Title Page

  • Learning Consultant being observed?

  • Training Session

  • Session Topic

  • Number of learners in session

  • Conducted on

  • Observer/Coach

  • Location

Preparation

  • Preparation: Prepared training content, leader and participant materials, room, and self for the session.

  • Comments:

  • Content Comprehension: Consistently conveyed and reinforced correct session intent. Showed knowledge mastery. Demonstrated skills and behaviors correctly.

  • Comments:

  • Technology: Incorporated and prepared technology tools. Provided clear instructions for setting up and using tools. Avoided preventable technology interruptions.

  • Comments:

Learning Environment

  • Environment: Set professional learning expectations. Created a safe, open and challenging environment focused on learning goals.

  • Comments

  • Partnership: Treated learners with respect. Fostered collaborative learning. Maintained learner self-esteem. Connected with and encouraged learners.

  • Comments

  • Challenge and Support: Effectively challenged learners to grow while maintaining a supportive and productive environment. Provided support and tools. Used technology and gamification elements where appropriate.

  • Comments

  • Classroom Management: Set professional expectations. Hit target time and maintained consistent pace without overlooking critical content. Managed behavior issues and learner concerns and questions.

  • Comments

Business/Channel Acumen

  • Content Focus: Focused session on content with greatest impact to the audience. Clearly conveyed primary session goal and specific learner benefits.

  • Comments:

  • Business Impact: Incorporated business goals and audience-specific metrics. Made ties to business impact, Paycor initiatives and Guiding Principles. Adhered to legal and IP guidelines.

  • Comments:

  • Channel Acumen: Made relevant ties to channel-specific details including priorities, policies, practices and operations, systems, and job roles/responsibilities.

  • Comments:

  • Business Acumen: Made relevant ties to industry- and partner-specific details including emerging trends and priorities, compliance issues, practices and operations, and roles/responsibilities.

  • Comments:

Presentation

  • Body Language: Used effective eye contact, facial expressions, body movements and gestures. Avoided distracting expressions, movements and gestures.

  • Comments:

  • Voice/Tone: Spoke clearly, projected voice, varied pace. Avoided filler words. Used upbeat and flexible approach with personality and style.

  • Comments:

  • Clear Communication: Used clear and consistent terminology. Followed logical content sequence. Made smooth transitions.

  • Comments:

  • Activity Setup: Provided clear setup for activities. Tied activities to session goals/benefits.

  • Comments:

Knowledge Transfer/Retention

  • Learning Support: Used a variety of learning techniques, visual aids and media to engage all learners. Displayed visuals in sync with content.

  • Comments:

  • Context: Helped learners connect content to prior knowledge, experience, and on-the-job application. Made ties to other course sessions. Used relevant examples.

  • Comments:

  • Learning Checks: Regularly tested for knowledge gain and understanding. Challenged learners to think critically and demonstrate new knowledge/skill.

  • Comments:

  • Learning Ownership: Provided autonomy and opportunities for self-discovery. Pulled from learner's experience when possible.

  • Comments:

Facilitation

  • Effective Questions: Asked a variety of purposeful questions (including follow up questions) to set context, draw connections, uncover deeper meanings, and lead to actions. Built engagement by asking individual and group questions.

  • Comments:

  • Discussion: Led discussions toward intended outcomes. Wrapped up when intent was reached. Encouraged learner participation and balanced Trainer talk time.

  • Comments:

  • Active Listening: Used eye contact, acknowledged appropriately, asked for more, attributed and nodded. Did not interrupt learners.

  • Comments:

Feedback and Coaching

  • Feedback: Challenged or shaped content answers when needed. Acknowledged personal contributions without evaluating correctness.

  • Comments:

  • Short Skill Practice: Correctly modeled the skill. Monitored practice. Gave individual and global feedback. Ended practice with successful demonstration.

  • Comments:

  • Basic Coaching: Provided targeted, actionable, and specific feedback. Clearly communicated praises and/or opportunities as well as change in behavior that will correct the skill. Used appropriate feedback model(s).

  • Comments:

  • Performance Coaching: Provided real world challenge to elevate performance levels. Correctly evaluated and addressed gaps in content, skill behaviors, and responses.

  • Comments:

Overall feedback

  • Most impactful successfully demonstrated skill:

  • Self:

  • Lead:

  • Peer:

  • Most impactful missing or weak skill:

  • Self:

  • Lead:

  • Peer:

  • Discussion was held with learning Consultant regarding this observation.

Media

  • Add media

  • Add drawing

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