igem technical report option workshop wednesday 26 th october 2011

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IGEM Technical Report Option Workshop Wednesday 26 th October 2011

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Page 1: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

IGEMTechnical Report Option Workshop

Wednesday 26th October 2011

Page 2: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Purpose

To clarify for current and potential CEng and IEng applicants who do not have the exemplifying qualifications, what is required to achieve a successful Technical Report as part of their application for professional registration

Page 3: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Desired Outcomes• Understanding of the purpose and role of the Technical

Report in the professional registration process• Understanding of the IGEM Technical Report process and

the support available from the Institution• Understanding of the requirements for preparing and

delivering a successful Technical Report• Clarity on what Assessors expect of a Technical Report• Potential candidates to have a clearer view on how to draft

an appropriate synopsis• Potential candidates are able to judge whether the

Technical Report route is likely to be appropriate for them• Feedback suggestions to improve the ECUK/IGEM process

Page 4: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Time Programme Activity Led By

10.30 – 10.35 Welcome & Introduction Malcolm Howe

10.35 – 10.40 Route to membership Malcolm Howe

10.40 – 11.00 Exemplifying qualifications for CEng / IEng and options for applicants without them

Andy McPhee

11.00 – 11.20 Technical Report Option Requirements Malcolm Howe

11.20 – 11.40 Role of the Mentor and Mentee Paul Hurford / Paul Sinclair

11.40 – 12.00 Technical Report Synopsis and List of Contents Gordon Davies

12.00 – 12.30 Preparation of the Technical Report Geoff Lloyd

12.30 – 13.10 Lunch

13.10 – 14.00 Assessment of the Technical Report and IGEM approval process

Jim Sibley / IGEM

14.00 – 15.00 Questions and Answers on individual applications / issues

All Presenters

15.00 Summing up, feedback to IGEM and further IGEM assistance

Malcolm Howe

Approx 15.30 Finish

Page 5: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Introductions

Including:

• Brief resume of qualifications and experience

• What you would like from the workshop

Page 6: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Routes to Membership

Dr Malcolm Howe

Page 7: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Receive initial Membership enquiry

UKSPEC exemplifying qualifications?

Yes No

Technical report or other option?

Sufficient relevant experience?

Professional review process

ECUK registered member

Yes

Page 8: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

HND/Foundation Degree +Further Learning or B Eng

B Eng + Further Learningor M Eng

Non-engineering qualificationat or above S/NVQ Level 3

ProfessionalDevelopment

ProfessionalDevelopment

AssociateMember

MemberEng Tech

MemberC Eng

MemberI Eng

ProfessionalDevelopment

Associate

Entry Level Professional DevelopmentRequirement

Category/Grade of MembershipTechnical Report Preparation

ProfessionalDevelopment

ManagerMember

GNVQS/NVQ 3/4 or Equivalentin Engineering Subject

TechnicalReport

S/NVQ 1/2 or Equivalent inEngineering subject

Student

No qualifications

ProfessionalDevelopment

ProfessionalDevelopment

ProfessionalDevelopment

TechnicalReport

TechnicalReport

TechnicalReport

Eng TechRoute B

Eng TechRoute B

Eng Tech Route B

Page 9: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Exemplifying Qualifications for CEng and IEng

Andrew McPhee

Page 10: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Exemplifying QualificationsCEng

An accredited Bachelors degree with honours in engineering or technology (3 years full-time or 4 years with a work placement)

Plus

Either an appropriate Masters degree accredited by a professional engineering institution, or appropriate further learning to Masters level

Or An accredited MEng (4 years full-time)

Page 11: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Exemplifying Qualifications

Please note:

Accredited degrees are listed on the Engineering Council website

National Recognition Information System, NARIC UK, makes formal ‘academic’ assessments of non-UK degrees and other qualifications

Qualifications hold their historic accreditation values

Page 12: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Exemplifying Qualifications

Similar arrangements apply to IEng

An IEng accredited Bachelors or honours degree in engineering or technology

Or

A Higher National Certificate or Diploma or Foundation degree, plus appropriate further learning to degree level

OrAn NVQ4 or SVQ4 which has been approved for the purpose by a licensed engineering institution

Page 13: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Examples of Exam Questions from Exemplifying

Qualifications

Copies available on table

Page 14: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Options for Applicants without Exemplifying Qualifications

Candidates who do not have the exemplifying qualifications must clearly demonstrate they have achieved the same level of knowledge and understanding as those with exemplifying qualifications.

What are the options?

Page 15: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Options for Applicants without Exemplifying Qualifications

•Taking further qualifications (top up)

•Completing appropriate work-based or experiential learning

•Writing a Technical Report, based on the candidate’s experience and demonstrating his/her knowledge and understanding of engineering principles and their application

Page 16: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Technical Report Option

Dr Malcolm Howe

Page 17: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Candidates should:• Have completed appropriate initial professional

development; and• Have exercised engineering responsibility

commensurate with Registration as a Chartered or Incorporated Engineer

• Have one of the following qualifications and/or have experienced a period of relevant engineering experience in posts of increasing responsibility to the appropriate level

What are the specific requirements for the Technical Report?

Page 18: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

What are the specific requirements for the Technical Report?

CEng:• BEng (Hons) accredited engineering degree plus relevant experience (in lieu of a formal period of further learning)

• Relevant HND/HNC plus relevant experience

• No relevant qualifications plus substantial relevant experience

Page 19: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

What are the specific requirements for the Technical Report?

IEng:

• Relevant HND / HNC / NVQ Level 4 plus relevant experience (in lieu of a formal period of further learning)

• No relevant qualifications plus substantial relevant experience

Page 20: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Role of the Mentor and Mentee

Paul Hurford

Paul Sinclair

Page 21: IGEM Technical Report Option Workshop Wednesday 26 th October 2011
Page 22: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Mentoring Relationships

Follow a life cycle:

• Rapport building• Setting direction• Making progress• Winding down

Page 23: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

The Role of the Mentor

• Communication• Organisation• Location• Flexibility• Manage Expectations• Feedback

Page 24: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

The Role of the Mentor

• Test• Fearless• Change management• Know your limits• What makes a successful mentor?• Benefits/What’s in it for me?

Page 25: IGEM Technical Report Option Workshop Wednesday 26 th October 2011
Page 26: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Common Areas that Mentors overlook

– Commercial Acumen – generally– Depth of Engineering knowledge required

for Chartered Membership, particularly via the Technical Report route.

– Applying creativity.– Team/Section Management.– Environmental Practice/Knowledge required.– The role of the Institution.

Page 27: IGEM Technical Report Option Workshop Wednesday 26 th October 2011
Page 28: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

My Stages of Membership

Paul Sinclair

• IGE- IGEM route• 1990 - 1994: Associate Member IGE• 1994 - 1999: IGE Engineering Technician • 1999 - October 2011: IGEM Incorporated Engineer • My initial C Eng application to IGE 2006. • My academic shortfalls

Page 29: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

HND/Foundation Degree +Further Learning or B Eng

B Eng + Further Learningor M Eng

Non-engineering qualificationat or above S/NVQ Level 3

ProfessionalDevelopment

ProfessionalDevelopment

AssociateMember

MemberEng Tech

MemberC Eng

MemberI Eng

ProfessionalDevelopment

Associate

Entry Level Professional DevelopmentRequirement

Category/Grade of MembershipTechnical Report Preparation

ProfessionalDevelopment

ManagerMember

GNVQS/NVQ 3/4 or Equivalentin Engineering Subject

TechnicalReport

S/NVQ 1/2 or Equivalent inEngineering subject

Student

No qualifications

ProfessionalDevelopment

ProfessionalDevelopment

ProfessionalDevelopment

TechnicalReport

TechnicalReport

TechnicalReport

Eng TechRoute B

Eng TechRoute B

Eng Tech Route B

Page 30: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Mentor and Me

Mentor engagement 2006 (Colin Higgins)

Starting my MSc in 2006 attainment in 2008 

Attempted my synopsis April 2007

Synopsis accepted in January 2008 

Mentee not meeting time scales

Page 31: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Conclusion• Going forward without a mentor• Synopsis approved - January 2008• 2008 IGEM trained Mentor• Technical Report started - January 2008• Final Technical Report submission - January 2011 (No

formal Mentor)

• Pre-Interview - May 2011 Including some coaching (Mentoring)

• Technical Report Interview – July 2011• Professional Review Interview – October 2011• Elected as a Chartered Member – 10th October 2011

Page 32: IGEM Technical Report Option Workshop Wednesday 26 th October 2011
Page 33: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

The Technical Report

Gordon Davies

Page 34: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Synopsis for the Technical Report

• Description of the project

• Demonstrating the candidate’s personal role and responsibility in the project

• Demonstrating the candidate’s personal understanding of underlying scientific and engineering principles and their application in the project

Page 35: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Template for Preparing the Synopsis

Part 1: Contents ListPart 2: Project Idea Statement: -

- I will demonstrate my knowledge and understanding of the engineering principles for this project by … etc.

Part 3: Personal Role Statement: -- I will describe my personal role and responsibilities in the project at the grade of my application, i.e CEng or IEng level … etc

Part 4: Academic Level Statement: -- I will demonstrate my knowledge and understanding of the project to MEng or equivalent level for CEng and to BEng level or equivalent for IEng by … etc

Page 36: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

KEY

To indicate how you will demonstrate your understanding of scientific and engineering principles commensurate with the level of

qualification required for the grade of membership being applied for

Page 37: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Synopsis and Technical Report examples are

available on the table

Page 38: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Preparation of the Technical Report

Professor Geoff Lloyd

Page 39: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Different Kinds of Reports

Reports come in many different shapes and sizes. Their primary function is to:

• Inform• Pursuade• Recommend

Page 40: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Five cardinal principles underpin clarity of style and presentation, namely:-

• Accuracy• Clarity• Simplicity• Logical Development• A pleasing physical appearance of the report

as a whole

Page 41: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Model for the Research Report• Title Page• Declaration• Abstract• Acknowledgement• Contents Page• List of Tables• Introduction, Aims and

Objectives of Research• Literature Review

• Research Methodology• Main Findings and

Analysis• Discussion• Conclusions• Recommendations

(and further research)• Bibliography

(reference section)• Appendices

Page 42: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Use of Footnotes in a Report

Registration with CORGI was voluntary at first, where Gas Installers could join to gain support and information on standards, legislation and

show their customers they were associated with the growing CORGI brand. Registration with Gas Safe is now compulsory for anyone wishing to

attempt work on gas applicances and gas installations.

Page 43: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

`I regret however that the Survey Officer who is responsible for the preliminary investigation as to the technical possibility of installing a telephone at the address quoted by any applicant has reported that owing to a shortage of a spare pair of wires to the underground cable (a pair of wires leading from the point near your house right back to the local exchange and thus a pair of wires essential for the provision of telephone service for you) is lacking and that therefore it is a technical impossibility to install a telephone for you at……’

‘I regret to inform you that we are unable to install a telephone without considerable expense because there is no cable connecting your home to the main underground network and the local exchange’

Page 44: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

‘ I recorded basic information on how they used the tool in terms of the stroke, height and any force they applied. The data was recorded through observation and a stopwatch, so I took then sample times and I calculated the median value to prevent any distortion from the average.’

‘Basic information as to how the tool in terms of the stroke, height and any force that was applied was through observation and by using a stopwatch. In total, ten sample times were taken and the median value calculated thus minimising any distortion from the average values.’

Page 45: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Preparation of the Technical Report

As simple as ABC • Accuracy• Brevity• Clarity

Page 46: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

ChecklistHave I kept to the original topic and covered all the main points?Have I gone into sufficient depth to demonstrate

that I understand the underlying engineering principles

and can apply them in a rigorous and logical manner?Are the points that I make relevant to the topic,

argument or outcome?Have I supported my themes, calculations and

arguments adequately by using relevant theory, examples and references?

Have I set out my thought processes, what decisions I made and why?

Page 47: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Checklist Continued…

Have I set out my thought processes, what decisions I made and why? Have I acknowledged all sources and references?Have I written clearly?Have I remained within the word count?Have I completed the authenticity statement to the papers?

Page 48: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Lunch Break

Page 49: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Assessment of the Technical Report And

Approval Process

James Sibley

IGEM

Page 50: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Assessment Criteria

• Technical Skills• Theoretical knowledge• Summative• Formative • Innovation and ideas development• Research background• Career appraisal

Page 51: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Technical Report Interview

• Candidate submits completed application and Technical Report

- Was it reviewed by the Mentor?- Does it meet the objectives set out in the agreed synopsis?

• Two Assessors appointed by IGEM- May include an Independent observer

• Initial review of Technical Report- Preliminary score given (Scoring discussed later)

• IGEM arrange Technical Report Interview if report deemed acceptable

Page 52: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

The Interview

• Two trained Assessors- an independent observer may also attend

• Normally 1 - 1½ hours

• It is an academic test but informal- So try to relax!

• The Assessors have already deemed your report acceptable - It’s about showing you can communicate and you understand what you have written

Page 53: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

The Interview

• Give a brief overview of your report and put it into a broader context (15 mins)

• Remember the Assessors want to establish that you understand and know about engineering principles relevant to your report

• Interview conclusions – Your opportunity to ask questions and clarify any points

• After the interview, Assessors complete scoring sheets

Page 54: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Methods of Assessment

4 Assessment Criteria UsedA.Structure of report, creativity and referencing

B.Written expression, definition, style, presentation and readability

C.Evidence of theory and application of engineering principles to Bachelor level (IEng) or Masters level (CEng)

D.Ability to handle issues and draw conclusions

Page 55: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

ScoringA. Structure of report, creativity and referencing

1. Lacks structure, addresses topic in a limited manner, referencing inaccurate or incomplete.

2. Addresses the topic with some evidence of structure, some referencing and evidence of flair.

3. Addresses the topic in logical and structured manner, accurate research referencing and creativity demonstrated.

4. Clearly addresses the task in a structured and logical manner, good support documentation, highly creative.

Page 56: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

B .Written expression, definition, style, presentation and readability

1. Meaning not always clear, lacks focus, presentation does not meet requirements.

2. Meaning and text reasonably clear, does not always make the point, evidence of logical style, presentation satisfactory.

3. Meaning clear, illustrated frequently in a logical manner, well presented and finished.

4. Meaning clear and fluent, originality in thought and expression, high standard of presentation.

Page 57: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

C. Evidence of theory and application of engineering principles to Bachelor level (IEng) or Masters level

(CEng)

1. Limited evidence of background knowledge and understanding, poor supporting theory, errors and inaccuracies, weak application.

2. Evidence of subject knowledge and understanding, no significant errors, limited development of theory, understands principles.

3. Adequate to good arguments and points, demonstrates understanding, no significant errors, good application.

4. Comprehensive development of ideas, clear evidence of understanding with sound application of principles.

Page 58: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

D. Ability to handle issues and draw conclusions

1. Superficial relevance and limited comprehension, errors in judgments and misleading summary.

2. Some relevant issues are identified and discussed, shows comprehension, no significant errors or omissions, some conclusions drawn.

3. Relevant issues and problems identified and discussed with some analysis, good summary of lessons learned.

4. Relevant issues and problems identified and discussed with some analysis and synthesis, action plan identified.

Page 59: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Scoring

Scoring system is used twice

(a)Pre-Interview and (b) At Interview

(a) Assessors will make an initial assessment for each of the criteria A to D, based on the Technical Report

If the overall score is less than 8 the candidate is normally asked to revise and re-submit.

Page 60: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

(b) At Interview

Second assessment of criteria C & D made

Applicants should normally score at least two 3’s and two 2’s (Total 10), including at least one 3 in C or D

Successful applicants are invited to proceed to Professional Review Interview(N.B Not undertaken by the TR Assessors)

Page 61: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

IGEM Approval Process

IGEM

Page 62: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

IGEM Approval Process

• Submit a completed corporate application form and a 500 word synopsis including a contents list• Synopsis submitted to Academic Panel for approval• Word limit of full Technical Report advised• Prepare Technical Report and submit• Two IGEM Assessors appointed• Approve Technical Report?

- Assess Technical Report- Attend Technical Report Interview

• Now meets qualification requirements!

Page 63: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Arbitration and Appeals Procedure• Appellant

- Written notice of intention within 4 weeks of receipt of notification

• IGEM- Membership Staff explain procedure of what constitutes grounds for appeal and request appeal fee of £30

• Appellant- Within a further 4 weeks, written statement of grounds for appeal and supporting statements from sponsors

Page 64: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

• IGEM- Membership Staff refer the case to CEO - CEO conducts investigation and refers the case to

Council- Council sets up an Appeals Panel of 2

experienced members not on the Membership Committee & not on the original Professional Review Panel

- Panel review case and may interview candidate- Panel report the recommendation to Council- Council make a final decision

Page 65: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

• IGEM Decision– CEO conveys decision to

• Candidate• Membership Department• Membership Committee

• Apellant– Appeal successful – fee refunded & standard application

route– Not successful – fee retained

Page 66: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Technical Report Clinic

Questions & Answers

Break out Groups

Individual discussions as necessary

Page 67: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Workshop Review & Feedback

Page 68: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Purpose

To clarify for current and potential CEng and IEng applicants who do not have the exemplifying qualifications, what is required to achieve a successful Technical Report as part of their application for professional registration

Page 69: IGEM Technical Report Option Workshop Wednesday 26 th October 2011

Desired Outcomes

• Understanding of the purpose and role of the Technical Report in the professional registration process

• Understanding of the IGEM Technical Report process and the support available from the Institution

• Understanding of the requirements for preparing and delivering a successful Technical Report

• Clarity on what Assessors expect of a Technical Report• Potential candidates to have a clearer view on how to draft

an appropriate synopsis• Potential candidates are able to judge whether the

Technical Report route is likely to be appropriate for them• Feedback suggestions to improve the ECUK/IGEM process