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Resource library for apprenticeship and training provider teams

Download practical templates your teams can use immediately for quality assurance, compliance preparation, and procurement evaluation. This library now includes separate tracks for US and UK promotion.

Free checklists Template workbooks Operational planning tools

Choose your promotion track first

Keep US and UK campaigns separate so messaging, proof points, and conversion paths stay relevant to each market.

US 30-day content calendar

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

Open US calendar

UK 30-day content calendar

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

Open UK calendar

US promotion content kit

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

Open US kit

UK promotion content kit

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

Open UK kit

US workplace training resource hub

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

Open US hub

Ofsted inspection readiness checklist

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

Open resource

KSB mapping workbook template

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

Open resource

OTJ hours tracker template

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

Open resource

Vendor evaluation scorecard

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

Open resource

Apprenticeship ROI calculator

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

Use calculator

LinkedIn post series kit

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

Open kit

Progress review meeting template

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

Open resource

ILR data audit template

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

Open resource

Learner onboarding checklist

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

Open resource

Apprenticeship starts process map

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

Open resource

IQA sampling plan template

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

Open resource

End-of-programme completion checklist

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

Open resource

Transfer of apprenticeship template

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

Open resource

Employer due diligence checklist

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

Open resource

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.

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.