Use One Journey With Clear Stages
A participant may interact with several teams and services, but the programme still needs one coherent journey from engagement through progression and outcomes.
Connect Assessment to Action
Assessment creates value when it informs a practical plan with milestones, responsible people, evidence and review dates.
Manage Exceptions Explicitly
Barriers, inactivity, missed milestones and evidence gaps should create visible actions rather than remaining in narrative notes.
- Current stage and status
- Named owner and next action
- Participant goals and support needs
- Employer or opportunity activity
- Evidence and outcome position
Preserve Participant Context
Structured information should support person-centred delivery, not reduce people to workflow states. Professional judgement and participant voice remain essential.
This guidance provides an operating perspective and is not legal, funding, procurement or statutory advice. Programme owners remain responsible for current requirements and professional decisions.