enable learning through coaching

Knowledge requirements of LLUK L14 - Support learners by mentoring in the work- place

Demonstrates ability to conduct teaching efficiently according to a lesson plan with supervision from a more experienced colleague

LLUK L6 - Develop training sessions LLUK L7 - Prepare and develop resources to support learning

LLUK L9 - Create a climate that promotes learning (L9.1 & L9.3 only)

Demonstrates the characteristics of an effective role model at a higher level

Demonstrates ability to effectively mentor others within the team

LLUK L3 - Identify individual learning aims and programmes

LLUK L12 - Enable learning through coaching

LLUK L14 - Support learners by mentoring in the workplace

LLUK L15 - Support and advise individual learners

LLUK L16 - Monitor and review progress with learners

Is able to assess the performance and learning needs of others

LLUK L5 - Agree learning programmes with learners

LLUK A1 - Assess candidates using a range of methods

LLUK A2 - Assess candidates' performance through observation Role Model

Mentorship

Conducting Education

& Training

1

2

3

Is able to develop effective role model behaviour in others

Demonstrates ability to effectively mentor outside the team

Demonstrates ability to design, manage and evaluate a course of study, with appropriate use of teaching, assessment and study methods

LLUK L2 - Identify the learning and development needs of the organisation LLUK L8 - Manage the contribution of other people to the learning process LLUK L17 - Evaluate and improve learning and development programmes

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LLUK L10 - Enable learning through presentations

LLUK L11 - Enable learning through demonstrations and instruction LLUK L13 - Enable group learning (L13.2 only)

Demonstrates self-development through routine Continuing Professional

Development activity

Participates in the formal education of undergraduate and/or postgraduate students5

Demonstrates an understanding of current educational policies in health services7

Demonstrates ability to plan a series of effective learning experiences for others LLUK L4 - Design learning programmes NOS L&D L9 - Create a climate that promotes learning (L9.2)

NOS L&D L13 - Enable group learning (L13.1)

Acts as a Continuing Professional Development facilitator

Participates in the education and training of formal specialist interest groups in the external environment

Demonstrates ability to interpret national policy in order to design strategic

approaches for local workforce education LLUK L1 - Develop a strategy and plan for learning and development

LLUK L18 - Respond to changes in learning and development

Shapes and contributes to the Continuing Professional Development strategy at a local (outside of discipline) or external (within discipline) level

Shapes, contributes to or is accountable for the creation or development of higher education qualification(s)6

Shapes and contributes to national educational policy

Conducting

Education & Training ctd

Continuing

Professional Develop- ment

Links Practice and Education

Educational Policy

3

4

5

6

5. Education, Training & Development

Supports the education, training & development of others. Promotes a learning culture

5For pharmacy technicians and community pharmacists involved in pharmacy support staff education, appropriate evidence could include participation in the formal education of NVQ/SNVQ candidates and post-qualification education e.g. foundation degrees in addition to or instead of participation in the formal education of undergraduate and postgraduate students

6For pharmacy technicians and community pharmacists involved in pharmacy support staff education, appropriate evidence could include shaping or contributing to or being accountable for the creation or development of qualification(s) e.g. Foundation degrees, NVQs/SNVQs, underpinning knowledge certificates e.g. BTec in addition to or as well as shaping or contributing to or being accountable for the creation or development of higher education qualification(s)

7This would also include other educational policies relevant to pharmacy

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s

COMPETENCY

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18

6. Research & Evaluation

Uses research to deliver effective practice. Identifies and undertakes research to inform practice

FOUNDATION EXCELLENCE MASTERY

C o m p e t e n c y L e v e l D e s c r i p t o r s COMPETENCY

Demonstrates ability to critically evaluate and review literature

Demonstrates ability to identify instances where there is a gap in the evidence base to support practice

Demonstrates ability to describe the core features of research protocols

Demonstrates ability to generate evidence suitable for presentation at local level

Demonstrates ability to apply research evidence into own practice

Demonstrates understanding of the principles of research governance

Demonstrates ability to work as a member of the research team

Demonstrates application of critical evaluation skills in the context of specialist practice

Demonstrates ability to formulate appropriate and rigorous research questions within the speciality

Demonstrates ability to design a rigorous protocol to address previously formulated research questions

Demonstrates ability to generate new evidence suitable for presentation at research symposium

Demonstrates ability to apply

evidence-based practice within the team

Is able to contribute to research

supervision in collaboration with research experts

Demonstrates ability to establish new multidisciplinary links to conduct research projects

Is recognised as undertaking peer review activities within the speciality

Demonstrates ability to design a

successful strategy to address research questions within the speciality

Demonstrates active involvement in the critical review of research protocols

Demonstrates authorship of primary evidence and outcomes in peer reviewed media

Is able to use research evidence to shape organisational policy/procedure

Is a research project supervisor for postgraduate students

Demonstrates ability to show leadership within research teams concerning the conduct of specialist research Critical Evaluation

Identifies Gaps in the Evidence Base

Develops and Evaluates Research Protocols

Creates Evidence

Research Evidence Into Practice

Supervises Others Undertaking Research

Establishes Research Partnerships

1

2

3

4

5

6

7

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19

Glossary of terms used in the ETWD framework

Term Explanation

Clinical Governance A framework through which NHS organisations are accountable for continuously improving the quality of their services and safeguarding high standards of care by creating an environment in which excellence in clinical care will flourish

Continuing Professional A systematic, ongoing, cyclical process of self-directed learning Development (CPD)

Defined Area The individual's area of specialty within education, training and workforce development Dynamic Situations Where the context of the problem is changing and requires regular evaluation

Evidence-Based Practice Using good quality evidence to make sound decisions External Environment Outside of the individual's employing organisation Facilitator One who encourages self-directed learning

Local Environment Within the individual's employing organisation or company

Mentor Mentors are people who, through their action and work, help others to achieve their potential Higher Level A greater level of organisational complexity than that of the individual's team (as defined above)

National Priorities Health care and educational priorities identified by the Department of Health. Educational policy as defined by the professional and/or regulatory body for pharmacy.

Peer Review Activities Expert opinion is sought to undertake a review of published work(s) in the individual's area of practice Role Model One whose behaviour model is followed by a learner

Team The staff (pharmacy or multidisciplinary) or care group with which the pharmacist works most closely

Workforce Development The education & training opportunities made available/accessible to the whole health economy, and education & training activity undertaken Workforce Planning Using pharmacy workforce numbers to project the numbers of pharmacy staff required to deliver future pharmacy and medicines

management services. This allows proposals to be made regarding the numbers of trainees required.

Workforce Strategy An overall statement of intention for the development of the pharmacy workforce (trainees and qualified staff)

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20

Section 3

Case Studies

List of interviewees for case studies

Interviewee Job role Code

Number

1

Lead Education & Training Pharmacist SPEd

NHS Teaching Hospital

2

Lead Education & Training Pharmacy Technician SPEd

NHS Teaching Hospital

3

Education & Training Pharmacy Technician SPEd

NHS Regional Pharmacy E&T Services

4

Director of NHS Regional Pharmacy Education & Training Services SPEd

5

Academia Senior Lecturer SPEd SL

Higher Education Institution (HEI)

6

Further Education (FE) College Pharmacy Technician SPEd NHS Teaching Hospital / FE College (50:50 split)

7

NHS Teacher Practitioner / E&T Pharmacist SPEd TP

HEI / NHS Hospital (50:50 split)

8

Teacher Practitioner / Community Pharmacist SPEd TP

HEI / NHS Hospital (40:60 split)

9

Teacher Practitioner / PCT Community Pharmacy Advisor SPEd TP HEI / PCT (40:60 split)

10

Community Pharmacy CPD Facilitator / Store Manager Ed Facil Community Pharmacy Multiple (25:75 split)

11

Tutor, Centre for Pharmacy Postgraduate Education Ed Facil England (CPPE)

12

Pre-registration Trainee Pharmacist Tutor Tu

13

Technical Specialist (who teaches in own specialist area) SPA Acute NHS Trust

14

Community Pharmacist with a specialist area of clinical practice SPCl - has the potential to become a Pharmacist with a Special Interest (PhwSI)

Community Pharmacy

15

Industrial Pharmacist SPI

Pharmaceutical Industry

16

Pharmacy Training Manager SPEd

Community Pharmacy Multiple

(26)

21 The individual’s roles

in education, training and workforce development

in theircurrentjob

The case studies are divided into three sections:

First section

A ladder showing the individual’s career

pathway leading to theircurrentjob

The individual’s professional development in education, training and workforce development

in theircurrentjob

Section 3

How to interpret the Case Studies

The individual’s roles in education, training and

workforce development in theirpreviousjobs

The individual’s professional development in education, training and workforce development

in theirpreviousjobs

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22

Second section

Section 3

How to interpret the Case Studies

Third section

Participants undertook

self-assessment of competency in both theircurrentandpreviousjobs

Participants mapped themselves to the framework at one of 3 levels,

shown by three different shades of blue on the mapping grid

Trainee Specialist

Experienced Practitioner

Leading Edge Practitioner

Alongside the mapping grid are quotes and comments which link

the participant’s practice to the framework

Quotes and comments made by participants in

response to specific questions posed during

their interview Each job has

been coded

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23

Competency level descriptor Foundation Excellence Mastery

Competency level descriptor

FOUNDATION EXCELLENCE MASTERY

Job code

Specialist Clinical Pharmacist SPCl

Teacher Practitioner (HEI/Hospital) SPEd TP

Lead E&T pharmacist SPEd

Job Code

Specialist Clinical Pharmacist SPCl Teacher Practitioner (HEI/Hospital) SPEd TP

Lead E&T pharmacist SPEd

Teacher Practitioner Hospital/HEI

(3 years)

Specialist Clinical Pharmacist - Hospital

(4 years)

Clinical Pharmacist Hospital 2 years)

Professional Development for ETWD

••Trained to Diploma level as a counsellor

••Continued experiential learning

••Postgraduate Certificate in Education - (PGCE)

••City & Guilds Further &

Adult Education Teaching

••Teaching and Learning module - Diploma in Pharmacy Practice

Experiential learning

••MSc Clinical Pharmacy

Mapping to the ETWD framework

Cluster 5 - Education Training & Development Supports the education, training & development of others.

Promotes a learning culture

Role Model

Mentorship

Conducting E&T Continuing Professional Development Links Practice and Education Education Policy

Competency Jobs

1

2

3

4

5

6

SPCI SPEd TP SPEd

Roles in ETWD

Responsible for academic programmes e.g.

- Clinical Certificate/Diploma in Pharmacy Practice

- F1/F2 doctor training and exams (as part of modernising medical careers) - MSc in Infection management

- Accredited medicines management programme for pharmacy technicians

Responsible for local CPD strategy and pastoral care of students

••Tutor for pre-registration trainee pharmacists

Certificate course tutor

••Clinical sessions for pharmacists and pharmacy technicians

CASE STUDY 1

This pharmacist reflected on their development from specialist clinical pharmacist (SPCl) to a specialist in education and training (SPEd).

“At the start of my specialist clinical pharmacist post (SPCl) I wasn't even on the map. I was below foundation level. I wasn't consciously aware of the skill set needed or my development needs.”

“During my time as a Teacher Practitioner I would have comfortably met 'Excellence' level of all competencies in this cluster.”

Lead Education & Training Pharmacist

NHS Teaching Hospital

Lead Education

& Training Pharmacist

Hospital (7 years)

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24

Competency level descriptor Foundation Excellence Mastery

Competency level descriptor

FOUNDATION EXCELLENCE MASTERY

This pharmacist noted that cluster 1 applies well to their current role but less so in their previous roles.

“This cluster is useful in my current role but would not be applicable to my previous roles.”

“During my time as a Teacher Practitioner I had a high teaching commitment but not much of a strategic role.”

How could the framework be used for future development within ETWD?

How could the framework be used for competency assessment and performance management of ETWD roles?

Job code

Specialist Clinical Pharmacist SPCl

Teacher Practitioner (HEI/Hospital) SPEd TP

Lead E&T pharmacist SPEd

“I would like to use the framework as a robust way of measuring what I do. Activities in ETWD are more difficult to measure than the number of Medicines Information queries for example.”

“This framework could be used in conjunction with the NHS Knowledge and Skills Framework to evaluate competence of pharmacy staff with roles in ETWD.”

I would like to use the framework as a tool to:

benchmark where I am at present and gain confidence in the skill set and knowledge that I have

gather evidence for competencies described in the framework as recognition of my expert practice

identify relevant learning and development needs e.g. 'workforce planning'

identify criteria and level of practice in ETWD to aspire to

“At the moment I don't have a clear picture of what my learning and development needs are in relation to Education & Training therefore I am reactive rather than proactive. This Framework may help me with this!”

“In future I may also be able to submit evidence gathered for the framework to the College of Pharmacy Practice to gain membership (Advanced Award).”

Cluster 1 -Expert Professional Role in Education & Workforce Development (EPREWD)

Improves standards of Education and Workforce Development

Expert Skills

& Knowledge

Patient Care Focus

Reasoning &

Judgement

Professional Autonomy

Quality Assurance

& Enhancement (of ET)

Developing others involved in ETWD Workforce Planning

Competency Jobs

1

2

3

4

5

6

7

SPCI SPEd TP SPEd

Job Code

Specialist Clinical Pharmacist SPCl Teacher Practitioner (HEI/Hospital) SPEd TP

Lead E&T pharmacist SPEd

(30)

25

Senior Pharmacy Technician - Hospital

(8 years)

Pharmacy Technician - Hospital

(2 years)

Lead Education &

Training Pharmacy Technician

Hospital (10 years)

Roles in ETWD

Co-ordination of Pharmacy NVQ Level 2 and 3 Pharmacy Services in a large teaching hospital and Further Education (FE) college

Teaching in the NHS trust and FE college

••Acting as internal verifier

Developing underpinning knowledge materials for NVQ Level 2 Pharmacy Services

••In-house training for qualified pharmacy support staff

••CPD facilitator for RPSGB

••NVQ Assessor and Internal Verifier for Trust

CASE STUDY 2

Mapping to the ETWD framework

Cluster 5 - Education Training & Development Supports the education, training & development of others.

Promotes a learning culture

Role Model

Mentorship

Conducting E&T Continuing Professional Development Links Practice and Education Education Policy

Competency Jobs

1

2

3

4

5

6

PT SPMan SPEd

Lead Education & Training Pharmacy Technician

NHS Teaching Hospital

Competency level descriptor Foundation Excellence Mastery

Competency level descriptor

FOUNDATION EXCELLENCE MASTERY

Job Code

Pharmacy Technician PT

Senior Pharmacy Technician SPMan

Lead E&T Pharmacy Technician SPEd

This pharmacy technician felt that their

extensive experiential learning in NVQ training, coupled with a formal teaching course (Certificate in Education) has enabled them to reach

'Excellence'or'Mastery'level for all competencies in this cluster.

Professional Development for ETWD

Certificate in Education (CertEd)

••RPSGB CPD Facilitators' training

••Management training (Institute of Leadership &

Management)

••Internal Verifier training

••NVQ Assessor training (D32/D33)

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26

Competency level descriptor Foundation Excellence Mastery

Competency level descriptor

FOUNDATION EXCELLENCE MASTERY

This pharmacy technician felt that their work with a Further Education (FE) College, together with their involvement in regional and national education and training groups, and their 'Certificate in Education' have equipped them with skills and knowledge that can be mapped to'Excellence'or 'Mastery'level for all competencies in this cluster.

How could the framework be used for future development within ETWD?

How could the framework be used for competency assessment and performance management of ETWD roles?

“The framework could be used to support competency assessments in conjunction with the KSF.

This requires good knowledge of the KSF and National Occupational Standards (which I already have).”

Cluster 1 -Expert Professional Role in Education & Workforce Development (EPREWD)

Improves standards of Education and Workforce Development

Expert Skills

& Knowledge

Patient Care Focus

Reasoning &

Judgement

Professional Autonomy

Quality Assurance

& Enhancement (of ET)

Developing others involved in ETWD Workforce Planning

Competency Jobs

1

2

3

4

5

6

7

PT SPMan SPEd

Job Code

Pharmacy Technician PT

Senior Pharmacy Technician SPMan

Lead E&T Pharmacy Technician SPEd

“At present, I will be able to use the framework in conjunction with dimensions of the NHS Knowledge and Skills Framework (KSF) that are relevant to ETWD.”

“The framework will be more useful if I decide to further my progress in ETWD at a regional and national level.”

References

Related documents