CPHR – Continuing Professional Development (CPD)
Audit Worksheet
Last updated July 11, 2017
CPHR – Continuing Professional Development (CPD)
Audit Worksheet
Continuing Professional Development Audit
In conjunction with the national requirements as established by CPHR Canada, CPHR Manitoba is required to perform an annual audit of 3% of CPHR members for their Continuing Professional Development (CPD) hours. Audits are conducted to ensure the integrity and standard of professionalism reflected in the granting of the CPHR designation. It is important to retain your supporting documentation for all entries claimed for CPD hours for four (5) years after they have occurred. You will be notified by mail if selected for a CPHR Continuing Professional Development Audit.
If audited, aCPHRholder must provide supporting documents for all CPD hours gained in the previous three (3) year period to the CPD Audit Committee within 30 days. The audit will verify both the minimum 100-hour requirement for the previous three (3) years as well as the minimum twenty (20) hour annual requirement. It is important to retain documents relating to professional development activities. These include the original description of the program and confirmation of completion issued by the activity sponsor, payment receipts or outcome reports. These documents must be supplied in hard copy.
Calculation of Hours:
For the majority of activities, calculations are based on actual hours with per occurrence or per three-year period maximums. Please refer to project/activity maximums in each category when claiming your hours.
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Checklist:
I have a minimum 100 hours for the applicable rolling three-year period (see attached)
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I have a minimum 20 hours annually (June 1– May 31)
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I have claimed hours in a minimum of two (2) categories over the three (3) year period
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I have not claimed hours that exceed the maximum allowable hours for any project/activity
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I have included supporting documentation for all activities listed
Last updated July 11, 2017
CPHR – Continuing Professional Development (CPD)
Audit Worksheet
- Professional Practice – Work/Projects
- Official report or documentation of the project, program or process improvements and updates.
- Project charter and/or project plan
- Secondment agreement/temporary assignment agreement
- Details regarding assignment, written confirmation from appropriate authority
- Final product (e.g. new collective agreement)
1a. Work/Consulting Initiatives – new project or program development, application, or implementation related to HR and general business (includes secondments and/or assignments outside your normal job duties).
For each project, must provide details and metrics on the following in event of an audit: What was the mission of the project? What were the objectives of the project? What was the outcome of the project? What was the impact on the organization?
Maximum 25 hours per project/initiative Maximum 50 hours within three-year period.
Description of Activity Claimed / Date(s) of Activity / CPD hours claimed
(Max 25 hours per project, max 50 hours within 3 years) / Type of Supporting Document included
Activity #1:
Activity #2
Activity #3
1b.Significant updates/process improvements
i.e. project, program or consulting service provided.
Maximum 10 hours per occurrence. Maximum 20 hours within three-year period
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 10 hrs per project, max 20 hrs within 3 years) / Type of Supporting Document included
Activity #1
Activity #2
Activity #3
Activity #4
- Leadership – Mentoring, Teaching and Facilitation
- 2A & 2B: Letter of offer or notification of appointment or equivalent, Course outline and workshop schedule or agreement to facilitate or equivalent.
- 2C: An agenda from the presentation noting time, topic date and presenter’s name, Speaking request, Speaking notes, Agenda
- 2D: Acceptable documentation includes a signed written agreement; or other reference that includes the names of the mentor or mentee, the duration of the program, frequency and length of meetings and examples of activities, service contract with professional coach outlining meeting dates and times, topics discussed and outcomes if applicable
- 2E: Documentation should reference the reporting relationship, the duration, and confirm the provision of feedback including written appraisal.
2a. Teaching/Facilitating a University, College, or institute Course, Workshop or Seminar for the first time
For which students receive credit towards a degree, diploma or certificate and for which assignments, papers and/ or exams have to be marked. Credit is granted for the first time the course/seminar is taught. The course must be taught at an accredited post-secondary institution.
Maximum 12 hours per day of course duration (i.e.: 1 day = 12 hours, 2 days = 24 hours etc).
Maximum 35 hours per new course, seminar taught, calculated at 1.5 hours for each hour of course duration.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max35 hrs per course) / Type of Supporting Document included
Activity #1
Activity #2
2b. Facilitating a new Course, Workshop or Seminar for a non-post secondary institution for the first time
Credit is only granted for the first time the course, workshop or seminar is facilitated for a non-post secondary institution, workplace or client.
Maximum 12 hours per day of course duration ( i.e.: 1 day = 12 hours, 2 days = 24 hours etc).
Maximum 35hours per new course, seminar taught, calculated at 1.5 hours for each hour of course duration.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 35hrs per course) / Type of Supporting Document included
Activity #1
Activity #2
2c. Keynote Speaker/Guest Lecture or Panel Member at a national, provincial or regional conference.
Credit is only granted for the first time the presentation is given.
Maximum 8 hours per event based on actual duration of presentation.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 8 hrs per event) / Type of Supporting Document included
Activity #1
Activity #2
2d. Mentoring, Being Mentored, or Participating in an Executive Coaching Program.
Acting as a one-on-one mentor, typically outside job duties (cannot include direct reports). Must be a formal program with a service contract with a qualified professional coach or a signed mentoring agreement. Mentor must not be a direct supervisor.
Maximum 10 hours per year.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 10 hrs per year) / Type of Supporting Document included
Activity #1
Activity #2
2e. Providing Guidance/Coaching an HR Practicum Student
Must be during a formal co-op, internship, or work placement where written appraisal is provided along with regular feedback.
Maximum 10 hours per student based on formal meeting time Maximum 25 hours within three-year period.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 10 hrs per student, max 25 hrs per 3 year period) / Type of Supporting Document included
Activity #1
- Participation – Volunteer or Community Involvement
- Volunteer Time Log signed by the organization outlining hours spent
- Letter of confirmation from the organization
- Meeting minutes with attendees listed
- Assignment/role description
- Correspondence from appropriate authority on Board/Committee
a. Board Service as Chair/Co-Chair
Sitting on a Board of Directors for a registered non-profit or charitable organization. Must be able to demonstrate responsibilities for meeting organizational objectives, completing project work and/or leading sub-committees.
Maximum 20 hours per year per Board, based on actual volunteer time contributed.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 20 hrs per year per board) / Type of Supporting Document included
Activity #1
Activity #2
b. Board Service as Board Member
Sitting on a Board of Directors for a registered non-profit or charitable organization. Must be able to demonstrate responsibilities for completing project work and/or leading sub-committees.
Maximum 15 hours per year per Board, based on actual volunteer time contributed.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 15 hrs per year per board) / Type of Supporting Document included
Activity #1
Activity #2
c. Committee/Task Force – Chair/Co-Chair
For a registered non-profit or charitable organization. Must be able to demonstrate responsibilities for completing project work and/or leading sub-committees.
Maximum 15 hours per year per committee, based on actual volunteer time contributed.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 15 hrs per year per committee) / Type of Supporting Document included
Activity #1
Activity #2
d. Active Committee Membership in a non-profit or charitable organization.
Must be able to demonstrate responsibilities for completing project work and/or leading sub-committees.
Maximum 10 hours per year per committee, based on actual volunteer time contributed.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 10 hrs per year per committee) / Type of Supporting Document included
Activity #1
Activity #2
e. Community Volunteering
Volunteering at an organization such as a not-profit or charitable organization, which can be in leadership, sports, recreation, social services sector, or CPHR Manitoba events.
Maximum 5 hoursper year
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 5 hrs per year) / Type of Supporting Document included
Activity #1
Activity #2
- Learning
- 4A & 4B: Transcripts or certificate showing final grade or outcome of completion, invoice, copy of course material, course/workshop outline, signed confirmation from institute
- 4C: Printouts from event with your notes, supported by an agenda with the with name, date and topic certificate of completion of the course or activity, signed confirmation from workshop, registration confirmation, invoice
- 4D: List all articles, website links and/or networking events attended
A. University, College andTechnical Institute – undergraduate or graduate credit coursework.
Passing grade required, and transcript will be required if audited.
Maximum 30 hours per half credit course/one semester (based on instructional hours).
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 30 hrs per half credit course) / Type of Supporting Document included
Course #1
Course #2
B. Non-credit Courses- Attendance at courses that may lead to a certificate.
Maximum 15 hours per course (based on instructional hours).
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 15 hrs per course) / Type of Supporting Document included
Course #1
Course #2
C. Seminars/Workshops/ Conferences/Roundtables - online or in person, offered internally or externally.
This includes seminars, breakfast meetings or dinner speakers with educational components, or brown bag lunch sessions.
Maximum of 8 hours per day
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 8 hrs per day) / Type of Supporting Document included
Activity #1
Activity #2
Activity #3
Activity #4
D. Self-directed Learning and Formal Professional Networking
Readings which include (but not limited to): HR and Business magazines (either hard copy or online), HR and Best Practice books, research, online discussion forums.
Networking: active participation in organized networking sessions to build professional network and knowledge-sharing opportunities.
Maximum 5 hours per year.
Description of Activity Claimed: List all readings and networking events / Date(s) of Activity / CPD hours
(Max 5 hrs per year) / Type of Supporting Document included
Activity #1 / June 1, ___ - May 31, ____ / Not Applicable
Activity #2 / June 1, ___-May 31,___ / Not Applicable
Activity #3 / June 1, ___ - May 31, ___ / Not Applicable
E. Developing a new and first time University, College or Institute Course for which students receive credits towards a degree, diploma or certificate with formal learning (papers and/or exams).
The course must be offered at an accredited post-secondary institution. Credit will be granted for the first time the course is developed.
50 hours per new course developed
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 50 hrs per course) / Type of Supporting Document included
Activity #1
F. Developing a new and first time course, workshop or seminar.
Credit will be granted for the first time the course, workshop or seminar is developed for a non-post secondary institution, workplace or client.
(Maximum 16 hours per day of course duration calculated at 1 hour X 2 CPD hours (i.e.: 1 day course = 16 hours, ½ day course = 8 hours, 3 day course = 48 hours)
Maximum 48 hours per course
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 48 hrs per course) / Type of Supporting Document included
Activity #1
- Research & Publication: Texts, Articles, Journals
- A copy of or a reference to view the publication or article
- Documentation from the post-secondary institute verifying successful defense of thesis or dissertation
a. Conducting Research, Authoring a Journal or Case Study.
Related to HR or general business, culminating in either a significant client or company report or published work (e.g. white paper). This is also applicable to HR Consultants, both internal and external.
Maximum 10 hours per project.
Description of Activity Claimed / Date(s) of Activity / CPD hours
(Max 10 hrs per project) / Type of Supporting Document included
Activity #1
Activity #2
b. Publishing a Text Book
New Textbook - Maximum 50 hours per textbook.
Existing Textbook - Maximum 15 hours per edition.
Description of Activity Claimed / Date(s) of Activity / CPD hours claimed / Type of Supporting Document included
Activity #1
c. Co-Authoring or Editing a Major Work
Maximum 25 hours per project.
Description of Activity Claimed / Date(s) of Activity / CPD hours claimed
(Max 25 hrs per project) / Type of Supporting Document included
Activity #1
d. Acceptance of Master’s Thesis or Graduating Paper at a Master’s Level
Must be in HR or a business related subject.
Maximum 25 hours per thesis.
Description of Activity Claimed / Date(s) of Activity / CPD hours claimed
(Max 25 hrs per thesis) / Type of Supporting Document included
Activity #1
e. Acceptance of Doctoral Dissertation in an area directly related to HR or a business related subject.
Maximum 50 hours per dissertation.
Description of Activity Claimed / Date(s) of Activity / CPD hours claimed
(Max 50 hrs per dissertation) / Type of Supporting Document included
Activity #1
f. HR or Business Related Book Review, Editorial or Article published.
Maximum 5 hours per independent article published.
Description of Activity Claimed / Date(s) of Activity / CPD hours claimed
(Max 5 hrs per article) / Type of Supporting Document included
Activity #1
Last updated July 11, 2017