ILM Level 3 in Leadership & Management

Planning skills

Improve skills to plan and allocate work.

Team planning


Knowing how to plan and allocate work in the workplace is an essential skill for any leader. In this module, participants will learn how to identify organisational targets relevant to their team and set SMART objectives. Monitoring and controlling planned activities by identifying the resources required and allocating work to team members is also covered. Practical techniques that explain how to assess and support team performance are given and participants will gain understanding of how to improve the performance of a team in delivering to plan. The opportunity to reflect on the factors that could cause a variance from plan is given as well as methods to involve the team in overcoming these.

Learning objectives

Following the completion of the course and assignment, the leader will be able to:

  • Know how to plan work in the workplace
  • Identify organisational targets relevant to the team
  • Set SMART objectives for the team to achieve the targets
  • Use a technique to plan to achieve the objectives
  • Explain how to monitor and control a planned activity
  • Identify resources required to complete a planned activity
  • Explain how to allocate work to team members
  • Explain how to assess and support team performance in achieving objectives
  • Identify a possible cause of variance from a planned activity
  • Identify actions to overcome causes of variance
  • Explain how to involve team members in identifying ways to improve performance to meet objectives

Course content

Day 1

A series of exercises are used to demonstrate and allow practice in applying planning skills in different workplace situations.

Day 2

The second half of the day has an extended experiential exercise so that new concepts can be applied in a simulated business planning scenario. Peer and instructor coaching is used to ensure the tools and concepts are being applied effectively.

Key information

Qualification credits

Part of the ILM Level 3 Award and Certificate pathways

Qualification credits

Part of the ILM Level 3 Certificate pathway


2 days

Maximum group size


Number of trainers


Mode of learning

Face to face or live online


Flexible - hotel or your premises

ILM unit code


Open course dates

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ILM Level 3 qualification in Leadership and Management

This module is one of eight, that form our ILM Level 3 Certificate in Leadership and Management. 

The qualifications are designed for people who have leadership and management responsibilities but limited formal training. 

Delivered in English, or Arabic, participants can receive either a L3 Certificate or L3 Award according to the number of credits earned. 

The module sessions are highly interactive and based around experiential activities. We believe it’s important to have more than the minimum required contact time so there is room for discussion, activities and to apply the learning to real life situations.

The course is a blend of experiential activities, bite-sized teaching and discussionbased activities. We ensure a rich mixture of activities to engage all learning preferences. 

This course is around 40% experiential activities. 

This module earns credits which can be applied towards the L3 Award and L3 Certificate in Leadership and Management.  

Additionally, each participant completing the module will receive a Red Rock International certificate. 

This course is for first time leaders, those about to move into leadership, or for more established leaders who want to revisit fundamentals of leadership.  

Assessment is through a 1 hour guided conversation with the assessor. This avoids lengthy assignment writing, while still checking that the participant has adequate understanding.

The professional conversation can be face to face, or via video call. The assessor follows a structured sequence of questions and takes notes on the participant’s responses. The assessor is there to make it comfortable for the learner to share their understanding and achieve the best possible result.

Participants will be given assignment instructions during the Training sessions and encouraged to prepare for the professional conversation session by completing worksheets and undertaking any required workplace application activities/observations.

Where the assessor judges that insufficient evidence was collected for a pass, they will ask subsequent questions at an additional professional conversation meeting.

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