L5: Module 4: Tripartite Review Agenda (30 Minutes)

Note to learner:

• • Please share this agenda with your line manager in advance of the meeting so that they can prepare and/or refer to any specific Performance Testimonies they have provided.
  • Please note the timing of each section. Stay concise and clear in your feedback.
  • Please re-score the questions outlined below in your Skills Radar using the attached , and reflect on any changes. Refer to:  

1. 1. How well do you understand your own deeper motivations, strengths, weaknesses and biases and how you come across to others?    
   2. How would you rate your ability to prioritise and manage your time?  
   3. How would you rate your ability to act inclusively?
   4. How would you rate your ability to actively listen and to give, solicit and receive feedback?
   5. How would you rate your ability to forge trusting and highly collaborative working relationships?
   6. How would you rate your ability to present, chair meetings and communicate in a clear, concise and compelling way in written, digital and spoken form?
   7. How would you rate your ability to show resilience, determination and accountability when managing difficult situations?
   8. How would you rate your ability to build a high-performing team by developing, motivating and coaching others and adapting your leadership style appropriately?
   9. How would you rate your ability to articulate organisational strategy to your team in simple and relatable ways?
   10. How would you rate your ability to manage and develop performance?
   11. How would you rate your ability to act fairly, impartially and professionally and in line with organisational values?
   12. How would you rate your understanding of organisational governance and compliance requirements (including organisational ethics)?
   13. How would you rate your knowledge of how to monitor and control budgets?
   14. How would you rate your ability to make use of specific project management methodologies to plan, implement and monitor significant work projects?
   15. How would you rate your ability to systematically solve problems and make well-thought-through decisions?
   16. How would you rate your ability to remain positive in the face of change and act in creative, innovative, enterprising and agile ways?

1. What has gone well, and what has been challenging since the start of the programme? (12 mins)

• • Learner to comment on at least three specific ideas, techniques or skills they have learnt since starting the programme. Include which events they have attended and their takeaways and impact to their role.
  • Learner and coach to comment on any additional support the learner might need (e.g. Functional Skills or ALS). 
  • Learner and coach to comment on any changes to their Skills Radar scores.
  • Coach to comment on overall progress, based on the learner’s current RAG status:
    • Line manager to comment on how they’ve been able to support the learner in terms of giving the learner sufficient OTJ time to complete the programme.
    • If need be, coach, learner and line manager to agree an action plan to get the learner back on track. 
    • NB: this action plan must have clear SMART objectives and be documented in the review write-up.

2. Line manager to comment on when/how they have observed the learner effectively demonstrating some or all of the below: (8 mins)

• • Managing a project/using project management tools/techniques
  • Planning for and mitigating risks
  • Managing a budget/considering the financial implications of decisions
  • Making use of problem-solving/decision-making techniques (including data analysis)
  • Producing reports and management information
  • Planning, organising and managing resources
  • Making use of specialist advice to deliver against plans
  • Being flexible to the needs of the organisation
  • Being creative, innovative and enterprising when seeking solutions to business needs
  • Being open to new ways of working

Line manager to add any other changes or developments they have noticed and/or specific areas for improvement for the learner to work on in the next module.

3. British Values & EDI (7 mins)

Learner to:

• Describe in what ways has the British value of Mutual Respect/Tolerance shown up for them in this module. For example, when managing challenging conversations or delivering/receiving feedback.
• Since the last module, describe how they have managed to continue to act inclusively and/or promote an inclusive atmosphere at work.

4. Ongoing Advice and Guidance (3 mins)

• • Learner to comment on how their learning has so far impacted their view of what they might go on to do after the programme finishes.  
    
    

5. Any final comments...  

• • Learner, line manager and coach to comment.

Please remember to book your next Tripartite Review via your coach’s YouCanBook.Me link.