Introduction to PEP (Professional Experience Portfolio)

Tana ForrestStudent Recruitment Manager

PEP requirements (3 in total)

1) Log a minimum of 400 days of workplace experience2) Evidenced activities (3 in total, 1 activity must

include an oral presentation)3) Overall Learning and Development documents:

General reflection and future learning goals CPD Learning and Development Plan

Only submit once you have passed your final exams

1. PEP: Work Experience (Appendix 1)

Demonstrate 400 days (up to 10 years prior to submission)

200 days for AAT members (up to 10 years prior to submission)

8 competency areas (Appendix 1 on pages 26-28): Leadership and Strategic Management Strategic and Operational Financial Management Financial and Performance Reporting Governance, Ethics & Values Audit and Accountability Partnerships and Stakeholder Relations Change, Risk and Project Management Procurement and Contract Management

Tasks can be allocated to several areas but not double-counted

Employers required to verify experiencePages 7-9

1. Work experience summary sheetPEP 400 day work log

Candidate's name:

Student number:

Employing organisation:

Summary

Statement of Expertise areaTotal number of days in this area

Employer’s initials

Leadership and Strategic Management

Strategic and Operational Financial Management

Financial and Performance Reporting

Governance, Ethics and Values

Audit and Accountability

Partnerships and Stakeholder Relations

Change, Risk and Project Management

Procurement and Contract Management

TOTAL

PEP Workplace Experience Detailed log

DatesDescription of workplace experience

Statement of Expertise areaWhat has been learned and how may it be used? Outcome of learning and future application

Number of days

Employer’s initials

Jan 13– Feb 13

Compilation of a contracts & tenders register for Environment & Leisure

Procurement & Contract Management

This has given me an understanding of how the tendering process works, and the rules and procedures have been followed. I will use this in the future to portray openness and transparency in order to prevent accusations of fraud.

25

June 13 – Sept 13

Payment of invoices Strategic & Operational FinancialManagement

I learnt how to follow through the entire payments process order of receiving a goods receipt note, to finally make a payment. This enhanced my understanding of how the procurement process works.

20

Employer’s Signature

2. PEP: Evidenced Activities (Appendix 1)

3 Professional Level activities(No more than one per SOE area – Appendix 1 on pages 26-28)

1 of the 3 activities to include an oral presentation in the planning and execution of the activity

Students required to write about each activity:

Include: Cover Sheet Employer Validation form

Sections (for each activity): Planning and Execution Evidence Ethical Considerations Learning

PEP Evidenced ActivityCover Sheet

As the candidate I confirm that I have: fully explained how I planned this activity identified the role I played in this activity explained how the task was carried out included relevant evidence (2-4 pieces) that proves: that the activity happened what my role was what the outcome was reflected fully on my experiences undertaking this activity identified and listed my learning points, needs or goals that I have identified as a result of undertaking this activity

Candidates full name:

Manager’s full name:

Manager’s job title:

Employing organisation:

Title of evidenced activity:

Statement of Expertise Area:

Date activity completed:

Role played by candidate in that activity:

PEP Evidenced Activity Employer’s Validation ReportNature of activity: Acting as a Supervisor

Role of the candidate in the activity:Supervising two trainees in producing a briefing note on explanatory forewords

Outcome of activity:The student produced the briefing note on time having supervised the trainees in the completion of the activity.

Report on the completion of the activity:Developing the explanatory foreword to the statement of accounts was an important objective in seeking to improve financial reporting. The project also presented a good opportunity for our student to practice her supervisory skills. The student researched the subject well and produced a good report within the agreed deadline. Our student handled the supervisory aspects of the task well, and I am pleased that they have learnt from the experience.

Manager's signature

Date

Candidate's signature

Date

Evidenced Activities: Planning and execution (400-600 words)

Why you decided to choose this activity Identify the criteria you used in making the decision How you went about planning the activity and how

you took into account the type of evidence you would need for your portfolio

Did you discuss choice of activity with anyone? What were the main objectives of the activity? Timescales and resources needed for the activity? Any barriers or risks to success of the activity?

Pages 10-11

Evidenced Activities:Evidence

Each activity must provide 2-3 items of evidence, one of which should be the employer’s validation report

For the oral presentation, maximum of 4 pieces of evidence including employer validation report

Examples: written reports, emails (validated), meeting agenda/minutes, appraisal forms, feedback forms, PowerPoint slides

Pages 11-12

Appendix Evidence Page number

2.2a – my roleAgenda – for the meeting which includes my presentation s as the first item.

52

2.2b – 2.2c – it happened, outcome

Feedback from all the attendees 53-55

Evidenced Activity : Ethical Considerations (400-600 words)

Importance of ethics should not be underestimated Principles contained in the SOPP (Standard of

Professional Practice on Ethics) must be followed ‘Ethics and You’, another useful document (includes

case studies) Relate to the five principles of – ‘integrity’,

‘objectivity’, ‘professional competence and due care’, ‘confidentiality’ and ‘professional behaviour’

Also relate values like – ‘professional scepticism’ and ‘professional judgement’ and attitudes like ‘commitment to the public interest’

Pages 12-14

Evidenced Activity : Ethical Considerations (continued)

Consider – approaches that could be taken to complete the task, way in which the activity is completed and general behaviour of individuals

What ethical principles, professional values or attitudes applied in the activity

What threats and safeguards were implemented? How you behaved ethically in relation to the activity How you could behave more ethically or

professionally in the future Encourages good habits and best practice

Pages 12-14

Evidenced Activity: Learning (300-500 words)

Reflect on how well you applied knowledge and skills to the activity

How it might influence future work and performance Whether you have learned something new? How the learning took place? How it related to previous knowledge? How you will apply the learning in the future and

your professional development? Whether the reflection has helped identify other

learning and development needs? Can be followed through to the General Reflection

and Learning sectionPage 14 and Appendix 2

Evidenced Activity: Oral Presentation (300-500 words)

Only required as part of one of the evidenced activities Present in a reasonable formal work setting An audience of at least 3 people Maximum of 4 pieces of evidence including employer

validation report Must include 1 or 2 pieces of evidence specifically

relating to the presentation; in addition to (for example) – slides, speaker notes or summary of feedback forms

Evidence should confirm your role in the presentation

Pages 14-16 and Appendix 3 (pages 32-34)

3. Overall Learning and Development: General Reflection and Future Learning Goals (1000-1500 words)

Reflect on your learning over the training period, covering the whole PEP experience

Should be completed after work experience log and three evidenced activities

How did the CIPFA theory influence you in practice? How you related learning to work experience? Positive and negative factors throughout the period What you learned about application of professional

values, ethics and attitudes to practical activities in the workplace?

Which activity had greatest effect on professional practice

Pages 16-17 and Appendix 2

Overall Learning and Development: General Reflection and Future Learning Goals

Identify future learning goals, both long and short term ‘Learning’ section of activities should identify these Prioritise the future goals and set deadlines Identify goals to be met in first year of CPD Explain why each goal is important to your development Important to link PEP to CPD

Template page 17

Summary of future learning goals

Development Needs(Learning Goals)

CPD Activities(Action to be taken to meet goal)

Time Frame Evidence that goal has been achieved

Maintain an understanding of the issues affecting the public sector

Reading public finance regularlyAttending update courses on current events (at least 2 per year)

By 30 June 20XX

Contribution to strategic planningCertificates of attendance

Develop my technical skills in Excel, Word, PowerPoint, and in SAP

Attending training coursesPractising and exploring software

By 01 Nov20XX

Certificates of attendanceFeedback from managers on my performance and effectiveness

CPD Action Plan

Key Roles and Responsibilities Development Needs CPD Activities

Managing budget process for Service A

Project management skills – planning, documenting and monitoring project progress.

Attend a Prince2 course.

Learning and Development Plan (Level 2)

Name: Membership Number: 12345678 CPD Year: 2013

PEP Submission and Review 3 copies – 2 for CIPFA and 1 for yourself Include the PEP submission form (on website) Purchase PEP submission via online CIPFA Shop Spiral or comb-bound documents Send copies secure, recorded delivery to the CIPFA

Student Support team at CETC London No set submission deadlines - submit at any time

after passing all required exams No interviews (unless for QA Purposes) Outcome either ‘complete’ or ‘incomplete’ Faster membership election - become a full member

quicker  

Scoring Criteria pages 21-24

Want more PEP support?

Student Support 0207 543 5600studentsupport@cipfa.org

Taught courses at CETC 0207 543 5600cetc@cipfa.org

 

 

\ questions?