Before the Meeting:

1. Share this agenda with your line manager
2. Re-score and upload your updated KSB Assessment Form against the relevant Tripartite Review component in Aptem.
Note: It’s normal for some scores to stay the same — or even go down slightly — as your understanding deepens.

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
Review progress on previous SMART plan

Professional Development & CPD Review (10 mins)

Learner:

Share any CPD completed outside the programme (courses, reading, mentoring, etc.)
- Remember: all CPD counts towards your off-the-job hours and attending Study Groups counts as CPD too!
Reflect on how it’s helped your development
Identify future CPD goals

Coach / Line Manager:

Offer suggestions to support the learner with CPD

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!

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