Gathering supporting information

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The KSF is not intended to be a paper chase and staff are not expected to produce huge portfolios of work. All of the supporting information needed for a PDPR should be available naturally in the workplace.

Supporting information

The gathering of supporting information should not be too onerous and often one piece of information may be relevant for more than one dimension.

This is about what staff do in their day to day job.

The following is an example of the guidance provided by one Board in NHSScotland to support staff gather their supporting information.

You might find it helpful to use the following headings:

  • Documents
  • Observations
  • Verbal
  • Electronic
Examples of relevant information

Some examples of relevant supporting information are shown below under each heading. Please note that you would only expect to look for a few examples under each section.

Documents

These might be presented by the reviewer or reviewee:

  • work related forms/documents for example risk assessments, care plans, treatment records, completed order records
  • minutes/action notes
  • letters or notes of appreciation (thank you letters) from patients, colleagues or other agencies
  • certificates of competence - for example first aid, resuscitation, trade or craft related
  • patient information leaflets
  • reports - formal and informal
  • reflective accounts
  • fire drill records
  • completed workbooks

Observations

This is based on observations of the employee during normal work activities:

  • seeing an individual carrying out a particular task (could be pre-arranged or just as normal work procedures)
  • delivering a presentation to a group
  • meeting/talking with patients, colleagues or visitors
  • giving feedback or support to other workers
  • change of practice observed following feedback
  • taking action and report incidents as they happen
  • seen acting as a role model within their own team

Verbal

This may be discussion during the review meeting or a reference to situations during normal work activities:

  • discussion, including question and answer, on current policies and procedures to ensure staff understand the content and application of these
  • discussion on real or potential scenarios from practice
  • discussion on achievement of service objectives

Electronic

  • eLearning completion records and attainment levels
  • examples from programmes and applications, databases, spreadsheets, presentations used in normal work requirements