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Critical Instructor Competencies

The International Board of Standards for Training, Performance and Instruction has defined 14 key guidelines for effective classroom training.  These guidelines, commonly known as the ibstpi Standards, provide a set of professional standards that are recognized throughout the technical training industry.  Mastery of these skills together with expertise in the course subject area will ensure a high quality of training.

I.  Analyze Course Materials and Learner Information

This means reviewing materials and audience information and identifying areas where adjustments may be needed. Furthermore, you should be able to make the needed adjustments to the materials to suit your audience. It is also important that you would be able to judge the appropriateness and adequacy of any adjustment and state a rationale accordingly.

II.  Assure Preparation of the Instructional Site

Assuring preparation means confirming all necessary logistic and physical arrangements of the instructional site.  For instance, are all materials, equipment, and furniture in place as needed?  You exercise as much control over the physical environment as possible. Plan ways to minimize distractions and judge how well logistical and physical arrangements support the instruction.  You should understand the rationale for decisions regarding logistics and physical environment.

III.  Establish and Maintain Instructor Credibility

To be effective as an instructor, it is important for your students to trust that you are conveying accurate information.  You should cultivate their trust by establishing and maintain credibility.  Nevertheless, a skillful instructor can judge the degree to which credibility is an issue or a distraction at any time during instruction.   This involves understanding what is needed to recognize a problem in this regard and what is required to re-establish lost credibility.

IV.  Manage the Learning Environment

This standard includes all that is involved in the instructor's strategy for providing a course that is conducive to "real" learning.  Although before starting a class or presentation you will have a presentation strategy in mind, at the earliest possible time you should involve the learners in establishing an appropriate level of learner comfort.  This means that to be truly effective you must adapt your delivery to account for learner needs and characteristics.  This flexibility must be balanced with careful management of the available time.  Create an active learning environment that engages the learner and provide opportunities for learner success.  Allow for group interactions and participation, all the while maintaining control of the class with the ability to resolve learner behavior problems.  Managing the learner environment means understanding and implementing what it takes to facilitate a successful performance.

V.  Effective Communication Skills

This is at the core of classroom instruction.  The instructor's knowledge is absolutely irrelevant if he cannot convey that information to the learner.  You should have a strong command of the language that you use to present.  A skillful instructor will use the appropriate verbal and nonverbal language to convey the meaning of the material and he will adapt such to fit the needs of the learners.  He will use frames of reference familiar to the students, giving practical relevance to the material.   Furthermore, a skillful instructor is not content to cover material but rather determines whether learners understand and responds appropriately when they do not.   Effective communication can help to simplify even complex material.

VI.  Effective Presentation Skills

There is a reason that audio tape falls short of the classroom in providing an effective instruction medium.  If good presentation skills are used more of the learner's senses are engaged.  The voice can be used to deepen the meaning of what is said if appropriate sense stress, modulation and well-placed pauses are used.  Good eye contact acts to focus the learner's attention on you and what is being said.   Body language also fits in enhance the impact on the learner's mind.  Use gestures and movement to enliven your presentation and to give an impression of size, direction, transition or importance.  The material itself should not drag, but a progressive organization of your content will build on past knowledge and point interestingly toward subsequent information.  The use of humor or even props can also help to liven up those dry spots.

VII.  Questioning Skills and Techniques

Questions play quite a significant role in the learning process.  Questions require attention and they focus the mind on resolving a specific point.  A skillful instructor will use questions for a variety of reasons (e.g. to maintain the attention of learners, to see if they understood, to build their confidence in what they have already learned).  All around questions should promote the learning process, not be an attempt to "stump" the audience.  It may at times be necessary to rephrase the question several ways to assist the learner in finding the correct answer.   Questions can be an effective tool for leading your audience the to the right conclusion without "giving" them the answer at all.

VIII.  Respond to Learners' Needs

The primary benefit of having an instructor present over a videotape is that the instructor can interact and respond to the needs of the learner, providing clarification or feedback.  The instructor should avoid generating a "standoffish" impression.  Rather, it is important to create an environment in which individuals feel comfortable, confident really, about seeking clarification or help as needed.   If a learner has difficulty communicating his/her difficulty, a skillful instructor will kindly help learner to clarify the request.  Responses to such should always specific and helpful.  The instructor should be able to determine when it is best to defer a question for later consideration.

IX.  Positive Reinforcement and Motivational Incentives

An instructor should motivate his audience.  This can be done by clearly presenting the objectives for each part of the course, also explaining how the points relate to the learners.  Introductory activities can be an effective motivational tool.  For this to be the case though, they must be relevant and build anticipation for the benefits of the course material.  Without giving gratuitous praise, the instructor should also give specific, positive feedback to class participants.

X.  Use of Standard Instructional Methods

Well-rounded instruction should consist of a variety of approaches, including but not limited to lecture, demonstration, group or individual activity, and discussion sessions.   The instructional techniques employed should be appropriate to the situation and well managed by the instructor.  It is important to skillfully use a combination of active and passive methods with smooth transitions between approaches, seamlessly adjusting techniques as the circumstances require.

XI.  Effective Use of Media

Training media may include software, printed manuals, flip charts, a white board, handouts, overheads or other projection equipment.  The use of such should enhance the learning experience.  They should be used to engage the learners at well-timed points in the learning process.  The media itself should not distract or detract from the learning experience but by smooth transitions between each medium and the ability to handle various mishaps the instructor will be effective.

XII.  Evalutating Learner Performance

It is also crucial that an instructor be able to monitor learner progress using evaluation techniques that are effectively linked to content and learners' needs.   The instructor should periodically assess the learners' progress during instruction when it is appropriate.  This can include quizzes or tests throughout a course, but there should always be some mechanism to evaluate the attainment of end-of-course objectives.

XIII.  Evaluating Delivery of Instruction

The instructor should be able to judge how well a course works for a particular group of learners in a particular situation.  There are many variables involved in producing a good course (e.g. course design, instructor performance, environment, etc.).   A skillful instructor is understands the relevance and importance of each of these factors in providing an effectual learning experience.

XIV.  Reporting Evaluation Information

There is always room for improvement and there will always be something for the instructor to learn from an engagement that will benefit subsequent classes or presentations.  At the end of a course, the instructor should prepare to report a "post-course" summary and evaluation recommending revisions and changes to existing materials and provide suggestions for new programs and activities.  It is also important to report information about the learning and physical environment and their impact on the overall experience.

The foregoing guidelines lay a basis for developing new trainers and refining the skills of more experienced trainers so that a consistently high level of educational services may be provided.  These 14 standards also are the compentencies assessed by the internationally known, cross-industry respected Certified Technical Training Program. If you are interested in more information on providing outstanding training, please see our White Papers page.

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