Project 2: Delivery Session Observation Form - TAE40116

This document is an observation form used to evaluate a trainer's performance during a delivery session, specifically Project 2 of the TAE40116 Certificate IV in Training and Assessment. The form assesses the trainer across various criteria, including adherence to the session plan, adaptation to learner needs, facilitation skills, group management, use of delivery methods, and communication effectiveness. It also evaluates the trainer's ability to manage inappropriate behavior, maintain a learning environment, and utilize presentation aids. The form includes a section for comments and a declaration by the assessor, confirming the accuracy of the assessment. The observation form is a tool for assessing a trainer's ability to conduct effective training sessions and meet the needs of their learners. The trainer was observed for their ability to use effective facilitation skills to ensure effective participation and group management. The trainer's use of different delivery methods was also assessed. The assessor provided comments about the limited delivery methods used by the trainer. The form is used to document the trainer's performance and identify areas for improvement. The form also includes a declaration section where the assessor confirms the accuracy of the record.

PROJECT 2 DELIVERY SESSION: OBSERVATION FORM
Candidate’s Name: BJI
Session Title: 12th May 2019
Legend:
For each statement select,
S – Satisfactory, if the candidate has satisfactorily met the assessment criteria below
NYS – Not yet satisfactory, if the candidate has not yet satisfactorily met the assessment criteria below
Once completed, sign and date the Declaration section at the end of the form.
ASSESSMENT CRITERIA S NYS
Did the candidate…
1. ensure that eight (8) learners present during the session, and that this
Observation Form was completed for one of two (2) consecutive training
sessions.
☒ ☐
2. conduct the session according to the session plan, modifying it where
appropriate to meet the learner’s needs. ☒ ☐
3. adapt the session to meet risks to delivery that were present during the
session? ☒ ☐
4. did the candidate successfully identify and respond to the needs of learners
during the session? ☒ ☐
5. did the candidate use the diversity of the learner group as another resource
to support their learning? ☒ ☐
6. demonstrate effective facilitation skills to ensure effective participation? ☐ ☒
7. demonstrate the use of effective facilitation skills to ensure effective group
management? ☒ ☐
8. use at least two (2) different delivery methods for this session?
Note: that the two (2) delivery methods used during this session must differ
from the delivery methods used in the next or previous session.
☐ ☒
9. make adjustments to the delivery sessions to address specific needs of their
learners or circumstances that came up during training? ☒ ☐
10. adequately manage inappropriate behaviour and potential for conflicts during
the session to ensure that learning can take place? ☒ ☐
11. implement strategies that allowed them to maintain an appropriate learning
environment during the session? ☒ ☐
12. demonstrate the use of appropriate communication skills and language to ☒ ☐
Project 2 Observation FormVersion No. 2.0 Produced 19 January 2018
© Compliant Learning Resources Page 1

understand and build rapport with their candidates?
This includes the use of appropriate vocabulary, tone and pace when
communicating with their learners and other relevant personnel.
13. facilitate the training in a style appropriate for each individual in the learner
group? ☒ ☐
14. brief the learners and/or other personnel about their roles and responsibilities
for the presentation? ☒ ☐
15. explain and discuss the content of the presentation to their learners? ☒ ☐
16. use presentation aids and materials during the presentation? ☒ ☐
17. monitor their learners’ verbal and non-verbal communication, and adjust their
presentation/delivery style accordingly? ☒ ☐
18. use persuasive communication techniques, such as:
- focusing on the learner’ needs
- using persuasive words or phrases
- eliminating barriers to communication
- developing a plan for your learner that outlines the content of the
presentation and how it benefits them
to maintain their audience’s interest?
☒ ☐
19. give their learners the opportunity to ask questions and clarify ideas
presented to them? ☒ ☐
20. adjust the presentation to meet their learners needs? ☒ ☐
21. summarise key concepts and ideas to ensure that their learners’
understanding? ☒ ☐
22. discuss reactions to their presentation with their learners? ☒ ☐
23. demonstrate the use of effective presentation strategies, these can include,
but are not limited to:
- case studies
- demonstrations
- discussions
- questioning
- simulations and role-play
☒ ☐
Project 2 Observation FormVersion No. 2.0 Produced 19 January 2018
© Compliant Learning Resources Page 2

COMMENTS
Limited delivery methods uses by a trainer in meeting the staffing requirements for BJI
will restrict the scope for BJI in getting some qualified candidates.
DECLARATION
By affixing my signature below, I am declaring that this document is a true and accurate record of the
candidate’s performance. By signing this document, I am also allowing [RTO Name] to verify my
qualification.
Assessor/Observer’s Name:
MTPS
Assessor/Observer’s Signature:
Date:
12th may 2019
Observer’s Work Role:
Staffing recruiter
Observer’s Contact Details:
Observer’s Qualifications:
HR
Project 2 Observation FormVersion No. 2.0 Produced 19 January 2018
© Compliant Learning Resources Page 3