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5LD03 Facilitate Personalised and Performance-Focused Learning focuses on how to deliver learning activities that make a real difference. It explains how to plan a strong learning session, use pre-learning tasks, and tailor learning to suit different people so it can be applied back at work. It also covers facilitation skills for both in-person and online learning, as well as the key principles and ethical standards needed to deliver an excellent learning experience.

TASK 1: Facilitating Learning – Written Questions

AC 1.1 Discuss three factors you might consider when preparing to facilitate group-based learning and development activities.

Factor 1: Learner Analysis and Group Composition

Understanding who the learners are is the essential foundation for effective facilitation preparation. This encompasses their existing knowledge and skill levels, prior learning experiences, preferred learning styles, job roles and contexts in which they will apply the learning, any specific needs including disabilities, language requirements, or neurodivergent preferences, and the group dynamics including whether participants know each other, their hierarchical relationships, and any interpersonal tensions that might affect group functioning. Honey and Mumford’s learning styles model (cited in Lancaster, 2023) reminds facilitators that any group will contain activists, reflectors, theorists, and pragmatists, and that activities should accommodate this diversity rather than favouring a single preference. Without thorough learner analysis, the facilitator risks designing activities that are pitched too high or too low, fail to address the actual learning need, or inadvertently exclude participants.

Factor 2: Clear Learning Objectives and Alignment

Every facilitated session requires clearly defined learning objectives that specify what participants will be able to know, do, or demonstrate by the end of the activity. Objectives should be specific, measurable, and directly connected to the identified learning need and the participants’ workplace context. Bloom’s revised taxonomy (Anderson and Krathwohl, 2001, cited in Lancaster, 2023) provides a framework for ensuring objectives are pitched at the appropriate cognitive level: knowledge-level objectives require different facilitation approaches from application or evaluation-level objectives. Preparation includes mapping each activity and resource to specific objectives, ensuring that every element of the session contributes to the intended learning outcomes and that the session plan has a coherent logical flow from opening through development to consolidation and action planning (CIPD, 2024).

Factor 3: Physical and Psychological Environment The learning environment encompasses both the physical space and the psychological climate. Physical preparation includes room layout that supports the intended activities, such as cabaret-style for group work or horseshoe for facilitated discussion, ensuring adequate lighting, ventilation, and accessibility, preparing materials and technology in advance, and planning for contingencies such as equipment failure. Psychological preparation involves planning how to establish psychological safety from the outset through ground rules, icebreakers, and facilitator modelling of openness

ess and respect. Edmondson’s (2023) research demonstrates that psychological safety is the precondition for effective group learning: participants who fear judgement will not contribute, question, or take the intellectual risks that deep learning requires. AC 1.2 Explain three principles that would guide your selection of learning resources or materials to support learning activities. Principle 1: Relevance and Contextualisation Resources must be directly relevant to the learning objectives and contextualised to the participants’ work environment. Case studies, scenarios, and examples drawn from the learners’ actual organisational context generate significantly higher engagement and transfer than generic materials. The CIPD (2024) identifies relevance as the single strongest driver of learner engagement: participants invest effort in content they perceive as directly applicable to their challenges. This principle requires the facilitator to research the participants’ context thoroughly and adapt or create resources that reflect their authentic workplace reality. Principle 2: Accessibility and Inclusivity Resources must be accessible to all participants regardless of disability, learning preference, language proficiency, or digital literacy. This includes providing materials in multiple formats, such as visual, written, and auditory, to accommodate different learning preferences and needs; using clear, jargon-free language or providing glossaries where t...

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