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CPD Reflection Tool

Please note:
This document can be printed or photocopied as many times as you like or installed on an intranet or network, providing
they are used solely within your firm.

© 2020 Innovation Training Limited.


No responsibility for loss occasioned by any person acting or refraining from action as a result of the material contained
in this document or any related files can be accepted by the authors or 2020 Innovation Training Limited.
Name: Macek Billy

CPD undertaken: Draftworx

Date: 16/01/2024

CPD hours: 3.5

Please answer the following questions to complete the learning reflection tool.
This exercise enables personalised reflection on your learning outcomes and helps record your CPD
for your professional body or employer.
This reflection may be recorded here or on a separate training plan and CPD record.

1. What was the key reason you chose to undertake this activity? Please refer to your start-of-
year training needs assessment, where applicable.

Wanted to learn how to prepare financial statements using Draftworx.

2. What were your key learning points, ideas for practice, or lightbulb moments?

I learned how to create a new client’s profile using Draftworx.


I also learned the language used in Draftworx such as abbreviations for other income (link
number).
I also learned how to link files using Draftworx and also mapping.
I also learned how to go for client set up.

3. What content was most relevant to your role? And how could you build on your learning?

The content most relevant to my role was setting up the client’s profile and linking up the client’s
files to Draftworx because it helped be able to understand the software better and be able to use
it most effectively and efficiently.

I could build more on my learning by practicing what I learnt on the software and continuing to
learn more about Draftworx.

CPD Reflection Tool (328-2303) 1 2020innovation.com


4. What significant learning outcomes will you transfer to your formal CPD record for your
employer or professional body?
I am able to create the client’s profile and link and mapp the client’s files to Draftworx.

CPD Reflection Tool (328-2303) 2 2020innovation.com

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