Outline template for Functional Skills Decision Meeting Review Template

Georgina Burton

Updated 26 February 2025 01:51

Overview

The guidance below is a suggested approach related to the new the funding rule requirement related to Functional Skills (taken from Apprenticeship funding rules 2024-2025 V2 published on 17th February 2025). Customers should adapt the content and question to suit their own needs and business practice and need to make their own assessment on their compliance with the current funding rules. For more information on how to build a review, please see the Aptem Help Centre guide here.

Review type – signatures and visibility

Settings	Select
Signatures	Select Advisor, Employer and Participant
Visible to	Select Advisor, Employer and Participant
Allow editing prior to reviews?	7 days
Notify when available for editing	Select Employer and Participant
Record time spent	Not selected

Review set up – suggested sections to turn on

Sections	Visibility
Functional Skills	Employer: can view Participant: can view
Custom: Functional Skills Continuation Discussion Learner	Employer: can view Participant: can edit
Custom: Functional Skills Continuation Discussion Employer	Employer: can edit Participant: can view

Configuration of custom sections

Custom: Functional Skills Continuation Discussion Learner

Question/text	Field type	Settings
Current Progress	Title and Description
How confident do you feel using English and/or maths in your apprenticeship and workplace?	Text multiline	Required
Have you encountered any difficulties with English or maths tasks in your role?	Boolean with case block	Required
If YES:
What support would help you improve?	Text multiline	Required
Quality and Career Progression	Title & Description
Do you think achieving a qualification in English and/or maths will benefit your future career goals?	Boolean with case block	Required
If YES:
Please give examples of how this will support your future career goals.	Text multiline	Required
If NO:
If you decide not to continue, do you feel this could limit your future job opportunities or ability to progress in your sector?	Boolean	Required
Have you considered how strong English and maths skills could improve your ability to work independently, communicate effectively, and solve problems in your job?	Boolean	Required
Decision Making	Title & Description
Would you like to continue with your functional skills training?	Boolean with case block	Required
If YES:
If you continue, are you prepared to attempt the assessments before the gateway stage?	Boolean	Required
Please select the functional skills you want to continue.	List item
List Item: English;Maths;Both English and maths
Would you like additional learning support to help you achieve functional skills qualifications?	Boolean with case block	Required
If YES:
Please outline what additional support you would need.	Text multiline	Required
If NO:
What was the last date you actively engaged in English learning?	Date	Optional
What was the last date you actively engaged in Maths learning?	Date	Optional
This will be used to update records and funding claims.	Title and Description
We will use these dates to stop your funding for English and maths. If you are only studying one of these qualifications, please leave the other date blank. You will need to sign a revised training plan to confirm these changes.	Description

Custom: Functional Skills Continuation Discussion Employer

Question/text	Field type	Settings
Workplace and Occupational Requirements	Title & Description
How important are strong English and maths skills for success in your industry and this apprentice’s specific role?	Text multiline	Required
Have you noticed any skills gaps in your apprentice’s communication, numeracy, or problem-solving abilities that could be improved with functional skills training?	Boolean with case block	Required
If YES:
Please outline the skills gaps that could be improved.	Text multiline	Required
Does your industry require specific English or maths skills (e.g., report writing, data analysis, financial calculations, customer communication)?	Boolean with case block	Required
If YES:
Please outline the specific English or maths skills required.	Text multiline	Required
Long-Term Development and Progression
Do you believe the apprentice would benefit from continuing their English and/or maths studies for their current role?	Boolean with case block	Required
If NO:
Do you have any concerns about the impact of stopping functional skills training on the apprentice’s work?	Boolean with case block	Required
If YES:
What are your concerns about stopping functional skills training.	Text multiline	Required
If NO:
Would you be willing to support the apprentice in applying their English and maths skills in real workplace tasks to help reinforce their learning?	Boolean	Required
Compliance and Quality Expectations	Title & Description
Ofsted focuses on developing well-rounded learners with the skills needed for work and life—do you feel withdrawing from English and/or maths aligns with that expectation?	Boolean	Required
How can we work together to ensure the apprentice receives the necessary support to succeed in both their role and their wider personal development?	Text multiline	Required
Decision & Agreement
Do you agree with the apprentice’s decision regarding their functional skills training?	Boolean	Required
If the apprentice decides to stop, do you understand the requirement to re-sign an updated the training plan?	Boolean	Required