Introduction to PEP
(Professional Experience Portfolio)
Tana Forrest
Student Recruitment Manager
PEP requirements (3 in total)
1) Log a minimum of 400 days of workplace experience
2) Evidenced activities (3 in total, 1 activity must
include an oral presentation)
3) Overall Learning and Development documents:
 General reflection and future learning goals
 CPD Learning and Development Plan
Only submit once you have passed your final exams
1. PEP: Work Experience
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Demonstrate 400 days
200 days for AAT members
(Appendix 1)
(up to 10 years prior to submission)
(up to 10 years prior to submission)
8 competency areas (Appendix 1 on pages 26-28):
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Leadership and Strategic Management
Strategic and Operational Financial Management
Financial and Performance Reporting
Governance, Ethics & Values
Audit and Accountability
Partnerships and Stakeholder Relations
Change, Risk and Project Management
Procurement and Contract Management
Tasks can be allocated to several areas but not
double-counted
Employers required to verify experience
Pages 7-9
1. Work experience summary sheet
PEP 400 day work log
Candidate's name:
Student number:
Employing organisation:
Summary
Statement of Expertise area
Leadership and Strategic Management
Strategic and Operational Financial
Management
Financial and Performance Reporting
Governance, Ethics and Values
Audit and Accountability
Partnerships and Stakeholder Relations
Change, Risk and Project Management
Procurement and Contract Management
TOTAL
Total number of
days in this area
Employer’s initials
PEP Workplace Experience
Detailed log
Dates
Description of workplace
experience
Statement of Expertise area
What has been learned and how
may it be used? Outcome of
learning and future application
Number
of days
Jan 13–
Feb 13
Compilation of a contracts
& tenders register for
Environment & Leisure
Procurement & Contract
Management
This has given me an
understanding of how the
tendering process works, and the
rules and procedures have been
followed. I will use this in the future
to portray openness and
transparency in order to prevent
accusations of fraud.
25
June 13 –
Sept 13
Payment of invoices
Strategic & Operational Financial
Management
I learnt how to follow through the
entire payments process order of
receiving a goods receipt note, to
finally make a payment. This
enhanced my understanding of
how the procurement process
works.
20
Employer’s Signature
Employer’s
initials
2. PEP: Evidenced Activities
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(Appendix 1)
3 Professional Level activities
(No more than one per SOE area – Appendix 1 on pages 26-28)
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1 of the 3 activities to include an oral presentation
in the planning and execution of the activity
Students required to write about each activity:
Include:
 Cover Sheet
 Employer Validation form
Sections (for each activity):
 Planning and Execution
 Evidence
 Ethical Considerations
 Learning
PEP Evidenced Activity
Cover Sheet
Candidates full name:
Manager’s full name:
Manager’s job title:
Employing organisation:
Title of evidenced activity:
Statement of Expertise Area:
Date activity completed:
Role played by candidate in that activity:
As the candidate I confirm that I have:
fully explained how I planned this activity
identified the role I played in this activity
explained how the task was carried out
included relevant evidence (2-4 pieces) that proves:
 that the activity happened
 what my role was
 what the outcome was
reflected fully on my experiences undertaking this activity
identified and listed my learning points, needs or goals that I have identified as a result of
undertaking this activity
PEP Evidenced Activity
Employer’s Validation Report
Nature of activity:
Acting as a Supervisor
Role of the candidate in the activity:
Supervising two trainees in producing a briefing
note on explanatory forewords
Outcome of activity:
The student produced the briefing note on time having supervised the trainees in the
completion of the activity.
Report on the completion of the activity:
Developing the explanatory foreword to the statement of accounts was an important
objective in seeking to improve financial reporting. The project also presented a good
opportunity for our student to practice her supervisory skills. The student researched the
subject well and produced a good report within the agreed deadline.
Our student handled the supervisory aspects of the task well, and I am pleased that they
have learnt from the experience.
Manager's signature
Date
Candidate's signature
Date
Evidenced Activities:
Planning and execution
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(400-600 words)
Why you decided to choose this activity
Identify the criteria you used in making the decision
How you went about planning the activity and how
you took into account the type of evidence you
would need for your portfolio
Did you discuss choice of activity with anyone?
What were the main objectives of the activity?
Timescales and resources needed for the activity?
Any barriers or risks to success of the activity?
Pages 10-11
Evidenced Activities:
Evidence
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Each activity must provide 2-3 items of evidence,
one of which should be the employer’s validation
report
For the oral presentation, maximum of 4 pieces of
evidence including employer validation report
Examples: written reports, emails (validated),
meeting agenda/minutes, appraisal forms, feedback
forms, PowerPoint slides
Appendix
Evidence
2.2a – my role
Agenda – for the meeting which includes
my presentation s as the first item.
2.2b – 2.2c – it happened, outcome
Feedback from all the attendees
Page number
52
53-55
Pages 11-12
Evidenced Activity :
Ethical Considerations
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(400-600 words)
Importance of ethics should not be underestimated
Principles contained in the SOPP (Standard of
Professional Practice on Ethics) must be followed
‘Ethics and You’, another useful document (includes
case studies)
Relate to the five principles of – ‘integrity’,
‘objectivity’, ‘professional competence and due
care’, ‘confidentiality’ and ‘professional behaviour’
Also relate values like – ‘professional scepticism’
and ‘professional judgement’ and attitudes like
‘commitment to the public interest’
Pages 12-14
Evidenced Activity :
Ethical Considerations
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(continued)
Consider – approaches that could be taken to
complete the task, way in which the activity is
completed and general behaviour of individuals
What ethical principles, professional values or
attitudes applied in the activity
What threats and safeguards were implemented?
How you behaved ethically in relation to the activity
How you could behave more ethically or
professionally in the future
Encourages good habits and best practice
Pages 12-14
Evidenced Activity:
Learning (300-500 words)
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Reflect on how well you applied knowledge and
skills to the activity
How it might influence future work and performance
Whether you have learned something new?
How the learning took place?
How it related to previous knowledge?
How you will apply the learning in the future and
your professional development?
Whether the reflection has helped identify other
learning and development needs?
Can be followed through to the General Reflection
and Learning section
Page 14 and Appendix 2
Evidenced Activity:
Oral Presentation (300-500 words)
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Only required as part of one of the evidenced activities
Present in a reasonable formal work setting
An audience of at least 3 people
Maximum of 4 pieces of evidence including employer
validation report
Must include 1 or 2 pieces of evidence specifically
relating to the presentation; in addition to (for
example) – slides, speaker notes or summary of
feedback forms
Evidence should confirm your role in the presentation
Pages 14-16 and Appendix 3 (pages 32-34)
3. Overall Learning and Development:
General Reflection and Future Learning Goals
(1000-1500 words)
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Reflect on your learning over the training period,
covering the whole PEP experience
Should be completed after work experience log and
three evidenced activities
How did the CIPFA theory influence you in practice?
How you related learning to work experience?
Positive and negative factors throughout the period
What you learned about application of professional
values, ethics and attitudes to practical activities in
the workplace?
Which activity had greatest effect on professional
practice
Pages 16-17 and Appendix 2
Overall Learning and Development:
General Reflection and Future Learning Goals
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Identify future learning goals, both long and short term
‘Learning’ section of activities should identify these
Prioritise the future goals and set deadlines
Identify goals to be met in first year of CPD
Explain why each goal is important to your development
Important to link PEP to CPD
Template page 17
Summary of future learning goals
Development Needs
(Learning Goals)
CPD Activities
(Action to be taken to meet goal)
Maintain an understanding of the issues
affecting the public sector
Develop my technical skills in Excel,
Word, PowerPoint, and in SAP
Time Frame
Evidence that goal has been achieved
Reading public finance regularly
Attending update courses on
current events (at least 2 per
year)
By 30 June
20XX
Contribution to strategic planning
Certificates of attendance
Attending training courses
Practising and exploring
software
By 01 Nov
20XX
Certificates of attendance
Feedback from managers on my
performance and effectiveness
CPD Action Plan
Learning and Development Plan (Level 2)
Name:
Membership Number: 12345678
CPD Year: 2013
Key Roles and Responsibilities
Development Needs
CPD Activities
Managing budget process for
Service A
Project management skills – planning,
documenting and monitoring project
progress.
Attend a Prince2 course.
PEP Submission and Review
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3 copies – 2 for CIPFA and 1 for yourself
Include the PEP submission form (on website)
Purchase PEP submission via online CIPFA Shop
Spiral or comb-bound documents
Send copies secure, recorded delivery to the CIPFA
Student Support team at CETC London
No set submission deadlines - submit at any time
after passing all required exams
No interviews (unless for QA Purposes)
Outcome either ‘complete’ or ‘incomplete’
Faster membership election - become a full member
quicker
Scoring Criteria pages 21-24
Want more PEP support?
Student Support
0207 543 5600
studentsupport@cipfa.org
Taught courses at CETC
0207 543 5600
cetc@cipfa.org
\ questions?