Developing a portfolio of evidence

Developing a portfolio of evidence is both a personal and a professional activity. It is a personal activity, because it is based upon your own knowledge base and activities. It is a professional activity because your portfolio will enable you, your mentor and your line manager to review your overall competence as part of your foundation and second gateway reviews. Brown (1992)* defines the term personal portfolio as follows: 'a private collection of evidence which demonstrates the continuing acquisition of skills, knowledge, attitudes, understanding and achievement. It is both retrospective and prospective, as well as reflecting the current stage of the of development of the individual'. From your portfolio, a picture of your individual contribution to your particular field will emerge. This will help those who are assuring your competence to form an accurate view of the range and quality of professional practice you have undertaken since appointment and how you are meeting the goals set out in your personal development plan. You are encouraged to submit your evidence in the form of case studies that support one or more competences. Together, these case studies will encompass either a subset of competences (for presentation at foundation gateway review) or the full set of competences (for presentation at second gateway review). An example case study and completed summary of evidence can be found in the sample case study and evidence summary sheet. The evidence to support the case study is made up of a series of documents. These may include: reflective narratives which are based on your professional activities and which relate them to competences set out in the case management framework ; accounts of successful practice written by you and validated in writing by another professional (see also verifying practice and the verification letter ); reports of your practice written by suitably qualified practitioners (see also verifying practice and the sample verification letter); and summaries of training courses with supporting certification (as appropriate). A number of sample domains and competences from the case management framework are laid out below. This is not intended to be an exhaustive list. Rather, it provides a rounded set of sample experiences and activities against which competence can be measured and indicates some of the training and development you may wish to undertake in order to meet the requirements of each domain. You should provide evidence in writing, verified by someone who is in a position to comment on your competence. Verifications should be dated. * Brown, R A (1992) Portfolio development and profiling for nurses, Quay Publishing Ltd, Lancaster.

01 Developing a portfolio of evidence Fitness to practice: an assurance framework for community matrons and case managers

Domain and competence

Level

Evidence (yes or no)

Verification (yes or no)

Date

Domain A: Advanced clinical practice (community matrons) Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competences? Has the evidence been verified? CM.A1 Obtain information to inform the assessment of an individual CM.A2 Establish an individuals functional capabilities in the context of long term conditions clinical management CM.A3 Investigate and diagnose an unwell individual as part of long term conditions clinical management CM.A4 Plan, implement, monitor and review therapeutic interventions with individuals who have a long term condition and their carers CM.A5 Assess individual needs and preferences CM.A6 Enable individuals with long term conditions to manage their medicines CM.A7 Prescribe medication for individuals with a long term condition PSL10 Verify a death which had been expected Have they undertaken training and development to meet the requirements of this domain? This could include: Independent prescribing Management of long term conditions Domain B: Leading complex care co-ordination Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competences? Has the evidence been verified? CM.B1 Plan, implement, monitor and review individualised care plans with individuals who have a long term condition and their carers CM.B2 Co-ordinate and review the delivery of care plans to meet the needs of individuals with long term conditions CM.B3 Develop risk management plans to support individuals independence and daily living within their home CM.B4 Use and develop methods and systems to communicate, record and report CM.B5 Present individuals needs and preferences CM.B6 Procure services for individuals CM.B7 Manage the use of physical resources CM.B8 Support the protection of individuals, key people and others Have they undertaken training and development to meet the requirements of this domain? This could include: Risk management Understanding new recording systems Review of local services

02 Developing a portfolio of evidence Fitness to practice: an assurance framework for community matrons and case managers

Domain and competence

Level

Evidence (yes or no)

Verification (yes or no)

Date

Domain C: Proactively managing long term conditions Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competences? Has the evidence been verified? CM.C1 Develop practices that promote choice, well-being and protection of all individuals CM.C2 Assess the healthcare needs of individuals with long term conditions and agree care plans CM.C3 Enable individuals with long term conditions to make informed choices concerning their health and well-being CM.C4 Support individuals to live at home CM.C5 Build a partnership between the team, patient and carers CM.C6 Promote, monitor and maintain health, safety and security in the working environment Have they undertaken training and development to meet the requirements of this domain? This could include: Health and safety Team working Violence in the workplace Domain D: Managing cognitive impairment and mental wellbeing Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competences? Has the evidence been verified? CM.D1 Identify mental health needs and related issues CM.D2 Refer individuals to mental health and/or other services CM.D3 Contribute to the assessment of needs and the planning, evaluation and review of individualised programmes of care for individuals CM.D4 Implement specific parts of individualised programmes of care CM.D5 Enable patients to access psychological support CM.D6 Empower families carers and others to support individuals with long term conditions CM.D7 Empower individuals with long term conditions to represent their views and organise their own support, assistance or action CM.D8 Promote the social inclusion of individuals with long term conditions by enabling them to participate in social, economic and cultural activities and networks CM.D9 Challenge injustice and inequalities in access to mainstream provision for individuals with long term conditions

03 Developing a portfolio of evidence Fitness to practice: an assurance framework for community matrons and case managers

Domain and competence

Level

Evidence (yes or no)

Verification (yes or no)

Date

Have they undertaken training and development to meet the requirements of this domain? This could include: Mental health and distress Team working Review of local services Domain E: Supporting self care, self management and enabling independent living Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competences? Has the evidence been verified? CM.E1 Help individuals with long term conditions to change their behaviour to reduce the risk of complications and improve their quality of life CM.E2 Assist individuals to evaluate and contact support networks CM.E3 Enable individuals to use assistive devices and assistive technology CM.E4 Provide information and advice to support individuals in undertaking desired occupational and non-occupational activities CM.E5 Enable people with long term conditions to cope with changes to their health and well-being L11 L12 L13 Instruct learners Enable individual learning through self management Enable group learning

Have they undertaken training and development to meet the requirements of this domain? This could include: Health promotion Self care Assistive devices The Expert Patient Programme Review of local services Domain F: Professional practice and leadership Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competencies? Has the evidence been verified? CM.F1 Provide clinical leadership and take responsibility for the continuing professional development of self and others CM.F2 Promote the values and principles underpinning best practice CM.F3 Act within the limits of your competence and authority CM.F4 Provide leadership to facilitate the development of organisational policy and practice CM.F5 Develop, sustain and evaluate collaborative work with others

04 Developing a portfolio of evidence Fitness to practice: an assurance framework for community matrons and case managers

Domain and competence

Level

Evidence (yes or no)

Verification (yes or no)

Date

Have they undertaken training and development to meet the requirements of this domain? This could include: Leadership development Team working Local policies and practice Domain G: Identifying highly complex patients, promoting health and preventing ill health Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competencies? CM.G1 Work collaboratively with public health practitioners to analyse and interpret data and information about health and well-being and/or stressors to health and well-being in a defined caseload CM.G2 Communicate information about health and well-being and/ or stressors to health and well-being in a defined caseload CM.G3 Communicate information about health and well-being and/ or stressors to health and well-being for a defined caseload CM.G4 Communicate with individuals, groups and communities about promoting their health and well-being in a defined caseload CM.G5 Work in partnership with others to promote health and wellbeing and reduce risks within settings in a defined caseload CM.G6 Work in partnership with communities to improve their health and well-being in a defined caseload Have they undertaken training and development to meet the requirements of this domain? This could include: Research methods Public health Health promotion Team working Domain H: Managing care at the end of life Has the practitioner presented evidence to demonstrate that they are proficient to meet each of the following competencies? Has the evidence been verified? CM.H1 Ensure individuals and groups are supported appropriately when experiencing significant life events and transitions CM.H2 Support individuals through bereavement CM.H3 Support individuals through the process of dying Have they undertaken training and development to meet the requirements of this domain? This could include: Death and dying Palliative care Transcultural nursing Team working

05 Developing a portfolio of evidence Fitness to practice: an assurance framework for community matrons and case managers

Domain and competence

Level

Evidence (yes or no)

Verification (yes or no)

Date

Domain I: Interagency and partnership working Has the practitioner presented evidence to demonstrate they are proficient to meet each of the following competences? Has the evidence been verified? CM.I1 Manage a patient caseload which achieves the best possible outcomes for the individual CM.I2 Work with teams and agencies to review progress and performance and to identify next steps CM.I3 Plan and implement transfer of care and discharge with individuals who have a long term condition and their carers CM.I4 Provide leadership to develop joint working agreements and practices and review their effectiveness Have they undertaken training and development to meet the requirements of this domain? This could include: Team working Review of local services Organisational development and change Local policies and practice

06 Developing a portfolio of evidence Fitness to practice: an assurance framework for community matrons and case managers