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 PRSD’s 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 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

11. 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 scheme’s 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

16. 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

17. 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

18. Fundamental Principles Session 1 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)

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

24. 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

26. 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 thethree review objectives and based onconsultation between reviewer and reviewee • reviewees are expected toco-operate fully with any reasonable request for appropriate information • the evidence/information is collected in order to - enable progresstowards 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 observationare required for all reviewees • the fundamental principles should apply throughout

28. 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

29. 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

30. 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

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

32. 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

33. 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

34. 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 reviewer’s 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 dutyof Board of Governorsto 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 school’s 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 reviewee’s 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)