learning journal

Topics: Seinfeld, Ratio, Management Pages: 7 (942 words) Published: December 2, 2013
Key skills workplace assignment

Organising an outing
It’s important that outings with a group of clients run smoothly, and this takes careful planning. The purpose of this assignment is to take you through the steps of planning an outing for a group of clients and their helpers. After the outing, you’ll carry out a survey to find out what everyone thought of the event, and produce a short report about the outing and the results of your survey.


May be relevant to

The assignment asks you to:
1 decide on a suitable outing

C2.1a, WO2.1

2 plan the outing


3 help run the outing


4 check client satisfaction

C2.3, WO2.2, 2.3

5 produce a report of the results

C2.3, WO2.3

6 rate your own performance


Keep all your notes, drafts and other resources, and copies of letters and records of telephone calls and meetings.

Keep the evidence of working out your findings.

Proofread all written work to check punctuation, grammar and spelling. If you are unsure about it, ask someone else to read through your work to check it for accuracy.

If possible, get your boss or colleagues to evaluate your performance.

If in doubt at any time, ask your trainer or mentor for guidance.

Suitable for: learners in care homes

What you need to do
Stage 1

Decide on a suitable outing

Meet with your unit manager and colleagues to discuss the project and decide on the type of outing that would be most suitable. Consider the needs and preferences of the clients who will be participating, and the desired outcomes (whether the outing will have an educational purpose or be purely for pleasure). Clarify your objectives and responsibilities. Keep a record of the discussion, and use your notes to make a plan of the arrangements. Consider, for example:

the duration of the outing

the numbers participating

a suitable venue

suitable transport arrangements

health and safety issues

other requirements of the group.

Use a variety of information sources (such as the Internet or reference guides) to identify a suitable venue and the best mode of transport (remembering facilities for the disabled). Estimate costs for both.

Stage 2

Plan the outing

Arrange a meeting between your clients or client representative and colleagues and give a small talk about your plans. Design a poster using images and text to illustrate your talk. Use the telephone to make initial enquiries about venues and transport. Use the fax to make provisional bookings. Send letters confirming the date, venue, type of transport required, numbers, and any special requirements.

Talk to colleagues and identify the ratio of helpers to clients that you wish to take on the outing. State your reason(s) for choosing this ratio, and make sure that all participants know what their role is. Keep notes of the discussions and draw up a list of the important things to remember on the day.

Stage 3

Help run the outing

On the day of the outing, use the list you made in stage 2 to check that you have remembered everything, and to help the outing go smoothly. Make a record of what happens.

Stage 4

Check client satisfaction

After the outing, you need to find out how successful it was by getting feedback from the participants. Design a survey form to find out whether they were satisfied with the venue and arrangements for the outing, Ask them, for example:

what was most enjoyable?

what went well?

what would they like to be different next time?

Produce a chart showing the results of your survey.

Stage 5

Produce a report of the results

Write a short report for your manager about the outing, and include with it the chart showing the results of your survey.

Stage 6

Rate your own performance

Once you have written and submitted your report, take time to think about how well you tackled this assignment:
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