Performance Review and Staff Development

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Performance Review and Staff Development

Leading and Managing the Implementation of PRSD in Schools

A Conference for Principals and Senior Leaders

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Conference structure

Session 1 -

Session 2 -

Session 3 -

Session 4 -

Context for PRSD in schools

Overview of PRSD scheme

Initiating, implementing and sustaining PRSD in the school

Conclusion

A Conference for Principals and Senior Leaders

PRSD in its Wider Context

Session 1

• part of a wider agenda of educational change

• linked to school development planning

• focused on continuing professional development

• building on existing practice in SDPR, Threshold Assessment and other school-based policies

• to be operational from September 2005

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A Conference for Principals and Senior Leaders

Key Points about PRSD

Session 1

• an agreed scheme

• linked to school development plan

• applicable to all qualified teachers (except teachers in induction and EPD)

• an annual review cycle with three stages

• roles and responsibilities for

– employing authorities / boards of governors / governor reviewers / external advisers / principals / teachers

• to be reviewed after two years

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A Conference for Principals and Senior Leaders

Expected Outcomes of the

Conference

Session 1

This conference will

• show you how PRSD fits into the wider educational picture

• explain what PRSD offers schools

• provide an overview of the annual review cycle

• explore the processes of the scheme for principals and teachers

• give you time to consider the PRSD’s most important elements

• help you put a PRSD scheme in place in your school and be aware of connections to associated school policies/procedures

• signpost resources for supporting school based training for teachers

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A Conference for Principals and Senior Leaders

Expected Outcomes of the

Conference

Session 1

This conference cannot

• consider whether or not there should be a PRSD scheme

• deal with specific matters relating to pay and affordability

• deal with specific matters relating to Employing Authorities

• give you detailed information about every aspect of the scheme

• answer every question you might have about PRSD

• tell you how you put PRSD in place in your school

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A Conference for Principals and Senior Leaders

Challenges

Facing

Schools

Session 1

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A Conference for Principals and Senior Leaders

Core Purposes of Schools

Session 1

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A Conference for Principals and Senior Leaders

ET Strategy

Post

Primary

Review

Curriculum

Review

SENDO

Citizenship

Demographics

Literacy

Strategy

LMS

Curran

Inquiry I & II

Together

Towards

Improvement

Numeracy

Strategy

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A Conference for Principals and Senior Leaders

What PRSD Offers

Schools

Session 1

• it connects school development planning and performance review

• it allows school priorities to be aligned with the professional development needs of staff

• it gives professional development programmes coherence and direction

• it enables a staff development programme to focus on building confidence and capacity

• it helps schools to be better equipped to respond to the challenges they face

• it contributes to school improvement

• it helps schools make better provision for their pupils

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A Conference for Principals and Senior Leaders

What PRSD Offers

Principals and Teachers

• it applies to all except beginning teachers

• it focuses on continuing professional development

• it is directly linked to the school’s development plan

• it establishes a rigorous annual review process

• it provides for personal professional development

• it makes classroom/task observation part of the overall process

• it enables decisions about career progression and pay to be informed by reliable evidence

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A Conference for Principals and Senior Leaders

Session 1

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WORKSHOP 1

exploring the potential of PRSD time - 10 minutes

Timer

Reference

Conference Workbook

Page 7

Session 1

A Conference for Principals and Senior Leaders

WORKSHOP 2

• exploring the benefits of PRSD

• time – 15 mins

Reference

Conference Workbook

Page 9

Session 1

Timer

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A Conference for Principals and Senior Leaders

High

High accountability culture

High Performance

Culture

Slide 14

Low

Low

Low performance culture

High staff development culture

High

Performance Development

A Conference for Principals and Senior Leaders

Challenges for Principals and

Senior Leaders

Session 1

• establishing a sense of what PRSD can do in your school and the benefits it can bring

• understanding PRSD, the review process and its implications for all those involved

• preparing for the introduction and implementation of PRSD and the review process

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A Conference for Principals and Senior Leaders

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20 minutes

Timer

A Conference for Principals and Senior Leaders

Session 2

The PRSD Process

Key documents that will be referenced during this session

PRSD Scheme (located in Handbook Appendix I)

PRSD Guidance issued by Employing Authority (located in

Handbook Appendix II)

RTU PRSD Workbook for this conference

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A Conference for Principals and Senior Leaders

Vision

(PRSD Scheme – Vision Statement)

Session 2

The scheme’s vision statement says that it is integral to the school development planning process

• recognises the significant skills, abilities and experience of teachers

• will foster their continuing professional development

• will seek to provide for all pupils the highest quality learning and teaching

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A Conference for Principals and Senior Leaders

Aims

(PRSD Scheme 2.1)

Session 2

The scheme declares that it aims to

• recognise the contribution of teachers to achieving the aims of the school development plan and help them to identify ways of enhancing their skills and performance

• identify the professional needs and necessary resources to support teachers in their professional development and career progression

• increase teachers’ participation in decision-making and career planning

• develop in teachers a greater sense of control over their work

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A Conference for Principals and Senior Leaders

Aims

(PRSD Scheme 2.1)

The scheme goes on to state that it seeks to

• enhance the quality of education

• inform the management of schools

• improve teacher morale and motivation

• be seen by staff as enabling

• be manageable and minimise bureaucracy

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A Conference for Principals and Senior Leaders

Session 2

Fundamental Principles

Session 2

If the scheme’s aims are to be achieved, the review process in schools must be built on the following

- professionalism

- confidentiality

- sensitivity

- openness and transparency

- equity and fairness

- trust and confidence

Reference:

PRSD Handbook (Section 4.4)

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A Conference for Principals and Senior Leaders

Review Cycle Year 1

(PRSD Scheme 2.2 & 4.1)

Session 2

Reference

PRSD Handbook

Section 3.3

Initial Review Meeting

Monitoring and evidence gathering

Review discussion and review statement

Review statement

Annex

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A Conference for Principals and Senior Leaders

The Initial Review Meeting

(PRSD Scheme 4.2 to 4.4)

• setting 3 objectives

• criteria

• SMART

• centrality of school development plan

• recording the objectives

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A Conference for Principals and Senior Leaders

School Vision Statement

School Aims

School Development Plan

Goals

Objectives a statement of the actions to be taken to achieve a SMART detectable difference in a particular area

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A Conference for Principals and Senior Leaders

Code of Practice

Session 2

• The Code of Practice notes that the reviewer

– must be familiar with relevant policies

– should have access to a range of background information relevant to the reviewee’s wider professional responsibilities

– should be provided with a copy of the reviewee’s job description

Reference

PRSD Handbook

Appendix III

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A Conference for Principals and Senior Leaders

Workshop 3

• Establishing Objectives for a Performance Review

• Time - 20 minutes

Timer

Reference

Conference Workbook

Page 16

Session 2

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A Conference for Principals and Senior Leaders

Setting Objectives –

Some Suggestions

Session 2

Issues arising from the second workshop activity

• Some guidelines to consider

- remember that it is a new and unfamiliar process

- keep to the PRSD scheme

- use the additional guidance materials

seek agreement, but ……..

- accept that it will take time to get it right

- keep the bigger picture in mind

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A Conference for Principals and Senior Leaders

Reference

PRSD Handbook

Flow Chart

Appendix

Annual Review Cycle

(PRSD Scheme 2.2 & 4.1)

Session 2

Initial Review Meeting

Monitoring and evidence gathering

Review discussion and review statement

Review statement

Annex

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A Conference for Principals and Senior Leaders

Collecting the Evidence

(PRSD Scheme 4.6 & 4.7)

Session 2

• collection of information carried out in accordance with agreed Code of

Practice

• relevant to the three review objectives

• on the basis of consultation between reviewer and reviewee

• reviewees are expected to co-operate fully with any reasonable request for appropriate information

• purposes

assist dialogue in the review discussion

monitors progress towards achieving objectives

• classroom and/or task observation required

• conforms to fundamental principles

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A Conference for Principals and Senior Leaders

Classroom/Task Observation

(PRSD Scheme 4.7)

Session 2

• part of the review process for everyone

• occurs on 2 occasions – of a maximum period of 1 hour and to take place prior to the review discussion

• related to the objectives set at the initial meeting

• designed to provide relevant evidence

• conducted in a manner consistent with fundamental principles

• value of agreed protocols for monitoring and observation established at the initial meeting

• use of observation recording documentation

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A Conference for Principals and Senior Leaders

Classroom Observation - Activity

Session 2

• familiarise yourself with the sample classroom observation proformas

• how relevant are they to your own particular school situation?

• what are the issues you might now have to consider?

Time 5 minutes

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A Conference for Principals and Senior Leaders

Reference

PRSD Handbook

Section 3.3

Annual Review Cycle

(PRSD Scheme 2.2 & 4.1)

Session 2

Initial Review Meeting

Monitoring and evidence gathering

Review discussion and review statement

Review statement

Annex

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A Conference for Principals and Senior Leaders

The Review Discussion

(PRSD Scheme 4.8) & (PRSD Guidance 3.12)

Session 2

• When it happens

• Who attends

• Where it happens

• What the purposes are

– establish the reviewee’s performance against the objectives set

– review the extent to which objectives have been achieved

– discuss the reviewee’s career aspirations

– to note any personal/professional development needs arising

– to agree an action plan to meet these needs

– to identify three objectives for the next review cycle

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A Conference for Principals and Senior Leaders

Preparing for and conducting the review discussion

Session 2

Some suggestions for conducting the review discussion

– establish purpose of review

– consider job description

– affirm the positive aspects of reviewee’s performance

– review the extent to which objectives have been achieved

– discuss reviewee’s professional development needs and career aspirations

– explore areas for development and establish the objectives for the next review cycle

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A Conference for Principals and Senior Leaders

The Review Statement

(PRSD Scheme 4.9 to 5.8)

Session 2

• An agreed record of the conclusions of the review discussion

- prepared by the reviewer

- agreed by the reviewee

- signed by both

- a brief and concise summary of the outcomes of the discussion

• Prepared within 10 working days of the review discussion

• A confidential document

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A Conference for Principals and Senior Leaders

Review Cycle Thereafter

Review discussion, review statement and setting objectives for next cycle

Review statement

Annex

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Monitoring and evidence gathering

A Conference for Principals and Senior Leaders

Workshop 4

• completing the review statement

• Time – 20 minutes Reference

Conference Workbook

Page 21

Session 2

Timer

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A Conference for Principals and Senior Leaders

Some Key Points for School

Leaders

Session 2

• establishing three objectives and the criteria that apply

• centrality of the school development plan

• value of school-based protocols

• importance of the reviewer’s role

• a new process, needing careful introduction

• sources of further information, guidance and support

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45 minutes

Timer

A Conference for Principals and Senior Leaders

SESSION 3

Initiating, implementing and sustaining PRSD in the school

Key documents that will be referenced during this session

PRSD Scheme (located in Handbook Appendix I)

PRSD Guidance issued by Employing Authority (located in

Handbook Appendix II)

RTU PRSD Workbook for this conference

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A Conference for Principals and Senior Leaders

Roles and Responsibilities

Session 3

• Employing Authorities

• Advisory and Co-ordinating Group

• Boards of Governors

• Governor Reviewers

• External Advisers

• Principals

• Reviewers

• Reviewees

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(Handbook 6.1)

(Scheme 1.5)

(Handbook 6.2)

(Handbook 6.2)

(Handbook 6.3)

(Handbook 6.4)

(Handbook 8 and 9)

(Handbook 6.5)

A Conference for Principals and Senior Leaders

Principal -

Roles and Responsibilities

Session 3

• Assisting the Board of Governors to prepare and implement a performance review policy (PRSD Scheme 1.2)

• ensure the professional development and performance of teachers is reviewed annually in accordance with the scheme

(PRSD Scheme 1.3)

• Acting as a reviewer (PRSD Scheme 3.1)

• Assigning reviewers (PRSD Scheme 3.1)

• Being a reviewee (PRSD Scheme 3.2) This will be dealt with in more detail at the governor reviewer conferences

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A Conference for Principals and Senior Leaders

Principal -

Roles and Responsibilities

Session 3

• Coordinating the annex to the review statements for the purposes of planning/providing the T&D of teachers (PRSD Scheme 5.4)

• To ensure that the scheme is operated equitably and fairly for all

(PRSD Scheme 8.1)

• Establishing links between PRSD and other policies and prcedures

• Co-operating with any quality assurance or external monitoring procedures (PRSD Scheme 9.1)

• Provide school based training on PRSD for teachers in their school – similar to the Threshold model of school-based training

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A Conference for Principals and Senior Leaders

School Policy

Session 3

• duty of Board of Governors to prepare (PRSD Scheme 1.2)

• in consultation with teachers (PRSD Scheme 1.2)

• Model School Policy

Some suggestions

– Keep to the requirements of the scheme and guidance information from the Employing Authority

– Conform to existing arrangements for consultation within your school

– Present to Governors for formal adoption

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A Conference for Principals and Senior Leaders

School Development Plan

Session 3

• the school’s development plan is central to the effectiveness of

PRSD in each school

• the school development plan is frequently referred to throughout the scheme involving the Board of Governors, principal and teachers

• the objectives for principals and teachers must relate to the school development plan (PRSD Scheme 4.2 & 4.4)

• training and development needs identified through the scheme are reflected in the school development plan (PRSD Scheme 1.4)

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A Conference for Principals and Senior Leaders

Assigning Reviewers

Session 3

• Boards of Governors designate a minimum of two reviewers to review the principal (PRSD Scheme 3.2)

• principal designates the reviewer of a teacher

(PRSD Scheme 3.1)

• wherever possible the reviewer should have curricular responsibility for the teacher (PRSD Scheme 3.1)

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A Conference for Principals and Senior Leaders

Code of Practice

• collection of information other than observation

(PRSD Scheme 4.6)

Session 3

Reference

PRSD Handbook Appendix III

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A Conference for Principals and Senior Leaders

Equal Opportunities

Session 3

• this scheme shall operate fairly and equitably for all

(PRSD Scheme 8.1)

• used positively to promote equality of opportunity

(PRSD Scheme 8.2)

• this scheme shall comply with equality legislation in Northern Ireland

(PRSD Scheme 8.3)

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A Conference for Principals and Senior Leaders

Links to other school plans/policies/procedures

• Development plan

• Staff development plan

• Salary Policy

• Grievance Policy

• Equal Opportunity policy

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A Conference for Principals and Senior Leaders

Quality assurance and external monitoring

Session 3

• Board Of Governors and principal required to comply with any QA and external monitoring procedures (PRSD Scheme 9.1)

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A Conference for Principals and Senior Leaders

PRSD

Scheme

School

PRSD

Policy and procedures

High

Performance

Culture

Slide 51 initiating implementing sustaining

A Conference for Principals and Senior Leaders

Workshop 5

(task 1)

• School’s level of readiness

• Time - 20 minutes Reference

Conference Workbook

Page 29

Session 3

Timer

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A Conference for Principals and Senior Leaders

Workshop 5

(tasks 2 & 3)

• What happens next, Checklist to guide action

• Time 25 minutes

Timer

Reference

Conference Workbook

Page 32

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Session 4

Conclusion

Conclusion

A Conference for Principals and Senior Leaders

School based training

• Exceptional closure day for training teachers

• Similar to the Threshold model of In-school training

• Possible format

Why we are doing it

What it involves

How it will be done

• After the training day, issues for further attention, eg timetabling arrangements, data availability, reviewee development, record keeping, etc

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A Conference for Principals and Senior Leaders

Session 3

Resources

• Implementation timeline (end of workbook)

• School based PRSD professional development resources

– A resource pack available through RTU website (available from mid-March)

– Developing reviewer capability to support PRSD (an on-line programme available from mid- March)

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A Conference for Principals and Senior Leaders

Preparations

Session 3

• recognise that while it is a new process, there are important foundations - SDPR & Threshold

• similar processes for other policies may already exist in your school

– EPD / PQH(NI) / SDPR / Threshold / IiP / Teacher Induction

– IEPs / Education Maintenance Allowances EMAs / pupil target setting, etc

• consider evidence based school research and findings and their implications for school leaders in implementing PRSD

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A Conference for Principals and Senior Leaders

A Review of Expected Outcomes

Conclusion

This conference set out to

• show you how PRSD fits into the wider educational picture

• explain what PRSD offers schools

• provide an overview of the annual review cycle

• explore the implications of the scheme for principals and teachers

• give you time to consider the scheme’s most important elements

• help you put a performance review process in place in your school

• provide resources for supporting school based training for teachers

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A Conference for Principals and Senior Leaders

Before You Go…

Conclusion

• travel claim forms

• evaluation forms

• sub-cover claims

• sources of further support - www.rtuni.org

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A Conference for Principals and Senior Leaders

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Thank-you

A Conference for Principals and Senior Leaders

Conclusion

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