The report entails the apprentice finishing a written report based mostly on a major and outlined venture that has an actual enterprise software and profit. The venture should be accomplished on-programme within the final 6 months previous to gateway, and isn’t assessed. The report should then be written through the EPA interval and shall be assessed.

The venture report, presentation and questions should be structured to offer the apprentice the chance to show the KSBs mapped to this evaluation methodology to the best obtainable grade. The EPAO should discuss with the grading descriptors to make sure that the report is pitched appropriately

This evaluation methodology contains 2 parts:

  • Venture Report
  • presentation with questions and solutions

The venture report and any parts should 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 shall be to evaluate the apprentice on the next themes:

  • Trade 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 show the appliance 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 suitable. The venture itself shouldn’t be assessed.
  • It’s a vital and related piece of labor that totally exams each larger and decrease order data, abilities and behaviours.
  • This piece of labor ought to have an actual enterprise profit and is due to this fact a cheap evaluation methodology

Element 1: Venture report Supply

The venture report, presentation and questions should be structured to offer the apprentice the chance to show the KSBs mapped to this evaluation methodology to the best obtainable grade.

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

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

This piece of labor can also be based mostly 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 goal and meets the present wants of the enterprise
  • The planning and design of a venture that has a strategic relevance and the potential so as to add worth to the organisation.

The venture report should be accomplished through the EPA interval and shall be based mostly on the venture accomplished pre-gateway. The venture won’t be assessed, nonetheless the venture report shall 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 resolve the venture report title and scope at gateway to make sure it’s appropriate.

The apprentice can solely begin the venture 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 venture report. The venture report and content material ought to be accomplished unaided.

The apprentice may match as a part of a crew which might embody technical inner or exterior assist. Nonetheless, the venture report should be the apprentice’s personal work and shall be reflective of their very own position and contribution. The apprentice and their employer should verify that the venture report is the apprentice’s personal work when it’s submitted.

The report should embody at the very least:

As a way to make sure the report is strong and sufficiently covers the KSBs, the report ought to embody, at the very least:

  • An govt abstract
  • An introduction
  • The scope of the venture
  • Goals of the venture (together with key efficiency indicators)
  • How the venture outcomes had been achieved
  • Consequence/Outcomes

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

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

Element 2: Presentation with questions


Within the presentation with questions the apprentice delivers a presentation to an impartial assessor based mostly on the report and critically evaluates their outcomes and outcomes. The impartial assessor should ask questions following the presentation. This provides the apprentice the chance to show 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 venture report is the apprentice’s personal work
  • to evaluate any KSBs which aren’t evident within the venture 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 displays should embody at the very least:

  • an outline of the venture report
  • the scope of the venture 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 concurrently the apprentice submits the venture 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 could have entry to:

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

The impartial assessor should have at the very least 2 weeks to mark the report to permit the impartial assessor to arrange questions.

The EPAO should give the apprentices at the very least 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 embody a presentation of 20 minutes and questioning lasting 40 minutes. The impartial assessor can enhance the entire 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 needed.

The impartial assessor should ask at the very least 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 could be carried out by video conferencing. The EPAO should have processes in place to confirm the identification of the apprentice and make sure the apprentice shouldn’t be being aided.

Query and useful resource growth

The EPAO should write an evaluation specification and query financial institution. The specification should be related to the occupation and show how one can assess the KSBs mapped to this evaluation methodology. It is suggested that is finished in session with employers of this occupation. EPAOs ought to keep the safety and confidentiality of EPA supplies when consulting employers. The questions should be unpredictable. A query financial institution of adequate dimension will assist this. The evaluation specification and questions should be reviewed at the very least 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 applicable 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 commonplace.

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

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

  • impartial assessor EPA supplies which embody:
    • 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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