Preceptor Information
The role of preceptor requires an investment of time, energy and effort to support a new member of staff in the workplace. This may be a new graduate nurse, a nurse returning to work after a prolonged period of absence or an experienced nurse who is in a new working environment. This handbook is intended to help preceptors fulfil their responsibilities, act as an aide memoir to previous learning and offer templates for recording preceptoring activities. Whilst preceptoring occurs for various reasons as stated previously this guidance and supporting documentation will be of particular relevance to preceptors who are preceptoring newly graduated registered nurses.
Preceptoring programmes have been found to benefit preceptees, preceptors and health care institutions. For preceptees it provides an opportunity to practice in a safe and supported environment and to be socialised into the new team. It provides an environment for successful entry into the nursing profession by facilitating the development of decision making and clinical practice skills. Preceptors benefit by seeing the novice become more confident, their own self esteem becomes more evident as they have increased awareness of the role model they portray. For the organisation preceptorship has been proven to reduce staff turnover, result in fewer resignations, increased staff satisfaction, enhanced knowledge and improve the quality of patient care.
What is a Preceptor?
The terms mentor, preceptor, buddy, coach and teacher are often used to describe a similar role. In essence all are designed to offer a support mechanism; however, there are subtle differences that will be highlighted shortly. There are numerous definitions of the word preceptor and the context of the role will have a bearing on the definition adopted. For the purpose of this handbook the definition of preceptorship is:
"A formal one to one relationship of a pre-determined length between an experienced nurse and a nurse new to that environment. The goal is to assist the new nurse to successfully adjust to, and perform, a new role."

Preceptor? Mentor? Teacher? Buddy? What’s the difference?
|
Characteristic |
Teacher |
Preceptor |
Mentor |
Buddy |
|
Focus |
Teaches a subject usually in a classroom to an audience who are content to be taught. |
Provides opportunities for experiential objectives to be achieved. |
Guides a novice to achieve an envisioned role. |
An approachable team player. Often supports the more formalised roles. |
|
Learning context |
Classes, conferences, workshops |
Workplace, performance in the practice setting |
Workplace, with informal, on-the-spot education / feedback |
Workplace, short interactive advice or help |
|
Relationship |
One to many / one to one; usually contractual, ends when content delivered |
One to one, contractual time limits set at the start. NB: Lasts for the total length of the Graduate Nurse Programme |
One to one; relationship sustained over an indefinite period of time |
Non contractual, periodic |
|
Content |
Offers rules, norms, principles, generalisations |
Explains subtleties and variations in real world applications |
Adapts own style and talents to benefit the vision they have for another |
Be-friends; reacts when asked; points in the right direction |
|
Student |
Identified as the learner |
Novice in context, with previous knowledge and skills. May have expert knowledge and skills |
Identified as a skilled learner, often in a subordinate position. Chosen usually when personalities ‘click’ |
Identified as new team member, may be in need of help |
|
Evaluation |
By tests, projects, papers, presentations |
Assessment of individual performance; may include projects; for GNP portfolio at end of year |
Retrospective analysis of individual performance combined with goals and desires |
Nothing definite; may be asked for peer review, written / verbal attestation |
|
Reimbursement |
Paid tuition / fees |
Varies from payment to volunteer |
Does not receive payment |
No money involved |
Adapted from JP Flynn & MC Stack; The Role of the Preceptor, 2006 p 5
Preceptor: Roles & Responsibilities
The Role: Wearing the preceptor hat is not for the faint hearted! The role is demanding and intense but should provide increased job satisfaction and personal growth and development. As a preceptor you will need to be a:
- Facilitator
- Coach
- Cheerleader
- Socialiser
- Evaluator
- Record keeper
- Advocate
- Role model
These role types are not new to you, as a nurse, but you may need to think about applying them in a different way. For example your usual daily focus would have been on applying these concepts with a patient perspective. This will not change but you will need to apply them to your new member of staff as well as to your patients.
There will be times when your workload takes priority or when staffing situations make preceptoring more difficult. Anxiety can be minimised for both the preceptee and the preceptor if the situation is explained and solutions offered as to how it will be managed. Working in a team or as a pair is a great way of learning and of sharing the workload! Be creative.
There are specific roles and responsibilities set out in the TDH preceptor role description. Make sure you have a copy of this document and that you understand its content (page 16). If you are preceptoring a nurse on the graduate nurse programme you will not be able to carry out your responsibilities if you are unsure of the content of the course they are participating in. If you are to act as a coach for the preceptee you will need to encourage and support them through any course work associated with their programme as well as clinical activities in the actual work place.
Responsibilities:
The role has many responsibilities the top 11 are listed here:
1. Orientation of your preceptee to the ward/unit/department.
You should include the layout of the department as well as specific policies and procedures and where these can be found. A few points to remember when orienting your preceptee:
- Put your self in his or her shoes
- Acknowledge his or her presence
- Talk about what is happening today
- Introduce your preceptee to staff and patients
- Give clear instructions
- Never abandon your preceptee
- Help your preceptee to develop critical thinking skills
- Explain the chain of command to your preceptee
- Be positive
- Practice what you preach!
2. Facilitate learning experiences.
A skill such as giving an injection has a series of steps and understanding. It is not enough just to enable the preceptee to do the injection. The preceptee will need encouragement to go through the various stages culminating in the actual administration of the drug. You need to create an atmosphere where the preceptee comes to work with a positive attitude largely due to your behaviours, skills and attitudes. This can be time consuming, sometimes oppressive, and takes tremendous energy.
3. Establish a routine for giving feedback.
A requirement for preceptors who are working with participants on the graduate nurse programme is for rostered development time. This has been scheduled by the Graduate Nurse Programme Coordinator and all such meetings must be recorded. The preceptor and preceptee should share a workload for the first six weeks of the preceptee’s placement. However it is also important that informal daily feedback is given, especially in the first few weeks. This may take the form of a discussion reviewing the shift, or perhaps practicing a particular skill on a mannequin. Establishing this type of regular dialogue gives an opportunity both to praise and reinforce positive practice and moderate behaviours that the preceptee needs to change. If you are absent from work for any reason or you are not rostered the same shifts as your preceptee ensure that you give them another member of staff who will buddy them.
4. Guide your preceptee during clinical practice.
You will need to demonstrate nursing skills and practice, provide opportunities where the skills can be practiced under supervision and validate competency once the skills has been accomplished to the agreed level. Remember when ascertaining competency your main concern is that the practice is safe. Try not to intervene if the practitioner is just slow. Practice makes perfect! In the case of recently graduated nurses the level to which you should be assessing is governed by the Nursing Council of New Zealand (NCNZ) and can be accessed via their website: www.nursingcouncil.org.nz. Once a skill has been performed competently remember to record this using the relevant documentation.
5. Teach and demonstrate practical skills.
Nursing is a very practical profession and therefore you need to teach in a variety of ways. People learn in different ways – some prefer to learn by reading, others by observing another person and others by actually doing the task. Think about how you prefer to learn and try to ascertain the same of your preceptee.
6. Increase the workload for your preceptee gradually.
Graduate nurses have never had their own caseload before. A requirement of the graduate nurse programme is that you and your preceptee share a clinical workload for a minimum of 6 weeks. Even after this, good practice would suggest that working with another person is better than working alone. Working as a team can also be beneficial for the patient. Gradually increase the preceptee’s workload as their skills increase. You will need to teach them how to prioritise patient care, how to manage their time effectively and how to communicate with other team members.
7. Give timely feedback.
The focus on regular communication – daily if possible –cannot be over emphasised. Remember that it should reinforce positive behaviour as well as counter inappropriate behaviour. When giving feedback choose the place carefully – in private. Whilst poor practice needs addressing try not to destroy Your preceptee’s self esteem, criticism must be specific and constructive.
Use the Acronym “B.E.E.R “
B: Behaviour – what is the person doing that is unacceptable E: Effect – Why is the behaviour unacceptable. How does it affect care or others? E: Expectation – How do you expect the behaviour to change? What do you expect the person to do or not do? R: Result – What will happen if they change (positive) or what will happen if this behaviour continues (negative)
8. Act as a role model.
A few points to remember:
- Ensure you are neat and tidy and adhere to uniform policy.
- Have a good attendance record – make arrangements if you will not be at work or not rostered with your preceptee.
- Arrive at work on time and be prepared to take the report.
- Follow TDH policies & procedures.
- Express positive comments in the work place and at meetings.
- Have good manners and act in a courteous way.
- Wear your wings and halo at all times!
9. Work closely with your Clinical Nurse Manager (or equivalent) and the coordinator of the graduate nurse programme. They are there to help and support you.
10. Plan learning experiences.
There are some things that the preceptee needs to learn within the first week of employment such as what to do in emergency, shift times, various telephone numbers, where certain equipment is kept etc. Other learning needs require different time frames. As a preceptor you should plan and You may need to consider the preceptee going to other wards or departments to offer a greater range of practice opportunities. Think of those skills needed for the particular unit. If the skill is practised infrequently but the risk is high to patients if not carried out properly it may be necessary to provide an assimilated experience – e.g. cardiac arrest.
11. Complete Related Documentation
This is vitally important both as evidence of your professional development and when evidence is required to support audit requirements.
N.B: If you are preceptoring a graduate nurse on the Nurse Entry to Practice Programme (NETP) you have the opportunity to have 16 hours of professional development during the programme. This activity is to help you in your role as a preceptor and can be a combination of work relevant study days, conference, preceptor / clinical updates, reflective practice activity or similar. This information may be required by the coordinator of the NETP programme during audits by NZNC so please make sure you record the evidence. There is a form included in this handbook for the purpose of recording your professional development (page 26) Completion of this workbook will require reflective practice and goal setting - the time taken to do this will depend on you – if you ask your CNM or equivalent to verify your work it will contribute towards your professional development.
Also:
- Encourage completion of the ward / unit orientation booklet.
- Ensure appraisals are completed as per policy.
- Record development sessions and sign off.
- Discuss the preceptee / preceptor contract (page 24).
Remember these are only the first 11 responsibilities of a preceptor. Read through and discuss the responsibilities of the preceptor role description with your colleagues and ensure you have their support – you cannot do it alone, it requires a team effort.
Attributes of a Preceptor:
A preceptor has to be willing to undertake the role, have a passion for nursing and have many attributes to enable them to undertake the role.
|
Attitude |
Knowledge |
Skills |
|
Respectful |
Policies & Procedures |
Patient care |
|
Realistic |
Practice standards |
Use of equipment |
|
Patient |
Documentation |
Use of resources |
|
Open-minded |
Reality shock |
Interpersonal |
|
Collegial |
Culturally aware & safe |
Organisational |
|
Supportive |
Available resources |
Problem solving |
|
Optimistic |
Unit routines |
Decision making |
|
Sense of humour |
Educational programmes |
Priority setting |
|
Constructive |
Adult learning principles |
Work delegation |
|
Mature |
Educationally astute |
Communication |
Study the attributes listed above. Which attributes are:
- You confident you possess?
- Which do you need to work on?
- How will you do this?
Be honest with yourself – you might find it beneficial to do a self-assessment and then repeat the exercise with a colleague. Be mindful of the attributes that you are less sure of and make an effort to develop them into your behaviours at work. Acknowledging your own strengths and weaknesses will assist in your personal development.
A few attributes to guard against:
|
Rigid thinking |
Refusing requests |
Unable to share |
|
Resistant to new ideas |
Undermining by with holding information |
Bullying |
|
When in authority –stifle others |
Not being approachable |
Over supervision |
|
Self interest |
Letting people sink or swim |
Destroying confidence |
|
Arrogance |
Constant questioning of ability |
Uninterested in others – keen to promote themselves |
Reality Shock
Reality shock occurs to new employees when the reality of the job becomes apparent and it is not what they were expecting. It can happen to both graduate nurses and experienced nurses and at worst the disillusionment can lead to resignation within the first six months. The disparity often occurs when ethical, moral, professional and/or cultural beliefs of the preceptee conflict with those of the nursing and health care professionals within the organisation. The preceptor must consider these contrasting beliefs and assist the preceptee to acclimatise into the new work place.
There are four phases which a new employee may experience and by being aware of these the preceptor can help the preceptee to settle and reduce the reality shock.
The Honeymoon Phase:
This period occurs during the first few weeks when the new employee is excited about being in a new job; perhaps happy to be working and out of college; earning money; keen to learn new skills and make new friends. The picture is rosy and everything is going well until:
The Shock Phase:
This may happen if any of the following happen:
- The preceptee encounters unprofessional attitudes or behaviours from co-workers.
- The preceptee discovers that equipment is not maintained properly, or that there is a lack of necessary supplies, or breakdown in chains of communication which results in suboptimal standards of care.
- Any other situation that causes anger, frustration or embarrassment can result in the preceptee experiencing the shock phase which if not explored can lead to disillusionment. One of the worst triggers for the shock phase is humiliation by a team member.
The Recovery Phase:
Recovery can be achieved when the preceptee is assisted to understand the reality of the work place by exploring both the positive and negative aspects. This may involve assisting the preceptee to moderate their expectations of fellow co-workers and will be influenced by previous working experiences. As they see faults in others they need also to analyse themselves and see that everyone is subject to mistakes and style preferences.
The Resolution Phase:
There is a very possible outcome which will result in the preceptee lowering their ideals and standards to accommodate the ethos or culture they are witnessing. To avoid this it is crucial to keep open communication between preceptor and preceptee and to encourage the best beliefs and values to be maintained. The preceptor needs to gain the trust and respect of the preceptee. This means that if poor practice or malfunctioning equipment is highlighted by the preceptee the preceptor must do something to remedy it. Trust and respect can also be accrued by:
- Not gossiping about other staff
- Not allowing gossip about the preceptee to be perpetuated
- Always give feedback in private
- Giving simple instructions /directions
- Listening to the preceptee
- Do not ask the preceptee to do something that you would not do yourself
- Be the professional role model – uniform, time keeping, appearance, meal /tea breaks.
Adult Learning & Teaching Principles
Each of us has different learning styles and experiences. The 3 main ways of learning are listening, observing and doing. Some people can learn a skill very quickly whilst others will take longer. What is important is that the skill is learned.
Adults tend to learn better when they understand the why behind the activity and when the activity is relevant to their ability to practice at a competent standard. Adults also have a wealth of knowledge and experiences that have been gained in various working and personal contexts. Do not devalue their expertise but do encourage them to transfer their previous experiences into the new environment as far as possible.
You need to determine how your preceptee learns most effectively and gear your teaching to that method. Often nurses learn using a combination of all three styles so you will need to be prepared to offer different techniques.
Principles of Learning:
- We learn by doing. The preceptee must be allowed to undertake and complete a task, no matter how slowly.
- We learn to do something by focusing on one task. The preceptor should focus on the preceptee learning one task at a time.
- We need to be ready to learn. The skill or task needs to be relevant to patient care. This helps the preceptee understand why it is necessary to learn. The preceptor will need to assess when the time is right to teach a new skill and this will be dependant on factors such as how the preceptee is settling, how they are coping with the new values and beliefs of the work place, previous learning experiences and the overall environment in which learning will be conducted.
- We need to be motivated to learn. The preceptor must provide encouragement each time a new skill is accomplished.
- We need to practice skills. Performing a skill once will not result in competence. Remember that practice makes perfect.
- Practising a skill must be safe but as real as possible. Role play, scenario learning and the use of mannequins are good substitutes for the real thing.
- The learning atmosphere will impact hugely on performance and the relationship which develops between the preceptor and the preceptee. Occasionally it is necessary to allow the preceptee to make mistakes – the trick is to talk through the mistake without humiliating the learner.
- Backgrounds and physical ability will vary. The preceptor will have different dexterity skills than the preceptee.
Assessing Competence:
Competency is the ultimate goal of the preceptoring function. Competency will be measured by two indicators:
- The preceptee has accomplished all the requirements of the unit’s orientation programme
- The preceptee identifies with levels 2 to 4 of NCNZ competencies for Registered Nurses (competent, proficient, expert).
Nurses participating in the Graduate Nurse Programme are expected to reach level 2 – competent –by the end of the programme. Assessment is determined by the submission of a portfolio which is assessed against the competency domains set by the Northern Districts Regional Professional Development and Recognition Programme. Qualified assessors undertake the assessment. However, TDH would not expect an employee to reach the stage of submission of the portfolio if the preceptor had identified practice or conduct deficits.
How do you Deal with Issues of Competency?
Documentation is important throughout the preceptorship contract. However when there are problems particular attention to documentation is important. Ensure you have records of all meetings, goal setting sessions, feedback, teaching / practice sessions. If formal performance management procedures are to be invoked this information will be crucial. Points to consider:
- Ensure the preceptee understands what is being asked of them.
- Ensure your interpretation of competent is not exaggerated – is their practice safe?
- Have you offered constructive feedback and allowed time for the behaviour to change? Can you prove/show you have done this?
- Have you explained the consequences of the practice or conduct continuing?
- Have you evidence to support your assessment?
- Have you asked for a colleague to work with the preceptee?
- Have you discussed the issue with your Clinical Nurse Manager?
- If the preceptee is a new graduate have you discussed the issue with the programme coordinator?
- Have you asked the preceptee if there is a reason for the problem continuing?
If you have carried out all the points above and the problem still persists you must engage help. This may be from your line manager or other senior staff who may well involve the human resource department.
Guidelines for Supporting the Graduate Nurse who is not achieving the Requirements of the Programme

Support for Preceptors
We have already acknowledged that being a preceptor is an onerous role to take on. With careful planning and thought you will learn and develop from the experience – you may even enjoy it! Be careful not to isolate yourself in the role – you need to feel supported and you need help and feedback from your colleagues to ensure that the feedback you give to your preceptee is accurate.
Preceptor: Role Description
Preceptorship is a demanding and intensive role which requires an investment of time and effort into supporting another person’s clinical and professional development. Preceptorship helps new graduates make the transition from beginner practitioner to competent registered nurse by helping to bridge the practice / theory gap. It also supports experienced nurses make the transition into a new department or clinical specialty.
Preceptorship demands special qualities and is a responsibility which needs to be taken very seriously and conscientiously if the preceptee, preceptor and ultimately the organisation is going to benefit. The preceptor has the responsibility for:
Role Modelling:
- Demonstrating competent professional nursing practice and encouraging the preceptee to integrate clinical and professional practice.
- Demonstrating effective communication skills with the team and patients.
- Demonstrating knowledge of the patients in the clinical area, common clinical needs and frequently used clinical skills.
- Demonstrating patient centred care.
Skill Building:
- Developing a learning contract or similar incorporating the preceptee’s goals for skill acquisition to function at the expected level.
- Ensuring the preceptee becomes familiar with the core competencies of the work area.
- Adjusting teaching styles to match the learning styles of the preceptee.
- Creating learning opportunities, allowing for practice, repetition and self correction.
- Allowing the preceptee to focus on the steps of a skill with minimal distraction.
- Work with Clinical Nurse Manager (CNM) to arrange extra clinical time off the work area as applicable e.g. to visit theatres, clinic and/or clinical procedures.
Critical Thinking:
- Identifying previous knowledge and skills and using this as a base for setting achievable goals.
- Empowering the preceptee to think through problems / trouble shoot.
- Encouraging the preceptee to ask and answer questions.
- Creating an environment which facilitates learning and risk taking, allowing the preceptee to learn from mistakes.
- Offering regular constructive feedback.
- Having the ability to articulate the rationales for their practice.
Socialisation:
- Work with the team to welcome the new member to the institution and the work area.
- Ensuring the understanding of the social aspects of the ward / unit, unspoken rules, unit functioning, chain of command, resources etc.
- Orientating the preceptee to the place of work, introduction to team members, community of practice, team culture, rosters and annual leave etc.
- Promoting an environment of trust.
- Identifying other resource people to assist with learning.
The Preceptor is required to:
- Practice in accordance with the Vision and Values of the Tairawhiti District Health Board.
- Be familiar with the roles and responsibilities of both the preceptor and preceptee.
- Be familiar with equipment and policies in the area.
- Be aware of the familiarisation processes of the area.
- Have input into the performance evaluations of the preceptee, providing constructive feedback on the preceptee’s strengths and areas for improvement.
- Take responsibility to obtain skills and knowledge necessary to guide a preceptee.
- Be familiar with assessment and feedback skills and processes.
Person Specification
Credentials:
- RN (as per Nursing Council of New Zealand Scopes of Practice 2004) or RM (as per Midwifery Council of New Zealand Scope of Practice 2004).
- Current Annual Practicing Certificate in the registered Nurse Scope of Practice.
- Registration with the NCNZ "in good standing."
- Completed a preceptor training programme.
- Currently employed in a nursing / midwifery role at Tairawhiti DHB.
Knowledge and Skills:
- An ability to apply adult teaching and learning principles.
- Knowledge and understanding of concepts and application of preceptorship.
- Demonstrated commitment and willingness to support and encourage new staff through their role as a preceptor.
- Knowledge of the new graduate framework, toolkits and PDRP requirements.
- An ability to apply the principles of the Treaty of Waitangi to nursing practice.
- Effective communication skills including demonstrated ability in written and oral communications.
- Well established nursing or midwifery knowledge/practice.
- Respect for the wide diversity of nurses and midwives and the ability to recognise individual needs.
Personal Attributes:
- Evidence of positive role modelling.
- Able to work within timeframes.
- Plan and prioritise workload to support induction into the new workplace.
- Complete documentation to required standards.
- Provide constructive feedback.
- Problem solve and seeks resolution of issues as required.
Nurse entry to practice and expansion Programme Structure and Assessment
The programme is designed to support the transition from New Graduate Registered Nurse to Competent Registered Nurse. Whilst participants of the course will be working in specific clinical areas this course aims to underpin theoretical knowledge and concepts required for the development of sound clinical practice. Where possible problem solving methods will be used to explore and reflect on case scenarios covering a range of practice settings and thus develop a broad base of practice experiences.
The programme will be completed over a ten month period and has several requirements which each Graduate Nurse will need to achieve in order to successfully complete the programme. On successful completion of the programme TDH will award a certificate of achievement. Specific requirements of the programme are detailed below:
Clinical Practice
- Complete one ten month clinical placement in a practice setting.
- Complete area specific competencies/workbook
- Basic IV Certification (as applicable)
Study Days Mandatory attendance is required at the following
- Pohiri plus a three day orientation period
- Nine further study days which will be organised throughout the ten month period.
N.B: Absence from either of the above will need authorisation. In the event of the programme participant being unable to attend any of the above they should inform either the Clinical Nurse Manager (or equivalent) and the Programme Coordinator. It is their responsibility to seek out any information they may have missed in the course of the absence.
Professional Development and Assessment Process: Performance will be assessed throughout the ten month period. Feedback is crucial to the development process and remember: practice makes perfect! To be awarded a certificate from Tairawhiti District Health the programme participant will:
- Complete the ten month course. All absence will be monitored.
- Work within the Scope of Practice and within the policies and procedures of TDH
- Share a workload with a preceptor for a total of six weeks. This is the period of the course when they are supernumerary.
- Submit two exemplars – one at four months and one at eight months*
- Undertake a health promotion / quality improvement project.
- Present the project to an invited audience.
- Prepare a Professional Development and Recognition Programme portfolio (using Northern District Regional template) which will be submitted for assessment against the criteria for Competent Registered Nurse as determined by the Nursing Council of New Zealand*
- Undertake self assessments prior to clinical appraisals
- Receive two clinical appraisals*
* will be subject to assessment by the Programme Coordinator and /or PDRP assessors.
|
Assessment |
Date |
|
Complete 10 month course |
Monitored throughout programme |
|
Submission of exemplars. Must be handed in. |
|
|
Health Promotion Project / Quality project. |
Abstract due
Presentation
|
|
PDRP portfolio |
Submit for assessment 13/10/11 Must be handed in as per employment contract |
|
Self Assessment At 4 and 8months: |
|
|
Appraisals |
At 4 and 8 months: To be completed by the end of May & September 2011 |
Tairawhiti DHB will, in return, provide:
- A ten month fixed term contract of employment.
- Preceptorship during clinical placements.
- Organise and facilitate attendance at study days.
- Performance reviews as stated.
PEER REVIEWS AND APPRAISAL WRITING
Preceptors have often completed peer reviews but in recent times preceptors have also taken on writing on appraisal writing if they and competent and happy to do so and the task has been delegated to them.
It is important that an appraisal meeting be planned ahead of time as the new graduates have strict dates for having their self assessment and appraisals completed. It should focus on progress and achievements to date and should include a personal development plan with an agreed set of key results objectives or goals for the following year It is not about performance management and this should be dealt with a per the flow chart on page 14 The appraisal document is aligned to NCNZ competencies and as such provides 3rd party evidence which is particularly relevant for anyone submitting a portfolio for assessment under PDRP
Therefore it important that the comments made give good evidence to show how the new graduate achieves each competency.
Poor examples:
- Trinny is a good nurse (2.1)
- Susannah maintains her professional development by attending study days (2.9)
- Susannah is culturally safe (1.5)
- Trinny’s written documentation is accurate, concise and easy to read (2.3)
Good examples:
- Trinny is able to demonstrate her ability to communicate with members of the health care team for example in a recent discharge planning meeting she took the responsibility to lead the meeting and then followed up later with the MDT members to ensure the appropriate referrals had been made. She discuss the process with the patient and family (3.3)
- Trinny’s signature is legible and I note that she always puts the time and date of any documentation in patient’s clinical notes. Trinny is careful with case notes ensuring that they are kept away from the public domain within the unit and returned to the chart trolley when not in use (2.3)
- Susannah evaluates patient progress toward expected outcomes – an example of this is the use of pain scoring assessment tool - as per recommendations Susannah returns to the patient 15-20 minutes post administration to evaluate the effectiveness of the analgesia. (2.6)
In summary an appraisal should
- Should be precise, objective and factual
- Use non-judgmental language
- Focus on strengths, current areas for development and options/plans for the future
- Use examples – makes it easier for all
- May need to set an interim review date for follow up
- An appraisal should be a positive experience for both
- It ensures effective performance in the current role
- An opportunity to explore career development opportunities
- Assist is the deliver of an effective service
- An opportunity to develop and change
Here are some helpful ways to word appraisals or peer reviews
Examples of how to word statements for areas of improvement:
- Is developing….
- Requires supervision with…..
- Would benefit from …..
- Requires further reflection on ….
- Could consider further training / development in …..
- Requires ongoing support with …..
- Is aware of the need to …..
- Acknowledges own limitations in ……
- Recognises own knowledge gaps in…..and is seeking to address these by………
- Is learning to recognise…………
Competent level:
- ………seeks guidance and support with / by / through ….
- ………is becoming more confident with ….
- …… is developing knowledge / skills / the ability to……… which they have demonstrated by / through…...
- ………has developed the knowledge / skills / the ability to……… which they have demonstrated by / through…...
- ………has demonstrated the ability to…………. ………and is taking responsibility for……….. Which they have demonstrated by / through…...
- ………is able to manage / access / identify……which they have demonstrated by / through…...
- …..demonstrates increasing efficiency in………
- ………has consolidated his/her knowledge / skills relating to….. which they have shown by / through …
- …….is consolidating his / her knowledge relating to……which they have shown by / through …
- ………has demonstrated they are effective with / in………
- ………recognises and values…………. which they have shown by / through …
- ……..will ask for advice/ support / guidance / consult with….which has supported / advanced their practice / knowledge / skills by ……..
- ………has completed…….. Which has supported / advanced their practice / knowledge / skills by …….. OR and incorporates this into practice through / by………
- Is developing an awareness of ……….
Direction and delegation
This is a short summary on how direction and delegation should be carried out in practice this has been taken from the New Zealand nursing council guidelines June 2008. This is available on the nursing council website please make yourself familiar with the principles of direction and delegation and responsibilities of the registered nurse which are explained in the guidelines.
Definitions:
Direction – is the transfer of responsibility for the performance of an activity from one person to another with the former retaining accountability for the process and the outcome.
Direction – is the active process of directing, guiding, monitoring and influencing the outcome of an individuals practice. Direction is provided directly when the registered nurse is actually present, observes, works with and directs the person; direction is provided indirectly when the registered nurse works in the same facility or organisation as the supervised person but does not constantly observe his/her activities. The registered nurse must be available for reasonable access i.e. must be available at all times on the premises or immediately contactable by telephone (in community settings).
Here is a useful checklist that can be used to clarify the critical elements of the delegation decision making process.
The five rights of delegation:
1. Right activity
An activity that in the professional judgement of the registered nurse is appropriate for a specific client
2. Right Circumstances
Appropriate client setting, available resources, and other relevant factors considered.
3. Right person
Right person is delegating the right activity to the right person to assist the right client.
4. Right communication
Clear, concise description of activity, including its objective, limits and expectations.
5. Right direction
Appropriate monitoring evaluation, intervention, as needed, and feedback
(Adapted from the National Council of sate boards (1995) Delegation: Concepts and Decision - making Process).
Development Sessions
Development sessions between preceptor and preceptee are mandatory.
By the end of the 10 month programme you are required to evidence a total of 16 hours of development time with your preceptee. You should aim to set aside 2 hours per month to sit down together and use the time to review goals and objectives and perhaps practice skills where the graduate nurse feels less competent. You should negotiate this time with your Clinical Nurse Manager.
Evidence of these sessions will be needed by the programme coordinator please see attached template to record these meetings (page 22). The date and timing for the development sessions are negotiable between preceptor, preceptee and the Clinical Nurse Manager or equivalent.
Should this not occur two eight hour days have been prearranged to use 12/05/11 and 07/09/11. Please advise your CNM / Team Leader if you wish to access these days well in advance.
In addition the NETP/E nurse educator will meet at arranged times with the preceptor to discuss issues arising whilst carrying out the preceptor function.
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Important Dates for your diary:
Development Sessions:
1. Thursday 12th May 2. Wednesday 7th September |
Midwifery and Nursing Education Website:
The website was developed to enable access to education information for Midwives and Nurses from the Tairawhiti District Health region
The website address is www.taimned.co.nz
Information on the website includes a calendar of events and training scheduled during the year and there are multiple side bar links:
- PDRP – information plus workbooks which can be downloaded
- NET-P, NETPE – Copies of new graduate and preceptor handbooks and study day programmes
- Health workforce new Zealand – Information and Application forms
- Educational Links
- Professional Links
- Speciality Nurses – includes contact details, links to manuals e.g. wound care
- TDH Library
- Primary health – includes newsletters
- Midwives
There are some ‘elearning’ packages based within the Educational Link – these all provide the learner with a record of their participation and outcome. At this stage the tutorials are:
- Smith & Nephew wound care,
- Blood products and transfusion (ANZBTS)
- Diabetes Skills Framework
- Healthcare and the Treaty of Waitangi
- Smoking cessation
- NIKI syringe driver on line training
- National diabetes knowledge and skills framework
Bibliography
Rogers B R;(2003) Nurse Preceptor Programme Builder: Tools for a successful preceptor programme. HCpro, Inc
Russell T (2005) Bay of Plenty District Health Board Preceptor Programme. Professional Growth New Zealand
Flynn J P; Stack M.C (2006) The Role of the Preceptor: Springer Publishing Company
Canadian Nurses Association; (2004) Achieving Excellence in Professional Practice: A Guide to Preceptorship and Mentoring: Author
Close L, Catlin A (2005) Preceptor Handbook: Sonoma State University, Department of Nursing
New Zealand Nurse Educators Group (2006); Preceptoring for Excellence,: National framework for Nursing Preceptorship Programmes. A report to the Nurse Executives, Author
Colon T (2005); A guide to Mentoring in Healthcare and Other Models for Improving Staff Recruitment, Retention, Development and Ultimately the Quality of Patient Care: Advance Mentoring Inc.
Mannion J, Swarbrick C (2005) Preceptorship: the Right Start in Your New Post: Central Manchester and Manchester Children’s University Hospitals NHS Trust
Nursing Council of New Zealand (2003) Scopes of Practice, Wellington, Author
Nursing Council of New Zealand (2005) Standards for Nurse Entry to Practice Programmes: Wellington,
Nursing Council of New Zealand (2008) Guideline: Direction and delegation; Wellington
BOPDHB, PDRP. Resource for performance appraisals/ Peer reviews. Wendy Tustin – Payne, PDRP coordinator. 2007
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