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iRubric: Facilitator Evaluation rubric

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Facilitator Evaluation 
Evolve Facilitator Evaluation
Evaluation of facilitator's ability to train vILT or ILT
Rubric Code: H23X48A
By Nstoyer
Ready to use
Public Rubric
Subject: Business  
Type: Presentation  
Grade Levels: Undergraduate

Powered by iRubric vILT Facilitator Evaluation
40 -45 points = pass.
  Unacceptable

After problem areas are discussed and resolved, must retake evaluation.

1 pts

Needs Improvement

Does not need to retake evaluation so long as they are able to identify how they intend to improve problem areas.

2 pts

Skilled

Does not need to retake evaluation.

3 pts

Mastery

Does not need to retake evaluation.

4 pts

Pre/Post Training Delivery
Essentials for success before/after training delivery
Classroom Setup and Preparation

Facilitator's classroom setup before session starts - with learning materials, team channel, calendar, and attendance tracker available
Unacceptable

Training venue is not set up before hand. Classroom is not clean and/or name tags are not arranged properly with seating chart/IT. Attendance trackers are incorrect or not available for use. Teams channel has not been created or participants have not been added. Only a few speakers have been booked, many are not scheduled. Learning docs are not added or not available for new hires.
Needs Improvement

Training venue is not completely set up before hand. Classroom is not clean and/or name tags are not arranged properly with seating chart/IT. Attendance tracker is complete and ready for use. Teams channel is created, but not all participants have been added. Some speakers and times have been booked, but not all. Some learning docs have been added, but incomplete or not fully available for new hires.
Skilled

Training venue is set up before hand. Attendance tracker is available and ready for use. Teams channel is created and participants added. Speakers are booked in advance. Classroom is not clean and/or name tags are not arranged properly with seating chart/IT. Any learning docs have been added and are available to new hires.
Mastery

Training venue is fully set up before hand. Classroom is clean and name tags are properly placed according to seating chart/IT. Attendance tracker is correct and ready for use. Teams channel is created, participants added, and all scheduled speakers are booked in advance. Any learning documents have been added and are available to new hires.
Admin Control

Facilitator keeps necessary parties informed of important information in a timely manner through appropriate communication.
Unacceptable

Facilitator does not inform/notify anyone of what is happening in class
Needs Improvement

Facilitator tracks attendance and communicates to other parties only when asked.
Skilled

Facilitator tracks attendance, communicates issues to the appropriate parties, but may wait until the end of the day or beginning of the next day to reach out.
Mastery

Facilitator tracks attendance, scoring, communicates issues/concerns, ensures all HR, LP&D, and Ops communication is done promptly and clearly.
Online Modules

Facilitator's ability to oversee online modules for their class.
Unacceptable

Facilitator offers no support, has no understanding of, and fails to track module work.
Needs Improvement

Facilitator assigns modules, but fails to offer any assistance, follow up, or support. They do track some of the scores but no accountability for completion exists.
Skilled

Facilitator assigns modules and tracks those who complete while ensuring everyone finishes the modules as soon as possible- but has opportunity to support users or follow up based on results.
Mastery

Facilitator assigns modules, offers user support during, and tracks those who complete while ensuring everyone finishes the modules as soon as possible. They then use the class average to determine whether material should be revisited as remedial support.
Training Delivery
Essentials for success in the training classroom.
Organization

Level of clarity around the presenter's content delivery.
Unacceptable

New Hires cannot understand presentation because there is no sequence of information/instructional schedule not followed.
Needs Improvement

New Hires have difficulty following presentation because facilitator jumps around, but stays within the topic/area indicated in the instructional schedule.
Skilled

Facilitator presents information in logical sequence which audience can follow and adheres to the instructional schedule.
Mastery

Facilitator presents information in logical sequence with interest and engagement which audience can follow.
Subject Matter Expertise

Level of expertise, confidence, and accuracy of a facilitator in their certified program.
Unacceptable

Facilitator does not have grasp of information; facilitator cannot answer questions about subject nor is able to find how to get the answers. Does not provide any examples or scenarios of how the current topic will work with their agents' job roles.
Needs Improvement

Facilitator is uncomfortable with information and is able to answer only rudimentary questions. Has some concept of how to find appropriate answer. Provides little to no examples or scenarios of how the current topic will work with their agents' job roles.
Skilled

Facilitator is at ease with expected answers to all questions, but fails to relate to why it would be used for call taking purposes. Knows how to find appropriate answers. Provides some examples of how the current topic will work with their agents' job roles.
Mastery

Facilitator demonstrates full knowledge (more than required) by answering all class questions with explanations and elaboration as they relate to call taking purposes. Also shows students where to find helpful information. Adds great examples and scenarios of how current topic will work with their agents' job roles.
Environment/Energy

Facilitator is aware of the environment around them and energy they give off.
Unacceptable

Facilitator is in a dark/messy room, is too far or too close to the camera, has many distractions in their space, and has no enthusiasm.
Needs Improvement

Facilitator ensures there is adequate lighting, presents themselves squarely in front of the camera, but has distractions in or around them and lacks energy/enthusiasm and leaves the class flat.
Skilled

Facilitator ensures there is adequate lighting, presents themselves squarely in front of the camera, has no distractions in or around them, and expresses energy/enthusiasm. However, they fail to engage the class with questions or methods seeking to cultivate interaction and is strictly delivering lectures rather than encouraging dialogue.
Mastery

Facilitator ensures there is adequate lighting, presents themselves squarely in front of the camera, has no distractions in or around them, and brings a positive and warm/inviting energy to their class to foster healthy culture and engagement.
Stage Presence

Understanding people's needs by looking for unsure facial expressions
Unacceptable

Facilitator presents all information without making eye contact or observing body language of the rest of the group. Simply recites notes with no acknowledgement of the class. Constantly doing things that are distracting the audience away from the training. (tapping, fidgeting, moving mouse around areas of the screen not in use, etc.) Facilitator presents themselves virtually in a unprofessional way in both language and dress as well as having poor posture/presence.
Needs Improvement

Facilitator occasionally uses eye contact and/or periodically checks body language of group members, but spends most of their time reading/reciting notes.
Occasionally does distracting things while presenting. (fidgeting, etc.)
Facilitator presents themselves virtually in professional speech but their attire is not work appropriate and their posture and/or movement is distracting.
Skilled

Facilitator maintains reasonable eye contact but frequently returns to notes. Periodically checks body language of group members and addresses any issues. Minimal distractions that detract from the training.
Facilitator presents themselves virtually in a professional way in both language and dress and has strong presence and posture.
Mastery

Facilitator maintains eye contact with audience, seldom returning to notes. They regularly check for distracted learners and immediately bring them back to attention. No distractions from the facilitator make it easy for everyone to stay focused on the content. Facilitator presents themselves virtually in a professional way in both language and dress and has strong presence and posture.
Elocution

Presents training in a way that relates to audience, is audible, good understanding of tools.
Unacceptable

Facilitator mumbles, incorrectly pronounces terms, and speaks too quietly for new hires in the back of class or headset to hear.
Needs Improvement

Facilitator's voice is low with little inflection/monotone. Facilitator incorrectly pronounces terms. Class members have difficulty hearing presentation.
Skilled

Facilitator's voice is clear. Facilitator pronounces most words correctly. Most audience members can hear presentation.
Mastery

Facilitator uses a clear voice and correct, precise pronunciation of terms so that all audience members can hear presentation.
Time Management

The facilitator manages their class's time including the breaks.
Unacceptable

The facilitator does not manage their time and is not punctual including their breaks.
Needs Improvement

The facilitator manages their time and is rarely punctual including their breaks.
Skilled

The facilitator manages their time and is mostly punctual including their breaks.
Mastery

The facilitator manages their time effectively and is punctual including their breaks.
Practical/Virtual Activities

The facilitator controls and manages practical activities in the physical/virtual classroom utilizing appropriate tool mastery like breakout rooms, screensharing, chat, etc.
Unacceptable

The facilitator is not able to manage and control practical activities in the classroom.
Needs Improvement

The facilitator initiates practical activities but does not seek engagement.
Fails to utilize chat and only occasionally turns off screen share.
Neglects to use any tech resources beyond the teams framework and modules provided.
Skilled

The facilitator effectively controls and manages practical activities in the classroom seeking out and gaining class engagement
Utilizes chat, but fails to keep it disciplined and focused, and balances time on and off of screenshare well.
Use of additional tech resources/tools are untargeted, distracting, and do not add to classroom success
Mastery

The facilitator effectively controls and manages practical activities in the classroom seeking out and gaining class engagement. The facilitator is able to think "on their feet" and apply practical solutions to complex situations.
Monitors the chat as needed to address concerns and keeps it from being a distraction while also balancing time on and off of screenshare appropriately.
Makes creative and intentional use of other tech tools/resources available for learner success.
Trainee Evaluation

Facilitator's ability to judge comprehension/application and deliver feedback/coaching to individuals
Unacceptable

The facilitator does not offer any opportunities to evaluate learning and does not provide any feedback to individuals.
Needs Improvement

The facilitator only reactively checks for understanding when a new hire voices concern. Feedback/coaching is critical, harsh, or negatively expressed and does not contribute to healthy class culture.
Skilled

The facilitator sporadically but proactively checks for understanding. Delivers feedback/coaching in direct ways with both clarity and empathy.
Mastery

The facilitator regularly checks for understanding from the class. They actively give and solicit feedback with both clarity and empathy.
Classroom Manament

Facilitators ability to properly manage classroom expectations and/or policies.
Unacceptable

Fails to communicate or hold class accountable to expectations and/or company policies.
Needs Improvement

Only addresses the most disruptive behaviors and is ignorant of obvious non-intrusive violations.
Skilled

Selectively and sporadically addresses issues.
Mastery

Consistently addresses any and all violations of class expectations.



Keywords:
  • Evaluation, Train-the-Trainer, Facilitator



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