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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

AI apprenticeship units: employer guide 2026

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

AU0002 AI leadership unit – provider delivery guide

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

AU0002 AI leadership unit – learner guide

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

UK AI Action Plan employer toolkit

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

Open toolkit

Skills England transition guide

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

Open guide

UK AI education & training policy tracker

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

Generative AI workplace policy template

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

AI workforce readiness planner

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.