Receiving a referral on the way to chartership: ‘Not a race to the finish line, but instead about getting to the start of a marathon’

‘I regret to inform you…’ is true. No assessor enjoys referring candidates. So, let’s dispel any myths about referrals. Assessors genuinely want all candidates to do their best and pass. If nothing else it means they don’t have to draft a report!

But…the APC is not easy, it is a tough standard to achieve for a reason. Not meeting that standard ‘on the day’ is something that happens to quite a few candidates – the stats speak for themselves: around 30% of candidates will be referred.  And this is all that’s happened – the standard required was not met – on the day. 

To be clear then, referral does not equate to FAILURE! It simply means you need a little more time and experience before trying again. 

That’s not to underplay the disappointment of not passing but is to put it in perspective. There may be ‘failures’ along the way, failing to adequately prepare; your support network failing to fulfil their duties; failing to place adequate importance on RICS principles. BUT, even with all these in place you just might not hit the mark during your 60-minute interview.

How then can you deal with a referral?  This can depend on a number of things.  The obvious one of personal deflation – the months and weeks of preparation, practice and revision – all seemingly for nothing. There’s the professional bump in the career progression, delayed promotions, bonuses squandered, possible reliance on job retention and security, peer perception – any number of these will impact how you might ‘feel’ about your lack of successfully passing your APC.

Taking these in turn, the level of personal disappointment will depend on the individual. If you truly believe you put every ounce of effort you could into passing then you will suffer the most. Emotions such as indignation, disbelief, anger, self doubt, incredulity – often all at once – will wash over you. This is of course perfectly understandable and to be expected but, stating this is not, in itself, very helpful.

The key here is to be aware, acutely conscious, that what you are feeling will be raw emotion and is likely to be irrational, or at least not 100% objective. This is not, therefore, the time to make any decisions, whatsoever! Period. Save any decisions until your referral report is published and a period of reflection has passed.

To the candidates who know they didn’t put everything they could into the APC preparation – and they will know in their hearts – the referral is likely to be not unexpected and should be treated as a wake up call to these candidates, take heed!

Once the initial wave of emotions has subsided and some objectivity creeps back is the time to sit down and reflect, preferably with your counsellor. Referral reports are sent about three weeks after the result, thus giving you time to deal with the initial shock and for emotions to stabilise. This is the time to analyse your performance, both in terms of preparation and state of readiness. It is not the subject of this article to discuss appeals but this is the time to consider whether the result was influenced by a failure in the process. 

Be brutally honest with yourself because all a successful appeal does is give you a ‘free shot’ at another interview.  The time and effort required for an appeal is, in all probability, best spent dealing with any shortcomings that may have led to your referral in the first place.

Once you have acknowledged the result – after careful analysis and honest appraisal of the report and performance – it is time to re-engage in the process. By this time, you need to have identified the areas for improvement and put in place a plan (together with your counsellor) towards re-submission.

Bearing in mind submission deadlines, candidates should make sure they have allowed enough time for their preparation – this could be curtailed if you have taken a break to recuperate. Resubmitting the immediate session following your referral is often too soon to be able to address everything. So careful consideration should be made as to whether you should skip an assessment window to make sure you have addressed everything you need to. Remember, it is not a race to a finish line, rather a training build-up to the start of a marathon which, in this case, is your career as a Chartered Surveyor.

“Remember, it is not a race to a finish line, rather a training build-up to the start of a marathon which, in this case, is your career as a Chartered Surveyor.”

You may feel very vulnerable during this period and it is vital that you seek out your support network. LionHeart - Home and Candidate Support - UK and Ireland have a number of webinars and workshops that can help deal with well-being at this time (as well as in general).  Counsellors should be prepared to encourage their candidates; colleagues available to mentor and candidates themselves can apply any number of well documented techniques to bolster self-belief.

To round off, referral is not the end of the world, first time APC referral rates across the board are significant so you are not alone. Recognise and be conscious of how you are feeling and only make decisions once your emotional state is capable of rationale. Seek out your support network and identify them – and this is not just your professional network but those around you who are there and present in positive ways.

And most of all, be kind to yourself – there’s nothing to be gained from beating yourself up. Use that energy but plough it back into your work and studies.

The next letter you receive from RICS will say ‘we are pleased to congratulate you…’

About the author

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Steve Joel-Dicks

BSc, Dip Proj Man, MBA, MAPM, FRICS

Steve has been a Chartered Surveyor since 1993 and started assessing, while based overseas, in 1998, and has been involved in every assessment session since, undergoing chair training in around 2004. Steve’s vast experience of assessments has led to him becoming a prelim reviewer, senior and specialist assessor, an APC Auditor and Appeals Panel member as well as an EQA Auditor for RICS’ apprentice and graduate accreditations. With his own small surveying practice Steve also set up Succeeder Ltd – ‘Coaching Success’, in 2017 to focus on Surveying and APC coaching for candidates together with well-being and motivational training generally and has been a LionHeart trainer for over six years as well as contributing to RICS webinars and podcasts.