Health Education North East - Postgraduate School of Primary Care
Trainer Appraisal – December 2014
Peer appraisal
We agreed annual peer appraisal should be left to the individual programmes, but in principle
should consider the following:
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It is a formative and summative process and should inform revalidation.
It should have an evidence base, which is relevant to training.
Reflections with a peer, about training practice should be produced for the programme and
may consider the GMC domains:
o Knowledge skills and performance
o Safety and quality
o Communication, partnership and teamwork
o Maintaining trust
A personal development plan should be produced.
A common data base for practices could be used - see below for reappointment:
Trainer /qualifications
Training Practice Address/ contact
details
Trainer group
List size
Number of trainers
Number of learners that you are
responsible for (e.g. GPSTRs and F2)
GPR:
F2:
ITP:
Date of last trainer appraisal
Dates of educational events attended
since last reappointment
Trainer Groups:
Educationalist conference:
Other (describe):
Date of last observed teaching
SECTION 2. Trainer review of the year
Here are some prompts to help with completion of appraisal.
You may wish to use some of the tools/prompts below to facilitate your discussion-they are
just suggestions, so you do NOT need to do all of them.
1. Knowledge, Skills and Performance
How are you keeping up to date?
How is training delivered in the practice?
Pros and cons of this way. How is the training documented/ recorded?
How do you identify your trainer learning needs?
How do you teach practice management?
Evidence
Trainer meetings/courses (plenary/educator’s conference) attended with reflections. Documentation of
training given. Last PDP actions with evidence of completion. FOT. Reflection on GPR feedback.
Educational SEA.
2. Safety and Quality
What systems are in place to ensure the GPR is safe? E.g. tagging of notes to identify high risk
patients.
How do you monitor/ensure the GPR is practicing safely?
Do you have any health issues that may affect your ability to train?
Evidence
Reflection on GPR feedback. Educational SEAs. Audits. Trainer Health. Review of GPR
prescribing/referrals. level of E+D training
3. Communication, Partnership and Teamwork
How do you feel relationships are with your GPRs?
What evidence do you have to give these impressions? How is the GPR supported in your absence?
How does the GPR learn about the PHCT and local services available?
How do you keep up to date with changes in GP?
Evidence
Reflection on GPR feedback. MSF. Manual about the practice with details of staff and useful
numbers/contacts. Complaints from GPR. Accolades from GPR.
4. Maintaining trust
Consider possible probity issues in training.
How do you manage the conflict between assessing the GPR at times (i.e. for WPBA) and also having
to support and mentor them?
How is confidentiality maintained in training in the practice/scheme/trainer group?
Evidence
Probity declaration. E&D training.
Educational SEA showing probity issue
PDP
Development
need
Appraiser
How I will address this
Name………………………….
Date….………
Date to
achieve
Trainer
Desired Outcome
Name…………………………
For trainer development visits it is worth doing a more thorough appraisal and preparation and
HENE information for reappointment is at the end. Observed teaching and significant event forms
are also added
Trainer /qualifications
Training Practice Address/ contact
details
Trainer group
List size
Number of trainers
Number of learners that you are
responsible for (e.g. GPSTRs and F2)
GPR:
F2:
ITP:
Date of last trainer appraisal
Dates of educational events attended
since last reappointment.
Trainer Groups:
Educationalist conference:
Other (describe):
Date of last observed teaching
SECTION 2. Trainer review of the year
Prompts to help with completion of appraisal.
You may wish to use some of the tools/prompts below to facilitate your discussion-they are
just suggestions, so you do NOT need to do all of them.
1. Knowledge, Skills and Performance
How are you keeping up to date?
How is training delivered in the practice?
Pros and cons of this way. How is the training documented/ recorded?
How do you identify your trainer learning needs?
How do you teach practice management?
Evidence
Trainer meetings/courses (plenary/educator’s conference) attended with reflections. Documentation of
training given. Last PDP actions with evidence of completion. FOT. Reflection on GPR feedback.
Educational SEA.
2. Safety and Quality
What systems are in place to ensure the GPR is safe? E.g. tagging of notes to identify high risk
patients.
How do you monitor/ensure the GPR is practicing safely?
Do you have any health issues that may affect your ability to train?
Evidence
Reflection on GPR feedback. Educational SEAs. Audits. Trainer Health. Review of GPR
prescribing/referrals. level of E+D training
3. Communication, Partnership and Teamwork
How do you feel relationships are with your GPRs?
What evidence do you have to give these impressions? How is the GPR supported in your absence?
How does the GPR learn about the PHCT and local services available?
How do you keep up to date with changes in GP?
Evidence
Reflection on GPR feedback. MSF. Manual about the practice with details of staff and useful
numbers/contacts. Complaints from GPR. Accolades from GPR.
4. Maintaining trust
Consider possible probity issues in training.
How do you manage the conflict between assessing the GPR at times (i.e. for WPBA) and also having
to support and mentor them?
How is confidentiality maintained in training in the practice/scheme/trainer group?
Evidence
Probity declaration. E&D training.
Educational SEA showing probity issue
Old PDP review
Development
need
How I addressed this
Date
achieved
Comment
SECTION 3. Appraisal
1. Knowledge, Skills and Performance
Progress against PDP? Ways of assessing learning needs? FOT. teaching methodologies. Helping
the trainees prepare for MRCGP. Update attendances in last year? peer apprasials? ES role?
2. Safety and Quality
Feedback? Trainer held record. SEA. ESR feedback. Induction process. WPBA. Audits. Review of
prescribing/ referrals. Complaints relating to the GPR?
3. Communication, Partnership and Teamwork
Feedback. Trainer groups attendance? Trainer week? Relationship issues? Cover in your absence?
Practice manual? succession planning? Significant practice changes? Complaints accolades?
Increase capacity?
4. Maintaining Trust
Probity , health and equality and diversity issues?
5. PDP
Development
need
How I will address this
Date to
achieve
Desired Outcome
Data for next reappointment
Name of trainer
Dates of trainer appraisals and all training
programme visits since the last
appointment. For Additional visits
/contacts add brief explanation to put in
context in final column
No. Of feedback forms received since last
appt
No. of feedback forms expected since last
appt
Does the trainer have more than 1 learner
(e.g. standard + ITP, standard + F2 or 2 x
standard)?
On-going issues arising from trainee
feedback or other sources
(y/n)
If Yes please expand in final column
Are you aware of any ES/CS WPBA
reports of unsatisfactory quality?
Explanatory comments
(descriptive, with evidence if necessary)
Embed documents if appropriate.
Please send a copy of completed sections 1, 3 to the programme where they will be kept
confidentially in your file.
SECTION 2A: Feedback on Observed Teaching
Criterion
Establishes environment conducive to
effective teaching
Establishes effective rapport
Explores learner’s agenda
Negotiates and agrees areas to work on
Obtains learner’s perspective
Provides feedback to improve learner’s
insight
Provides explanations effectively
Uses rehearsal where appropriate
Facilitates definition of learning needs
Identifies resources and strategies to help
learner meet these needs
Encourages meaningful feedback from
learner on session
Learning points to take away:
(FOT)
Feedback on performance
SECTION 2B: Reflective template for Educational SEA
Date:
Forum in which this was discussed (E.g. trainer group):
1. Brief Description:
2. Why was this chosen?
3. What went well?
4. What could have been done better?
5. What will you do differently and why?
Appraiser
Name………………………….
Date….………
Trainer
Name…………………………