GP Portfolio made simple / Month-by-month portfolio plan and time management
GP Portfolio made simple

Your year, month by month

Put the whole year on one page in your first week, then keep a weekly and monthly rhythm. The planner below builds your version from your start date, training year and LTFT percentage.

The rhythm

Weekly

  • One CCR (three in a month reaches 36).
  • Note cases for logs and CATs after each surgery.
  • Ask to be observed for any CEPS.

Monthly

  • At least one assessment (COT, CAT or CEPS).
  • Check capability and group coverage.
  • Update the PDP.

Every 3 months

  • Review the PDP with your trainer.
  • Book MSF, PSQ and CSR timings.

Six weeks before an ESR

  • Self-review against the minimums; close gaps; certificates in date; self-rating drafted.

The numbers by year

RequirementST1ST2ST3
Clinical case reviews (CCRs)36 per year
18 per review
36 per year
18 per review
36 per year
18 per review
Consultation Observation Tool (COT), including Audio-COT check current RCGP guidance4 per year
2 per review
COT in GP posts, mini-CEX in hospital posts; combined total 4
4 per year
2 per review
combined COT/mini-CEX total 4
7 per year
all COT; e.g. 6 face-to-face + 1 Audio-COT
Care Assessment Tool (CAT), including Case-based Discussion (CbD) check current RCGP guidance4 per year
2 per review
4 per year
2 per review
5 per year

Full time, per training year unless stated. Less than full time: per-year totals stay the same and each 6-month review needs a pro rata share; 6-monthly ESRs and 12-monthly certificates are not pro rata. Check with your deanery and educational supervisor.

Notes on these numbers
  • Clinical case reviews (CCRs), LTFT: Pro rata: e.g. 60% = 36 per training year spread over 20 months, about 11 per 6-month review.
  • Consultation Observation Tool (COT), including Audio-COT, LTFT: Pro rata per review period; the per-training-year total is the same.
  • Consultation Observation Tool (COT), including Audio-COT, confidence: high (totals and audio rule); medium (per-review split of 2, which is a suggested spread). Our sources were partly secondary for this item: check current RCGP guidance.
  • Care Assessment Tool (CAT), including Case-based Discussion (CbD), LTFT: Pro rata per review period.
  • Care Assessment Tool (CAT), including Case-based Discussion (CbD), confidence: high (totals); medium (2 per review in ST1/ST2). Our sources were partly secondary for this item: check current RCGP guidance.

ST1 or ST2: two 6-month posts (full time)

MonthTasks
1Initial meeting with CS/ES recorded; PDP for the post; CPR and safeguarding dates checked; CCRs start; QIP planned if this is the GP post
2 to 3COT/mini-CEX 1; CAT/CbD 1; CEPS as they arise; safeguarding update if due
4 to 5COT/mini-CEX 2; CAT/CbD 2; MSF if timed for this post; request CSR in month 5; draft self-rating
6CSR; ESR; PDP updated
7New post PDP; plan LEA and QIA or QIP
8 to 9COT/mini-CEX 3; CAT 3; adult and child safeguarding reflections
10 to 11COT/mini-CEX 4; CAT 4; QIA/QIP and LEA finished; CPR renewal if due; request CSR
12CSR; ESR within 2 months of ARCP; Form R; ARCP

ST3 (full time)

MonthTasks
1ST3 PDP (exams, prescribing, leadership); agree leadership idea with ES; book first COT and Audio-COT; list missing intimate CEPS
2 to 3COT 1 to 2 (one audio); CAT 1; launch MSF; trainer sets prescribing date and you review 50 items
4 to 5COT 3; CAT 2; MSF discussed; prescribing assessment graded; safeguarding update; start leadership activity
6ESR (or interim ESR if allowed); refresh PDP
7 to 8COT 4 to 5; CAT 3; PSQ; leadership activity completed; QIA; LEA
9 to 10COT 6; CAT 4; leadership MSF; all 5 intimate CEPS done; QIA finished; CPR valid beyond CCT
11COT 7; CAT 5; final gap check (all 13 at licensing level); England: National Performers List application in the 6 to 3 months before CCT
12Final ESR within 2 months of ARCP; Form R; final ARCP; GMC CCT application

These are suggested spreads, not RCGP rules check current RCGP guidance. Agree your own timings with your ES.

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Common ARCP pitfalls

  • Planning nothing until the first ESR.
  • Assessments booked into weeks of leave.
  • ST3 timed items (MSF first half, prescribing first half, PSQ after the midpoint, leadership MSF after the activity) done in the wrong order.

Not affiliated with the RCGP or FourteenFish; requirements change — always check the current RCGP WPBA pages and your deanery.