People visit

• Conducted on

  Date

• Prepared by

• Site

• GM

• In house Trainer name?

• People present for visit?

Developing our teams

• Can find learning journeys on and ‘am I ready?’ documents for relevant roles

  Yes

  No

  N/A

• Can explain the 5 key stages of each learning journey

  Yes

  No

  N/A

• Use the learning journey activity for this

• Can find and explain the developing our teams guide in Mable

  Yes

  No

  N/A

• Can find the developing our team members/team leaders guides on Mable

  Yes

  No

  N/A

• Has business family tree (succession plan) completed? (Upload here)

  Yes

  No

  N/A

Inductions

• Can find all relevant induction documents in Mable

  Yes

  No

  N/A

• Can find STAR card New team member warm welcome and induction to reference

  Yes

  No

  N/A

• Can find the welcome to M&B e-book

  Yes

  No

  N/A

• Can locate the team members handbook

  Yes

  No

  N/A

• Can find/print blank TNA for relevant role

  Yes

  No

  N/A

• Can explain uniform policy and where to order these

  Yes

  No

  N/A

• Can describe the warm welcome

  Yes

  No

  N/A

• Can find/explain learning journeys summary document

  Yes

  No

  N/A

• Can explain what an effective professional discussion is

  Yes

  No

  N/A

• Can explain which training must be completed on day 1

  Yes

  No

  N/A

• Team files contain all required documents (just check last 3 hires from new starters report)

  Yes

  No

  N/A

Next steps following day-1 induction

• Can set up team member TNA on Mable and add relevant skills

  Yes

  No

  N/A

• Can explain what is involved in 4 week review

  Yes

  No

  N/A

• Can explain what is involved in 13 week review

  Yes

  No

  N/A

STAR training

• Can put the 5 steps of the STAR process in correct order (using hand out cards)

  Yes

  No

  N/A

• Can describe the 3 roles in STAR and their responsibilities

  Yes

  No

  N/A

• Use the STAR activity sheets for this section

• Can find and explain assessor cards in Mable

  Yes

  No

  N/A

• Can find team member sign off requests in managers dashboard and how to approve them

  Yes

  No

  N/A

• Can find STAR cards using the find learning tab in Mable

  Yes

  No

  N/A

• Can find and explain how to track progress on STAR training of team members

  Yes

  No

  N/A

• Ensure you cover running the course completions report and after exporting you can filter to STAR course completions to monitor progress

• Can explain how team can access STAR cards in their TNA and what action the assessor would take if assessment fails

  Yes

  No

  N/A

• Can explain how team members request sign off

  Yes

  No

  N/A

• Evidence of STAR wall/folder in site?

  Yes

  No

  N/A

Mable reporting

• Can demonstrate how to access Mable reports

  Yes

  No

  N/A

• Can demonstrate how to schedule a report in Mable

  Yes

  No

  N/A

• Ensure the following reports are scheduled during visit:
  Essential learning (overdue and due in 14 days)
  Planned courses
  Course completions in last 7 days
  
  Add in any additional reports if needed
  

People compliance

• Staying legal >98% ?

  Yes

  No

  N/A

• V&V completions >90%?

  Yes

  No

  N/A

• % of team with no TNA <10%?

  Yes

  No

  N/A

• Has minimum of 2 apprenticeships in site (external and internal recruits)?

  Yes

  No

  N/A

• % outstanding essential learning

• Number of TC/SS/KTL in site?

• % TL workshop 5 completions?

• Any additional notes?

• Action plan/next steps

• Signed District Trained

  Sign

• Review action plan by