CIPD Level 5 5LD03 Facilitate Personalised and Performance Focused Learning Assessment Brief 2026

CIPD Level 5 5LD03 Assessment Brief 2026

5LD03 Facilitate Personalised and Performance Focused Learning

This unit focuses on the effective facilitation of learning activities that have an impact. This includes knowing how to prepare an impactful intervention, making effective use of pre-learning activities and personalisation to create learning that can be transferred back into the organisational context. In addition, it explores facilitation techniques, whether face-to-face or online, and the principles and ethics that underpin the delivery of an outstanding learning experience.

CIPD's insight

Learning and Development Evolving Practice (Aug 2020)

Learning and development (L&D) departments are facing various challenges to ensure they deliver on their organisation's expectations. Rather than waiting for change to happen, L&D professionals need to be at the heart of change and embrace the opportunities and the challenges it brings.

This factsheet offers '10 shifts' in L&D which provide a framework for L&D professionals to measure themselves against to audit their current practice and the overall goal they want to achieve. It allows practitioners to consider gaps, progress, actions and priorities for each. There're also links to further information within each area.

Creating learning cultures: assessing the evidence

• Organisations have had to change where they work, how they work, and even reconsider the services they offer. The ability to learn, adapt and continuously improve in the face of this challenge is vital.
• To remain relevant in a challenging labour market, organisations need to think strategically about how they invest in and develop their human capital. One way to do this is to create a supportive learning environment where learning is not only embedded but encouraged across every level of the organisation - often described as a learning culture.
• Our latest research unpacks what learning culture means in practice, and what you can to do to embed a learning environment in your organisation.

Case Study

Asanom.com Inc. is one of the world's largest online marketplaces, where Individuals and retallers can buy and sell products and such as electricals, clothing, video games, books, apparel, furniture, food, toys and jewellery. They have a complex infrastructure with their own product portfolio, fast expanding in the digital marketplace. Their logistics and distribution functions support their business model, with same and next day delivery available on a majority of products.

With a complex range of stakeholders, the L&D function is required to proactively support talent development. The organisation is global, however there is a strong focus on local knowledge of the territories in which they operate. Therefore, country specific L&D teams work to provide personalised and accessible learning for their staff.

The CEO has tasked the L&D function to generate a leadership development programme to be applied across the organisation. As part of this you need to prepare a report on Facilitating Personalised and Performance Focused Learning and then deliver or facilitate an inclusive learning and development activity that sits within the leadership development programme.

Preparation for the Tasks:

• Refer to the indicative content in the unit to guide and support your evidence.
• Pay attention to how your evidence is presented, remember you are working in the People Practice Team for this task.
• Ensure that the evidence generated for this assessment remains your own work.
  You will also benefit from:
• Reflecting on your own experiences of learning opportunities and training and continuing professional development.
• Reading the CIPD Insight, Fact Sheets and related online material on these topics.
• You should relate academic concepts, theories, and professional practice to the assessment task(s), in a critical and informed way, and with reference to key texts, articles and other publications.
  Don't forget to:
• Complete the front cover sheet and place it at the front of your assessment.
  Use the bullet points below each task as headings and sub-headings so your marker can see where your answer begins.

Task One - Report

The CEO has asked you to write a report that focuses on the preparation of learning and development activities, inclusive facilitation methods and understanding strategies which support the transfer of learning to the workplace. They will use this report to guide their approach to L&D moving forward.

The report should be professionally written and cover the areas below:

• Evaluate internal and external factors to consider as part of preparation for learning and development activities. (AC 1.1)
• Discuss the concept of facilitation, and facilitation techniques that can be applied to support learning. (AC2.1)
• Demonstrate your knowledge of techniques for monitoring the effectiveness of learning activities, including making adjustments to meet the needs of individual learners within a group context. (AC 2.2)
• Explore the ethical factors involved in facilitation of learning. (AC 2.3)
• Explain the concept of "transfer of learning" and its significance in workplace learning. (AC3.1)
• Critically assess strategies for supporting the transfer of learning from learning and development activities to the workplace. (AC3.2)
• Evaluate the role of line managers in supporting transfer of learning for their team members. and how learning and development can support them in this. (AC 3.3)
  It is essential that you refer to, and bring in, academic concepts, theories and current professional practice for the areas above. Please ensure that any references and sources drawn upon are acknowledged correctly and supported by a reference list.
  Your evidence must consist of:
• Report (2,750 words)

Task Two - Delivery of L&D Activity

Following on from your report, you have been asked to prepare resources and deliver an inclusive learning and development activity that forms part of the leadership development programme.

• You should prepare your personalised, accessible learning resource(s) to enhance learning. Think about accessibility considerations and your choice and use of resources. Think about how you are going to deliver your session and what is the best approach, tools and resources to use (AC 1.2)
• You should then deliver an inclusive learning and development activity, using your prepared resources, that meet objectives. (AC 2.4)

Requirements

• It must be an activity based around Leadership Development
• You need a minimum of two other people in your session to participate in your activity
• It must last approximately 30 minutes with a buffer of +/- 10% (between 27 and 33 minutes) • You must deliver and record your session
• You need to provide us with a link to your recorded session
• You should identify what the learning objectives are and ensure your session meets them
• Your activity must be inclusive, considering unique leamer needs and challenges.
• You need to upload a word document (with front cover sheet attached) with a link to your recorded session plus any activity/resources into the Assessment Centre as evidence of preparation and delivery.
• It is important that you read the Assessment FAQ's that accompanies this brief as it gives you further information around how the delivery of your session will work.
• It is your responsibility to upload a link to your recorded session.

Assessment Criteria Evidence Checklist

Assessment Grading

The grid below shows the range of results you could achieve based on total number of marks awarded across all assessment criteria.

To pass the unit assessment you must achieve a 2 (Low Pass) or above for each of the assessment criteria. The overall result achieved will dictate the outcome you receive for the unit, provided NONE of the assessment criteria have been failed or referred.

You will either receive a Pass or a Fail from the CIPD once the work has been moderated. The bandings below are used to indicate if your work is sitting at a low pass, pass or high pass.