TrainingXLSX
Learner assessment
Assess learner performance using evidence and stated criteria.
Trainer or training providerEstimated time: 25 minutesVersion: 1.0
How to use
1. Share the task and criteria before assessment. 2. Record evidence for each criterion. 3. Separate observations from broad judgments. 4. Agree a follow-up improvement action.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Learner: Shady Ibrahim Task: Prepare a customer follow-up plan Criterion 1: Clear next action Evidence 1: Call scheduled within two days Criterion 2: Named owner and due date Evidence 2: Named account owner and follow-up date Assessment outcome: Needs to improve note recording Feedback: Record the customer agreement clearly Next action: Repeat the task after practice Review: Review the next sample with the trainer