Before the Meeting:
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- Share this agenda with your line manager
- Re-score and upload your updated KSB Assessment Form against the relevant Tripartite Review component in Aptem.
- Share this agenda with your line manager
During the Meeting:
Progress Check-in (10 mins)
Coach:
- Update on progress:
- Current RAG status
- Difference between completed and target hours
- Monthly active learning completed
- Attendance at programme events
Learner:
- Describe any significant changes in KSB scores
- Review Functional Skills progress (if applicable)
- Describe any SEND/additional learning support needs
Mentoring - Getting Support or Giving Back (10 mins)
Learner / Coach:
- Explore the potential benefits of having a mentor - or becoming one
- Consider whether a short-term or longer-term mentoring relationship could support development
- Remember:
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- Mentoring time counts towards your off-the-job hours
- It could support your Mission 2
- It's entirely optional — no pressure
Coach / Line Manager:
- Offer mentoring suggestions and identify opportunities to help, e.g. Coach to potentially help ‘matchmake’ the learner with a peer from their Study Group
SMART Plan & End Point Assessment Gateway Review (10 mins)
Learner/Coach:
- Identify any upcoming KSBs in the next two Missions that may need more real-world exposure (e.g. presenting or managing a budget)
Line Manager:
- Identify ways to help the learner meet the KSBs outlined above (e.g. by making it possible for the learner to present in the next team meeting)
- Share upcoming work priorities that may impact the order of Mission Workbooks
- Comment on any areas where they have noticed improvements in how their team member is working
All:
- Discuss if the order of Mission Workbooks needs adjusting to match upcoming work
- Confirm planned date for EPA Gateway Review
- Agree a SMART plan for progress ahead of the next Tripartite
- Upload your SMART target as a Note against the relevant Tripartite Review component in Aptem. Examples:
- If you’re behind: “I will complete Task 2 by 1st June by blocking out an extra two hours each Friday morning.”
- If you’re on track: “By 1st June, I will find a mentor to support my delegation skills and will have scheduled our first chat.”
And finally…don’t forget to book your next Tripartite Review!