Apprentice Performance Review Template for England and Wales

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Apprentice Performance Review Template

I need an Apprentice Performance Review Template for our manufacturing apprenticeship program that includes specific technical skills assessment sections and health & safety compliance, to be implemented across our 5 UK sites from January 2025.

Document background

The Apprentice Performance Review Template is a crucial document for organizations managing apprenticeship programs in England and Wales. It facilitates regular assessment of apprentices' progress, ensuring compliance with statutory requirements while supporting their professional development. The template should be used at agreed intervals throughout the apprenticeship period, typically quarterly or bi-annually, to document achievement of learning outcomes, workplace competencies, and identify areas for development. It serves as both a progress tracking tool and official record of the apprentice's journey.

Suggested Sections

1. Apprentice Information: Basic details including name, employee number, department, supervisor details, and apprenticeship program

2. Review Period: Specific dates covered by the review and stage of apprenticeship

3. Performance Objectives: Assessment against set objectives, competencies, and key performance indicators

4. Training Progress: Evaluation of progress against required qualifications, training modules, and learning outcomes

5. Attendance and Punctuality: Record of attendance, timekeeping, and compliance with working hours requirements

6. Overall Performance Rating: Summary evaluation and rating of the apprentice's overall performance

Optional Sections

1. Health and Safety Compliance: Assessment of compliance with health and safety requirements for technical or industrial apprenticeships

2. Customer Feedback: Documentation of external feedback and performance in customer-facing situations

3. Project Work: Evaluation of specific project contributions and achievements

4. Behavioral Competencies: Assessment of soft skills, teamwork, and professional conduct

Suggested Schedules

1. Competency Framework: Detailed breakdown of required competencies and assessment criteria for the specific apprenticeship program

2. Training Log: Comprehensive record of completed training modules, qualifications, and certifications

3. Development Plan: Agreed actions, development goals, and timeline for the next review period

4. Evidence Portfolio: Collection of supporting evidence, achievements, and documentation of competencies

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Manufacturing
Construction
IT and Digital
Financial Services
Healthcare

Relevant Teams

Human Resources
Learning & Development
Operations
Quality Assurance
Professional Services

Relevant Roles

Apprentice Engineer
Apprentice Digital Marketing Executive
Apprentice Electrician
Apprentice Data Analyst
Apprentice Healthcare Assistant

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Authors

Alex Denne

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