People visit

• Conducted on

  Date

• Prepared by

• Site

• GM

• In house Trainer name?

• People present for the visit?

Developing our teams

• Can find learning journeys documents for relevant roles

  Yes

  No

  N/A

• Can explain the 4 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 the welcome to M&B e-book

  Yes

  No

  N/A

• Can locate the team members handbook

  Yes

  No

  N/A

• Can talk through STAR process for a new team member

  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 a development catch up is

  Yes

  No

  N/A

• Can explain what 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 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 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 My Learning 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/training wall 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:
  All learning (overdue and due in 14 days)
  Planned courses
  Course completions in last 7 days
  
  Add in any additional reports if needed
  

Big stretch

• Can they describe the two difference type of catch up with a team member?

  Good

  Fair

  Poor

  N/A

• 1) Development Catch Up for all team members
  NB A separate Performance Catch Up is just help for management / and any supervisors with objectives
  2) Potential Catch Up for those who want to progress to a bigger or more complex role

• Can they explain the process if a team member wants to progress to a bigger or more complex role?

  Good

  Fair

  Poor

  N/A

• Hold a Potential Catch Up:
  • Do they hit the 5 sense check questions?
  • NB – One of the sense check questions is: 4. Does the team member develop themselves as a person working on the behaviours they might need for a future role? If the team member has not completed their learning for their current role the answer to this question is no and they need to complete this first before you hold another potential catch up with them
  • If no – personal workout plan for the sense question they need to work on
  • If yes - review Learning Mindset and Personal Resilience. Add these scores along with MAB code examples into the Potential Gauge
  • If they smash gauge (very few dev areas) commence learning for next role
  • If lots of dev needs, agree and work on personal workout plan
  

• Can they tell you where to find info on Big Stretch?

  Compliant

  Non-Compliant

  N/A

• Big stretch tab on Mable

• Can they tell you who needs to have a PWP?

  Compliant

  Non-Compliant

  N/A

• Everyone – all will be working on something.

• Can they describe potential topics that may be covered in a Development Catch Up?

  Compliant

  Non-Compliant

  N/A

• • MAB Code behaviours
  • Learning Journeys progress
  • Learnings & Reflections from recent workshops
  • How they are – current role and how they want to develop
  • Key Projects
  • Personal Development
  • Their Performance
  

• Can they describe what tools are there for team members on the Big Stretch?

  Compliant

  Non-Compliant

  N/A

• • Videos on MAB Code, Potential Zone, Catch Ups

• Can they describe the process of promoting a team member to Team Coach?

  Compliant

  Non-Compliant

  N/A

• • Potential Zone Catch Up
  • Complete Potential Gauge
  • If smashing it W1 – 5 will open
  • Complete learning
  • Review their learnings & reflections with the team member as part of development catch ups
  • Once W5 successfully completed then promote them

People compliance

• Staying legal >98% ?

  Yes

  No

  N/A

• V&V completions >90%?

  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