Building Strong Client Relationships

Course Evaluation/QA Rubric

Overall Formatting

Created in Word or Google Docs

Overall structure follows the template; all portions of the template are complete:

Producer: Pre-work for producer is clear, specific, and comprehensive

Facilitator: Pre-work for facilitator is clear, specific, and comprehensive

Session number is noted (1 session is fine)

Slide numbers with approximate time and topic listed on cover sheet provide

clear overview of training

Overall training length is accurately estimated

Slide number and duration are stated and reasonably estimated

PowerPoint or Google Slides thumbnail is clearly visible with title

Facilitator Notes clearly state what the facilitator should “say” and “do” for each

slide/activity

Producer Notes clearly state what the producer should “do” for each

slide/activity (the training should include the role of producer as if the producer

were available, even if the role is minimal, to showcase that you know how to

write producer notes and clearly understand the role of the producer)

Recommended training length is 45 minutes to 1 hour (other lengths are fine, but this

is recommended for a portfolio sample that is not basing on a real project)

All components of the training are included and referenced from the PowerPoint

presentation:

Title slide

Ground rules

Ice-breaker, self-reflection, opening exercise, etc. (optional)

Introductions

Attention grabber (optional)

Learning Objectives

Content

Activities/discussion

Knowledge checks/check-in points

Summary

Assessment

Learning Objectives

objectives included at the beginning of the training

all learning objectives begin with a verb (action word) and only one verb is used for

each learning objective

learning objectives are targeted and realistic (avoid objectives that are too broad or

necessitate incorporating a wide range of content to achieve)

learning objectives are based on S.M.A.R.T. criteria framework, but are stated in the

facilitator guide in learner-friendly language

learning objectives are measurable

content is grouped logically by topic and each section of content is clearly defined and

expanded upon to achieve the learning objectives

training is limited to about 2-4 learning objectives to ensure that the VILT duration is a

reasonable length for a portfolio sample

learning objectives align with the primary learner’s level of understanding and skill

relevant to the training content

Learner Engagement

At least 2-3 engagement exercises included (discussions, polls, storytelling, role plays,

game, etc.) that are appropriate for a virtual environment and for the content

Engagement/interactive activities have clear instruction:

talking points and other instructions for the facilitator to give to participants

instructions for what producer needs to do to ensure the activity goes smoothly

are clearly explained - both what and when

instructions for the facilitator and producer in terms of timing, not just for the

activity (i.e. they will be in breakout rooms 10 minutes), but timing for the

introduction to the activity and debrief at the end

transition between ideas/topics is clear

content is not repetitive and is chunked in a logical way

unique terms are explained unless primary learner is assumed to already know them

acronyms are spelled out the first time they are used

the activity/discussion pairs well with the content/topic being covered

the content shared in a given interaction is targeted and related to a central

topic/concept

PowerPoint Slide Formatting

Following basic design principles about slides formatting:

relatively limited text on the screen

engaging but professional visuals

slide title

all images and videos used are sourced from free sites and/or are legally owned

Pacing, Check-Ins, and Assessment

Pause points are built into the training with applicable instructions for the facilitator and

timing blocked to check for understanding (could be through an engagement activity or

informal asking how participants are feeling about the content so far; estimate at least

1 check-in/pause point per 30 min)

each new topic includes debrief points/takeaways for any discussion activities (i.e. if

the activity involves a breakout room discussion, the facilitator is instructed to debrief

the exercise to ensure participants accomplished the objective)

final assessment can be formal or informal

A quiz or formal assessment is not needed but there should be some kind of

wrap up/review/summary.

can be assessed during the training at the end or at a later time

can be paired with an assessment that will take place beyond the training (i.e.

written/formal quiz that takes place on another platform)

Answers and discussion points to drive home must be clearly laid out for the facilitator