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Individual Learning Plan
Section 1: Learner Details
Title
Full Name
Date of Birth
Age Group
16-18   19-23
NI Number
24+
Postcode
Home Address
Borough/ County
Work No.
Home No.
Mobile No.
Preferred Email
Unique Learner Number
Learner reference number
Learning Start Date
Qualification
Title
Learning Planned End Date
Level
Employed?
Unemployed?
 L1
Hours
and Contract Type
Full Time (over 30 hrs)
Other
Self-Employed
Permanent
OR
Length of unemployment
Is the learner NEET?
Months
(not in education, employment or
training)
Yes
 L2  L3  L4  L5
 Part Time (under 30 hrs)
 Temporary
 Volunteer
Years
No
On JSA?
Yes
No
Section 2: Training Provider Details
Training provider name:
Training provider address:
Training provider main contact
number:

Assessor/Tutor name:
Assessor/Tutor
Mobile No.:

IQA contact No.:

Assessor/Tutor Email:
IQA name
Section 3: Prior Qualifications and Experience
Qualification Title (prior
attainment)
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Date
Awarded
Exempt from
Grade/Level Functional
Skills? (Y/N)
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Exemption
Evidence
seen?
Copy
Received?
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Recent Employment & Volunteering (Last 5 Years)
Employer/Work
Placement
Date Employed from to
Position/Job role
Section 4: Initial Assessment & Diagnostic Summary:
Assessment Method
Date of Test:
Results:
Used:
Initial Assessment –
English
Duties included
Recommendations/Areas to Work
on/Support Required:
Initial Assessment –
Maths
Initial Assessment – ICT
Additional learning needs
support required (ALN)?
Yes
No
Additional social needs
(ASN) support required?
Yes
No
Preferred Learning Style: please enter the result
Visual Learner (prefers
images
Skills Scan Complete
Auditory
Learner (prefers
words/sounds)
Yes
Kinaesthetic Learner
(learns by doing
Copy of Initial Assessment & Skills Scan must be submitted
Comments
Section 5: Personal, Career & Progression Objectives:
Personal Development, Career & Progression Objectives (Record the employment objectives of the learner,
any areas for development relevant to their role and any further career/ progression aspirations)
Rationale (Identify why the learner should undertake this qualification and at the level decided)
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
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Support Arrangements:
Travel
Yes
No
Responsibilities i.e. Care Commitments:
Yes
No
Benefits
Yes
No
Housing i.e. Lodgings:
Yes
No
Support Plan: (Record any planned support arrangements for the learner)
Section 6: Framework
Title of
outcome
Qualification
Reference
Number
AO
Qualification
Start Date
Planned
Completion
Date
Registration
Number
Registration
Date
Actual
Date of
Completion
Advanced
Learner
Loan
Fee**
**Learner must be eligible for 24+ Advanced Learner Loan.
If the learner decides to apply for a Loan, you must give them information in the learning and funding information letter
to help them make their application. This letter is vital in the application process, as otherwise the learner will not have
the relevant information to fill in either the paper or online Loan application.
Section 7: Learning Plan
M = Mandatory Unit
Unit No
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M/O
O = Optional Unit
Title
GLH
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Credits
Blended
Delivery
Completion
Date
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Blended Delivery Evidence Types
PRO Project
OBS Observation
OQ Oral Questions
SIM Simulation
WT Witness
Testimony
PD Professional
Discussion
WP Work Product
Evidence
RPL Recognition of
Prior Learning
GD Guided
Discussion
ASM Assignment
PR Peer Review
TR Test Result
WQ Written
Questions
PS Personal
Statement
RA Reflective
Account
Yes
No
Has recognised prior learning been considered?
Yes
No
Total no. of Credits
Are they sufficient to meet the needs of the award?
Yes
No
Total GLH
Are they sufficient to meet the needs of the award?
Yes
No
Rules of Combination
Have they been reviewed as required for this
qualification?
RPL
Section 8: Planned Progression Reviews & Assessment Dates
Tech
Cert
F/S
PLTS
HLAM
ERR
H&S
CP/S
G
E&D
Actual
Review Date
QCF
Proposed
Review Date
Add
Supp
Formal Review Dates: (Discuss progress against Additional Support, NVQ, Diploma, Functional Skills, Personal Learning & Thinking
Skills, Help Learners Achieve More, Employer Rights & Responsibilities, Health & Safety, Child Protection/Safeguarding Adults and
Equality & Diversity)










Section 9: Induction
The following topics were discussed and understood by the learner during the induction period:
All learners will participate in an induction with covers the content below as a minimum requirements:
Subject
Yes/No
Programme content & delivery (QCF, ERR, Tech Cert, Functional Skills, Portfolio, EAssessor)
Reviews – the importance and frequency
Equal Opportunities & Help Learners Achieve More (HLAM) (Why and how we will
be covering these through reviews)
Health & Safety
Disciplinary & Grievance Procedures
Terms & Conditions of the Learning Agreement
Child Protection/Safeguarding Adults Statement
Appeals against assessment decisions
Complaints procedure
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Date induction
completed
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Data Protection
People involved in your learning
Working time regulations
Agreed break in learning
Wellbeing
Your learning programme is ESF funded
Inductor
Signature:
Learner Signature :
To be discussed following completion of your enrolment:
Main reason for learning?
Preferred learning methods?
Preferred time of day for learning?
Section 10: Enrichment Activities
Where enrichment took
Date of enrichment:
place:
Describe the activities the
Learner was involved in:
Hours spent on the
enrichment activity:
Section 11: Declaration
Learner: I have discussed with my Training Provider and Employer (where appropriate) the content and
details of this plan and I am satisfied with the arrangements set out within. I confirm this plan was prepared
and completed during my induction period.
IAG: This Individual Learning Plan has been discussed agreed and is based on the Information, Advice and
Guidance given to me by my training provider.
Names:
Signature:
Date:
Learner’s:
Tutors/Assessor’s:
Internal Quality Assurer:
Section 12: On Hold Form (to be reviewed every 4 weeks with the learner & employer)
Learner Name
On hold from
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D
D
M
M
Y
Y
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Return to learning date
D
D
M
M
Y
Y
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Reasons for a break in learning:
a
Maternity leave

b
Health reasons

c
Bereavement

d
Redundancy

e
Resigned from employment


f
Other – please specify:
Tutor/Assessor Comments:
If the Learner is unavailable an email or letter from the employer must be provided as evidence.
*All reasons must be approved by Wandsworth’s Council Lifelong Learning Senior Management Team.
Internal Quality Assurer Comments:
Learner signature
Date
D
D
M
M
Y
Y
*SMT signature
Date
D
D
M
M
Y
Y
approval
Change of circumstance
Date:
Change:
Signed Learner
Signed Tutor/Assessor:
Declarations and Signatures – End of Learning
Please note that once the Individual Learning Plan has been signed off as complete by the Tutor/Assessor,
it goes through the process of internal verification/moderation and external verification. The learning
programme will only be deemed achieved when this process is completed.
Learner signature
Date
D
D
M M Y
Y
Tutor signature
Date
D
D
M M Y
Y
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Initial - IAG Interview
Please ask your learner each of the following questions and provide their responses to the corresponding
question. This document is to be retained in the portfolio.
1.
What would you like to achieve from completing this course?
2.
Are you aware how your learning programme will support you in your current role?
EXAMPLES:






Gain a new qualification
Improve both current job performance and
hopefully improve your future job prospects
To work safer both for yourself and with other
people
Make you more employable
Shows commitment to training and CPD
Can increase staff motivation




Learn new skills and also refresh
current/existing skills
Improve opportunities for progression within
the organisation
Enhance your CV
Possible salary increase with new
qualification
3.
What are your career objectives?
4
What qualifications and courses do you need to achieve your career objectives?
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5.
Have any barriers to learning been identified? What support is required?
6.
Any further questions?
7.
Carried forward actions (include responsibilities and timescales):
/Tutor Signature:
Date:
D
D
M
M
Y
Y
Learner Signature:
Date:
D
D
M
M
Y
Y
IQA signature: (if
sampled)
Date:
D
D
M
M
Y
Y
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Mid-IAG Interview
Please ask your learner each of the following questions and provide their responses to the
corresponding question. This document is to be retained in the portfolio.
1.
Actions carried forward for review (see Initial IAG document)
2.
Summary of IAG given (since Initial IAG visit)
3.
What is left to achieve in your programme of learning (please list below)?
3.1
What are the timescales for achieving the remaining elements?
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3.2
Can any barriers to the timescales be identified? Do additional visits or support need to be considered?
4.
Is there anything else that needs to be discussed or taken into account which may make the plan unrealistic?
5.
Since the last IAG meeting have your personal or careers wishes and aspiration changed? If so what are they now?
6.
Carried forward actions/Next steps advice (include responsibilities and timescales):
7.
Any further questions or concerns?
Tutor
Signature:
Date:
D
D
M
M
Y
Y
Learner
Signature:
Date:
D
D
M
M
Y
Y
IQA signature:
(if sampled)
Date:
D
D
M
M
Y
Y
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Final-IAG Interview
Please ask your learner each of the following questions and provide their responses to the
corresponding question. This document is to be retained in the portfolio.
1.
Actions carried forward for review (see Initial and MID IAG document)
2.
Summary of IAG given (since Initial IAG visit)
3.
What are your intentions now that you have completed your programme of learning?
3.1
Can we provide advice or support for those Next Steps? If so, what form has this taken?
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3.2
Has an action plan been produced for this support, if so, please list the details below
4.
Is there anything else that you wishes to discuss about the programme of learning?
5.
Any further questions?
6.
Carried forward actions (include responsibilities and timescales):
7.
Would you like to be referred to our Careers Advice Counsellor for further career support?
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Destination after completion of programme
Type
Code
Code description
Tick
EMP
1
In paid employment for 16 hours or more per week
EMP
2
In paid employment for less than16 hour per week
EMP
3
Self employed
NPE
1
Not in paid employment, looking for work and available to start
NPE
2
Not in paid employment, not looking for work and/or not available to start work (including retired)
VOL
1
Voluntary work
GAP
1
Gap year before starting HE
EDU
1
Traineeship
EDU
2
Apprenticeship
EDU
3
Support Internship
EDU
4
Other FE* (Full-time)
EDU
5
Other FE* (Part-time)
EDU
6
HE
SDE
1
Supported independent living
SDE
2
Independent living
SDE
3
Learner returning home
SDE
4
Long term residential placement
OTH
1
Other outcome – not listed
OTH
2
Not reported
Tutor
Signature:
Date:
D
D
M
M
Y
Y
Learner
Signature:
Date:
D
D
M
M
Y
Y
IQA signature:
(if sampled)
Date:
D
D
M
M
Y
Y
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