The report entails the apprentice finishing a written report primarily based on a major and outlined undertaking that has an actual enterprise software and profit. The undertaking have to be accomplished on-programme within the final 6 months previous to gateway, and isn’t assessed. The report should then be written in the course of the EPA interval and will probably be assessed.

The undertaking report, presentation and questions have to be structured to provide the apprentice the chance to display the KSBs mapped to this evaluation methodology to the best obtainable grade. The EPAO should seek advice from the grading descriptors to make sure that the report is pitched appropriately

This evaluation methodology consists of 2 parts:

  • Undertaking Report
  • presentation with questions and solutions

The undertaking report and any parts have to be assessed holistically by the impartial assessor when they’re deciding the grade for this evaluation methodology.

The aim of the impartial assessor’s questions will probably be to evaluate the apprentice on the next themes:

  • Business and firm understanding / Evaluation and drawback fixing
  • Speaking and Influencing
  • Stakeholder Administration
  • Steady Enchancment


This evaluation methodology is getting used as a result of:

  • The report is designed to display the applying of data, abilities and behaviours as they might happen in occupational observe. Producing a report displays regular observe within the office for individuals working on this occupation and at this stage, so this evaluation methodology is acceptable. The undertaking itself isn’t assessed.
  • It’s a vital and related piece of labor that completely assessments each greater and decrease order data, abilities and behaviours.
  • This piece of labor ought to have an actual enterprise profit and is subsequently an economical evaluation methodology

Element 1: Undertaking report Supply

The undertaking report, presentation and questions have to be structured to provide the apprentice the chance to display the KSBs mapped to this evaluation methodology to the best obtainable grade.

The apprentice should full a undertaking within the final 6 months of the apprenticeship earlier than coming into gateway. The undertaking could also be primarily based on any of the next:

  • a particular drawback
  • a recurring concern
  • an concept or alternative.

This piece of labor might also be primarily based on:

  • The necessity to overview and agree a change plan to enhance a particular drawback within the office.
  • The continual enchancment overview of a present course of, service or product to make sure it’s match for function and meets the present wants of the enterprise
  • The planning and design of a undertaking that has a strategic relevance and the potential so as to add worth to the organisation.

The undertaking report have to be accomplished in the course of the EPA interval and will probably be primarily based on the undertaking accomplished pre-gateway. The undertaking is not going to be assessed, nonetheless the undertaking report will probably be assessed.

To make sure the report permits the apprentice to satisfy the KSBs mapped to this evaluation methodology to the best obtainable grade, the EPAO ought to determine the undertaking report title and scope at gateway to make sure it’s appropriate.

The apprentice can solely begin the undertaking report after the gateway. They have to full and submit the report back to the EPAO inside 8 weeks of receiving affirmation of the report title from the EPAO. The employer ought to make sure the apprentice has the time and assets inside this era, to plan and full their undertaking report. The undertaking report and content material needs to be accomplished unaided.

The apprentice may fit as a part of a crew which might embrace technical inside or exterior assist. Nonetheless, the undertaking report have to be the apprentice’s personal work and will probably be reflective of their very own function and contribution. The apprentice and their employer should verify that the undertaking report is the apprentice’s personal work when it’s submitted.

The report should embrace not less than:

With a purpose to make sure the report is powerful and sufficiently covers the KSBs, the report ought to embrace, not less than:

  • An govt abstract
  • An introduction
  • The scope of the undertaking
  • Aims of the undertaking (together with key efficiency indicators)
  • How the undertaking outcomes had been achieved
  • Final result/Outcomes

The undertaking report has a most phrase depend of 3500 phrases. A tolerance of 10% above the phrase depend is allowed on the apprentice’s discretion. Appendices, references and diagrams are usually not included on this complete. An appendix have to be included exhibiting how the undertaking report maps to the KSBs which might be being assessed by this methodology.

Ought to an apprentice fail part 1, the apprentice might want to re-take part 1 earlier than progressing to part 2.

Element 2: Presentation with questions


Within the presentation with questions the apprentice delivers a presentation to an impartial assessor primarily based on the report and critically evaluates their outcomes and outcomes. The impartial assessor should ask questions following the presentation. This offers the apprentice the chance to display the KSBs mapped to this evaluation methodology.

The aim of the questions is:.

  • for clarification
  • to evaluate the depth and breadth of understanding
  • to attest that the undertaking report is the apprentice’s personal work
  • to evaluate any KSBs which aren’t evident within the undertaking report

The presentation will present an outline and salient factors of the apprentice’s report with the chance for questions and solutions presentation with questions and solutions. The impartial assessor should ask questions after the presentation. All shows should embrace not less than:

  • an outline of the undertaking report
  • the scope of the undertaking report (together with key efficiency indicators)
  • abstract of actions undertaken by the apprentice
  • outcomes and the way these had been achieved.

The apprentice should put together and submit their presentation to the EPAO similtaneously the apprentice submits the undertaking report.

The apprentice should notify the EPAO, on the submission of the presentation, of any technical necessities for the presentation. For the presentation, the apprentice may have entry to:

  • Audio-visual presentation gear
  • Flip chart and writing and drawing supplies
  • Pc
  • Every other necessities as beforehand notified to the EPAO

The impartial assessor should have not less than 2 weeks to mark the report to permit the impartial assessor to organize questions.

The EPAO should give the apprentices not less than 1 week(s) discover of the date and time of the presentation with questions.

The apprentice should ship their presentation to the impartial assessor on a one-to-one foundation

The impartial assessor should ask questions after the presentation.

The presentation and questions should final 60 minutes. This can sometimes embrace a presentation of 20 minutes and questioning lasting 40 minutes. The impartial assessor can improve the whole time of the presentation and questioning by as much as 10%. This time is to permit the apprentice to finish their final level or reply to a query if obligatory.

The impartial assessor should ask not less than 8 questions. They have to use the questions from the EPAO’s query financial institution or create their very own questions in-line with the EPAO’s coaching. Comply with up questions are allowed the place clarification is required.

The impartial assessor should use the complete time obtainable for questioning. There’s equal weighting between the presentation and questioning parts.

Evaluation location

The presentation with questions should happen in an appropriate venue chosen by the EPAO (

The presentation with questions ought to happen in a quiet room, free from distractions and affect.

The presentation with questioning may be performed by video conferencing. The EPAO should have processes in place to confirm the id of the apprentice and make sure the apprentice isn’t being aided.

Query and useful resource growth

The EPAO should write an evaluation specification and query financial institution. The specification have to be related to the occupation and display find out how to assess the KSBs mapped to this evaluation methodology. It is suggested that is finished in session with employers of this occupation. EPAOs ought to preserve the safety and confidentiality of EPA supplies when consulting employers. The questions have to be unpredictable. A query financial institution of adequate measurement will assist this. The evaluation specification and questions have to be reviewed not less than every year by the EPAO to make sure they continue to be fit-for-purpose.

The EPAO should develop purpose-built query banks and be certain that acceptable high quality assurance procedures are in place, for instance, contemplating standardisation, coaching and moderation. EPAOs should be certain that questions are refined and developed to a excessive normal.

The EPAO should be certain that apprentice has a distinct set of questions within the case of re-sits or re-takes.

EPAO should produce the next supplies to assist the undertaking report, presentation and questions:

  • impartial assessor EPA supplies which embrace:
    • coaching supplies
    • administration supplies
    • moderation and standardisation supplies
    • steering supplies
    • grading steering
    • query financial institution
  • EPA steering for the apprentice and the employer


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