IChemE Presentation on getting chartered.

1. Get Chartered &
Mentoring Presentation
Lisa Duffy
Membership Development

2. 1: Getting Chartered Process
2: Introduction to Mentoring
3: Break
4: Interviewing Overview
Session Breakdown

3. 1: Why Get Chartered?
2: Requirements
3: Making your application
4: Assessing your application
Get Chartered
Presentation

4. 1: Why Get Chartered?
2: Requirements
3: Making your application
4: Assessing your application
Get Chartered
Presentation

5. Why Get Chartered?
• Demonstrate your competence
• Aid promotion
• Gain higher salary
• Pride in your profession
• Qualifications

6. Qualifications we offer
Chartered Engineer (CEng)
Chartered Scientist (CSci)
Chartered Environmentalist (CEnv)
European Engineer (Eur Ing)

7. 1: Why Get Chartered?
2: Requirements
3: Making your application
4: Assessing your application
Get Chartered
Presentation

8. Overview:
Requirements & Application Process

9. Requirements
1 Education
2 Experience
3 Responsibility

10. Requirements
1 Education
2 Experience
3 Responsibility

11. Route1: Standard Application
Fully
accredited
qualification
Training &
experience
Standard
application:
Form A
C&C report
CV
Education Experience Application

12. Route 2: Standard Application
+ Further Learning to Masters
BEng
accredited
qualification
Standard
application:
Form A
C&C report
CV
Education Experience Application
Formally
bridge gap
to MEng*
Training &
experience

13. Route 3: Standard Application
+ Design
Approved
qual via
agreement
Training &
experience
Standard app:
Form A
C&C report
CV
Education Experience Application
2000 word
Design
Technical
Report

14. Route 4: Standard Application
+ Technical work
Non
accredited
qualification
Standard app:
Form A
C&C report
CV
Education Experience Application
Training &
experience
Form E:
individual
assessment
5000 word
Technical
Report

15. Requirements
1 Education
2 Experience
3 Responsibility

16. Experience
Applying chemical engineering principles
across a range of technical areas

17. Chemical engineering principles
Process technologies Safety systems
Laws of conversion Mathematical modeling
Underlying chemistry Systems analysis
Chemical thermodynamics Economic evaluation

18. Technical areas
Process plant operation Legislation, regulation
Computer application
Development of products,
services
Project management,
administration
Teaching, managing,
training
Instrumentation & control Quality & assurance
Technical / economic
evaluation
R&D
Economic accountancy, cost
estimation
Technical sales, marketing,
contracts
Health, safety, risk aspects
Design of process, plant &
equipment
Sustainability &
environmental aspects

19. Technical areas
Process plant operation Legislation, regulation
Computer application
Development of products,
services
Project management,
administration
Teaching, managing,
training
Instrumentation & control Quality & assurance
Technical / economic
evaluation
R&D
Economic accountancy, cost
estimation
Technical sales, marketing,
contracts
Health, safety, risk aspects
Design of process, plant &
equipment
Sustainability &
environmental aspects

20. Technical areas
Process plant operation Legislation, regulation
Computer application
Development of products,
services
Project management,
administration
Teaching, managing,
training
Instrumentation & control Quality & assurance
Technical / economic
evaluation
R&D
Economic accountancy, cost
estimation
Technical sales, marketing,
contracts
Health, safety, risk aspects
Design of process, plant &
equipment
Sustainability &
environmental aspects

21. Experience
• Principles: aware of all, applying some
• Technical areas: 4 – 6 in depth
• Experience tells us it takes min 4 years post
grad experience before candidate should
apply [Focus on skills not time]

22. Experience
• Gained anywhere in world
• Industrial or academic
• Postgraduate experience
• e.g: PhD / Eng Doc study (Practical aspects rather than
academic aspects)
• Pre-graduation experience:
• 1yr Industrial placement (only worthwhile projects)
• Pre-graduation experience: long distance learners or
mature students

23. Requirements
1 Education
2 Experience
3 Responsibility

24. Responsibility
Do others rely on your technical
competence & professional judgement
in the area of chemical engineering?

25. Responsibility
Examples:
Working under own supervision
 Delegating / leading team
 Training others
 Managing own budget

26. 1: Why Get Chartered?
2: Requirements
3: Making your application
4: Assessing your application
Get Chartered
Presentation

27. Form AForm C CV

28. Application requirements
• Form A x 1
• Form C x 4
• CV x 4
• Copy degree cert(s) x 1
• Application fee approx £100
(use fee calculator on www.get chartered.org)

29. • Evidence based report
• Demonstrating experience
• Against requirements (ECUK)
• 2500 - 3000 words
• 200 – 300 words per subheading
• Bullet points (wealth of experience)
• 2 examples (range of experience)
• 1 detailed e.g. (limited experience)
Competence and Commitment
Report

30. Preparing report
• www.getchartered.org – FAQs
page!
• Log experience via form C
• Find Chartered Chemical Engineer
to mentor you

31. Report writing tips
 Write report in first person:
I did…
I researched…
I calculated…
I estimated…
 Not: I was involved in…

32. Report writing tips
 Provide adequate technical detail:
I optimized a process…
How? whose did you enrol to help?
What did you modify?
 Be concise: 2500 words
 Refer to same project more than once
 Use bullet points to list examples

33. Competence and Commitment
format
A Application of knowledge
B Wider implications
C Transferable skills
---------------------------------------------
D Commitment to profession
E CPD

34. A Application of Knowledge
CEng
• Application of chemical engineering
knowledge to practical situations
CSci
• Application of scientific knowledge to
• practical situations within chemeng
context

35. i Identifying problems, opportunities &
projects
ii Combining ideas & contributions of
different people & disciplines
iii Developing new solutions & designs
iv Scientific / technical evaluation and
optimisation
v Planning & execution of projects
A Application of Knowledge

36. Ai Identify or define a problem,
opportunity or project

37. Ai Identify a problem, opportunity or project
A china clay slurry-thickening tank was troubled with
immovable sediments and poor clarity.
The tank had no instrumentation.
I identified and carried out laboratory test work, using Kynch
theory
and sedimentation analysis to determine if flocculants
would help alleviate the problems.
Then, working with the polymer supplier's engineering
department, I developed and commissioned a dosing plant
with novel mass flow control…
Product discharge and water clarity were greatly improved
and clay production quantities could now be determined
accurately for the first time.

38. i Health, hazard and safety aspects
ii Sustainability aspects
iii Commercial and economic aspects
B Wider Implications

39. • Risk & safety management / HAZOP study
• Writing documentation
• Reviewing hazardous areas
• Design of safety systems
• Compliance with legislation
• General good practice
Bi Handling health, hazard
and safety aspects

40. • Led programme to reduce solvent emissions and
solution waste through better operating practices
and minor modifications to equipment…
• Organised impact assessment before commencing
dig to lay gas pipes…
• Worked to company sustainability
regulations when designing piece of
equipment …
Bii Handling sustainability
aspects

41. i Managing relationships
ii Leadership in a professional role
iii Communicating ideas
C Transferable Skills

42. • Working effectively with diverse teams
• Developing staff, organisations
• Securing resources / negotiating contracts
• Technical report writing
• Significant oral presentations
C Transferable Skills

43. Evidence showing you are committed
to high standards of professional
conduct
D Commitment to profession

44. • Keeping knowledge up to date
• Training others
• Attending lectures / events
• Committing to Chartered status
• Active in professional body
• Voluntary activities
- e.g.whynotchemeng
D Commitment to profession

45. E Continuing Professional
Development
 Past 12 mths: summary of activity
 Future 12 mths: projection of plans
 Don’t just list courses attended
 Narrative of aims and goals

46. • Examples of....
• On-the-job learning
• Secondments / shadowing
• Moving departments
• Moving sectors – water to Oil & Gas
• Research / publishing
• In-house / external Courses
E Continuing Professional
Development

47. Ei CPD example...
1. Technical report
writing course
6 months spent in
procurement
This training has aided me to
improve quality of my technical
work…
Worked with diverse
professionals helped me to
develop further skills
2. To receive
mentoring on x
technical area
Mentoring expected to increase
my technical knowledge in area
of with a view to becoming a
project leader…

48. Form A: Verifying report your
C&C Report
Your verifier
• Familiar with your work
• In a responsible position
• Need not be Corporate Members
• Need not be Chemical Engineers

49. • Two Corporate IChemE Members:
Member or Fellow
• Line manager, colleagues, lecturers
• Check referees will recommend you
Form A: Your Referees

50. Referees / Verifiers
Criteria Verifiers Referees
Chartered
through IChemE?
No Yes
Chemical
Engineers
No Yes
Knowledge of
daily tasks
Yes No
Read / signed
report?
Yes No

51.  Provides general background
info
 No set format
 2 page CV
 Post, duties: brief description
 Condensed list of publications
CV

52. 1: Why Get Chartered?
2: Requirements
3: Making your application
4: Assessing your application
Get Chartered
Presentation

53. Application Process
• Report
• Assessed in confidence by one member of Membership Committee
• May require amplification
• Referees
• Contacted in writing
• Similar to job reference
• Interview
• Conducted in confidence by two Corporate IChemE Members
• Based on your report
• You organise the date
• 45 min - 1 hour

54. You will be successful
If all of these meet the Requirements for
chartered Status:
• C&C report
• Interview
• referees’ reports
(Committee meet every 2 months - November 08 next meeting)

55. “We will be as flexible as possible in
helping you gain Corporate
Membership.”
Bill Harper, Membership Committee
Membership Committee

56. Get Chartered!
“It’s easier than you think to write the
report:
If you’ve got the experience and
competence – get the professional status
and recognition to go with it.”

57. Mentoring Induction

58. Mentoring Induction session
• Completed Chartered status update
• IChemE Mentoring
• Mentoring Process for chartership

59. Mentoring Process
Assess
Plan
Review
Action

60. IChemE Mentoring
Vision:
• Mentor does not have formal role in application process
but sets the benchmark for future Corporate members
• Mentors are compulsory for ACTS

61. Mentoring Process
Plan & Action:
 Candidate is ultimately responsible
 Your job: coach, coax answers,
reassure validity of candidate’s
experience

62. Mentoring tips
 Use sample copy
 Refer to Questions sheet
 www.getchartered.org
 Contact IChemE

63. IChemE Mentoring
The mentee:
 Overall responsibility for progress
 must prepare for meetings
 Ensure correct route

64. IChemE Mentoring
Meetings:
 2-3 per yr
 Email & phone mentoring
 Actions for interim

65. IChemE Mentoring
Meetings:
 Schedule an hour
 Quiet environment
 Background information
e.g. CV, draft report

66. IChemE Mentoring
Meetings:
 Candidate to complete
Prior to meeting
 Mentor to make additions
 Mentor to comment on skill level

67. Mentoring Process
Review:
Training & experience to date

68. Mentoring Process
Assess:
 Candidate’s experience against
requirements for chartership
 In context of C&C report

69. Mentoring Process
Assessment ratings:
4 Meets requirements
3 Largely covered
2 Limited experience
1 Needs considerable development

70. Mentoring Process
Assessment ratings:
 Show priority areas
 Not part of chartership assessment
 Making mentor accountable

71. Following feasibility study I
found x system could be
made more efficient by …
Working with mechanical
and electrical engineers to
install new mixing
equipment…
N/A

72. Mentoring Process
Assess:
 Investigate gaps
 Ask right questions - get right answers
(example questions in your pack)

73. Following feasibility study I
found x system could be
made more efficient by …
Working with mechanical &
electrical engineers to install
new mixing equipment…
N/A
Candidate has
made
modifications to
existing design
to suit new
client.
Also identified
opp to use
obsolete
equipment
elsewhere on
site

74. Following feasibility study I
found x system could be
made more efficient by …
Working with mechanical &
electrical engineers to install
new mixing equipment…
N/A
Candidate has
made
modifications to
existing design
to suit new
client.
Also identified
opp to use
obsolete
equipment
elsewhere on
site
1
2

75. Mentoring Process
Plan:
 Plan together what future development
would benefit candidate
 Assessment ratings will identify skills
gaps

76. Mentoring Process
Action:
How do you implement plans?
 Candidate request training from HR
 Can you speak to line manager?
 Secondment to another department

77. Health &
Safety
Lead risk assessment
Recommend necessary
changes
Take ownership of
implementation
Document changes
Candidate to go to
line manager to
request secondment
for 3 months

78. Requirements for chartership
Resources:
 www.getchartered.org
 Get Chartered guidelines
 Get Chartered Newsletter

79. 1: Overview
2: Before, During & After
3: ACTS Assessors
The Professional Review
Interview

80. 1: Overview
2: Before, During & After
3 Assessment
The Professional Review
Interview

81. 1: Overview
• Why conduct interview?
• Where does it take place?
• How do you conduct it?
The Professional Review
Interview

82. Why Conduct Interviews?
To verify:
• Experience
• Responsibility

83. Why Conduct Interviews?
• Not…
• To check academic qualifications
• To assess report
• To assess eligibility to work for you
• To meet your criteria (try remember the
standard you were at compared to what
you know now)

84. Remember...
• Chartership is qualification aimed at
engineers with 4 – 6 yrs experience
• They should adequately meet the
requirements

85. Where does it take place?
• Usually lead / 2nd interviewer’s work
• Can be other location, hotel, pub etc
• Can be at interviewer’s work
• No travel expenses are paid
• Candidate has expectation to travel
• However, location must be suitable

86. How do you conduct it?
• Lead interviewer: trained, more experienced
• Second interviewer: not necessarily trained

87. How do you conduct it?
• Base it on C&C report
• With Lead & Second interviewer
• Using standard assessment sheet
• Fairly informally
• Within 1 hour

88. 1: Overview
2: Before, During & After
3: ACTS Assessors
The Professional Review
Interview

89. Interview dos
• Explain purpose & structure of interview
• Use candidate’s answers to help frame
further information
• Stay focused on C&C report – that is point of
interview
• Watch body language
• Build candidate’s confidence
• Maintain eye contact
• Be friendly, relaxed but detached

90. Interview Don’ts
• Don’t dwell on any one aspect
• Let personal prejudice affect outcome
• Give feedback or make judgemental comments
• Question academic qualifications
• Query reasons for career choices
• Interview as though prospective employee
• Expect candidate to want to work or get on with
you

91. Confidentiality
• All information submitted to IChemE in support
of an application and collected at interview is
confidential and must NOT be divulged to
anyone other than those engaged in IChemE
membership process
• All material must be destroyed post interview or
returned to IChemE Office

92. Confidentiality
• Individuals can request access to documents
about them including Interview Report
• Any serious concerns about candidate’s activity
or that of their employer following interview
should be made known to IChemE Membership
Committee

93. Before the Interview
Paperwork
• IChemE identifies 1st
& 2nd
interviewers
• You’ll be sent candidate's C&C report, front page
of Form A, CV and interviewers guidance pack
with sample questions
• Consider conflict of interest

94. Before the Interview
Introductions
• Candidate contacts lead Interviewer
• Introduce yourself to 2nd interviewer

95. Before the Interview
Location
• Access, parking etc
• Professional environment?
• Refreshment facilities
available?

96. Before the Interview
Planning
• Plan interview together - work as a team
• Decide areas to cover with candidate
• Who to cover which areas?
• Consider type of questioning (open is best)

97. Before the Interview
Keeping notes
• What is your note keeping system?
• How to keep to allocated time?
• How to terminate interview?

98. During the Interview
• Start: candidate outline career to date, justify
basis for application.
• Middle: cover C&C report – discuss issues
raised during interview
• Finish: explain election process, ask candidate
if there is any more information they wish to
add.

99. During the Interview
Questions should establish:
• Context of chem eng problem/project
• Specific Action taken by candidate
• Result (s) of their work to establish competence
level

100. During the Interview
• You have a list of generic question examples
but...
Useful questions include:
• could you provide more detail on…?
• does x always apply?
• what problems did you encounter?
• can you give me an example?
NB: Claiming ignorance can be used to gain
further detail

101. During the Interview
Finishing the interview
• Give opportunity to add anything they wish
• You should not provide feedback
• Refer candidate to IChemE

102. Assessing the candidate
• What are you assessing?
• How do you assess?
The Professional Review
Interview

103. What are you Assessing?
A Application of knowledge
B Wider implications
C Transferable skills
---------------------------------------------
D Commitment to profession
E CPD

104. E
C&C
Verbal
Additional
material
A C&C
Example of paperwork during interview

105. How do you Assess?
4 Assessment criteria:
• Excellent E
• Good G
• Adequate A
• Inadequate I

106. How do you Assess?
• E: Excellent
• Highest level of competence in diverse
complex & non routine contexts
• Substantial personal autonomy and
responsibility
• Can develop others in the activity

107. How do you Assess?
G: Good
• Normal level of competence in some
complex & non routine contexts
• Significant responsibility and autonomy
• Can oversee work of others

108. How do you Assess?
A: Adequate
• Minimum competence
• Supervision required in complex
circumstances
• Some responsibility & autonomy in areas
relevant to field of practice

109. How do you Assess?
I: Inadequate
• Requires significant supervision on
basic predictable tasks
• Little or no responsibility
• Not sufficient for chartership

110. Assessment Guidance
Take notes:
• Capture key points
• Help you with documentary analysis
• You must note evidence in support of their
conclusions

111. Assessment Guidance
• One inadequate rating in any C&C area means
candidate must attend subsequent panel interview
• Please tell us reason why
• Please don’t use Inadequate rating without careful
thought
• You must complete every aspect of assessment form:
otherwise it is invalid
• So both signatures on the form etc...

112. After the Interview
• Come to a consensus view
• Finish report immediately after interview
• Post report to IChemE ASAP

113. Application process
Standard Application
Form A, Form C, CV
Peer Review
Interview
Peer Review of
C & C report
Decision
(Deferment /Election)
Registration
(CEng, CSci)
Professional
Formation
Academic
Formation

114. 1: Overview
2: Before, During & After
The Professional Review
Interview
3: ACTS Assessors

115. ACTS Assessors...if you’re interested...
• Assess graduate schemes
• All expenses paid
• 1 ½ days
• Once or twice a year
• Shadow 2 other assessors