Month 10-13 Organisational Financial Within Analysis of own organisation financial information. Management monthly Work Based Create a narrative report why the Financial systems Development information will inform decisions How to control financial systems coach visits Construct a budget Budgetary process/ Framework Presentation on Budget Balance sheets Financial statements Profit and loss accounts Variables between different organisations Budgetary variations Corrective actions Organisational ‘rationing’ Sources of finance Distribution of finance Monitor and control of finances Month 14-17 Project Development & Control Within Discussion on project, agree terms of monthly reference Agree project with Employer & Work Based Progress review Learner Terms of reference, Development Feedback on project approach to problem, solution coach visits Presentation on Project design and implementation Review of progress of project Month 18-20 Recruitment & Selection Within Simulation / Observation of selection monthly process & Interview Selection process Work Based Induction plan for new staff Evaluating methods Development Progress review Records coach visits Professional discussion with assessor coach on topics covered. Actual or simulated plan for induction of new staff Review PDP plan / CPD record Legislation requirements Mandatory Preparation for End Point Assessment Month 21 Mock Test Scenario based 2 Hours Mandatory Offsite Training Workshop – questions Online Test Month 22 Develop and Deliver a 1 Day Mandatory Offsite Training Workshop Deliver Presentation Presentation Month 22 Professional Discussion 1 Hours Mandatory Offsite Training Workshop Relating to CPD activity Review and Evaluation of CPD Month 23 Competency based Interview 1 Hour Mandatory Offsite Training Workshop Webinar webinar Feedback & Self-Evaluation 2 hours Month 23 Review of Portfolio of evidence 2 Hours Onsite Delivery End Point Assessment Month 24 End Point Assessment 1 Day Independent End Point Assessment – knowledge, interview & presentation, portfolio with professional discussion
Month 10-13 Organisational Financial Management Financial systems How to control financial systems Budgetary process/ Framework Balance sheets Financial statements Profit and loss accounts Variables between different organisations Budgetary variations Corrective actions Organisational ‘rationing’ Sources of finance Distribution of finance Monitor and control of finances Within monthly Work Based Development coach visits Analysis of own organisation financial information. Create a narrative report why the information will inform decisions Construct a budget Presentation on Budget Month 14-17 Project Development & Control Agree project with Employer & Learner Terms of reference, approach to problem, solution design and implementation Review of progress of project Within monthly Work Based Development coach visits Discussion on project, agree terms of reference Progress review Feedback on project Presentation on Project Month 18-20 Recruitment & Selection Selection process Evaluating methods Records Actual or simulated plan for induction of new staff Legislation requirements Within monthly Work Based Development coach visits Simulation / Observation of selection process & Interview Induction plan for new staff Progress review Professional discussion with assessor coach on topics covered. Review PDP plan / CPD record Mandatory Preparation for End Point Assessment Month 21 Mock Test – Scenario based questions 2 Hours Mandatory Offsite Training Workshop Online Test Month 22 Develop and Deliver a Presentation 1 Day Mandatory Offsite Training Workshop Deliver Presentation Month 22 Professional Discussion Relating to CPD activity 1 Hours Mandatory Offsite Training Workshop Review and Evaluation of CPD Month 23 Competency based Interview Webinar 1 Hour webinar 2 hours Mandatory Offsite Training Workshop Feedback & Self-Evaluation Month 23 Review of Portfolio of evidence 2 Hours Onsite Delivery End Point Assessment Month 24 End Point Assessment 1 Day Independent End Point Assessment – knowledge, interview & presentation, portfolio with professional discussion