LEARNERSHIP IMPLEMENTATION GUIDE PART 1 …

1 LEARNERSHIP IMPLEMENTATION GuiderPART 1 LEARNERSHIP IMPLEMENTATION GUIDEPART 1 CONTENTSPageChapter 1 Introduction and About this Key Elements of Sector LEARNERSHIP Strategy1 - Brief Legislative Background3 - What are Learnerships? About the LEARNERSHIP Why do we need Learnerships? The Benefits of The Importance of What is INSETA doing about Learnerships?6 - The link between Learnerships and INSETA s The link between a Skills Programme and a LEARNERSHIP Recognition of Prior Certification of LEARNERSHIP What are Cross-Sectoral Learnerships?

2 8 Chapter 2 Frequently Asked Questions9 - 10 Chapter 3 Glossary of Terms11 - 12 Chapter 4 Acronyms13 Chapter 5 References13 Chapter 6 Appendices1 Critical role-players142 List of registered Learnerships as at 31 March 2003153 The flow of learning from NQF Level 2 to 6164 List of Accredited Providers of Training171 LEARNERSHIP IMPLEMENTATION GuiderPART 1 CHAPTER 1 Introduction and this GuideThis GUIDE provides a set of practical guidelines to assist you in understanding, planning and implementingLearnerships. It provides background information on Learnerships as well as a systematic approach to preparing fornew Learnerships and implementing existing NQF Registered Who should use this GUIDE ?

3 This GUIDE has been designed to inform Employers, Learning Providers, Learners and any other interested personswho need to know about Learnerships in a workplace :Line Managers, Mentors, Coaches, Skills Development Facilitators, Training Managers, Recruitment andGeneral Human Resources Managers, Workplace Assessors, Providers:Public Institutions such as Technical Colleges or Universities, Private Organisations, In-HouseTraining :Currently Employed, the Pre-Employed (Learners with no previous work experience) and the Unemployed(Learners who have worked before).

4 When and How to use this GuideWhile getting started: Use this GUIDE at the beginning as you design and develop LEARNERSHIP project plans. During ongoing IMPLEMENTATION :Use this GUIDE to assist you in ensuring successful progression by measures andchecklists at each phase and revision of, or realignment, to to completion: Use this GUIDE to ensure that your organisation has complied with the regulations and standardsset by INSETA so as to limit the administrative lead times and to reduce any risk. Features of this GuideThis GUIDE offers a practical and systematic approach to understanding the LEARNERSHIP structure and processesthrough the use of checklists, process diagrams and action steps.

5 It provides a sense of structure and measure ofprogress as well as flexibility for you to customise your processes to your own context. March 2000 the Minister of Labour established twenty five Sector Education and Training Authorities (SETAs), whichcover every sector in the economy. SETAs have replaced the thirty three Industry Training Boards. The InsuranceSector Education and Training Authority (INSETA), was established as one of the twenty five SETAs. INSETA represents the training and skills development interests of ten sub-sectors within the Insurance Sector.

6 Theseinclude: short and long-term insurance, pension funding, risk management, unit trusts, healthcare benefits, funeralinsurance, reinsurance and financial intermediaries. One of the functions of INSETA is to implement Learnerships inthe Insurance Elements of the Sector LEARNERSHIP StrategyCurrent Key Sector Skills needs:rBasic financial skillsrCommunicationrCommunication skills - verbal, written and presentationrCompany-specific proceduresrComputer literacyrCustomer care skillsrInformation technologyrLeadershiprManagementrMarketi ng skillsrProduct knowledgerRisk managementrSales skillsrTechnical skillsrTechnology-driven financial skillsVersion 7/04/2003 LEARNERSHIP IMPLEMENTATION GuideDemographic Employee Profile of the Sector- Sector Skills Plan 2002/3 Racial Breakdown:RacePercentageAfricans24 %Coloureds14 %Indians09 %Whites53 %Gender and Racial Breakdown.

7 RaceMaleFemaleAfricans12 %12 %Coloureds05 %09 %Indians04 %05 %Whites20 %33 %The current demographics reflect an under-representation of employees from designated groups in the professionaland managerial levels. Designated groups of employees are defined as African people - both male and female, women- both African and white, and persons (of both genders and all races) with disabilities. Factors influencing learning and Learnerships in the SectorThe Sector Skills Plan dated 2002/3 identified key factors, which will influence change in the various sub-sectors of theInsurance Sector.

8 The broad categories include: Policy and Legislative FactorsrPolicyholder Protection Rules (PPR)rFinancial Advisory and Intermediary Services Act (FAIS)rLong-Term Insurance ActrCorporate Governance (Fraud / Disclosure, S - Reference system)rNational Skills Development Strategy / Employment Equity ActEconomic FactorsrIncentives and Trail Commission (linked to legislation)rFinancial Security emanating from Corporate GovernancerMarket Volatility, Low Investor Confidence and Higher Interest RatesrFinancial DisintermediationrMergers and Acquisitions (also related to regulatory policies)

9 RBlack Economic Empowerment, Affirmative Procurement and Employment EquitySocial and Socio-Economic FactorsrChanging customer needs (lifestyle evolution, increasing customer knowledge)rUsing market segments to integrate marketing with social upliftmentrCustomer churn (resulting from economic downswing, changing needs, etc)rUnemployment, poverty and crimerHIV / AIDST echnological FactorsrE-Technology / E-CommercerSoftware programmes targeted at customised packages such as BrokernetrTelecentresrComputerised administrationrUsing information communication technology (ICT) as a distribution model / mechanismEnvironmental FactorsIncreased emphasis on environmental protection will influence further change in the : for the purposes of this GUIDE , only the major elements have been noted.

10 To obtain a detailed exposureto these elements, consult the SSP 2002/3 on INSETA's website: 2rPART 1 Version 7/04/2003 LEARNERSHIP IMPLEMENTATION Guide3rPART Legislative BackgroundLearnerships function within a designated legislative framework, and for a LEARNERSHIP to be successful and recognisedas leading to a registered Qualification, the total process must comply with the relevant legislation. One of the mostimportant pieces of legislation is The South African Qualifications Authority (SAQA) Act No. 58 of :is a body of 29 members appointed by the Ministers of Education and Labour.