Saturday, December 29, 2012

Observe and Evaluate

You may have worked somewhere that used a four step process to train.  The reason that I have made it three steps is that when you are having the trainee perform the task or job - you are observing how they do and evaluating them at the same time. You should have some kind of certification form or document to note that the training is done and to make comments on their performance.  Depending on the task - you will either correct them as they are doing the task or you will wait till they are done and then review with them.  If what they are doing wrong could cause injury or any safety or security risk - you should stop them and correct them on the spot.  If it is not a safety or security risk - you may want to wait till they are done and then review with them how they did - making sure to point out any steps they missed.  This needs to be done in a timely manner - right after you have observed them. If you wait too long - they may forget what they did wrong and it won't have as much impact on their continued performance.

Observe the employee completing the job or task that they were taught - take notes - let them know how they did - make corrections.  Recognize successes!  Making a big deal out of something they did right will really stick with them!

I recommend that you put together - as part of your training system - a form or checklist on which you can document the completion of each of the steps of training. We will go into more detail on that in future posts.

Let's review what we have covered so far!


  1. Create a training system/plan/program
  2. Consider the 3 steps to effective training in your plan
    1. Plan for training
    2. Teach the information/task/job
    3. Observe the person doing the task/Evaluate their performance
The next steps will be to talk in more detail about how to build that training plan!




Training is not a one - time event - it is an ongoing journey...Learn it...Live it...Pass it on!

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