Stage 4 Unit 2 Senior Management Syllabus | The British Horse Society

Stage 4 Senior Management

*Where the assessment method states ‘trainer endorsement’, the criteria is required to be signed off in the Skills Record prior to the assessment day. On the assessment day, the learner will be assessed in detail on one or more assessment criteria through a ‘viva’ process with the assessor to clarify competence.

If a learner fails the ‘viva’ assessment, they’ll be required to be reassessed against the full Learning Outcome and assessment criteria.

Learning Outcome	Assessment Criteria	Guidance on the Content to be Learnt During Training and Sampled During Assessment	Assessment Method
1. Understand the importance of customer care	1.1 Compare different booking methods for equestrian businesses	Booking methods: Online systems including applications Paper based	Trainer endorsement*
	1.2 Justify the allocation of resources in a range of situations	Range = 2 or more. Situations may include: Riding lessons horse to client, workloads Arenas Staff workloads Allocation of horses/coaches Balancing liveries use and riding school clients	Trainer endorsement*
	1.3 Evaluate a range of factors that contribute to successful customer care	Range = 3 or more. Factors may include: ‘Shop front’ process - outward facing customer care Helpful language Time to help Making the client feel important How to handle challenging and emergency situations Maintaining the need for confidentiality and client contact	Trainer endorsement*
	1.4 Compare the benefits of different membership schemes for clients	Membership schemes to include: BHS membership options Discipline – Member Bodies Pony Club Other	Trainer endorsement*
2. Be able to use interpersonal skills	2.1 Evaluate own interpersonal skills	Interpersonal skills to include: Setting realistic objectives, priorities and standards Reflect on own learning and progress Use of both verbal and non-verbal forms of communication Listening as an aid to meaningful communication, a two-way process	Discussion and trainer/employer endorsement*
	2.2 Demonstrate effective verbal communication in a range of situations	Verbal communication to include tone and volume of voice. Range = 2 or more. Situations may include: Communication between different individuals and groups for example; co-workers, managers, junior staff, employees, customers, clients, visiting coaches/trainers, speakers Different contexts including training sessions, presentations, group meetings, performance appraisals, one-on-one discussions, interviews, disciplinary sessions	Observation and trainer/employer endorsement*
	2.3 Demonstrate effective non-verbal communication in a range of situations	Range = 2 or more. Non-verbal communication to include: Gestures displayed through body language and physical distance between the communicators Body movements for example; hand gestures, nodding or shaking the head Posture for example; how you stand or sit, whether your arms are crossed Eye contact Closeness or personal space Facial expressions (smiling, frowning, blinking) Situations may include: Communication between different individuals and groups for example; co-workers, managers, junior staff, employees, customers, clients, visiting coaches/trainers, speakers Different contexts including training sessions, presentations, group meetings, performance appraisals, one-on-one discussions, interviews, disciplinary sessions	Observation and trainer/employer endorsement*
	2.4 Demonstrate effective listening skills	Listening skills may include: Informational Listening (listening to learn) Critical Listening (listening to evaluate and analyse) Empathetic Listening (listening to understand feeling and emotion), with consideration and awareness of mental health	Observation and trainer/employer endorsement*
	2.5 Demonstrate effective negotiation skills	Negotiation skills to include: Listening actively to the other party - involving the ability to read body language as well as verbal communication Respond appropriately Ability to influence others Ability to compromise	Observation and trainer/employer endorsement*
	2.6 Demonstrate effective decision making skills	May include: Goals - working to achieve set objectives Problem solving Learning to make correct choices from seeing, listening and doing	Observation and trainer/employer endorsement*
3. Be able to manage staff	3.1 Evaluate different ways of employing staff	Include contracts of employment and their content, including social media clauses. Ways of employing staff to include: Sub-contractors Part time/full time/volunteers Visiting lecturers Zero hours Apprentices Self-employed	Trainer endorsement*
	3.2 Explain the purpose and process of staff development	Staff development to include: Use of appraisals Criteria for assessment Performance review Action plans Continual Professional Development (CPD) Dealing with concerns, for example; grievance, disciplinary	Trainer endorsement*
	3.3 Produce training plans to develop staff	Training plans to include: Target setting Identifying training needs against job role Short (one month), medium (six months) and long term (one year) aims	Trainer endorsement*
4. Understand requirements for self-employment	4.1 Explain the specific requirements of a self-employed coach	Requirements to include: Insurance Vehicles Riding school license if using your own horses Planning permission if on your own premises Health and safety	Trainer endorsement*
	4.2 Compare the benefits of different membership schemes for self-employed coaches	Membership schemes may include: BHS Accredited Professional Coach Discipline – British Equestrian Member Bodies British Grooms Association Other	Trainer endorsement*
	4.3 Explain the benefits of Continued Professional Development for a self-employed coach	To include: Assessing own performance Target setting Identifying need against job role Type of CPD available	Trainer endorsement*
5. Understand the roles and responsibilities of a yard manager	5.1 Explain the requirements of relevant legislation and your responsibilities	Relevant legislation to include: Animal Welfare license Planning permission regulations for business use Stable yard risk assessment Fire risk assessment requirements Data protection legislation Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR) Control of Substances Hazardous to Health (COSHH) Safeguarding Equality, diversity and inclusion Health and safety legislation Responsibilities to include: Horse welfare Social License to operate Promote equestrianism in a positive way Management and training of employees	Trainer endorsement*
	5.2 Explain the purpose of different types of insurance	Types of Insurance: Public liability Employers liability Horse insurance Vehicles and buildings	Trainer endorsement*
6. Understand financial requirements for an equestrian business	6.1 Evaluate pricing methods	Pricing methods to include: Different pricing structures Peak/off peak Pricing of services such as liveries, facility hire, competition Special rates Importance of overheads	Discussion
	6.2 Evaluate a range of methods of payment	Range = 2 or more. To include: Debit and credit cards Cash Cheque Automatic bank transfers Online payment Recording payment Advance payments Cancellation policy	Discussion
	6.3 Explain a range of accounting requirements	Range = 2 or more. Accounting requirements to include: Information an accountant needs Invoices Receipts Profit and loss Business viability Business plans Financial year Accountant interaction Online tax payments Personal/business allowance	Discussion
	6.4 Explain how to manage business costs	Costs to include management of both fixed and variable costs. Fixed costs (largely unmanageable) Rent Business Rates Licences Insurance Depreciation Variable costs (manageable) Utilities (gas, water, electric, sewage etc.) Stock Feed Professionals Wages and salaries Tack Maintenance Equipment Expenses	Discussion
	6.5 Explain pay requirements for a business	Pay requirements to include: Minimum/living wage Apprenticeship wage Maternity Sick pay Pension Redundancy	Discussion
7. Understand record keeping requirements for an equestrian business	7.1 Explain records kept	Records may include: Horse health records Client records Riding records/progress/review	Trainer endorsement*
	7.2 Explain how business information is stored	Information may include: Health and Safety (risk assessments, accident reporting, first aiders) Employee records (contracts, bank details, emergency details, appraisals) Financial records Client records Conflict of interest paperwork Storage requirements may include: Filing requirements Hard copy versus electronic Confidentiality Data protection legislation	Trainer endorsement*
8. Understand different marketing opportunities	8.1 Evaluate different types of marketing	Types of marketing to include: Using market research Advertising (digital, press) Electronic communication Social media Open days	Discussion
	8.2 Justify different marketing campaigns	Different = at least 2 to be justified. Justification to include: Choices of marketing types How to record success	Discussion
9. Understand how to manage a yard	9.1 Compare the benefits of different types of approval schemes for businesses	Types of approval schemes to include reference to quality assurance systems provided by scheme. To include: The British Horse Society (BHS) The Association of British Riding Schools, Livery Yards and Equestrian Centres (ABRS+) The Pony Club (PCUK) Riding for the Disabled Association (RDA) Others	Trainer endorsement*
	9.2 Explain working relationships with a range of associated professionals	Range = 3 or more. Associated professionals to include qualified and licensed: Farrier Vet Feed/Forage merchants Equine dental technician Physiotherapist Saddle fitter	Trainer endorsement*
	9.3 Explain how to maintain facilities	Facilities may include: Yards Stables Arenas Store and ancillary building Fencing Cross country course	Trainer endorsement*
	9.4 Evaluate a range of security procedures on the yard	Range = 3 or more. Security procedures may include: Alarms CCTV Sensor lights Security patrol Effective access security	Trainer endorsement*
10. Understand how to manage grassland	10.1 Analyse annual grassland maintenance programmes	Grassland maintenance programmes to include: Topping Harrowing Rolling Fertilizing Spraying Over sowing Weed control Fencing including electric Shelter Water Gateways Stocking rate Removal of droppings Soil analysis Drainage	Discussion

Stage 4 Senior Management Syllabus

Stage 4 Senior Management