Self-Assessment Checklist for Portfolio and Assessment

Introduces topic/problem and area of practice?

You should complete the following self-assessment checklist to ensure that you have meet the criteria of the portfolio and assessment. If there is any area that you have not included in your portfolio use this as an opportunity to revise and include this. This will also help identify areas that you may require further support or were you need to further develop your work.

Have I included this in my portfolio?

Introduces topic / problem and area of practice?
Overview of quality improvement idea?    

Linked and supported by evidence and policy?

Introduces portfolio and guides reader to what is to follow?

Have you completed each part to demonstrate how you searched for evidence?

Could someone else replicate the search based on this information?

Critical analysis of the background and drivers for the quality improvement proposal

Critically analysed the topic and QI proposal incorporating primary research, national and international policy documents, guidelines and literature?

Provided sound rationale for the QI proposal?

Supported with use range of evidence?

The Proposal and summary of key evidence

Identified the topic / problem being proposed for quality improvement and the desired outcome?

Explain the quality improvement proposal using the structured framework based on PDSA?

Clear plan to carry out the project (who what where, when)?

Clear plan for measuring the effects of the change (before and after implementation)?

Summary of key evidence to support your QI (based on part 4 literature)?

A critical analysis of leadership and change management

Critically analysed leadership and change management theories?

Discussed potential barriers and enablers?

Applied this to how you would plan implementation of the quality improvement proposal?

Supported with use range of evidence?

Feedback, SNOB and action plan Completed feedback summaries and SNOB?

Reflection on individual learning Reflected on key learning from completing portfolio and developing quality improvement proposal? Considered feedback from tutor, peer and practice?

References Included a range of academic sources of evidence and policy documents?

Have you used APA6th accurately in your text citations and reference list?

Structure and presentation

Well-structured sentences and paragraphs with a logical flow?

Have you followed portfolio guidance/structure?

Carefully proof read portfolio AND/OR someone else proof read portfolio?

NOTES (delete on your final document for submission)

·Critically analyse the topic and QI proposal incorporating primary research, national and international policy documents, guidelines and literature.  Most importantly, include primary research evidence which provides evidence that there is a problem which might benefit from a quality improvement proposal.

Overview of quality improvement idea?

·Provide a sound rationale for the QI proposal based on the evidence.  Justify your QI plan here.  Start with the clinical context and the bare bones of what you want to do and why.

·Relate this briefly to your experience or observations in practice.

·Support your discussion with a range of evidence.  Tell us about any policy documents that are relevant to your proposal: e.g. local NHS policies, best practice guidelines, NICE, etc, etc. Be sure to reference them appropriately. We don’t expect you to know these documents in minute detail, but we’d like to know that you’ve read them in enough detail that you can tell us why they’re relevant. Have the most recent “best practice” guidelines been supported or contradicted by research, for example?

 ·Acknowledge and discuss any different points of view in the evidence you have gathered, debate pros and cons and argue your point of view based on the evidence.
·Don’t worry too much if you’ve briefly said some of this already in your introduction.

·We’d expect this section to be written in the 3rd person, and referenced throughout.

What is the topic or the problem?

What is your overall desired outcome: improved patient experience, continuity of care, etc?

What is you are planning to do or change (who, what, where and when)? Be specific and keep it simple

What is your plan for measuring the effect of the change?  

How will you know a change has happened? Remember that you’ll need a baseline measurement as well as measuring after the proposal is implemented. This might be an audit, a before-and-after quiz or feedback form, etc. Try to keep it simple.

Briefly summarise the key evidence to support your QI proposal.

Use your research from part 4, choose evidence that is compelling and convincing and reference it.  Think about what is really important. Consider what will convince people in practice that this QI proposal is worthwhile. You can use bullet points.

PART 6: A critical analysis of leadership and change management approaches applied to the planned implementation of the quality improvement proposal, considering barriers and enablers

NOTES (delete on your final document for submission)

In this section you should critically analyse the role of leadership and change management in the development of this proposal.

·You should consider the leadership and change management approaches that are applicable to this small QI project.  

·Tell us about 2-3 leadership styles and 2-3 change management approaches, look at the Moodle materials on Leadership and Change management for guidance.  Explain using evidence:

 ·What are they?

·What are the pros and cons for each?

·Why they might or might not be appropriate or effective in your proposal?

·Tell us why you’ve chosen the approaches you have, in preference to these others.  

·Explain how you might apply these (theoretically) in your project.

·Consider the enablers and barriers you might encounter when implementing this QI proposal in practice.

·How would you leadership and change management approach help you manage enablers and barriers?

·We’d expect this to be written in the third person, and referenced throughout, though when you are discussing the application to practice you might prefer to use the first person for a short section.

Notes – delete for submission: You should record the feedback you have received at formative opportunities you have had the opportunity to engage in. Thereafter complete the SNOB Analysis (Strengths, Needs, Opportunities and Barriers) as introduced in the tutorials.  Use the information in your SNOB analysis to consider a personal action plan to support you moving forward to the summative assessment.  If you did not do the formative work for any reason, just write “not applicable”, you do not have to explain personal details in here.

Ask staff in placement for feedback or comments on your theoretical QI proposal, do they think this will be a useful QI?  Can they think of any enablers or barriers to implementing it?  Summarise the feedback and consider the comments provided.

What was the nature of the activity and/or practice-related feedback and/or event or experience in your practice?

What did you learn from the activity and/or feedback and/or event or experience in your practice?

How did you and/or will you change or improve your practice as a result?

How is this relevant to the Code?