Perspective allows you to streamline and simplify the process of identifying and addressing CPD needs in school, making it easier to enhance professional development, significantly saving time, and reducing administrative burdens.
CPD Needs can be added to performance reviews individually or in bulk, and staff can track and update these throughout the year.
CPD Needs can also be added directly underneath a target they may relate to.
Quick Steps
- Select Perf Mgmt
- Click See All Reviews
- Open a Draft or Active Review
- Click CPD Needs
- Click New CPD Need
Adding Individual CPD Needs
The reviewer or reviewee can add CPD Needs to a performance review inside the review itself.
The reviewer can add CPD when the review is in Draft or Active.
The reviewee must wait for the review to be Active.
Providing you have access to edit the performance review (depending on its status as mentioned above), you can add a new CPD by opening the review and selecting the CPD Needs tab.
Click New CPD Need, and the pop-up box will appear.
Fill in the details of your CPD need and upload any supporting attachments before clicking Save.
The CPD Need will then be embedded in your performance review.
Adding Individual CPD to a Target
To add CPD Needs to a target, open the target (you can do this via the PM review or your personal dashboard/homepage).
Please note: The CPD Needs tab will not be visible on your dashboard if you have no current CPD Needs.
Click on the CPD Needs tab and click Add New CPD Needs.
As you're inside a target, the fields here are more streamlined. Fill in the relevant details and click Add.
Please select the Add option before clicking Save. 'Add' embeds the CPD Need onto the target. If you do not click this, the CPD Need will not be stored.
If you need to upload attachments for this CPD, as it's linked to a target, you'd need to upload them to the Attachments tab within the target itself.
Bulk-Adding CPD Needs
Perspective allows you to insert multiple CPD Needs into staff reviews in one go, saving time and effort. If ten staff members attended the same course, you only need to add this once and can link it to all staff individually!
To bulk add CPD Needs, navigate to the Performance Management Dashboard. Click Add New and select Bulk CPD Needs.
You'll then be taken inside the page that allows you to insert the details of your CPD Need.
The Staff Members field allows you to select multiple staff to assign the CPD Need to. By default, every reviewee you have access to will automatically be selected in this list, providing their review is in the correct stage.
Please note that staff members may not appear on this list for one of the following reasons:
- They are not one of your reviewees
- Their review is not scheduled
- Their review is closing or closed
As the CPD Need is being added to performance reviews, the review must exist inside Perspective and not be closed. As such, you can only bulk-add CPD Needs to reviews in the Scheduled, Draft or Active stage. The system will outline the number of staff whose reviews aren't in the appropriate stage.
Once you have selected the relevant staff (you may need to go back and make sure performance reviews are in the appropriate stage first), you can begin to add the details of the CPD Need and upload any evidence.
Please note that any evidence attachments you upload will be visible to all staff you assign the CPD Need to.
When you are happy with the content, click Save & Add, then click Confirm on the resulting pop-up.
Your bulk CPD Needs will then be created and linked to the performance review for any staff member you specified.
SLT can download the CPD Needs Summary Report via the main Reports > Performance Management Reports area of the system. This will display all active reviews for the chosen academic year and the linked CPD Needs.
Updating & Editing CPD Needs
To update CPD Needs on a review, open the review and click the CPD Needs tab. Here, you will see a list of all CPD Needs.
To update your CPD, click Edit to make changes, and click Save & Update when done.
The Complete checkbox marks that CPD need as completed and allows you to write an Impact Statement.
To update a target-based CPD, locate the target on your personal dashboard and click the CPD Needs tab. Select the relevant CPD and make any required changes, before saving.