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Portfolio and reflective statement

Proforma for apprentices

PORTFOLIO AND REFLECTIVE STATEMENT – PROFORMA FOR APPRENTICES 2

Student summary employment record

Organisation(s) Name(s) and type(s) (Sector and purpose)

Job title and brief summary of duties and responsibilities

Dates to / from Practical experience supervisor(s) name, professional qualification(s) telephone number and email address

Please use the guidance document on the ACCA Technician Apprentice (Level 4 Trailbazer) web page on the ACCAGlobal website as a basis for completing the following forms.

First of all complete the information about you, your employer(s) and the practical experience supervisor(s) during your apprenticeship.

Then complete the proformas with statements addressing both the description of each skill and behaviour in the following tables and referring to the separate elements (competencies). You are also required to complete the Reflective Statement proforma. REMEMBER THAT THIS WORK MUST BE ORIGINAL AND WRITTEN BY YOU INDEPENDENTLY. There is a statement to sign below the pro-formas below to confirm this.

When completed you must then submit this document to the following email address: ACCA Level 4 – [email protected]

Student and Practical experience supervisor details

Apprentice name: Apprentice contact details:


Area (grouping)

Objective (title) Description Elements (competence)

Statement (100-300 words)

1st assessor outcome

2nd assessor outcome

Moderator outcome

Feedback if deemed non-competent

Skills Communications and effective stakeholder relationship management.

You manage stakeholder expectations and needs, developing and maintaining productive business relationships. You listen to and engage stakeholders effectively and communicate the right information to them when they need it.

A Display sensitivity, empathy and cultural awareness in all your communications. This allows you to establish trust and credibility with a range of stakeholders and gain their confidence.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Use a range of mediums and make appropriate use of IT to communicate clearly, concisely and persuasively in formal and informal situations.

C Gain commitment from stakeholders by consulting and influencing them to solve problems, meet objectives and maximise mutually beneficial opportunities.

Skills Proforma


Area (grouping)





Moderator outcome


D Develop and build effective and ethical professional relationships and networks.

E Deal calmly and efficiently with conflicting priorities, deadlines or opinions – both internally and externally – by listening and negotiating.

Analysis You create, interpret and analyse financial information, showing how it can be used effectively to add value to your organisation.

A Process and interpret information so that management can easily understand it and use it to make effective decisions.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Demonstrate how information can be used to add value to your organisation’s activities.


Area (grouping)





Moderator outcome


Leadership You are committed to your job and the profession – and are proactive in managing your own development.

A Behave proactively, taking the lead in identifying problems and reaching conclusions.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Show you can create a personal development plan and identify training needs based on others’ feedback.

C Research and keep up-to-date with developments in the accountancy profession that could affect the way your organisation works.

Planning and prioritisation

You plan your time effectively, working to tight deadlines. You are able to adapt and respond to changing or conflicting priorities.

A Plan your work and time effectively, meeting agreed objectives.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Monitor your performance in line with others’ expectations – and with your own.

C Prioritise your work, adapting effectively to changing priorities.


Area (grouping)





Moderator outcome


Quality and effectiveness at work

You apply accounting knowledge to consistently produce accurate, high quality data and information.

A Make sure your work meets your organisation’s quality standards and complies with laws vand regulations.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Make sure your work is accurate, error-free and delivered on time.

Team working and collaboration

You work effectively with others and maintain productive and effective business relationships – both internally and externally.

A Work effectively with others to achieve team and personal objectives.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Create and maintain effective professional relationships.

C Be professional in all your interactions and relationships – with immediate colleagues, the wider business and external stakeholders. This will help to build your credibility.


Area (grouping)





Moderator outcome


Using systems and processes

You operate in line with the systems and processes within your organisation and are proficient in the IT systems that apply to your role.

A Comply with accounting and control systems relevant to your role and function.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Use appropriate IT resources to make your work more effective.


Area (grouping)





Moderator outcome


Behaviours Ethics and Professionalism

The fundamental principles of ethical behaviour mean you should always act in the wider public interest. You need to take into account all relevant information and use professional judgement and your personal values to evaluate data and make decisions. You should identify right from wrong and escalate anything of concern. You also need to make sure that your skills, knowledge and behaviour are up-to-date and allow you to be effective in your role.

A Act diligently and honestly, following codes of conduct, taking into account – and keeping up-to-date with – legislation.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Act with integrity, objectivity professional competence and due care and confidentiality. You should raise concerns about non-compliance.

C Develop a commitment to your personal and professional knowledge and development. You should become a lifelong learner and continuous improver, seeking feedback and reflect on your contribution and skills.

D Identify, extract, process and evaluate information to make reliable, well-reasoned conclusions.

Behaviours Proforma


Area (grouping)





Moderator outcome


Adaptability You listen, learn and adapt to changing priorities, requirements and situations – and maintain high standards even in changing environments.

A Listen to others to understand their priorities and concerns.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

DeferredB Be sensitive to others, considering their needs and views.

C Be flexible and discreet where appropriate.

D Moderate your behaviour according to the situation and stakeholder.

Adding Value

You continually strive to improve working processes – both your own and in the wider organisation. You actively engage with the wider business, sharing information that positively contributes to business decisions.

A Engage with stakeholders across the organisation, improving understanding and cooperation.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

B Support and contribute to decisions, which improve effectiveness and efficiency and create value.

C Monitor and review procedures and processes, promoting continuous improvement – both in your department and across the wider business.


Area (grouping)





Moderator outcome


Proactivity

You act responsibly, demonstrating your drive and energy to get things done. You are very capable of working professionally under pressure.

A Be accountable for your actions, objectives and areas of responsibility.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

DeferredB Demonstrate drive,

energy and a positive, cooperative attitude.

C Deal with pressure and changing demands calmly and resiliently.

Professional Scepticism

You are able to challenge and question information. You develop a keen eye for recognising situations and conditions that could indicate misstatement of financial information because of errors or fraud.

A Be vigilant and exercise due diligence in all aspects of work.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

DeferredB Challenge and question information and assertions, where justified.

C Recognise signals which may indicate a risk of fraud or error.

D Check, critically analyse and assess financial and other data with professional scepticism. You should question opinion and facts through corroboration and robust testing.


Challenge Questions Respond to the following background statement in up to 300 words. You should then answer the next three challenge questions with a maximum word limit of 500 per question, producing an overall statement of no less than 1,500 words for all four statements.

1st Independent Assessor

2nd Independent Assessor

Moderator Feedback if Apprentice deemed non-competent

Background statement

Describe your organisation and its business model, explaining what your department does to support the aims of the organisation and summarising your own job description and role within the organisation.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

Challenge Question 1

Describe the benefits of acquiring knowledge assessed in the on-programme assessments and how they apply to your role and identify which were most or least relevant, explaining why.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred

Reflective Statement Assessment form


Challenge Questions Respond to the following background statement in up to 300 words. You should then answer the next three challenge questions with a maximum word limit of 500 per question, producing an overall statement of no less than 1,500 words for all four statements.

1st Independent Assessor

2nd Independent Assessor

Moderator Feedback if Apprentice deemed non-competent


Discuss the skills from the Portfolio and how these are useful in you becoming more effective at work and identify which will most help you develop your potential in the future explaining why.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred


Explain which of the behaviours you have demonstrated are most important for you personally and professionally, for the organisation you work for and in the wider interests of stakeholders, including the public interest.

Yes

No

Deferred

Yes

No

Deferred

Yes

No

Deferred


Declaration

I confirm that all the above Portfolio statements and the answers to reflective statement challenge questions have been completed by me from my own experience and is original work:

Name:

Signature:

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