Dillon Paul - Operations Departmental Manager L5 Apprenticeship Passport 1 Latest
Dillon Paul - Operations Departmental Manager L5 Apprenticeship Passport 1 Latest
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 Charlotte Aspinal Mentor Number 01925 571266
Safeguarding Rep 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
evidence, including reflective log entries, Leading People Assignment
professional discussions and feedback from EPA Build up (Interview/Professional
employer - Portfolio Evidence 15% Discussion): Knowledge and skills
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 7
Review results of 2nd mock exam: schedule 2nd 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 5/18/2020 6/22/2020 9/7/2020 11/6/2020 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899
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
I am able to identify and share good practice, work Advanced Advanced Advanced
Building Require Knowledge or Require Knowledge Knowledgeable or
collaboratively with others both inside and outside of the Knowledge or Knowledge or Knowledge or
Relationships organisation. Experience or Experience Experienced
Experience Experience Experience
I can seek out specialist advice and support to deliver
against plans.
I can monitor budgets and provide reports, taking into Developing Developing Developing Developing
Finance Require Knowledge or Require Knowledge
consideration any financial implications of decisions and Knowledge or Knowledge or Knowledge or Knowledge or
adjust approach/recommendations accordingly. Experience or Experience
Experience Experience Experience Experience
Progress Percentage for Skills 0.0% 0.0% 61.7% 72.2% 72.2% 82.2% #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 5/18/2020 6/22/2020 9/7/2020 11/6/2020 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899
Knowledge
Progress Percentage for Knowledge 0.0% 0.0% 36.7% 66.7% 85.3% 85.3% #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 5/18/2020 6/22/2020 9/7/2020 11/6/2020 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899 12/30/1899
Behaviours
Progress Percentage for Behaviours 0.0% 0.0% 100.0% 100.0% 101.3% 101.3% #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
Portfolio set up and Portfolio set up and Portfolio set up and Portfolio set up and
gathering gathering gathering gathering
Assessment of Portfolio Showcase Evidence communications communications communications communications
evidence from the evidence from the evidence from the evidence from the
workplace workplace workplace workplace
% Progress on Portfolio Completion #N/A 11% 11% 11% 11% #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
741560034.xlsx 04/03/2024
Percentage Progress
Progress Review 3 27% 72% 60%
Progress Review 4 36% 82% 40%
Progress Review 5 45% #N/A 20%
Progress Review 6 54% #N/A 0%
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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% 37% 120%
100%
Progress Review 2 18% 67% Percentage Progress 80%
Progress Review 3 27% 85% 60%
Progress Review 4 36% 85% 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
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Progress Review 9 81% Ri Pr
Progress Review 10 90% 8 Week Progress
Pre-Gateway Review 100% #N/A
741560034.xlsx 04/03/2024
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% 101% 60%
Progress Review 4 36% 101% 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
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Progress Review 9 81% gh Pr Pr Pr Pr Pr Pr Pr Pr Pr Pr e-
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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% 11%
60%
Progress Review 4 36% 11%
40%
Progress Review 5 45% #N/A
20%
Progress Review 6 54% #N/A
Progress Review 7 63% #N/A 0%
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Progress Review 10 90% #N/A
8 Week Progress
Pre-Gateway Review 100% #N/A
Percentage Progress
Progress Review 2 18% #N/A 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%
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Progress Review 10 90% #N/A
Pre-Gateway Review 100% #N/A 8 Week Progress
741560034.xlsx 04/03/2024
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%
Percentage Progress
Progress Review 4 30% #N/A 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
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Progress Review 10 90% #N/A Pr P r e
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
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 am able to input into strategic planning and create I have secure operational management I have strongly developed operational I am an experienced operational
plans in line with organisational objectives. skills and am able to: management skills and am able to: manager and am able to:
I need to learn how to - input confidently into strategic - input very competently into strategic - input regularly into strategic planning,
I can support, manage and communicate change by input into strategic I am gaining confidence in inputting planning, creating plans in line with planning, creating effective plans in line creating highly effective plans in line
identifying barriers and overcoming them. planning, manage change, I have some ability to input into into strategic planning, managing organisational objectives with organisational objectives with organisational objectives
demonstrate commercial strategic planning, manage change, change, demonstrating commercial - support, manage and communicate - support, manage and communicate - support, manage and communicate
Operational I demonstrate commercial awareness, I'm able to awareness, identify and demonstrate commercial awareness, awareness, identifying and shaping new change effectively change extremely effectively change with outstanding results
identify and shape new opportunities. shape new opportunities, identify and shape new opportunities, opportunities, creating and delivering - show commercial awareness, - show strong commercial awareness, - show very strong commercial
Management create and deliver create and deliver operational plans, operational plans, and producing identifying and shaping new identifying and shaping new awareness, regularly identifying and
I can create and deliver operational plans, including operational plans, and and produce reports which provide reports which provide management opportunities opportunities shaping new opportunities
setting KPIs, monitoring performance against plans. produce reports which management information information, but this is an area I am still - create and deliver effective - create and deliver highly effective - create and deliver extremely effective
provide management working on operational plans, including KPIs operational plans, including KPIs operational plans, including KPIs
I produce reports, providing management information information - produce clear management reports, - produce clear and insightful - produce clear and insightful
based on the collation, analysis and interpretation of based on the competent analysis of management reports, based on skilled management reports, based on highly
data. data analysis of data skilled analysis of data
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
I am confident that I can demonstrate
I am confident that I have:
I am confident that I can demonstrate that I have:
- created a rich and detailed personal
that I have: - created a detailed personal
development plan and put it into
I need to learn how to - created an effective personal development plan and put it into
practice with significant impact on my
create a personal I am actively working to strengthen my development plan practice
Management of I am able to create a personal development plan. development plan and
I have a basic development plan and
some ability to use time management
development plan and improve my - tried out a range of time - tried out a wide range of time
development
- tried out a wide range of time
Self I use time management and prioritisation techniques.
use time management
techniques and prioritise objectives
ability to use time management and management and prioritisation management and prioritisation
management and prioritisation
and prioritisation prioritisation techniques techniques and reflected on the techniques and reflected on the
techniques and reflected meaningfully
techniques outcomes outcomes
on the outcomes
- used at least 2 techniques to improve - used at least 2 techniques to make
- used at least 2 techniques to make my
my workload management significant improvement to my
workload management outstanding
workload management
Knowledge
Behaviours
I take responsibility for the
I consistently take responsibility for my I take responsibility for my area and achievement of organisational
own area: beyond: objectives:
I have a drive to achieve in all aspects of work.
I generally take responsibility for my - I am driven to achieve good results in - I am driven to achieve excellent - I am driven to achieve outstanding
Takes I don't yet take I take some responsibility for my own own area, have a drive to achieve all aspects of my work results in all aspects of my work results in all aspects of my work
I show resilience and accountability.
responsibility for my own area, but have little resilience when results, and have started to develop - I show resilience when things get - I have a high level of resilience when - I am exceedingly resilient when things
Responsibility area things become difficult resilience to manage challenging difficult and determination in resolving things get difficult and determination in get difficult and show a great deal of
I show determination when managing difficult
situations the situation resolving the situation determination in resolving the
situations and seek out new opportunities.
- I hold myself accountable for - I hold myself fully accountable for situation
outcomes outcomes - I confidently hold myself fully
accountable for outcomes
140%
130%
120%
110%
100%
90%
80%
Percentage Progress
70%
60%
50%
40%
30%
20%
10%
0%
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ca vie w w w w w w w w w ie
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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 % %
No Safeguarding and Wellbeing and Equality and Diversity concerns to report since the last review
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.
Work well as a team and take input from a range of people members, managers etc. Duty of candor -
Democracy all problems have to be safeguarded e.g. Social Services. Being aware of radicalisation. Takes pride in
being multi-cultural.
Learner Progress - Learner Comments
Please explain below what you have developed since the last review:
Skills Development - What skills have you developed since the last review? What will you develop next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
Given the current situation, there has not been the opportunity to develop over the previous period. Want to look at
developing Operational Management next.
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
Continue to work on Managing People i.e. the session covered and the assignment. Then look to moving onto Management of
Self
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
Well developed in an key areas of behaviours, will look to focus on 'Takes Responsibility' for the next review
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:
Paul needs to look at the classes on Google Classroom to go over any wotk missed to ensure that he does not fall behind. GS
will offer support in the review meeting.
At this stage, Paul will read throught he material and also start keep a record of Off the job training
Work through the resources available and update records PD and GS 3/30/2020 N
0 0 12/30/1899
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Health & Safety Ensure that all class work on Google Classroom is accessed and use Paul 6/16/2020
this to prepare for assignment work
Off the job training Keep a log of all training undertaken that will go towards Off the job Paul 6/16/2020
training
Online session Knowledge Managing Knowledgeable/ Work on assignment scenario set in the class and 7/16/2020
People experienced complete the specific task
Progress Review 2
Current Progress
Progress against any recognised qualifications
Main % Maths N/A English N/A ICT N/A
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.
N/A
Everything that they do is covered by a range of regulations and legislation pertaining to working in
Rule of Law
the healthcare environment.
Learner Progress - Learner Comments
Please explain below what you have developed since the last review:
Skills Development - What skills have you developed since the last review? What will you develop next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
The skills I have developed since the last review are better communication skills which has been important during a difficult period at
work.I have learnt to make better decisions especially under difficult circumstances and have learnt more about myself. I would like to
learn more about the way the company works financially.
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
I have attended a meeting where I have learned about staffing especially during a staff shortage which helpped me learn to manage
people. The area I would like more knowledge on would again be finance.
Behaviours Development - Where have you developed in terms of your behaviours? What do you want to work on next?
I have learnt to take more responsibility for myself and my team due to having to take more of a lead with my team during a difficult time. I
would like to learn more about inclusivity in the workplace.
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:
Paul has missed s number of the taught lessons however he has been able to access the lessons on Google classroom and is
able to independently read up on the subject material, if there is anything that he is unsure of, he will ask for clarification.
Work through the workbooks for each session and complete the knowledge activities
Off the job training Keep a log of all training undertaken that will go Err:509 6/16/2020 Y
towards Off the job training
0 0 Paul 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
Knowledge Managing Knowledgeable/ Work on assignment scenario set in the class and 7/16/2020 Y
People experienced complete the specific task
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)
Off the job training Update you OTJT on Google Classroom PD Ongoing
Managing Knowledge Managing Knowledgeable/ Access the resources on Google Classroom and 8/21/2020
People People experienced work on the assignment to be submitted for
formative feedback
Management of Knowledge Management of Highly Skilled/ Access the resources on Google Classroom and 8/21/2020
Self Self Expert complete the workbook
Knowledge
Current Progress
Progress against any recognised qualifications
Main Maths English ICT
Qualification % (if applicable) N/A (if applicable) N/A (if applicable) N/A
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.
N/A
Mutual Respect
Learner Progress - Learner Comments
Please explain below what you have developed since the last review:
Skills Development - What skills have you developed since the last review? What will you develop next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
I have lead people well and managed people more then often then normal. I would like to develop my skills at project management.
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
I have lead people well and managed people more then often then normal. I would like to develop my skills at project management.
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:
Paul has shown a clear commitment to his studies and accessed missed lessons on Google Classroom.
Look at any work missed and set time aside to get up to date.
Off the job training Update you OTJT on Google Classroom PD Ongoing Y
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
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Off the job training Continue to record OTJT hours on Google Classroom PD Ongoing
Management of Management of Highly Skilled/ Access the resources on Google Classroom and
Self Knowledge Self Expert complete the workbook 11/4/2020
Knowledge
Current Progress
Progress against any recognised qualifications
Main Maths English ICT
Qualification % (if applicable) N/A (if applicable) N/A (if applicable) N/A
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.
Tolerance of different Work with people from a diverse range of backgrounds cultures and beliefs. It's a positive environment
cultures and beliefs enriching employees understanding and respect for each other.
Learner Progress - Learner Comments
Please explain below what you have developed since the last review:
Skills Development - What skills have you developed since the last review? What will you develop next?
Operational
Leading People Managing People Building Relationships Communication
Management
Project Management Finance Self-Awareness Management of Self Decision Making
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:
Off the job training Continue to record OTJT hours on Google Classroom PD Ongoing N
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
Actions & Targets for this Review
Actions Resulting From Essential Requirements (e.g. Attendance, H&S, Safeguarding, OTJT)
Update on Google Classroom and ensure all OTJT hours have now
Off the job training been recording PD ongoing
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?
Professional Advanced
Discussion Skills Leading People knowledge/ Prepare for Professional Discussion on the 27/11 11/27/2020
experience
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
What was the What was the What was the Completed
Target Details Target Date
target for? main focus? target aim? Y/N
Advanced
Skills Leading People knowledge/ Prepare for Professional Discussion on the 27/11 11/27/2020
experience
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
Skills #N/A Knowledge #N/A Behaviours #N/A against #N/A
completion
Progress Towards Apprenticeship Completion
Progress Progress Overall Target Progress
against delivery against #N/A against target
Grade
plan milestones grade
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
Submission Date portfolio been Grade Expected Grade Achieved Resub Required Resub Booked Revision Plan in Resub Fee Paid
For Place
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: