L&D Request Form - Form 1

Learning & Development Learning Request Form (L&D Form 1)

Please read the short Guidance Note at the end of the document before completing this form.

Section A – To Be Completed by the Organiser of an activity or the Employee

Is this learning activity for more than one person (a group) or for just one person? One person Group activity (Complete section B) (Complete section C)

Section B – To be completed by the employee 1. Full Name:

2. Job Title: 3. Department/ National Centre: 4. Line Manager:

Is this learning activity part of your 5. Yes / No* Delete as appropriate Personal Development Plan (PDP) as agreed at your Performance Development and Review (PDR) meeting?

6. Full title of learning activity:

7. Date(s) of Learning: From: To:

8. Full name/ address of learning provider (with key contact details):

9. Location of learning (address) if different from above:

10.Cost of learning activity only: £

11.Total cost of travel to/from place of learning activity (or anticipated costs) £ NB: where applicable, any travel costs should be standard class or economy

12.Total cost of any accommodation £ needs for period of learning activity (or anticipated costs)

13.Total cost of any learning materials £ in support of the learning activity (i.e. books, training equipment or similar)

14.Any other (anticipated) costs not £ mentioned above? 15.Total (anticipated) costs to attend £ this learning activity

16.Type of learning: Continuous Professional Development (CPD) (please tick one) Conference/ Seminar/ Exhibition

External Training course

Qualification/ Vocational Training

Other (please specify)

17.Will you require any additional days Yes / No* Delete as appropriate off? e.g. for exams or study leave If yes, please specify the additional time required (and (to be granted in line with the Time Off frequency where appropriate) policy)

18.Do you require any travel Yes / No* Delete as appropriate arrangements to be made on your If yes, please complete the following: behalf? Date/ time of travel to learning activity ...... (If your administrative support team requires you to complete other documentation/ forms ...... highlighting travel and accommodation Return date and time...... requirements, there is no need to complete sections 18 &19 of this form) ...... Mode of travel (Car/ train/flight/other)...... Start of journey...... Destination ......

19.Do you require any accommodation Yes / No* Delete as appropriate arrangements to be made on your If yes, please complete the following: behalf? Inclusive date(s) accommodation required Start Date...... (If your administrative support team requires you to complete other documentation/ forms To ...... highlighting travel and accommodation Location/ venue...... requirements, there is no need to complete sections 18 &19 of this form) ...... Any special dietary requirements Yes / No* If yes, please provide details......

20.Please describe how this learning activity will help improve your performance/do your job better. 21.Any other relevant information:

Now complete Section D for the necessary authorisation Section C – Group activity details

22.Name of person organising learning activity:

23.Job Title:

24.Department/ National Centre:

25.Full title of learning activity:

26.Date(s) of learning activity: From: To:

27.Full name/ address of learning provider (with key contact details):

28.Location of learning (address), if different from above:

29.Names of all employees attending this learning activity: (Please continue on a separate sheet if necessary)

30.Type of learning activity: Staff/ Team Development Activity (please tick one) Conference/ Seminar

External Training course

Other (please specify)

31. Please state the intended objectives or outcomes of this learning activity.

32.Cost of learning activity only: £

33.Total cost of any £ accommodation needs for period of learning activity (or anticipated costs)

34.Any other (anticipated) costs £ not mentioned above? 35.Total (anticipated) costs for £ group to attend this learning activity

Now complete Section D for the necessary authorisation SECTION D – Approval to attend this learning activity is supported by:

Name (please print) Signature Date

Line Manager (for total cost of less than £1,000) and Head of Service (for costs between £1,001 and £2,000) and Director (for costs in excess of £2,001)

CEO (for Director learning activities)

Please forward this completed and fully authorised document via email to [email protected] or through internal mail to the L&D team. Section E – For HR Use only

Action Name Signature Date

Received by L&D

Approved by HRBP

Learning Agreement Yes / No* Delete as appropriate required:

Learning Agreement Yes / No* Delete as appropriate Date issued Issued:

Learning Agreement Yes / No* Delete as appropriate Date returned returned:

Cost/Budget code for learning activity

Cost/budget code for travel and accommodation:

Details entered onto Yes / No* Delete as appropriate Date database/spread sheet

Any other information: Guidance Note for the completion of L&D Form 1

Section A: Please tick the GROUP checkbox if you are completing this form on behalf of more than one person; tick the One Person checkbox if you are completing this for yourself only.

Section B: Boxes 1 to 10 To be completed by the employee providing full details of the learning activity and learning provider

Boxes 11 and 12 To be completed by admin support (where available) otherwise the employee, detailing the costs of travel and accommodation

Boxes 13 and 14 To be completed by the employee with details of any other associated costs for attending this learning activity

Boxes 16 to 21 To be completed by the employee (If your administrative support team requires you to complete other documentation highlighting travel and accommodation requirements, there is no need to complete sections 18 &19 of this form)

Section C: Boxes 22 to 28 To be completed by the organiser of the group event, providing the specific detail of the learning activity

Box 29 To be completed by the organiser of the group event. This box should contain the names of all those attending the learning activity. (This assists in managing the training records for all our employees)

Boxes 30 to 35 To be completed by the organiser of the group event

Section D: Correct and appropriate authorisation is needed before any actions (bookings, confirmations, etc.) can be taken.

Any learning and development need should be discussed and agreed with line management before further approvals can be sought. (Please refer to the Learning and Development Policy for full details)

Section E: For HR use only

Once completed, this form should be forwarded to the sportscotland L&D