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Page 1 The online Professional Learning and Development (PLD) system User guide for PLD leads Part 2: The PLD journey Version 1, third release, July 2020

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Page 1: The online Professional Learning and Development (PLD) system …… · 2020. 7. 10. · PLD journey with your facilitator(s) to help plan the next steps in your PLD delivery. Under

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The online Professional Learning and

Development (PLD) system User guide for PLD leads

Part 2: The PLD journey Version 1, third release, July 2020

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Contents

Background 3

Purpose 3

Further support 3

Logging on to the online PLD application system 4

PLD allocation notification 5

Choosing a facilitator 5

Creating your PLD journey 8

Submitting your PLD journey 16

Planning and monitoring your PLD 16

Creating your initial PLD plan 17

Creating your milestone report 20

Creating your final report 23

Submitting draft report 25

Glossary 28

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Background

The Ministry of Education funds locally-focused Professional Learning and

Development (PLD). Locally-focused PLD aims to build greater equity and

excellence for learners in a small number of national priority areas.

It is allocated locally, and the decisions are made by a sector-led regional Area

Allocation Panel (AAP). This gives schools, kura, clusters and Kāhui Ako

access to PLD that is tailored to their needs.

There are up to four opportunities a year (once a term) for schools, kura,

clusters and Kāhui Ako to apply for this funding. Submitted proposals are

considered in the next available round by their regional AAP.

Allocations are based on a combination of need, how well the proposal

demonstrates a robust inquiry process, and how the PLD requested will

contribute to it.

Approved proposals are allocated a set number of hours. Schools, kura, cluster,

or Kāhui Ako will use these hours with facilitators from the list of Ministry of

Education-endorsed PLD providers. Schools, kura, clusters and Kāhui Ako

choose a facilitator (or facilitators) from a pool of over 800 expert facilitators.

Purpose This user guide takes you through the online PLD application system from

creating the PLD journey to submitting a milestone report. Also refer to User

guide for PLD leads, part 1: how to apply, which explains the application

process and how to apply.

Further support

You will find more information and support on the PLD website:

https://capability.education.govt.nz/.

If you have any remaining queries on using the online PLD system, please

contact your Regional Office or email [email protected].

Regional Office contact information is available on the Contact Us page on the

PLD website.

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Logging on to the online PLD application system Logging on using ESL

As a PLD lead for a school, kura, cluster or Kāhui Ako you will log on using your

Education Sector Logon (ESL). The ‘Delegated Authoriser’ for your school, kura,

cluster, or Kāhui Ako will be able to allocate ESL access to the online PLD system.

Find information on obtaining your ESL and obtaining permission to use the online

PLD system here [http://services.education.govt.nz/education-sector-

logon/access/school-sector/].

You can access the online PLD system through the PLD website.

Enter your ESL username and password.

Tip: The online PLD system works best if you use Google Chrome.

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PLD allocation notification Notification of an allocation

Once a PLD proposal has been approved and you are allocated PLD hours,

you will be notified of this decision. The status ‘Approved’ will also be

displayed in your proposal on the online PLD system.

You will need to choose a facilitator(s) in the online PLD system. It is

recommended that you contact your preferred facilitator(s) to discuss your

PLD and their availability before completing this step in the system.

The PLD provider will be notified of an allocation of PLD hours once you

allocate a facilitator in their organisation through the online PLD system.

Choosing a facilitator

Click on ‘Choose facilitator’.

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Search for the preferred facilitator that has agreed to work with you on your proposal and click ‘Add’ to select the facilitator. Note that you can add multiple facilitators across different organisations.

Once you have selected your preferred facilitator, allocate the hours that have been agreed between the school and PLD facilitator(s). Note this could be all of the allocated hours if you are working with one facilitator, or percentages of the total allocated hours where there are multiple facilitators.

Click Save once you have allocated your hours and selected your preferred facilitator.

Tip: When searching your facilitator, click ‘enter’ to automatically generate your

facilitator search. The magnifying glass will not help to generate searches.

Remove allows you to remove

your selected facilitator if you have included them as an error.

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Submitting allocation of facilitator for approval

Click on ‘Allocation-######’ to review a summary of your facilitator and the allocated hours.

You can also click ‘View all’ to display a full list of facilitators who have been allocated to your proposal.

Review all the information relating to your allocation proposal. You can edit any information by clicking on the pencil icon.

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Once you are satisfied with the allocation, return to your proposal. On the top right of the page, click ‘Submit Allocations’ to submit the allocated hours.

When the allocation has been submitted it will automatically be sent to the National PLD team to process a Statement of Work.

Creating your PLD journey

Now that you have selected your preferred facilitator(s), you may now begin your PLD journey with your facilitator(s) to help plan the next steps in your PLD delivery.

Under your proposal, click on The PLD Journey – planning your PLD to begin the process.

Follow will allow you or

whoever you have added to the proposal, to be notified of all actions/changes to the proposal.

Create Change Request will allow you

to request a change to your proposal to the National office after it has been submitted.

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Introduction screen

You will see an introduction screen. This will outline the purpose of your theory of change.

Click ‘Next’ to start adding the content to your theory of change. Note that all the relevant information you have entered into your proposal will pre-populate in to your PLD journey and can still be edited.

Opportunity

Outline what you want to achieve with this PLD. You can include any additional information to help build your PLD journey. You are able to proceed to the next step if the pre-populated information is still relevant.

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Evidence

Include any further information around the need for your PLD and what evidence you are providing that the PLD will support your growth and journey.

Short-term outcomes

Include any additional information about:

o how you will measure the success of your PLD

o the contribution of skills to help support your theory of change.

Tip: To return to the previous stage of the proposal process, select the button.

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Based on your previous answer, you will then be required to provide four knowledge areas that you would like to improve on during your PLD.

Include up to four practice areas that your PLD will help to improve your school needs.

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Long-term outcomes

This is the final section of your theory of change. Please use this section to include any additional information on how your PLD will contribute to equitable growth across your ākonga and students.

Explain how you might consider long-term shifts in teaching, leadership and school practices.

Explain how you might consider ākonga and student progress from this PLD.

Include any additional information on how you intend to gather this evidence to support your PLD.

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Before submitting your PLD journey, upload any documents that will help to

support it. A variety of file formats are supported, including Word, PowerPoint,

Excel, PDF, JPEG, PNG, AVI, MKV, MP3/MP4, WMV and MOV files. These

should be less than 5MB.

Note that Google docs are not a supported file format and cannot be attached.

Click ‘Next’ to submit your theory of change.

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Summary page

The summary page shows all the information you have provided.

You can make any final changes on this page before submitting your PLD journey by clicking on the pencil icon.

L

TOC-###### in the top left corner is your PLD Journey code. This is the

code that the online PLD system uses to track the PLD journey you have created.

Submit PLD Journey sends your PLD

journey to the National PLD Team to be reviewed and moderated.

PLD Journey Dates will be pre-

populated with milestone dates showing when each report is required to be submitted.

Status allows you to check

the current status of your PLD proposal. It will change from ‘Draft’ to ‘Submitted’ when you successfully submit it to the National PLD office.

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To upload files in the Files section, click on the “Upload Files” button and follow the prompts. Note that additional files are not compulsory for a Theory of Change.

Google docs are not a supported file format and cannot be attached.

Create Change Request if you

need to make any changes to a previous application that has been sent to the National PLD. office.

Plan and Monitor PLD will allow

you to plan and submit milestone reports when due.

Drop-down function

allows you the choice to edit, clone and change your theory of change.

All submitted milestones, change requests and capability assessments will

be displayed as a record here.

All files uploaded

during your PLD journey will be displayed here. Any additional files to support your PLD journey can also be uploaded here.

Follow allows you to receive

updates on a proposal.

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Submitting your PLD journey

When you are happy with your PLD journey select ‘Submit PLD Journey’.

The proposal status will change from ‘draft’ to ‘submitted’ to show it has been

successfully submitted to your National PLD team for review.

Planning and monitoring your PLD

Throughout the duration of your PLD, you will need to work with your facilitator(s) to

complete each milestone report to review the progress and plan the next steps. The due

date for each milestone will be displayed on your PLD journal under ‘PLD journey dates’.

Creating a milestone report

Now that you have completed your PLD journey with your facilitator(s), you may now begin your milestone reports.

In the PLD journey overview page, click on ‘Plan and Monitor PLD’.

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Choose the report type that you wish to create a milestone report for. This will be dependent on the journey of your PLD. The three options are: initial PLD plan, milestone report, or final report.

Creating your initial PLD plan The initial PLD plan will define how you intend to plan your PLD, and the progress activities that will be planned to achieve intended PLD outcomes.

Activities

Explain the broad activities that you and your facilitator will work to undertake to achieve your PLD outcomes.

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Six-month plan

Explain how many hours you will be using during the first 6 months. This will be discussed with your facilitators and planned dependent on the allocation of hours.

Facilitator plan

The facilitator that you have allocated will be displayed in the top.

Record the amount of hours that you will be using with your facilitator, and the activities that will be undertaken over the first 6 months.

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Click ‘Next’ to save your entry. This step will be repeated for each facilitator that is allocated to this proposal. Each facilitator allocated will be displayed at the top.

Submitting your initial PLD plan

A screen will appear allowing the option to click on a link to review your report

or to click ‘Finish’. Selecting either of these will take you through to the summary page.

On the summary page, you will be able to make any final changes before submitting your initial PLD plan. Once you are happy with what has been drafted, you can submit the report by clicking ‘Submit PLD Plan’. This report will be sent to the National Office PLD team.

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A pop-up will appear on the screen to confirm that this has been submitted successfully. The PLD plan will be sent to the National Office PLD team.

Creating your milestone report

The milestone report needs to be submitted by the required due date. Note that milestone reports must be completed before relevant payments can be processed.

To access the milestone report, please refer to the ‘Planning and Monitoring your PLD’ section above, and select ‘Milestone Report’.

When creating a milestone report, you will see the following introduction screen outlining the purpose of your report. Click ‘Next’ once you have reviewed your information.

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Six-month plan

Dependent on your Initial PLD Plan, record how many hours have been used with your facilitator.

Explain the growth and development change in practices that you have noticed in the past 6 months

Explain how you will plan your next steps with hours that will be used and activities for the first 6 months.

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Facilitator plan

The facilitator allocated to your proposal will be displayed at the top.

Record the amount of hours that you will be using with your facilitator, and the activities that will be undertaken over the next 6 months.

This step will be repeated for every facilitator allocated to your proposal.

Completing your milestone report

A screen will appear the options to click the link to review your report or to click ‘Finish’. Selecting either of these will take you through to the summary page.

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On the summary page, you will be able to make any final changes before submitting the report. Once you are happy with what has been drafted, click ‘Submit Milestone Report’. This report will be sent to the National Office PLD team.

Creating your final report

The final report is the final milestone to submit to report on the overall delivery of your PLD journey and the achievements and progress that has been developed in your school as a result of your PLD.

Opportunity

Explain the differences that you have noticed to the original opportunity that you have identified. The content you provided in your PLD journey related to Opportunity will pre-populated here to give you guidance to help frame your response.

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Long-term outcomes

Explain how you have observed progress as a result of your PLD. The answer you provided relating to outcomes will be pre-populated to give you guidance to help frame your answer.

Click on ‘Upload files’ to attach any support documentation to support your PLD progress.

Submitting your final report

A screen will appear with the options to click the link to review your report or to click ‘Finish’. Selecting either of these will take you through to the summary page.

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On the summary page, you can make any final changes before submitting your report. Once you are happy with what has been drafted, submit the report by clicking ‘Submit Final Report’. This report will be sent to the National Office PLD team.

Submitting draft report

Once you have created your reports these will be visible under the milestones view in your PLD journal.

All milestones reports will be coded with ML-######. Click on the MIL-###### to view the details of your milestone report.

You can make any final changes on the summary page before submitting your milestone report.

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The summary page shows all the information you have provided.

Click on the pencil icon to make any edits to any information that you have made to your milestone report.

There will also be a milestone facilitators section which will allow you to edit and review the hours you have used with each facilitator and activities that have occurred throughout your PLD journey.

You may also upload any final documentation to support your PLD progress by using the ‘Upload files’ option. Note: Google docs are not a supported file format and cannot be attached.

Status will change from draft to

completed once you have submitted your milestone report

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Once you are happy with your milestone report, click ‘Submit Milestone Report’ to send your milestone to the National PLD team for review.

The following notification will appear to confirm that your milestone report has been successfully submitted to the National PLD Office Team.

The status will be updated to ‘Completed’ in your milestone reports once you have submitted your milestone report.

Next Steps

Change Owner will allow you to

change the PLD lead and change ownership of your PLD journey.

If you have reached your final report and would like to continue on with your PLD journey, in the same or different area, you can reapply.

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Glossary

Allocation number – seven-digit code given to an allocation e.g. Allocation-0000067

Change request – a request, made through the system, to the National Office team for changes to your PLD. A change request can be made at any time during the PLD planning or delivering. It can be raised by your PLD lead and PLD provider when a change is needing to be made to a Statement of Work or allocation.

Final report – the final milestone that reports on the overall delivery of your PLD journey and the achievements and progress that has been developed in your school as a result of your PLD.

Initial PLD plan – a plan that will define how you intend to plan your PLD, and the progress activities that will be planned to achieve intended PLD outcomes.

Milestone report (previously called ‘responsive feedback report’) – a report that outlines the progress of your PLD.

Milestone report code – six-digit code given to each milestone that has been submitted e.g. MIL-000159

PLD journey – a section of the proposal where you will need to go into more detail around set goals and outline how your school and facilitator will measure the success of your PLD journey.