Performance Review and Staff Development

1
Performance Review and Staff Development
PRSD for Teachers
2
Structure for the Day

• Session 1 - Rationale for PRSD Overview of PRSD
  scheme
• Session 2 - Initial Review Meeting
  establishing objectives Evidence Gathering and
  Review Discussion
• Session 3 - Initiating, implementing and
  sustaining PRSD in the school

3
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
• builds on existing practice in SDPR, Threshold
  Assessment and other school-based policies
• operational from September 2005

4
Key Points about PRSD
Session 1

• an agreed scheme
• linked to school development plan
• applicable to all qualified teachers (except
  those in induction and EPD)
• based on an annual review cycle with three stages
• roles and responsibilities for employing
  authorities, boards of governors, governor
  reviewers, external advisers, principals and
  teachers
• to be reviewed after two years

5
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
• give you an overview of the annual review cycle
• explore the implications of the scheme for
  principals and teachers
• give you time to consider PRSDs most important
  elements
• help the school put PRSD in place
• signpost the on-line resources for supporting
  reviewers and reviewees

6
Challenges Facing Schools
Session 1
7
Core Purposes of Schools
Session 1
8
ET Strategy
Post Primary Review
Together Towards Improvement
Curriculum Review
SENDO
Curran Inquiry I II
LMS
Numeracy Strategy
Demographics
Literacy Strategy
Citizenship
School Development Plan
Performance Review and Staff Development
9
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 in
  schools coherence and direction
• it enables all staff development programmes to
  focus on building professional capability and
  capacity
• it helps schools to be better equipped to respond
  to the challenges they face
• it contributes to school improvement
• it will help this school make better provision
  for all its pupils

10
What PRSD Offers Principals and Teachers
Session 1

• it applies to all except beginning teachers
• it focuses on continuing professional development
• it is directly linked to the schools 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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WORKSHOP 1
Session 1

• Making sense of PRSD in our school
• Time - 10 minutes

Reference Workshop 1
12
WORKSHOP 2
Session 1

• Exploring the benefits of PRSD
• Time 15 mins

Reference Workshop 2
13
High
High accountability culture
High Performance Culture
High Performing School
School Development
Low performance culture
High staff development culture
Low
Low
High
Performance Development
14
Overview of PRSD Process

• Materials to be Used

Key documents that will be
referenced PRSD Scheme (located in Handbook
Appendix I) PRSD Guidance issued by Employing
Authority (located in Handbook Appendix
II) Worksheets
15
Vision(PRSD Scheme Vision Statement)
Session 1

• The schemes vision statement says that it is
  integral to the school development planning
  process and that it is designed to
• recognise the significant skills, abilities
  and experience of teachers
• foster their continuing professional
  development
• seek to provide for all pupils the highest
  quality learning and teaching

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Aims (PRSD Scheme 2.1)
Session 1

• 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 of and the
  resources required 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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Aims (PRSD Scheme 2.1)
Session 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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Fundamental Principles
Session 1

• If the schemes 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)
19
Review Cycle Year 1 (PRSD Scheme 2.2 4.1)
Session 1
Reference PRSD Handbook Section 3.3
Initial Review Meeting
Monitoring and evidence gathering
Review discussion and review statement
Review statement Annex
20
20 minutes
21
Session 2 The Annual Review Cycle

• Initial review meeting establishing objectives
• Evidence gathering
• Review discussion and statement

22
The Initial Review Meeting (PRSD Scheme 4.2 to
4.4)

• setting three review objectives
• key criteria for the objectives SMART
• centrality of school development plan
• recording the objectives

23
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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Workshop 3
Session 3

• Establishing Objectives for a Performance Review
• Time - 25 minutes

Reference Handout 1 Workshop 3
25
Setting Objectives Some Suggestions
Session 2

• Issues arising from the third workshop activity
  some guidelines
• 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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Annual Review Cycle (PRSD Scheme 2.2 4.1)
Session 2
Reference PRSD Handbook Flow Chart Appendix
Initial Review Meeting
Monitoring and evidence gathering
Review discussion and review statement
Review statement Annex
27
Collecting the Evidence (PRSD Scheme 4.6 4.7)
Session 2

• information is to be collected in accordance with
  an agreed Code of Practice
• It must be relevant to the three review
  objectives and based on consultation between
  reviewer and reviewee
• reviewees are expected to co-operate fully with
  any reasonable request for appropriate
  information
• the evidence/information is collected in order to
• - enable progress towards the achievement
  of the objectives to be
• monitored
• - assist dialogue at the review discussion
• - allow a decision to be made about the
  extent to which the objectives
• have been achieved
• classroom and/or task observation are required
  for all reviewees
• the fundamental principles should apply throughout

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Classroom/Task Observation (PRSD Scheme 4.7)
Session 2

• part of the review process for everyone
• occurs on 2 occasions for a maximum period of 1
  hour - and prior to the review discussion
• related to the objectives for the review
• 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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Classroom Observation - Activity
Session 2

• familiarise yourself with the sample classroom
  observation proformas
• ask how relevant they are to your particular
  school context
• consider the issues you might now have to
  consider
• Time 5 minutes

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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 reviewees wider
  professional responsibilities
• should be provided with a copy of the reviewees
  job description

Reference PRSD Handbook Appendix III
31
Annual Review Cycle (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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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 reviewees performance against the
  objectives set
• review the extent to which objectives have been
  achieved
• discuss the reviewees 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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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 reviewees
  performance
• review the extent to which objectives have been
  achieved
• discuss reviewees professional development needs
  and career aspirations
• explore areas for development and establish the
  objectives for the next review cycle

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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

35
Review Cycle Thereafter
Review discussion, review statement and setting
objectives for next cycle
Monitoring and evidence gathering
Review statement Annex
36
Workshop 4
Session 2

• Completing the review statement
• Time 20 minutes

Reference Workshop 4
37
Some Key Points
Session 2

• establish three objectives
• ensure that the criteria are met
• keep the school development plan at the centre
• recognise the value of school-based protocols
• understand the importance of the reviewers role
• remember that it is a new process, needing
  careful introduction
• use the sources of further information, guidance
  and support

38
45 minutes
39
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) Worksheets
40
Roles and Responsibilities
Session 3

• Employing Authorities (Handbook 6.1)
• Advisory and Co-ordinating Group (Scheme 1.5)
• Boards of Governors (Handbook 6.2)
• Governor Reviewers (Handbook 6.2)
• External Advisers (Handbook 6.3)
• Principals (Handbook 6.4)
• Reviewers (Handbook 8 and 9)
• Reviewees (Handbook 6.5)

41
Principals - Roles and Responsibilities
Session 3

• assisting the Board of Governors to prepare and
  implement a performance review policy (PRSD
  Scheme 1.2)
• ensuring that the professional development and
  performance of teachers is reviewed annually in
  accordance with the scheme (PRSD Scheme 1.3)
• ensuring the relationship between the school
  development plan and PRSD (PRSD Scheme 1.2)
• acting as a reviewer (PRSD Scheme 3.1)
• assigning reviewers (PRSD Scheme 3.1)
• being a reviewee (PRSD Scheme 3.2) -

42
Principals - Roles and Responsibilities
Session 3

• coordinating the annexes to the review statements
  for the purposes of planning and providing the
  further professional development of teachers
  (PRSD Scheme 5.4)
• ensuring that the scheme is operated equitably
  and fairly for all (PRSD Scheme 8.1)
• establishing links between PRSD and other
  policies and procedures
• co-operating with quality assurance or external
  monitoring procedures (PRSD Scheme 9.1)
• providing school based training on PRSD for
  teachers in their schools

43
School Policy for PRSD
Session 3

• it is the duty of Board of Governors to prepare a
  policy in consultation with teachers (PRSD Scheme
  1.2)
• there is a model school policy which schools can
  use
• some suggestions
• keep to the requirements of the scheme and
  guidance information from the employing authority
• use existing arrangements for consultation
  within your school
• present the agreed draft to governors for
  formal adoption

44
School Development Plan
Session 3

• the schools development plan is central to the
  effectiveness of PRSD in each school
• 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 to be reflected in the school
  development plan (PRSD Scheme 1.4)

45
Assigning Reviewers
Session 3

• Boards of Governors designate a minimum of two of
  their members to review the principal (PRSD
  Scheme 3.2)
• principals designate the reviewers for teachers
  (PRSD Scheme 3.1)
• wherever possible, reviewers should have
  curricular responsibility for the teachers being
  reviewed (PRSD Scheme 3.1)

46
Being a Reviewer

• Roles and responsibilities
• conducting the initial review
• managing the in-year monitoring of the reviewees
  progress
• conducting the review discussion
• writing the review statement
• developing the necessary skills and qualities

Refer to Handout 2
47
Code of Practice
Session 3

• for the collection of information related to
  review objectives other than through classroom
  and/or task observation (PRSD Scheme 4.6)

Reference PRSD Handbook Appendix III
48
Equal Opportunities
Session 3

• the PRSD scheme is expected to operate fairly and
  equitably for all (PRSD Scheme 8.1)
• the scheme is to be used positively to promote
  equality of opportunity (PRSD Scheme 8.2)
• the scheme must comply with equality legislation
  in Northern Ireland (PRSD Scheme 8.3)

49
Links to other school plans/policies/procedures

• school development plan
• staff development plan
• salary policy
• grievance policy
• equal opportunity policy
• agreed school-based protocols

50
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)

51
Conference Conclusion
Conclusion

• Review and Conclusion

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Optional Workshop (5)Writing Objectives

• Group work activity Time 20 mins
• Working with another colleague
• identify an area for development that relates to
  the school development plan e.g. ICT, Literacy,
  Numeracy, etc
• decide which aspect of this area it would make
  sense for you to set as a review objective
• discuss this with your colleague
• write an objective related to this aspect, using
  the planning record sheet to record your
  objective
• decide what sources of evidence would be needed
  to enable a reviewer to monitor progress and
  determine whether the objective had been achieved

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Optional Workshop (6)Gathering Evidence

• Group work activity Time 20 mins
• Working with another colleague
• list the sources of information available in your
  school or department that would enable teachers
  performance to be monitored e.g. pupil
  achievement results, NFER tests, GCSE results,
  GCE results, Key stage results, classroom
  observation
• identify the procedures or protocols that already
  exist for reviewing performance within the school
• consider what arrangements need to be made for
  the available evidence to support PRSD

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Plenary Workshop 7

• Time 20 mins
• Using the information you have been given
  about PRSD, work with the others in your group to
  complete the grid provided in the handout.
• The results will be collected and collated,
  and the outcomes shared with all members of
  staff.

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Additional Resources

• implementation timeline see end of workbook
• PRSD and frequently asked questions
  www.rtuni.org
• school based PRSD professional development
  resources
• developing reviewer capability to support PRSD
  (an on-line programme for reviewers available
  from mid-April)
• developing reviewee capability to support PRSD
  (an on-line programme for reviewees available
  from mid-April)
• further information available on-line -
  www.rtuni.org

56
Reviewing the Expected Outcomes
Conclusion

• This conference set out to
• show you how PRSD fits into the wider educational
  picture
• explain what PRSD offers schools and teachers
• provide an overview of the annual review cycle
• explore the implications of the scheme for
  principals and teachers
• give you time to consider the schemes most
  important elements
• help you put a performance review process in
  place in your school
• provide resources for supporting school-based
  training for teachers

57

• Thank You

Conclusion