Supporting key parts of the publishing process from the conception to production.
Publishing Professionals provide support for specific areas across all key parts of the publishing process from the conception of book, digital product, journal or other product (such as educational resources), through to the production, in a variety of paper and digital formats, and then to support the sales, marketing and publicity processes. Publishing Professionals will usually be involved with aspects of publishing which include editorial, marketing, sales, publicity, production, rights or digital. They will have an awareness or skills which stretch across the publishing process particularly in smaller organisations. They will typically report to an Editorial Manager and are involved with editing, proof reading and briefing external stakeholders about their work and the work of colleagues.
In different organisations the job title may vary and may include Editorial Assistant, Marketing Assistant, Publicity Assistant, Production Assistant, Rights Assistant, Contracts Assistant.
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 24 months. The EPA period is typically 3 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.
The gateway requirements for your EPA are:
Project with report
You will complete a project and write a report. You will be asked to complete a project. The title and scope must be agreed with the EPAO at the gateway. The report should be a maximum of 1400 words (with a 10% tolerance).
You will have 6 weeks to complete the project and submit the report to the EPAO.
You need to prepare and give a presentation to an independent assessor. Your presentation slides and any supporting materials should be submitted at the same time as the project output. The presentation with questions will last at least 50 minutes. The independent assessor will ask at least 6 questions about the project and presentation.
Professional discussion underpinned by a portfolio of evidence
You will have a professional discussion with an independent assessor. It will last 90 minutes. They will ask you at least 6 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.
You should speak to your employer if you have a query that relates to your job.
You should speak to your training provider if you have any questions about your training or EPA before it starts.
You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.Reasonable adjustments
If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.
Publishing Professionals provide support for specific areas across all key parts of the publishing process from the conception of book, digital product, journal or other product (such as educational resources), through to the production, in a variety of paper and digital formats, and then to support the sales, marketing and publicity processes. Publishing Professionals will usually be involved with aspects of publishing which include editorial, marketing, sales, publicity, production, rights or digital. They will have an awareness or skills which stretch across the publishing process particularly in smaller organisations. They will typically report to an Editorial Manager and are involved with editing, proof reading and briefing external stakeholders about their work and the work of colleagues.
In different organisations the job title may vary and may include Editorial Assistant, Marketing Assistant, Publicity Assistant, Production Assistant, Rights Assistant, Contracts Assistant.
| Duty | KSBs |
|---|---|
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Duty 1 Support the publishing journey from commissioning through to publication, such as working with manuscripts and proofs for print, or content management systems and mark-up languages for digital. |
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Duty 2 Assist in key publishing processes such as editing, proofreading and design, and understand accessibility requirements. |
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Duty 3 Ensure that products or publications remain within budgets, are on schedule and meet company and industry standards, agreeing changes with stakeholders, making informed judgements and recognising when it is appropriate to escalate concerns. |
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Duty 4 Support rights and permissions management processes, such as deal structures with authors or contributors and understand policies regarding third-party permissions |
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Duty 5 Understand, input, maintain and continually improve publishing data using relevant systems and software. |
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Duty 6 Understand the needs of target users and how to engage with them through sales, marketing and publicity processes. |
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Duty 7 Collaborate and communicate clearly with internal and external stakeholders, including briefing stakeholders to achieve the correct and appropriate outcomes. |
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Duty 8 Work effectively as part of a wider team, taking on tasks with enthusiasm and working cooperatively with others. |
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Duty 9 Work independently and flexibly as needed to manage a range of activities at the same time as meeting numerous critical deadlines, prioritising activities and multiple demands appropriately. |
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Duty 10 Maintain up-to-date market intelligence and an understanding of the broader publishing industry, including competitors, trends, and social issues such as sustainability and diversity, equity and inclusion. |
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K1: Their organisation’s strategy and publishing programme, their competitors and who their target users are
Back to Duty
K2: The broader publishing industry - sectors and trends
Back to Duty
K3: The role of the industry with regards to the wider social issues of climate change and diversity, equity and inclusion and the impact of these issues on their organisation and target users
Back to Duty
K4: Publishing systems used to manage, produce and sell products or publications.
Back to Duty
K5: The importance and risk to the business involved in maintaining and managing product data, including metadata.
Back to Duty
K6: Content management software that supports the production process for the variety of content at their organisation.
Back to Duty
K7: The publishing journey from commissioning through to publication including working with manuscripts, proofs and marketing materials
Back to Duty
K8: The range of products and publications available such as books, illustrated books, academic publications, digital books, products and services.
Back to Duty
K9: Key stages of the publishing process, which include briefing stakeholders or suppliers, design, editing and proof reading.
Back to Duty
K10: Importance of communication with internal and external stakeholders
Back to Duty
K11: Process and procedures for setting and proofreading content.
Back to Duty
K12: The costing and scheduling principles of products or publications to ensure cost effective and timely production.
Back to Duty
K13: The importance of tracking and maintaining up-to-date versions of product files on systems.
Back to Duty
K14: Sustainability and environmental considerations within production and supply chains.
Back to Duty
K15: The importance of market awareness and key selling points for their customers and target users in order to drive sales.
Back to Duty
K16: Different methods to connect and engage directly with target users such as influencers, the press, focus groups and surveys.
Back to Duty
K17: Sales channels and tools for their target audience.
Back to Duty
K18: Marketing campaigns and strategies including digital methods such as search engine optimisation, insights from web analytics and web optimisation.
Back to Duty
K19: Contractual structures with authors or contributors including, where relevant, fees, advances, royalties, licensing or assigning copyright and subrights.
Back to Duty
K20: Company policies regarding third-party permissions and for protecting copyright and ensuring compliance, including digital rights management.
Back to Duty
K21: Range of standards (such as Onix) and mark-up languages (such as XML, LaTeX and HTML) used in publishing.
Back to Duty
K22: Accessibility requirements for digital content where relevant (such as alt text for images).
Back to Duty
K23: User experience (UX) design and how this can be tested.
Back to Duty
K24: New technologies and emerging digital trends and the impact of these on the broader publishing industry
Back to Duty
S1: Input and maintain data to produce products or publications that meet company, sales channel and audience requirements.
Back to Duty
S2: Continually improve the quality of information or data in line with best practice.
Back to Duty
S3: Maintain data and records in line with relevant data protection guidelines.
Back to Duty
S4: Follow publishing guidelines relevant to their role to produce products or publications that meet budgets, are on schedule and meet company and industry standards.
Back to Duty
S5: Ensure appropriate changes are highlighted and agreed with stakeholders
Back to Duty
S6: Apply rigour and attention to detail
Back to Duty
S7: Escalate issues and concerns, in line with company process.
Back to Duty
S8: Identify stakeholders, build relationships and manage expectations
Back to Duty
S9: Present appropriate information clearly and concisely, whether internal or external.
Back to Duty
S10: Ensure that products or publications meet contractual structures agreed with authors or other content providers.
Back to Duty
S11: Think laterally and provide sensible solutions to problems.
Back to Duty
S12: Demonstrate a strong ability to work as part of a team, taking on tasks confidently and resourcefully, working cooperatively with others, and supporting the team and line manager as required.
Back to Duty
S13: Communicate clearly with relevant stakeholders, showing confidence, inclusiveness and flexibility, and ensuring an appropriate use of language and terminology.
Back to Duty
S14: Present and communicate ideas to colleagues internally and externally as needed.
Back to Duty
S15: Manage own workload and operate both individually and as part of a wider team and seek support when needed.
Back to Duty
S16: Demonstrate good time-management – prioritise effectively, with the ability to manage multiple demands and deadlines.
Back to Duty
S17: Demonstrate the ability to communicate and collaborate effectively during remote or hybrid working, where required by their company.
Back to Duty
B1: Maintain professional discretion in relation to confidential issues surrounding stakeholders or business activities.
Back to Duty
B2: Include and seek input from people across a wide variety of backgrounds and lived experiences, treating colleagues and external stakeholders fairly and with respect.
Back to Duty
B3: Apply rigour and attention to detail both on product processes and in other tasks.
Back to Duty
B4: Take the initiative when required and be willing to offer ideas.
Back to Duty
B5: Consistently achieve personal and organisational targets.
Back to Duty
B6: Be receptive to new ideas.
Back to Duty
B7: Be resilient and determined to overcome obstacles.
Back to Duty
B8: Show a willingness to learn and develop, embracing new challenges when they occur.
Back to Duty
B9: Demonstrates enthusiasm in their activities
Back to Duty
B10: Take personal responsibility for and promote sustainable working practices.
Back to Duty
B11: Act as a role model for accessibility, equity, diversity, and inclusion.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
V1.0
This document explains the requirements for end-point assessment (EPA) for the publishing professional apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Publishing professional apprentices, their employers and training providers should read this document.
A full-time publishing professional apprentice typically spends 24 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.
The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.
An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the register of end-point assessment organisations (RoEPAO).
This EPA has 2 assessment methods.
The grades available for each assessment method are below.
Assessment method 1 - project report and presentation :
Assessment method 2 - professional discussion underpinned by a portfolio of evidence:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 24 months
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The apprentice must complete training to develop the knowledge, skills and behaviours (KSBs) of the occupational standard. The apprentice must complete training towards English and maths qualifications in line with the apprenticeship funding rules. The apprentice must compile a portfolio of evidence. |
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End-point assessment gateway
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The employer must be content that the apprentice is working at or above the occupational standard. The apprentice’s employer must confirm that they think the apprentice:
The apprentice must have achieved English and maths qualifications in line with the apprenticeship funding rules. For the professional discussion underpinned by a portfolio of evidence the apprentice must submit a portfolio of evidence. The apprentice must submit any policies and procedures as requested by the EPAO. |
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End-point assessment - typically 3 months
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Grades available for each assessment method: Project report and presentation
Professional discussion underpinned by a portfolio of evidence
Overall EPA and apprenticeship can be graded:
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The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.
The EPAO should confirm the gateway requirements have been met and the EPA should start as quickly as possible.
The apprentice’s employer must confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.
The apprentice must meet the gateway requirements before starting their EPA.
These are:
Portfolio of evidence requirements:
The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 15-20 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.
Evidence sources may include:
This is not a definitive list; other evidence sources can be included.
Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.
The EPAO should not assess the portfolio of evidence directly as it underpins the discussion. The independent assessor should review the portfolio of evidence to prepare questions for the discussion . They are not required to provide feedback after this review.
The apprentice must submit any policies and procedures as requested by the EPAO.
A project involves the apprentice completing a significant and defined piece of work that has a real business application and benefit. The project must meet the needs of the employer’s business and be relevant to the apprentice’s occupation and apprenticeship.
This assessment method has 2 components:
project with a project output
presentation with questions and answers
Together, these components give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. They are assessed by an independent assessor.
This assessment method is being used because:
it is a holistic assessment method, allowing the apprentice to demonstrate KSBs in an integrated way. It allows for a range of publishing activities to be demonstrated. It also provides a cost-effective assessment, as it minimises independent assessor time and makes use of the apprentice’s employer’s workplace, equipment and resources, and should contribute to workplace productivity.
The apprentice must complete a project based on any of the following:
To ensure the project allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO must sign-off the project’s title and scope at the gateway to confirm it is suitable. The EPAO must refer to the grading descriptors to ensure that projects are pitched appropriately.
The project output must be in the form of a report and presentation.
The apprentice must start the project after the gateway. The employer should ensure the apprentice has the time and resources, within the project period, to plan and complete their project.
The apprentice may work as part of a team to complete the project, which could include internal colleagues or technical experts. The apprentice must however, complete their project report and presentation unaided and they must be reflective of their own role and contribution. The apprentice and their employer must confirm this when the report and any presentation materials are submitted.
The report must include at least:
The report must also include:
The project content should demonstrate knowledge, skills and behaviour in relation to:
The written project will take between 20-22 hours to complete, will be 1400 words with a maximum of 6 pages to allow for diagrams etc.
The project report must have a word count of 1400 words. A tolerance of 10% above or below is allowed at the apprentice’s discretion. Appendices, references and diagrams are not included in this total. The apprentice must produce and include a mapping in an appendix, showing how the report evidences the KSBs mapped to this assessment method.
The apprentice must complete and submit the report and any presentation materials to the EPAO by the end of week 6 of the EPA period.
The presentation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
The apprentice must prepare and deliver a presentation to an independent assessor. After the presentation, the independent assessor must ask the apprentice questions about their project, report and presentation.
The presentation should cover:
The presentation with questions must last 50 minutes. This will typically include a presentation of 20 minutes and questioning lasting 30 minutes. The independent assessor must use the full time available for questioning. The independent assessor can increase the time of the presentation and questioning by up to 10%. This time is to allow the apprentice to complete their last point or respond to a question if necessary.
The independent assessor must ask at least 6 questions. They must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow up questions are allowed where clarification is required.
The purpose of the independent assessor's questions is:
The apprentice must submit any presentation materials to the EPAO at the same time as the report - by the end of week 6 of the EPA period. The apprentice must notify the EPAO, at that point, of any technical requirements for the presentation.
During the presentation, the apprentice must have access to:
The independent assessor must have at least 1 weeks to review the project report and any presentation materials, to allow them to prepare questions.
The apprentice must be given at least 7 days’ notice of the presentation with questions.
The independent assessor must make the grading decision. They must assess the project components holistically when deciding the grade.
The independent assessor must keep accurate records of the assessment. They must record:
The presentation with questions must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises. It should take place in a quiet room, free from distractions and influence.
The presentation with questions can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
EPAO must produce the following materials to support the project:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the professional discussion, an independent assessor and apprentice have a formal two-way conversation. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence.
This assessment method is being used because.
The professional discussion must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the professional discussion.
The purpose of the independent assessor's questions is to further clarify knowledge, skills and behaviours demonstrated in the portfolio of evidence.
As there are terminology differences between employers even in the same publishing sub- sector, an employer observer can join the professional discussion to support the independent assessor. However, it is not mandatory to have an employer observer.
The portfolio is used as a vehicle for the apprentice to bring to life their knowledge, skills and behaviour as required during questioning by the independent assessor.
The discussion will be undertaken under controlled conditions and will last for 90 minutes. It will consist of 6 questions, one for each of the elements identified below. Each question discussion will last for a maximum of 15 minutes and this time will include any follow-up questions that may be required.
The professional discussion will cover the following elements:
The EPAO must give an apprentice 7 days' notice of the professional discussion.
The independent assessor must have at least 2 weeks to review the supporting documentation.
The apprentice must have access to their portfolio of evidence during the professional discussion.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.
The professional discussion must last for 90 minutes. The independent assessor can increase the time of the professional discussion by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
The independent assessor must ask at least 6 questions. The independent assessor must use the questions from the EPAO’s question bank.
The independent assessor must make the grading decision.
The independent assessor must keep accurate records of the assessment. They must record:
The professional discussion must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.
The professional discussion can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The professional discussion should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the professional discussion underpinned by a portfolio of evidence:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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|---|---|---|
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Company strategy and the broader publishing industry
K1 K8 |
Describes the organisation's publishing programme, strategy and competitors and who the organisations target users are. K1 Outlines the range of products, publications and services available within the publishing industry. K8
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Explains the impact that their work could have on the organisation's publishing programme. K1 |
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Problem solving and resilience
S11 B7 B8 |
Demonstrates resilience, determination, lateral thinking and a willingness to learn when providing solutions to problems. S11, B7, B8
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Critically evaluates their approach to problem solving. S11, B7, B8
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Publishing processes
K9 K11 K12 K14 S6 |
Outlines the key stages of the publishing process. K9 Demonstrates and explains the need for rigour and attention to detail when setting and proof reading content. K11, S6 Explains the costing and scheduling principles that ensure cost effective timely and environmentally sustainable production and supply chains. K12, K14
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Critically evaluates stages of the publishing process relevant to their role. K9, S6 |
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Sales and marketing
K15 K16 K17 K18 |
Explains the importance of market awareness, sales channels and key selling points for their customers and target users in order to drive sales. K15, K17
Explains the different methods used to engage and connect with target users through marketing campaigns and strategies. K16, K18
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na |
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Stakeholder management and communication
S9 S14 |
Presents information clearly and concisely when communicating ideas both internally and externally and manages stakeholder relations.
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na |
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Teamwork and working independently
S15 S16 B6 B9 |
Demonstrates good time management and the ability to manage own workload when operating as part of a team. S15, S16 Demonstrates a receptiveness to new ideas and enthusiasm for their role. B6, B9
|
na |
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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|---|---|---|
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Company strategy and the broader publishing industry
K2 K3 K24 B10 |
Explains the sectors and trends within the publishing industry including the wider social issues of climate change, diversity, equity and inclusion. K2 K3 Demonstrates how they promote and take personal responsibility for sustainable working practices. B10 Demonstrates awareness of new technologies and emerging digital trends and the impact of these on the broader publishing industry. K24
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Evaluates the impact of promoting sustainable working practices in their role. B10
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Publishing processes including digital publishing
K7 K21 K22 K23 S4 S5 |
Follows company guidelines relevant to their role throughout the publishing journey, ensuring that budgets and schedules are met. K7, S4
Understands the range of standards and mark-up languages used in publishing. K21
Demonstrates the ability to highlight and agree changes with stakeholders. S5
Explains what User Experience (UX) and accessibility requirements are and how these can be tested K22 K23
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Critically evaluates the impact of their role on the publishing journey. K7, S4
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Rights management, contracting and confidentiality
K19 K20 S10 B1 |
Explains the use of contractual structures with authors or contributors, and the importance of maintaining professional discretion in relation to confidential issues surrounding stakeholders or business activities. K19, S10, B1 Explains company policies regarding third-party permissions and for protecting copyright and ensuring compliance. K20
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na
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Communication
K10 S7 S8 S13 |
Demonstrates the ability to communicate and build relationships with internal and external stakeholders, escalating any issues and concerns according to company process. K10, S7, S8
Demonstrates adaptability in their style of communication, dependent on the stakeholder. S13
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Evaluates the importance of communication on building relationships with internal and external stakeholders. K10, S7, S8
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Systems, software and data management
K4 K5 K6 K13 S1 S2 S3 |
Explains the importance of tracking and maintaining up-to-date versions of product files on system. K13 Explains the publishing systems and content management software used to support publishing processes at their organisation. K4, K6
Demonstrates how they input and maintain a range of data sources, using best practice to improve the quality of information and adhering to data protection guidelines. K5, S1, S2, S3
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Evaluates the impact of the publishing systems and content management software used to support publishing processes at their organisation. K4, K6
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Team work and working independently
S12 S17 B2 B3 B4 B5 B11 |
Act as a role model for accessibility, diversity and inclusion whilst working as part of a team, taking the initiative when required and treating colleagues and external stakeholders fairly and with respect. S12, B2, B4, B11 Demonstrates the ability to communicate and collaborate effectively during remote or hybrid working, applying rigour and attention to detail and consistently achieving personal and organisational targets. S17, B3, B5
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Evaluates own performance as part of the team and identifies opportunities for improvements in personal and team performance. S12, B4
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Performance in the EPA determines the apprenticeship grade of:
An independent assessor must individually grade the: project report and presentation and professional discussion underpinned by a portfolio of evidence in line with this EPA plan.
The EPAO must combine the individual assessment method grades to determine the overall EPA grade.
If the apprentice fails one or more assessment methods, they will be awarded an overall fail.
To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA distinction, the apprentice must achieve a distinction in both assessment methods. To achieve an overall EPA merit grade, the apprentice must achieve a pass in one assessment method and a distinction in the other assessment method.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Project report and presentation | Professional discussion underpinned by a portfolio of evidence | Overall Grading |
|---|---|---|
| Fail | Fail | Fail |
| Fail | Pass | Fail |
| Pass | Fail | Fail |
| Pass | Pass | Pass |
| Pass | Distinction | Merit |
| Distinction | Pass | Merit |
| Distinction | Distinction | Distinction |
| Fail | Distinction | Fail |
| Distinction | Fail | Fail |
If the apprentice fails one or more assessment method, they can re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does.
The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and EPAO agree the timescale for a re-sit or re-take. A re-sit is typically taken within months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within months of the EPA outcome notification.
If the apprentice fails the project assessment method, they must amend the project output in line with the independent assessor’s feedback. The apprentice will be given 8 weeks to rework and submit the amended other.
Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.
Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.
The apprentice will get a maximum EPA grade of for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.
| Roles | Responsibilities |
|---|---|
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Apprentice |
As a minimum, the apprentice should:
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Employer |
As a minimum, the apprentice's employer must:
Post-gateway, the employer must:
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EPAO |
As a minimum, the EPAO must:
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Independent assessor |
As a minimum, an independent assessor must:
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Training provider |
As a minimum, the training provider must:
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Optional Employer Observer |
Nominated by the employer and appointed by the EPAO. The employer observer will be employed by the apprentice's employer but will not have been involved in the training of the apprentice. It is not mandatory to have an employer observer. The role of the employer observer will be to:
The employer observer is not involved in any grading decisions. |
The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to how the EPAO ensures valid, consistent and reliable EPA decisions. The EPAO must adhere to the requirements within the roles and responsibilities section:
The EPAO must also:
Affordability of the EPA will be aided by using at least some of the following:
Professional body recognition is not relevant to this occupational apprenticeship.
| Knowledge | Assessment methods |
|---|---|
|
K1
Their organisation’s strategy and publishing programme, their competitors and who their target users are Back to Grading |
Project report and presentation |
|
K2
The broader publishing industry - sectors and trends Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K3
The role of the industry with regards to the wider social issues of climate change and diversity, equity and inclusion and the impact of these issues on their organisation and target users Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K4
Publishing systems used to manage, produce and sell products or publications. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K5
The importance and risk to the business involved in maintaining and managing product data, including metadata. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K6
Content management software that supports the production process for the variety of content at their organisation. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K7
The publishing journey from commissioning through to publication including working with manuscripts, proofs and marketing materials Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K8
The range of products and publications available such as books, illustrated books, academic publications, digital books, products and services. Back to Grading |
Project report and presentation |
|
K9
Key stages of the publishing process, which include briefing stakeholders or suppliers, design, editing and proof reading. Back to Grading |
Project report and presentation |
|
K10
Importance of communication with internal and external stakeholders Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K11
Process and procedures for setting and proofreading content. Back to Grading |
Project report and presentation |
|
K12
The costing and scheduling principles of products or publications to ensure cost effective and timely production. Back to Grading |
Project report and presentation |
|
K13
The importance of tracking and maintaining up-to-date versions of product files on systems. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K14
Sustainability and environmental considerations within production and supply chains. Back to Grading |
Project report and presentation |
|
K15
The importance of market awareness and key selling points for their customers and target users in order to drive sales. Back to Grading |
Project report and presentation |
|
K16
Different methods to connect and engage directly with target users such as influencers, the press, focus groups and surveys. Back to Grading |
Project report and presentation |
|
K17
Sales channels and tools for their target audience. Back to Grading |
Project report and presentation |
|
K18
Marketing campaigns and strategies including digital methods such as search engine optimisation, insights from web analytics and web optimisation. Back to Grading |
Project report and presentation |
|
K19
Contractual structures with authors or contributors including, where relevant, fees, advances, royalties, licensing or assigning copyright and subrights. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K20
Company policies regarding third-party permissions and for protecting copyright and ensuring compliance, including digital rights management. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K21
Range of standards (such as Onix) and mark-up languages (such as XML, LaTeX and HTML) used in publishing. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K22
Accessibility requirements for digital content where relevant (such as alt text for images). Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K23
User experience (UX) design and how this can be tested. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
K24
New technologies and emerging digital trends and the impact of these on the broader publishing industry Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
| Skill | Assessment methods |
|---|---|
|
S1
Input and maintain data to produce products or publications that meet company, sales channel and audience requirements. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S2
Continually improve the quality of information or data in line with best practice. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S3
Maintain data and records in line with relevant data protection guidelines. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S4
Follow publishing guidelines relevant to their role to produce products or publications that meet budgets, are on schedule and meet company and industry standards. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S5
Ensure appropriate changes are highlighted and agreed with stakeholders Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S6
Apply rigour and attention to detail Back to Grading |
Project report and presentation |
|
S7
Escalate issues and concerns, in line with company process. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S8
Identify stakeholders, build relationships and manage expectations Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S9
Present appropriate information clearly and concisely, whether internal or external. Back to Grading |
Project report and presentation |
|
S10
Ensure that products or publications meet contractual structures agreed with authors or other content providers. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S11
Think laterally and provide sensible solutions to problems. Back to Grading |
Project report and presentation |
|
S12
Demonstrate a strong ability to work as part of a team, taking on tasks confidently and resourcefully, working cooperatively with others, and supporting the team and line manager as required. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S13
Communicate clearly with relevant stakeholders, showing confidence, inclusiveness and flexibility, and ensuring an appropriate use of language and terminology. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
S14
Present and communicate ideas to colleagues internally and externally as needed. Back to Grading |
Project report and presentation |
|
S15
Manage own workload and operate both individually and as part of a wider team and seek support when needed. Back to Grading |
Project report and presentation |
|
S16
Demonstrate good time-management – prioritise effectively, with the ability to manage multiple demands and deadlines. Back to Grading |
Project report and presentation |
|
S17
Demonstrate the ability to communicate and collaborate effectively during remote or hybrid working, where required by their company. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
| Behaviour | Assessment methods |
|---|---|
|
B1
Maintain professional discretion in relation to confidential issues surrounding stakeholders or business activities. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
B2
Include and seek input from people across a wide variety of backgrounds and lived experiences, treating colleagues and external stakeholders fairly and with respect. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
B3
Apply rigour and attention to detail both on product processes and in other tasks. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
B4
Take the initiative when required and be willing to offer ideas. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
B5
Consistently achieve personal and organisational targets. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
B6
Be receptive to new ideas. Back to Grading |
Project report and presentation |
|
B7
Be resilient and determined to overcome obstacles. Back to Grading |
Project report and presentation |
|
B8
Show a willingness to learn and develop, embracing new challenges when they occur. Back to Grading |
Project report and presentation |
|
B9
Demonstrates enthusiasm in their activities Back to Grading |
Project report and presentation |
|
B10
Take personal responsibility for and promote sustainable working practices. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
|
B11
Act as a role model for accessibility, equity, diversity, and inclusion. Back to Grading |
Professional discussion underpinned by a portfolio of evidence |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Company strategy and the broader publishing industry
K1 K8 |
Their organisation’s strategy and publishing programme, their competitors and who their target users are (K1) The range of products and publications available such as books, illustrated books, academic publications, digital books, products and services. (K8) |
None |
None |
|
Problem solving and resilience
S11 B7 B8 |
None |
Think laterally and provide sensible solutions to problems. (S11) |
Be resilient and determined to overcome obstacles. (B7) Show a willingness to learn and develop, embracing new challenges when they occur. (B8) |
|
Publishing processes
K9 K11 K12 K14 S6 |
Key stages of the publishing process, which include briefing stakeholders or suppliers, design, editing and proof reading. (K9) Process and procedures for setting and proofreading content. (K11) The costing and scheduling principles of products or publications to ensure cost effective and timely production. (K12) Sustainability and environmental considerations within production and supply chains. (K14) |
Apply rigour and attention to detail (S6) |
None |
|
Sales and marketing
K15 K16 K17 K18 |
The importance of market awareness and key selling points for their customers and target users in order to drive sales. (K15) Different methods to connect and engage directly with target users such as influencers, the press, focus groups and surveys. (K16) Sales channels and tools for their target audience. (K17) Marketing campaigns and strategies including digital methods such as search engine optimisation, insights from web analytics and web optimisation. (K18) |
None |
None |
|
Stakeholder management and communication
S9 S14 |
None |
Present appropriate information clearly and concisely, whether internal or external. (S9) Present and communicate ideas to colleagues internally and externally as needed. (S14) |
None |
|
Teamwork and working independently
S15 S16 B6 B9 |
None |
Manage own workload and operate both individually and as part of a wider team and seek support when needed. (S15) Demonstrate good time-management – prioritise effectively, with the ability to manage multiple demands and deadlines. (S16) |
Be receptive to new ideas. (B6) Demonstrates enthusiasm in their activities (B9) |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Company strategy and the broader publishing industry
K2 K3 K24 B10 |
The broader publishing industry - sectors and trends (K2) The role of the industry with regards to the wider social issues of climate change and diversity, equity and inclusion and the impact of these issues on their organisation and target users (K3) New technologies and emerging digital trends and the impact of these on the broader publishing industry (K24) |
None |
Take personal responsibility for and promote sustainable working practices. (B10) |
|
Publishing processes including digital publishing
K7 K21 K22 K23 S4 S5 |
The publishing journey from commissioning through to publication including working with manuscripts, proofs and marketing materials (K7) Range of standards (such as Onix) and mark-up languages (such as XML, LaTeX and HTML) used in publishing. (K21) Accessibility requirements for digital content where relevant (such as alt text for images). (K22) User experience (UX) design and how this can be tested. (K23) |
Follow publishing guidelines relevant to their role to produce products or publications that meet budgets, are on schedule and meet company and industry standards. (S4) Ensure appropriate changes are highlighted and agreed with stakeholders (S5) |
None |
|
Rights management, contracting and confidentiality
K19 K20 S10 B1 |
Contractual structures with authors or contributors including, where relevant, fees, advances, royalties, licensing or assigning copyright and subrights. (K19) Company policies regarding third-party permissions and for protecting copyright and ensuring compliance, including digital rights management. (K20) |
Ensure that products or publications meet contractual structures agreed with authors or other content providers. (S10) |
Maintain professional discretion in relation to confidential issues surrounding stakeholders or business activities. (B1) |
|
Communication
K10 S7 S8 S13 |
Importance of communication with internal and external stakeholders (K10) |
Escalate issues and concerns, in line with company process. (S7) Identify stakeholders, build relationships and manage expectations (S8) Communicate clearly with relevant stakeholders, showing confidence, inclusiveness and flexibility, and ensuring an appropriate use of language and terminology. (S13) |
None |
|
Systems, software and data management
K4 K5 K6 K13 S1 S2 S3 |
Publishing systems used to manage, produce and sell products or publications. (K4) The importance and risk to the business involved in maintaining and managing product data, including metadata. (K5) Content management software that supports the production process for the variety of content at their organisation. (K6) The importance of tracking and maintaining up-to-date versions of product files on systems. (K13) |
Input and maintain data to produce products or publications that meet company, sales channel and audience requirements. (S1) Continually improve the quality of information or data in line with best practice. (S2) Maintain data and records in line with relevant data protection guidelines. (S3) |
None |
|
Team work and working independently
S12 S17 B2 B3 B4 B5 B11 |
None |
Demonstrate a strong ability to work as part of a team, taking on tasks confidently and resourcefully, working cooperatively with others, and supporting the team and line manager as required. (S12) Demonstrate the ability to communicate and collaborate effectively during remote or hybrid working, where required by their company. (S17) |
Include and seek input from people across a wide variety of backgrounds and lived experiences, treating colleagues and external stakeholders fairly and with respect. (B2) Apply rigour and attention to detail both on product processes and in other tasks. (B3) Take the initiative when required and be willing to offer ideas. (B4) Consistently achieve personal and organisational targets. (B5) Act as a role model for accessibility, equity, diversity, and inclusion. (B11) |
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.0 | Approved for delivery | 23/01/2024 | Not set | Not set |
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