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Tutor Evaluation Record

Revision 3 (April 2022)
Tutor evaluation observation & record

Introduction

It is a CQI/IRCA requirement that all tutors delivering accredited courses have their performance
monitored, including observation of course delivery, sample tutor marking, an annual performance
review and the managing of underperformance, identifying any development needs. It is also a
CQI/IRCA requirement that this is recorded.

To support this requirement, this document provides country managers and delegated authorities a
platform to ensure all tutors delivering CQI/IRCA courses comply with this.

It is recommended that ALL tutors, regardless of courses they are delivering should be observed in line
with this document.

How to use this document

NO LESS THAN ANNUALLY a competent person, holding I-Code I-002 is to complete an observation of
each tutor either ILT or VILT.
Each element on the form is either relevant to VILT – indicated by a V or ILT - indicated by an I. Be
aware some elements are relevant to both delivery types.

The reviewer shall indicate whether or not they have observed that particular element with any
supporting comments and use this record to prioritise any development opportunities for the tutor, along
with Annex B of this document which identified 10 key pillars to ensure that the tutor is demonstrating
the skills needed to deliver training in line with the Standard of Excellence.

The observation shall be discussed with the tutor and any improvement opportunities documented.

Annex A provides a record of any CPD that the tutor has carried out to evidence that they remain
competent to deliver these courses and can also be used to support I-code application and renewal.

FOR CQI/IRCA A MINIMUM OF TWO DELVIERIES PER YEAR IS REQUIRED

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Tutor Evaluation Record
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TUTOR OBSERVATION/EVALUATION RECORD

Activity (Click to select activity type below, then complete only sections as instructed):

Observation ☐ Exam marking ☐ Coaching ☐ Delegate feedback ☐

(complete only sections 1-6 & 9-10) (complete only sections 6 & 9-10) Course review &/or requirements ☐ (complete only sections 8 & 10)
Other course related training ☐
(complete only sections 7 & 9-10)

Observer/Coach/Reviewer name: Date:

Tutor name: Taxonomy:
Course title: Venue:

Did the tutor: YES NO NA Observations/comments

(1) Course • Arrive an hour before the scheduled start of the course (V/I) ☐ ☐ ☐
preparation • Confirm arrangements with venue representative (I) ☐ ☐ ☐
• Check course signage was visible from reception, clear and correct (I) ☐ ☐ ☐
• Establish a dedicated meeting area for delegates (V/I) ☐ ☐ ☐
• Check adequacy/layout of breakout rooms (V/I) ☐ ☐ ☐
• Check room setup to be as recommended in tutor guide (I) ☐ ☐ ☐
• Check the virtual room is free from previous delivery notes (V) ☐ ☐ ☐
• Locate course materials and arrange neatly (I) ☐ ☐ ☐
• Hang brand and product posters on walls and position flipcharts (I) ☐ ☐ ☐
• Test all equipment to be in working order (V/I) ☐ ☐ ☐
• Play baroque/classical background music to welcome delegates (V/I) ☐ ☐ ☐
• Ensure appropriate background used (V) ☐ ☐ ☐
• Ensure the BSI screensaver/welcome slide was displayed (V/I) ☐ ☐ ☐

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Did the tutor: YES NO NA Observations/comments

(2) Course • Dress smartly and wear a BSI lapel pin (V/I) ☐ ☐ ☐
delivery • Introduce himself/herself and establish credibility (V/I) ☐ ☐ ☐
• Introduce the course (structure, outcomes, benefits etc) (V/I) ☐ ☐ ☐
• Address any technical issues (V) ☐ ☐ ☐
• Communicate platform features including digital documents (V) ☐ ☐ ☐
• Communicate housekeeping arrangements (V/I) ☐ ☐ ☐
• Establish, record and display delegate objectives (V/I) ☐ ☐ ☐
• Conduct an icebreaker (V/I) ☐ ☐ ☐
• Engage delegates and maintain their interest (V/I) ☐ ☐ ☐
• Explain key concepts (V/I) ☐ ☐ ☐
• Share experience using examples (V/I) ☐ ☐ ☐
• Deliver the course according to the session plan (V/I) ☐ ☐ ☐
• Maintain ‘good’ time management including management of
☐ ☐ ☐
breaks (V/I)
• Frequently look at the camera (V) ☐ ☐ ☐
• Ensure visibility of delegates ensuring their engagement (V) ☐ ☐ ☐
• Deliver to the camera keeping reviewing notes to a minimum (V) ☐ ☐ ☐
• Demonstrate enthusiasm for the content (V/I) ☐ ☐ ☐
• Demonstrate a positive body language (V/I) ☐ ☐ ☐
• Demonstrate good use of voice, varied, pace, pitch (V) ☐ ☐ ☐
• Check for chat box messages and that delegates are engaged
☐ ☐ ☐
using any of the communications methods available (V)
• Use platform tools to record outputs (V) ☐ ☐ ☐
• Provide regular instances (every 15 minutes) for delegates to
☐ ☐ ☐
contribute (V)
• End the course by summarizing content (V/I) ☐ ☐ ☐
• Check delegate objectives have been met (V/I) ☐ ☐ ☐
• Discuss next training steps (V/I) ☐ ☐ ☐
• Communicate the Global customer survey (V/I) ☐ ☐ ☐

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(3) Group • Communicate clear instructions (V/I) ☐ ☐ ☐

activities • Monitor groups and facilitate learning (V/I) ☐ ☐ ☐
• Use tools such as whiteboards, slide annotation, chat box & polls
☐ ☐ ☐
(V)
• Use breakout rooms effectively (V/I) ☐ ☐ ☐
• Manage group dynamics (V/I) ☐ ☐ ☐
• Provide coaching when required (V/I) ☐ ☐ ☐
• Conclude activities effectively (V/I) ☐ ☐ ☐

(4) Effective • Make use of effective questioning techniques (V/I) ☐ ☐ ☐

communication • Review and check delegate understanding (V/I) ☐ ☐ ☐
• Answer questions appropriately (V/I) ☐ ☐ ☐
• Give appropriate/effective feedback (V/I) ☐ ☐ ☐
• Manage critical and irrelevant comments (V/I) ☐ ☐ ☐

Did the tutor: YES NO NA Observations/comments

(5) Personal • Complete individual assessment forms on a daily basis (V/I) ☐ ☐ ☐

Continuous • Reference the marking guidelines accurately (V/I) ☐ ☐ ☐
Assessment • Initiate and record remedial action when taken (V/I) ☐ ☐ ☐

(6) Exam • Introduce the exam conditions correctly (V/I) ☐ ☐ ☐

invigilation and • Follow the marking process (V/I) ☐ ☐ ☐
marking* • Mark exams in accordance with solutions (V/I) ☐ ☐ ☐
• Grade exams accurately (V/I) ☐ ☐ ☐
• Provide effective written feedback where required (V/I) ☐ ☐ ☐
*See BSI Training Academy Operational Manual for guidance and certified course requirements

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(7) Coaching, Course review &/or requirements, Other course related training Comments

Survey Questions – tutor rating in relation to: Average Score Comments

(summarise feedback in relation to survey questions below) (scale of 1-10, where
1= very dissatisfied and
10 = highly satisfied)

(8) Review of • Overall score

delegate • Delivery of the course
feedback • Subject knowledge
• Responsiveness to questions
• Courtesy and friendliness
• Competence and professionalism

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Did the tutor: YES NO NA Observations/comments

(9) Tutor 1. Demonstrate the skill to deliver a training course and manage a group
☐ ☐ ☐
qualification of delegates effectively using accelerated learning techniques
principles 2. Demonstrate a high level of subject matter knowledge and experience ☐ ☐ ☐
3. Fully comprehend the course, its structure and delivery methods ☐ ☐ ☐
4. Represent BSI in a professional manner at all times ☐ ☐ ☐

(10) Conclusion:
Did the tutor meet evaluation requirements: Yes ☐ No ☐
If yes, confirm status of approval: Add comments/complete
☐ Approved (1 year expiry – trainee I-code) development actions
☐ Approved (3 year expiry)
☐ Other - see comments
Comments:

Next review due date:

Development actions:
1. Target date:
2. Target date:
3. Target date:

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Annex A – Tutor Continuous Professional Development Log

CONTINUOUS PROFESSIONAL DEVELOPMENT LOG (CPD)

First name: Click here to enter text Last name: Click here to enter text
Job title: Click here to enter text
Country office: Click here to enter text Staff No: Click here to enter text

Dates Duration Activity Details of Training CPD Category & Hours Claimed
(Hours) (Provider’s name and address)
Structured 1:1 Semi-structured 2:1 Unstructured 3:1
(Formal training (Non interactive lectures, talks, (Distance/open learning that
courses, professional informal professional body is non-assessed and does
body meetings, meetings, research/preparation not lead to a qualification,
formal lectures, and first delivery of lectures, reading of technical,
active participation in courses publishing articles, open professional journals/books,
the development of distance learning non assessed on the job training where
standards) that does not lead to a specific outcomes have been
qualification) planned and identified)

Click to select date Click & enter hours Click & enter text Click & enter text Click & enter hours Click & enter hours Click & enter hours

Click to select date Click & enter hours Click & enter text Click & enter text Click & enter hours Click & enter hours Click & enter hours

Click to select date Click & enter hours Click & enter text Click & enter text Click & enter hours Click & enter hours Click & enter hours

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Click to select date Click & enter hours Click & enter text Click & enter text Click & enter hours Click & enter hours Click & enter hours
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Click to select date Click & enter hours Click & enter text Click & enter text Click & enter hours Click & enter hours Click & enter hours
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Click to select date Click & enter hours Click & enter text Click & enter text Click & enter hours Click & enter hours Click & enter hours
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Annex B – BSI 10 Pillars for Inspirational Learning

Pillar Name Description Evidence 1 Evidence 2 Evidence 3

A BSI Course is an
Inspirational
Learning
Experience
because our
Tutors are:
Champions for Training is an investment Enthusiasm and Communicate the Nurture the individual's
Learning and for any business. Some passion for the subject message of improving learning need and help them
delegates are self- being delivered – the business & the to be accountable for their
Development
funding. They all need to evangelical! individual through the learning by enabling their
know why they are training being delivered. participation.
paying such a high price
point, and to be assured
that BSI delivery will add
as much value as the
face to face classroom
equivalent.

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Pillar Name Description Evidence 1 Evidence 2 Evidence 3

Passionate Subject Delegates leave Through identifying & Own life experiences Comprehensive introduction
Matter Specialists knowing they have not undertaking continual being shared with of experience - demonstrate
only received inspired professional delegates in a way that your authority in the area.
learning, but from a development allows delegates to
passionate technically opportunities. connect with you on a
aware, current and human level, encouraging
credible facilitator. them to ask questions and
share own experiences.
Approachable For some, training can Provide a friendly, Allow delegates to Provide follow up contact
be a daunting warm, relaxed and anonymously ask for more details.
experience. A shy engaging start to the support or clarification to
delegate may be that course. build their confidence to
one who doesn’t want Look at the camera ask for help.
to speak up in the room and encourage
but really needs your delegates to use
help.
theirs, at least for
introductions.

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Pillar Name Description Evidence 1 Evidence 2 Evidence 3

Focussed on Each delegate wants to Provide links & Listen to delegate Engage, motivate and
You think that they are the most material that may be introductions in detail to involve all delegates with
important thing to you. It of benefit to the clearly link subject matter to positive endorsement.
th
may be your 100 time delegates not the delegates Make it personal by using
delivering this course, but provided by the build business/industry/sector. names and encouraging
it's their first. list. Use this insight to ask ‘raise hand’ to speak
questions throughout that instead of more
involve delegates sharing impersonal chat function.
industry-specific best
practice.

Pragmatic Delegates don’t want to just Provide real world & Awareness of current Conceptualize the subject
learn theory. They need to topical examples. business/industry pain matter, not reading from
know how to apply learning points. slides. Use images or
to their business. anecdotes where possible
to position concepts before
presenting detail.

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Pillar Name Description Evidence 1 Evidence 2 Evidence 3

Compelling Emphasise intonation Create a buzz in the Relevant, personalized Visualize the examples, add
(Storytellers) when bringing the slides first 10 minutes and anecdotes relative to humour where appropriate.
and material to life. This keep the vibrant the audience.
makes it real for the atmosphere alive by Encourage anecdotes
delegate, increases encouraging a from delegates.
engagement, and constructive, workshop
reduces risk of feeling environment.
like they are being read
to.

Flexible No two courses are the Manage material to Confidently combine Manage time effectively
same. Delegates will ask meet learning and alter activity when deviating from given
a question when they objectives without delivery to suit the course timings.
feel it’s relevant to them, rigidly adhering to delegates’ needs and
not where you are in the programme timings. adapt to maximise
material. interaction.

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Pillar Name Description Evidence 1 Evidence 2 Evidence 3

Facilitators of Delegates value the Ensure that delegates Use breakout rooms to Facilitate relationship
Peer Learning opportunity to network have a voice early on; enable sharing of best building among
with their peers and to continue to facilitate practice. Maximise delegates by offering
learn from each other as delegate input engagement and tea break activities if
well as the tutor. They throughout the accountability by assigning appropriate and
may have better examples session. Steer it scribes/spokespeople if encouraging
than you do with more towards the overall appropriate. conversation.
relevance to industry and learning objectives.
sector.

Open-minded Be open to new ideas and Identify and articulate Take the time to listen to Share ideas, success
awareness of the need for to the individual delegates points of view stories and experiences
ourselves to never delegate where they and analysing client of virtual facilitation
stopping learning. have made a positive feedback in order to with the rest of the
contribution to the continually improve your tutor team.
course. way of delivering an
inspirational online learning
experience.

Advocates for The training course is just Identify additional Act as an advocate of Understand and
ongoing Business one step of the customer areas of the the BSI brand and be signpost next steps
journey. BSI could support
Improvement business where able to articulate the in the delegates’
their needs in so many
more ways that the BSI can support value that other areas learning journey.
our delegates.

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delegates may not be of our portfolio can

aware of. add.

10 ingredients for an inspirational learning experience:

1. Every delegate having a voice in the room from the start

2. Maintaining a vibrant atmosphere by encouraging a constructive, workshop environment
3. Building trust and connection – amplifying the human behind the screen
4. Relevant content that is meaningful and relatable
5. Developing the content with extra focus on how people learn
6. Varied activities that involve everyone
7. Breakout rooms to encourage peer learning
8. Manage your delegates engagement levels
9. Tools that are easy to use and materials that are interesting to look at
[Link] focus listening to learner cues; being poised to adapt delivery and answer
questions

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