Which courses are required, how often to refresh them, and how to keep records.
Core training topics
Start by writing down what you do today, who is responsible and where the evidence is kept. Most gaps become obvious as soon as the current process is described in plain language.
Check the official guidance before you act. Rules and expectations change, and the primary source is always the safest reference.
Refresher cycles
Involve the people who do the work. They know where the process breaks down, and they are the ones who will need to follow whatever you agree.
Review this area at least once a year, and again whenever guidance or your service changes. Put the next review date in the diary now.
- Write down the current process
- Agree who owns each step
- Set a review date
Keeping training records
Keep a short record of each decision: what changed, why, who approved it and when it will next be reviewed. It saves time when anyone asks later.
If something is unclear, ask. A short conversation with a specialist is usually quicker than fixing a problem after it has been found.
Planning the year
Check the official guidance before you act. Rules and expectations change, and the primary source is always the safest reference.
Start by writing down what you do today, who is responsible and where the evidence is kept. Most gaps become obvious as soon as the current process is described in plain language.
Key takeaways
Keep it simple, keep it written down and keep it under review. Small, regular improvements beat a large rewrite once a year.
