Personalised Support Plan

A step-by-step guide for tutors: from prioritising learners to milestone reviews.

1. Use the dashboard and learner table to prioritise work

• Open the app to see stage cards showing where everyone is.
• The dashboard highlights the learners that need attention first.
• The learner table uses the same language and stage structure.
• Filter by stage to build a worklist quickly.
• Choose which columns to display.
• Once configured, the table remembers your setup for next time.

2. Open a learner record to see the full journey and next step

• When you open a learner, the full journey is visible in one place.
• The system shows the recommended next step.
• This keeps the tutor focused on action rather than searching for context.
• The journey is designed to make the next decision clear and consistent.

3. Review learner evidence and barriers before deciding on support

• Start with a support plan that includes:
  • A recap of the learner and their course
  • Cognitive results
  • Known barriers
• Cognitive results include:
  • Three indexes
  • Nine domains
• The workflow begins by evaluating learning barriers.
• The focus is on relative strengths first, then speed of working.
• Choose which parts of the cognitive results to show or hide from the learner.
• Known barriers can be pre-populated from learner input or documentation uploaded from other systems of record.

4. Make the stage-gate decision to proceed or stop

• After reviewing the evidence, make one recorded decision at the stage gate.
• Decide whether to take the learner forward to a needs assessment: yes or no.
• Capture the reasoning either way.
• If you say yes, the plan is drafted and your supporting evidence can be added.

5. Draft reasonable adjustments and define success criteria

• Reasonable adjustments are matched to the learner’s profile.
• Each adjustment is written specifically for the course.
• For each adjustment, the system explains:
  • Why it is included
  • How it will be delivered
  • Why it should work
  • Which barrier it addresses
• Two prompts capture:
  • What success requires
  • What happens without support
• This closes the preparation needed for the needs assessment meeting.

6. Conduct the needs assessment with the learner

• In the needs assessment, you walk through only the stages you have chosen to show.
• Confirm the learner information is correct.
• Review the cognitive results with the learner.
• Discuss known barriers and update them if needed.
• Co-create the plan by:
  • Reviewing reasonable adjustments
  • Considering what has worked before
  • Adding anything else needed to meet learner expectations
• Rewrite goals together so the learner voice is reflected throughout.

7. Record the learner’s decision and set up support

• After the assessment, the learner can:
  • Agree to support
  • Defer support
  • Refuse support
• Support only turns on when the learner agrees.
• A “not right now” decision is respected, recorded and can be revisited later.
• Decide how often to meet with the learner. The recommendation is at least once per quarter.
• Agree who can access the additional information and needs assessment topics.

8. Share, download and evidence the support plan

• Once complete, share the needs assessment with the learner.
• Download a copy for your records.
• Begin recording all support provided on a regular basis.
• Log both:
  • Standard support
  • Above-and-beyond support

9. Capture signatures and maintain compliance

• Above-and-beyond support now includes e-signature capability.
• The learner can sign by:
  • Scanning a QR code
  • Using a link sent by email
• This helps ensure evidence is captured in a compliant way.
• E-signature is also available in the support plan after the assessment meeting.

10. Track milestone reviews and keep the toolkit current

• Track milestone reviews throughout the learner journey.
• At each meeting, whether every four weeks or every quarter, record:
  • Agreements
  • Progress made
• Use the toolkit section to manage:
  • Reasonable adjustments
  • Learning modules assigned to the learner
• The toolkit is a living area that updates based on learner progress and review outcomes.

11. Outcome: less admin, more learner focus

• The overall goal is to reduce guesswork for tutors.
• The system gives tutors more time to focus on the learner experience.
• Cognassist creates a consistent, trackable workflow from assessment through review.