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Reviewing Your Professional Development

Review is the start and the finish!

Most projects and plans start with a thorough review of the current situation: professional development is no exception. The review stage appears at the beginning and the end of the Professional Development Cycle because you need to be aware of where you are before you start, and because it is important to check regularly where you are in order to keep going in the right direction. It is a critical part of the process, and deserves serious time and effort.

This is the same type of thinking process that you would probably employ in preparation for your appraisal at work or for a job interview, i.e. considering your strengths, your weaknesses and any future opportunities or threats.

Reflective learning

The most important aspect of reviewing your learning is thinking about what you have learned. This reflection - on what happened, what you understood from the experience, the new knowledge and skills you have gained, and how these will contribute to your improved future performance - is where we gain real benefit from our learning experiences. Only once we have gone through this process, is the information in a form that we can readily store away (both in our minds and our records), and that we can recall for future use.

Even if you are not planning a ‘formal’ review just yet, taking regular time out to reflect on your learning is important. Reflection will help you formulate your experiences in such a way that they can be recorded easily; and it important that this is done regularly, so that you don’t forget the details. Once recorded, you may keep your notes for a more formal review.

Frequency of review

Obviously you will need to do a thorough review of your current position before you can possibly begin to plan to make changes. Equally, once you have started, your development must be reviewed regularly. This will:

  • demonstrate achievements against your original targets,
  • ensure you are still progressing in the right direction,
  • allow you to focus and define your learning for the next period,
  • give you an opportunity to review your long-term goals, taking account of any changes in your circumstances.

It is at these times that you should re-evaluate your targets and make any necessary modifications to your plans.

How frequently a review should be carried out and the date this should be done will depend on a number of factors and may be very personal. When setting a review date you must consider whether your objectives are short-, medium- or long-term.

Clearly, the frequency must depend on the time frame envisaged. It would be pointless to review a set of end-month objectives only annually, while there can be more flexibility about longer-term ones. You may find it useful to carry out some sort of review every month to see whether you have met your short-term objectives and are on course for the longer-term ones so that any corrective actions can be considered. One year should be considered the maximum period for an in-depth review. Much will depend on the rapidity with which your work and responsibilities are changing, and the range of competences you are developing at any one time.

  • Short-term plan - review the individual targets that you set, and remove them or transfer them onto your next plan as appropriate. Add new goals from your appraisals or medium-term plan, to build your targets for the next period. This review should be regular - say every 2 - 6 months.
  • Medium-term plan - review progress against medium-term goals. These goals may be broken down into sections, and it may be possible to tick off some of these. Amend your plan to include any new ideas that may have arisen. This plan should be reviewed at least every year.
  • Long-term plan -check that this plan is still realistic, and add/remove/change any items as necessary. It is likely that this plan won’t change dramatically, but should still be reviewed annually.

There may be other times in your life when it will be particularly important to review your professional development.

1) External changes, constraints and opportunities

Do carry out a review at any points of change, e.g. changes of responsibility, location or employer. Not only do you need to account for the changes themselves in the development plans, probably adding and subtracting topics at the detailed level, but you must also take account of the broader effects on your career aims and directions, not forgetting the implications for your personal objectives.

You may like to think of the regular review and updating of your CV as part of this process. Any change of circumstances - or consideration of other job opportunities - should trigger a review of your CV and, if nothing else, will act as a quasi-review process.

2) Appraisal

It is convenient to plan for a review to coincide with formal (annual or half-yearly) appraisals. This not only meets your employer’s planning cycle, but allow you to be fully prepared to derive value from the exercise, to take on board any suggestions for change and to incorporate these rapidly into your plans.

Find out more about Appraisals.

3) Professional registration

Your professional development may be directly linked to gaining professional registration. If this is the case, then many of your goals will be linked to the specific competences required to achieve that. Once you have attained your goal, you will need to conduct a thorough review and set new goals. Remember though, that membership of your institution may include an obligation to maintain your competence and, if so, you will need to ensure that your new plans and future reviews take account of this.

4) Shelf life of learning/evidence

If you are working towards professional registration, or other competence-based qualifications, you will need to set regular dates to review your portfolio of evidence. Your competence, and the evidence that proves it, only has a limited life. It follows that you will need to keep ensuring that your portfolio is up-to-date.

Find out more about Evidence Shelf Life.

Starting your review

Start by taking a metaphorical step back and taking a good look at where you are. It may help to ask yourself some questions, and to give yourself some honest and considered answers. Some of the questions you might ask yourself are:

  • How far have I gone towards achieving the targets I set myself?
  • What improvements have I realised through my activities?
  • How can I use my new knowledge and skill?
  • Have my long-term plans been affected?
  • Do I need to make any changes or modifications?
  • What trends have emerged that might affect my plans?

Tracking progress

Look back at your Development Action Plan, or your last appraisal, and see how many of the targets you have achieved. If you have completed a task fully, then remove it from your plan. (You may like to keep a note of it, though - perhaps in a ‘completed development’ log - so that you can look back and see your progress over time.) If you have only partly completed a task, you might like to update your plan with a re-phrased goal to reflect the parts still to be done.

If you are failing to achieve your goals, ask yourself why? Is it because your goals were too big, or unrealistic? Or have other circumstances taken over? If this is the case, re-evaluate and reset your goals in such a way that you will be able to achieve them over the next period.

Evaluating your approach

Consider how you have reached your achievements. Did you take a planned approach or was it more opportunistic? Has your approach helped or hindered the achievement of your goals? It may be that you need to change the way you tackle your professional development in order to achieve more, or to meet particular targets.

Sources of help

Your manager or mentor will be ideally placed to help you review. This is particularly so if you are using your work appraisal to set your targets. However, if you are adopting a more informal or personal approach, you might like to talk to your colleagues for their feedback on how you are improving (or with ideas for the future). Friends and family can also provide a valuable input to your reviews.

Measuring progress

Measuring progress can seem difficult, particularly in these days when individual employees do very different jobs, even within the same department. This can mean that there are no obvious benchmarks against which you can compare yourself.

One place to start is your development action plan. You can simply measure progress by looking at the number of goals you have achieved. If, however, you want to measure your current ability against external standards, you will need to identify those standards. Find out more about Standards.

Another way to measure your progress is through assessment. This can be formal, through examination or peer review, or informal, when you assess yourself against specific measurements. Formal assessments might take the form of gaining a qualification through examination by an external body, or testing, such as psychometrics or skills and knowledge tests.

Peer review, whilst obviously not as objective as an examination, can be a two-way process, giving you valuable feedback, and guidance. You might ask for a formal review with your manager, mentor, or personnel department.

Many people find self-assessment the most difficult way to measure progress. We all find it difficult to assess ourselves, particularly when we don’t have good examples against which to compare. However, if you have chosen appropriate standards, and you are fair and objective in your measurement, you may find this a very enlightening exercise. Ask a friend, colleague or your manager/mentor, to verify your assessment if you wish.

Find out more about self-assessment of competence.

Sharing learning

Learning is a very individual thing. This is demonstrated by the fact that different people will gain widely differing things from the same learning event. This is fine when we are aiming to improve our personal competence, and it will contribute to intellectual ‘wealth’ of our organisation.

However, organisations really gain when people share their knowledge, and this is an important contributor to business success. As an example, when one project team learns a new technique which adds to their performance, they are able to use it to increase their performance on the next project. However, if they are to share that learning, every project team in the organisation will improve next time.

Organisations have adopted many ways of helping their employees to share learning, from intranet-based forums, through to action learning groups. Adopting a matrix organisation for project teams in another method, ensuring people ‘swap’ teams regularly and therefore spread their experience. These simple but effective methods of capturing learning lead to improved working practices, cross fertilisation of ideas and thinking, and facilitates the development of new ideas and implementation of changing technology. In addition, it has a direct affect on the development of younger team members, helping them be better performers and become the experts of the future.