Resource library

Templates that ship your L&D ops.

Checklists, workbooks and templates for apprenticeship and L&D teams — the working documents your operation actually needs. Free to download and built to be edited.

30+ templates · Two market tracks · Updated for 2026

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Filter by what you're working on. All 28 resources are free to download and edit.

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Kit

US 30-day content calendar

Marketing & L&D leaders

Day-by-day US posting plan focused on manager productivity, workflow consistency, and ROI proof.

Open US calendar
Kit

UK 30-day content calendar

Marketing & L&D leaders

Day-by-day UK posting plan focused on manager capability, governance, and sustainable AI adoption.

Open UK calendar
Kit

US promotion content kit

L&D & marketing teams

Separate US campaign copy focused on manager productivity, fixed-scope pilots, and 30-45 day ROI proof.

Open US kit
Kit

UK promotion content kit

L&D & marketing teams

Separate UK campaign copy focused on manager capability, governance, and sustainable AI adoption quality.

Open UK kit
Guide

US workplace training resource hub

US L&D leaders

Dedicated resources for US L&D and operations teams tackling manager productivity, workflow consistency, and AI adoption challenges.

Open US hub
Checklist

Ofsted inspection readiness checklist

Training providers · Quality leads

A structured pre-inspection checklist covering learner files, safeguarding evidence, curriculum intent documentation, and review record quality.

Open resource
Workbook

KSB mapping workbook template

Curriculum & quality teams

CSV workbook format for mapping evidence to KSBs, tracking coverage thresholds, and highlighting gateway evidence gaps by learner and cohort.

Open resource
Template

OTJ hours tracker template

Tutors · Curriculum leads

Operational tracker to monitor logged, approved, and remaining OTJ hours with pace risk flags and tutor follow-up actions.

Open resource
Template

Vendor evaluation scorecard

Procurement & operations leads

Weighted scorecard template to compare apprenticeship platforms across delivery workflows, compliance, migration, and implementation fit.

Open resource
Calculator

Apprenticeship ROI calculator

Finance & operations leads

Estimate admin hours saved and first-year financial impact from reducing manual reporting and workflow duplication.

Use calculator
Kit

LinkedIn post series kit

Marketing teams

Three ready-to-use LinkedIn post drafts that drive traffic to your migration, compliance, and comparison resources.

Open kit
Template

Progress review meeting template

Tutors & assessors

Structured review template covering mandatory fields, SMART targets, OTJ pace, employer sign-off, and Ofsted evidence requirements.

Open resource
Template

ILR data audit template

MIS & data teams

Audit workbook to identify ILR submission errors, missing fields, and funding mismatches before ESFA year-end returns.

Open resource
Checklist

Learner onboarding checklist

Delivery teams

Complete checklist covering commitment statement, ILR setup, EPA registration, safeguarding induction, and platform access from day 1.

Open resource
Guide

Apprenticeship starts process map

Operations leads

End-to-end workflow from employer enquiry to first progress review, with compliance checkpoints and owner assignments at each stage.

Open resource
Template

IQA sampling plan template

Quality assurance teams

Risk-stratified sampling plan for quality teams — sample selection criteria, moderation records, assessor feedback, and action tracking.

Open resource
Checklist

End-of-programme completion checklist

Delivery teams

Everything needed to close a learner record correctly after EPA — ILR updates, certificate collection, file archiving, and employer notification.

Open resource
Template

Transfer of apprenticeship template

Operations & employer leads

Process checklist for employer changes mid-programme — ILR management, new employer onboarding, commitment statement reissue, and OTJ continuity.

Open resource
Checklist

Employer due diligence checklist

Business development teams

UKPRN verification, levy status, workplace suitability, and safeguarding checks for BD teams onboarding a new employer partner.

Open resource
Guide

AI apprenticeship units: employer guide 2026

HR · L&D · business leaders

For HR, L&D and business leaders using the new AI units to upskill senior staff — who qualifies, levy funding step by step, making the internal business case, choosing a provider, and what to do after.

Open guide
Guide

AI leadership unit courses: AU0009, AU0010 and AU0011

L&D leaders

TIQPlus course links for the new Level 5 AI leadership apprenticeship units covering strategy and opportunity, adoption and governance, and organisational transformation.

View courses
Guide

AU0002 AI leadership unit – provider delivery guide

Training providers

Everything providers need to deliver AU0002 (AI Leadership: Developing AI Strategy) — Level 5, approved March 2026. Learning outcomes, K&S mapping, Skills Test design, and employer targeting.

Open guide
Guide

AU0002 AI leadership unit – learner guide

Apprenticeship learners

Written for the individual learner: plain-English explanation of each learning outcome, what the Skills Test involves, how to pitch the unit to your employer, and what you’ll be able to do differently at the end.

Open guide
Kit

UK AI Action Plan employer toolkit

Employers · HR teams

Employer readiness checklist, funded training route guide, and 90-day action framework responding to the UK government’s AI Opportunities Action Plan.

Open toolkit
Guide

Skills England transition guide

Training providers · Compliance leads

What changes and what stays the same as Skills England replaces IfATE — standards reform, assessment model changes, and the provider transition checklist.

Open guide
Tracker

UK AI education & training policy tracker

Provider leadership

Live status of AI policy across DfE, Ofqual, Ofsted, Skills England, DSIT, ICO, JCQ, and ETF — eight bodies, their current positions, and what providers must act on now.

Open tracker
Template

Generative AI workplace policy template

HR · L&D · IT teams

Ready-to-adapt eight-section AI policy covering approved tools, data protection, IP, output verification, disclosure obligations, and incident reporting — aligned to UK GDPR and CDPA 1988.

Open template
Workbook

AI workforce readiness planner

HR · L&D leaders

Assess your workforce against a four-tier competency matrix, map funded training routes by role level, and plan your 12-month AI skills implementation — with a sector quick-reference table and scoring tool.

Open planner

How to use these resources

  • Use the checklists as operational working documents, not one-off audit artifacts.
  • Assign an owner for each resource so updates stay current as requirements change.
  • Review monthly with delivery, quality, and compliance leads to keep evidence standards consistent.

High-intent US buying pages

Want these tailored to your delivery model?

Book a focused walkthrough and we can map these templates to your current apprenticeship standards, team structure, and reporting obligations.