Facilitation Peer Review

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Facilitator Name

  Sign

• Facilitator level

  P

  1

  2

  3

• Reviewer Name

  Sign

• Course

  Select COL TPE TSE LMR HPM SSTLS SS MHP

  • COL
  • TPE
  • TSE
  • LMR
  • HPM
  • SSTLS
  • SS
  • MHP

• State

  Select NSW QLD ACT WA SA VIC NT TAS NZ

  • NSW
  • QLD
  • ACT
  • WA
  • SA
  • VIC
  • NT
  • TAS
  • NZ

• Workshop Date

  Date

• Prior Review Date

  Date

SECTION 1: SELF EVALUATION OBSERVATIONS

• EVALUATION SCALE: Not Applicable/Not Demonstrated (NA/ND) Needs Improvement (NI) Meets Standard (MS) Exceeds Standard (ES)

Part A - Evaluation of the LMA process

• Pre-workshop set-up & preparation

  NA/ND

  NI

  MS

  ES

• Welcome, Opening, Introductions

  NA/ND

  NI

  MS

  ES

• Utilization of Point Maker - Debrief and Application

  NA/ND

  NI

  MS

  ES

• Utilization of Focus Goals

  NA/ND

  NI

  MS

  ES

• Wins for the period?

  NA/ND

  NI

  MS

  ES

• Win/Win Goal Discussion

  NA/ND

  NI

  MS

  ES

• Discussion: 'Best Ideas' - Application & Action (FAA Questions)

  NA/ND

  NI

  MS

  ES

• Additional discussion of Module Content / Learning Concepts

  NA/ND

  NI

  MS

  ES

• Utilisation: Plan of Action (Management Tools)

  NA/ND

  NI

  MS

  ES

• Discussion: win/win agreement goals (WWAGs)

  NA/ND

  NI

  MS

  ES

• Setting of new Assignments/Course Reviews

  NA/ND

  NI

  MS

  ES

• Workshop or Special Activities

  NA/ND

  NI

  MS

  ES

• Case Study

  NA/ND

  NI

  MS

  ES

• Project Management (COL/MHP)

  NA/ND

  NI

  MS

  ES

• Pace/Flow of Workshop - Timeliness of completion of workshop activities

  NA/ND

  NI

  MS

  ES

• Ability to direct workshop content and apply leaders guide

  NA/ND

  NI

  MS

  ES

Part B - Key Observations of Facilitation Delivery (style & technique)

• EVALUATION SCALE: Not Applicable/Not Demonstrated (NA/ND) Needs Improvement (NI) Meets Standard (MS) Exceeds Standard (ES)

• Enthusiasm and motivation level of Facilitator

• Use of tone of voice

  NA/ND

  NI

  MS

  ES

• Use of body language

  NA/ND

  NI

  MS

  ES

• Use of whiteboard

  NA/ND

  NI

  MS

  ES

• Use of handouts

  NA/ND

  NI

  MS

  ES

• Use of LMA Posters

  NA/ND

  NI

  MS

  ES

• Group Interaction and dynamics

• Ability to 'build' discussion

  NA/ND

  NI

  MS

  ES

• Ability to involve participants (including utilisation of workgroups)

  NA/ND

  NI

  MS

  ES

• Use of change of state

  NA/ND

  NI

  MS

  ES

• Effectiveness of communication

• Listening

  NA/ND

  NI

  MS

  ES

• Questioning

  NA/ND

  NI

  MS

  ES

• Acknowledging

  NA/ND

  NI

  MS

  ES

• Challenging

  NA/ND

  NI

  MS

  ES

• Awareness/identification of opportunities to introduce or refer potential re-sales/other product/assessments etc

  NA/ND

  NI

  MS

  ES

• Personal insights & areas to focus on

• Personal Facilitation Goals

SECTION 2: PEER REVIEWER OBSERVATIONS

• EVALUATION SCALE: Not Applicable/Not Demonstrated (NA/ND) Needs Improvement (NI) Meets Standard (MS) Exceeds Standard (ES)

Part A - Evaluation of the LMA process

• Pre-workshop set-up & preparation

  NA/ND

  NI

  MS

  ES

• Add media

  Media

• Reviewer's Comments

• Welcome, Opening, Introductions

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Utilization of Point Maker - Debrief and Application

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Utilization of Focus Goals

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Wins for the period?

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Win/Win Goal Discussion

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Discussion: 'Best Ideas' - Application & Action (FAA Questions)

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Additional discussion of Module Content / Learning Concepts

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Utilisation: Plan of Action (Management Tools)

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Discussion: win/win agreement goals (WWAGs)

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Setting of new Assignments/Course Reviews

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Workshop or Special Activities

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Case Study

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Project Management (COL/MHP)

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Pace/Flow of Workshop - Timeliness of completion of workshop activities

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Ability to direct workshop content and apply leaders guide

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

Overall Rating to LMA Process

• EVALUATION SCALE: Not Applicable/Not Demonstrated (NA/ND) Needs Improvement (NI) Meets Standard (MS) Exceeds Standard (ES)

• Follows Leaders Guide format including optimal use of point makers & experiential activities

  NA/ND

  NI

  MS

  ES

• Has a current copy or advises when Leaders Guide was last reviewed

  NA/ND

  NI

  MS

  ES

• Aligns with LMA values, walk-the-talk, demonstration of quality in presentations

  NA/ND

  NI

  MS

  ES

• Reviewer comments on LMA process

Part B - Key Observations of Facilitation Delivery (style & technique)

• EVALUATION SCALE: Not Applicable/Not Demonstrated (NA/ND) Needs Improvement (NI) Meets Standard (MS) Exceeds Standard (ES)

• Enthusiasm and motivation level of Facilitator

• Reviewer's Comments

• Use of tone of voice

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Use of body language

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Use of whiteboard

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Use of handouts

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Use of LMA Posters

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Group Interaction and dynamics

• Reviewer's Comments

• Ability to 'build' discussion

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Ability to involve participants (including utilisation of workgroups)

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Use of change of state

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Effectiveness of communication

• Reviewer's Comments

• Listening

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Questioning

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Acknowledging

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Challenging

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• Awareness/identification of opportunities to introduce or refer potential re-sales/other product/assessments etc

  NA/ND

  NI

  MS

  ES

• Reviewer's Comments

• OBSERVER'S COMMENTS (Peer Facilitator)

Review

• Reviewer to ask the Facilitator to talk about which LMA value stands out for you as a facilitator?

• Key Issues discussed with the Facilitator

• Facilitator responses regarding any issues discussed

• Are there any issues that need to be addressed by the DQT forum (eg resource material, Leaders's Guide, FBOL & assessment process)

• Review & discuss SMART goals from previous peer review

Action

• SMART goal/s identified from the evaluation

• Target date

  Date