1. Performance Review and Staff Development Leading and Managing the Implementation of PRSD in Schools A Conference for Principals and Senior Leaders

2. Slide 2 Conference structure Session 1 -Context for PRSD in schools Session 2 -Overview of PRSD scheme Session 3 -Initiating, implementing and sustaining PRSD in the school Session 4 -Conclusion

3. A Conference for Principals and Senior Leaders Slide 3 PRSD in its Wider Context 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 Session 1

4. A Conference for Principals and Senior Leaders Slide 4 Key Points about PRSD 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 Session 1

5. A Conference for Principals and Senior Leaders Slide 5 Expected Outcomes of the Conference 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 Session 1

6. A Conference for Principals and Senior Leaders Slide 6 Expected Outcomes of the Conference 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 Session 1

7. A Conference for Principals and Senior Leaders Slide 7 Challenges Facing Schools Session 1

8. A Conference for Principals and Senior Leaders Slide 8 Core Purposes of Schools Session 1

9. A Conference for Principals and Senior Leaders Slide 9 Post Primary Review Curriculum Review LMS Together Towards Improvement SENDO ET Strategy Curran Inquiry I & II Numeracy Strategy Literacy Strategy Citizenship Demographics

10. A Conference for Principals and Senior Leaders Slide 10 Schools What PRSD Offers Schools 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 Session 1

11. A Conference for Principals and Senior Leaders Slide 11 Principals and Teachers 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 Session 1

12. A Conference for Principals and Senior Leaders Slide 12 WORKSHOP 1 exploring the potential of PRSD time - 10 minutes Reference Conference Workbook Page 7 Session 1 Timer

13. A Conference for Principals and Senior Leaders Slide 13 WORKSHOP 2 exploring the benefits of PRSD time – 15 mins Reference Conference Workbook Page 9 Session 1 Timer

14. A Conference for Principals and Senior Leaders Slide 14 Low High Performance Development School Development Low performance culture High staff development culture High accountability culture High Performance Culture High Performing School

15. A Conference for Principals and Senior Leaders Slide 15 Challenges for Principals and Senior Leaders 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 Session 1

16. A Conference for Principals and Senior Leaders Slide 16 20 minutes Timer

17. A Conference for Principals and Senior Leaders Slide 17 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

18. A Conference for Principals and Senior Leaders Slide 18 Vision Vision (PRSD Scheme – Vision Statement) 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 Session 2

19. A Conference for Principals and Senior Leaders Slide 19 Aims Aims (PRSD Scheme 2.1) 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 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 Session 2

20. A Conference for Principals and Senior Leaders Slide 20 Aims 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 Session 2

21. A Conference for Principals and Senior Leaders Slide 21 Fundamental Principles 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) Session 2

22. A Conference for Principals and Senior Leaders Slide 22 Review Cycle Year 1 Review Cycle Year 1 (PRSD Scheme 2.2 & 4.1) Reference PRSD Handbook Section 3.3 Initial Review Meeting Monitoring and evidence gathering Review discussion and review statement Review statement Annex Session 2

23. A Conference for Principals and Senior Leaders Slide 23 The Initial Review Meeting The Initial Review Meeting (PRSD Scheme 4.2 to 4.4) setting 3 objectives criteria SMART centrality of school development plan recording the objectives

24. A Conference for Principals and Senior Leaders Slide 24 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

25. A Conference for Principals and Senior Leaders Slide 25 Code of Practice 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 Session 2 Reference PRSD Handbook Appendix III

26. A Conference for Principals and Senior Leaders Slide 26 Workshop 3 Establishing Objectives for a Performance Review Time - 20 minutes Reference Conference Workbook Page 16 Session 2 Timer

27. A Conference for Principals and Senior Leaders Slide 27 Setting Objectives – Some Suggestions 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 Session 2

28. A Conference for Principals and Senior Leaders Slide 28 Annual Review Cycle Annual Review Cycle (PRSD Scheme 2.2 & 4.1) Reference PRSD Handbook Flow Chart Appendix Initial Review Meeting Monitoring and evidence gathering Review discussion and review statement Review statement Annex Session 2

29. A Conference for Principals and Senior Leaders Slide 29 Collecting the Evidence Collecting the Evidence (PRSD Scheme 4.6 & 4.7) 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 Session 2

30. A Conference for Principals and Senior Leaders Slide 30 Classroom/Task Observation Classroom/Task Observation (PRSD Scheme 4.7) 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 Session 2

31. A Conference for Principals and Senior Leaders Slide 31 Classroom Observation - Activity 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 Session 2

32. A Conference for Principals and Senior Leaders Slide 32 Annual Review Cycle Annual Review Cycle (PRSD Scheme 2.2 & 4.1) Reference PRSD Handbook Section 3.3 Initial Review Meeting Monitoring and evidence gathering Review discussion and review statement Review statement Annex Session 2

33. A Conference for Principals and Senior Leaders Slide 33 The Review Discussion The Review Discussion (PRSD Scheme 4.8) & (PRSD Guidance 3.12) 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 Session 2

34. A Conference for Principals and Senior Leaders Slide 34 Preparing for and conducting the review discussion 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 Session 2

35. A Conference for Principals and Senior Leaders Slide 35 The Review Statement The Review Statement (PRSD Scheme 4.9 to 5.8) 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 Session 2

36. A Conference for Principals and Senior Leaders Slide 36 Review Cycle Thereafter Monitoring and evidence gathering Review discussion, review statement and setting objectives for next cycle Review statement Annex

37. A Conference for Principals and Senior Leaders Slide 37 Workshop 4 completing the review statement Time – 20 minutes Session 2 Reference Conference Workbook Page 21 Timer

38. A Conference for Principals and Senior Leaders Slide 38 Some Key Points for School Leaders 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 Session 2

39. A Conference for Principals and Senior Leaders Slide 39 45 minutes Timer

40. A Conference for Principals and Senior Leaders Slide 40 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

41. A Conference for Principals and Senior Leaders Slide 41 Roles and Responsibilities 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) Session 3

42. A Conference for Principals and Senior Leaders Slide 42 Principal - Roles and Responsibilities 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 Session 3

43. A Conference for Principals and Senior Leaders Slide 43 Principal - Roles and Responsibilities 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 Session 3

44. A Conference for Principals and Senior Leaders Slide 44 School Policy 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 Session 3

45. A Conference for Principals and Senior Leaders Slide 45 School Development Plan 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) Session 3

46. A Conference for Principals and Senior Leaders Slide 46 Assigning Reviewers 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) Session 3

47. A Conference for Principals and Senior Leaders Slide 47 Code of Practice collection of information other than observation (PRSD Scheme 4.6) Session 3 Reference PRSD Handbook Appendix III

48. A Conference for Principals and Senior Leaders Slide 48 Equal Opportunities 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) Session 3

49. A Conference for Principals and Senior Leaders Slide 49 Links to other school plans/policies/procedures Development plan Staff development plan Salary Policy Grievance Policy Equal Opportunity policy

50. A Conference for Principals and Senior Leaders Slide 50 Quality assurance and external monitoring Board Of Governors and principal required to comply with any QA and external monitoring procedures (PRSD Scheme 9.1) Session 3

51. A Conference for Principals and Senior Leaders Slide 51 PRSD Scheme School PRSD Policy and procedures initiatingimplementing sustaining High Performance Culture

52. A Conference for Principals and Senior Leaders Slide 52 Workshop 5 (task 1) School’s level of readiness Time - 20 minutes Session 3 Reference Conference Workbook Page 29 Timer

53. A Conference for Principals and Senior Leaders Slide 53 Workshop 5 (tasks 2 & 3) What happens next, Checklist to guide action Time 25 minutes Reference Conference Workbook Page 32 Timer

54. A Conference for Principals and Senior Leaders Slide 54 Session 4 Conclusion

55. A Conference for Principals and Senior Leaders Slide 55 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 Session 3

56. A Conference for Principals and Senior Leaders Slide 56 ResourcesResources 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)

57. A Conference for Principals and Senior Leaders Slide 57 PreparationsPreparations 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 Session 3

58. A Conference for Principals and Senior Leaders Slide 58 A Review of Expected Outcomes 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 Conclusion

59. A Conference for Principals and Senior Leaders Slide 59 Before You Go… travel claim forms evaluation forms sub-cover claims sources of further support - www.rtuni.org Conclusion

60. A Conference for Principals and Senior Leaders Slide 60 Thank-you Conclusion