Specification · RQF regulated route · draft for review

Level 5 Diploma in Future Fluency.

Five mandatory units, 410 hours of Total Qualification Time, 41 credits. Every learning outcome, every assessment criterion, and the check that holds each one against the Ofqual Level 5 descriptor. Two of the five units have been rewritten and are marked where they appear.

410
Total Qualification Time, in hours
41
Credits, at 1 credit per 10 hours of TQT
5
Mandatory units, no optional pathway
136
Assessment criteria across the Diploma

What Future Fluency is, and what changes at Level 5.

Future Fluency is about working well alongside AI and automation. Not building the technology. Using it, checking it, and leading a team through what it changes.

The subject moves as the level rises, and it moves deliberately. At Level 3 the learner changes their own daily work. They use AI tools on real tasks, check what comes back, automate something they repeat, and review what changed. At Level 5 the learner leads a department through the same shift. Technical depth does not rise. Judgement, analysis and working with people does.

This matters for reviewing the specification. A reader expecting deeper AI content at Level 5 will think the units have gone soft. They have not. The level rises through the complexity of the problem, not the difficulty of the tool.

Structure and size.

Credit is calculated at the Ofqual convention of 1 credit per 10 hours of Total Qualification Time. Guided learning hours are indicative.

Tables scroll sideways on a narrow screen.

Level 5 Diploma in Future Fluency · Level 5 · 5 mandatory units
RefUnitTQTCreditsGLHCriteria
ZFF-GM-05Leading a Department Through a Change in Required Capability6062428
ZFF-EI-05Working with the People Whose Roles Change6062427
ZFF-AU-05Planning Automation Across a Department8084626
ZFF-DA-05Using Data to Direct a Department's Priorities7074025
ZFF-PJ-05Applied Project: Annual Automation Plan for Own Department140141030
Total5 mandatory units41041144136

410 TQT clears the 370 hour Diploma threshold with 40 hours of headroom. The criteria total was 97 before ZFF-GM-05 and ZFF-EI-05 were rewritten. Those two units carried 8 criteria each and now carry 28 and 27. TQT, credits and GLH are unchanged, so the size of the qualification is unaffected.

Where the hours go

 Level 3 DiplomaLevel 5 Diploma
Guided learning155 (40%)144 (35%)
Everything else235 (60%)266 (65%)
Total Qualification Time390410

The share of guided learning falls as the level rises, and that is the descriptor doing its work. A Level 5 problem is only broadly defined. A large part of what the learner needs cannot be known in advance by anyone, including the tutor. The department, its systems and its people are the content, and they are found in the doing.

Two things are easy to misread in that table. Guided learning is not the same as time with Zavmo. It is the hours spent under direction. Tutoring is one part of that, not all of it. The other hours are not all project work. They are reflection, reading and personal investigation as well as the project, and most of it happens inside the learner's own job.

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The level rule every criterion is written to.

Every criterion in every unit below is held against the Ofqual RQF Level 5 descriptor.

Knowledge

Practical, theoretical or technological knowledge and understanding of a subject or field of work to find ways forward in broadly defined, complex contexts. Can analyse, interpret and evaluate relevant information, concepts and ideas. Is aware of the nature and scope of the area. Understands different perspectives, approaches or schools of thought and the reasoning behind them.

Skills

Determine, adapt and use appropriate methods, cognitive and practical skills to address broadly defined, complex problems. Use relevant research or development to inform actions. Evaluate actions, methods and results.

Against Level 4

Level 4 problems are complex and non-routine while normally fairly well defined. Level 5 problems are only broadly defined. The test applied throughout: has anybody told the learner what the problem is, what counts as a good answer, or which method to use? If any of the three is given, the criterion has dropped to Level 4. This is why determine appears so often. It is the descriptor's own word and it is load-bearing.

Against Level 6 and above

Deliberately absent from every unit: critically analyse, design research, appraise, and any outcome about evaluating implications. Also absent: reformulate and synthesise, which are Level 7. Justify does not appear either, because it appears nowhere in the three units this specification is levelled against.

The one exception has now been closed. ZFF-AU-05 previously used appraise in its LO3 stem and at 3.1, 3.4, 4.3, 4.4 and 5.5, and ZFF-PJ-05 used appraisal at 2.4. The work those criteria describe is weighing candidate processes against criteria the learner has set, which is squarely the descriptor's own evaluate, so the wording has been changed to evaluate and evaluation and the meaning is unchanged. Nothing was demoted and nothing was rescoped. The before and after wording is set out in the findings section. The rule now holds without exception: appraise appears nowhere in any criterion.

Scope is departmental

The change is happening to the learner's team or department and the learner leads a function through it. Level 3 was personal scope. The moment an outcome asks what the department is for, it has left Level 5 upward. The moment it takes only the learner's own tasks as its object, it has left Level 5 downward.

The subject is leading people through change

It is change management and working with people, applied to automation and data. It is explicitly not deep AI or dataset expertise. Technical depth peaks at Level 3 and does not rise up this ladder. Someone will eventually try to improve these units by adding AI content. That would mis-level them.

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Two units have been rewritten.

ZFF-GM-05 and ZFF-EI-05 were written earlier than the other three and to a different house style. They were not fit to submit. They have been rewritten in full and the replacements appear below, marked Rewritten wherever they occur.

1. Personal scope in a departmental qualification

Every criterion took the learner's own mindset, own regulation or own relationships as its object. The level rule the other three units are written to says plainly that a Level 5 outcome taking only the learner's own tasks as its object has left Level 5 downward. As written, the two sat closer to Level 3, with no visible difference in scope from ZFF-GM-03.

2. The wrong verb band

Appraise is treated as Level 6 throughout the other units. Formulate is Level 7. Justify appeared in both and appears nowhere in the three departmental units. All three have been removed.

3. Far too thin

Eight assessment criteria each, against 25 to 30 in the other three, and against 60 hours of Total Qualification Time each. That is not a small difference in a Diploma. It changes what an assessor has to evidence and it looks inconsistent to an External Quality Assurer reading the qualification whole.

4. Some criteria were not assessable

"Assess own mindset across defined domains" names no standard against which the assessment is made, and mindset is not directly observable. ZFF-GM-03 solves the same problem at Level 3 by assessing what the learner does rather than the attitude they report holding. That is the precedent the rewrites follow.

What the rewrites changed

 Previous versionRewritten version
ZFF-GM-05Growth Mindset. Understanding mindset theory, appraising own learning behaviours, applying growth practices to a self-identified challenge. 4 outcomes, 8 criteria.Leading a Department Through a Change in Required Capability. 5 outcomes, 28 criteria.
ZFF-EI-05Emotional Intelligence. Understanding models of emotional intelligence, evaluating own self-awareness and regulation, applying empathy in a working relationship. 4 outcomes, 8 criteria.Working with the People Whose Roles Change. 5 outcomes, 27 criteria.
Effect on size60 TQT, 6 credits, 24 GLH each60 TQT, 6 credits, 24 GLH each. Unchanged

The subject matter is not lost. Mindset and emotional intelligence are what the two units build. What the learner does with them, at departmental scope, is what the units now assess. Both sit beside ZFF-AU-05 and ZFF-PJ-05, which already require consultation and a judgement about the skills a department holds.

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The five units in full.

Each unit carries its reference, level, hours, credits, guided learning hours and status, its aim, every learning outcome, every assessment criterion, and a level check that maps each descriptor clause to the criteria that answer it.

Criteria tables scroll sideways on a narrow screen.

Unit 1 · ZFF-GM-05

Leading a Department Through a Change in Required Capability

Rewritten
Level 5TQT 60Credits 6 GLH 24Status Mandatory 5 outcomes · 28 criteria

Newly rewritten · what changed and why

This unit replaces the previous ZFF-GM-05, titled Growth Mindset, which had four outcomes and eight criteria, all of them taking the learner's own mindset as their object.

  • Scope moved from personal to departmental. The object of every criterion is now the capability a department holds, the capability it will require, and the people whose expected capability changes.
  • The verb band was corrected. Appraise, formulate and justify are gone. The unit now uses the descriptor's own verbs: determine, analyse, interpret, evaluate, adapt and use.
  • Granularity was brought into line. Eight criteria became 28, matching the 25 to 30 carried by the other three units for comparable hours.
  • Every criterion is now observable. Following the ZFF-GM-03 precedent, nothing asks the learner to demonstrate that they hold a growth mindset, and nothing asks an assessor to judge an attitude. The mindset is what the unit builds. The actions are what it assesses.

TQT, credits and guided learning hours are unchanged, so the Diploma remains at 410 TQT and 41 credits.

Unit aim

This unit gives the learner the skills to lead a department through a change in what its people are expected to be good at. The emphasis is on the judgement and the leading rather than on any particular skill being built. Learners establish what capability their department currently holds and what its work will require as its processes change, determine for themselves the criteria by which options for closing the difference will be evaluated, and evaluate those options using figures from their own systems and evidence of how comparable work has gone elsewhere. They then consult the people whose expected capability changes, adapt the recommendation in the light of what those conversations establish, set out what each person is expected to do and what support is available, and evaluate what the change produced in the department's work.

Scope is departmental. Keeping the learner's own skills current is ZFF-GM-03 and is outside this unit.

A design note that is load-bearing: this unit assesses what the learner does, not the attitude anyone reports holding. Every criterion is an observable action, a stated determination, or a judgement made against evidence that can be produced. No criterion asks the learner to demonstrate a growth mindset, and no criterion asks an assessor to judge a learner's or a colleague's attitude, resilience or confidence. Those would not be assessable.

Learning outcomes and assessment criteria

LO1

The learner will: Know how a change in required capability affects the work of a department.

RefThe learner can
1.1Analyse the effects on a department's work when the capabilities its roles require change, including the effect on people whose established competence is no longer what the work requires
1.2Compare different approaches to building capability in a department, and the reasoning behind each
1.3Evaluate the reasons capability-building programmes fail to change what people do at work
1.4Identify the constraints that limit what own department can change about the capability it holds, including time, budget, role definitions, agreements and the availability of learning
1.5Evaluate the different views held within own department about the change in what its people are expected to be good at, and the reasoning given for them
LO2

The learner will: Be able to establish what capability a department holds and what it will require.

RefThe learner can
2.1Determine the method used to establish what capability the department holds and what it will require, and state the reasons for choosing it
2.2Establish the capabilities the department's roles currently require, and the work each of those capabilities supports
2.3Establish the capability the department currently holds, using the department's own records and evidence from work already carried out
2.4Determine the capability the department will require as its processes change, and state the reasons
2.5Analyse the difference between the capability held and the capability required, and identify where that difference carries most cost to the department
2.6Evaluate the reliability of the evidence obtained, and state how gaps were handled
LO3

The learner will: Be able to determine how a department's capability difference will be closed.

RefThe learner can
3.1Determine the criteria against which options for closing the difference will be evaluated, and state the reasons for them
3.2Identify the options available for closing each part of the difference, including developing the people already in post, changing how work is allocated, recruiting, redeploying, and obtaining capability from outside the department
3.3Interpret the cost and the benefit of each option, using figures from the department's own systems
3.4Use relevant investigation of comparable work, inside or outside own organisation, to inform the choice between options
3.5Identify a capability the department should not attempt to build, and evaluate the reasons
3.6Evaluate the options against the criteria determined at 3.1, and state which are recommended
LO4

The learner will: Be able to lead a department through a change in what its people are expected to be good at.

RefThe learner can
4.1Identify the people whose expected capability changes, and state how it changes for each
4.2Consult those people about the change, and record what was raised
4.3Analyse the concerns raised, and evaluate which of them alter the recommended options
4.4Adapt the recommendation in response to what the consultation established, and state what changed
4.5State, for each person whose expected capability changes, the actions they are expected to take, the support available to them and the period over which the change applies
4.6Determine how the change in the department's capability will be evidenced in the work the department produces, and state what will count as evidence
LO5

The learner will: Be able to evaluate a change in a department's capability and own method.

RefThe learner can
5.1Evaluate the change in the department's capability against the requirement determined at 2.4, using the evidence determined at 4.6
5.2Evaluate the effect of the change on the work the department produces, using figures from the department's own systems
5.3Identify where the change did not take effect, and evaluate the reasons
5.4Evaluate how effective the method determined at 2.1 and the criteria determined at 3.1 were, giving reasons
5.5Identify what would be determined differently at the next change in the department's required capability, and the reasons

5 learning outcomes, 28 assessment criteria.

Level check

Descriptor clauseAnswered by
Find ways forward in broadly defined, complex contextsLO2 and LO3. Nobody states which capabilities matter, what the department should be able to do next, or how the difference should be closed. 2.1 and 3.1 require the learner to determine the method and the criteria before any option can be evaluated
Analyse, interpret and evaluate relevant information, concepts and ideas1.1, 2.5 and 4.3 analyse; 3.3 interprets; 1.3, 1.5, 2.6, 3.5, 3.6, 5.1, 5.2, 5.3 and 5.4 evaluate
Is aware of the nature and scope of the area1.4, 2.2, 2.3. The learner establishes what the department's roles require and what its people can already do before proposing anything
Understands different perspectives, approaches or schools of thought and the reasoning behind them1.2 and 1.5. Both require the reasoning, not only the position
Determine, adapt and use appropriate methods to address broadly defined, complex problems2.1, 2.4, 3.1 and 4.6 determine; 4.4 adapts; LO3 and LO4 use
Use relevant research or development to inform actions3.4, which uses investigation of comparable work to inform the choice rather than to describe the field
Evaluate actions, methods and resultsLO5 in full, and 4.3. 5.4 evaluates the method and the criteria the learner determined rather than ones they were given

Boundary against Level 3

ZFF-GM-03 is the closest unit in the suite and the difference has to be visible in the wording. There the learner keeps their own skills current: they compare their own skills with what their own role will require, plan one piece of their own learning, and review what it changed. Here the learner establishes what a department can already do, determines what it will need, evaluates the options for closing the difference, and leads the people through the change. No criterion in this unit takes the learner's own skills as its object. Determine, analyse and interpret appear here and appear nowhere in ZFF-GM-03.

Boundary against Level 4

A Level 4 version would read: assess your team against the competency framework you have been given, and choose from the training options on the approved list, within the budget you have been set. Every one of those is a definition supplied from outside. Removing all three is what makes this Level 5. Watch 3.1 if the unit is ever edited. If the criteria for evaluating options are supplied as a competency framework or a template rather than determined by the learner, the unit becomes Level 4 and the qualification's level claim goes with it. The same applies to 2.1: supplying a skills-audit instrument drops the unit a level.

Boundary against Level 6 and above

No criterion asks the learner to critically analyse, to design research, or to evaluate implications beyond the department. 3.4 uses investigation that already exists. 5.2 evaluates the effect on the department's own work, which is scope-bounded. Two moves are above the level and are excluded: reconsidering what the department's roles are for, and changing what the organisation as a whole expects of its people. Where the recommendation genuinely requires an organisational change to proceed, the correct treatment is to record it at 1.4 as a constraint, not to widen the unit.

The xAPI evidence trail

Zavmo records the learner's work on this unit inside the platform: which outcomes and criteria they opened, what the tutor put to them, what they answered, where their reasoning was working at the analyse level the unit asks for, and the moment each outcome was recorded as met. It records nothing about the department itself. Every statement the builder produces names the outcome and the criteria it bears on, so a statement made while the learner works on LO3 carries learning_outcome_id of LO3 and assessment_criteria_addressed of 3.1 and 3.6. The assessor reads the record criterion by criterion rather than as a session log.

ZFF-GM-05 · events that would carry this unit's evidence
EventWhat it records for this unitStatus
ZAV-LRN-003
ZAV-LRN-004
Learning outcomes and assessment criteria rendered to the learner, with the timeObserved
ZAV-LRN-020
ZAV-LRN-022
Discuss phase started and completed. The tutoring dialogue that builds LO1, with its start and endObserved
ZAV-LRN-032Knowledge check answered, with the learner's response held on the statementObserved
ZAV-BLM-004Bloom evidence at the analyse level, which is the level 1.1, 2.5 and 4.3 ask forObserved
ZAV-LRN-050
ZAV-LRN-052
Learning outcome met, and the unit recorded as completeObserved
ZAV-CRT-002
ZAV-CRT-003
ZAV-CRT-004
Assessment criterion attempted, passed and failed, each carrying a criterion id and an evidence id. This is the row that matters most to an assessor, and it has never firedWired
ZAV-CRT-005Evidence submitted against a criterion, with an evidence id and an evidence typeWired
ZAV-OFQ-003
ZAV-OFQ-004
Regulated learning outcome met and assessment criterion passed, carrying the outcome id, the unit id, the criterion id and the ids of the statements offered as evidenceWired
ZAV-GM-001
to ZAV-GM-006
Growth-mindset language and setback signals. Present in the platform, and deliberately not evidence for any criterion here: the unit assesses what the learner does, never the attitude anyone reportsWired

Status as measured against the production store on 17 July 2026. What the three words mean, and what they do not.

What xAPI does not evidence in this unit

Most of LO4, and the parts of LO2, LO3 and LO5 that reach into the department, happen where there is no telemetry.

  • 2.3, 3.3 and 5.2 draw figures from the department's own records and systems. Zavmo does not hold those systems. The figures reach the portfolio as artefacts the learner submits and annotates.
  • 4.2 consults the people whose expected capability changes, and 4.5 states to each of them what they are expected to do and what support is available. Those are meetings. Witness testimony from the line manager and the recorded professional discussion carry them, as section 6 already requires.
  • 4.4 adapts the recommendation. The changed recommendation is a document. What makes it assessable is the learner's account of what changed and why, tested in discussion.
  • LO5 evaluates a change that takes effect in the department after the learning has ended. No platform event reaches it.
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Unit 2 · ZFF-EI-05

Working with the People Whose Roles Change

Rewritten
Level 5TQT 60Credits 6 GLH 24Status Mandatory 5 outcomes · 27 criteria

Newly rewritten · what changed and why

This unit replaces the previous ZFF-EI-05, titled Emotional Intelligence, which had four outcomes and eight criteria, all of them taking the learner's own self-awareness, own regulation or a single working relationship as their object.

  • Scope moved from personal to departmental. One relationship is not a department. The object of every criterion is now the whole group of people whose roles change, the people whose work depends on those roles, and the department's own work.
  • The verb band was corrected. Justify is gone, along with the assess-own-state constructions. The unit now uses the descriptor's own verbs: determine, analyse, interpret, evaluate, adapt and use.
  • Granularity was brought into line. Eight criteria became 27, matching the 25 to 30 carried by the other three units for comparable hours.
  • Every criterion is now observable. Nothing asks a learner to report their own emotional state and nothing asks an assessor to rate empathy. What is assessed is what the learner established, what they decided, what they said to whom, and what followed.
  • The people who do not want the change are now in the unit. The previous version had no criterion covering disagreement that is not resolved. 2.6, 3.2, 3.6 and 4.3 cover it directly.

TQT, credits and guided learning hours are unchanged, so the Diploma remains at 410 TQT and 41 credits.

Unit aim

This unit gives the learner the skills to work with the people whose roles change when a department automates part of its work, including the people who do not want the change. The emphasis is on what the department establishes and what it then does, rather than on any single conversation. Learners establish who is affected and what changes for each of them, determine for themselves the method by which they will find out what those people raise, and analyse what is raised to separate objections to the change itself from objections to the way it is being made. They then determine the criteria by which the department's response will be evaluated, decide which points change the department's plans and which do not, work directly with the people concerned including those who continue not to accept the change, and evaluate what the whole of it produced in the department's work.

Scope is departmental. Strengthening one working relationship is not this unit. What the organisation as a whole should do about role change is set elsewhere and is outside it.

A design note that is load-bearing: this unit assesses what the learner does, not the emotional state anyone reports holding. Every criterion is an observable action, a stated determination, or a judgement made against recorded evidence. No criterion asks the learner to demonstrate empathy, and no criterion asks an assessor to rate a learner's self-awareness or regulation. Those would not be assessable. Emotional intelligence is what the unit builds. The conduct of a real change, and its record, are what it assesses.

Learning outcomes and assessment criteria

LO1

The learner will: Know how people in a department respond when their roles change.

RefThe learner can
1.1Analyse the effects on the work of a department when the roles within it change
1.2Evaluate what is at stake for different groups of people in a department when its roles change, and the reasoning behind the positions they take
1.3Compare different approaches to working with people through a change to their roles, and the reasoning behind each
1.4Evaluate the reasons changes to roles are agreed and then not carried through in practice
1.5Identify the obligations and constraints that govern how own department may work with people whose roles change, including consultation requirements, agreements and the organisation's own procedures
LO2

The learner will: Be able to establish how a change to roles affects the people in a department.

RefThe learner can
2.1Identify the people whose roles change and state what changes for each, and identify the people whose work depends on the roles that change
2.2Determine the method used to establish what those people raise about the change, and state the reasons for choosing it
2.3Establish, using that method, what each person or group raises about the change, and record it
2.4Analyse what was raised to establish which points concern the change itself and which concern the way it is being made
2.5Interpret what was raised to establish which parts of the change are least likely to be carried through in practice, and state the reasons
2.6Evaluate the reliability of what the method established, and state how the position of people who did not take part was handled
LO3

The learner will: Be able to determine how a department will respond to people who do not accept a change.

RefThe learner can
3.1Determine the criteria against which the department's response to each point raised will be evaluated, and state the reasons for them
3.2Analyse the points raised by people who do not accept the change, and evaluate which of them are supported by evidence
3.3Determine which points will change the department's plans and which will not, and state the reasons in each case
3.4Use relevant investigation of comparable changes, inside or outside own organisation, to inform the response
3.5Adapt the department's plans in response to what the consultation established, and state what changed
3.6Determine what the department will do where a person continues not to accept the change, within the obligations and constraints identified at 1.5
LO4

The learner will: Be able to work with the people whose roles change.

RefThe learner can
4.1State to each person whose role changes what is changing, when it changes, and what is expected of them
4.2Respond to each point raised, stating what the department will do about it and the reasons
4.3Conduct a discussion with a person who does not accept the change, and record what was agreed and what was not
4.4Determine the support each person requires to carry out the changed role, and state how and when it will be provided
4.5Determine how the department will keep the people whose roles change informed while the change proceeds, and how the effect on their work will be measured
LO5

The learner will: Be able to evaluate how a department worked with the people whose roles changed.

RefThe learner can
5.1Evaluate the effect of the change on the work of the people whose roles changed, against what was determined at 4.5
5.2Evaluate the effect of the change on the department's work, using figures from the department's own systems
5.3Evaluate how far the points recorded at 2.3 changed what the department did, giving reasons
5.4Evaluate how effective the method determined at 2.2 and the criteria determined at 3.1 were, giving reasons
5.5Identify what would be determined differently at the next change to the department's roles, and the reasons

5 learning outcomes, 27 assessment criteria.

Level check

Descriptor clauseAnswered by
Find ways forward in broadly defined, complex contextsLO2 and LO3. Nobody tells the learner how to find out what people think, what counts as a point worth acting on, or where the line falls between changing the plan and holding it. 2.2, 3.1 and 3.3 require the learner to determine all three
Analyse, interpret and evaluate relevant information, concepts and ideas1.1, 2.4 and 3.2 analyse; 2.5 interprets; 1.2, 1.4, 2.6, 3.2, 5.1, 5.2, 5.3 and 5.4 evaluate. 2.3 to 2.5 run the descriptor's verbs in its own order across a single body of recorded evidence
Is aware of the nature and scope of the area1.5, 2.1, 2.3. The learner establishes who is affected, who depends on them, and what the department is obliged to do, before deciding anything
Understands different perspectives, approaches or schools of thought and the reasoning behind them1.2 and 1.3, and 2.4. 2.4 makes the learner separate the objection to the change from the objection to how it is being made, which are different positions with different reasoning
Determine, adapt and use appropriate methods to address broadly defined, complex problems2.2, 3.1, 3.3, 3.6, 4.4 and 4.5 determine; 3.5 adapts; LO2 and LO4 use
Use relevant research or development to inform actions3.4, which uses investigation of comparable changes to inform the response rather than to describe the field
Evaluate actions, methods and resultsLO5 in full, and 3.2. 5.4 evaluates the method and the criteria the learner determined rather than ones they were given

Boundary against Level 3

The previous version of this unit assessed the learner's own self-awareness and the effect of their practices on one working relationship. That is personal scope and it sat at or below Level 3. Nothing of that kind survives. Here the object is every person whose role changes, the people whose work depends on those roles, and the department's own output. The learner determines the method, sets the criteria, decides which objections move the plan, and answers for the result.

Boundary against Level 4

A Level 4 version would supply the list of people to consult, a briefing script to work from, and a decision already taken about which objections may be conceded. 2.2, 3.1 and 3.3 exist specifically to remove all three. Watch 3.1 and 3.3 if the unit is ever edited. A change-management template that fixes what counts as an acceptable response defines the problem for the learner and drops the unit a level. Supplying a template is exactly the kind of helpfulness a delivery team adds later without realising what it costs.

Boundary against Level 6 and above

No criterion asks the learner to critically analyse, to design research, or to evaluate implications beyond the department. 3.4 uses investigation that already exists. 5.2 evaluates the effect on the department's own work. Two moves are above the level and are excluded: reconsidering what the department's roles are for, and changing how the organisation as a whole handles role change. Where the response genuinely requires either, the correct treatment is to record it at 1.5 as a constraint the department is working within, not to widen the unit.

The xAPI evidence trail

The gap is widest in this unit and it should be said first. What Zavmo records is the preparation and the practice: the dialogue that builds LO1, the role-play or case study the tutor put in front of the learner, the questions the learner asked rather than answered. What it cannot record is the conversation at 4.3 with a colleague who does not accept the change, which is the unit's hardest criterion and its most important one.

ZFF-EI-05 · events that would carry this unit's evidence
EventWhat it records for this unitStatus
ZAV-CHA-001
ZAV-CHA-002
ZAV-CHA-004
Which teaching character worked with the learner, and when it took and left the floorObserved
ZAV-LRN-020
ZAV-LRN-022
Discuss phase started and completed, across the dialogue that builds LO1Observed
ZAV-ENG-006A question the learner asked unpromptedObserved
ZAV-LRN-061A role-play or case study was put in front of the learner mid-lessonObserved
ZAV-LRN-062
ZAV-LRN-063
Learning modality attempted and completed. The platform records that a role-play was shown. It does not yet record that it was attempted or finishedCatalogued
ZAV-CNV-001
to ZAV-CNV-005
Grice quantity, quality, relation and manner scores, and a communication satisfaction measure, on the learner's exchanges with the tutor. Not a measure of how the learner spoke to a colleagueWired
ZAV-CRT-002
ZAV-CRT-003
Assessment criterion attempted and passed, with a criterion id and an evidence idWired
ZAV-OFQ-003
ZAV-OFQ-004
Regulated learning outcome met and assessment criterion passedWired
ZAV-MP-006A written or spoken reflection, held with the prompt that produced itWired

Status as measured against the production store on 17 July 2026. What the three words mean, and what they do not.

What xAPI does not evidence in this unit

  • The whole of LO4. 4.1 states to each person what is changing. 4.2 responds to each point raised. 4.3 conducts a discussion with a person who does not accept the change and records what was agreed and what was not. 4.4 and 4.5 follow from those. Every one happens with a colleague, in the learner's workplace.
  • 2.3 establishes what each person or group raises about the change. That is a consultation record, not telemetry.
  • All of it needs witness testimony and recorded professional discussion. That is not a shortfall to apologise for. It is what a Level 5 people-facing unit is, and an assessor would rightly distrust a specification that claimed otherwise.
  • The dialogue-quality signals above describe conversations with an AI tutor. Offering them as evidence of how a learner handled a colleague would be a category error, and none of the criteria proposes it.
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Unit 3 · ZFF-AU-05

Planning Automation Across a Department

Unchanged
Level 5TQT 80Credits 8 GLH 46Status Mandatory 5 outcomes · 26 criteria

Unit aim

This unit gives the learner the skills to work out what in a department's work could be automated, what should not be, and what it would cost to find out. The emphasis is on the judgement rather than the tooling. Learners establish what their department actually does and where its effort goes, determine for themselves the criteria a candidate process has to meet, analyse individual processes against those criteria using figures from their own systems, and test that evaluation against how comparable work has gone elsewhere. They then consult the people whose work would change, adapt the evaluation in the light of what those conversations establish, and put a recommendation to whoever would decide.

Scope is departmental. The unit stops at a recommendation on a set of candidate processes. Turning that into a sequenced, resourced annual plan is ZFF-PJ-05.

Learning outcomes and assessment criteria

LO1

The learner will: Know how automation changes the work of a department.

RefThe learner can
1.1Analyse the effects that introducing automation has on the work of the people in a department
1.2Compare different approaches to introducing automation into a department, and the reasoning behind each
1.3Evaluate the reasons automation programmes fail to deliver what was expected of them
1.4Identify the constraints that limit what own department can automate, including systems, contracts, permissions and skills
1.5Evaluate the different views held within own department about automation, and the reasoning given for them
LO2

The learner will: Be able to establish what a department does and where its effort goes.

RefThe learner can
2.1Map the processes carried out by own department, showing inputs, outputs and the people involved
2.2Determine the method used to establish where the department's effort goes, and state the reasons for choosing it
2.3Establish the volume and the time cost of the department's main processes from the department's own systems
2.4Identify the processes that other teams depend on, and what they depend on them for
2.5Evaluate the reliability of the figures obtained, and state how gaps were handled
LO3

The learner will: Be able to evaluate processes in a department as candidates for automation.

RefThe learner can
3.1Determine the criteria against which candidate processes will be evaluated, and state the reasons for them
3.2Analyse a candidate process to establish which parts could be automated and which could not
3.3Interpret the costs and the benefits of automating a candidate process, using figures from the department's own systems
3.4Use relevant investigation of comparable work, inside or outside own organisation, to inform the evaluation
3.5Identify a process that should not be automated, and evaluate the reasons
3.6Evaluate the candidate processes against the criteria determined at 3.1, and state which are recommended
LO4

The learner will: Be able to work with the people whose work automation would change.

RefThe learner can
4.1Identify the people whose work would change, and how it would change for each
4.2Consult those people about the proposed change, and record what was raised
4.3Analyse the concerns raised, and evaluate which of them alter the evaluation
4.4Adapt the evaluation in response to what the consultation established, and state what changed
4.5Evaluate the skills the department would need that it does not currently hold
LO5

The learner will: Be able to recommend a course of action and evaluate own method.

RefThe learner can
5.1State the checks, the fallbacks and the points of human decision for each recommended process
5.2Evaluate the risks the recommendation carries for the department, and what would be done about each
5.3Present the recommendation, with the evidence, to the person who would decide
5.4Evaluate how effective the method determined at 2.2 and the criteria determined at 3.1 were, giving reasons
5.5Identify what would be determined differently in a further evaluation, and the reasons

5 learning outcomes, 26 assessment criteria.

Level check

Descriptor clauseAnswered by
Find ways forward in broadly defined, complex contextsLO2, LO3. Nobody states which processes to look at or what would make one worth automating. 2.2 and 3.1 require the learner to determine both before any evaluation can start
Analyse, interpret and evaluate1.1, 3.2, 4.3 analyse; 3.3 interpret; 1.3, 1.5, 3.5, 3.6, 4.5, 5.2 evaluate
Aware of the nature and scope of the area1.4, 2.1, 2.4
Understands different perspectives and the reasoning behind them1.2 and 1.5. Both require the reasoning, not only the position
Determine, adapt and use appropriate methods2.2, 3.1 determine; 4.4 adapt; LO2 and LO3 use
Use relevant research or development to inform actions3.4
Evaluate actions, methods and resultsLO5, and 4.3. 5.4 evaluates the method the learner determined rather than one they were given

Boundary against Level 4

A Level 4 version would read: evaluate the three processes your director has identified, against the business case template, within the budget you have been given. Every one of those is a definition supplied from outside. Removing all three is what makes this Level 5. Watch 3.1 if the unit is ever edited. If the criteria are supplied as a template rather than determined by the learner, the unit becomes Level 4 and the qualification's level claim goes with it.

Boundary against Level 6

No criterion asks the learner to critically analyse or to design research. 3.4 uses investigation that already exists. 5.2 evaluates risks to the department, which is scope-bounded.

The xAPI evidence trail

The evidence divides cleanly across this unit's 80 hours. LO1 is knowledge, and the platform records the dialogue that builds it. LO2, LO3 and LO5 produce artefacts, and the platform records their submission and the criteria they were submitted against. LO4 and 5.3 are meetings, and the platform records nothing at all.

ZFF-AU-05 · events that would carry this unit's evidence
EventWhat it records for this unitStatus
ZAV-LRN-001The unit opened, with the timeObserved
ZAV-LRN-004The assessment criteria rendered to the learnerObserved
ZAV-LRN-031
ZAV-LRN-032
Content delivered against LO1, and the in-line checks answeredObserved
ZAV-BLM-013Bloom level reached at analyse, which is the threshold 3.2 works atObserved
ZAV-LRN-052The unit recorded as completeObserved
ZAV-LRN-041
ZAV-LRN-042
ZAV-LRN-043
Demonstration submitted and validated, and the Demonstrate phase completed. The route by which the process map and the evaluation reach the portfolioWired
ZAV-CRT-005
ZAV-CRT-006
Evidence submitted, and evidence validated with the checking agent named and its stated reason heldWired
ZAV-CRT-002
ZAV-CRT-003
ZAV-CRT-004
Assessment criterion attempted, passed and failedWired
ZAV-OFQ-002
ZAV-OFQ-005
Regulated unit attempted and completed, against the unit idWired

Status as measured against the production store on 17 July 2026. What the three words mean, and what they do not.

What xAPI does not evidence in this unit

  • 2.1 maps the department's processes and 2.3 takes volume and time cost from the department's own systems. Those systems are not Zavmo's and never will be.
  • The whole of LO4. 4.2 consults the people whose work would change and records what was raised. The consultation record is the evidence, and it is made outside the platform.
  • 5.3 presents the recommendation, with the evidence, to the person who would decide. A presentation to a real decision maker leaves no trace in the platform. Witness testimony and the recorded professional discussion carry it.
  • ZAV-LRN-042 and ZAV-CRT-006 name a validating agent. That records that a check ran and what it said. It is not an assessment decision, and it does not become one by being time-stamped.
Back to the unit index
Unit 4 · ZFF-DA-05

Using Data to Direct a Department's Priorities

Unchanged
Level 5TQT 70Credits 7 GLH 40Status Mandatory 5 outcomes · 25 criteria

Unit aim

This unit gives the learner the skills to use the data their department already produces to decide where its effort should go. The emphasis is on the direction rather than the arithmetic. Learners establish what their department's measures actually count, what behaviour each one encourages in the people it reports on, and what they leave out. They then determine a question about the department's priorities that data could help settle, determine the method for answering it, analyse what the data indicates, and test that reading against an alternative one and against how comparable work behaves elsewhere.

Scope is departmental. The learner directs the priorities of a function, which includes changing what that function measures. What the department exists to achieve is set elsewhere and is outside this unit. The unit assumes no specialist statistical training and none is required to meet the criteria.

Learning outcomes and assessment criteria

LO1

The learner will: Know what a department's measures show and what they drive.

RefThe learner can
1.1Analyse what the measures reported by own department actually count, and over what period
1.2Analyse the behaviour each measure encourages in the people whose work it reports on
1.3Evaluate what own department's current measures leave out
1.4Compare different approaches to measuring work of this kind, and the reasoning behind each
1.5Evaluate the different views held within own department about what its measures show, and the reasoning given for them
LO2

The learner will: Be able to determine a question about a department's priorities that data could help settle.

RefThe learner can
2.1State the question about own department's priorities that the work will address, and the reasons for selecting it
2.2Determine the data that bears on the question, and state the reasons for the selection
2.3Identify data that was available but set aside, and evaluate the effect of setting it aside
2.4Determine the method to be used to work with the data, and state the reasons for choosing it
2.5Evaluate the quality of the data obtained, and state how gaps and errors were handled
LO3

The learner will: Be able to analyse a department's data and interpret what it indicates.

RefThe learner can
3.1Analyse the selected data in relation to the question
3.2Interpret what the analysis indicates about where the department's effort is going
3.3Identify an interpretation the same data would also support, and evaluate which of the two it better supports
3.4Use relevant investigation, inside or outside own organisation, to test whether the interpretation holds
3.5Evaluate the limits of what the data can show, and what would be needed to settle the question
3.6Identify where an AI or automated tool was used in the analysis, and evaluate what was checked and why
LO4

The learner will: Be able to direct a department's priorities from what data indicates.

RefThe learner can
4.1Determine the changes to the department's priorities that follow from the interpretation
4.2Evaluate what the department would stop or reduce in order to make the changes possible
4.3Consult the people whose work the changes would affect, and record what was raised
4.4Adapt the proposed changes in response to what the consultation established, and state what changed
4.5Present the proposed priorities, with the evidence, to the person who decides them, and respond to challenge
4.6State how the effect of the changes will be measured, and over what period
LO5

The learner will: Be able to evaluate the effect of directing priorities from data.

RefThe learner can
5.1Evaluate the effect of the changed priorities against what was stated at 4.6, using evidence
5.2Evaluate how effective the method determined at 2.4 was, giving reasons
5.3Identify what would be determined differently next time, and the reasons

5 learning outcomes, 25 assessment criteria.

Level check

Descriptor clauseAnswered by
Find ways forward in broadly defined, complex contextsLO2. The question is not supplied. 2.1 requires the learner to state it and give reasons, 2.4 to determine how it will be answered
Analyse, interpret and evaluate1.1, 1.2, 3.1 analyse; 3.2 interpret; 1.3, 1.5, 2.3, 2.5, 3.3, 3.5, 3.6, 4.2 evaluate. 3.1 to 3.3 run the three verbs in the descriptor's own order across a single body of data
Aware of the nature and scope of the area1.1, 1.3, 3.5
Understands different perspectives and the reasoning behind them1.4 and 1.5, and 3.3. 3.3 makes the learner hold two readings of the same data at once and choose between them on evidence
Determine, adapt and use appropriate methods2.2, 2.4, 4.1 determine; 4.4 adapt; LO3 use
Use relevant research or development to inform actions3.4
Evaluate actions, methods and resultsLO5

Boundary against Level 3

ZFF-DA-03 is the closest unit in the suite and the difference has to be visible in the wording. In ZFF-DA-03 the learner states a question about their own work and recommends to the person who decides. Here the learner determines a question about a department's priorities, determines the method, changes what the department measures, and consults the people affected. Analyse and determine appear here and appear nowhere in ZFF-DA-03.

Boundary against Level 4

A Level 4 version would supply the question and the reporting pack. 2.1 and 2.4 exist specifically to remove both.

Boundary against Level 6

Nothing asks the learner to critically analyse or to design research, to evaluate implications beyond the department, or to reconsider what the department is measuring for, which is the Level 7 move.

The xAPI evidence trail

The analysis in this unit happens in the learner's own tools, on their department's own data. Zavmo records the learning around it, and the submission of what came out of it, not the analysis itself.

ZFF-DA-05 · events that would carry this unit's evidence
EventWhat it records for this unitStatus
ZAV-LRN-003
ZAV-LRN-004
Learning outcomes and assessment criteria rendered to the learnerObserved
ZAV-LRN-030
ZAV-LRN-033
Deliver phase started and completed, across the teaching that builds LO1Observed
ZAV-BLM-004
ZAV-BLM-020
Analyse-level evidence, and a recorded drop back to a lower levelObserved
ZAV-COG-003
ZAV-COG-004
Where the learner found the work hard or easy. Delivery information for the tutor, and not evidence for any criterionObserved
ZAV-CRT-005Evidence submitted against a criterionWired
ZAV-CRT-002
ZAV-CRT-003
Assessment criterion attempted and passedWired
ZAV-OFQ-003
ZAV-OFQ-004
Regulated learning outcome met and assessment criterion passedWired
ZAV-LRN-051Bloom level advanced. Defined in the registry, with no emit call site in codeCatalogued

Status as measured against the production store on 17 July 2026. What the three words mean, and what they do not.

What xAPI does not evidence in this unit

  • 1.1 to 1.3 rest on the measures the department actually reports. Those are the department's, not the platform's.
  • 3.1 to 3.5 are analysis carried out in the learner's own tools. Only the output reaches the platform, as a submitted artefact.
  • 3.6 is the criterion a reviewer will most expect telemetry to answer, and it does not. 3.6 asks where an AI or automated tool was used in the analysis and what was checked. Zavmo records AI use inside Zavmo. It records nothing about a model the learner used at their own desk. 3.6 rests on the learner's declaration and on the professional discussion, both of which section 6 already makes mandatory.
  • 4.3 consults the people affected. 4.5 presents the proposed priorities to the person who decides them and responds to challenge. Neither touches the platform.
  • LO5 evaluates an effect that lands after the unit has ended.
Back to the unit index
Unit 5 · ZFF-PJ-05

Applied Project: Annual Automation Plan for Own Department

Unchanged
Level 5TQT 140Credits 14 GLH 10Status Mandatory 5 outcomes · 30 criteria

Unit aim

This unit is the applied project that carries the Diploma to its size, and it is the qualification's anchor. Over a period long enough for the department's own year to be visible in the figures, the learner maps what their department actually does, determines which processes are candidates for automation and which are not, costs the options with real numbers from real systems, consults the people whose work would change, sequences the work across a year, builds in the checks and the fallbacks, and presents the plan to whoever signs departmental plans off.

The deliverable is stated in the brief. Almost nothing else is: not which processes, not what counts as a benefit, not what a good sequence looks like, not whose agreement is needed, and not whether the answer is to automate much or little.

Delivery note. The 140 hours are almost entirely the learner's own work, carried out in their job. A departmental planning project run across a year generates continuous, time-stamped, real-work evidence. That is normally the hardest thing to produce for a qualification at this level, and the most expensive for a conventional provider to assess.

Learning outcomes and assessment criteria

LO1

The learner will: Be able to establish what own department does and what it costs.

RefThe learner can
1.1Determine the boundary of the department the plan will cover, and state the reasons for it
1.2Map the processes the department carries out across a year, including those that occur only occasionally
1.3Establish the volume, the time and the cost of each main process from the department's own systems
1.4Determine the method used to establish those figures, and state the reasons for choosing it
1.5Evaluate the reliability of the figures, and state how gaps and disputed figures were handled
1.6Identify the obligations and commitments the department must continue to meet whatever the plan changes
LO2

The learner will: Be able to analyse which of a department's processes are candidates for automation.

RefThe learner can
2.1Determine the criteria by which candidate processes will be selected, and state the reasons for them
2.2Analyse each main process against those criteria
2.3Interpret the cost and the benefit of automating each candidate, using the department's own figures
2.4Use relevant investigation of comparable work to inform the evaluation, and state what it established
2.5Identify the processes that should not be automated, and evaluate the reasons for each
2.6Evaluate the candidates against one another and state the order in which they are recommended
LO3

The learner will: Be able to consult the people whose work a plan would change.

RefThe learner can
3.1Identify the people whose work each recommended change would affect, and how it would affect them
3.2Consult those people, and record what was raised
3.3Analyse the concerns raised, and evaluate which of them change the plan
3.4Adapt the plan in response, and state what changed and the reasons
3.5Evaluate the skills the department will need that it does not currently hold, and state how they will be obtained
LO4

The learner will: Be able to produce a sequenced annual plan with checks and fallbacks.

RefThe learner can
4.1Sequence the recommended changes across the year, and state the reasons for the order
4.2Identify the dependencies between the changes, and between the changes and work outside the department
4.3State the resources each change requires, and when they are required
4.4State the checks that will be carried out on each change, by whom, and at what point
4.5State the fallback for each change, and the point at which the fallback would be used
4.6Evaluate the risks the plan carries for the department, and state what would be done about each
4.7Determine how the effect of each change will be measured, and against what starting figure
LO5

The learner will: Be able to present a departmental plan and evaluate own method.

RefThe learner can
5.1Present the plan to the person who signs off the department's plans, in a form suited to that decision
5.2Respond to challenge on the plan's figures, its sequence and its risks
5.3Record the decision taken and any conditions attached to it
5.4Evaluate how effective the method determined at 1.4 and the criteria determined at 2.1 were, giving reasons
5.5Evaluate how far the consultation changed the plan, giving reasons
5.6Identify what would be determined differently in the next annual plan, and the reasons

5 learning outcomes, 30 assessment criteria.

Level check

This is the unit most likely to be challenged on level, in both directions. The challenge from below is that a stated deliverable makes the problem well defined. The challenge from above is that an annual plan for a department sounds strategic. Both are answered here rather than left to a review.

Descriptor clauseAnswered by
Find ways forward in broadly defined, complex contextsLO1, LO2. See the paragraph below on what is and is not given
Analyse, interpret and evaluate2.2, 3.3 analyse; 2.3 interpret; 1.5, 2.5, 2.6, 3.5, 4.6 evaluate
Aware of the nature and scope of the area1.1, 1.2, 1.6, 4.2
Understands different perspectives and the reasoning behind them3.2, 3.3. Carried mainly by ZFF-AU-05 1.2 and 1.5, which precede this unit
Determine, adapt and use appropriate methods1.1, 1.4, 2.1, 4.7 determine; 3.4 adapt; LO2 and LO4 use. Four determinations, each of which would be supplied at Level 4
Use relevant research or development to inform actions2.4, with a requirement to state what it established rather than merely that it was done
Evaluate actions, methods and resultsLO5, and 4.6

What is given, and what is not

The brief names the deliverable: an annual automation plan for your department. That is the whole of what is stated. It does not name the processes, the criteria, the method, the measure of benefit, the people who must agree, the shape of the year, or the answer. Two competent learners in the same department would produce different plans and both could be sound. That is the descriptor's broadly defined, and it is why the same brief at Level 3 is not the same kind of brief at all. There the object was named and only the instance was chosen.

What would push it to Level 4

Supplying the criteria at 2.1, supplying the process list at 1.2, or supplying a business case template that fixes what counts as a benefit. Any one defines the problem for the learner and drops the unit a level. The assessment guidance says so, because supplying a template is exactly the kind of helpfulness a delivery team adds later without realising what it costs.

What would push it to Level 7

Both exclusions are explicit. First, reframing what the department is for. Second, producing a plan that changes how the organisation as a whole operates. A learner who produces either has produced work above the level, and the criterion is still not met. Assessors find this counter-intuitive and need telling. Where a plan genuinely requires an organisational change to proceed, the correct treatment is to record it at 4.2 as a dependency outside the department, not to widen the plan.

Not Level 6

Nothing asks the learner to critically analyse, to design research, or to evaluate implications. 4.2 identifies dependencies. It does not place the learner in a context where many factors interact and none can be held constant.

The xAPI evidence trail

This is where the record earns its place. A hundred and forty hours across a department's own year is the hardest evidence to assemble at this level and the most expensive to assess, because an assessor normally meets it as a finished plan and has to reconstruct months of work from it. The platform's record does not remove that problem, but it changes what the assessor starts from. Every statement carries two times, the moment the thing happened and the moment it was stored, so the order of the work is read rather than inferred. Statements are written by the Zavmo backend and never by the learner's browser, so a learner cannot post their own. The store is a single table inside Zavmo's own service: there is no external learning record store and nothing is mirrored anywhere else.

ZFF-PJ-05 · events that would carry this unit's evidence
EventWhat it records for this unitStatus
ZAV-LRN-001The project opened, with the timeObserved
ZAV-ENG-001Session duration, session by session across the yearObserved
ZAV-MP-001
ZAV-MP-003
The learner returned to their own earlier work, and which part of itObserved
ZAV-LRN-050
ZAV-LRN-052
Learning outcome met, and the unit recorded as completeObserved
ZAV-MP-006A reflection written or spoken against a named prompt. The route by which the review criteria at 5.4 to 5.6 reach the portfolioWired
ZAV-CRT-005
ZAV-CRT-006
Evidence submitted, and evidence validated with the checking agent and its reason heldWired
ZAV-CRT-002
ZAV-CRT-003
ZAV-CRT-004
Assessment criterion attempted, passed and failed, across 30 criteriaWired
ZAV-OFQ-005
ZAV-OFQ-006
Regulated unit completed, and regulated qualification completedWired
ZAV-LRN-054Where a year-long project stopped, and whenWired
ZAV-CRT-010Certificate generated. Defined in the registry, with no emit call site in codeCatalogued

Status as measured against the production store on 17 July 2026. What the three words mean, and what they do not.

What xAPI does not evidence in this unit

  • The plan itself. It is a document produced in the learner's workplace, in the learner's own tools. Every criterion in LO4, from the sequence at 4.1 to the fallbacks at 4.5, is a property of that document and is assessed by reading it.
  • The whole of LO3. 3.1 to 3.5 consult a department, over a year, about work that would change. Witness testimony and the consultation record carry it.
  • 5.1 presents the plan to the person who signs departmental plans off, 5.2 responds to challenge on it, and 5.3 records the decision and any conditions attached. None of the three touches the platform.
  • 1.3 takes volume, time and cost from the department's own systems.

What the record does contribute here is continuity: when the learner worked, in what order, what they went back to, and where they revised. That bears on authentication of the portfolio, which is what a 140-hour project assessed at distance is most often challenged on. It does not replace the recorded professional discussion, and section 6 makes that discussion mandatory for exactly this reason.

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Assessment and quality assurance.

The same model applies to every unit at both levels.

1

Portfolio of evidence from real work

Assessment is by portfolio drawn from work the learner is already responsible for, gathered over the period of the unit. There is no examination.

2

The AI teaches. A human assessor decides.

Zavmo's AI tutors deliver the learning and prompt the learner to produce and submit evidence. The AI does not make the assessment decision. Every decision on every criterion is made by a named, occupationally competent, appropriately qualified human assessor, internally verified by a qualified IQA against a sampling plan, and sampled by the awarding organisation's External Quality Assurer.

3

How evidence is captured

Learner activity in the platform is captured as xAPI statements and assembled into the portfolio: the tasks they selected, the instruction sets they wrote and rewrote, the outputs the tool returned, the checks they ran, the amendments they made and the reasons they gave. This gives the assessor a time-stamped record of the learner's process rather than only a finished artefact. The xAPI record is evidence presented to the assessor. It is not an assessment decision. Section 7 sets out which events actually fire today, which are only wired, and what the record does not reach.

4

Professional discussion is mandatory

At least one recorded professional discussion per unit, conducted by the qualified assessor. This is the primary control for authenticating the learner at distance and confirming the portfolio is their own work.

5

Declared AI use

Learners are expected to use AI in producing evidence, because that is the subject of the qualification. All AI use in evidence must be declared. The assessment decision rests on the learner's judgement about the AI output, not on the polish of the output itself, and that judgement is confirmed in live discussion.

6

Suggested evidence

Records of professional discussion and oral questioning for the knowledge outcomes. Product evidence, annotated by the learner, for the skills outcomes. Witness testimony from a line manager where a criterion turns on something that happened in real work. Reflective accounts for the review outcomes. These are suggestions and centres could use other evidence, provided the criteria are covered and the evidence can be internally and externally verified.

7

Real-work grounding

The tasks used must be tasks the learner is already responsible for. Simulated tasks should only be used where a learner's role genuinely offers no suitable real task, and the reason must be recorded.

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The evidence trail.

Zavmo writes every learner action as an xAPI statement. For a qualification assessed from real work carried out over months, that record is the difference between an assessor reading a finished artefact and an assessor reading how it was made. This section sets out what the record holds, how a statement reaches an individual assessment criterion, and, at equal length, what it does not hold.

No learner has yet been registered against this Diploma, so none of the events named on this page has fired for it. What follows describes a mechanism and its measured state on 17 July 2026. It is not a record that already exists for this qualification and it should not be read as one.

One store, written from the back end

Statements use the xAPI vocabulary of actor, verb, object, context and result. There is no external learning record store. Every statement is a row in a single Postgres table inside Zavmo's own service, and nothing is mirrored anywhere else. Statements are written by the back end and never by the learner's browser, because a statement posted by a learner is a statement a learner controls. Each row carries two times: when the thing happened, and when it was stored.

How a statement reaches an assessment criterion

This is the part that matters for a regulated qualification, and it is a property of the code rather than an intention. The statement builder's build_statement takes learning_outcome_id and assessment_criteria as required arguments, alongside learning_objective_id. A statement that cannot name the outcome and the criteria it bears on does not get built. Ten extensions are mandatory on every statement. Three of them are the triangulation an awarding organisation would ask about.

The mandatory extensions carried by every statement
ExtensionWhat it carries
learning_objective_idThe objective the activity was taught against
learning_outcome_idThe learning outcome the statement bears on, for example LO3
assessment_criteria_addressedThe criteria the statement bears on, as a list, for example 3.1 and 3.6
virtual_team_memberWhich teaching character was working with the learner
4d_phaseDiscover, Discuss, Deliver or Demonstrate
bloom_levelremember, understand, apply, analyse, evaluate or create
kirkpatrick_level1 to 4
growth_mindset_indicator
mindset_language_used
dweck_feedback_type
Mindset signals. Recorded, and not offered as evidence against any criterion in this Diploma. The units assess what the learner does

An assessor therefore reads the record filtered to one criterion at a time rather than as a session log. Two families carry criterion-level attribution directly: ZAV-CRT-002, ZAV-CRT-003 and ZAV-CRT-004, which hold a criterion id and an evidence id for a criterion attempted, passed or failed; and the ZAV-OFQ family, which holds the regulated outcome id, unit id and criterion id together with the ids of the statements offered as evidence for them.

Three words, used strictly

Every event named on this page carries one of three statuses. They mean different things, and treating them as interchangeable is how a specification gets caught.

Observed

Seen firing in the production store. This is the only status that means a record of this kind already exists.

Wired

A live emit call site exists in the code, confirmed by a static analysis that the build re-runs and fails on if it drifts. The event has not been seen firing.

Catalogued

Defined in the event registry with no emit call site. Named here so a reviewer sees the whole shape. Not evidence of anything.

Measured against the production store on 17 July 2026
 EventsWhat the number is
Catalogued217Event types defined in the registry
Wired187Of those, the ones with a live emit call site in code
Observed67Of those, the ones seen firing in production
Never fired150Catalogued events with no production sighting at all

What the record does not yet do

What xAPI never evidences, at any status

At Level 5 a large share of the work happens in meetings, in consultation with people, and in documents produced in the learner's own workplace. No amount of wiring reaches any of it.

Saying this plainly is the point rather than a concession. A record that claims more than it holds fails the first time an External Quality Assurer samples against it, and it takes the credible parts down with it.

What does not move

Section 6 states it and this section does not change it. The AI teaches. A human assessor decides. The xAPI record is evidence presented to a named, occupationally competent assessor, and it is never an assessment decision. Where a statement records that a validating agent checked a submission, what is recorded is that a check ran and what it said. The decision on the criterion is still the assessor's, is internally verified, and is sampled by the awarding organisation.

Where these statuses come from

Every status on this page is derived from Zavmo's own engineering records rather than stated from memory: the emission audit, regenerated by a static analysis of the code, which fails the build if the recorded status drifts from what the code does; the production observation snapshot, taken read-only against the production store on 17 July 2026; and the vendored event registry, which is hash-guarded against its upstream copy. Any of the three can be re-run.

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Assessor-readiness pass: findings for decision.

All five units and all 136 criteria were read against four tests: is the criterion observable and measurable, is it at level, is it consistent with the unit's own rules, and can it be assessed in practice. One contradiction has been resolved in the wording. Everything else is flagged for the assessor of record to decide, not silently rewritten.

1
Changed in this pass

Appraise removed from ZFF-AU-05 and ZFF-PJ-05. Meaning unchanged.

The level rule lists appraise as a Level 6 verb deliberately absent throughout, and ZFF-AU-05 then used it in its LO3 stem and at 3.1, 3.4, 4.3, 4.4 and 5.5. ZFF-PJ-05 2.4 used appraisal as well, which the earlier note did not record. The unit contradicted the rule its own level claim rests on.

The judgement. None of it requires Level 6 thinking. Every one of those criteria is weighing candidate processes against criteria the learner set for themselves at 3.1, which is precisely the descriptor's evaluate. ZFF-AU-05 3.6 already used evaluate for the same operation, so the unit was running two words for one act. ZFF-GM-05 3.1, written later, uses evaluated in the identical construction. Changing the word brings the two units into line and moves nothing. No criterion was widened, narrowed or shifted to a different verb band.

Every change made, before and after
WhereBeforeAfter
AU-05 LO3Be able to appraise processes in a department as candidates for automation.Be able to evaluate processes in a department as candidates for automation.
AU-05 3.1Determine the criteria against which candidate processes will be appraised, and state the reasons for themDetermine the criteria against which candidate processes will be evaluated, and state the reasons for them
AU-05 3.4Use relevant investigation of comparable work, inside or outside own organisation, to inform the appraisalUse relevant investigation of comparable work, inside or outside own organisation, to inform the evaluation
AU-05 4.3Analyse the concerns raised, and evaluate which of them alter the appraisalAnalyse the concerns raised, and evaluate which of them alter the evaluation
AU-05 4.4Adapt the appraisal in response to what the consultation established, and state what changedAdapt the evaluation in response to what the consultation established, and state what changed
AU-05 5.5Identify what would be determined differently in a further appraisal, and the reasonsIdentify what would be determined differently in a further evaluation, and the reasons
PJ-05 2.4Use relevant investigation of comparable work to inform the appraisal, and state what it establishedUse relevant investigation of comparable work to inform the evaluation, and state what it established
AU-05 proseUnit aim: test the appraisal against how comparable work has gone elsewhere; adapt the appraisal in the light of those conversations. Level check: before any appraisal can start. Level 4 boundary: appraise the three processes your director has identifiedThe same sentences with evaluation and evaluate. No other word altered
Section 3The flagged exception, reproduced and left for a reviewer's viewReplaced by a note recording the change and the reasoning

The word survives in three places on this page, all deliberate. Twice in the statement of the rule itself at section 3 and section 4, where it names the verb being excluded. Once at section 4 in the description of the withdrawn ZFF-GM-05, where it records what the previous wording said and must not be edited to say something else. It appears in no assessment criterion in any unit.

2
For decision · assessable in practice

Three units ask the learner to evaluate an effect that has not had time to happen

ZFF-GM-05 LO5, ZFF-EI-05 LO5 and ZFF-DA-05 LO5 each evaluate the effect of a change against a measure the learner set earlier in the same unit. ZFF-GM-05 and ZFF-EI-05 carry 60 hours of TQT, ZFF-DA-05 carries 70, and nothing in the specification states the elapsed calendar time those hours are spread across. ZFF-PJ-05, which has 140 hours and an explicit year, requires no effect evaluation at all. The three smaller units carry the harder practical burden and the largest unit carries none of it.

Recommendation. State a minimum elapsed period for each of the three units in the assessment guidance, or reword their LO5 criteria to accept early effect with its limits stated. Do not reduce the criteria: evaluating what a change produced is the descriptor clause those outcomes exist to answer.

3
For decision · assessable in practice

ZFF-EI-05 4.3 depends on a person existing who does not accept the change

4.3 reads: conduct a discussion with a person who does not accept the change, and record what was agreed and what was not. It is a good criterion and it is the hardest thing in the unit. If nobody in the learner's department objects, a competent learner cannot meet it through no fault of their own, and neither can the assessor make a decision on it.

Recommendation. Add a stated fallback: a discussion with a person who raised a point the department did not accept, or a simulated discussion with the reason recorded, consistent with section 6 item 7. The fallback belongs in the assessment guidance rather than in the criterion.

4
For decision · internal consistency

ZFF-EI-05 3.5 refers to a consultation the unit never names

3.5 reads: adapt the department's plans in response to what the consultation established. ZFF-GM-05 4.4 uses the same phrase and is safe, because 4.2 above it says "Consult those people". In ZFF-EI-05 the method is determined at 2.2 and used at 2.3, and neither uses the word. An assessor looking for the consultation will not find one.

Recommendation. 3.5 to read "Adapt the department's plans in response to what was established at 2.3, and state what changed". Meaning unchanged. Left for decision because it touches a criterion.

5
For decision · at level

ZFF-DA-05 2.1 does not use the verb its own outcome claims

LO2 reads: be able to determine a question about a department's priorities that data could help settle. 2.1 reads: state the question. The unit's level check rests on 2.1 being a determination, and it is the only criterion carrying the outcome's central move. State sits at Level 2 to 3 and does the descriptor no work.

Recommendation. 2.1 to read "Determine the question about own department's priorities that the work will address, and state the reasons for selecting it". This is the single change on this list that most affects the level claim, because ZFF-DA-05 has no other criterion determining the problem.

6
For decision · internal consistency

ZFF-DA-05 LO5 is thinner than every other LO5 in the Diploma

Three criteria, against five in ZFF-GM-05, five in ZFF-EI-05, five in ZFF-AU-05 and six in ZFF-PJ-05, on 70 hours of TQT. It has no criterion evaluating the criteria the learner determined, because the unit has none determining them, which is coherent. It also has nothing asking what the department would measure differently, which the parallel units all carry.

Recommendation. Either accept it with the reason stated in the unit rationale, or add one criterion on whether the changed measures held. Adding one moves the Diploma total off 136, so it is a decision for the assessor of record rather than an edit.

7
For decision · at level

ZFF-PJ-05 answers a descriptor clause with another unit's criteria

The level check row for "understands different perspectives, approaches or schools of thought and the reasoning behind them" reads "Carried mainly by ZFF-AU-05 1.2 and 1.5, which precede this unit". An External Quality Assurer reads a unit as standing on its own, and this is the 14-credit unit.

Recommendation. Either cite ZFF-PJ-05 3.2 and 3.3 alone, which do carry the clause within the unit, or state explicitly that the clause is met at qualification level and that the unit is not offered standalone. Leaving it as a cross-unit citation invites the question at the worst moment.

8
For decision · assessable in practice

Four criteria depend on somebody else giving the learner their time

ZFF-AU-05 5.3, ZFF-DA-05 4.5 and ZFF-PJ-05 5.1 and 5.2 all require a presentation to a real decision maker. ZFF-PJ-05 5.3 goes further and requires a decision to have been taken and recorded. A deferred sign-off, which is ordinary in any organisation, leaves a competent learner unable to meet 5.3.

Recommendation. ZFF-PJ-05 5.3 to accept a recorded outstanding decision with the reason for the delay. Extend section 6 item 7 so that it covers the absence of an available decision maker as well as the absence of a suitable real task.

9
For decision · raise this first

Portfolio evidence will name identifiable colleagues who objected to a change

ZFF-GM-05 4.2, ZFF-EI-05 2.3, 4.1 and 4.3, ZFF-AU-05 4.2, ZFF-DA-05 4.3 and ZFF-PJ-05 3.2 all require a record of what named individuals raised about a change to their own roles. That evidence is internally verified, externally sampled, and retained. The specification says nothing anywhere about anonymisation or the handling of personal data in a portfolio.

Recommendation. Add a paragraph to section 6. This is the finding most likely to be raised first by a regulated awarding organisation, it applies to five units out of five, and it costs one paragraph to close.

10
For decision · assessable in practice

ZFF-EI-05 3.6 can be read as requiring an action against a colleague

3.6 reads: determine what the department will do where a person continues not to accept the change, within the obligations and constraints identified at 1.5. The constraint at 1.5 contains it, but an assessor reading LO3 alone could expect evidence of a contractual or disciplinary step actually taken.

Recommendation. State in the assessment guidance that a recorded determination meets 3.6, and that no learner is required to evidence a disciplinary or contractual action against a colleague in order to pass a unit.

11
Checked and clear · one to watch

Observable and measurable: all 136 criteria pass

No criterion asks an assessor to judge an attitude. The two rewritten units hold the ZFF-GM-03 line right through: every criterion is an observable action, a stated determination, or a judgement made against evidence that can be produced. Nothing asks a learner to demonstrate a growth mindset, report an emotional state, or have their empathy rated, and the mindset signals the platform records are excluded from evidence by design.

The one to watch is ZFF-EI-05 4.3, where "a person who does not accept the change" is a position that person holds. It is assessable only where the record shows the position was stated, not inferred by the learner. Recommendation. Say so in the assessment guidance, in one sentence.

12
Checked and clear

At level: all 136 criteria sit in band, after finding 1

Critically analyse, design research, reformulate, synthesise and justify appear in no criterion in any unit. After the change at finding 1, appraise appears in none either. Scope is departmental throughout: no criterion takes only the learner's own tasks as its object, and none reaches the organisation as a whole. Each unit's Level 6 and Level 7 boundary paragraphs name the two moves that would breach it and route them to a constraint or a dependency instead, which is the right treatment.

13
Checked and clear

Every internal cross-reference resolves, and the counts reconcile

Each criterion citing another was followed to its target: ZFF-GM-05 3.6 to 3.1, 5.1 to 2.4 and 4.6, 5.4 to 2.1 and 3.1; ZFF-EI-05 3.6 to 1.5, 5.1 to 4.5, 5.3 to 2.3, 5.4 to 2.2 and 3.1; ZFF-AU-05 3.6 to 3.1, 5.4 to 2.2 and 3.1; ZFF-DA-05 5.1 to 4.6, 5.2 to 2.4; ZFF-PJ-05 5.4 to 1.4 and 2.1. Every target exists and says what the citing criterion assumes it says. The per-outcome counts sum to each unit's stated total, and 28, 27, 26, 25 and 30 sum to 136. Total Qualification Time remains 410 and credits remain 41.

14
Considered and passed

Compare stays, and the second half of the phrase is why

ZFF-GM-05 1.2, ZFF-EI-05 1.3, ZFF-AU-05 1.2 and ZFF-DA-05 1.4 open with compare, which read alone sits below Level 5. Each carries "and the reasoning behind each", which is the descriptor's own clause about understanding different perspectives and the reasoning behind them.

Recommendation. Keep all four as they stand, and record that the trailing phrase is load-bearing. It is exactly the sort of wording a later editor shortens for neatness, and shortening it would drop four criteria a level.

15
For decision · internal consistency

Overlap between units is better shown than left to be found

ZFF-AU-05 4.5 and ZFF-PJ-05 3.5 both evaluate skills the department does not hold, and ZFF-GM-05 LO2 and LO3 cover the same ground at greater length and with a different purpose. Read across the whole Diploma this is deliberate progression rather than duplication, but it is the kind of thing an External Quality Assurer notices and asks about.

Recommendation. One sentence in the qualification rationale saying which unit owns the capability judgement and what the other two do with it.

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What we know is not yet right.

Listed plainly, because we would rather you had this list than found it.

Open item 1

The units have not been read by an assessor

They are written to the descriptors and internally checked. Nobody with assessment experience has read them. This is the largest single gap.

Open item 2

The two rewritten units are new and unreviewed

ZFF-GM-05 and ZFF-EI-05 have been rewritten to departmental scope and to the house style of the other three. That answers the previous objection. It does not mean they are right, and they are the two units we would most like a view on.

Open item 3

TQT is allocated, not measured

The unit hours are judgements that produce a defensible total. If any unit's hours are revised down, the Diploma needs re-checking against the 370 hour threshold. This Diploma has 40 hours of headroom.

Open item 4

Whether AI-led tutoring counts as guided learning is unresolved

GLH is shown as indicative throughout. The taught and applied split in section 2 depends on the answer.

Open item 5

How knowledge criteria may be evidenced is unresolved

We have assumed recorded tutoring dialogue can evidence knowledge outcomes rather than written tests. That assumption is favourable to our model, so it should not be taken on our say-so. If written assessment is required, the hours split needs revisiting.

Open item 6

The assessor layer does not exist yet

We do not currently employ occupationally competent assessors or a qualified IQA. The model in section 6 describes what we will put in place, not what is running today.

Open item 7

The Diploma has not been checked against the register

It has not been compared with qualifications already regulated. That check has to happen before submission.

Open item 8

Demand figures are excluded on purpose

We hold internal estimates of which fluencies are most in demand. They are not evidence and they are not in this specification.

Where this stands.

Five units, 410 hours, 41 credits, 136 assessment criteria, every one held against the Ofqual Level 5 descriptor and shown against it. Two units have been rewritten to departmental scope and are marked as such. Section 7 sets out the evidence trail, including what it does not reach. Section 8 carries the assessor-readiness findings, and the open items above are the honest list of what still has to be settled.

Read the units again