Initial Meetings
The Restart Process
START
Introduction
The elements on the right hand side of this page will show you interactive elements throughout the course to keep an eye out for, missing these could cause you to miss important. They will have an animation to help them stand out on the relevant pages.
At the end you wll have a quiz on the processes mentioned throughout the course, if you get a question wrong you will need to start the quiz from the beginning until you get the answers correct. Any wrong answers will return you to the page where you can find that information.
We will be travelling down a road with multiple stops in order to gain the Restart Initial Meeting license which will be imperative to your Restart Journey.
Info
Objectives
By the end of this course you should:
- · Be able to be fully complaint when conducting Initial Meeting.
- · Be able to complete all steps if a participant doesn't attend.
- · Complete an Initial Meeting if a participant attends.
- · Deal with any potential unsuitable referrals.
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
This menu will guide you throughout the course and each completed module will turn green. Click the first module to begin.
If the participant doesn't attend
Unsuitable Referrals
Quiz
Compliance and KPI's
Module 1
Module 1 - Compliance and KPI's
This meeting will neeed to be a 1-2-1 face to face appointment. The Initial Meeting will be booked in manually when you completed the Warm Handover with the participant originally. For further information click on the 'info' box to the left.
KPI's and Compliance
+ Info
+ info
Prior to Meeting
If the participant attends
Menu
Compliance / KPI's
.Click on the next module to continue the course.
Quiz
Unsuitable Referrals
If the participant doesn't attend
Prior to the meeting
Module 2
Module 2- Prior to the Meeting
IF there are any training restrictions within the 'Warm Handover' or 'Participant notes' then you will need to speak to the Single Point of Contact (SPOC) to indentify these restrictions and then find a way to best accomodate these. If the SPOC has not been made aware of any restrictions then they will need to get in touch with the Serco SPOC to indentify these prior to the Initial Meeting taking place.
Before the meeting takes place we need to ensure we review the participant record. This is so that details captured during the Warm Handover have been taken into account as we may need to make adjustments to our plans accordingly.
If the participant attends
Menu
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Unsuitable Referrals
If the participant doesn't attend
Quiz
What we do if the participant attends
Module 3
Module 3 - If the participant attends.
We must be checking to make sure we have the correct participant by confirming personal details on the referral, preferably details that wont be available to others such as paperwork confirming NI or address. To ensure the check is satisfactory you should check atleast two pieces of information. Once we are satisfied with these check then we must upload details such as serial numbers from the documents we have checked.
We must give a compliance pack to the participant during this meeting, click on the button below to see the contents:
Info
Module 3- If the participant attends.
Ensure that you check that the participant hasn't started employment since the Warm Handover, if they have started employment then we will need to start a 'Did Not Start' tracker. We must deliver a video overview of the scheme and what will be offered throughout the participants journey. At this point you could register them to Jasper, when doing this you need to consider any required IT support. The Job coach should be making it clear to the participant we will not be asking for bank details and to report any instances of this.
An 'Induction Checklist and Expenses Declaration' must be filled in and signed by the participant to confirm they have read the information, from this it will be signed and dated by the JC and uploaded to Aptem. When uploading this to Aptem ensure you select the participants preferred contact method.
Module 3 - If the participant attends.
When completing the initial meeting on Aptem we must ensure that the day we complete the IM is shown as the actual day of completion so this can be reported. At the end of the appointment you should book the next review. After every meeting any documents and recorded should be updated and uploaded to Aptem within 24 hours of this taking place.
+ info
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Unsuitable Referrals
If the participant doesn't attend
Quiz
What we do if the participant does not attend
Module 4
Module 4 - If the participant doesn't attend
If a participant fails to attend an Initial Meeting you should atleast attempt to make contact and establish the reason for not attending the IM, We should check the participants well being and ensure their circumstances haven't changed. After this we will have to rebook the IM in for another suitable time. If they fail for a second time we will have to call them again to understand the reason for not attending and if there is no 'good cause' you may have to look at the mandating the third appointment. If we can establish a 'good cause' then you will just rebook the appointment following the previous steps without mandating the participant. Finally where the participant does not attend for a third time you will need to mandate them and potentially raise a 'Compliance Doubt' and continue sending invites. Following 30 days of the participant not attending they will be recorded as a 'Did not start' in Aptem, you must also inform the DWP of this outcome.
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Unsuitable Referrals
Quiz
If the participant doesn't attend
Inappropriate Referrals
Module 5
Module 5 - Inappropriate Referrals
It seems the harder I work, the more luck I have.” – Thomas Jefferson
From time to time you may have a referral who is no longer sutiable to be placed on the programme whether that be because of the potential participant finding employment or this is no longer a suitable route for them.
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Quiz
If the participant doesn't attend
Unsuitable Referrals
QUIZ
Before we can give you your certificate you will need to complete this short quiz on the modules covered in this course.
START
QUIZ - Question 1
QUESTION 1/5
How should a Initial meeing be conducted?
1-2-1 as an online appointment
As a group appointment
1-2-1 as a face to face appointment
QUIZ - Question 1
RIGHT!
NEXT
QUIZ - Question 1
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 2- Prior to the Meeting
IF there are any training restrictions within the 'Warm Handover' or 'Participant notes' then you will need to speak to the Single Point of Contact (SPOC) to indentify these restrictions and then find a way to best accomodate these. If the SPOC has not been made aware of any restrictions then they will need to get in touch with the Serco SPOC to indentify these prior to the Initial Meeting taking place.
This meeting should be a 1-2-1 face to face appointment. The Initial Meeting will be booked in manually when you completed the Warm Handover with the participant originally. Before the meeting takes place we need to ensure we review the participant record. This is so that details captured during the Warm Handover have been taken into account as we may need to make adjustments to our plans accordingly.
QUIZ - Question 2
QUESTION 2/5
Before an IM what should we review to make sure we have all the relevant information?
Action Plan
Notes
Participant Record
QUIZ - Question 2
RIGHT!
NEXT
QUIZ - Question 2
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 2- Prior to the Meeting
IF there are any training restrictions within the 'Warm Handover' or 'Participant notes' then you will need to speak to the Single Point of Contact (SPOC) to indentify these restrictions and then find a way to best accomodate these. If the SPOC has not been made aware of any restrictions then they will need to get in touch with the Serco SPOC to indentify these prior to the Initial Meeting taking place.
This meeting should be a 1-2-1 face to face appointment. The Initial Meeting will be booked in manually when you completed the Warm Handover with the participant originally. Before the meeting takes place we need to ensure we review the participant record. This is so that details captured during the Warm Handover have been taken into account as we may need to make adjustments to our plans accordingly.
QUIZ - Question 3
QUESTION 3/5
When a participant attends an IM please select an example of what would be included in their Induction Pack?
Travel expenses information
Financial Brochures
The complaints process
QUIZ - Question 3
RIGHT!
NEXT
QUIZ - Question 3
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 4 - If the participant doesn't attend
If a participant fails to attend an Initial Meeting you should atleast attempt to make contact and establish the reason for not attending the IM, We should check the participants well being and ensure their circumstances haven't changed. After this we will have to rebook the IM in for another suitable time. If they fail for a second time we will have to call them again to understand the reason for not attending and if there is no 'good cause' you may have to look at the mandating the third appointment. If we can establish a 'good cause' then you will just rebook the appointment following the previous steps without mandating the participant. Finally where the participant does not attend for a third time you will need to mandate them and potentially raise a 'Compliance Doubt' and continue sending invites. Following 30 days of the participant not attending they will be recorded as a 'Did not start' in Aptem, you must also inform the DWP of this outcome.
QUIZ - Question 4
QUESTION 4/5
Where a participant doesn't attend how much notice should we give when booking a new appointment?
7 Working Days
3 Working Days
5 Working Days
QUIZ - Question 4
RIGHT!
NEXT
QUIZ - Question 4
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 4 - If the participant doesn't attend
If a participant fails to attend an Initial Meeting you should atleast attempt to make contact and establish the reason for not attending the IM, We should check the participants well being and ensure their circumstances haven't changed. After this we will have to rebook the IM in for another suitable time. If they fail for a second time we will have to call them again to understand the reason for not attending and if there is no 'good cause' you may have to look at the mandating the third appointment. If we can establish a 'good cause' then you will just rebook the appointment following the previous steps without mandating the participant. Finally where the participant does not attend for a third time you will need to mandate them and potentially raise a 'Compliance Doubt' and continue sending invites. Following 30 days of the participant not attending they will be recorded as a 'Did not start' in Aptem, you must also inform the DWP of this outcome.
QUIZ - Question 5
QUESTION 5/5
If we think someone is no longer eligible to enrolled on Restart who do we contact?
JCP Work Coach or PoC(Point of contact)
Another Job Coach.
Our team manager
QUIZ - Question 5
RIGHT!
NEXT
QUIZ - Question 5
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 5 - Inappropriate Referrals
It seems the harder I work, the more luck I have.” – Thomas Jefferson
From time to time you may have a referral who is no longer sutiable to be placed on the programme whether that be because of the potential participant finding employment or this is no longer a suitable route for them. When this is the case you will need to get in touch with the JCP Work Coach (WC) or Point of Contact (PoC) to confirm and if it is a agreed they are no longer suitable then you will need to follow up with notes .
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
Congratulations on completing the quiz! Press the 'Next' arrow to move forward to see where other materials are available and then collect your certificate.
If the participant doesn't attend
Unsuitable Referrals
Quiz
Other Materials
Mandation - Restart Toolkit > Provider Guidance > Standard > Operating Procedures > Mandation Restart
01
Compliance Doubt - Restart Toolkit > Provider Guidance > Standard Operating Procedures > Raising a Compliance > Doubt/Participant Compliance
02
Restart Mandation Policy - Restart Toolkit > Provider Guidance > Mandation Policy> Restart Mandation Policy
03
Induction Checklist - Restart Toolkit > Provider Guidance > Forms
04
Licence Achieved
Restart Worker
Restart Initial Meeting Course
Congratulations on completing your Restart Learning Course. Even bigger celebrations for passing your final test. It is with great pleasure Steps can confirm you now have your Restart Warm Handover Licence
Presented by Steps to Work - Training and Development Team
Created by Steps to Work 2022
Initial Meeting
Steps To Work
Created on January 16, 2023
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Math Lesson Plan
View
Primary Unit Plan 2
View
Animated Chalkboard Learning Unit
View
Business Learning Unit
View
Corporate Signature Learning Unit
View
Code Training Unit
View
History Unit plan
Explore all templates
Transcript
Initial Meetings
The Restart Process
START
Introduction
The elements on the right hand side of this page will show you interactive elements throughout the course to keep an eye out for, missing these could cause you to miss important. They will have an animation to help them stand out on the relevant pages. At the end you wll have a quiz on the processes mentioned throughout the course, if you get a question wrong you will need to start the quiz from the beginning until you get the answers correct. Any wrong answers will return you to the page where you can find that information. We will be travelling down a road with multiple stops in order to gain the Restart Initial Meeting license which will be imperative to your Restart Journey.
Info
Objectives
By the end of this course you should:
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
This menu will guide you throughout the course and each completed module will turn green. Click the first module to begin.
If the participant doesn't attend
Unsuitable Referrals
Quiz
Compliance and KPI's
Module 1
Module 1 - Compliance and KPI's
This meeting will neeed to be a 1-2-1 face to face appointment. The Initial Meeting will be booked in manually when you completed the Warm Handover with the participant originally. For further information click on the 'info' box to the left.
KPI's and Compliance
+ Info
+ info
Prior to Meeting
If the participant attends
Menu
Compliance / KPI's
.Click on the next module to continue the course.
Quiz
Unsuitable Referrals
If the participant doesn't attend
Prior to the meeting
Module 2
Module 2- Prior to the Meeting
IF there are any training restrictions within the 'Warm Handover' or 'Participant notes' then you will need to speak to the Single Point of Contact (SPOC) to indentify these restrictions and then find a way to best accomodate these. If the SPOC has not been made aware of any restrictions then they will need to get in touch with the Serco SPOC to indentify these prior to the Initial Meeting taking place.
Before the meeting takes place we need to ensure we review the participant record. This is so that details captured during the Warm Handover have been taken into account as we may need to make adjustments to our plans accordingly.
If the participant attends
Menu
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Unsuitable Referrals
If the participant doesn't attend
Quiz
What we do if the participant attends
Module 3
Module 3 - If the participant attends.
We must be checking to make sure we have the correct participant by confirming personal details on the referral, preferably details that wont be available to others such as paperwork confirming NI or address. To ensure the check is satisfactory you should check atleast two pieces of information. Once we are satisfied with these check then we must upload details such as serial numbers from the documents we have checked.
We must give a compliance pack to the participant during this meeting, click on the button below to see the contents:
Info
Module 3- If the participant attends.
Ensure that you check that the participant hasn't started employment since the Warm Handover, if they have started employment then we will need to start a 'Did Not Start' tracker. We must deliver a video overview of the scheme and what will be offered throughout the participants journey. At this point you could register them to Jasper, when doing this you need to consider any required IT support. The Job coach should be making it clear to the participant we will not be asking for bank details and to report any instances of this.
An 'Induction Checklist and Expenses Declaration' must be filled in and signed by the participant to confirm they have read the information, from this it will be signed and dated by the JC and uploaded to Aptem. When uploading this to Aptem ensure you select the participants preferred contact method.
Module 3 - If the participant attends.
When completing the initial meeting on Aptem we must ensure that the day we complete the IM is shown as the actual day of completion so this can be reported. At the end of the appointment you should book the next review. After every meeting any documents and recorded should be updated and uploaded to Aptem within 24 hours of this taking place.
+ info
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Unsuitable Referrals
If the participant doesn't attend
Quiz
What we do if the participant does not attend
Module 4
Module 4 - If the participant doesn't attend
If a participant fails to attend an Initial Meeting you should atleast attempt to make contact and establish the reason for not attending the IM, We should check the participants well being and ensure their circumstances haven't changed. After this we will have to rebook the IM in for another suitable time. If they fail for a second time we will have to call them again to understand the reason for not attending and if there is no 'good cause' you may have to look at the mandating the third appointment. If we can establish a 'good cause' then you will just rebook the appointment following the previous steps without mandating the participant. Finally where the participant does not attend for a third time you will need to mandate them and potentially raise a 'Compliance Doubt' and continue sending invites. Following 30 days of the participant not attending they will be recorded as a 'Did not start' in Aptem, you must also inform the DWP of this outcome.
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Unsuitable Referrals
Quiz
If the participant doesn't attend
Inappropriate Referrals
Module 5
Module 5 - Inappropriate Referrals
It seems the harder I work, the more luck I have.” – Thomas Jefferson
From time to time you may have a referral who is no longer sutiable to be placed on the programme whether that be because of the potential participant finding employment or this is no longer a suitable route for them.
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
.Click on the next module to continue the course.
Quiz
If the participant doesn't attend
Unsuitable Referrals
QUIZ
Before we can give you your certificate you will need to complete this short quiz on the modules covered in this course.
START
QUIZ - Question 1
QUESTION 1/5
How should a Initial meeing be conducted?
1-2-1 as an online appointment
As a group appointment
1-2-1 as a face to face appointment
QUIZ - Question 1
RIGHT!
NEXT
QUIZ - Question 1
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 2- Prior to the Meeting
IF there are any training restrictions within the 'Warm Handover' or 'Participant notes' then you will need to speak to the Single Point of Contact (SPOC) to indentify these restrictions and then find a way to best accomodate these. If the SPOC has not been made aware of any restrictions then they will need to get in touch with the Serco SPOC to indentify these prior to the Initial Meeting taking place.
This meeting should be a 1-2-1 face to face appointment. The Initial Meeting will be booked in manually when you completed the Warm Handover with the participant originally. Before the meeting takes place we need to ensure we review the participant record. This is so that details captured during the Warm Handover have been taken into account as we may need to make adjustments to our plans accordingly.
QUIZ - Question 2
QUESTION 2/5
Before an IM what should we review to make sure we have all the relevant information?
Action Plan
Notes
Participant Record
QUIZ - Question 2
RIGHT!
NEXT
QUIZ - Question 2
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 2- Prior to the Meeting
IF there are any training restrictions within the 'Warm Handover' or 'Participant notes' then you will need to speak to the Single Point of Contact (SPOC) to indentify these restrictions and then find a way to best accomodate these. If the SPOC has not been made aware of any restrictions then they will need to get in touch with the Serco SPOC to indentify these prior to the Initial Meeting taking place.
This meeting should be a 1-2-1 face to face appointment. The Initial Meeting will be booked in manually when you completed the Warm Handover with the participant originally. Before the meeting takes place we need to ensure we review the participant record. This is so that details captured during the Warm Handover have been taken into account as we may need to make adjustments to our plans accordingly.
QUIZ - Question 3
QUESTION 3/5
When a participant attends an IM please select an example of what would be included in their Induction Pack?
Travel expenses information
Financial Brochures
The complaints process
QUIZ - Question 3
RIGHT!
NEXT
QUIZ - Question 3
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 4 - If the participant doesn't attend
If a participant fails to attend an Initial Meeting you should atleast attempt to make contact and establish the reason for not attending the IM, We should check the participants well being and ensure their circumstances haven't changed. After this we will have to rebook the IM in for another suitable time. If they fail for a second time we will have to call them again to understand the reason for not attending and if there is no 'good cause' you may have to look at the mandating the third appointment. If we can establish a 'good cause' then you will just rebook the appointment following the previous steps without mandating the participant. Finally where the participant does not attend for a third time you will need to mandate them and potentially raise a 'Compliance Doubt' and continue sending invites. Following 30 days of the participant not attending they will be recorded as a 'Did not start' in Aptem, you must also inform the DWP of this outcome.
QUIZ - Question 4
QUESTION 4/5
Where a participant doesn't attend how much notice should we give when booking a new appointment?
7 Working Days
3 Working Days
5 Working Days
QUIZ - Question 4
RIGHT!
NEXT
QUIZ - Question 4
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 4 - If the participant doesn't attend
If a participant fails to attend an Initial Meeting you should atleast attempt to make contact and establish the reason for not attending the IM, We should check the participants well being and ensure their circumstances haven't changed. After this we will have to rebook the IM in for another suitable time. If they fail for a second time we will have to call them again to understand the reason for not attending and if there is no 'good cause' you may have to look at the mandating the third appointment. If we can establish a 'good cause' then you will just rebook the appointment following the previous steps without mandating the participant. Finally where the participant does not attend for a third time you will need to mandate them and potentially raise a 'Compliance Doubt' and continue sending invites. Following 30 days of the participant not attending they will be recorded as a 'Did not start' in Aptem, you must also inform the DWP of this outcome.
QUIZ - Question 5
QUESTION 5/5
If we think someone is no longer eligible to enrolled on Restart who do we contact?
JCP Work Coach or PoC(Point of contact)
Another Job Coach.
Our team manager
QUIZ - Question 5
RIGHT!
NEXT
QUIZ - Question 5
INcorrect
Click the button below to go back and refresh your memory.
Info
Module 5 - Inappropriate Referrals
It seems the harder I work, the more luck I have.” – Thomas Jefferson
From time to time you may have a referral who is no longer sutiable to be placed on the programme whether that be because of the potential participant finding employment or this is no longer a suitable route for them. When this is the case you will need to get in touch with the JCP Work Coach (WC) or Point of Contact (PoC) to confirm and if it is a agreed they are no longer suitable then you will need to follow up with notes .
Menu
If the participant attends
Compliance / KPI's
Prior to Meeting
Congratulations on completing the quiz! Press the 'Next' arrow to move forward to see where other materials are available and then collect your certificate.
If the participant doesn't attend
Unsuitable Referrals
Quiz
Other Materials
Mandation - Restart Toolkit > Provider Guidance > Standard > Operating Procedures > Mandation Restart
01
Compliance Doubt - Restart Toolkit > Provider Guidance > Standard Operating Procedures > Raising a Compliance > Doubt/Participant Compliance
02
Restart Mandation Policy - Restart Toolkit > Provider Guidance > Mandation Policy> Restart Mandation Policy
03
Induction Checklist - Restart Toolkit > Provider Guidance > Forms
04
Licence Achieved
Restart Worker
Restart Initial Meeting Course
Congratulations on completing your Restart Learning Course. Even bigger celebrations for passing your final test. It is with great pleasure Steps can confirm you now have your Restart Warm Handover Licence
Presented by Steps to Work - Training and Development Team
Created by Steps to Work 2022