Enable individuals to access referral opportunities

Business Sectors (Suites): Career Development
Developed by: CLD Standards Council Scotland
Approved on: 28 Jun 2021


This standard is for career development practitioners.

This standard is about how to support individuals to access referral opportunities and how to ensure that referrals have a positive impact on their career development.

Performance criteria

You must be able to:

  1. recommend referrals to individuals which best meet their needs and for which they are eligible
  2. help individuals define their expectations of referral opportunities
  3. provide individuals with sufficient information and time for reflection when committing to referrals
  4. support individuals to follow up suitable referral opportunities
  5. establish effective partnerships with others to optimise referral opportunities and channels for handover feedback
  6. recognise and respect the roles and responsibilities of others in the referral process
  7. seek feedback from individuals and, where appropriate, others on referrals made
  8. record and follow up referrals in line with organisational requirements
  9. evaluate the impact of referrals and plan improvements as required
  10. act in ways that adhere to the ethical practice required within your organisation or profession
  11. challenge any prejudice, use of stereotypes, discrimination and unethical or oppressive behaviour
  12. encourage individual autonomy in the career development process
  13. promote inclusivity, diversity and equality of opportunity
  14. maintain confidentiality and security of individual information that meets relevant legal requirements and organisational policies
  15. demonstrate understanding of legal requirements, local procedures and own accountability for safeguarding young people and vulnerable adults

Knowledge and Understanding

You need to know and understand:

  1. legal, organisational and policy requirements relevant to your role and the activities being carried out
  2. relevant ethical principles and codes of professional ethical practice and the consequences of not adhering to them
  3. the boundaries and limits of own professional expertise
  4. the boundaries of confidentiality, when it is appropriate to disclose confidential information to others and the processes required
  5. measures to safeguard young people and vulnerable adults

  6. barriers that individuals may face for which they may need specialist support

  7. appropriate sources of specialist support within and outside the organisation to meet the specific needs of individuals
  8. relevant local, regional, national and international organisations within the public, private and voluntary sectors that it may be appropriate to refer individuals to
  9. the potential of technology to improve delivery and how to overcome any limitations it presents

  10. eligibility criteria and decision-making processes of the individuals and organisations you are referring individuals to

  11. when it is appropriate to share information with others

  12. how to identify the nature and level of support individuals require from the services to which you are referring them
  13. ways to approach individuals about referral needs whilst respecting their values, rights and privacy
  14. how to empower individuals to enable them to access services from other individuals or organisations
  15. how to analyse and reflect on referral activities using participants' feedback and recorded outcomes.
  16. how to encourage individuals' ownership of the career development process


Scope Performance

Scope Knowledge






Hardware (devices/kit) and online methods/tools/apps which can be used in the delivery and assessment of learning programmes.

Links To Other NOS

External Links

Version Number


Indicative Review Date

31 Mar 2026





Originating Organisation


Original URN


Relevant Occupations

Education and Training, Executive Coach, Functional Managers, Helpline Workers, HR Staff, Learning Mentor, Managers and Leaders with responsibility for interagency working, Personnel, Training and Industrial Relations Managers , Professional Occupations, Research Professionals, Teaching Professionals, Careers Advisers and Vocational Guidance Specialists, Line Managers, Supervisors and Team Leaders

SOC Code



advice, aspiration, career, client-centred, development, education, employment, equality, ethical, goals, group, individual, information, labour market, learn, motivation, needs, network, objective, partnership, plan, practice, refer, reflect, theory