The matrix Standard (2011)

1. The matrix Standard (2011)

2. Kathy LeahyRegistered matrix Adviser and Assessor

3. During the session we will explore • The rationale for changing the matrix Standard • The structure and content of the matrix Standard (2011)

4. The Revision Of The matrix Standard May 2009 – In May, 2009 Tribal Consultancy Group were commissioned by the Department for Business Innovation and Skills (BIS) to review the arrangements for quality assuring the delivery of information, advice and guidance services. The outcome of the review was that; The matrix Standard should remain as the quality assurance standard for the (information, advice and guidance) sector, subject to recommendations.

5. The Revision Of The matrix Standard BIS accepted the Tribal Recommendations and In April 2010 Mary D Associates Limited were commissioned by BIS to review and revise the matrix Standard in response to the recommendations. The aims of the review were to; • Re-structure • Flexibility • Rigorous • Removal of Duplication • Clarification of Terminology • Alignment

6. The Revision Of The matrix Standard In January 2011 emqc Ltd set up and chaired a Project Board to oversee emqc Ltd.'s management and delivery of the trials and the subsequent final evaluation report and final version of the Standard. • 23 organisations took part in the pilot across a range of sectors, regions and statuses • Organisations included: schools, colleges, universities, prison services, NHS, charities, training providers, Next Step providers, sole traders and community, voluntary and third sector organisations • The 23 organisations, matrix advisers and assessors all provided feedback that was listened to and acted upon to help shape the final version of the Standard

7. The matrix Standard The following are key terms used throughout the matrixStandard The Organisation - the body that manages, administers and delivers the service and has applied for initial accreditation or accreditation review against the matrixStandard The Service - the Information, advice and/or guidance provided by the organisation to support individuals in their choice of career, learning, work and life goals Clients - the people who access the "service“, whether they are employees of the "organisation" or external users of the "service"

8. Structure of the Standard There are 4 elements in the matrix Standard 1 Leadership and Management 2 Resources 3 Service Delivery 4 Continuous Quality Improvement

9. “Criteria 1.1 and 1.5 are very challenging but the impact is overwhelmingly positive” Manager, Training Provider

11. Outcome Based • Aim: Our learners succeed • Objectives: Our support for learners is ‘outstanding’ • Increased take up of drop-in sessions • Reduction in early transfers/leavers • Increased retention • Increased number of successful UCAS applications • Client Learners are satisfied with the support provided • outcomes: Learners are confident in knowing their next steps • Process: All prospective learners receive an IAG intervention Drop-in sessions for IAG eg UCAS, volunteering etc ‘Early warning’ for students at risk of dropping out • Outputs: sessions delivered, action plans produced • Outcomes: 2% increase in learners achieving qualifications (4.1) • 5% increase in learner satisfaction with the support they have received and 90% of learners state they know what they need to do next (4.2)

12. Outcome Based • The matrix Standard is an outcome based Standard and as an outcome based Standard the focus is on results and achievements. Outcome based standard’s are designed to foster innovation and creativity. • process is the input i.e. the systems and procedures that lead to the outputs that are how you do things that enable you to demonstrate the outcomes of the impact, the actual results Processes Outcomes

13. Assessment evidence • Ultimately your assessor will use interviews as the focus of evidence collection and as such your assessment will be planned to include a selection and diverse range of people including; one-to-one interviews with managers; group interviews with clients/staff/volunteers and telephone interviews with partner organisations. Tell Show Tour of your facilities and anything you would like to ‘show’ the assessor when you are talking to them Interviews

14. Group activity • What does IAG look like in our organisation? • When does IAG take place? • With whom? • Who delivers it? • How do I know the results of the IAG we deliver?

15. The Learner Journey

16. Leadership and Management 1 This element is about the way in which the organisation is led and managed to develop an effective service. • 1.1 The service has clearly defined measurable aims and objectives which link to any wider organisational strategic aims • 1.2 The service is provided with clear leadership and direction • 1.3 The organisation implements policies to promote equality and diversity, impartiality, confidentiality and professional integrity in all aspects of service delivery • 1.4 The organisation complies with existing and new legislation which might impact upon the service

17. Leadership and Management 1 This element is about the way in which the organisation is led and managed to develop an effective service. • 1.5 The organisation defines client outcomes and uses them as a measure of success for the service • 1.6 The organisation promotes the service in ways which are accessible to all those eligible to use it • 1.7 Clients and staff influence the design and development of the service • 1.8 The organisation establishes effective links with other appropriate partnerships and networks to enhance the service

18. Resources 2 This element describes the assets invested and applied in providing an effective service. • 2.1 The organisation uses its resources effectively to deliver the service • 2.2 Clients are provided with current, accurate and quality assured information which is inclusive • 2.3 The organisation defines the skills, knowledge, competencies and qualifications, in line with current national recognised professional qualifications and frameworks, for individual staff roles, linked to the aims and objectives of the service • 2.4 Staff are supported in undertaking continuous professional development and provided with opportunities for career progression • 2.5 Effective induction processes are in place for all staff

19. Service Delivery 3 This element describes the way in which the service is delivered effectively. 3.1 The service is defined so that clients are clear about what they might expect 3.2 The service is delivered effectively to meet its aims and objectives 3.3 The service provided is impartial and objective 3.4 Clients are given appropriate options to explore and understand that they are responsible for making their own decisions 3.5 When exploring options, clients are provided with and supported to use appropriate resources including access to technology 3.6 Clients benefit from signposting and referral to other appropriate agencies or organisations

20. 4 Continuous Quality Improvement This element describes the way in which the service provided is reviewed and improved on an ongoing basis 4.1 The organisation measures and evaluates the service against its stated aims and objectives and identifies improvements 4.2 The organisation monitors and evaluates client outcomes to support and improve service delivery 4.3 The organisation evaluates feedback on the service to build upon its strengths and addresses any areas for improvement 4.4 The organisation evaluates the effectiveness of its partnerships and networks to improve the service

21. 4 Continuous Quality Improvement This element describes the way in which the service provided is reviewed and improved on an ongoing basis 4.5 The organisation defines quality assurance approaches which are used to improve the service 4.6 Staff performance, linked to their role within the aims and objectives of the service, is reviewed and evaluated to improve the service 4.7 Effective use is made of technology to improve the service 4.8 The organisation continually reviews improvements to help inform the future aims and objectives of the service

22. The matrix Standardkathy.leahy@emqc.co.uk07900 541 586www.matrixstandard.com