Developing Continuing Professional Development Courses - a guide to good practice Continuing Professional Development (CPD) is the means of improving knowledge and skills of personnel throughout their working lives. CPD may be used to: update knowledge and skills prepare for changing roles and responsibilities increase general competence This can be achieved by undertaking short courses, part-time study, e-learning or a combination of these approaches. This guide has been developed based on a workshop involving a range of CPD providers in the College of Humanities and Social Sciences. It aims to provide some generic advice on developing a successful course and signpost where you should go to ask for help. For the purpose of this guide, the definition of CPD is restricted to courses that are specifically designed for this market and fully paid by the individuals or their employers (i.e., not attracting any funding from the SFC teaching grant). For information on developing Masters courses please see the “Developing Successful Edinburgh Masters Toolkit” available on Communication and Marketing’s Support Services webpage. WHY CPD? Providing CPD courses can be beneficial for several reasons including: enhancing the profile of your centre/department among practitioners and stakeholders increasing the impact of your knowledge by providing expertise which can be used in practice enhancing relationships with potential collaborators and key stakeholders raising the profile of other courses being offered, such as MSc courses creating an additional income stream Before developing a new course, it is important to define your main objectives and your primary audience(s). This will help to inform your decisions on format and content as well as the price of the course. While you should build on existing capacity, for example, successful Masters programmes, the content and format must be tailored for CPD students who often have different experiences and needs to full-time students. IDENTIFYING AND RESEARCHING THE MARKET A CPD course needs to be useful enough that employers give time off and pay a fee for the employee to attend. Alternatively, it has to be so attractive for the individual that he or she is willing to devote their own time and money to conduct the course on top of other commitments. When identifying your market you should ask yourself: what skills and knowledge will the participants gain through the course? which sectors and/or professions need these skills? Once you have identified who you believe should be your target group it is time to check whether this group is likely to take up the offer. Market research is important to make sure 1 your course fits the needs of potential participants and at the same time offers something different to what is available already. Market research should address: who the target audience is? who your competitors are? The Centre of African Studies (CAS) had what training provision currently exists for three objectives when they decided to this group and/or in this field? explore opportunities for CPD delivery what seems to be the going price? in 2009: 1) to enhance the reputation of CAS among stakeholders involved with how will you be different to the current international development 2) to market offering? encourage students to enrol on the new what formats of delivery will suit the target MSc in Africa and International group? Development and 3) to create an who are the gatekeepers in the additional income stream. sector/profession? A lot of this information can be gathered by deskbased research, searching the CPD/Training pages of other academic departments, professional associations and professional training agencies. Also use your own and your colleague’s networks to learn more about the sector. You should also make direct enquiries to members of the target group and relevant gatekeepers. Use your own networks and contact a sample of practitioners and relevant HR departments, professional associations and regulatory bodies engaged with the sector. The University’s Communication and Marketing unit can provide advice on how to do market research and in some instances they will conduct the research for a fee. Market research suggested providing parts of the MSc through distance learning. A local market was also identified so they decided to offer oneday courses, which were marketed through the webpage and relevant networks. There were not enough participants to run the courses, which suggested that there was in reality a limited local market, particularly in the current financial climate. However, the marketing of these courses raised the profile of CAS and triggered enquiries for customised training and consultancy. In the meantime, a postgraduate certificate by e-learning has been developed and will be offered from January 2011. Further information: Communication and Marketing DEFINING THE CONTENT AND FORMAT As said above, individuals attending CPD courses or conferences have different needs to full-time students. Potential CPD participants may be experiencing: increased role complexity increased skill requirements new ways of working in teams job insecurity time constraints for those working full time To meet these challenges the CPD provider can help to: broaden skills, develop individuals’ potential encourage people to be proactive in their own career planning develop a process of self-evaluation and reflection form networks give professionals proof of the quality of their practice 2 This means that developing a CPD course is different from developing an undergraduate or postgraduate course and the format and content has to reflect this. The content as well as format should allow the participant to recognise the relevance of the knowledge gained and apply it to their own practice. CPD students often bring valuable skills and knowledge relevant to the course topic from their own experience, so consider how this can be utilised within the course for the benefit of all the students as well as yourself. The School of Law’s Legal Practice Unit, in collaboration with the Office of Life Long Learning, has for a number of years run a series of ‘update’ seminars given to legal professionals from law firms throughout Scotland. The most successful of these has been running since 1991 – an achievement only possible due to the ever-changing nature of the subject matter (i.e., legislation) and the quality of delivery of these updates. Combining the knowledge and research of the School of Law’s top lecturers, the Law Update series remains a notable fixture in the University’s CPD calendar. Despite the current economic downturn these courses have remained popular and generated income for the University. Consider all the formats in which a CPD course can be delivered before choosing the one which best suits you. It need not always be daytime when rooms can be very difficult to secure for more than an hour at a time due to UG and PG teaching requirements. Many CPD events are run in the evening, at weekends or on a Wednesday afternoon and evening combination to coincide with the University’s half day. The options for remote participation are also becoming much more widespread and popular and include live transmissions of seminars online or by videoconference, online courses, which are taken between specific dates with an interactive participant “chat room” and support from the tutor and at any time of the participant’s choosing with just a time limit for completion. Identify hooks within the target sector which you can hang your offer on to make it relevant to the students. This can be forthcoming or recent changes in legislation, current policy debates or new challenges in the relevant field. The Centre for Research on Families and Relationships have experienced that, whilst it may be hard to get enough participants for a training course, conferences targeted to practitioner audiences are popular even when charged at the same rates. If your main objective is to engage with research users and to create an income stream, organising conferences may be a better alternative. If the market research has identified barriers to CPD in your target group it is important you design the course in a way that makes it feasible for them to enrol. E-learning provides the most flexibility for the students but, if building a network and sharing experience within the group is important, some form of face to face meeting may be needed to create the trust needed for people to share. ACCREDITATION WITHIN THE UNIVERSITY Non-credit bearing CPD courses do not have to go through approval within the University. For these courses a certificate of attendance may be issued to participants but there is no assessment or formal accreditation of the course. For a lot of CPD students this is sufficient – they develop new knowledge and/or update their skills without the stress of assessments and exams. Market research carried out within Law and Social and Political Studies has however shown that, increasingly, CPD students do like to get credits for their courses. For the course “Listening to children”, provided by the Centre for Research on Families and Relationships, 60% of the students opted to have the course assessed for credit. 3 The accreditation process for CPD courses is the same as for undergraduate and postgraduate courses through the School Board of Studies and the College Postgraduate Committee. Accreditation will provide the student with a formal assessment and the appropriate number of credit points. Further enquiries will have to be made if the student wants to use this for a degree programme at a later stage. Further information: CHSS Postgraduate office ACCREDITATION FROM PROFESSIONAL BODIES Several professions have a programme of accredited courses either recommended or required to maintain the professional licence. In some cases, having this accreditation is crucial for entering that particular field. Course accreditation from a professional body may also be seen as a quality stamp for potential participants. However, there are costs involved with this. Professional bodies require a fee for accrediting courses and the process of documentation takes time. The course has to be ready before accreditation is sought and renewal is subject to submission of evaluation material. You have to weigh the costs up against the potential benefits, which may be hard to predict. If in doubt you should offer the course without accreditation first and revisit the issue if there are indications that you have failed to attract participants because of this. SCRIPT in the School of Law considered applying for accreditation from several professional bodies for their Law and Medical Ethics e-learning course, including the Royal Colleges of Nurses, GPs, Physicians and the Health Professionals Council. They chose the Royal College of Nurses (RCN) because it has a sizeable membership of over 400,000 and because nurses generally represent a well-defined audience whom we could target via an integrated marketing campaign of online and print advertising, and direct mail. Another reason was that RCN has a clear policy on accrediting online distance learning. Since the course has been accredited, 419 hits on the course webpage have been directed from the RCN site, although only one student has requested the RCN certificate on completing the course. At this stage it is still difficult to tell whether the investment has paid off but having the accreditation on the webpage provides a seal of approval that may be important when students consider taking the course. MANAGING AND ADMINISTERING THE COURSE The CPD Unit at The Office of Lifelong Learning (OLL) was set up specifically to provide assistance with the administration and management of CPD events and courses to staff across the University. This can cover anything from an evening seminar to a short training course or a large international conference, and can be at whatever level of involvement you require. As well as advice, they have a number of resources available for registration, payment and data management through their flexible online booking system and administration team. OLL’s experienced event managers can deal with all aspects of organisation, including venues, catering, course materials and publicity. They are also able to devise a budget for setting up events and manage income and expenditure. Please contact The CPD Unit early in the planning stages for discussion and advice. While OLL is not a commercial department, the CPD Unit will normally charge a fee for their support. These charges are designed to reflect the amount of work involved and the anticipated outcome of the event or course. More information and advice: Office of Lifelong Learning 4 COSTING AND PRICING Ordinary undergraduate and postgraduate study programmes have funding from the Scottish Funding Council and the fees paid by students are set by the College with guidance from the Fee Strategy Group at University level. CPD courses do not have funding from the Scottish Funding Council and the costs of the programmes should be fully paid for by the participant or his/her employer, i.e., they should not be subsidised by the University. Sponsorship and exhibitions can also provide an important source of income for conferences and courses. A budget covering all direct and indirect costs is therefore required to set the fee. Do not forget to include the development costs (these can be seen as an investment to be paid back over time). The profit margin will depend on what potential customers are willing and able to pay; please check what other providers charge and consult with potential customers. It is widely accepted that quality costs so charging less to attract higher numbers may actually The Centre for Advanced Study of the Arab defeat the purpose. World, a collaboration between the Universities of Edinburgh, Durham and Manchester, is If you realise your costs are too high to be improving the way Arabic is taught world wide. competitive you should seriously consider Having organised a series of CPD workshops whether developing the course is aimed at teachers in the UK, Jonathan worthwhile. If the course is important for Featherstone was hired by the British strategic purposes, for example, as a way University in Dubai to run a week long of raising the profile of the institution programme for Arabic teachers in the Emirates, among key stakeholders, you may which was processed as consultancy by ERI. consider running it at a loss. However, this is not sustainable unless the course creates synergies that bring additional income. It may be appropriate to offer places at a reduced rate to enter the marketplace but make sure this is communicated clearly so people don’t get put off when the price increases. If you are in the lucky situation that the demand for the course exceeds the capacity to deliver, you can consider developing a “train the trainer” approach where you develop a programme designed for trainers who then obtain a licence to deliver the courses further. Alternatively, you can work with colleagues within or outside the University through a subcontract arrangement. Note: If you intend to provide customised training for a company rather than an open course with delegate fees, this should be processed as consultancy through the ERI Consultancy office. This ensures the activity is covered by the University’s indemnity and liability insurance. ERI will assist with everything from negotiating appropriate fees to invoicing. More information and advice: Budget, costing and pricing: Licensing : Consultancy: Office of Lifelong Learning Knowledge Exchange Office ERI Consultancy Office COPYRIGHT CPD is about sharing knowledge so you may be happy for your slides to be re-used and the knowledge spread after the course is over. However, if you have developed a unique concept, you may not appreciate it if someone else takes the idea and delivers your course on a commercial basis. Whilst the risk of this may be low it is worth safeguarding against this. 5 Training material is protected by copyright and if you want to make this clear you can put ©University of Edinburgh on your slides, handouts or booklets. Needless to say, just as you want to protect your copyright, you should be careful not to infringe on other people’s copyright. If you develop a course with a partner from a different institution (academic or non-academic) it is a good idea to write a collaboration agreement to agree on ownership, share of costs/income and the right to deliver the course without the other party involved. More information on copyright, collaboration agreement and licensing: KE Office MARKETING THE COURSE As with all marketing, an integrated approach using several channels is recommended to spread the word about your course. Evaluation of SCRIPT courses show that most students heard about the course online in one way or another. Recommendation from friends and colleagues was also important so make sure your own networks are aware of your course(s) and can pass on the information. Some tips on online marketing: ensure it is easy to navigate to the course from your main webpage ensure the page is tagged with the appropriate key words to be picked up by search engines send information to appropriate email lists you are member of and ask colleagues to spread the word identify email lists that target your group – some will allow you to post information for free when the course is of benefit to the group use relevant social media channels such as Linked-In, Facebook and Twitter use Google Analytics to map the flow of traffic on your website Printed material and advertisements are more expensive but may be appropriate as a supplement to online marketing. The Communication and Marketing webpage provides a series of guides on how to develop publishing and marketing materials. More information: www.ed.ac.uk/communications-marketing Production of publicity materials (fliers, journal advertisements, etc.) is also a service offered by the Office of Lifelong Learning. MAKING THE MOST OF CPD If all the processes above have been conducted successfully you should be ready to run the course! As said at the beginning, you may have several objectives for developing a CPD course and it is important to have these in mind when you deliver the course. Use the opportunity to gain more knowledge about the practice field; look out for good examples you can use in your teaching, unanswered questions that may form the basis for your next research proposal and projects you can collaborate on. Developing the relationship with partners is often the hardest part of a collaborative research and knowledge exchange project. Running a course with practitioners in your field provides a great opportunity for getting a head start! 6