Induction, review meetings, ground rules and record keeping. The learner will be relatively dependent on the facilitator who will need to be supportive, helpful, friendly and encouraging.
The emphasis here is on helping the learner to undertake a self-audit of their strengths and weaknesses, experiences, knowledge and skills, personal and professional circumstances - including the organisational context within which they work and any other aspects which may affect self development.
A SWOT analysis may be useful for the facilitator to work through with their learner.
This is a lengthy stage and involves the facilitator exploring deeper learning by encouraging the learner to reflect, to see things differently, to identify potential changes, possible goals and a wider range of alternative options that are available.
Stage 4 Ending, termination or divorce
A final review meeting is essential. Be clear about the date of your last meeting and make sure that you and your learner agree this ahead of time. The learner and the facilitator are jointly responsible for providing a proper ending to the relationship.