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PEAT2 and CPD
 

PEAT2 and CPD

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Slides from the presentation given by Liz Campbell and Collette Patterson (The Law Society of Scotland) at the 2010 conference: Moving forward: Legal education in Scotland.

Slides from the presentation given by Liz Campbell and Collette Patterson (The Law Society of Scotland) at the 2010 conference: Moving forward: Legal education in Scotland.

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    PEAT2 and CPD PEAT2 and CPD Presentation Transcript

    • PEAT 2 and CPD All change in 2011…..
      • Liz Campbell Collette Paterson
      • Director (Education and Training) Deputy Director (Education and Training)
    • TODAY:
      • Professional Education And Training Stage 2 (PEAT 2):
      • Key principles of PEAT (and PEAT 2)
      • PEAT 2 in practice
      • Preparing the profession for PEAT 2
      • TCPD and CPD:
      • TCPD – supporting PEAT 2
      • PCC/TCPD transition and support
      • TCPD licences
      • Qualifying activities for TCPD and CPD
    • KEY PRINCIPLES OF PEAT (AND PEAT 2)
      • The PEAT Outcomes are at the root of PEAT 2:
      • ‘ ensuring competence, promoting excellence ’ – the PEAT 2 Outcomes aim to assure a minimum standard relating to the qualifying solicitor’s professional approach to the delivery of legal services, in a diverse legal profession.
      • PEAT Outcomes cannot and are not intended to be assessed individually. Through both informal and formal reviews, development needs can be identified both proactively and reactively.
      • PEAT 2 Outcomes should be considered in the context of the traineeship taking place. Outcomes are not weighted but the context of the traineeship and relevant knowledge is critical .
    • KEY PRINCIPLES OF PEAT (AND PEAT 2)
      • The entry and exit standards complement the PEAT 2 Outcomes:
      • Trainers can rely on the standard of the ‘ day 1 trainee ’, in other words the standard of the Diploma graduate, when devising and running PEAT 2 training programmes.
      • Trainers know that successful completion of the PEAT 2 Outcomes means the standard of the ‘ qualifying solicitor ’ has been achieved.
      • PEAT 2 Outcomes reflect the qualifying stage and no earlier stage of achievement. Using the PEAT 2 Outcomes, development needs can be identified both proactively and reactively, increasingly as the traineeship reaches the final stages.
    • PEAT 2 IN PRACTICE
      • PEAT 2 Outcomes
      • Entry and exit standards complement the Outcomes
      • ARE SUPPORTED BY:
      • the PEAT 2 Record.
      • PEAT Quarterly Performance Reviews (PQPRs).
      • Trainee Continuing Professional Development (TCPD)
      • various licences – Licence A (PQPR) and Licence B (TCPD Internal) for training organisations, as well as Licence C (TCPD External) for other providers of TCPD.
      • a suite of guidance - for trainers, for providers, for those in training.
    • PEAT 2 IN PRACTICE: PEAT 2 RECORD
      • PEAT 2 record:
      • is an online tool, through which each trainee will complete a progress diary, plan for and record PQPRs, and log TCPD
      • the diary replaces existing logbooks, as the focus is no longer on practice areas but rather ‘professionalism’.
      • supports the focus on ‘professionalism’ and the PEAT 2 Outcomes - trainees are encouraged to record achievements in the context of the PEAT 2 Outcomes, and their increasing legal knowledge and practical application of law.
      • encourages trainers to informally appraise trainees as trainers will have access to the PEAT 2 record
    •  
      • MEMBER LOGIN
      • PEAT 2 RECORD
      • PQPRS
      • TCPD
      • PEAT 2 RECORD
      • (easy recording)
      • PROFESSIONALISM
      • PROFESSIONAL
      • COMMUNICATION
      • PROFESSIONAL ETHICS AND
      • STANDARDS
      • BUSINESS, PRACTICE,
      • FINANCIAL AND
      • COMMERCIAL AWARENESS
      • LEGAL KNOWLEDGE
    • PEAT 2 IN PRACTICE: PQPRs
        • remove the former numerical grading system (1-9), and also references to ‘competent’, ‘not competent’ and ‘no opportunity to demonstrate’.
        • are based on the PEAT 2 Outcomes, encouraging proactive and reactive approach to development.
        • focus on identifying and measuring trainees’ development needs, and an action plan to meet those needs (through in-office work, or through TCPD)
        • in association with guidance the Society will issue , support trainers or trainees who have concerns about the standard of the ‘qualifying solicitor’ being met by the trainee – EARLY.
        • are intended to be simple and consistently applied (in organisations, and across the profession)
    •  
    • PEAT 2 IN PRACTICE: LICENCES
        • Forms of licence are:
        • Licence A - PEAT Quarterly Performance Reviews (PQPRS)
        • Licence B – Licensed Trainee CPD (TCPD) Provider (Internal)
        • Licence C - Licensed Trainee CPD (TCPD) Provider (External)
    • PREPARING THE PROFESSION FOR PEAT 2
        • The Society is piloting various elements of PEAT 2:
      • Allan MacDougall Pagan Osborn Turcan Connell
      • Brodies GLSS
      • Standard Life
      • McGrigors R&R Urquhart
      • COPFS Rollos
      • Dundas & Wilson Sheridans
        • DRAFT suite of guidance will be issued to the wider profession for comment.
        • E&T roadshows on the detail will take place in late Jan/early Feb 2011.
        • The E&T department will be dedicated to support during the roll-out of PEAT 2
    • TCPD – SUPPORTING PEAT 2
      • SUPPORTING ACHIEVEMENT OF THE PEAT 2 OUTCOMES
      • it is widely recognised that regular formal education and training is necessary to supplement and enhance ‘on the job’ learning
      • TCPD is structured learning undertaken over and above the normal commitments of trainee solicitors to assist the achievement of the PEAT 2 Outcomes and ‘ The Standard of the Qualifying Solicitor’
      • No two trainees will have the same TCPD ‘journey’
      • TCPD leads into CPD and lifelong learning
    • TCPD – SUPPORTING PEAT 2
      • WHAT DOES TCPD COMPRISE?
      • A minimum of 60 hours over the two years of training
      • A minimum of 40 hours (of the 60) from a licensed provider
      • A mandatory Ethics component (at least 4 hours) taken between months 9 and 15
      • A minimum of 30 hours of TCPD normally undertaken by month 15 of training
    • TCPD – SUPPORTING PEAT 2
      • PLANNING AND CAPTURE OF TCPD
      • Key responsibility of a PEAT 2 Training Organisation to assist trainees in identifying TCPD which supports achievement of PEAT 2 Outcomes and to provide opportunities to undertake TCPD
      • Trainees will use their PEAT 2 Record to record TCPD undertaken
      • Pre-planning of TCPD will be permitted, but there must be flexibility to allow responsiveness to individual trainees’ development needs as identified in reviews
    • PCC/TCPD – TRANSITION AND SUPPORT
      • TRANSITIONAL MEASURES
      • Transition necessary due to varied start dates for traineeships and for undertaking PCC
      • Between September 2011 and August 2013, PCC may be ‘deemed’ to be TCPD
      • But LSS has an interest in providers making a swift transition to offering different models of TCPD
      • Existing PCC providers “grandfathered” into licensed TCPD provision during the transitional phase
    • PCC/TCPD – TRANSITION AND SUPPORT
      • SUPPORTING TRANSITION
      • Some providers already exploring how transition from PCC to TCPD may be effected
      • LSS developing a set of principles to be applied to allow providers to reposition PCC offerings
      • Communications issued to existing PCC providers offering a meeting to discuss transition
    • TCPD LICENCES
      • TYPES OF LICENCE
      • LICENCE B – TCPD PROVIDER (INTERNAL) (offered by PEAT 2 training organisations to own trainees only)
      • LICENCE C – TCPD PROVIDER (EXTERNAL) (offered by organisations to all trainees)
      • Open to organisations to apply for these licences with or without the Mandatory Ethics component
      • Ethics component will be the only formally accredited TCPD course
      • Fee of £250 to be licensed for one year
    • TCPD LICENCES
      • THE FOUR STANDARDS OF TCPD
      • All licensed TCPD must meet four essential criteria:
      • Support achievement of the PEAT 2 Outcomes
      • Specify learning outcomes or objectives for the course
      • Be pitched at a level appropriate to trainees
      • Be able to be evidenced by trainer, trainee and employer
    • TCPD LICENCES
      • NEXT STEPS FOR PROVIDERS
      • E&T Committee signed off on policy documents 14 December
      • Documents will be issued in draft to providers and profession in next few days, but will be subject to Equality Impact Assessment by the Society
      • Comment welcome
    • QUALIFYING ACTIVITIES FOR TCPD
      • BRIEFINGS SEMINARS
      • LECTURES CONFERENCES
      • COURSES ROLE PLAY CASE STUDIES
      • SIMULATED TRANSACTIONS
      • WORKSHOPS ONLINE/DISTANCE
      • LEARNING
    • CPD
      • Any training or learning activity designed to improve an individual’s professional knowledge, understanding and skills
      • Supports the identification of individual development needs and improves professional practice
      • Helps to ensure competence over the course of a career
    • CPD CHANGES
      • Come into effect on 1 November 2011
      • Minimum of 20 hours relevant CPD per year
      • Carrying forward and carrying back no longer permitted
      • Requirement to plan, record and justify CPD activity
      • Minimum of 15 hours must be verifiable
    • CPD CHANGES
      • Minimum of 15 hours must be verifiable:
          • Have educational aims and objectives relevant to individual’s development
          • Have clearly anticipated outcomes (eg what do you expect to learn from attending course)
          • Have quality controls (eg the opportunity to give feedback or ask questions)
          • Be verifiable – able to be evidenced
    • QUALIFYING ACTIVITIES FOR CPD
      • ATTENDING EXTERNAL COURSES, LECTURES, SEMINARS, CONFERENCES
      • INTERNAL BRIEFINGS, SEMINARS, LECTURES, COURSES, UPDATES
      • WRITING OR GIVING A PRESENTATION
      • LECTURING OR TUTORING AT AN ACADEMIC INSTITUTION
      • DELIVERING TRAINING
      • ONE-TO-ONE COACHING SESSIONS AND/OR MENTORING
      • E-LEARNING
      • DISTANCE LEARNING
      • STUDYING FOR AN ACADEMIC, LEGAL OR PROFESSIONAL QUALIFICATION
    • CONCLUSION
      • Documents issued before Christmas
      • Comments welcome
      • Meetings with training organisations and PCC/CPD providers offered
      • On the cusp of an exciting development!
    • QUESTIONS