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The reporting model

March 10, 2008

The reporting model, like the other templates, is a structured approach to compiling and delivering a training report. The training report is more in-depth than your standard debrief and will cover a series of training sessions. In most cases, reporting will be done a regular basis such as weekly, with a shift cycle or after a set amount of training sessions. Of course for short training courses, this may only be completed once, at the end of the training period.

The model is a seven step process:

  • Gather evidence: This step is similar to the actions in the debrief. The only difference is that in this case, your time period will extend across several training sessions. In particular we are looking for trends and progression indicators.
  • Identify standards and goals: One again, this is similar to the debrief and will also span several training sessions.
  • Compare and compile the report: This is a single step, but will take up most of the trainer’s time. The trainer evaluates steps one and two, identifies problems and strengths, proposes solutions and then structures their arguments in a logical fashion to support their recommendations. I’ll cover this one later in a separate post, explaining the key points and how to go about it simply.
  • Deliver the report: Give the student the report to digest either in advance for them to read or present it to them prior to the debrief. The student will need time to review it and understand it’s contents.
  • Debrief: Discuss the report with the student, explain remedial activities and have the student comment on the training.
  • Invite feed back: Make this a formal part of the process where the student advises you how to improve their training. Use open ended questions and focus on improvement – don’t take it personally but take it and use it. Remember that it takes a lot of effort to criticise someone that you respect.
  • Action and administration: File the report and complete any additional follow up actions that are required (eg log books, time sheets, further preparation etc).

Like most new skills, we will initially struggle with the process as much as the content. Compiling and delivering a training report is no different. It is a skill and must be practised (and stuffed up a couple of times) before we become effective at it. A poorly prepared or delivered report will not get the message across and if the message is being missed, you will question its value. If you begin to challenge its value, this will be evident in the effort that you make.

Remember that this document has the power to influence both the student and management. It affects careers and In some cases it is a legal document that holds the organisation accountable for your actions.

One Comment leave one →
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