Understand the working context.
Discuss the areas that hinder progress with stakeholders and learners. Identify the situations, tasks and behaviours that need attention.
Header could not be loaded. Check that header.html was uploaded with content.
A clear learning brief connects business context, competencies, practice and an assessment conversation.


A purposeful engagement connects a clear need with relevant practice and an opportunity to apply the learning.
Six connected steps help turn a workplace concern into a focused learning engagement. Confirm the assessment and reporting scope with Insite before delivery.
Discuss the areas that hinder progress with stakeholders and learners. Identify the situations, tasks and behaviours that need attention.
Discuss the learning objectives, methods, practice activities and estimated duration before confirming the engagement.
Where appropriate and requested, agree a competency assessment for a selected learner group and the assessment method to use.
Use facilitation, examples and purposeful practice to work on the agreed competency gaps and connect ideas with workplace situations.
Agree when and how to review the use of competencies after training, allowing an appropriate period for participants to apply the learning.
Share the relevant observations and agreed reports with stakeholders to support the discussion of learner progress and next steps.
A workshop scope should reflect the time available, the participants’ starting point and the opportunity for application afterwards. Bring these questions into the discussion before choosing activities or a duration.
Can the learner demonstrate the skill? Can they recognise when to use it? What feedback or support would help the next attempt?
These questions help frame a learning conversation. They do not replace a clear agreement on what a specific engagement will assess.
Discuss assessment and scope ↗Discuss assessment requirements explicitly with Insite. The published process includes assessment options, but the method and reporting should be agreed for the engagement.
Financial return depends on many factors, including application, work conditions and business measures. Agree on learning and behaviour indicators rather than assuming a guaranteed return.
Bring the audience, workplace challenge, intended behaviour, approximate group size and preferred timing.
Share your audience, workplace challenge and preferred timing with Insite.
Footer could not be loaded. Check that footer.html was uploaded with content.