Work experience preparation plan template

£9.90

The Work Experience Preparation Plan provides a structured framework for planning a student's or young person's work experience placement before they start. It helps the employer, placement provider and individual agree the purpose of the placement, activities, supervision, health and safety arrangements, learning objectives and practical requirements so that the experience is organised, meaningful and appropriate.

Use this template to:

  • Plan a structured work experience placement.
  • Set clear learning objectives and expectations.
  • Identify suitable activities and responsibilities.
  • Confirm supervision, safeguarding and health and safety arrangements.
  • Identify any support or adjustments required.
  • Provide a clear record of the agreed placement arrangements.
Work experience preparation plan template
2026 Ready

What's included in this template

This template brings together the key information, sections and considerations you need to create a clear, comprehensive and professional HR document. Preview the document below.

  • Placement details and objectives
  • Learning outcomes and planned activities
  • Supervision and responsibilities
  • Health, safety and safeguarding
  • Support and adjustments
  • Review and feedback arrangements
Specifications
Access 12 months (includes updates)
Length 514 words · 2 pages
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 24/08/2026
Next review 24/02/2027
Delivery Instant download
Formats .doc · .txt · email

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Template

Work experience preparation plan

Placement details

Student / participant name:  
School / college / placement provider:  
Employer:  
Placement department / team:  
Placement supervisor:  
Placement start date:  
Placement end date:  
Normal hours:  

Placement purpose and objectives

Purpose of the placement:  
What the participant would like to learn:  
Skills to be developed:  
Knowledge / experience to gain:  
Expected learning outcomes:  

Planned activities

Activity / task: What the participant will learn: Supervision required:
     
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Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the Work experience preparation plan should be used, helping ensure each step is handled consistently and appropriately documented.

Step Description Responsibility Timing (Days from Issue)
1 Understand the Placement: Confirm the participant's objectives, placement dates, role, activities and any information provided by the school, college or placement provider. Employer / Placement Provider Day -21 to Day -14
2 Assess the Arrangements: Identify suitable activities, supervision requirements, workplace risks, safeguarding considerations and any support or adjustments required. Employer / H&S / Placement Provider Day -14 to Day -7
3 Complete the Preparation Plan: Record the placement objectives, activities, supervision, health and safety arrangements and practical information in the plan. Employer / Placement Provider Day -7 to Day -3
4 Confirm and Brief: Discuss the arrangements with the participant and relevant adults or placement contacts, ensuring that expectations, safety arrangements and support are understood. Employer / Placement Provider Day -3 to Day 0
5 Review the Placement: Check progress during and at the end of the placement, gather feedback and record any learning or follow-up actions. Employer / Participant / Placement Provider During / End of Placement
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What is a work experience preparation plan?

A Work Experience Preparation Plan provides a structured record of how a work experience placement will operate before the participant starts. It brings together the placement objectives, planned activities, supervision, health and safety arrangements and practical information in one place.

It helps ensure that the placement is planned around meaningful learning and appropriate activities rather than simply providing someone with a temporary place in the workplace.

What is it used for?

The plan helps employers and placement providers agree what the participant should experience and learn, who will supervise them and what arrangements need to be in place before the placement begins.

It can also provide a useful record of discussions around safeguarding, health and safety, support needs and any restrictions on activities.

Who should use it?

The template is suitable for employers, HR professionals, managers, schools, colleges and other organisations arranging work experience placements for young people or other participants.

How should it be used?

The plan should be completed before the placement starts, with input from the employer and relevant placement provider or educational establishment. It should reflect the participant's circumstances and the actual workplace rather than being treated as a generic checklist.

The arrangements should be reviewed if the placement, activities, risks or support requirements change.

Example

A manufacturing business agrees to provide a one-week work experience placement for a 16-year-old student interested in engineering. Before the placement starts, the manager meets with the school and the student to understand what they hope to gain from the experience.

The business plans activities including a supervised workplace tour, observing production processes, learning about quality control and spending time with an experienced member of the engineering team. Activities involving machinery are restricted to appropriate observation and supervised learning rather than unsupervised operation.

The preparation plan records the supervisor, working hours, PPE, emergency arrangements, relevant workplace risks and the student's learning objectives. It also identifies who the student should speak to if they have a concern during the placement.

At the end of the week, the manager and student review what was learned and identify further areas of interest for the student's future development.

Common mistakes

  • Treating work experience as ordinary work without considering the participant's age and experience.
  • Failing to assess the specific risks associated with the placement activities.
  • Allowing a young or inexperienced participant to undertake activities without appropriate supervision.
  • Providing little structure or learning value beyond simply observing employees.
  • Failing to agree who is responsible for supporting the participant and dealing with concerns.
  • Not reviewing the arrangements when the placement activities or circumstances change.
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HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

Work experience placements need to be planned around the participant's age, circumstances and the nature of the workplace. Employers retain responsibility for ensuring that work experience participants are appropriately protected and that relevant health and safety arrangements are in place.

Health and safety

The Health and Safety Executive states that employers should treat people on work experience in the same way as other workers when considering health and safety, while taking account of their lack of experience and unfamiliarity with the workplace. Employers should provide appropriate induction, information, instruction and supervision. https://www.hse.gov.uk/young-workers/employer/index.htm

The preparation plan provides a practical way to document those arrangements before the placement starts, including workplace risks, PPE, supervision and emergency arrangements.

Young people at work

Where the participant is under 18, employers should take account of their age and level of experience when assessing risks. HSE guidance explains that employers must identify risks to young people and take account of factors such as their lack of experience, awareness of risk and physical development. https://www.hse.gov.uk/young-workers/employer/index.htm

The activities planned for a young person should therefore be appropriate to their abilities and should not expose them to unnecessary risks simply because similar work is routinely undertaken by experienced employees.

Risk assessment

HSE guidance states that employers should already have suitable risk assessments for their workplace and should consider the specific risks presented to young people undertaking work experience. https://www.hse.gov.uk/young-workers/employer/index.htm

The preparation plan should complement, rather than replace, the employer's wider risk assessment process. Where the placement involves particular activities, equipment or environments, those risks should be properly assessed before the participant starts.

Supervision and instruction

Young people and inexperienced workers may require additional supervision and instruction because they may not recognise workplace hazards in the same way as experienced employees. HSE recommends providing suitable information, instruction and training and ensuring appropriate supervision. https://www.hse.gov.uk/young-workers/employer/index.htm

A named supervisor and clear arrangements for raising questions or concerns can therefore form an important part of a well-managed placement.

Safeguarding and welfare

Depending on the participant, placement setting and arrangements, employers and placement providers may also need to consider safeguarding and welfare requirements. The appropriate arrangements will depend on the circumstances, including the participant's age and whether they are receiving support through a school, college or other organisation.

Employers should agree appropriate contacts and reporting arrangements before the placement begins and ensure that participants know who to approach if they have a concern.

Working hours and restrictions

Where a placement involves a young worker, specific rules can apply to working hours, rest breaks and night work. GOV.UK provides separate guidance on the rules applying to young people at work, and employers should check the requirements relevant to the participant's age and circumstances. https://www.gov.uk/maximum-weekly-working-hours

The preparation plan should therefore record the agreed working pattern and should not be used to authorise hours or activities that are not legally permitted.

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FAQs

Does an employer need a risk assessment for work experience?

Employers should assess the risks associated with work experience and take account of the participant's age, lack of experience and unfamiliarity with the workplace. HSE provides specific guidance for employers arranging work experience placements. https://www.hse.gov.uk/young-workers/employer/index.htm

Can a young person use workplace machinery during work experience?

It depends on the equipment, the participant's age and the specific risks involved. Employers should assess the activity carefully and provide appropriate instruction and supervision. Some activities may be unsuitable or subject to additional restrictions for young people. https://www.hse.gov.uk/young-workers/employer/index.htm

Why use HRDocBox for a Work Experience Preparation Plan?

HRDocBox combines deep HR knowledge, practical application and years of experience with real workplace arrangements. The plan brings together learning objectives, supervision, health and safety, support and practical arrangements so that the placement is properly structured before it begins.

Why use HRDocBox rather than asking AI to create the plan?

AI can produce a generic work experience checklist, but a useful placement plan needs to connect learning objectives with supervision, workplace risks, young worker considerations and practical arrangements. HRDocBox combines UK HR knowledge, health and safety guidance and practical workplace experience rather than relying on generic wording.

How much detail should a work experience preparation plan contain?

It should contain enough information for everyone involved to understand what the participant will be doing, who will supervise them, what risks and restrictions apply and what support is available. The level of detail should reflect the participant, workplace and activities involved.

Who should complete the work experience preparation plan?

It is best completed collaboratively by the employer and relevant placement provider, with input from the participant where appropriate. This helps ensure that the placement objectives and practical arrangements are understood before the placement starts.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing induction and onboarding processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

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