ILO Strategic HR
ILO Strategic HR
ILO Strategic HR
Human Resources
and competitiveness in Egyptian
Management
export industries
Copyright © International Labour Organization 2016
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Printed in (Egypt)
Promoting Workers' Rights and Competitiveness
in Egyptian Exports Industries
Human Resources
Management
2017
An applied and training guide for companies
Foreword
The International labour Organisation (ILO) is one of the specialised United Nation (UN) agencies established
in 1919, with a unique tripartite formation. It comprises government, employers and workers’ organisations of
the member countries. The ILO is aiming at setting standards and work policies to raise the concept of decent
work all over the world.
Since its establishment and among the extensive body of rights at work set by ILO standards, freedom of
association and the effective recognition of the right to collective bargaining, the elimination of all forms of
forced or compulsory labour, the effective abolition of child labour and the elimination of discrimination in
respect of employment and occupation are recognized by the ILO as fundamental principles and rights at work.
The ILO has also issued a recommendation number R195 – “Human Resources development”, 2004 (No.195),
recognizing that education, training and lifelong learning contribute significantly to promote the interests
of individuals, enterprises, economy and society as a whole, especially the critical challenge of attaining full
employment, poverty eradication, social inclusion and sustained economic growth in the global economy.
In light of these concepts, the idea of developing this manual came as a contribution from the ILO Cairo Office
to highlight the importance of adopting Human Resources (HR) management systems on the workplace,
to improve the working conditions, maintain workers' rights and combat labour challenges, such as labour
Turnover. The manual also, is highlighting a layout for an effective HR department, through the application of
HR Functions. It also encourages the companies’ management to better comply with the national labour law.
I seize this opportunity to thank the project team for their exerted efforts in preparing this manual. Wishing
these efforts would contribute in raising the management and workers awareness on the importance of
human resources principles. Which will help improving the productivity levels and guaranteeing a decent
work environment.
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INDEX
Project Overview ..................................................................................................................................................................................... 8
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Project Overview
In this context, the project seeks to promote compliance to national labor regulations and bylaws and productivity in
export factories through three parallel and integrated themes:
11. Capacity building for work inspection department.
22. Support employers and their representatives for improving compliance to work and productivity standards.
33. Establishing social dialogue systems and representing workers in factories.
Organizations always achieve competitive edge by having a resource that differentiate an organization from others.
In this regard human capital resource can meet such terms distinctively, achieve continuous competitive edge for the
organization and raise employment level in various sectors by promoting decent job opportunities in these sectors.
Today the HR Department is considered one of the prime functions in any organization, and is not by any standards
less than any other functions in an organization: like marketing, operations, finance; this is due to what appeared to be the
importance of the human beings and the way they can affect the productivity of any enterprise. The understanding of the
HR Management has spread in such a way covering prime diversified activities topped by the job analysis, the HR planning,
the attraction and motivation and development and training of the HR, in addition to the traditional activity related to the
administration of the HR affairs in an organization.
In this unit, we will address practical applications of the human resources department as following:
11. How to apply job analysis to issue job description cards.
22. Performance management and its importance as well as methods for applying Performance appraisal.
33. How to retain human cadres and to measure job satisfaction.
44. How to develop training needs analysis and design, conduct and assess training plan.
55. Training of trainers.
66. Selection and recruitment by laws.
77. Good communication between the three administrative levels, settling disputes and solving problems.
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Job description is one of the most important management tools companies take as a basic for selection and
appointment systems, performance appraisal, wages and training, etc. Further, the importance of job description appears
in determining responsibilities and tasks assigned to each employee, which means that there is a legal necessity of this
tool. In order to start designing such job description, we must first carry out a job analysis, and as much this process
completed in a scientific, correct and accurate manner, as that facilitate conducting a credible job appraisals process. Job
analysis is as follows:
Job Analysis
Job analysis is a process of collecting, studying, analyzing and recording data on the job and its various dimensions
and work conditions surrounding, and the relation of this job to other jobs - basic requirements to be positioned together
with the employees’ capabilities. Direct results of this analysis are preparing job description cards that explain the duties
and responsibilities and also defining functional specifications in addition to why and why this job is done, which are a list
describes knowledge, trends, skills, qualifications and experience required in the employee to perform the work effectively.
It represents the human side - which identifies the ideal individual in respect of physical, mental, personal and social
aspects.
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11. Analyze the gaps of the enterprise through a questionnaire that all employees in the company must respond to.
22. Study well the Strategic Business Plan of the Enterprise (Vision, Mission and Objectives) to define the direction of
the enterprise, in addition to the requirements for the future phase, specifically what is related to the current and
future staff of the enterprise.
33. Reviewing Organization Chart ensuring that it would fulfill the potential Strategy through the offered posts,
also review the functions and defining the nature of each post in the company / factory in order to define job
responsibilities for the enterprise as a whole.
44. Identify specialists (often HR specialist in cooperation with immediate supervisor of the employee) responsible
for analyzing and describing jobs, determining material resources required for implementation, the period and
number of personnel needed for conducting the study, and the general and secondary job groups.
55. Selecting methods of job analysis: at this stage, the method of data and information sources collection (from
employee, direct supervisor...) to be chosen. Data Collection Methods are three:
• Questionnaire
• Interview
• Observation
It is preferable to gather at least between more than one method; Questionnaire and
Interview, while conducting job analysis.
66. Explaining and defining Job analysis dimensions of the management and employees so that there is no fear of
the analysis process.
77. Collecting and analyzing data and information stage: At this stage data on all jobs will be collected from many
sources, mainly: workers themselves who occupy jobs (clarify duties and responsibilities related to their jobs)
and different department heads who oversee directly on jobs, where they are asked to submit their views and
information about jobs that will be analyzed.
88. Data collection requires designing forms (as shown below) and developing records that illustrate various
operational steps to job analysis. Then next step is to analyze, review, remove inconsistencies and confusion from
such data and classify them in a number of analysis factors that can be measured objectively in order clarify the
nature of each job, its level of difficulty, responsibilities carried by employee and the qualifications to be met.
Demand for
Labor
Outcomes
Demand Exceeds
Compare Recruitment
Define Establish Assess Current Supply
Human Resources Demand for and
Organization Corporate Goals
Supply of Human
Mission and Opjective HRMS: Gob Analysis Supply Exceeds
Resources Decruitment
Demand
Supply of Human
Resources
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Dear Colleagues,
The purpose of the questionnaire is to obtain current information on your job based on a review of job duties and
responsibilities.
We need your help to get an accurate description of your job. We are asking you to complete this questionnaire that
asks for information about your job duties. The questionnaire does not ask about your job performance; only what your
job requires you to do.
Your supervisor and manager will also be asked about your job, but they will not be allowed to change your answers.
We appreciate your active participation in this important study. If you have questions, please feel free to ask your supervisor
or division administrator.
IDENTIFICATION
Your Name:..........................................................................................................................................................
Division:........................................................ Department:................................................................
Reporting to:.........................................................................................................................................................
How long have you been in your current position: ....................... years........................ months
POSITION SUMMARY
What is the primary purpose of this job? Answer in the space provided. It may be easier to answer this question after
completion of the questionnaire.
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
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An applied and training guide for companies
RESPONSIBILITIES / DUTIES
• Describe specific job responsibilities/duties, listing the most important first.
• Use a separate statement for each responsibility.
• Most positions can be described in 6-8 major responsibility areas.
• Combine minor or occasional duties in one last statement.
• Each statement should be brief and concise, beginning with an action verb.
EDUCATION
General Education & Experience
Education-check the box that best indicates the minimum training/education requirements of this job. (Not necessarily
your education, but the requirements for the job).
EDUCATION
□ Bachelor's degree
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EXPERIENCE
TYPE OF EXPERIENCE NEEDED: Please indicate the specific job experience needed. Be sure that the experience stated is
what is actually required by the job, not what is preferred.
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
Check the box which best indicates the minimum amount of experience described above. (Not necessarily your years of
experience, but the requirements for the job.)
Do you supervise, provide leadership or coordinate the work of other employees on a permanent basis? If yes, then list the
position title(S) and number of employees you supervise, direct or lead.
□ Yes
□ No
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
PROBLEM SOLVING
How accessible is the information required to solve these problems?
Information Accessibility Key:
(E) Easy to obtain,
(G) Generally available but some investigation necessary
(D) Difficult to obtain and usually incomplete
(V) Vague or unavailable
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
DECISION MAKING
Are you allowed to make decisions that would commit the division, department, or unit to spend a substantial amount?
of money or other resources? □ Yes □ No If yes, give examples of range of authorized spending:
................................................................................................................................................................................
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................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
Do you serve as a specialist advisor to management with business decisions, which may significantly -wide or departmental
operations or policies and procedures? If yes, explain:
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
BUDGET ADMINSTRATION
Are you responsible for developing, monitoring or administering an income and/or expense budget in your Department?
Check the appropriate responses below to indicate the budget related responsibilities.
Income Expense
Processes transactions
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SUPERVISORY SKILLS
List the title(s) of employee(s) whom you directly supervise:
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Job Description
After job analysis, data collected from workers will be entered into a form named job description card. It is a full description
of responsibilities and duties assigned for an incumbent, educational and practical qualifications required and powers
authorized as well as to whom he/she will report. It includes:
11. Job Description Section:
To define functional responsibilities and duties required and work nature.
22. Incumbent Specifications Section:
To define experiences, educational qualifications, skills and personal characters required to be in an incumbent.
Group 1:
Identification that includes basic data on the position to differentiate it from other positions:
• Job Title
• Job No.
• Department
Reporting Relationship data as shown on the administrative organization chart of the company:
• Reporting to
• Reported by
Group 2:
Detailed position responsibilities and duties include:
• Position objectives
• Main Responsibilities
• Additional Responsibilities
Group 3:
Includes data related to functional relationships, exceptional and common responsibilities and duties of position, including:
• Areas of authorities
• Functional relationships
• Duties of committees, working groups
Group 4:
Educational certificates, skills and adequate experiences. Specifications required in a qualified person for position, including:
• Education
• Training
• Experience
• Skills
• Languages
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Group 5:
Data on those who developed and approved job description and approval date.
Other criteria
Powers authorized to incumbent:
• Position responsibilities limits
• Define volume of investment, revenues and expenses + number of supervised employees.
• Work circumstances
• Performance appraisal criteria
• Appraisal measures and Key Performance Indicators KPI’s must be SMART (Specific, Measurable, attainable, Realistic,
and Timely)
• Competencies required
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(Workflow)
Medical service
providers
HR Manager All Employees
Social Insurance
Primary Tasks:
A. Essential
• Establishes short and long-term departmental goals and objectives.
• Reviews and supervises the efficient and accurate processing of contracts.
• Supervise the HR and IT departments and directing them towards company’s strategy.
• Confers with management to identify personnel needs, job specifications, job duties, qualifications, and skills.
• Recruits, interviews, tests, and selects employees to fill vacant positions.
• Supervise and direct all pubic relation activities and outside relations such as; lawyers, oddities and municipalities.
• Recommends and maintains an organizational structure and staffing levels to accomplish company goals and
objectives.
• Formulates training policies, programs, and schedules, based on knowledge of identified training needs, company
production processes, business systems, or changes in products, procedures, or services.
• Administers benefits programs such as life, health, dental and disability insurances, pension plans, vacation, sick
leave, leave of absence, and employee assistance.
• Conducts wage surveys within labor market to determine competitive wage rate.
• Advises management in appropriate resolution of employee relations issues.
• Prepares reports and recommends procedures to reduce absenteeism and turnover.
• Identifies legal requirements and government reporting regulations affecting administrative functions and ensures
policies, procedures, and reporting are in compliance.
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An applied and training guide for companies
• Approves requisitions for equipment, materials, and supplies within limits of department budget.
• Maintains safety files and records.
• Review and supervise all maintenance activities and check lists including factory, outlets and admin.
• Handle the final receiving of outdoors booths and new outlets being developed according to specifications with
the coordination of business development and logistics.
• Prepares recommendations for management evaluation.
• Supervise the IT specialist in managing company’s database and mailing lists.
• Handle all IT and backups and outsourced deals like the ERP Microsoft company and POS simple touch company
• Creates, edits, and produces newsletters and others materials.
• Approves requisitions for equipment, materials, and supplies within limits of department budget.
• Directs investigations to resolve problems such as license revocations, and legislatives issues.
• Formulates procedures and guidelines for examining and licensing drivers and registering vehicles in accordance
with statutes, rules, and regulations.
• Plans and implements safety policies and procedures in compliance with labor law and industrial safety rules and
regulations in coordination with HR department.
• Recommends and implements improvements in use and maintenance of equipment’s related to administrative
support functions.
• Researches and develops resources and methodologies that create timely and efficient workflow.
• Confers with department heads to arrange for vehicles inspection, service, or repair.
• Provides guidance to media and public government relations specialist in field of work.
• Assumes management responsibility for emergency operations, public safety administration and special event
coordination.
Areas of Responsibilities:
• Finance & Accounting Management
• Budgeting & Auditing
• Payroll Management in coordination with HR Department
• Tax Accounting
• Cost Control
• Financial Risk Management
• ADMIN duties management
• IT Management
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Board Steering Committee:
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• Business development - ID
Legal Affairs Managing internal Audit • Finance & investments - HD
Director Office Manager (PR) • New Product Devel. - AS
Step 1: Review
organization mission
objectives strategies
How many people are Step 5: Develop and implement How many people will be
available now, and with human resource plans to match required, when, and of
what qualifications? people and job openings what types?
• Recruiting & selection
• Training & development
• Compensation & benefits
• Labor-management relations
HR planning:
• HR Management studies labor plans and changes in departments in the shadow of the given data and the strategic
goals of the company then submits them to the Higher Management for approval and adoption.
• According to labor plans and approved departments, HR issues " an annual labor plan including the estimated
annual budget for salaries, cash and in-kind benefits and submits them to the Higher Management for approval
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and adoption in no later than the end of November of the same calendar year. Any amendments on the annual
assembled and approved labor plan are to be submitted to HR manger to study and to get the approval from the
Higher Management.
• A copy of the approved annual labor plan is sent to the Director of Finance for the inclusion of the estimated annual
budget of the labor into the general budget of the company.
• In case there is need for unlisted labors in the approved annual labor plan, the assigned manger writes a (request
for job needs) form and sends it to HR department supported by adequate justification and with a period of no
less than a month from the date required for the job. The HR department studies it and submits it to the Higher
Management for approval. Finally, it is inserted in the report of implementing the annual labor plan.
Environment
Human
Identify and select
resource Recruitment Selection
competent employees
planning
Decruitment
Environment
1. Responsibilities:
HR Management is responsible for issuing and/or amending and implementing the recruitment and selection method
with the approval of the Human Resources Manager and the adoption of the Higher Management.
2. Eligibility terms:
It is required from all the applicants the following:
• Holding Egyptian nationality. Non-Egyptian can be accepted after proper justifications. In that case recruitment
is under a fixed-term work contract, taking into account the organizing requirements for hiring included in the
applicable labor system.
• Applicant shall not be less than 18 years old and no more than 60. This term may be excluded via providing
appropriate justifications.
• Applicant shall meet the scientific and practical qualifications necessary for the job according to the approved job
description with providing the original documents proving such qualifications.
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• The applicant shall be medically fit by a medical report recognized by the company.
• Applicant shall be of good behavior and should not have been convicted of a felony involving moral turpitude or
dishonesty-related crime proved by an official document- its issue date does not exceed three calendar months.
• Exceptions of any / all the conditions mentioned in the previous item are taken by the Higher Management.
3. Recruitment sources:
Priorities for the vacancies according to the following arrangement:
• Via promotion or transferring from one department to another or via seconding from affiliated company.
• Announcing the job vacancy/ vacancies in the internal advertising boards of the company to give the employees
of the company the chance to apply to the required vacancy/ vacancies.
• Reference from one of the enterprise current employees due to his knowledge of the Organizational Culture and
means of adaptation of the new recruit.
• Searching in the work requests previously submitted for the possibility of finding requests match the vacant job(s)
specifications.
• Via publishing it in one of the recruitment sites on the internet.
• Via recruitment company, and shall obtain the adoption of the Higher Management.
• Via personal contact.
• Advertisements on the enterprise web site.
4. Interviews:
For the applicant from inside the organization:
• The applicant employee goes through all the technical tests and interviews to determine how suitable s/he is for
the job.
• If the applicant is proved suitable for the advertised job, HR Management takes the necessary procedures to transfer
or promote the applicant to the vacant job after filling in the data in "changing job procedure" form and the
approval of the direct current manager and the approval of the Higher Management.
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Passed
Reject applicant
Medical/physical
Unfit to do essential elements of job
examination if required
(conditional job offer
made)
The direct supervisor needs to follow these steps before and during the interview:
• Prepare a simple list of questions, but needs to improvise during the interview
• Review of the applicant’s CV and applications Before the interview
• Must prepare a friendly atmosphere to make the applicant feel at ease with Positive energy
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5. Recruitment documents:
Candidates shall provide the following documents:
• The original computerized birth certificate • Original Form 6 from the Social Security
• The original graduation certificate or an approved • Work Permit “ for foreigners”
copy • Work Certificates*
• The original military status certificate for males • Training certificates*
• Work permit • Copy of a valid Driving License for Drivers
• Criminal record three months maximum • Certificate of skill measures (for technical posts)
• (4) recent personal photos size 6X4 • Certificate for relevant Association membership
• Copy of a valid ID • Health certificate for workers dealing with food and
• Exit Statutory records: *from previous job drinks (also coffeemen and canteen)
All the documents shall be kept in a file as long as the candidate works for the company and the candidate gets them back
when the work is finished for any reason.
7. Medical examination:
• HR Management sends the candidates to the medical examination.
• HR Management receives the results of the medical examination and decides the candidate's suitability to work. In
case the candidate is not suitable, they go back to the candidate's list to select others. If the candidate is proved to
be suitable, the rest of the recruitment procedures are to be completed.
8. Work contract:
• HR Management prepares a work contract by using "fixed-time work contract" form and the candidate signs it. The
fixed-time work contract shall be for only one year from the first day of work.
• In case of expiry of the fixed-time work contract, the contract becomes unfixed-time work contract and it becomes
subject to the applicable work system.
• If the candidate signs on the work contract and starts his job, it is an approval, acceptance and commitment from
his/her part to all the provisions and terms of the contract.
• Three originals of the contract to be signed by the employee and employer: an original with the employee, and
original with the Enterprise, and an original to be sent to the Social Security.
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Procedures
• The department manager who requests the transfer of the employ to his department shall write a "transforming/
seconding request" form.
• Transferring request approved from both sides (department s/he transferred from to the one s/he transferred to)
shall be sent to The HR Management then the submitted request to be revised upon the knowledge of The HR
manager in the shadow of the organizational structure of the company and its positive effect expected for the work
interest.
• The HR Management writes" job change procedure" form and submits it to the Higher Management for approval
and adoption. The employee gets a copy of the procedure as well as sending copies of the procedures to all
relevant departments.
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Application Form
Name:................................................................................................................................. personal
Position Applied for:............................................................................................................. photo
Date:................... ...............................................................................................................
Personal information
Address:...................................................................................................................................................................
Date of Birth:....................................................................... Place of Birth:...............................................................
Nationality:......................................................................... Phone No.:...................................................................
E-mail:................................................................................ ID/Passport No.:............................................................
Marital Status □ Single □ Married
Gender □ male □ female
Educational Background
High School
Diploma
Bachelors
Master’s
PhD
Languages
Arabic
English
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Computer skills
Proficiency
Computer Programs
Weak Good Excellent
Training Courses
Work Experience
Name Starting
End
Address
Reason for leaving
Tel. Number
Occupation From To
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Name Starting
End
Address
Reason for leaving
Tel. Number
Occupation From To
Name Starting
End
Address
Reason for leaving
Tel. Number
Occupation From To
Please explain thoroughly the duties and responsibilities involved in your previous job?
................................................................................................................................................................................
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................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
What would be your aspirations and hopes if you work at our company?
................................................................................................................................................................................
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................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
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Health Information
Do you suffer from any physical disability, hearing or vision impairment? □ Yes □ No
Please Specify
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
...............................................................................................................................................................................
.
Have you undergone a recent surgical operation? □ Yes □ No
Please Specify
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
................................................................................................................................................................................
Check
Name.................. ....................................................................................................................................................
Signature................................................................................................................................................................
Date of Submission...................................................................................................................................................
Information submitted in the application form is confidential.
Please attach Curriculum vitae, copy of certification degree, and letters of experience
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Performance Management
The Performance Management draws the wide lines for the overall politics, and the procedures to be followed by the
enterprise regarding the measure of the performance of the workers, which are well defined based on any urgent changes
related to rates of development and Investments, in addition to the maximum utilization of manpower and helping them
to achieve them.
Performance management is a process of continuous development and appraisal that deals with worker`s behaviors
not personality and even alters performance from being a routine work course into achieving a clear and drawn goals that
have been designed, clarified and defined to workers by such Performance management.
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Appraisal Timing
Based on firm / factory strategy, performance appraisal can be weekly, monthly, quarterly, biannually or annually.
Performance Evaluator:
Appraisal may be conducted by a direct supervisor, performance appraisal committee or co-workers or be a self-
appraisal.
Goals
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Production Description
Estimated days
Total Hours
Realization
Technical Performance
Firm Support
Areas of focus (special projects, ability to prioritize Projects, aware of others' time, etc.)
Areas of focus (gain respect & confidence of clients, cross-selling services, etc.)
Areas of focus (represent firm in professional manner, knowledgeable of firm services, attend some professional / social
events to represent firm etc.)
Subjective Criteria
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General Notes
Signatures
Employee:
The performance appraisal is an important matter for both the firm and employee. For the firm, it represents a standard
that demonstrates whether the employee dully do his duties and responsibilities as required or not. Through that, it will be
clear to the firm employee`s weakness and strengths and whether he has the capacity enabling him to perform designated
duties fully or not, and then that clarifies whether he has the potential for development and progress in the firm.
Equally important, performance appraisal determines workers group who do not achieve the firm`s / factory`s objectives
desired from their employment, making them a burden on the firm and unjustified cost. That ensures, in turn, taking due
measures to replace them with other more qualified employees who have the ability to achieve the goals.
As for employees, performance appraisal is an expression of the possibility of continuation and promotion in the firm,
through avoiding their shortcomings and providing the best level of performance possible.
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Percentage
Grade Appraisal
Description of
levels Grade
Distribution
3 Employee reaches expected peformance in most of aspects and has shown 70% 70 - 84
improvement, where performance was previously less than required
4 Performance does not reach expected level in most of aspects, where there 10% 60 - 69
are a number of areas the employee is requested to improve skills and
behavior
5 Performance is far less than required in all aspects and the employee needs 5% less than
significant improvements in all areas or the employee cannot continue in 60
this job
For those working during probation period, they will be appraised as follows:
11. Eligible and to be employed in the firm / factory.
22. Not eligible and terminate contracting.
Verbal appraisals will not be counted if they contradict with results of the approved general appraisal and what is kept
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in his file. If it is later became clear that the appraisal was not accurate, evaluator will be held responsible. Each employee
will review his appraisal after approval and be informed with his weakness and strengths. If there is no objection, employee
signs his appraisal, if any, he will mention it in writing. This objection will referred to performance appraisal committee for
consideration. Then the said committee will inform the employee with its decision on his objection. If the objection was
right, the appraisal will be corrected as well as drawing evaluators` attention.
Employee must not resort to object on his direct supervisor`s appraisal results, unless he has strong evidence supported
by reasons and reasonable arguments.
10%
70%
10%
5%
5%
Innovative mind
with excellence
requirements
performance
requested
Did not do
requested
the job as
Bad
1 2 3 4 5
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Name: :االسم
Position: :الوظيفة
Department: :القسم
Section: :القطاع
Date: :التاريخ
loyalty to the company and preserving its 5 □ 100 – 90 points 5 □ 100 – 90 points
interests 4 □ 90 – 80 4 □ 90 – 80
اإلخالص للشركة والمحافظة على مصالحها 3 □ 80 – 70 3 □ 80 – 70
2 □ 70 – 60 2 □ 70 – 60
1 □ below 1 □ below 60
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Total Scores from 100 ١٠٠ اجمالي عدد الدرجات من Performance % النسبه المئويه لالداء
Recommendation: التوصية
Transfer: □ :نقله لمكان اخر No Increase: □ :يحرم من الزياده Dismissal: □ :االستغناء عنه
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An applied and training guide for companies
Employee Comments/Reactions
(Optional- If employee wishes to do so, any comments concerning the appraisal may be indicated in this section, or by
an attachment)
رد الفعل/ تعليق الموظف
) فيمكن ان يكتبه في هذا الجزء او يرفقه،( اختياري – اذا رغب الموظف ان يكتب تعليق معين
I have read and discussed this evaluation with my supervisor and I understand its contents. My signature means that
I have been advised of my performance status and does not necessarily imply that I agree with either the appraisal or
the contents.
وهذا ال يعني، واوقع هنا علي انه قد تم نصحي بمستوي ادائي الحالي، واتفهم محتوي هذا التقييم، لقد قرأت وناقشت هذا التقييم مع مشرفي
.بالضروره بانني موافق علي التقييم او محتواه
Date: :التاريخ
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An applied and training guide for companies
This appraisal is used daily or regularly to evaluate employees` performance in the short term and its standards will
be developed based on the objectives representing the desired outcomes. Hence, achieved outcomes will be compared
with objectives to see whether objectives have been achieved. We attempt to correct deviation if required. Performance
is to be assessed based on the following elements:
11. Work progress reports presenting accurate, clear, comprehensive and sufficient information.
22. Focus on finding deviation reasons.
33. Determination of procedures that have been taken to correct deviations.
44. Build cooperation with supervised in correction period.
55. Holding discussion with employees on supervisory system is a mere tool to measure progress and improve
performance.
66. Active supervisory is accompanied by specific individual responsibility.
Pros Cons
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An applied and training guide for companies
Conflict is defined as disagreement over a certain issue leads to hinder decision-making to select alternatives. It can
also be defined as a case of disagreement between two or more because of an interaction that leads to tension between
dispute parties resulting in poor performance as well as decision confusion. Conflict is an inevitable phenomenon of
entityal environment that cannot be avoided. Its severity and impact on the firm and individual vary based on the matter
and conflict parties.
1. Positive Trends:
A trend considers conflict as a good chance to figure out weakness in the entity and then find successful solutions.
That is through receiving suggestions and different views on dispute issues, encouraging innovation and creative
ideas to develop procedures, methods and entityal chart for improving performance, increasing productivity and
building new good relationships between individuals by making a real change to achieve desired targets.
2. Negative Trend:
A trend sees conflict from its negative side as it distracts efforts and consumes a great deal of entity's resources
which leads to increasing work stresses on workers. This decreases productivity and disturb relationships and then
cooperation between workers becomes impossible causing offensive actions between individuals.
3. Balanced Trend:
A trend looks to conflict on a reality as some conflicts are welcomed and others are not depends on circumstances
and potentials. It sees that some conflicts can be avoided not to concentrate on and others could be addressed and
managed effectively leading to solve the problem causing the conflict.
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An applied and training guide for companies
Conflict mostly occurs between parties spontaneously and sometimes intentionally as a director or supervisor may resort
to it for causing tension between individuals in application for "Divide and Conquer" principle to serve his objectives and
goals. Notably, conflict occurs between all employees; directors, supervised, male, female and in different ages, positions
and educational levels. Conflict takes different forms of tension, worry, fear, objection, not responding, loud voices,
abusive language, etc.
11. Scientific strategy: an objective analysis of conflict causes and then develop appropriate solutions.
22. Political strategy: Give each group member equal right in proposing, discussion and opinion and take the majority
opinion in decision-making.
33. Legal Strategy: Looks for the laws and regulations on the problem and then take what applies and enforce it.
44. Hierarchy strategy: subject to the highest authority in the entity according to its entityal chart and consider its
opinion on the solution process.
55. Solution Participating Strategy: bringing all parties involved in a conflict to a round table to exchange views to
reach a common agreement that satisfies everyone.
11. Conflict Avoidance: Adopting a method of non-confrontation with the other party through the postponement or
neglect.
22. Use of Force: This method is used to force the other to accept a particular viewpoint or let him to perform
something unwillingly by the use of power. This method is feasible when you are facing a crisis, do not have
sufficient time to think or to use it with individuals who you find they are difficult to control.
33. Adapt, Indulgence or Waiver: This method depends on accepting the other party`s idea without looking at your
ideas or opinions, in other words, is to meet the demands of others against yours.
44. Conciliation or Compromise: This method relies on a negotiating style in which one of parties to sacrifice some of
its demands against the other sacrifices of some other of its demands also.
55. Cooperation: This method depends on reconciliation and avoiding disagreement key points, i.e. to work on
common interests between the parties. However that is beneficial to all parties, the possibility of raising problems
are expected. The reason behind is that the points of disagreement have not been resolved and understood.
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An applied and training guide for companies
Introduction
Sustainable competitive edge for entities can be achieve through directing the human element which primarily
includes changing the way of thinking in the human element of being a mere cost on the entities to a strategic
advantage. Competitive advantage for entitys can generally be realized through organizing their activities.
Competitive advantage can be comparative from one entity to another and within a certain period and would be
ongoing feature that characterize such entity for a longer period of time during which none of competitors can imitate
or simulate this feature.
The improvement of business owners` and managers` skills in how to build and strengthen institutional loyalty will
enhance loyalty of workers. Through administrative strategic plans for human resources and its development, and
maintaining motivation and reward basics, administration could find personnel`s loyalty. This leads to multiple purposes
at the same time to achieve the entity objectives and enhance its competitiveness, development and growth in the right
pattern, and incite workers to exert efforts in progressive levels of efficiency, skill and creativity.
11%
89% Of managers
believe
Of managers believe employees leave for more money employees leave
for other reasons
12% 88%
Employees leave
for more money Of employees leave for reasons other than money
The real reasons for employees turn over are the following:
Discrimination
Supervisor - lacked technical skills
Poor senior leadership
Supervisor - incompetent
Training
Poor working conditions
Supervisor - poor employee relation
Supervisor - displayed favoritism
Not liking what i am doing
Unavoidable reasons
Working hours
Supervisor - lacked leadership skills
Job duties boring/no challenge
Compensation
Supervisor - lacked respect/support
Limited career/promotion opportunities
Coworkers' attitudes
Benefits
Harassment
18 16 14 12 10 8 6 4 2 0
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An applied and training guide for companies
Case Study
A human resources manager working in textile manufacturing faced employees losing (turn over) and not Retention,
he conducted a questionnaire on this regard. He found some deriving factors:
1. Seeking a Better Salary (that does not represent more than 12%):
Some see better salary as the main cause for moving employees to another entity; privileges and big salaries entice
employees and there are entities and firms provide so which are enable workers to meet the burdens of life.
4. Economic element
It is expensive living conditions, rise in prices and the employee search permanently for the best to meet the burdens
of life.
7. Employees Hunting
By providing an appropriate salary, privileges and allowances commensurate with the nature of life in which we live
whether in terms of housing, transportation, social insurance, health care, leave, psychological and moral comfort and
job security, entities hunt an employee or worker and make him not to think moving into another place, whatever
the temptations.
Employee Retention
Employees are valuable assets to any entity (employees are assets not costs) so it is necessary to protect this
vital resource because they play a crucial role in the growth and overall success of the entity. Focusing on retention
techniques can have a positive effect on the entity, increase employee productivity, improve performance, increase
profits, and reduce staff turnover and absenteeism from work.
Successful companies keen now to study the reasons behind employees` leave or staying at work and if experts can
offer their observations hence each entity has to determine the reasons for its own retention. Many business owners
realized this high importance of retention and they appointed a so-called employees retention official. Rarely, it is
happened to appoint a person in human resources department to ensure retention procedures and proper execution of
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An applied and training guide for companies
regulations and laws that are in favor of worker. That is through conducting job satisfaction search, analyzing problems
and find out the strengths and weaknesses of the entity, and then converting weaknesses into strengths, which is a good
trend the entity uses to retain workers.
Psychometric Assessment is the most advanced and contemporary way for Employee Retention, defining different
Profiles for every job and creating a job-fit between the employee and the job.
The Psychometric Assessment measures how well an individual fits specific “job matching”, and it enables you to
evaluate an individual required to successfully perform in a specific job. It is used throughout the strategic workforce
planning.
The assessment will also define the best employee for the job based on his personality and enternal skills. It has
been proven that matching the employee to the best secures a higher success rates for the enterprise through their
employees, in addition to greater job satisfaction, decreasing negative issues like work pressures, conflicts, miss-
communication and increasing potentiality among employees.
Non-Retention Implications
11. Efficiency loss that cannot be easily restored that took a long time to get the current level.
22. Wasting money and efforts on training and rehabilitation of ex-employees of all levels.
33. Required spending to replace the competencies that leaved the entity is increasing.
44. Time waste for teaching and training new employees in order to understand the new work in the entity.
55. Profitability and productivity will be Affected.
66. Loss of competitive advantage a former employee adds to the entity and gives his expertise to another
competitive entity.
77. Instability of the entity`s development plans and programs.
88. A high percentage of job evasion gives a bad image of the entity among competitors.
1. Job Security
Many individuals have seen a deterioration in job security over the past years, and the most important reasons were
downsizing, acquisitions, IPO, merge and institutional restructuring which affected employees loyalty and retention.
a great number of senior workers had suffered from dismissal and job reductions in some of the entitys leading to
raise high anxiety levels among remaining employees and therefore they started thinking of leaving the entity before
being dismissed.
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An applied and training guide for companies
5. Work environment
Environmental and material factors, such as space, light, temperature, noise, offices position or work machines, effect
on the retention! Moreover workers want a safe working environment, especially in dealing with risks and accidents.
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entity. The employee will feel that his entity seeks to satisfy him because he is an important part and not just a
number in its structure. Key advantages are:
◊ No Interest Credit Programs
◊ Social Services Programs (Pilgrimage trips and old and leisure)
◊ Pension
◊ Health, social and accident insurance, etc.
◊ Honoring the ideal employee
◊ Rewards for constructive proposals especially when performance and production were improved
◊ Housing projects for workers
◊ Subsidized home appliances programs
◊ Transport Services to the Entity
◊ Providing education support programs for workers` children and free university educational opportunities
for high achievers
◊ Diversified health services, could also cover family members of first degree with a minimal fee
Job Satisfaction Survey aims to find out employees` satisfaction from their work in the entity, knowing that such survey
is confidential. A statistical study will be conducted on the results in order to address weaknesses and strengths through
SWOT, and then try to overcome the weaknesses that affect employees` performance and continuity within the entity
and improve firm human resources, which reflects positively on achieving goals.
This survey can be made on annual or semi-annual basis and formal or informal dialogues. These dialogues do not bear
fruit without giving attention to what workers say; i.e. honesty in the dialogue.
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An applied and training guide for companies
ProfileXT™
This assessment reveals consistent, in-depth, and objective insight into an individual’s thinking and reasoning style,
relevant behavioral traits, occupational interests, and match to specific jobs in your organization. It helps your managers
interview and select people who have the highest probability of being successful in a role, and provides practical
recommendations for coaching them to maximum performance
It also gives your organization consistent language and metrics to support strategic workforce and succession
planning, talent management and reorganization efforts. Why assess employees? Given the opportunity to land a new
job or to be promoted, people may tell you what you want to hear instead of the truth.
Additionally, so much of their success depends on the specific type of job and the organization in which they would
work. Success seldom transfers automatically. The cost of a bad hire is very high considering the hiring and ramp-up
costs, low productivity, and disruption to customers and co-workers.
The ProfileXT gives you an objective inside look at the behaviors and motives of job candidates to help you make
better hiring, promotion and organizational decisions. Giving this information to managers helps them be more effective
and get the very most from their people. How does the ProfileXT assessment work? Prior to assessing candidates,
our experts help you develop peak performance models for your jobs in question that you will use to compare job
candidates against.
Once established, our clients deliver the PXT to their candidates over the Internet—hiring managers or an HR
administrator simply forwards a link. The assessment does not need to be monitored, so the candidate can take it from
any computer with Internet access. The system instantly scores the assessment and informs the hiring managers where
they can access the results.
The hiring manager can use the results as a screening tool or to assist them in the interviewing, selectionand
onboarding process.
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An applied and training guide for companies
The main point of this survey is to find out the extent of your الهدف من هذه االستمارة هي معرفة مدى رضاؤك الوظيفي
career satisfaction in company/ factory . دقيقة20 الوقت المسموح.جميع اجاباتك سوف تكون سرية
All your answer will be confidential, expected time is 20 min. .بالمؤسسة
Current job :الوظيفه الحاليه
Department :القسم
Nature of Job: part time □ Full Time: □ . □ وقت دائم □ بعض الوقت:طبيعة العمل
Date: :التاريخ
It’s easy to get the answers for the questions that related to employees policies □ □ □ □ □
من السهل الحصول على إجابات على األسئلة التي تدور حول السياسات المتعلقة بالموظفين
I have a clear path for career advancement لدي مسار واضح للتقدم الوظيفي □ □ □ □ □
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An applied and training guide for companies
Work place company/factory مكان العمل المؤسسة 100% 75% 50% 25% 5%
I feel that I play an important role in achieving the mission of the company / □ □ □ □ □
factor
أشعر بأنني العب دورا هاما في تحقيق مهمة المؤسسة
My management encourages the team work تشجع االدارة الخاصة بي فريق العمل □ □ □ □ □
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An applied and training guide for companies
The direct supervisor as a positive role model المشرف المباشر بمثابة قدوة إيجابية □ □ □ □ □
I’m proud of working with the company / factory أنا فخور بالعمل في المؤسسة □ □ □ □ □
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2- What is the company / factory Values?
اذكر قيم المؤسسة-2
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3-Explain the company / factory vision and mission?
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4-What are the areas that need more development? Explain according to the importance?
. ما هي األشياء التي تحتاج إلى مزيد من التنمية؟ وضح وفقا لألهمية-4
................................................................................................................................................................................
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5- What are the things that you don’t like in the company/factory?
And how can we overcome them from your own point of view?
. من وجهة النظر الخاصة بك, ما هي األشياء التي التحبها في المؤسسة ؟ وكيف يمكننا التغلب عليها-5
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Training is a structured process designed to provide workers with specific knowledge and development skills and work
performance changes to help achieve the goals of the organization, and also helps in upgrading quality.
Types of Training
Specialized training: This type includes higher functions than the technical and professional job, as it requires specialized
expertise and knowledge to practice the profession.
Management Training: Includes categories of administrators in the upper or supervisory or medium levels, it includes
broad areas mostly concentrated around the behavioral, leadership, financial, accounting and developmental aspects.
(leadership skills - Business Administration - supervisory skills).
Vocational training: and it is training in the field of crafts that require a large extent and variety of knowledge and.
(knitting – mechanics – electricity).
Training of trainers: the trainees are trained in order to prepare them to do their part through skills development to be
able to deliver information (coach - teacher - professor).
Training Goals
The complete review of the enterprise’s Strategic Business Plan to ensure the adequate perception of the required
objectives in short and long bterms. The Human Resources Management in June or November of each year addresses the
specialized directors to determine the training needs of the staff using the "identification of training needs" (TNA model)
To verify the suitability requirements of the nature of work and compliance with quality objectives.
The specialized managers send those needs to the human resource management department in under two weeks
following the date of receipt.
The Human Resources Management studies the training needs of the student bodies in terms of repetitive topics and
training candidates and the possibility of internal or external training and the estimated cost in comparison with required
budget for the training of staff and approval of senior management, as the proposed training views are determined by of
the company's approved training department.
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Based on the study of training needs, the human resources management issues the annual training plan, which is presented
to senior management for approval and accreditation, and then other departments get notified with their approved plans
for training.
The human resources management chooses the training institutions after evaluation of the technical and financial aspects
using the training evaluation model, and the decision is made as follows:
• Training views that you get a very good evaluation or excellence in the assessment are deployed as a certified
training party for the company.
• Training views that get a good evaluation is re-evaluated.
• Training views that you get weak evaluation are not acceptable.
Types of Training
Internships:
Training that is done by workers in the company / plant to their colleagues or subordinates. This type of training has several
benefits such as:
• Develops the skills of both trainer and trainee and strengthens the relationship between them.
• Focuses on the subjective applications and problems in the company / plant.
• Coaches are eager to develop the skills of the trainees.
External training:
What characterizes it the most is that trainers may have wider experience in the field of training and have the theoretical
or practical background. The benefits of external training are as follows:
• Adds ideas from outside the company / factory and allows workers to see from another point of view.
• May provide means of training that aren’t available in the company / factory itself.
• Training sessions involves more than one institution which allows trainees to discuss and dialogue and exchange
expertise and learn from the experiences of other institutions as well as building a good working relationship.
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An applied and training guide for companies
The human resources management keeps a file for each trainee placed inside their profiles, It includes:
• Copies of the training programs certificates.
• Training record.
• Training effectiveness assessments.
• Assessments of trainees by the trainers.
By the end of the annual training plan for the company / factory, the development of human resources management
issues the success of the plan report. Illustrated by the following:
• Individually evaluation of implemented training programs.
• Number of trainees and actual course plan.
• Number of implemented planned sessions.
• The estimated and actual costs.
• New staff training programs.
• The difficulties faced during the implementation of the training plan.
• Number of uncharted courses (emergency training).
• Recommendations for future programs.
Personal data
Name:
Job:
Department:
Direct Manager:
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Training Needs
1 1 2 3 1 2 3
Signature: Signature:
Date: Date:
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• Take attendance
• Insure the availability of Over head
• Evaluate Trainer’s capabilitis
• Evaluate Trainees response to Trainer
• Insure that Snacks are of good quality
• Insure that the Training location is qualified
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An applied and training guide for companies
Change management
Communication skills
Time management
Presentation skills
Customer services
Health and safety
Negotiation skills
Decision making
Leadership skills
Problem solving
Computer skills
Appraisal skills
Report writing
Fire fighting
Teamwork
Sales skills
First aid
Name Div Dpt Post
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Training Evaluation
General Information
Name:
Department: Title:
Instructor Name:
Instructor Evaluation
Program Duration
Training Venue
Training Time
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An applied and training guide for companies
The most important skills that have been gained through participation in the training program:
11.
22.
33.
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Remarks:
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Training of Trainers
Training Concept
Training is known as a "continuous activity to provide individuals with the skills, experience and attitudes that make them
able to perform specific work in order to increase productivity for them and the organization in which they operate, or
transfer of knowledge, skills and behaviors to develop the individual to perform specific tasks.
Preparing individuals with the backgrounds and practical experiences sufficient for them to coach and equipping them
with the skills that enables them to transfer information and expertise to others through modern methods of training, and
the highlight of the importance of training is bridging the performance gap to meet training needs in various fields and
achieve the goals and achieving progress and development to individuals and institutions, training is both science and
art, as it is taught science and creative skills and successful human development.
Target group
This article has been designed for the officials of training and development, human resources departments, and other
departments such as the human resources developmental managers, consultants, and anyone who is interested in
learning and training, from the employees of the Department of Training and Development to all senior and middle-level
managerial and supervisory working in the field of training and development as well as operating and executive levels
involved in the preparation and implementation of the training plan of the organization.
The Five overlapping phases of the life cycle of the training are:
Training
Review course contents with client
design of Summary
Needs
courses report
Assessment
Run the course / workshop
Venue feedback
Review with assign
relevant adequate
supervisors trainers Admin feedback
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An applied and training guide for companies
The training requirement occurs when there is a gap between the actual performance of the individual or institution, and
the specific directions needed by individual in an institution in order to perform certain tasks and function more effectively.
It is a process used for identifying and arranging training needs and decision-making and plans concerned with meeting
these needs.
• Measurement of the levels of Insufficiencies and performance constraints.
• Requirements arrangement by priority.
• Identify target training category.
• Definition and identification of needs.
• Identifying training objectives based on the results of the needs assessment.
Through the process of assessing the training needs, the following can be determined:
• The type and level of training required.
• Individuals who need to be trained.
After highlighting and clarifying the objectives of the training, it is necessary to identify areas that will be focused on by the
training content; this process is called training content design which is a very important step in translating the objectives
of the training to an actual learning program.
In general, the training content is an inclusion for all the required training content, as it includes the main themes and sub-
themes and may extend to selecting multiple levels of detail stage.
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• Select the appropriate audio and visual aids for each subject.
From that it is clear that we need to identify the training content to arrange information according to priority and
importance as follows:
• The first priority: is the basic information that you should know about the subject to achieve the objectives, without
presenting it the subject cannot be understood.
• The second priority: Information that is preferable to know which adds support and value to the basic information.
They include information that will help the trainees build a good understanding of the subject and deepen their
knowledge of it.
• The third priority: Information that is considered okay to know and they hold a lower priority and are not critically
essential as they can be excluded if time didn’t allow them to be presented. They include historical public information
and small details that may be worthy of knowledge.
Objective: The trainee at the end of the session will be able to:
• Recognize the concept of following-up and evaluating the training.
• Illustrate the importance of follow-ups and evaluation of trainers and trainees.
• Learning ways of training evaluation.
Defined as a continuous process intended to ensure that the training plan is being implemented accurately without
deviation to achieve its the goal with intervention in the implementation for the removal of any obstacles that may hinder
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the progress of the plan to sway off-track on to achieving the ultimate goal, and sometimes the intervention can be for the
development of operational procedures..
Training evaluation
It is to know the extent to which the training program is meeting its objectives and to highlight strengths to enhance them
and weaknesses to overcome them in the future programs so that training can increasingly develop and become more
effective on a regular ongoing basis.
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Notes
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Notes
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Notes
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