1. Know the roles and responsibilities of a Stage 3 Trail Leader |
1.1 Identify the risk management procedure for mounting and preparing a large group to leave the yard |
- Group of more than six riders
- Identify potential hazards or situations
- Order of horses to mount
- Positioning of horses pre and post mounting
- Organising the order once all group have mounted
- Leaving the yard
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Discussion |
1.2 Identify different methods for booking clients and allocating horses |
- Workload
- Weight carrying ability
- Telephone bookings
- Email
- In person
- Regular customers
- Horse hours
- Use of horse profiles
- Review the allocation of horses to riders and take corrective action where necessary
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Discussion |
1.3 Describe strategies for dealing with customer concerns |
- Customer complaint procedures
- How to diffuse situations
- How and where to record incidents and complaints
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Discussion |
1.4 Identify payment methods and methods of recording |
- Payment methods – BACS, cash, cheque, cards, vouchers
- Recording payments – ledger control, cash book, online services
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Discussion |
1.5 Summarise ways to support staff |
- Identify the need for daily yard routines and staff allocation of horses
- Communicate to staff the importance of dealing positively with clients
- Staff training and development opportunities
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Discussion |
1.6 Discuss the importance of effective communication skills |
- Clients and staff
- Landowners, public, others
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Discussion |
2. Be able to plan an extended ride with a duration of more than four hours |
2.1 Complete a risk assessment |
- Template provided on the day
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Observation, Discussion |
2.2 Prepare a route using a map |
- Ordnance Survey map
- Due consideration for footpaths, roads, terrain
- Variation of routes for different rider ability levels
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Observation, Discussion |
2.3 Explain how to organise breaks |
Short breaks, lunch and overnight stop; could include reference to:
- Proximity of facilities
- Shelter
- Water/feed for horses
- Weather considerations
- Securing horses
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Discussion |
2.4 Describe how to manage a horse that becomes ill or lame on a ride |
- Contact relevant professional as required
- Methods of contact (mobile/radio)
- Kit to carry (first aid kit horse and human)
- Apply relevant first aid procedure
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Discussion |
2.5 Describe how to manage a rider who becomes unfit to continue |
- Contact relevant professional as required
- Apply relevant first aid procedure
- Looking after the rest of the ride
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Discussion |
2.6 Outline how the varying terrain and conditions may affect the horses |
- Heat
- Cold
- Rain
- Deep going
- Hills
- Rider level
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Discussion |
3. Lead a ride with a dismounted break |
3.1 Follow a designated route |
- Determine suitable paces for riders, horses, conditions and terrain
- Advise riders how to deal with the environment, terrain and hazards as appropriate
- Correct application of Highway Code and Countryside Code
- Awareness of others and surroundings
- Changing position in ride appropriately
- Manage other staff appropriately
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Coach Endorsement |
3.2 Manage a dismounted break |
- Suitability of chosen location and timing of break within the ride
- Dismounting of riders
- Securing of horses
- Care of horses (water/feed)
- Care of riders
- Care of staff
- Suitable length of break for horses and riders
- Mounting of riders
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Coach Endorsement |
4. Be able to prepare a group of riders for an extended ride |
4.1 Advise riders how to maintain balance, control and confidence whilst riding |
A group of three riders:
- Walk
- Trot
- Canter
- Faster work
- Negotiating obstacles
- Managing a whip if required
- Control of horse
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Observation, Discussion |
4.2 Communicate areas for improvement |
- Length of stirrups
- Rider position (sitting in the saddle and adopting a forward position)
- Bridging the reins
- Rider aids
- Improving reactions of the horse to the rider aids
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Observation |
4.3 Demonstrate appropriate technical knowledge |
- Risk assessment
- Assessing the riders
- Riding position
- Influence over the horse
- Handling the horse
- Progression of session
- Make corrections/adaptations as appropriate
- Correct use of terms and explanations
- Brief riders on route and plans for breaks
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Observation, Discussion |
5. Be able to train an escort to ride and lead another rider |
5.1 Produce a session plan |
- Risk assessment
- Introduction
- Warm up
- Main session content
- Cool down
- Debrief
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Observation, Discussion |
5.2 Deliver a session |
- Demonstrate appropriate technical skills and knowledge
- Describe common issues when riding and leading (potential hazards, varying terrain, environment, horse pairing)
- Rider position
- Rider confidence
- Progression of lesson
- Make corrections/suggestions as appropriate
- Riding with reins in one hand
- Positioning when mounting
- Positioning when leading
- How to lead another horse and rider
- Transitions and turns
- Application of training to riding out
- Positioning when dismounting
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Observation |
5.3 Demonstrate regard for safety |
- Suitable session for needs of horse and rider
- Session adapted if required to maintain safety of rider and horse
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Observation, Discussion |
5.4 Demonstrate training skills |
- Communication
- Check the learning process
- Feedback to trainee
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Observation |
6. Be able to train others to escort a ride |
6.1 Produce a session plan |
- Risk assessment
- Introduction
- Warm up
- Main session content
- Cool down
- Debrief
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Coach Endorsement |
6.2 Deliver a session during a ride out |
Training session in any of the below topics:
- Checking tack and rider attire
- Mounting riders
- Assessing riders
- Horse suitability
- Environment on ride
- Rider confidence
- Riding with the reins in one hand
- Positioning when escorting a ride
- Negotiating hazards
- Dismount riders
- Aftercare of horses and riders
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Coach Endorsement |
6.3 Demonstrate training skills |
- Communication
- Check the learning process
- Feedback to trainee
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Coach Endorsement |
7. Be able to assess a horse’s suitability for trekking |
7.1 Ride a horse to assess its suitability |
- Environment
- Horse conformation and composition
- Temperament and sex of horse
- Paces
- Rhythm
- Response to leg aids (forward and to the side)
- Response to hand aids and control
- Neck-reining
- Comfort and suppleness
- Working the horse in all three paces in company
- Lengthen and shorten horse’s stride
- Transitions between paces
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Observation, Discussion |
8. Evaluate own performance |
8.1 Carry out a self-evaluation of performance |
- Strengths
- Areas for improvement
- Planning
- Communication skills
- Self-management skills
- Feedback and instruction provided to riders
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Discussion |