Plan & Deliver
Guidance & Interventions
Track 1:1 guidance sessions and follow-up actions. Set reminders, log outcomes, and ensure no student falls through the cracks with intervention tracking.
- tabs: Prep · Record · Action plan
- 3tabs: Prep · Record · Action plan
- adviser check against CDI
- L6+adviser check against CDI
- quality ring per session
- BM8quality ring per session
Schedule › Guidance SessionsA guidance session across Prep, Record and Action plan - with the Benchmark 8 ring filling.
Why it matters
What changes
The honest version of the before, and what it looks like once this is running.
- Notes in a notebook that nobody else can read
- Action points agreed in the room and forgotten by Friday
- No way to prove the adviser was qualified when it mattered
- Pupils with no route to ask for a session
- A prep brief before you sit down, built from that pupil's record
- Notes dictated, photographed or typed - shorthand is fine
- SMART action points written for you and owned by name
- A Benchmark 8 quality ring that shows what the session is missing
How it works
Up and running in minutes
Three steps, in the order you'd actually do them.
Open the prep brief
A focus line, talking points and sharp questions built from that pupil's record - before they sit down.
Capture however you can
Type it, dictate it, or photograph handwritten notes. Shorthand is fine.
Turn it into an action plan
Summarise & add actions writes a clean record plus SMART action points with an owner and a due date.
In detail
How it actually works
The mechanics behind the screenshot.
Prep, Record, Action plan - in that order
The tabs follow the actual shape of a guidance session. Prep gives you a focus line, talking points and sharp questions before the pupil arrives. Record takes your raw notes in whatever form you can capture them. Action plan turns them into owned, dated next steps.
- Prep brief generated from the pupil's history, or from a session template
- Capture by typing, dictation or a photo of your handwritten notes
- Summarise & add actions writes a clean record and SMART action points
- Action points carry an owner - Student or Adviser - and a due date
Benchmark 8 has conditions - so they're on screen
Personal guidance only counts if the adviser is qualified and the session actually produces something. Chapter checks the first by reading uploaded certificates and cross-referencing the CDI professional register, and shows the second as a ring that fills as a session gains notes and an action plan.
- Certificates read automatically for qualification, level and awarding body
- Name cross-checked against the CDI register
- School-level status: qualified Level 6+ adviser met, or not yet
- Pupils can request a session; advisers accept, propose a time or decline
What you get
Everything included
No add-ons, no per-seat pricing - it's all in the platform.
Log and track 1:1 guidance sessions with full outcome notes
Set follow-up reminders and assign actions to team members
Flag students for targeted intervention with priority scoring
Evidence trail satisfying Gatsby Benchmark 8 requirements
Holistic view combining guidance history with student profile data
Intervention effectiveness tracking with outcome measurement
Evidence & integrations
What it proves, and what it plugs into
Benchmark 8 is the reason this surface exists - and Benchmark 3, because a guidance session is where individual need gets addressed.
- 3Addressing the Needs of Each Young Person
- 8Personal Guidance
CDI register
Adviser qualification cross-check
Chapter student app
Pupils request sessions and see action points
Students
Action points carried on the profile
Questions
The things schools ask
Yes. Sessions do not have to be booked in advance - you can record a conversation after the fact, which is how most corridor guidance actually happens.
Type it, dictate it, or photograph handwritten notes. Shorthand is fine - Summarise & add actions turns whatever you captured into a clean record plus SMART action points.
Chapter reads the certificate you upload to extract the qualification, its level and the awarding body, then cross-references the adviser's name against the CDI professional register. The school-level status then shows whether Benchmark 8's Level 6+ requirement is met.
Yes. Requests arrive with a topic, an optional message and the pupil's preferred slots. You can accept and book, propose a different time, or decline.
Plan & Deliver
Related features
See Guidance & Interventions in action
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