Toolkits/Forms

This isn't a training module as such but an additional resource that can be used to support practical simulation exercises where the trainer or other participants fulfil the role of observer.

The Observer's Feedback Sheet contains a list of positive indicators in the left hand column and some less positive indicators in the central column. Observers simply tick the boxes for the behaviours they observe and jot down examples, making effective feedback easy and powerful.

This performance appraisal toolkit has been developed by Glasstap and covers objective setting, behaviour/skills analysis and training and development planning. It offers invaluable assistance to managers and other staff, helping them undertake successful performance reviews.

All templates necessary to introduce an effective and comprehensive performance appraisal system based on partnership and communication are included and there is even a case study to show how the process and forms work in practice. Forms are included in pdf format, with some in Word format to facilitate on-screen completion.

The toolkit also includes a generic set of behaviours and behaviour indicators for those organisations that don’t currently have their own set of behaviours or competencies.

This toolkit complements the TNA toolkit, also available from this site.

Within a few days of completing any formal training, participants should be de-briefed. This de-brief serves several important purposes:

1) It provides an opportunity to review the learning and thus aid retention.
2) It enables the individual and line manager to plan how they will ensure the learning is implemented in the workplace.
3) It enables the individual and line manager to review the training and prepare some initial feedback for the training provider.

This form provides a checklist for managers to follow and a form that can be used to record and monitor actions agreed as a result of the training.

This is a lengthy pre-coaching questionnaire, provided for Trainers' Library members by Clare Forrest. It can be used to identify key priorities, and can even be adapted to enable the evaluation of coaching.

Note: This checklist covers a broad spectrum of areas that a professional life coach might be able to help with. Inexperienced coaches will probably want to restrict the checklist so that it covers specific work related issues. When deciding what to leave in the checklist, we'd recommend that if in doubt, you leave it out.

All participants should be briefed before attending any formal training. This is important because it helps to establish expectations (both the line manager’s and the individual’s) and to clarify learning objectives. It really does help those providing the training if the individual has a clear idea of what they want to achieve from it.

This form provides a checklist for managers to follow and a form that can be used to record key points from the pre-training brief, including learning objectives.

This toolkit explains how to motivate a sales team through effective targeting.

It includes ideas for motivating not only the top 20% of performers through incentives, but also the steady performers who are also important to your business.

The toolkit provides ideas on how to achieve balanced targets that ensure results that benefit the business.

Like our other toolkits, the TNA toolkit provides an innovative and comprehensive solution to a challenge faced by trainers and line managers - this one deals with the Training Needs Analysis.

The clear guidelines take you step by step through a structured process that helps you identify the skills required within your business, its teams and individual roles. It shows you how to assess current skill levels, identify gaps and plan training activity to meet the identified needs. The toolkit is designed to assess training needs across people, computer and technical skills. To help you assess people skills objectively, it even includes a generic list of people skills and behavioural indicators.

In short, this toolkit helps to make one of the hardest of training management tasks easy, efficient and effective.

Responding to customer requests, here's a suggested validation form to use at the end of your workshop/course.