1. INTRODUCING THE TOOLKIT L3 & L5
17th October 2017

2. AGENDA Welcome & Introduction Introducing the Toolkit
Practical Toolkit Activities
Preparing for End Point Assessment
Practical EPA Activities
EPA Portal

3. Welcome and introduction
Allison Jay, Head of Awarding Body

4. Introducing the Toolkit
Sue Wright, Apprenticeship Product Manager

5. The TOOLKIt – L3 & L5
CMI developed materials and guidance to support on-programme delivery and EPA
Over 50 documents developed in Version 1.
New documents for Version 2 in development

6. PORTFOLIO CONSTRUCTION WHAT DOES GOOD LOOK LiKE?
Collection of evidence to demonstrate skills, knowledge and behaviours against the entirety of the Apprenticeship Standard
Should contain the Apprentice’s best work
Presented electronically
Use of video, audio & photographic evidence encouraged
Follows a prescribed format (OP2 – Contents Sheet)
Collateral – L3 & L5 Portfolio Guide

7. PORTFOLIO CONSTRUCTION WHAT DOES GOOD LOOK LiKE?
WILL CONTAIN:
Individual Learning Programme
Performance Reviews
Record of CPD & Evidence of 360 Degree Feedback
A range of Work Based Evidence
Statement of Authenticity
Expert Witness Signatures
Work Based Project
Evidence may be in the form of reports, minutes, reflection, demonstrations, presentations, and feedback from managers and peers.
The portfolio will also show how the apprentice has demonstrated the behaviours, especially around contact with others, team work and areas where they have exceeded the requirements of the role. This can be in the form of manager’s report, s, customer comments, peer review etc.

8. L5 - Work based project what it contains
The project will be set and completed during the latter part of the Apprenticeship
It is mapped to the standards in the portfolio to cover knowledge, skills and behaviours
Based on a business problem that is part of the Apprentice’s role
Terms of reference and an initial plan for agreement with the employer and Training Provider
Assumptions and consequences to demonstrate understanding of commercial pressures and the application of their thinking and problem solving skills
The apprentice must provide a signed statement to confirm the project is their own work.

9. Work based project who is involved in the choice
Training Providers will work with the employer and Apprentice to agree the project title and support arrangements
Employer representative will manage the project
Training Provider will oversee and provide support to the Apprentice
The employer and Training Provider will ensure that the Apprentice has access to the tools and systems required to complete tasks
Suitable time should be set aside by the employer for the Apprentice to plan, undertake and write up their project. (20% off the job training)

10. The Guidance
Government guidance stipulates that apprenticeships will require % of which must be off the job
and sustained training; 20% of which must be off the job
Apprenticeship funding: rules and guidance for employers May 2017 to March 2018 V2:
‘Off-the-job training is defined as learning which is undertaken outside of the normal day-to-day working environment and leads towards the achievement of the apprenticeship. This can include training that is delivered at the apprentice’s normal place of work but must not be delivered as part of their normal working duties… The off-the-job training must be directly relevant to the apprenticeship framework or standard’.

11. TOOLKIT – Practical Activities
15 minutes group activity on:
20% off-the-job training – case study Alison:
What activities are considered OTJ?
How to evidence?
Feedback to whole group – 10 minutes

12. TOOLKIT – Practical Activities
10 minutes group activity & discussion:
Recording Continuous Professional Development
Evidence of CPD and how the Apprentice needs to record this?
What tools you can get Apprentices to use for CPD?
Feedback to whole group – 10 minutes

13. Introducing the toolkit l3 & l5
Lunch

14. Preparing for end point assessment
The Interview
The Presentation
The Knowledge Test
Practical Activity
Joc and Lead IAAs to pick up from Sue here

15. interviewS what happens?
Designed to offer apprentices the opportunity to demonstrate knowledge, skills and behaviours against the standard
Apprentices showcase their portfolio (and
Apprentices demonstrate their impact on the business
IAA will have pre-prepared questions
Apprentices will be supported in advance by the provider
Apprentices have access to mock questions and resources i.e. STAR techniques

16. interviews STAR Technique
SITUATION – SET THE SCENE
TASK – DESCRIBE THE PURPOSE
ACTION – EXPLAIN WHAT YOU DO
RESULT – SHARE THE OUTCOME

17. interviewS Who is involved?
Assessment by CMI will have been conducted in advance
IAA will have prepared questions using CMI question bank
At L3, the Interview is the Independent Apprenticeship Assessor and the Apprentice
At L5, the Interview Panel consists of Independent Apprenticeship Assessor (Chair), Employer, & Provider
Each should have some prior knowledge of the apprentice and their project and portfolio
In the Panel Interview the IAA makes the final decision

18. interview assessment preparation
Check the equipment and environment. Quiet with no interruptions, adequate lighting and temperature
Only the Apprentice and the panel to be present
The portfolio or project report can be referred to in order to cite any examples but portfolio or project report evidence WILL NOT count towards the marks.
Any extenuating circumstances will be recorded - IAA ONLY may consider these when awarding the final mark.

19. interview assessment /logistics
IAA will use pre-prepared questions from CMI question bank
Marked on a prepared score sheet
IAA and CMI admin responsible for liaising with provider over logistics
Located at employer or provider premises – the majority of interviews will be remote using software
Internet access will be required for the interview, which will be video recorded
Apprentice identity will need to be verified

20. L5 Presentation (15 mins)
Focus on the outcomes of the project, describe the objectives and outputs and demonstrate:
what the apprentice set out to achieve
what they have produced in the project
how they approached the work and dealt with any issues
confirm the demonstration of appropriate interpersonal and behavioural skills
Further questions to confirm knowledge and skills through their experiences at work

21. L5 - Presentation assessment
15 minute question and answer session after the presentation
Questions will be structured by the IAA in advance from assessment of the work based project
Panel members may ask pre-agreed questions or have some of their own (IAA to take responsibility and negotiate this in advance with panel members)
IAA will have final decision which will then be moderated by Lead IAA within CMI before results are released

22. Practical Activity
Planning the Interview – Training Provider Flowchart
Wayne has developed this activity

23. Preparing for end point assessment
Tea Break

24. Knowledge test
Sue will deliver this element

25. Preparing for end point assessment
Questions and Close