ILM by City & Guilds · 8723-313Mandatory unit

Unit 313: Planning and leading structured workplace communication

This unit equips learners with the skills and knowledge to plan, lead, and evaluate structured workplace communication, including formal meetings and presentations. Learners will develop techniques for effective communication, manage formal procedures, and use feedback and reflection to enhance future practice.

In short

Unit 313 Planning and leading structured workplace communication is an optional Level 3 unit about chairing meetings and delivering presentations. The evidence requirements are specific: at least two different situations of planning and leading meetings, with agendas, documentation and follow-up, plus at least one workplace presentation.

Level

RQF Level 3

Credit value

5 credits

Guided learning

25 hrs

Assessment criteria

15 criteria

Learning outcomes and assessment criteria

To achieve unit 313 your portfolio must evidence every assessment criterion below. There is no exam and no written assignment — you demonstrate each criterion using evidence from your own work.

Learning outcome 1

Understand the principles of structured workplace communication

  • 1.1

    Describe the purpose of formal meetings and presentations in the workplace

    Evidence requirement: Evidence must include at least two purposes.

  • 1.2

    Explain the role and responsibilities of a meeting chairperson

  • 1.3

    Describe key principles for preparing and delivering an effective presentation

    What this covers: Key principles: content, structure, resources, delivery method, feedback.

  • 1.4

    Explain ways for managing time and encouraging participation in structured communication

    Evidence requirement: Evidence must include at least two ways to manage tine and two ways to encourage participation.

  • 1.5

    Outline methods used to evaluate the effectiveness of workplace communication

    Evidence requirement: Evidence must include at least two methods.

Learning outcome 2

Be able to plan and lead meetings in a workplace context

  • 2.1

    Prepare agendas and supporting materials for formal workplace meetings

  • 2.2

    Lead meetings, ensuring clear communication, timekeeping and inclusive participation

  • 2.3

    Follow agreed procedures for opening, managing and closing meetings

  • 2.4

    Record meeting outcomes accurately using formal documentation

  • 2.5

    Carry out follow-up tasks after meetings

Learning outcome 3

Be able to prepare, deliver and evaluate workplace presentations

  • 3.1

    Plan presentations to meet a specific purpose and audience needs

  • 3.2

    Select and prepare appropriate resources or visual aids to support key messages

  • 3.3

    Deliver presentations using appropriate tone, pace, language and body language

  • 3.4

    Respond to questions during or after the presentation

  • 3.5

    Evaluate the effectiveness of presentations using feedback and reflection

How to approach unit 313

Written by our assessment team: what the criteria mean in practice, the evidence that works, and where learners get caught out.

What this unit is really about

Unit 313 is the most artefact-rich unit at Level 3, and its requirements are unusually explicit. LO2 requires at least two different situations of planning and leading meetings, and the spec names what each must show:

  • Agenda and materials preparation
  • Leading with clarity, timekeeping and inclusivity
  • Following procedures for opening, managing and closing
  • Accurate documentation
  • Follow-up actions

LO3 requires at least one workplace presentation, planned, delivered, questioned and evaluated.

Two meetings and one presentation. That is a manageable, concrete target — and it means the unit is largely won by keeping the paperwork you already produce.

The evidence that works

CriterionArtefact
2.1 — agendas and materialsThe actual agendas and any pre-reads, for both meetings
2.2 — leadingObservation or a video clip of you chairing, or a witness testimony describing how you ran it
2.3 — proceduresEvidence of the opening, the management of the discussion and the close — visible in the minutes if they are written properly
2.4 — documentationThe minutes or notes, with decisions and actions recorded formally
2.5 — follow-upThe action tracker, chase emails, or the next agenda showing matters arising
3.1–3.4 — the presentationYour plan, the slides or visual aids, an observation or recording of delivery, and the questions you handled
3.5 — evaluateFeedback you gathered, plus your reflection

The two things that lift this unit

Make the meetings genuinely different. "Two different situations" is not two instances of your Monday team huddle. A team meeting and a cross-department or supplier meeting, or a routine meeting and a difficult one, gives you contrast for the inclusivity and timekeeping criteria — and something to say in your reflections.

Evidence inclusivity deliberately. Criterion 2.2 names inclusive participation, and it is the part chairs quietly skip. Deliberate techniques you can point to: going round the table on a key decision, directing a question to the person who has not spoken, taking a written contribution from someone who could not attend, checking a remote joiner is following, or restating a quiet contribution so it lands. Show it in the minutes or have the observer note it.

For 3.5, evaluate using feedback and reflection means both. A short feedback form or three asked questions plus your honest judgement — including the thing that did not land — beats a paragraph saying it went well.

Useful reading

Supporting information for unit 313

Unit aim: This unit equips learners with the skills and knowledge to plan, lead, and evaluate structured workplace communication, including formal meetings and presentations. Learners will develop techniques for effective communication, manage formal procedures, and use feedback and reflection to enhance future practice.

Evidence requirements: LO2 Evidence must include at least two different situations of planning and leading meetings in the workplace. Including evidence for: • agenda and materials preparation • leading with clarity, timekeeping, and inclusivity • following procedures (opening, managing, closing) • accurate documentation • follow-up actions. LO3 Evidence must include at least one workplace presentation. Evidence must satisfy all the stated assessment criteria. Including evidence for: • purposeful planning for audience • use of appropriate resources/visual aids • effective delivery (tone, pace, body language) • handling questions • evaluation via feedback and reflection.

Suggested learning resources: Giving Briefings and Making Presentations in the Workplace, Institute of Leadership & Management, Taylor & Francis Managing meetings (ILM eWorkbook), City & Guilds/ILM Managing Presentations, (ILM eWorkbook), City & Guilds/ILM

Evidencing this unit

All evidence for the skills learning outcomes must be generated in the workplace or a realistic working environment, and must be valid and attributable to you.

  • Workplace documentation and records — team development plans, project implementation reports, meeting agendas and minutes, training materials
  • Video clips, up to a maximum of 15 minutes
  • Projects
  • Reflective accounts, journals and logs
  • Assessment observation
  • Witness testimonies

Where unit 313 counts

This unit sits in the ILM Level 3 Leadership and Management suite (8723) and counts towards the pathways below, from £449.

Frequently asked questions

How many meetings do I need to evidence for unit 313?

At least two different situations of planning and leading meetings, each showing agenda preparation, leading with clarity and inclusivity, following opening and closing procedures, accurate documentation and follow-up actions. Two instances of the same weekly huddle will not satisfy 'different'.

Do I have to give a presentation for unit 313?

Yes. LO3 requires at least one workplace presentation, planned for a specific purpose and audience, delivered with appropriate resources, with questions handled and effectiveness evaluated using feedback and reflection.

Is unit 313 mandatory?

Yes. Unit 313 is a mandatory unit — every learner on the relevant pathway must complete it.

How is unit 313 assessed?

Assessment is a portfolio of evidence, centre-devised and internally set and marked. There are no exams and no written assignments.

What evidence can I use for unit 313?

All evidence for the skills learning outcomes must be generated in the workplace or a realistic working environment, and must be valid and attributable to you. Workplace documents, projects, reflective accounts, observation records and witness testimonies are all valid sources.

Which qualifications include unit 313?

It counts towards the Level 3 Award, Level 3 Certificate, Level 3 Diploma, Level 3 Extended Diploma.