Professional Documents
Culture Documents
Operations/Departmental Manager
Learner and Coach Information
Learner Name Paul Dillon
Coach Name Gavin Segal
Employer Information
Employer (Company Name) Westvale Healthcare Care Home
Mentor Name Sandra McCann Mentor Number 01928 753436
Safeguarding Rep Harry Rutteer Safeguarding Rep Number
Key Dates & Milestones
Apprenticeship Start Date 1/22/2020
Practical Period Duration Practical Period End
(Number of months) 20 (Standards Only) 9/22/2021
Full Programme Duration Expected End Date
24 1/22/2022
(Number of months) (Framework/Standard)
Off the Job Training Hours
Number of Days from Apprenticeship Start
609 Contracted Hours (per week) 48
to Practical Period End
Standard Statutory Holiday Entitlement Statutory Holiday Entitlement in Days
7.7% 46.7
(Per Year: Calculated as 28/365 x 100% ) (over the Practical Period)
Practical Period minus Holiday Entitlement 562 Eligible weeks 80.3
Contracted Hours Per Week x Eligible Weeks OTJT Hours OTJT Hours
x 20% 771.13 Average Per Month 38.6 Average Per Week 9.6
On Programme Plan
Outcome Title & Level Delivery Delivery Method Party Responsible for
Location Delivery
Mandatory Qualification(s)
Maths
English
Off the Job Hours Required 39 Off the Job Hours Required 39
Leading People: Different leadership styles,
how to lead multiple and remote teams and
manage team leaders. How to motivate and
improve performance, supporting people
using coaching and mentoring approaches. 7 Leading People cont. 7
Understand organisational cultures and
diversity and their impact on leading and
managing change. Know how to delegate
effectively.
EPA Build up (Portfolio): Portfolio set up,
Induction period, skills scan, 360 evaluation communications knowledge development,
& IA +Right Choice Review communication skills evidence from
Jan-20 Feb-20 workplace, begin reflective log
Off the Job Hours Required 39 Off the Job Hours Required 39
Off the Job Hours Required 39 Off the Job Hours Required 39
May-20 EPA Build up (Portfolio): Collate portfolio Jun-20 EPA Build up (Knowledge Test): Start
Leading People Assignment
evidence, including reflective log entries, EPA Build up (Interview/Professional
professional discussions and feedback from Discussion): Knowledge and skills
employer - Portfolio Evidence 15% complete application of Leading People
Off theManagement:
Operational Job Hours Required
Understand 39 Off the Job Hours Required 39
operational management approaches and
models, including creating plans, business
development, and approaches to
continuous improvement. Understand
operational business planning techniques,
including how to manage resources,
development of sales and marketing plans, 7 Consolidation of previous learning 7
setting targets and monitoring
performance. Knowledge of management
systems, processes and contingency
planning. Understand how to initiate and
manage change, data security and EPA Build up (Portfolio): Collation of
management, and the effective use of Portfolio Evidence - 30%
technology. EPA Build up (Knowledge Test): Start
EPA Build up (Knowledge Test): Complete
Jul-20 Leading People Assignment Aug-20 Managing People Assignment
EPA Build up (Interview/Professional
Discussion): Knowledge and skills
application of Managing People
Off the Job Hours Required 39 Off the Job Hours Required 39
Off the Job Hours Required 39 Off the Job Hours Required 39
Nov-20 Dec-20
Off the Job Hours Required 39 Off the Job Hours Required 39
Off the Job Hours Required 39 Off the Job Hours Required 39
Review feedback from Presentation:
schedule further support and 2nd mock
Confirm showcase selection presentation if needed
Preparation for Competency Interview Review feedback from Competency
Preparation for Professional Discussion 7 Interview: schedule further support and 2nd 7
Review results of 2nd mock exam: schedule mock interview if needed
support as needed Review feedback from practice Professional
Discussion of CPD: schedule further support
and Build
EPA 2nd mock discussionCollation
up (Portfolio): if neededof
Portfolio Evidence – 100%
Mar-21 EPA Build up (Portfolio):Collation of Apr-21 EPA Build up (Interview/Professional
Portfolio Evidence – 75% Discussion): On programme portfolio and
EPA Build up (Project): Project Brief agreed development of Skills, Knowledge &
behaviours.
Mar-21 Apr-21
Off the Job Hours Required 0 Off the Job Hours Required 0
Off the Job Hours Required 0 Off the Job Hours Required 0
OTJT
Month Sessions
Hours
Leading People: Different leadership styles, how to lead multiple and remote teams and
manage team leaders. How to motivate and improve performance, supporting people
Jan-20 using coaching and mentoring approaches. Understand organisational cultures and 7
diversity and their impact on leading and managing change. Know how to delegate
effectively.
Managing People: Know how to manage multiple teams, and develop high performing
Mar-20 teams. Understand performance management techniques, talent management models and 7
how to recruit and develop people.
Management of Self: Understand time management techniques and tools, and how to
May-20 prioritise activities and approaches to planning 7
Problem Solving & Decision Making: Understand problem solving and decision making
Jun-20 techniques, including data analysis. Understand organisational values and ethics and their 7
impact on decision making.
Project Management: Know how to set up and manage a project using relevant tools and
Sep-20 techniques, and understand process management. Understand approaches to risk 7
management.
Oct-20 Finance: Understand business finance: how to manage budgets, and financial forecasting. 7
Review feedback from Presentation: schedule further support and 2nd mock presentation
if needed
Review feedback from Competency Interview: schedule further support and 2nd mock
Apr-21 interview if needed 7
Review feedback from practice Professional Discussion of CPD: schedule further support
and 2nd mock discussion if needed
Month Milestone
Jan-20 Induction period, skills scan, 360 evaluation & IA +Right Choice Review
Dec-20 EPA Build up (Interview/Professional Discussion): Problem Solving and Decision Making
Jul-21 EPA Build up (Portfolio): Showcase Portfolio Complete - Submitted for IQA
Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected
Progress Reviews 1/22/2020 2/19/2020 3/18/2020 5/13/2020 7/8/2020 9/2/2020 10/28/2020 12/23/2020 2/17/2021 4/14/2021 6/9/2021 8/4/2021 9/22/2021 1/22/2022
Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed
3/30/2020 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899
Skills Competent or Above % Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level Competence Level
Knowledge Outcomes
Behaviours 0% Please rate your competence in each aspect by selecting the appropriate option from the dropdown menu.
Skills
Building I am able to identify and share good practice, work Require Knowledge or Require Knowledge
collaboratively with others both inside and outside of the
Relationships organisation. Experience or Experience
Communication I am able to chair meetings and present using a range of Require Knowledge or Require Knowledge
media. Experience or Experience
I am an active listener and I'm able to challenge and give
constructive feedback.
I can monitor budgets and provide reports, taking into Require Knowledge or Require Knowledge
Finance consideration any financial implications of decisions and
adjust approach/recommendations accordingly. Experience or Experience
Self-Awareness I am able to reflect on my own performance, working style Require Knowledge or Require Knowledge
and its impact on others. Experience or Experience
Management of I am able to create a personal development plan. Require Knowledge or Require Knowledge
Self I use time management and prioritisation techniques. Experience or Experience
Progress Percentage for Skills 0.0% 0.0% #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Skills Scan Right Choice Review Progress Review 1 Progress Review 2 Progress Review 3 Progress Review 4 Progress Review 5 Progress Review 6 Progress Review 7 Progress Review 8 Progress Review 9 Progress Review 10 Pre-Gateway Review Exit Review
(to be completed at induction)
Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected
Progress Reviews 1/22/2020 2/19/2020 3/18/2020 5/13/2020 7/8/2020 9/2/2020 10/28/2020 12/23/2020 2/17/2021 4/14/2021 6/9/2021 8/4/2021 9/22/2021 1/22/2022
Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed
3/30/2020 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899
Knowledge
I understand interpersonal skills and different forms of Require Knowledge or Require Knowledge
Communication communication techniques (verbal, written, non-verbal,
digital) and how to apply them appropriately. Experience or Experience
Finance I understand business finance, including how to manage Require Knowledge or Require Knowledge
budgets and financial forecasting. Experience or Experience
I am aware of my own impact and emotional intelligence. Require Knowledge or Require Knowledge
Self-Awareness
I understand different learning and behaviour styles. Experience or Experience
Progress Percentage for Knowledge 0.0% 0.0% #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Skills Scan Right Choice Review Progress Review 1 Progress Review 2 Progress Review 3 Progress Review 4 Progress Review 5 Progress Review 6 Progress Review 7 Progress Review 8 Progress Review 9 Progress Review 10 Pre-Gateway Review Exit Review
(to be completed at induction)
Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected Date Expected
Progress Reviews 1/22/2020 2/19/2020 3/18/2020 5/13/2020 7/8/2020 9/2/2020 10/28/2020 12/23/2020 2/17/2021 4/14/2021 6/9/2021 8/4/2021 9/22/2021 1/22/2022
Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed Date Completed
3/30/2020 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899
Behaviours
Progress Percentage for Behaviours 0.0% 0.0% #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Progress Towards End Point Assessment Right Choice Review Progress Review 1 Progress Review 2 Progress Review 3 Progress Review 4 Progress Review 5 Progress Review 6 Progress Review 7 Progress Review 8 Progress Review 9 Progress Review 10 Pre-Gateway Review Exit Review
% Progress on Portfolio Completion #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
% Progress towards Knowledge Test #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Competency Interview
% Progress towards competency based interview #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
% Progress towards Professional Discussion #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
% Progress towards Work-based Project & Presentation #N/A #N/A #N/A #N/A
% Progress on Milestones #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
738449796.xlsx 03/24/2024
Percentage Progress
Progress Review 3 27% #N/A 60%
Progress Review 4 36% #N/A 40%
Progress Review 5 45% #N/A 20%
Progress Review 6 54% #N/A 0%
an ew 1 2 3 4 5 6 10 7
ie
w 8 9
Progress Review 7 63% #N/A Sc vi ew ew ew ew ew ew w ew ev ew ew
ill
s Re vi vi vi vi vi vi vi
iv e R vi vi
Sk ic
e Re Re Re Re Re Re Re
e ay Re Re
Progress Review 8 72% #N/A ss ss ss ss ss ss ss ss ss sR w
C ho gre gre gre gre gre gre gre gre gre r es ate
t o o o o o o o o o og G
Progress Review 9 81% gh Pr Pr Pr Pr Pr Pr Pr Pr Pr Pr e-
Ri Pr
Progress Review 10 90%
8 Week Progress
Pre-Gateway Review 100% #N/A
Expected Actual
Practical Period Progress - Knowledge
Progress Progress Knowledge Progress
Skills Scan 0 0%
Expected Progress Actual Progress
Right Choice Review 5% 0%
Progress Review 1 9% #N/A 120%
100%
Progress Review 2 18% #N/A 80%
Percentage Progress
Progress Review 3 27% #N/A 60%
Progress Review 4 36% #N/A 40%
Progress Review 5 45% #N/A 20%
0%
Progress Review 6 54% #N/A an ew 1 2 3 4 5 6 10 7 ew 8 9
Sc vi ew ew ew ew ew ew w ew vi ew ew
Progress Review 7 63% #N/A ill
s Re vi vi vi vi vi vi vi
iv e R e vi vi
Sk ce s Re s sRe s Re s Re
s s Re s Re
s ReRe ay Re Re
oi es es es es es es es es es ss w
Progress Review 8 72% #N/A tC
h
og
r
og
r
og
r
og
r
og
r
og
r
og
r
og
r
og
r r e t e
Pr Pr Pr Pr Pr Pr Pr Pr Pr og Ga
gh Pr e-
Progress Review 9 81% Ri Pr
Progress Review 10 90% 8 Week Progress
Pre-Gateway Review 100% #N/A
738449796.xlsx 03/24/2024
Expected Actual
Practical Period Progress - Behaviours
Progress Progress Behaviours Progress
Skills Scan 0 0%
Right Choice Review 5% 0% Expected Progress Actual Progress
Percentage Progress
Progress Review 3 27% #N/A 60%
Progress Review 4 36% #N/A 40%
Progress Review 5 45% #N/A 20%
0%
Progress Review 6 54% #N/A an 1 2 3 4 5 6 7 8 9
ew 10 ie
w
Sc ev
i ew ew ew ew ew ew w ew ev ew ew
Progress Review 7 63% #N/A ill
s
eR
vi vi vi vi vi vi iv evi R vi vi
Sk c s Re
s s Re s Res s Re s Re s s Re Re Re ay Re Re
Progress Review 8 72% #N/A h oi r es r es r es r es r es r es r es r es r es ss ew
e t
tC og og og og og og og og og og
r
Ga
Progress Review 9 81% gh Pr Pr Pr Pr Pr Pr Pr Pr Pr Pr e-
Ri Pr
Progress Review 10 90% 8 Week Progress
Pre-Gateway Review 100% #N/A
Expected Actual
Practical Period Progress - Overall
Progress Progress Overall Progress
Skills Scan 0 0 Expected Progress Actual Progress
Percentage Progress
80%
Progress Review 3 27% #N/A
60%
Progress Review 4 36% #N/A
40%
Progress Review 5 45% #N/A
20%
Progress Review 6 54% #N/A
Progress Review 7 63% #N/A 0%
1 2 3 4 5 6 7 8 9 10 w
ew ew ew ew ew ew ew ew ew ie
i i i i i i i i i ew v
Progress Review 8 72% #N/A sR
ev
sR
ev
sR
ev
sR
ev
sR
ev
sR
ev
sR
ev
sR
ev
sR
ev ev
i
ay
Re
es es es es es es es es es ssR ew
r r r r r r r r r e
Progress Review 9 81% #N/A og og og og og og og og og r at
Pr Pr Pr Pr Pr Pr Pr Pr Pr og -G
Pr Pr
e
Progress Review 10 90% #N/A
8 Week Progress
Pre-Gateway Review 100% #N/A
Expected Actual
Progress towards Knowledge Test
Progress Progress Knowledge Test Progress
Progress Review 1 9% #N/A Expected Progress Actual Progress
Progress Review 2 18% #N/A
Percentage Progress
100%
Progress Review 3 27% #N/A 80%
Progress Review 4 36% #N/A 60%
Progress Review 5 45% #N/A 40%
Progress Review 6 54% #N/A 20%
Progress Review 7 63% #N/A 0%
1 2 3 4 5 6 7 8 9 10 w
Progress Review 8 72% #N/A ev
i ew
ev
i ew
ev
i ew
ev
i ew
ev
i ew
ev
i ew
ev
i ew
ev
i ew
ev
i ew
vi
ew Re
v ie
sR sR sR sR sR sR sR sR sR Re ay
Progress Review 9 81% #N/A r es r es r es r es r es r es r es r es r es es
s
t ew
og og og og og og og og og og
r
Ga
Pr Pr Pr Pr Pr Pr Pr Pr Pr Pr e-
Pr
Progress Review 10 90% #N/A
Pre-Gateway Review 100% #N/A 8 Week Progress
738449796.xlsx 03/24/2024
Expected Actual
Progress towards interview
Progress Progress Competency Interview Progress
Progress Review 2 10% #N/A
Expected Progress Actual Progress
Progress Review 3 20% #N/A 100%
90%
Progress Review 4 30% #N/A
Percentage Progress
80%
70%
Progress Review 5 40% #N/A 60%
50%
40%
Progress Review 6 50% #N/A 30%
20%
Progress Review 7 60% #N/A 10%
0%
Progress Review 8 70% #N/A ew
2
ew
3
ew
4
ew
5
ew
6
ew
7
ew
8
ew
9 10
vi
ew
vi vi vi vi vi vi vi vi ew Re
Re Re Re Re Re Re Re Re vi y
Progress Review 9 80% #N/A s s s s s s s s Re a
es es es es es es es es es
s
te
w
gr gr gr gr gr gr gr gr gr
P r o
P r o
P r o
P r o
P r o
P r o
P r o
P r o
r o -Ga
Progress Review 10 90% #N/A P P re
8 Week Progress
Pre-Gateway Review 100% #N/A
Progress towards Work Based Project & Expected Actual Progress Against WB Project
Presentation Progress Progress
Expected Progress Actual Progress
Percentage Progress
Progress Review 8 25% #N/A 80%
50%
Progress Review 9 50% #N/A
20%
Progress Review 10 75% #N/A Progress Review 8 Progress Review 9 Progress Review Pre-Gateway
10 Review
8 Week Progress
Pre-Gateway Review 100% #N/A
Expected Actual
Progress towards all Milestones
Progress Progress
Progress Against Assessment Milestones
Progress Review 1 9% #N/A
Expected Progress Actual Progress
Progress Review 2 18% #N/A 100%
90%
Progress Review 3 27% #N/A 80%
Percentage Progress 70%
Progress Review 4 36% #N/A 60%
50%
Progress Review 5 45% #N/A 40%
30%
Progress Review 6 54% #N/A
20%
Progress Review 7 63% #N/A 10%
0%
Progress Review 8 72% #N/A 1 2 3 4 5 6 7 8 9 10 w
iew view view view view view view view view iew evie
v R
Progress Review 9 81% #N/A Re s Re s Re s Re s Re s Re s Re s Re s Re Re
v
ay
ess es es es es es es es es ss ew
r r r r r r r r r re at
og og og og og og og og og og re-G
Pr Pr Pr Pr Pr Pr Pr Pr Pr P r
P
8 Week Progress
0%
1 2 3 4 5 6 7 8 9 10 iew
738449796.xlsx view view view view view view view view view iew Rev 03/24/2024
Re s Re s Re s Re s Re s Re s Re s Re s Re Re
v
ay
ess es es es es es es es es ss ew
r r r r r r r r r e t
og og og og og og og og og r
og re-G
a
Progress Review 10 90% #N/A Pr Pr Pr Pr Pr Pr Pr Pr Pr Pr P
Pre-Gateway Review 100% #N/A 8 Week Progress
Skills Scan Measures
Apprenticeship Title & Level: Operations/Departmental Manager L5
Skills
Knowledge Outcomes Require Knowledge Some Knowledge or Developing Knowledge or Knowledgeable or Advanced Knowledge or Highly Skilled or Expert
Behaviours or Experience Experience Experience Experienced Experience Knowledge
Skills
I have a range of strong leadership I demonstrate exceptional leadership
skills: skills:
I have confident leadership skills:
- I can interpret organisational vision - I can evaluate organisational vision
I am able to communicate the organisational vision I need to learn how to - I can communicate organisational
I am refining and developing my and goals and apply them effectively to and goals and apply them effectively to
and goals and know how these to apply to teams. communicate I have some skills in communicating vision and goals clearly to my team
leadership skills in communicating my team my team
organisational vision and organisational vision and goals, - I am able to use coaching and
organisational vision and goals, - I am skilled at using coaching and - I am a highly skilled and experienced
Leading People I can support development through coaching and goals, and to coach my coaching and mentoring my team,
coaching and mentoring my team,
mentoring effectively to develop my
mentoring techniques to develop my coach and mentor
mentoring, and can enable and support high team, support high supporting high performance working team
supporting high performance working team - I am experienced at creating high
performance working. I am able to support the performance working and and managing change - I can support my team to perform at a
and managing change - I have created and sustained a high performing teams
management of change within the organisation. manage change high level
performing team - I can apply a range of change
- I can manage change effectively
- I use a range of change management management techniques with
techniques very effectively outstanding results
I am an experienced reflective
I am very self-aware, and can:
practitioner, and I habitually:
- reflect deeply on my own
I am confident in my ability to: - reflect deeply on my own
I need to learn how to be I am working to develop my self performance
I have some self awareness, but need - be aware of my own performance performance
self aware, to reflect on awareness, and have begun the - understand what has happened and
Self-Awareness Istyle
am able to reflect on my own performance, working
and its impact on others.
my performance, and to
to develop further the practice of
reflecting on my performance and
practice of reflecting on my
- reflect on my practice and understand
it
why
- seek to understand what has
happened, and the root causes
consider how I affect performance and am trying to consider - make meaningful changes based on
considering how I affect others - take into account the impact that I - make meaningful changes based on
others how I affect others my reflections
have on others my reflections
- use my awareness effectively to
- use the process effectively to improve
improve the impact I have on others
my impact on others
Behaviours
140%
130%
120%
110%
100%
90%
80%
Percentage Progress
70%
60%
50%
40%
30%
20%
10%
0%
n w 1 2 3 4 5 6 7 8 9 10 w
ca vie w w w w w w w w w ie
-10% sS Re vie vie vie vie vie vie vie vie vie vie
w ev
ill e e e e e e e e e R
Sk oi
ce s sR s sR s sR s sR s sR s sR s sR s sR s sR s Re w
ay
Ch re re re re re re re re re re
s te
t og og og og og og og og og og Ga
gh Pr Pr Pr Pr Pr Pr Pr Pr Pr Pr e-
Ri Pr
8 Week Progress
Progress Against Assessment Milestones
Expected Progress Actual Progress
100%
90%
80%
70%
Percentage Progress
60%
50%
40%
30%
20%
10%
0%
Progress Progress Progress Progress Progress Progress Progress Progress Progress Progress Pre-Gateway
Review 1 Review 2 Review 3 Review 4 Review 5 Review 6 Review 7 Review 8 Review 9 Review 10 Review
8 Week Progress
Right Choice Review
Have you been provided with information on Do you know where your work-based evidence will
accessing learning resources both online and at the N be stored? If online, have you been provided with Y
College? login details?
If the learner has answered no to any of the questions above, what action/s will you take to ensure they have the
appropriate information and guidance?
Have you issued your apprentice with PPE (if Have you allocated a mentor for your apprentice to
required)? support their skills development?
Are you paying your apprentice at or above the Have you issued a contract of employment to your
minimum wage for apprentices? apprentice?
Are you aware that the Coach will carry out regular Regularity of
Regularity of
visits and mandatory progress reviews and that workplace
contact
your input/ feedback will be required? reviews
If the employer has answered no to any of the questions above, what action/s will you take to ensure they
have the appropriate information and guidance?
Have you received enough information, advice and guidance to help you make an informed choice?
Progress Review 1
Current Progress
Progress against any recognised qualifications
Main % Maths English ICT
Qualification (if applicable) (if applicable) (if applicable)
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
Work through the resources available and update records PD and GS 3/30/2020
0 0 12/30/1899
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Current Progress
Progress against any recognised qualifications
Main % Maths English ICT
Qualification (if applicable) (if applicable) (if applicable)
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Current Progress
Progress against any recognised qualifications
Main % Maths English ICT
Qualification (if applicable) (if applicable) (if applicable)
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Current Progress
Progress against any recognised qualifications
Main Maths English ICT
Qualification % (if applicable) (if applicable) (if applicable)
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Progress Review 5
Current Progress
Progress against any recognised qualifications
Main % Maths English ICT
Qualification (if applicable) (if applicable) (if applicable)
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Progress Review 6
Current Progress
Progress against any recognised qualifications
Main Maths English ICT
Qualification % (if applicable) (if applicable) (if applicable)
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Progress Review 7
Current Progress
Progress against any recognised qualifications
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Progress Review 8
Current Progress
Progress against any recognised qualifications
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Progress Review 9
Current Progress
Progress against any recognised qualifications
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Progress Review 10
Current Progress
Progress against any recognised qualifications - Maths & English must be achieved before triggering the gateway
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1 support/tuition,
reasonable adjustments, agreed interim extensions.
Knowledge Development - How have you developed your knowledge? What do you want to learn more about next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Knowledge Development
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Please choose from the topic(s) above, where you are aware of increasing knowledge, then provide additional details or an example.
Behaviours Development
Takes Responsibility Inclusive Agile Professionalism
Please select any areas where you are aware of development, providing additional details or an example.
Overall Progress - Coach Comments
Provide details of overall progress against the standard, any qualifications (including maths, English & ICT) and levels of engagement with taught
sessions:
0 0 0 12/30/1899
0 0 0 12/30/1899
0 0 0 12/30/1899
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
0 0 0 0 12/30/1899
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Which part do
What does this What are you
Title of Target you need to Details of Target Target Date
address? aiming for?
focus on?
Pre-Gateway Review
Current Progress
Maths & English must be achieved before triggering End Point Assessment
Progress in the Practical Period
Progress against
Skills #N/A Knowledge #N/A Behaviours #N/A completion #N/A
Attendance
Class Attendance % %
Support Needs
Provide details of any support needs or barriers to learning. Is there any additional support required e.g. 1:1
support/tuition, reasonable adjustments, agreed interim extensions.
End Point Assessment - Learner Confirmation
Please answer all questions below which relate to your End Point Assessment (EPA)
Competency-based Interview Y/N If no, what do you need to do? By When?
Do you feel confident to discuss your competency against the skills in the
Standard with an End Point Assessor?
Assessment of Portfolio Y/N If no, what do you need to do? By When?
Have you created an online portfolio which demonstrates your best work
covering the skills, knowledge and behaviours of the Standard and consisting
of the following:
- Written statements
- Project Plans
- Reports
- Presentations
- Performance reviews between you and your line manager
- Observations (recorded by your Assessor Coach)
- Ongoing professional discussions between you and your Assessor Coach
relating to projects and assignments (recorded by your Assessor Coach)
- Feedback from your line manager, direct reports
- Peer feedback including 180/360 degree assessment type approach
Does your portfolio show how you have demonstrated the behaviours,
especially around contact with others, team work and areas where you have
exceeded the requirements of the role? This can be in the form of manager’s
report, emails, customer comments, peer review etc.
Knowledge Test Y/N If no, what do you need to do? By When?
Do you feel confident to complete an assessment of knowledge through a
test using scenarios, questions and responses?
Have you completed and achieved (at a minimum of 50%) mock tests
covering all of the following:
- Leading people
- Managing people
- Building relationships
- Communication
- Operational management
- Project management
- Finance
Presentation on Work Based Project with Q&A Session Y/N If no, what do you need to do? By When?
CPD Log Review & Professional Discussion Y/N If no, what do you need to do? By When?
Have you checked your apprentices portfolio to ensure it contains their best
work covering the skills, knowledge and behaviours of the Standard and
consisting of the following:
- Written statements
- Project Plans
- Reports
- Presentations
- Performance reviews between you and your apprentice
- Observations (recorded by the Assessor Coach)
- Ongoing professional discussions between the apprentice and Assessor
Coach relating to projects and assignments
- Feedback from you to your apprentice, direct reports
- Peer feedback including 180/360 degree assessment type approach
Has your apprentice completed and achieved (at a minimum of 50%) mock
tests covering all of the following:
- Leading people
- Managing people
- Building relationships
- Communication
- Operational management
- Project management
- Finance
Presentation on Work Based Project with Q&A Session Y/N If no, what do you need to do? By When?
Have you provided your apprentice with enough time and resource to
complete their project within the last 6 months of their apprenticeship? The
project must demonstrate the following:
- The application of knowledge and skills to meet the outcomes in the
standard
- The approach to planning and completion of the project
- The application of behaviours from the standard
CPD Log Review & Professional Discussion Y/N If no, what do you need to do? By When?
Do you understand that it is your responsibility to pay for any resit fees with the End Point Assessment
Organisation, should the learner not achieve?
Do you have any queries or concerns you would like to discuss? Please specify below:
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, including any carried forward)
Completed
What is the action for? What needs to be done? By Whom? By When?
Y/N
Which part do
What does What are you
Y/N
Portfolio Submission
Has the Resub Booked Revision Plan in
Submission Date portfolio been Grade Expected Grade Achieved Resub Required For Place Resub Fee Paid
assessed yet?
Knowledge Test
Portfolio
Mandatory Qualifications
Qualification Result Date Completed
Main Qualification
Maths
English
Next Steps
Please specify what you plan to do next
Stay in full time employment with current employer in a wider role with a secured promotion
Stay in full time employment with current employer, considering a different occupational apprenticeship
Secured full time employment with a different employer on a higher level apprenticeship
Become self-employed
What have you developed on your apprenticeship and how have you put the skills learned into practice?
How satisfied are you with the College's apprenticeship programme? Please provide further details:
Employer Comments
What impact has this apprentice had on your business?
On reflection, how well have you supported your apprentice's development and is there anything you would do differently
next time?
How satisfied have you been with the College's apprenticeship programme? Please provide further details: