New WPBA Developments

The WPBA group as one of its ongoing key objectives is to review and improve the current tools we use to assess GP trainees in the workplace. These changes most commonly arise as a result of feedback from educators and trainees but also to comply with the GP curriculum and GMC requirements.

The following will be kept updated with our changes as and when they arise.


The ESR is changing in three ways. The number of action plans required by both the trainee and ES is being reduced. The trainee needs to write three action plans linked to the competences for each review. These can be edited by the ES if required and the ES can add two further action plans if required. All the actions generated by the trainee in ‘suggested actions’ and all the trainer ‘agreed actions’ will be summarised in a single table against the competency headings, producing a succinct plan for the trainee to use.

The ES process and meeting will mirror the process used for post-CCT GPs, and trainees will be expected to propose PDP areas for their next 6 months (or year if they are approaching CCT and their next appraisal will be as a qualified GP) with the ES helping to improve, make SMART and finalise the suggested PDP areas.

It is still expected that the trainee will produce other entries to reflect their learning needs throughout their training.

The ESR will be released to view after the ES has completed the review rather than when the trainee accepts it. If they don’t accept it, trainees will have the option to comment on it, but this will not delay its release.

For guidance on these changes follow the links below:

PLEASE NOTE: Currently the revised PDP forms are only visible if your ESR was created after the 30th November. For now please use the existing form for your ESR. The PDP will update for all users early in the new year.  Sorry for any confusion and thank you for your patience.


General Practice has evolved, and more and more consultations are being carried out by phone. Different skills are needed to carry out a consultation safely and appropriately on the phone from those needed for face-to-face consultation.

The Audio-COT form that has been developed would be expected to be used for at least one COT in ST3, and further ones would be encouraged. A total of three Audio-COTs can contribute towards the overall total of COTs required in ST3.

Audio-COT would not be expected as part of the minimum numbers of COTs in ST1, but if the trainee wished to complete an Audio-COT this could count towards one of the total COTs / MiniCEXs required in ST1 and also in ST2.

The audio-COT guidance, assessment form and consent form can be seen below. A series of podcasts will also soon be available on the website.

Leadership MSF

The GMC (and others) place an increasing emphasis on Leadership. The WPBA group has developed a Leadership MSF, and the expectation is that this will be incorporated as part of the ePortfolio after a final trial being carried out this summer. The lead GP School for the trial is East of England.

Clinical Supervisor's Report

The CSR in its current format is being reviewed and an alternative version is being piloted. This includes reducing the length of the report, having obvious links to the questions and the capabilities being tested, facilitating more written feedback and giving trainees an optional box to comment on the report should they wish. More information will be made available once the pilot is complete.


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