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Engineering and manufacturingLevel 4Green occupationOCC0695 · ST0695

Process leader

Manufacturing, plant and process technologist · Higher Technical · Engineering, manufacturing, process and control

The official framework — 49 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Process leader apprenticeship standard (v1.1). On EngTree, each one becomes a node — verified knowledge entries, training modules and End-Point Assessment evidence all map back to it.

Knowledge (18)

What the apprentice must understand

  • K1

    Principles of production/manufacturing techniques including: material handling systems, maintenance, production planning/scheduling, ergonomics, workplace study, plant organisation, Statistical Process Control, process types such as flow and batch, product/raw material principles.

  • K2

    How to identify and procure sufficient, suitable resources (e.g. finance, staff, equipment, supplies) including use of management tools such as the Internet of Things (IoT) and Industry 4.0.

  • K3

    Budgeting, forecasting and control of direct and indirect costs, fixed and variable costs including actual, accrued and committed costs.

  • K4

    Lean operational and quality improvement practices such as workplace organisation, visual management, waste reduction and shop floor problem solving.

  • K5

    Delivery of quality management and assurance systems.

  • K6

    Problem definition: Cost of Poor Quality, problem analysis models such as Is/Is Not.

  • K7

    Safe and professional working practices including health, safety, environment and legislative requirements relevant to the sector, the organisation and own role including the importance of reducing the energy, water and the minimisation of waste from packaging, scrap and production by-products. The product and process implications of using recycled materials.

  • K8

    Production procedures and regulations to meet legislative/organisational requirements.

  • K9

    Planning and project management principles, problem solving, relationship building and leading through KPIs.

  • K10

    Employment law, employee rights and responsibilities, organisation staff management policies/procedures for e.g. recruitment, performance, development, discipline, grievance, equality/diversity, industrial relations.

  • K11

    Theories of performance management and their use and organisations tools and policies for managing teams.

  • K12

    The theory of managing, motivating and developing people.

  • K13

    The purpose of organisational vision and goals and how these apply to teams.

  • K14

    Awareness of the differing strengths team members have and how these can be effectively applied in the workplace.

  • K15

    Approaches to colleague, stakeholder/ supplier relationship management including collaboration, negotiation, influencing, managing conflict, and networking.

  • K16

    How to communicate and cascade information effectively at all levels and to a diverse audience.

  • K17

    How to collect and analyse data and use basic statistical methods for decision making.

  • K18

    How to use data to present a case to management when requesting change including graphs, charts and tables and where appropriate single page reporting.

Skills (25)

What the apprentice must be able to do

  • S1

    Undertake and direct production activities and operations.

  • S2

    Propose, undertake, manage and coordinate changes to the product, production operations, processes and equipment, to improve productivity, efficiency, quality and sustainability.

  • S3

    Solve problems - predict and prevent failures through the analysis of data and information.

  • S4

    Manage resources effectively to ensure their availability and the efficient running of department in line with organisational procedures.

  • S5

    Deliver cost achievements against budget targets.

  • S6

    Plan resources to support variations in production schedules.

  • S7

    Use KPIs as the basis of the continuous improvement cycle for quality, cost and volume achievement using lean operational and product improvement techniques.

  • S8

    Undertake and manage quality resolutions as well as volume problem resolution.

  • S9

    Manage health, safety and the environment within area of responsibility, ensuring staff are compliant with all requirements and driving improvements.

  • S10

    Conduct workplace risk assessments, manage near-miss or similar processes, conduct investigations as necessary.

  • S11

    Use project management tools to plan, organise and manage resources, to monitor progress, identify risks and mitigation.

  • S12

    Recruit the right people into the right job.

  • S13

    Develop, build and motivate teams by identifying strengths and enabling training and development within the workplace.

  • S14

    Recognise excellence, effectively manage performance, discipline, attendance, grievance.

  • S15

    Manage industrial relations and equality and diversity.

  • S16

    Support development through coaching and mentoring.

  • S17

    Leading and communicating the management of change.

  • S18

    Provide clear direction and leadership, giving open and honest feedback. Apply and adapt own leadership style to different production situations and people.

  • S19

    Delegate and enable delivery though others.

  • S20

    Build and maintain strong relationships across different disciplines. Negotiate and influence. Manages conflict.

  • S21

    Identify and share good practice, work collaboratively.

  • S22

    Utilise specialist advice and support to deliver plans.

  • S23

    Communicate effectively (verbal, non-verbal, written, digital) in manner relevant to the target audience.

  • S24

    Chair meetings and present (formally and informally) using a range of media. Listen actively, challenge, give feedback.

  • S25

    Analyse data/information to compellingly and succinctly present information to drive management decisions.

Behaviours (6)

How the apprentice must conduct themselves

  • B1

    Decision Making: Makes decisions based on personal initiative, technical knowledge, analysis and understanding of the different interests of stakeholders. Accepts responsibility for decisions and recognises limit to own authority.

  • B2

    Agile: Flexible and adaptable to the needs of the organisation. Is creative, innovative and enterprising when seeking solutions to business needs. Positive and open to new ways of working, responds well to feedback and change.

  • B3

    Inclusive: Open, approachable, authentic, and able to build trust with others. Promotes a respectful culture embracing diversity and inclusion. Seeks and provides feedback to manage continuous development of self, team and processes.

  • B4

    Responsibility, Accountability and Resilience: Drive to achieve in all aspects of work. Demonstrates resilience and accountability. Determination when managing difficult situations. Seeks new opportunities.

  • B5

    Professionalism: Sets an example, and is fair, consistent and impartial. Open and honest. Operates within organisational values. Promote and instil the values of the organisation to all colleagues.

  • B6

    Problem solver: Identifies issues quickly, enjoys solving complex problems and applies appropriate solutions. Has a strong desire to push to ensure the root cause of any problem is found and solutions identified which prevent recurrence.

This framework is where Pathways
meets verified knowledge.

Scenarios practise these requirements. Verified entries teach them. The evidence portfolio proves them. One spine, three surfaces.