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The SCORE Card

April 3, 2008

Typically a new trainer will want to do things ‘their way’ so as to utilise their own strengths but effective trainers realise that the best course of action is to initially follow the lead of the previous trainer and not ‘rock the boat’ straight away. This allows the student to adjust to the new training conditions at a slower rate (less stress) and gives the trainer time to assess the student themselves and build the relationship before implementing any major changes.

The SCORE card is a hand-over template that the outgoing trainer completes to give the incoming trainer information on how to take over the training with the least disruption to the student.

The template

There are five parts to the template:

  • Status,
  • Current progress,
  • Outstanding assignments,
  • Recent successes and failures, and
  • Expected next.

Status: List the student’s main strengths and weaknesses as well as current training strategies to accentuate or mitigate these. What other strategies have been tried, which were effective and what failed? Is the documentation and administration up to date? How is the student throughout the process – confident, unsure, uncaring etc?

Current progress:
list the current short to medium term goals and describe any progress that the student has made toward these. Identify exactly where along the training plan they are and what is being done to maintain or remedy the progress?

Outstanding assignments:
List any homework or additional exercises given with due dates and any follow up activities. What remedial activities are in use or about to be introduced to the student’s training?

Recent Successes and Failures:
List these, identifying any trends or anomalies. This information is used to assist assessment of current progress and will help the new trainer evaluate how much they will need to motivate the student. Don’t forget to include any assignments or activities away form the workplace.

Expected next: What are you going to do next? What is the next new topic or skill that will be introduced to the student? What resources have been lined up and who were you coordinating these with? Are there any resource “choke points” that you were avoiding? When are any assessments due?

The more information in this brief, the better. It is far easier to filter out the useless than it is to fill in the blanks and feel free to include any additional information that affects the training (such as student planned absences, training downtimes etc).

This is not intended to replace the hand-over / take-over component and should include an opportunity to elaborate on points or a Q&A session for the incoming trainer. However, most of us recognise that with shift-work, outsourcing and the requirement for organisations to respond quickly to demands, the opportunity to have the two trainers meet may not be available. This template provides a ‘band aid’ solution to not being able to complete a full handover and under these circumstances, any information is better then none.

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