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Pathway Planner Tool - Gatsby Benchmark 8

Pathway Planner Triage Tool

In 2019-20, Careerpilot based at the University of Bath, secured funding from the national Careers and Enterprise Company Investment Fund for Personal Guidance (Gatsby 8) to pilot a new approach to Personal Guidance.

The Careerpilot Pathway Planner (PP) is a model and online tool,  which provide effective, efficient and targeted personal guidance to meet the individual needs of young people, using triage and a whole-school, integrated approach.. 

The Pathway Planner helps careers leaders/SLT use data to identify the guidance needs of students – at three levels, saving staff time and ensuring students get the guidance they need. 

Piloted with 360 Y11 students and 240 Y12 students across 6 schools in 2019-20, the PP is now available to other schools/colleges to use. Over 100 schools and 5 colleges are now using the PP to triage guidance needs and to record interventions, actions and progression destinations (charges applies - see below).

The Pathway Planner Model

The Pathway Planner Model involves 3 distinct stages:

1. Students have a 1 hour structured, online, pre guidance session that informs them about their future options and enables them to explore those of interest to them on Careerpilot. Interactive resources and a video have been developed to help teachers deliver this session. At the end of the pre-guidance session students complete the Pathway Planner quiz, which is accessed through their Careerpilot account (within Career Tools). This asks them which pathways they are interested in and they complete 'quiz' questions to see how ready they are for their pathway. Students are given a red, amber, green score for each pathway and a pop-up to tell them they will all be getting a guidance session.

2. The Careers Adviser/Career Leader can then view a report of the pathways students are interested in and see the 'red, amber, green' score showing how ready students are for each pathway. This information can be used, alongside other available school information, to offer three levels of guidance according to student need. All sessions can be booked and recorded within the Reporting Zone section of Careerpilot.

3. Follow up takes place about 4 weeks after guidance. This could be completed by a tutor/mentor or member of the pastoral team - in 5 minutes to check that the student is on track (asking three set questions). 

Both staff and students can view a 'timeline' showing triage quiz results by dates and all careers guidance interventions. This enables students to see their progression as they move to being well prepared for their chosen pathways and for schools to evidence their interventions and the impact.

The Pathway Planner process can support schools in meeting Gatsby 3 and Gatsby 8.

More information available through a FREE webinar:

To find out more sign up to a free 'Introduction to the Pathway Planner' webinar where a member of the Careerpilot team will explain the Pathway Planner in more detail, how it has been used in the 6 pilot schools to date and how you can sign up to use it.

Webinar Dates:

For those who would like to find out about the triage model and tool that can be used to target guidance according to need.

  • Tuesday 13th September 3.30-4.15pm
  • Tuesday 11th October  3.30-4.15pm
  • Wednesday 23rd November 3.30-4.15pm

To book onto this session click here:

Evidence of Impact

Please see a research report completed as part of the pilot in 2019-20.

Please see case studies from each pilot school about an aspect of implementation with 'top tips' to help other schools.

Please see data from surveys conducted through the pilot and students’ feedback about the project.

Costs to schools/colleges wishing to access the Careerpilot Pathway Planner

If you would like to sign up to use the Pathway Planner model and tools the cost will be £250 per annum (if you sign up in 2021-22). 

Please note you will need access to Careerpilot to use the Pathway Planner - which is free to schools and colleges in the following Uni Connect areas - Future Quest, Study Higher, GROWS, WIN and Next Steps SW. Schools and colleges outside these areas will need to pay an annual subscription to access Careerpilot and can add the Pathway Planner to their subscription.

There is also a college version available. The cost for access to this will be £400 per annum (if you sign up in 2021-22) if you are from the 5 Uni Connect areas of the South of England mentioned aboveColleges outside these area will also need to pay an annual subscription to Careerpilot.

The Pathway Planner subscription costs includes the following:

Access to all of the following resources to help you use the Pathway Planner effectively:

  • Training to explain good practice use and set-up (compulsory), and ongoing support through drop-in clinics and other training events;
  • Lesson Plans, structured presentations (including a recorded video lesson) for pre-guidance/option session, to help staff deliver;
  • Access to the electronic Pathway Planner Triage Tool that students use through the existing Careerpilot site;
  • Access to the Pathway Planner reports in the Reporting Zone (DSA required) - which can all be downloaded into Excel;
  • Membership of a Pathway Planner user group to encourage collaboration and development of models and tools.

To sign up to access the Pathway Planner for 2022-23, follow this link to complete the registration form, book training and indicate how you would like to pay.

For more information on the Pathway Planner please contact us: