SS02 (T) Getting to grips with Assessment Skills

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Date(s) - 19/08/2024
2:00 pm - 4:00 pm


Under the requirements of the Training & Competence sourcebook anyone who acts in the capacity of a supervisor with someone performing an activity listed in Appendix 1 must have the necessary coaching and assessment skills to discharge these responsibilities. Managers who assess a person’s fit and proper status under the certification regime are also expected to have the appropriate coaching and assessment skills.  These skills are essential for the effective operation of any competence assessment.

2be Development Consultancy offers this online workshop which  covers the content associated with assessment skills. This interactive session fully engage delegates without reliance on any role plays.

Each online workshop will last for 2 hours and will be facilitated using either  ZOOM or TEAMS software.  See below

The date and session are as follows:-

Assessment Skills
19 August (Teams)
30 August (Zoom)
12 September (Zoom)
18 September (Teams)

Future dates will be added

Who should attend?
Anyone who is about to be appointed into a role or has recently been appointed into a role that requires skills in coaching & assessing.  We are also told that it acts as a great refresher for people. This can include Team leaders, overseers, supervisors, sales managers etc. 

To understand the four stages of the assessment process and how to use them
To use the four main methods of assessment to gather objective evidence of competence
To build a portfolio to prove a person’s competence using the rules of evidence
To capture sufficient, accurate evidence during an assessment
To classify and evaluate a person’s performance against agreed standards
To plan and structure your feedback and coaching sessions

How to book
To reserve a space at a workshop you must email  You will receive a booking confirmation and a joining link nearer the workshop

How much does it cost to attend?
These workshops form part of our Summer School programme.  This comprises 4 X 1 week blocks of our popular workshops.  You can attend any workshop.

Each workshop is available for the special price of £40+VAT (normally £95 +VAT)

Please note
These events are workshops not webinars.  Delegates are asked to have their microphone enabled and ideally their camera engaged.
These sessions are not recorded.
In view of the special offer these sessions carry a full cancellation charge for either cancellation or a no show on the day.
Delegates are able to switch events to another Summer school session without additional charge, subject to availability


About Author

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I provide consultancy and support to UK based financial services companies helping them to design and implement practices that develop their people, achieve their business goals and comply with the needs of the regulators. I specialise in T&C, competence assessment and conduct which may be of particular interest to companies as they address the requirements of the Certification Regime and Code of Conduct requirements. My specialities include: Knowing you have a business to run Valuing your people as your greatest asset Keeping things simple, practical and relevant Engaging the business to promote ownership Ensuring Compliance is a natural by product of doing things well

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