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THE HPC PORTFOLIO   Anne Serman Laboratory Manager Tayside Haematology Laboratories [email_address]
Understanding the portfolio Organising training to meet the Standards
What is the portfolio about ? Prepares the trainee to work safely in any laboratory - first job, first day could be called an extended induction Focus on learning about  the laboratory culture and profession aspects of governance interpersonal skills diagnostics working for the patient basic laboratory investigation
The Laboratory Culture and Profession The laboratory infrastructure Lines of accountability, management, extra ordinary roles HPC code of practice Role of the BMS Workload management Service Users
Governance   Aspects of health & safety  policy hazards/risk  legislation COSHH Aspects of quality management  quality control audit  incident investigation risk management SOPs accreditation
Interpersonal Skills Knowing personal limits Communication Team working Equal opportunities
Diagnostics working for the patient what the other lab disciplines do case histories pre-analytical variables the sample journey exposure to multi-disciplinary team meetings their role in the jigsaw from the patients perspective
Basic Laboratory Investigation competency training use and maintenance of automation & equip basic test principles validation of results evaluation of new tests, equipment, reagents how all the support mechanisms work to produce a reliable result
END RESULT!! REGISTERED GENERAL PRACTITIONER Good understanding of how to work safely in the laboratory Capable of working in any laboratory
Organising Training to meet the Standards The Tayside Experience
The Portfolio We found it : a complex document a general approach - far less emphasis on scientific training in the ology very different orientation of training mixed aspects of training in some standards a lot of evidence required
We Thought It Needed to be Reorganised We prefer to teach a single topic rather than by the requirements of each standard Training can be networked to draw in experts in the field Topics can be taught in a seminar and extended to  ALL trainees  cross discipline
Organising the Competencies 6 categories  Health & Safety  Quality  Information Technology  Specimen Reception  Management and Professional  Laboratory Investigation
Networking of Training Cross discipline support by  Safety officers IT managers Training officers Quality managers Specimen reception managers  Lab managers Lab staff
Benefits Maximise efficiency of training by: asking the experts to teach their subject teaching a large portion of the portfolio to the trainees as a group i.e. single sessions sharing the burden
Generic Training  Quality, H&S, IT, management &professional are common topics delivered cross discipline Multidisciplinary expert groups : collaborate to produce lesson plans  +/-practical sessions  fulfil the HPC competencies include discussion of related  evidences
Discipline Specific Training Practical hands-on training Specimen Reception and Laboratory Investigation are more pertinent to each discipline and are taught in-house
Assessment of Evidence TBMS hands evidence to the relevant expert within discipline for sign off  i.e. Data Protection Act to IT manager  Training officer signs off each standard when it is complete each ensures that the work is  appropriate  and  original
Bonuses during the process Staff willingness to collaborate in a multidisciplinary delivery of training Input from TBMSs  +ve and -ve feedback  9 months to complete - best estimate  portfolio training is a good basis for CPD record - a natural continuation cycle some modules for support grades
Some of the Challenges Persuading lab staff to shift focus in training from specialty to generic training explaining the portfolio ( again and again) defining, organising, cross referencing evidence maintaining momentum
It Gets Easier!
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HPC

  • 1. THE HPC PORTFOLIO Anne Serman Laboratory Manager Tayside Haematology Laboratories [email_address]
  • 2. Understanding the portfolio Organising training to meet the Standards
  • 3. What is the portfolio about ? Prepares the trainee to work safely in any laboratory - first job, first day could be called an extended induction Focus on learning about the laboratory culture and profession aspects of governance interpersonal skills diagnostics working for the patient basic laboratory investigation
  • 4. The Laboratory Culture and Profession The laboratory infrastructure Lines of accountability, management, extra ordinary roles HPC code of practice Role of the BMS Workload management Service Users
  • 5. Governance Aspects of health & safety policy hazards/risk legislation COSHH Aspects of quality management quality control audit incident investigation risk management SOPs accreditation
  • 6. Interpersonal Skills Knowing personal limits Communication Team working Equal opportunities
  • 7. Diagnostics working for the patient what the other lab disciplines do case histories pre-analytical variables the sample journey exposure to multi-disciplinary team meetings their role in the jigsaw from the patients perspective
  • 8. Basic Laboratory Investigation competency training use and maintenance of automation & equip basic test principles validation of results evaluation of new tests, equipment, reagents how all the support mechanisms work to produce a reliable result
  • 9. END RESULT!! REGISTERED GENERAL PRACTITIONER Good understanding of how to work safely in the laboratory Capable of working in any laboratory
  • 10. Organising Training to meet the Standards The Tayside Experience
  • 11. The Portfolio We found it : a complex document a general approach - far less emphasis on scientific training in the ology very different orientation of training mixed aspects of training in some standards a lot of evidence required
  • 12. We Thought It Needed to be Reorganised We prefer to teach a single topic rather than by the requirements of each standard Training can be networked to draw in experts in the field Topics can be taught in a seminar and extended to ALL trainees cross discipline
  • 13. Organising the Competencies 6 categories Health & Safety Quality Information Technology Specimen Reception Management and Professional Laboratory Investigation
  • 14. Networking of Training Cross discipline support by Safety officers IT managers Training officers Quality managers Specimen reception managers Lab managers Lab staff
  • 15. Benefits Maximise efficiency of training by: asking the experts to teach their subject teaching a large portion of the portfolio to the trainees as a group i.e. single sessions sharing the burden
  • 16. Generic Training Quality, H&S, IT, management &professional are common topics delivered cross discipline Multidisciplinary expert groups : collaborate to produce lesson plans +/-practical sessions fulfil the HPC competencies include discussion of related evidences
  • 17. Discipline Specific Training Practical hands-on training Specimen Reception and Laboratory Investigation are more pertinent to each discipline and are taught in-house
  • 18. Assessment of Evidence TBMS hands evidence to the relevant expert within discipline for sign off i.e. Data Protection Act to IT manager Training officer signs off each standard when it is complete each ensures that the work is appropriate and original
  • 19. Bonuses during the process Staff willingness to collaborate in a multidisciplinary delivery of training Input from TBMSs +ve and -ve feedback 9 months to complete - best estimate portfolio training is a good basis for CPD record - a natural continuation cycle some modules for support grades
  • 20. Some of the Challenges Persuading lab staff to shift focus in training from specialty to generic training explaining the portfolio ( again and again) defining, organising, cross referencing evidence maintaining momentum