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Cpdtoolkit PDF
Cpdtoolkit PDF
Development
A step-by-step guide
MUSEUMS
ASSOCIATION
Contents
Introduction 4
Planning: Writing your CPD plan 6
Action: Writing your CPD log 12
Reflection: Writing your CPD summary 14
Museums Association CPD schemes 18
Useful resources 19
Continuing Professional
Development
A step-by-step guide
3
Introduction
4
What are the benefits?
To the individual, CPD: Why enrol in a professional scheme?
• improves your personal and professional abilities If you enrole in a scheme such as the AMA, you will receive
• increases your ability to spot opportunities and cope with formal acknowledgement for the CPD you are doing and
change and challenges benefit from the support of a mentor. You will also have
• helps you plan your development to fit the way you learn access to further advice, formal feedback on your
best paperwork and additional support through workshops,
• helps you make the best use of resources reviewers and assessors.
• encourages you to proactively plan a career path
The MA administers several CPD schemes depending on
• gives you professional recognition
what stage you are at in your career. The schemes are
• helps you develop networks and professional contacts
centred on the CPD tools detailed in this guide. For more
• helps you to keep up to date with developments within
information see Museums Association CPD schemes
the profession
on p18.
• shows your commitment to continuing improvement
• enhances your current position and improves job
satisfaction.
To the employing organisation, CPD:
• develops staff in a cost-effective way
• improves the personal and professional competence of CPD has three essential elements – planning, action
staff to achieve organisational objectives and cope with and reflection. These apply if CPD is carried out
challenges and changes through a professional scheme, such as the
• improves internal and external networks and Associateship of the Museums Association (AMA) or
communication Fellowship of the Museums Association (FMA), or is
• encourages a dynamic approach to learning and self-driven.
development
There are tools to help you fulfil these three elements; a
• improves motivation, job satisfaction and retention of staff
CPD plan, a log and a summary. This section explains
• enables succession planning through development of
how to use these tools and how to get started with
staff to fill future roles
CPD.
• demonstrates organisational commitment to standards
of excellence, and lifelong learning. Before reading through the following sections it
would be helpful to print off a blank CPD plan,
To the museum profession, CPD:
log and summary to refer to. These can be
• enables people from different museums to continually
downloaded from the MA website at
share and update skills and knowledge in a focused way
www.museumsassociation/cpd
• helps maintain and raise standards of excellence within
the profession
• helps maintain high levels of competence and capacity
to respond positively to change.
5
Planning: Writing
your CPD plan
Step 1 Step 2
Self-assessment: Where are you currently? Write a SWOT analysis
List what you currently do under a few broad headings. List your current abilities and situation under the following
You could begin by looking at your job description. headings:
Consider whether it corresponds to your actual
Strengths – what are the things that I do well?
responsibilities, duties and activities. You need to know
Weaknesses – where do I need to improve?
and understand what you do before you can plan your
Opportunities – what new opportunities are there for me?
development.
Threats – what challenges are there for me?
Think about the skills and knowledge that you have to
The SWOT framework helps you identify your strengths,
perform those tasks or activities effectively and write
the areas you would like to develop and where the
them down. At what level are your skills? Think
greatest opportunities lie. It also shows where you are
specifically rather than generally. Do you need to develop
weaker or face a potential threat so that you can take
your skills in these areas, how much of a priority is this?
action to address these areas. You may find it useful to
involve others such as your line manager, colleagues and
critical friends when carrying out this analysis.
Step 3 Step 4
Current roles Future aspirations
From your self assessment, pick out the areas of your Consider your immediate career prospects and think
current work that you would like to concentrate on and beyond them to the limits of your appetite and ability
develop. Think about what you have learned about to make your mark as a professional. What are your
yourself through your SWOT analysis. Write down long-term aspirations? Most CPD plans list two or three
specific areas of your current work that you would like to of these. You will not be held to them, but unless you
develop in the first column of your CPD plan. think about what you truly want to do in the future you
cannot plan for it. Write down two or three future
aspirations in the first column of your CPD plan, beneath
your current roles.
6
Step 5 Step 5
Goals Goals
Your goals are the building blocks to help you achieve your There will also be some organisational goals that overlap
longer-term aspirations. They need to be compatible with with your professional goals. For example, you may
your immediate personal circumstances and identify the need to develop your PowerPoint and
opportunities. presentation skills to help you in your current job, and to
equip you with a skill to take forward in the future. These
To help you establish your goals consider the following
goals should feature on your CPD plan.
questions:
• what areas of your current role would you like to develop Professional or CPD goals: These form the basis of
further? your CPD plan. An example of a distinct CPD goal may be
• to achieve the promotion or change in career that you to gain some experience of fundraising, something that
aspire to, what improvements in work performance will you do not have the opportunity to do in your current role
you have to make? but you recognise as a vital skill that you are lacking.
• what further knowledge and qualifications do you need?
Personal ambitions: Learning a language might be an
• in what areas do you need to develop greater
example of both a personal ambition and a CPD goal – a
self-confidence or upgrade your skills?
skill you have always wanted and something that may help
• what is realistically achievable in the next two years?
you in your future career.
How CPD fits in with your organisational Try to distinguish between all three areas and identify any
goals and personal ambitions overlaps.
It is helpful to recognise where CPD fits in with other
demands on your time. The diagram below shows that Most CPD plans identify goals to be achieved over the
there is some overlap between organisational goals and next 18-24 months. Be sensible about what you can
personal ambitions, but there is also some distinction achieve in that time frame. Write down four or five realistic
between all three areas: goals in the second column of your plan.
Example:
Professional Goal
goals (CPD) To improve my project management skills to be able to
take the lead in small projects.
Personal Organisational
ambitions goals (appraisal)
7
Planning: Writing
your CPD plan
Step 6
Learning and development needs Look systematically at each of your goals. To make them
You have identified your goals. Now break them down manageable you will need to consider what is achievable
into what you need to learn or how you need to develop in considering the resources and time available to you.
order to achieve them. Think of needs in terms of your Revisit your SWOT analysis and identify any related
skills, knowledge and understanding and not in terms of strengths and weaknesses. You may find it useful to think
resources. Your needs are the link between your goals and about the following questions when breaking down your
the specific activities you will identify. You may have the goals into needs:
same or similar goal as someone else but your needs will • what do I do well?
be different as they are defined by what you know or can • what could I do better?
do already, and the method in which you learn best. • what new knowledge and skills might I need?
• what new knowledge and skills might my organisation
need from me?
Identify and write down a set of specific learning and
development needs for each of your goals in the third
column of your CPD plan.
Example:
Goal Needs
To improve my project management skills to be Understand basic project management techniques and tools.
able to take the lead in small projects. Understand how techniques and tools are put into practice.
Utilise new skills on a practical project.
8
Step 7
Specific development activities Formal learning
Once you have identified your goals and defined your • professional or vocational courses
needs your next step is to determine which specific • attending short courses, conferences, seminars and
activities will meet those needs. Consider work-based and workshops
professional activities and formal and informal learning. • lecturing
These could include: • writing or reviewing conference papers
• running or contributing to seminars, workshops or
Work-based conferences.
• secondments (inside and outside the organisation)
• special projects Informal learning
• shadowing others • reading and reviewing journals, books, newspapers
• contributing to planning, such as strategic or forward • using other learning materials eg videos, CD-Roms,
planning audio tapes
• liaising with other organisations. • using the internet.
Professional When defining your activities ensure they are clear, detailed
• joining a CPD support group and explicit. State the actual course/conference/training
• involvement with a regional agency or federation, a session you would like to attend and be specific about
specialist group or MA or ICOM committee. who will be involved and when the activity is likely to
happen. It is important to put a time frame on each activity
to help you prioritise and make your plan realistic.
In the fourth column, write down a set of specific and
time-planned activities for each of your needs.
Example:
Goal Needs Activities
To improve my project management Understand basic project management Read The Art of Project
skills to be able to take the lead in techniques and tools. Management by Scott Berkun
small projects. O’Reilly by October 2007
Understand how techniques and tools Attend MLA Yorkshire Project
are put into practice. Management for Beginners course
25 November 2007
Utilise new skills on a practical project. Meet with two managers (one
within organisation and one
external) to discuss good project
management techniques
Jan–Feb 2008
Take leading role in redesigning
summer education programme
Apr– Jun 2008
9
Planning: Writing
your CPD plan
To improve my project
management skills to
enable me to take the
lead on small projects
10
Specific development activities How do I know my plan will work?
How can I meet my needs? There are various techniques you can use to check that
your plan will work :
Check that it is SMART:
Specific – have you given enough detail in your plan?
Read The Art of Project Management by Scott Berkun O’Reilly by Measurable – how will you know when you have
October 2007 achieved a goal?
Achievable – have you been realistic when setting your
Attend MLA Yorkshire Project Management for Beginners course.
activities, needs and goals?
25 November 2007
Relevant – does your plan link up? Will achieving your
Meet with two managers (one internal and one external) to discuss goals help you on your way to your future aspirations?
good project management techniques. Jan-Feb 2008 Time-planned – have you time-tabled when you will do
your activities?
Take leading role in redesigning summer education programme.
Apr–Jun 2008 Read your plan backwards:
Read Studies in English Working Class History, 1832-1982 By Starting with the last column, read your plan backwards.
Gareth Stedman Jones and other relevant literature. Ongoing Will your activities achieve your learning and development
needs, will your needs fulfil your goals?
Join Social History Curators Group – attend at least two events a
year. Ongoing Ask the opinion of peers and your line manager:
Your colleagues may offer informal support, particularly if
Write an article for SHCG News. Spring 2008 they are undertaking CPD themselves. Together you may
Give a talk to a local history group on an area of the collection by want to set up an informal support/learning group.
March 2008 It may be appropriate to involve your line manager or your
Seek critical feedback from colleagues on my article and talk by training and development or personnel manager. If you
May 2008 are part of a performance management/appraisal
system, this can link effectively with your CPD. Your
Attend GEM training course techniques in museum education.
organisation may also be able to provide resources and
Date to be confirmed
opportunities to help you achieve specific development
Observe two other staff running school and adult education goals that can be written into your plan.
workshops. Jul / Aug 2008
Add an extra column:
Arrange to work shadow education and lifelong learning manager It may be useful to include an extra column to your plan,
at York Museum Trust. Sep / Oct 2008 to add further detail. For example, you may want to put
Get feedback on education sessions from other staff. Ongoing specific timings in or a ‘success criteria’ column to
identify when you have achieved a goal. You may even
Give talk on museum collection to AMA support group. July 2008 want to link your plan directly to your work appraisal or
Attend SHCG identifying objects course. 13 June 2008 other training/development you are undertaking.
Do at least three new workshops this year using objects from the Regularly review your plan:
collection. Ongoing The CPD plan is only useful if it is relevant to your
circumstances. If your work or personal circumstances
Read Scottish Museum Council’s web fact sheets and advice on
change, you develop new aspirations, or change your
fundraising. Sept 2008
mind about what is needed, your plan should be
Do a three-day secondment in the fundraising department at the amended. It may be that certain planned activities are no
National Railway Museum. Oct 2008 longer available or perhaps new opportunities present
themselves. You should review and amend your plan
Contact my regional agency for advice on sources of funding. Sept
each year.
2008
Put together a fundraising bid for community linked special
education activities. Jan-March 2009
11
Action: Writing
your CPD log
(a blank CPD log can be downloaded from
www.museumsassociation.org/cpd)
The CPD log is a record of all the major CPD activities you You may also consider adding extra columns to record what
have undertaken and their outcomes, ie what you have you still need to learn, and to cross reference to your CPD
learned and how you are applying this It is your personal plan or appraisal forms.
working record of your development.
Your log needs to stimulate thorough reflection on your
Your log should be filled in regularly as you undertake key accomplishments, new skills and abilities and initial thought
CPD activities, or soon after. Your log should include: on how you will use them in your future development.
• dates of development activities
• number of hours spent on development activities
• description of development activities
• what you have learned
• how you applied, are applying or will apply what you
have learned.
Step 1 Step 2
When did I do it? How long did I spend on it?
Go to your CPD log as soon as possible after each new Monitoring the hours you are allocating to your CPD helps
activity. You need it to be fresh in your memory to you assess how effectively you are using your time.
describe it accurately and to reflect on what you learned. Remember to count the time preparing for, spent at and
Start by recording the date the activity took place. This following up professional meetings that you are using as
helps you focus on sticking to the time frames that are development opportunities, as well as the time spent
important to the success of the plan. reading and at conferences and courses.
Once you have acquired the skill, do not count hours
performing it. Be rigorous about adding only time spent in
purposeful, new learning rather than hours just doing your
job. As a guide, if you are doing a professional CPD
scheme you are required to complete a minimum of 35
hours each year – a conservative figure that most people
far exceed.
Step 3 Step 4
What did I do, why did I do it? What did I learn, how can I apply it?
Provide a brief, descriptive summary of each activity you You should assess what learning objectives have been
have undertaken. Was it a presentation, a project, a fulfilled by the activity and what is still lacking. If your
course, a piece of writing? What were your key learning objectives have not been fully met, then think about what
and development objectives, in other words, what were other activities you could do to work towards them. You
you hoping to get from the activity and how did that relate may not have learned or achieved what you expected to
to your CPD plan? but it is probably still valuable. You may have discovered
a strength or weakness in yourself, or maybe what you
have learned could contribute towards a different goal.
Consider:
• how your learning relates back to your CPD plan
• what you need to do better/differently/change/improve
• if you can apply your new knowledge and skills to other
areas of your work to help you become more effective
• if your new skills prepare you for planned future
responsibilities and challenges.
12
Example of an extract from a CPD log
Dates Number of hours CPD Activities What did I learn, how can I apply it?
What did I do, why
did I do it?
5 - 20 Sept 4 hours Read The Art of • How to define a project and what prep work
Project Management needs to be done
and made notes on
• The basic tools of project management including
relevant sections
Gantt charts and responsibility assessment
matrix
• Some of the language involved with project
management
I understand some of the basic principles but am
still not sure how to apply them. I feel armed with
many questions now for my subsequent meetings
with managers about project management and
my project management course.
17 Jan 1 hour Met with the director Discovered how some of the techniques I’ve
of lifelong learning at learned can be put into practice. Talked through a
York Museums Trust project from beginning to end and found out where
to discuss project mistakes are easily made and what problems often
management of come up. It was very useful to have a frank
education discussion about what did and didn’t work on a
programmes particular project and what York Museums Trust
has learned from that.
13
Reflection: Writing
your CPD summary
(a blank CPD summary can be downloaded from www.museumsassociation.org/cpd)
2 Management
knowledge and
skills
This includes the management of people, finance,
projects, information and other resources. Management
of people may include, but will not necessarily mean, line
management. Most professionals have to manage
relationships with colleagues, including those to whom
they report. Similarly, management of finance may
include, but will not necessarily mean, management of a
budget. For example, you could include how you have
negotiated getting information you need from colleagues;
learned about the implications for income and costs of
new developments at the museum; and how you have
learned to cope with change, such as a restructure at
your workplace – if that is a skill you identified for
development.
14
3 Professional Section B
knowledge and The impact of CPD
The types of question you should be considering under
knowledge and
• do you now have a better understanding of standards
of professional competence?
• are you now demonstrating higher standards of
skills practice?
• have your achievements had any impact within the
Depending on your circumstances this may include workplace or more broadly within the profession?
activities as diverse as developing familiarity with a • are you more widely known, valued and respected
software package, report writing or interviewing skills. It within and beyond your workplace?
might mean learning a foreign language to work with • have you developed a network of contacts and
colleagues abroad or developing chairing skills to lead colleagues to support you in current work and future
committees or meetings. developments?
These questions are designed to stimulate your thinking.
Use the questions and your CPD log as a prompt to write
a personal account reflecting what has struck you most
about your experience of CPD. We recommend about
700 words for this section.
Remember: You should not only plan but also record and
reflect on CPD activities. You are likely to learn best
through a continual and systematic cycle of planning,
analysis, action and review.
15
Example of a CPD
summary
CPD summary
A Key categories of learning
Please describe your main areas of professional development under the following headings.
It is unlikely that you will give them all equal weight.
NB Section A should be approximately 600 words in total (Your summary will be returned if you exceed this limit.)
16
B The impact of CPD
NB Section B should be approximately 700 words in total (Your summary will be returned if you exceed this limit.)
What impact has CPD had:
• on your job?
• on your career plans?
• on your involvement with museums beyond your workplace?
I have found CPD a useful tool with which to stretch and challenge myself to do things that I would not otherwise choose
to do. Although my current role requires yearly appraisals and work plans, until I embarked on CPD, I had not thought
clearly about my future aspirations or what I needed to do to achieve them. Nor had I pushed myself to gain the skills that
did not come naturally to me. Writing a SWOT analysis enabled me identify the areas in which I am not confident. I then
used my CPD plan as a way of improving them, for example, by writing an article and seeking critical feedback from
colleagues on my presentation skills.
The most notable benefit that CPD has given me is the skill of networking and broadening my horizons outside the
bubble of my organisation and role within it. In addition to communicating through local, regional and national societies
and groups, I decided to take a proactive approach when faced with no active AMA support group in my area. Setting
up and running the group was a real challenge. It gave me experience in organising meetings, creating agendas, writing
minutes, liaising with guest speakers and delivering training. I regularly liaised with the Museums Association, my regional
agency and AMA candidates to set up meetings and workshops that boosted my communication and networking skills.
The experience has increased my confidence, improved my leadership skills and encouraged me to take on more
challenging projects at work.
CPD has also helped me to discover my preferred learning style. I find learning on my own a very isolating and
de-motivating experience. I value the dialogue and interaction with others on training courses or more informal sessions.
I have found the work-shadowing and secondment sessions particularly rewarding, as not only was I inspired by what
other museums achieve, but I was also gaining from one-to-one meetings with experienced staff. In particular, work-
shadowing the education manager at York Museums Trust was extremely useful, not just in terms of gaining ideas and
knowledge but also in making me think about my future career direction.
I have really moved forward in the past year, in terms of the skills I have gained and the responsibilities and initiatives I am
now instigating at work. This has undoubtedly increased the mutual respect and communication I have with my
colleagues. However, as I increase my responsibilities and introduce new initiatives at work I am more aware of the
demands on my time. I am now trying to be highly selective in the type of course, project or seminar that I seek, carefully
weighing up my own development needs and the expectation of my job to assess whether it is a priority. I shall also
make the development of my time-management skills a priority on my next CPD plan.
Although I have found my activities working towards developing a subject specialism rewarding, especially writing the
article, it is the work I have done using objects within education that has really inspired me. This has led me to think I will
pursue a more education and interpretation led career in the future. As this is a slight change of direction I feel I need to
do more research (such as reading job descriptions and talking to peers in such roles) into the potential avenues this
could lead to. I am certainly keen to use and develop my newly acquired project management and fundraising skills and
feel that this is all helping me further down the path to management. I am looking forward to increasing my management
potential by taking the next step of increasing my knowledge of strategic planning.
17
Museums Association
CPD schemes
18
Useful resources
Career advice
Get online access to the most up to date career advice
and information. The jobs and careers section on the MA
website contains everything you need to know about job
hunting, volunteering and qualifications.
Find out more at
www.museumsassociation.org/careers
19
Museums Association
MUSEUMS 24 Calvin Street
ASSOCIATION London E1 6NW
T: 020 7426 6955
F: 020 7426 6961
www.museumsassociation.org
c
Image courtesy of
Manchester Museum