In advance of this meeting:

- Share this agenda with your line manager

- Draft at least one SMART target to review in the meeting. Upload as a ‘Note’ against the relevant Tripartite Review component in Aptem.

- Re-score and upload your updated KSB Assessment Form against the relevant Tripartite Review component in Aptem.
- Prep your Line Manager to come ready to provide Performance Testimony on any KSBs they might have observed you meeting so far.

1. Progress Check-in (5 mins)

- Learner and coach to check and discuss overall progress based on:
  - RAG status, difference between completed and target hours
  - Completed active learning every month
  - Event attendance (there are multiple opportunities to attend each event).
- Learner and coach to review progress on Functional Skills (if relevant) and/or to identify any additional learning (SEND) support the learner may need.

2. KSB Assessment Form Review and Performance Testimony (15 mins)

- Learner to share their KSB Assessment Form and discuss any movement in the KSBs, paying particular attention to the 4 key behaviours: taking responsibility, being agile, acting professionally, and acting inclusively.

- Line manager to review where they have observed the learner effectively demonstrating any skills and behaviours, highlighting areas of growth and identifying areas for future development.

- - Note: if the Line Manager provides useable Performance Testimony, learner to add a time-stamped link to this recording at the relevant place in their Portfolio Workbook.

3. PDP Review: Professional Development and CPD (5 mins)

- Learner to comment on any changes or updates to their PDP document.

- Learner to comment on what CPD activities they have done outside of the programme and any future CPD or professional development aims they have identified.

- Coach and line manager to comment on any ways to support the learner with this.

4. SMART Plan and End Point Assessment Review (5 mins)

- All to re-confirm the End Point Assessment Gateway Review date and check that the learner is on track to attend their meeting on the planned date.

- All to agree a SMART plan to help the learner get to where they need to be before the next Tripartite Review.

5. And finally, please remember to:

- Book your next Tripartite Review with your coach and line manager.

- Share the next Tripartite Review agenda so that your line manager can help you to gather the evidence you need.

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