· Web viewBoth employer and employee will receive the report approx. 15 working days after the assessment. 12 Post-assessment: If you require a post assessment consultation then

Workplace Needs Assessment

Booking Pack

Employers

Name of Organisation: ………………………………………………………………….

Name of Person Booking Assessment: …………………………………………….

Name of Person to be Assessed: ………………………………………………………

Please read the information sheet that accompanies this booking pack carefully as this will provide important information about the type of assessments available, the assessment process and what to expect, and answers to other frequently asked questions.

British Dyslexia Association, Unit 6a Bracknell Beeches, Old Bracknell Lane, Bracknell, RG12 7BWTel: 0333 405 4555 (select Option 2 for the Assessments Department), Email: [email protected]

The Assessment Booking Process:


1Download an Assessment Booking Pack.

2Complete the assessment booking form.

3Complete the Assessor Locations form.

4Complete Pre-Assessment Questionnaires (Employees & Employers questionnaires, unless already completed for diagnostic assessment).

5Identify any dates that you are are not available for the assessment.

6Complete payment details. Please note we cannot book assessments without all of the necessary documents being received.

7Email all completed forms together to: [email protected]

8Card payment will be taken or an invpice will be raised. Please note bookings will not be confirmed without payment.

9Confirmation of the appointment will be sent by email to the individual organsing the assessment.

10

Attendance at assessment appointment. Please note that the assessor will also require a brief meeting with the employee's manager either in person on the day of the assessment, or by telephone or email shortly before / after.

11Both employer and employee will receive the report approx. 15 working days after the assessment.

12

Post-assessment: If you require a post assessment consultation then please contact us to arrange this. These are usually done by telephone and may incur a charge.

Workplace Needs AssessmentEmployer’s Booking Form

Thank you for choosing the British Dyslexia Association for your assessment.

To book your assessment, please fully complete the documents within the booking pack and return it to us as per the instructions at the bottom of the form.

BDA Office use only:

Booking Reference: Account Code T17

Details of Booking

Name of Main Contact:

Address (workplace):

Telephone number:

Email:

Name of Client (person being assessed):

Client contact details:Tel: Email:

Service required: Workplace Needs AssessmentDescription and quantity: 2 hour assessment plus reportLocation of assessment:

Date of Previous Diagnostic Assessment:

Further information and/or preferences:Please make a note of any information that you feel that we or the assessor may need to know in advance of the assessment. Please also supply the most recent previous diagnostic report, if possible.


Specialist Workplace Assessor £375.00 plus VAT @ 20% = £450

Method of Payment:

Invoice (see below) ☐ Card (see below) ☐

Total amount to be paid: £

Please note that card payment will be taken once an assessment date has been agreed.

Payment details: Invoice

Name: Position in company: *Accounts Email:Company Name:

Address:

*Purchase Order number:

For confidentiality purposes we will not put the Client’s name on our invoice to you unless requested on this booking form.

* required field

Payment details: Credit Card

Please debit my account for the amount of: £

Card type: Visa ☐ Mastercard ☐ Switch/Maestro ☐ Delta ☐Please provide card number & details:

For Maestro cards insert the whole of the long number which appears across the middle of the card

/ /

Valid From Date Valid To Date Switch / Maestro Issue No.

Switch / Maestro Start Date

Name as it appears on the card:

Cardholder’s signature: Date:


Terms and Conditions for Workplace Needs Assessments

Booking a Workplace Needs assessment: The B.D.A. will act as liaison between the assessor and the client for the purposes of

booking the assessment. The B.D.A. reserves the right to change the assessor allocated if the assessor should

become unavailable for any other reason. In order to book the assessment your personal information and the information contained

within the booking pack will be passed onto the assessor in order for them to carry out the assessment.

Privacy Policy:

The BDA is committed to protecting the privacy of individuals. Accordingly, all personal data collected will be subject to our Privacy Policy. For more information please see our website.

Following the assessment and the compilation of the final assessment report all client questionnaires, all raw data test sheets and all other personal data will be permanently deleted/destroyed.

Your final assessment report will be held by the BDA for 7 years [within your customer record file]. During this time you will be able to ask for an electronic copy of the report Please note there may be an administration charge for this. We would therefore strongly recommend that you keep a copy of your report securely. After this time the BDA will not be able to supply you with a copy of your report.

Should you require a copy of your assessment report [and/or the personal data in your customer record]; or for your report to be permanently deleted; or for changes/corrections made to it before this time; or to make a complaint, please notify us at: [email protected]

How your information will be used:

From time to time we may like to send you information about our own products and services that you might be interested in, by post, telephone, email and SMS. We will not pass your information on to any organisation external to the BDA. If you agree to being contacted in this way, please tick the relevant boxes to indicate all of the means by which you would like to be contacted.

Post Phone Email SMS phone call

The BDA is committed to protecting your personal data please see our Privacy Policy on our website

If you need any further information please write to us at: [email protected]


mailto:[email protected]


Payment details: Payment details must be received before a booking can be processed. If paying via Company Purchase Order we need a valid purchase order number to

invoice against and payment must be received before the assessment report is released.

Cancellation policy: Cancellation by the Client or Main Contact

o All changes and cancellations must be notified in writing to: [email protected].

o Cancellation charges will be applied as follows: Cancellation/reschedule within 14 days of a booked session = 50% of fee

due; Cancellation/reschedule within 24 hours of a booked session = 100% of fee

due. Cancellation by the B.D.A.

o In the event that severe weather or any other emergency results in the cancellation of a session, the B.D.A. will endeavour to give clients a minimum of 24 hours’ notice* and to reschedule the assessment

o *Please note that it is the client’s responsibility to provide the B.D.A. with an emergency contact number at which they will normally be available.

----------------------------------------------------------------------------------------------------------------------------------I agree to abide by the terms and conditions as laid out above.

Name (print): Signature: Date:

Please return this booking pack by email to [email protected] to enable us to check the details and make provisional contact with the most appropriate assessor.

How did you hear about the BDA

Website BDA Helpline Email Hardcopy Flier social media

Recommendation Other please state ______________________________



Locations our Assessors Cover

Please indicate the location for your assessment. To carry out a Workplace Needs Assessment wherever possible the assessor will need to meet with you at your workplace.We have assessors within a 40 mile radius of the following locations. Some assessors will travel further to carry out assessments, however if this is the case then we will need to charge you travel expenses. Expenses will be charged at 2nd Class Rail Fare or at 40 pence per mile.

Assessor locations (includes a radius of 40 miles from all specified town/city locations):

Please indicate your workplace location

Berkshire BirminghamBridgewaterBristolCambridgeCheshireChesterEssexHampshireHerefordshireHertfordshireGloucestershireKentLiverpoolLondon (All Areas)Manchester MiddlesexMidlands - WestMidlands – South WestMonmouthshireNewport (Gwent)NorfolkNorthamptonshireNorth WalesNottinghamshireOxfordshireSurreySussexSuffolkSomersetSouthamptonWest MidlandsWest YorkshireWorcestershireYorkshire

Are there any dates that you are NOT available?..................................................


Your Name: Date:

Employee Name:

Pre-Assessment Questionnaire for Employer

Thank you for completing this questionnaire. It is very helpful to have feedback from more than one perspective on what the employee finds more challenging. Everything you include in this response will be treated entirely confidentially and only used for the purpose of forming a more complete picture of the individual being assessed.

If the employee is having a diagnostic assessment with the BDA prior to this Workplace Needs Assessment only one set of questionnaires needs to be completed.

Please note that the assessor will also require a brief meeting with the employee's manager either in person on the day of the assessment, or by telephone or email shortly before / after.

General Information

1) Can you provide a very brief description of the individual’s job, the priorities in it and any particular pressure points or key performance criteria?

2) In General Terms, what difficulties do you think the individual’s dyslexia is posing for them at work?

Specific Issues:

Dyslexia generates different strengths and weaknesses for every individual with it. This is partly because it is part of 7 co-occurring conditions and the individual could have traits from any of these. To further inform our professional assessment; please can you indicate where you have observed challenges arising for this individual within the workplace. Here is a list of areas which can be challenging for individuals with dyslexia.


Level of difficulty Minor Moderate Considerable

Memory and Concentration

Following oral instructions

Remembering:

Messages / Appointments

Concentrating for long periods

Visuo – Motor Skills

Inputting data on computer/calculator

Analysing complex visual arrays,

e.g., maps, graphs, tables of figures

Getting bearings in large or complex buildings

Sequencing

Filing

Retrieving files

Looking up entries in dictionaries/directories



Reading:

Following written instructions

Following technical manuals

Quickly getting the gist of documents

Detailed comprehension at speed

Recalling what has been read

Writing tasks

Spelling

Handwriting

Expressing ideas in writing

Writing memos, emails, letters

Drafting complex material fast

Writing reports

Numerical task

Copying numbers

Tabulating numbers

Doing arithmetic calculations

Following a sequence/procedure

Checking data



Speech and Comprehension

Following a conversation

Contributing to a discussion

Presenting thoughts succinctly

Organisation

Planning work schedules

Meeting deadlines

Keeping papers in order

Working efficiently


Pre-Assessment Questionnaire for Employee

Thank you for completing this questionnaire. It is very helpful to have feedback on what you find challenging. Everything you include in this response will be treated entirely confidentially and only used for the purpose of forming a more complete picture of the difficulties you experience.

NameTitle Mr/Mrs/Miss/DrDate of BirthPhone numberMobile numberEmail AddressJob TitleDate started in current role

General Information

1) Can you provide a very brief description of your job role, the priorities in it and any particular pressure points or key performance criteria?

2) In General Terms, what difficulties do you think your dyslexia is posing for you in carrying out your duties?

Specific Issues:

Dyslexia generates different strengths and weaknesses for every individual with it. This is partly because it is part of 7 co-occurring conditions and the individual could have traits from any of these. To further inform our professional assessment; please can you indicate where you have experienced challenges arising within the workplace. Here is a list of areas which can be challenging for individuals with dyslexia.



Memory and Concentration

Following oral instructions

Remembering:

Messages / Appointments

Concentrating for long periods

Visuo – Motor Skills

Inputting data on computer/calculator

Analysing complex visual arrays,

e.g., maps, graphs, tables of figures

Getting bearings in large or complex buildings

Sequencing

Filing

Retrieving files

Looking up entries in dictionaries/directories



Reading:

Following written instructions

Following technical manuals

Quickly getting the gist of documents

Detailed comprehension at speed

Recalling what has been read

Writing tasks

Spelling

Handwriting

Expressing ideas in writing

Writing memos, emails, letters

Drafting complex material fast

Writing reports

Numerical task

Copying numbers

Tabulating numbers

Doing arithmetic calculations

Following a sequence/procedure

Checking data



Speech and Comprehension

Following a conversation

Contributing to a discussion

Presenting thoughts succinctly

Organisation

Planning work schedules

Meeting deadlines

Keeping papers in order

Working efficiently


Checklist of Information Required for Booking:

1. Completed booking form

2. Assessment locations – identified the preferred type and location of assessment

3. Completed questionnaire – Employee & Employer’s

4. Payment information/payment

Please note we cannot process bookings or book assessments without all of the documentation being complete and payment being received.

Delays in returning documents/sending payment will result in a delay in booking the assessment.

Email this completed booking pack to [email protected]



Documents

· Web viewBoth employer and employee will receive the report approx. 15 working days after the assessment. 12 Post-assessment: If you require a post assessment consultation then