Ojt training template

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Read less. This new and improved OJT checklist can be more accurately called a performance evaluation form. But we also realize that creating a new form will not guarantee efficacy, so we also want to share a best practice for incorporating constructive feedback, practice time and remediation when needed.

This stage and document lists the performance objectives necessary for completing each task, any safety equipment required and any additional references required e. The detailed steps for the task are listed in a checklist using performance criteria to evaluate each step. Next, the trainee can begin to practice the steps using the checklist while the expert employee uses the performance criteria to evaluate him or her.

The expert employee can also use these practice sessions to remediate and coach the trainee in areas that do not meet acceptable performance levels. Once the trainee has performed all the steps of the practice exercise at a level of 3 or 4, he or she is ready for a performance assessment.

Once completed, the expert employee documents that the on-the-job training is complete — a key step to ensuring compliance and effective OJT program evaluation.

The improvements we have seen at our own organization using this method have helped us to look at new and even better approaches to training and development outside of traditional on the job functions. We are looking at ways to help mentors and trainees assess performance while in the field. As is the case with most Microsoft templates, it opens with sample data. Use the examples as a guide for inputting your own employee and course details.

This top sheet is your high-level snapshot of your training efforts. Filters are in place to help you manipulate your records as needed. No surprise here. You can navigate between sheets with the tabs below the work area, as any Excel pro user knows, by clicking them.

These same tab labels are displayed in column A. You can opt to click there to move between tabs. Now we can add some new data. Click the Course List tab. Next, click in an open field under the Title column. With the same ease as entering a new course, simply click the Personnel Info tab. Next, click in an open field under the Name column.

We can move to the Training Log tab and record her completion of the course. Click an open field under Date of Training, and — you guessed it — enter the date.