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Christopher Douce

Practice tutor spotlight session: Tripartite meeting fundamentals

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Edited by Christopher Douce, Thursday 6 November 2025 at 13:53

Another day, another CPD session. In addition to being a tutor, I’m also what is called a practice tutor (PT), where I help to support the school’s apprenticeship programme. On 6 November 2025 I went along to a relatively short session about something called the tripartite apprenticeship meeting. It is called this, since it involves, perhaps unsurprisingly, three parties: the apprentice, their line manager, and the OU practice tutor.

What follows are some notes that reflects both the session, and the role of the practice tutor.

Session summary

During the initial meeting, there is an intention of sharing information about roles and responsibilities. It is an opportunity for the PT to gain an understanding of apprentice’s starting point, and to set initial targets. It is also an important opportunity to offer a useful summary of the apprenticeship programme to both the apprentice and their line manager. It is also important to introduce the Knowledge Skills and Behaviours (KSBs) which are integral to an apprenticeship standard.

All the other tripartite meetings will be progress meetings with a priority on making sure the apprentice feels supported. A key objective is to set discuss progress regarding existing objectives, set new objectives, and to address any issues that may have arisen. Like with the first meeting, an important focus is the KSBs, and finding practical ways to evidence their attainment.

During the session, we were asked to reflect on:

  • What steps did we follow to prepare for our meeting?
  • How did I manage the timing and organisation of the meeting?
  • What was my approach to supporting goal setting (and how they relate to KSBs)?
  • What might I do differently next time?

We didn’t really get to discuss our reflections in depth, but there was some sharing of views. One useful tip that I picked up was: do consider sending an apprentice example of goals in advance of a meeting.

We then moved onto the importance of goal setting, which use SMART goals. This is, of course, an abbreviation for: specific, measurable, achievable, relevant, and time bound. When it comes to measurable, this could relate to the completion of a certain number of TMAs by the next review, or uploading certain elements of evidence.

The Skills Scan was mentioned. This is a detailed questionnaire, which should be completed every 6 months, that is used to identify gaps in the apprentice’s KSBs. In turn, the results from the Skills Scan can be used to help to guide the creation of goals.

SMART goal targets can be short term, or long term. A short term goal might be as simple as completing a Skills Scan. A long term goal might be meeting career goals and necessary regulatory standards. They can also be skills based, certification based, professional development, time management, or even team working.

Reflections

I am really very familiar with the notion of SMART goals. By attending this session, I realised that I wasn’t applying the SMART framework as rigorously as I could have been. I found it helpful to think of them in terms of short-term and long-term goals.

In advance of a tripartite meeting, one of the things I always do is I carefully review all the records that I have about an apprentice. It takes me a bit of time: I look at where they are in the programme and what their most recent TMA scores have been. If available, I also have a look at a completed Skills Scan questionnaire that is available through the e-portfolio tool that we used. I also will look at any evidence that has been submitted, to determine whether there is anything I need to sign off. What I really need to do more of is to review the previous objectives that have been set.

I also feel that the objectives need to speak more directly to any gaps that I see, and also the characteristics of the degree apprenticeship programme.

Acknowledgements

Many thanks to the facilitators Jennifier Hillman and Kelly Guilfoy.

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Christopher Douce

Enhancing Practice in Tripartite Review Meetings - Off-the-job training

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On the afternoon of 18 June 24, I attended a continuing professional development event which was designed for practice tutors (PTs) that were supporting the university’s degree apprenticeship scheme. The aim of the session was to talk about off the job time (which is sometimes referred to by the abbreviation OTJ). It was for PTs from all faculties: health and social care PTs, nursing PTs, business school PTs and computing and IT PTs.

The session was to explore “effective strategies for supporting apprentices with off-the-job training logs” and it would be “practical and action-focused, drawing on the latest best practice. It aimed to “apply relevant techniques to effectively review learner progress against relevant standards”, to “develop proactive approaches to engagement and support” and to help PTs to “critically reflect on professional practice against the competencies in the Tripartite Meeting Standards”.

This session was a series of other PT “talk and share” CPD sessions that was all about “enhancing practice in Tripartite Review Meetings”. Tripartite meetings are meetings which take place between a practice tutor, an apprentice, and their employer. Here is a list of other related events that have been designed:

  • Setting Personalized Goals and Objectives
  • Embedding & Reviewing Skills Scans
  • Active Listening
  • Working Effectively with Employers
  • British Values

What follows is a set of rough notes from the off-the-job training time event that I attended.

Off-the-job training

Every apprentice must complete 20% of off the job hours, which is a part of the apprenticeship agreement. These hours take place within regular working hours, but are distinct from work that is carried out that relates to employment.

OTJ training can take place in different locations, and must help with learning of skills that relate to knowledge, skills and behaviours. Different apprentices have different patterns, but they should take place on a weekly basis. If apprentices can’t complete their off the job learning, they must take a break in learning; it is that important.

Some definitions from the Department of Education of Skills were shared, to help to understand what is and what isn’t off the top time. For example, is the work directly relevant to the apprenticeship framework? Is it teaching new knowledge, skills and behaviours? Is it taking place within the apprentice’s normal working hours? It is not off the job time if it is about induction or “on-boarding” process, English or maths training, or progress reviews; there are not off-the-job time.

Although the discussions within the session were dominated by definitions of what off the job training is, there was some discussion about the ePortfolio (which is referred to as the ePad), and graphical wheels which summarises the apprentice’s status – most notably in terms of what knowledge, skills and behaviours they have acquired. This relates to the competencies that are fundamental to the apprenticeship. It is important that apprentices keep a detail of what they have done. Practice tutors need to make sure this happens, and they must check to ensure what they are doing with off the job time. Also, the apprenticeship team within the university reviews the records to make sure that study and skills development is taking place.

In the session, there was a useful link to a Myths and Facts resource from the Education and Skills funding agency. A key point in all of this is that off the job time doesn’t have to be provided in a classroom. In the context of the OU, this could be study time carried out at home (through distance learning), or dedicated chunks of time at the workplace.

A final point I noted was about the Skills Scan, which is a document (and a process) which helps to guide the evidencing of the apprenticeship KSBs. It was mentioned that this should be something that is carried out every 6 months. With the apprentices I support, I’ve been encouraging them to complete before every quarterly review, so we can prepare for a discussion.

Reflections

I’m pretty familiar with the notion of OTJ time, since it has been drummed into me over an extended period of time. In advance of quarterly review meetings (and between those meetings) I review what time is being recorded in the ePortfolio system. It was, however, good to have a clear and direct reminder about what OTJ time is, and what it isn’t. This was a popular session, with over 30 PTs finding the time to come along.

I have to confess to missing the first PT CPD event, which was about setting goals and objectives, which might have been useful. Out of all the events that have been advertised, the one about skills scans and the one about working effectively with employers sound the most interesting. These seem to combine together both process and conversation, which strikes me as helpful.

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