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Facilitator Guide

Module 2

Before the Workshop

Read and understand the assessment policies and procedures in order to ensure that you comply with them.

Know who the learners are:

  • Review the details of participants in order to identify if there are any special needs that should be catered for
  • Identify the job titles of participants in order to identify possible special interests

Prepare for the workshop:

  • Study the unit standard in order to ensure that all of the specific outcomes are addressed
  • Study the assessment guide in order to ensure that relevant exercises are completed by participants
  • Study the Portfolio of Evidence format in order to advise the learners
  • Study the exercises in the Learners’ Manual in order to plan for them
  • Check the venue and seating style and arrange for changes as required
  • Confirm that required audio visual equipment will be available and make arrangements as necessary
  • Confirm arrangements for refreshments
  • Make sufficient copies of appropriate handouts for learners

Plan the workshop:

  • Plan the timing of the sessions and the exercises
  • Plan the composition of groups or the ways in which they will be established in order to ensure that each participant has an opportunity to work with various different group members
  • Plan the audio-visual and other workshop equipment you may require
  • Plan as necessary for participants with disabilities

At the end and the start of each module, spend some time reviewing the learning by asking learners what they remember or what stood out for them or what additional ideas, opinions or questions they may have.

Refer to the unit standard and ensure that learners are clear about the relationship between the modules and the specific outcomes and assessment criteria

Record your detailed plan on the format below:


Name of workshop:

Name of Training Provider:

Name of Facilitator:

Date of workshop Start


Duration of workshop
Number of learners
Workshop venue
Written tests The written test(s)/case study(ies) should be completed at the end of the workshop

Session 1

Time Input Activity Review of learning
Module Duration Number Duration Module Duration

Session 2

Time Input Activity Review of learning
Module Duration Number Duration Module Duration

Session 3

Time Input Activity Review of learning
Module Duration Number Duration Module Duration

Session 4

Time Input Activity Review of learning
Module Duration Number Duration Module Duration

Session 5

Time Input Activity Review of learning
Module Duration Number Duration Module Duration

Session 6

Time Input Activity Review of learning
Module Duration Number Duration Module Duration

Notes about special arrangements or other comments:

At the Start of the Workshop

Welcome the learners and introduce yourself

Use an interactive process to establish a code of conduct for the workshop and record these on flip chart, e.g.

  • Start on time
  • Participate fully
  • Complete tasks
  • Set start times and end times for each day
  • Set comfort breaks and refreshment breaks
  • Focus on the workshop objectives

Introduce the topic of the workshop and the key objectives to be achieved by the end of the course. Advise participants of the duration of the course and what you expect to cover on each day.

Advise learners of the learning processes you will use and whether/when they can ask questions or make comments.

Ask about them about their experiences with the topic of the workshop and/or their awareness of procedures in their organisations. Ask (and record on flip chart) how they understand their role and what they expect to learn. Confirm or correct any unexpected input.

Ensure that participants are comfortable, that they can all make eye contact with you and can see the flip chart, whiteboard, screen, etc clearly. Ensure that they have sufficient writing materials and/or that participant’s with disabilities are properly catered for. Resolve any problems.

During the workshop

Ensure that participants:

Sign the attendance register at the beginning of each day

Ensure that you:

Follow your lesson plan unless there are changed circumstances

Keep notes for your report

Use different techniques in order to accommodate a range of learning styles and facilitate learning:

  • Audio and visual
  • Disabilities/Braille
  • Write on flip/white board
  • Use the PowerPoint presentation
  • Group discussion
  • Pair and small group discussion with feedback
  • Icebreakers, games and puzzles

Introduce learners to the learner’s manual

  • Go through the unit standard and explain terms such as:
    • NQF level
    • Credits (and the qualification the unit standard forms part of)
    • Specific outcomes
    • Assessment criteria
    • Essential embedded knowledge
    • Critical cross field outcomes
  • Ask for questions and comments from the group

Contents of the Learner’s Manual:

  • Go through the list of contents so that the participants can see the full scope of the workshop in a bit more detail than you have already covered. Relate the section headings to their objectives and to the unit standard
  • Draw their attention to the assessments and the PoE and advise them how the tasks they will do during the workshop can be used in the PoE.

Conduct the training

  • Use the PowerPoint presentation
  • Work through each section of the manual
  • Encourage comment and discussion
  • Ask participants to share their experiences
  • Monitor group work and assignments
  • Take questions and comments and go into a bit more detail if necessary
Ending the workshop

Review learning

  • Go through the unit standard with them and show them how each of the specific outcomes and assessment criteria has been covered in the course, especially refer them to the exercises they have completed
  • Ask for their reactions based on their original objectives

End the workshop

  • Ask the participants to complete the evaluation form
  • Thank them for attending, give them your contact details and outline further support available to them should they need it
After the workshop

Collect all of your equipment and materials and ensure that you leave the venue tidy

Prepare a report on your impressions of:

  • The suitability of the participants
  • The quality of the leaning experience
  • The quality of the venue and equipment
  • The quality of the learning materials
  • The extent of the learning by the participants
  • How well your lesson plan worked and how you needed to adapt it
Make recommendations for improvement: