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The Portfolio Audit Checklist
Think of your portfolio as an evidence file, not a diary. This checklist ensures your documentation can survive scrutiny: it is specific, triangulated (multiple sources), and mapped to professional standards.
1
Clinical Activity Evidence
Case logs with scope and complexity; procedural logs where relevant; clinic/ward exposure summaries; escalation and supervision evidence. Keep it clean and consistent—reviewers reward clarity.
2
Quality Improvement / Audit (closed loop preferred)
At least one well-documented QI or audit cycle. If time-constrained, use a micro closed-loop audit (see the One Weekend Audit Recipe) and present it with results and reflection.
3
Significant Events / Safety Learning
Document 1–2 meaningful learning events with: what happened, your role, what changed, and how you know it improved safety. Avoid blame; show systems thinking.
4
MSF (Multi-Source Feedback) + Patient Feedback (where required)
Ensure respondent mix is credible (clinical + admin + multidisciplinary). Summarise themes, choose one improvement target, and show follow-through.
5
CPD Strategy (not just certificates)
Present CPD as a plan: learning need → activity → reflection → change in practice. This is the difference between ‘attendance’ and ‘professional development’.
6
Reflections (bulletproof, professional)
Use a structured format: Situation → What mattered → What you did → What changed → What you’ll do next. Keep it patient-safe and professional—assume a third party may read it.
Global Nuance
UK: ARCP/revalidation tends to reward structured evidence and quality improvement. US: credentialing and board maintenance often revolve around CME, peer review, and quality metrics. Australia/Canada: CPD frameworks and workplace performance evidence matter—keep your file organised and outcomes-focused.
SourceDownload Portfolio Audit Checklist (Printable + Tracker)
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