Checklist of things to cover in an Engagement call/meeting (with Team Manager)

• Mark the task/set the agenda: state what we want out of the meeting (i.e. to get a sense of what the team does, and whether AMBIT will be the right training for them.) Ask if this is what they were expecting, and if there is anything else they want to cover.
• Ask Team Manager to give us a brief overview of what team does and their Client Group
• Give an outline of AMBIT using the AMBIT Wheel poster and possibly a laptop to show the manual
• Ask if AMBIT seems applicable to the team and what difficulties the team encounters that AMBIT may be able to help with - our fundamental question is... "You are probably quite good at what you are doing already, so wy would you want or need any training?!"
• Explain the need for senior management support for this training - see Briefing session for senior managers/commissioners
• Explain that the whole team must attend the AMBIT training (unless they are interested in the Train the Trainer approach).
• If it is a whole service being trained, explain that a Senior Manager must attend each training day, and try to gain an impression about how different teams in the service interface with each other.
• Explain the different training options (see the table of options at AMBIT training) i.e. bespoke training (for over 16 staff), multi team training (for small teams), Train the Trainer course (for local or International teams).
• Look at date options for trainings (i.e. show tem dates for planned upcoming trainings) and get an idea about their ideal timeframe.
• Explain the role of AMBIT Lead -and the ½ day of "DIY" training that the Lead should organise between Day 3 (Lead day) and Day 5 (Start up day).
• Explain the next stages of AMBIT training:
• that the Team Manager must set up a team discussion about the AMBIT training, during which the video introducing the audit would be watched by the team and the team Audit form questions would be discussed
• At this point show the Pre-training team audit form to the team manager.
• Explain that the views of all members of the team must be recorded on the form - including some attempt to summarise the range of different opinions (we do not assume that teams are necessarily "of one mind" when it comes to external training - some will be excited and optimistic, others perhaps less or, or anxious about being "told to do things differently", etc).
• This form should be sent electronically back to the AMBIT Coordinator, and only after the team’s audit form has been reviewed and accepted by the AMBIT Trainers will the team be formally booked onto a training.
• Explain the different ways that the team can be involved with AMBIT after the training ends:
• Annual Conference
• Advanced Lead trainings
• Community of practice online
• Buddying system
• Monthly supervision either from AFC, or another AMBIT trained team.