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Account Management and Referral Service

Timescale - Live

The referral service comprises two strands:

The first strand (a) is a reactive service to support employer enquiries for training and funding support. This may be a small employer looking for help for an individual member of staff or a larger organisation with a business-wide requirement for training cohorts of staff.

The second strand (b) is a proactive approach through which Asset Skills works with providers to develop delivery projects for new qualifications in specific areas and recruits candidates from employer members of the Academy – details below:

a. Employer enquiry:

i Enquiry received by telephone/email/website/post on members forum/helpline

ii Enquiry acknowledged within 24 hours and details of relevant programme or qualification provided

iii Outline details of enquiry posted on forum

iv Response within three days providing solution (where possible) and the appointment of an account manager to implement, recommend training providers and negotiate funding support (when available)

v Follow up within 14 days recurring until delivery programme is in place

b. Development of learning delivery projects:

i Identify suitable programmes and providers

ii Agree delivery programme model/costs/course numbers/funding with providers

iii Promote programme to employers

iv Recruit candidates and complete registration details

v Appoint account manager to liaise with employer/provider

vi Assess candidate suitability

vii Collaborate with provider on induction process

viii Follow up progress after four weeks and halfway through course

ix Arrange certification on completion

x Arrange PR for successful candidates

xi Write up case studies and distribute

Employer Account Management

The UK Academy will work to support the needs of all employer members through proactive account management, which will support all training requirements.

To proactively manage these relationships, each member will be appointed an account manager who will liaise with the employer to conduct a training needs analysis. The account manager will liaise with providers and will broker all training requirements as requested by the employer. Account managers will work with employers to identify training and learning requirements.

The account manager will arrange for regular updates with member employers, will monitor relationships with providers and track progress of training requirements.


To kick start this process we have developed five pilot programmes.

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