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Self Observation Evaluation

  • May 7, 2026
  • 0 replies
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Hello,

Our training department currently utilizes an Excel-based agenda as formal documentation confirming the completion of an in-person training week conducted by one of our business coaches. This agenda includes a section for both the trainee and the business coach to initial, indicating that each topic was reviewed and covered.

 

I am exploring the use of Observation Checklists as a potential replacement; however, I am encountering challenges in identifying a way to include the trainee in the process so they can both provide feedback and confirm that the topics were addressed. These agendas are frequently referenced if questions or disputes arise regarding whether appropriate training was provided, and I am struggling to find a simple, fully digital solution within the platform that effectively replaces the accountability and acknowledgment provided by the current hand-signed agendas.

 

Any help/ guidance would be greatly appreciated.