Foundation Programme Portfolio Success using Notes Foundation Programme Portfolio Success using Notes

Foundation Programme Portfolio Success using Notes

Brad Fallon Brad Fallon

Introduction

The Foundation Programme portfolio can feel overwhelming — not because it’s complicated, but because evidence is gathered over time, across many different situations.

Notes is designed to help you stay on top of this by giving you a clear, structured way to capture evidence as it happens, rather than scrambling to remember it later.

This template uses 13 Notes, one for each Foundation Programme portfolio objective. Each note acts as a living checklist of the best evidence you can collect for that objective throughout the year.

The aim is simple:
capture evidence little and often, in one place.


How this template works

For each Foundation Programme objective:

  • Create one sticky note in Notes

  • Name it clearly (e.g. FP Objective 1)

  • Add a label matching the objective (e.g. FP Objective 1)

  • Use a checklist to track strong pieces of evidence

  • Aim for 5 pieces of evidence per objective

  • Each SLE can be mapped 3 times so 8-10 SLEs across the year as a minimum.

You can then filter Notes by objective to quickly see:

  • what evidence you already have

  • what gaps still need filling


FPC 1: Clinical assessment – Accurately assess a patient’s needs in acute, non-acute, or community settings.

Label: FP Objective 1

Example checklist items (best evidence types):

  • DOPS

  • Mini-CEX

  • CBD

  • Reflection 

  • PSG


FPC 2: Clinical prioritisation – Recognise and manage patient deterioration (physical and mental health)

Label: FP Objective 2

Example checklist items (best evidence types):

  • DOPS

  • Mini-CEX

  • CBD

  • Reflection

  • End CS Report (R1)


FPC 3: Holistic planning – Create patient-centred treatment plans that cover physical, psychological, and social needs.

Label: FP Objective 3

Example checklist items (best evidence types):

  • CBD

  • Mini-CEX

  • Reflection

  • PDP (R1)

  • TAB


FPC 4: Communication and care – Communicate effectively with patients and families about diagnosis and treatment.

Label: FP Objective 4

Example checklist items (best evidence types):

  • Mini-CEX

  • Reflection

  • DTC

  • PSG

  • TAB


FPC 5: Continuity of care – Safely hand over care to the multidisciplinary team.

Label: FP Objective 5

Example checklist items (best evidence types):

  • CBD

  • Mini-CEX

  • Reflection

  • Reflection

  • End CS Report (R2)


FPC 6: Care for the acutely unwell patient – Manage patients with acute medical or psychiatric conditions.

Label: FP Objective 6

Example checklist items (best evidence types):

  • DOPS

  • Mini-CEX

  • CBD

  • Reflection

  • PSG


FPC 7: Leadership and teamworking – Show effective teamwork and leadership.

Label: FP Objective 7

Example checklist items (best evidence types):

  • LEADER tool

  • Reflection

  • TAB

  • End ES Report (R1)

  • Teaching hours


FPC 8: Patient safety and quality improvement (QI) – Contribute to safety and engage in QI projects.

Label: FP Objective 8

Example checklist items (best evidence types):

  • QIP

  • SCRIPT module

  • Reflection

  • PSG

  • End ES Report (R2)


FPC 9: Safeguarding vulnerable patients – Recognise and respond to safeguarding needs in children and adults.

Label: FP Objective 9

Example checklist items (best evidence types):

  • CBD

  • Mini-CEX

  • Reflection

  • Safeguarding course cert

  • End CS Report (R3)


FPC 10: Safeguarding vulnerable patients – Recognise and respond to safeguarding needs in children and adults.

Label: FP Objective 10

Example checklist items (best evidence types):

  • DCT

  • Teaching hours

  • Reflection

  • PDP (R2)

  • End ES Report (R2)


FPC 11: Safeguarding vulnerable patients – Recognise and respond to safeguarding needs in children and adults.

Label: FP Objective 11

Example checklist items (best evidence types):

  • CBD

  • Mini-CEX

  • Reflection

  • PSG

  • End ES Report (R3)


FPC 12: Maintaining medical values – Uphold professional standards, probity, and values.

Label: FP Objective 12

Example checklist items (best evidence types):

  • Reflection

  • TAB

  • End ES Report (R2)

  • FORM R

  • Teaching hours


FPC 13: Health and wellbeing – Protect and maintain your own health and wellbeing.

Label: FP Objective 13

Example checklist items (best evidence types):

  • Reflection

  • PDP (R3)

  • End ES Report (R3)

  • Occupational Health cert

  • PSG


How to use this day to day

As you work through Foundation training:

  • Add evidence to the relevant objective note as it happens

  • Tick off checklist items once evidence is logged in your portfolio

  • Use labels to quickly see which objectives are complete and which need attention

This helps turn the portfolio from a last-minute task into a continuous, low-effort process.


Summary

Using Notes for Foundation Programme portfolio management helps you:

  • Stay organised across all 13 objectives

  • Capture evidence as it happens, not months later

  • Identify gaps early and act on them

  • Reduce stress around portfolio deadlines

Instead of trying to remember everything at the end, you build your portfolio gradually and confidently, with minimal stress.

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