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LEAD Guidance Document 1. Introduction and Purpose

Training Matrix

LEAD Guidance Document 4. Training

Retrofit Advisors (RAds) will be expected to log their training in a manor which is similar to the example provided below. Training Log: A full version of the document can be found here: Training Spreadsheet    Please note:  this log is a li...

Job Roles

LEAD Guidance Document 3. Job Roles and Process Management

Summary The table below lays out the various key delivery roles and their basic purpose. As relevant reference is made back to the customer journey above; and the Appendix number provided for the more detailed info including role description, qualifications a...

Process Management - Phase 1

LEAD Guidance Document 3. Job Roles and Process Management

Summary Phase 1 Process: Identify & qualify lead Book pre-visit with customer Home visit completed by RAd Report & advise delivered to customer  1. Retrofit Advisor & Home Visit  The RA'd is responsible for carrying out the home visit of the property...

Glossary

LEAD Guidance Document 9. Glossary

  AABC  The Register of Architects Accredited in Building Conservation (AABC) exists for the benefit of clients and the structures they are responsible for. AABC is an independent accreditation body established in 1999 for and by skille...

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LEAD Guidance Document 3. Job Roles and Process Management

Proving competence

LEAD Guidance Document 4. Training

This guidance document should be followed in relation to  every type of work and every trade and service offered by each organisation in the Consortium.  This should be in addition to compliance with any relevant technical and professional standards .   Bel...

Pre-visit telephone questionnaire template

LEAD Guidance Document 10. Templates

Below is a template for a pre-visit questionnaire that can be done over the phone.  Whilst all LEAD home visit should bepreced with some background research, some organisations and Retrofit Advisor may prefer to capture contained in this form during the visit ...