Appendix A

Summary of the Core Competencies1 and A Self-Assessment

Questionnaire
INSTRUCTIONS
Review the ibstipi performances for each competency. Carefully reflect on your own abilities in each of
the described performances and then make an overall self-assessment for each competency using a 4 point
scale2 which carries the following meanings:
1. Seriously Deficient. This means that you believe that you “are seriously
deficient in the performance of all or most of the skills"
2. Limited Performance. This means that you believe that you "perform all or
most of the skills in a limited way"
3. Successful Performance. This means that you believe that you "perform all
or most of the skills in an appropriate way"
4. Outstanding Performance. This means that you believe that you "perform
all or most of the skills in a highly effective way"
The on-line questionnaire is programmed to generate a current competency histogram. If you are
completing the questionnaire off-line plot your current competency graph manually. Please be aware that
a “correct” or “valid” graph is totally dependent upon your accuracy in assessing yourself . Allowing for
exceptions to the rule we might generally say that a “low” score for an inexperienced instructor lacking
formal instructor training would be “expected” while an experienced, formally trained instructor would be
“expected” to score high.
After reviewing the CD and/or Video re-assess your competencies in light of the models you have seen.
This is important because you may well determine after viewing the model performances that you are in
fact performing better, or worse, than you had thought.

1
Drawn from Instructor Competencies: The Standards, Volume 1, ibstpi, Certification Edition,
1993. Published by the International Board of Standards for Training, Performance and
Instruction, Batavia, Illinois, 60510. Library of Congress Catalog Card Number: 92-83895. ISBN
881326-03-9.
2
Adapted from the Candidate Bulletin of Information for the Certified Technical Trainer.
Published by the Chauncey Group International Ltd., PO Box 6541 Princeton NJ, 08541-6541

Page 1
 Instructions: Place an x in the box which best describes your current performance.
1=seriously deficient 2=limited performance 3=appropriate performance 4=effective performance

Competency One: Self Assessment

1 2 3 4

Analyse Course Materials and Learner Information.

• Review materials and audience information and identify areas where

adjustments may be needed
• Make minor adjustments to learning materials.
• Judge the appropriateness and adequacy of any adjustments.
• State a rationale for the judgement and the adjustments.

Competency Two: Self Assessment

1 2 3 4

Assure Preparation of the Instructional Site.

• Confirm logistical arrangements.

• Confirm the physical arrangement of the instructional site, materials, equipment
and furniture.
• Control the physical environment.
• Plan ways to minimise distractions.
• Assure proper disposition of equipment, materials and furniture.
• Judge how well logistical and physical arrangements support the instruction.
• State a rationale for decisions regarding logistics and physical environment.

Competency Three: Self Assessment

1 2 3 4

Establish and Maintain Instructor Credibility

• Demonstrate acceptable personal conduct.

• Demonstrate acceptable social practices.
• Demonstrate content expertise.
• Provide a model for professional and interpersonal behaviour.
• Demonstrate flexibility in response to learner needs and interests.
• Judge the degree to which credibility is an issue or distraction at any time
during instruction.
• State a rationale for the judgment and the actions taken to establish, maintain
and re-establish credibility in a particular situation or in general.

Page 2
 Instructions: Place an x in the box which best describes your current performance.
1=seriously deficient 2=limited performance 3=appropriate performance 4=effective performance

Competency Four: Self Assessment

1 2 3 4

Manage the Learning Environment

• Select initial presentation strategies.

• Involve learners in establishing an appropriate level of learner comfort.
• Adapt delivery to account for learner characteristics.
• Manage time available for course.
• Provide opportunities for learner success.
• Manage group interactions and participation.
• Resolve learner behaviour problems.
• Judge whether the learning environment facilitates successful performance.
• State a rationale for the judgement.

Competency Five: Self Assessment

1 2 3 4

Demonstrate Effective Communication Skills

• Use appropriate verbal and nonverbal language.
• Adapt verbal and nonverbal messages to learners' needs.
• Use frames of reference familiar to the learners.
• Determine if learners understand messages.
• Judge the effectiveness of the communication.
• State a rationale for the judgement.

Competency Six: Self Assessment

1 2 3 4

Demonstrate Effective Presentation Skills

• Use the voice effectively.

• Use eye contact effectively.
• Use gestures, silence, movement, posture, space and props effectively.
• Organize content effectively.
• Use anecdotes, stories, analogies and humor effectively.
• Judge the effectiveness of a presentation.
State a rationale for the judgment.

Page 3
 Instructions: Place an x in the box which best describes your current performance.
1=seriously deficient 2=limited performance 3=appropriate performance 4=effective performance

Competency Seven: Self Assessment

1 2 3 4

Demonstrate Effective Questioning Skills and

Techniques
• Use appropriate question types and levels.
• Direct questions appropriately.
• Use active listening techniques.
• Repeat, rephrase or restructure questions.
• Provide opportunity and adequate time for learners to state questions,
comments and concerns and respond to questions.
• Judge the adequacy of instructional questions.
• State a rationale for the judgment.

Competency Eight: Self Assessment

1 2 3 4

Respond Appropriately to Learners’ Needs for

Clarification or Feedback
• Identify learners with clarification and feedback needs.
• Determine when and how to respond.
• Provide prompt, timely and specific feedback.
• Judge the adequacy of feedback and responses.
• State a rationale for the judgment.

Competency Nine: Self Assessment

1 2 3 4

Provide Positive Reinforcement and Motivational

Incentives
• Match learning outcomes to learner and organizational needs and goals.
• Use introductory activities appropriate to developing learner motivation.
• Plan and deliberately use feedback and reinforcement during instruction.
• Judge the adequacy and appropriateness of motivational strategies used during
instruction, and adjust as necessary.
• State a rationale for the judgment.

Page 4
 Instructions: Place an x in the box which best describes your current performance.
1=seriously deficient 2=limited performance 3=appropriate performance 4=effective performance

Competency Ten: Self Assessment

1 2 3 4

Use Instructional Methods Appropriately

• Implement a variety of standard instructional methods.

• Manage the group dynamics associated with each method.
• Judge the appropriateness and effectiveness of methods and techniques.
• State a rationale for the judgment.

Competency Eleven: Self Assessment

1 2 3 4

Use Media Effectively

• Use media and hardware properly.

• Troubleshoot minor hardware and other simple problems.
• Substitute for, add to, switch or create media as required.
• Judge the effectiveness of the use of media.
• State a rationale for the judgment.

Competency Twelve: Self Assessment

1 2 3 4

Evaluate Learner Performance

• Monitor learner progress during instruction.
• Administer tests and instruments.
• Evaluate attainment of end-of-course objectives.
• Judge the adequacy of the evaluation.
• State a rationale for the judgment.

Page 5
 Instructions: Place an x in the box which best describes your current performance.
1=seriously deficient 2=limited performance 3=appropriate performance 4=effective performance

Competency Thirteen: Self Assessment

1 2 3 4

Evaluate Delivery of Instruction

• Evaluate the instructional design, as modified, during delivery.

• Evaluate an instructor's performance.
• Evaluate the effects of other variables - including the instructional environment
- on learner accomplishments.
• Judge how well a course works for a particular group of learners in a particular
situation.
• State a rationale for the judgment.

Competency Fourteen: Self Assessment

1 2 3 4

Report Evaluation Information

• Prepare to report post-course summary and evaluation information.

• Report evaluation and end-of-course information.
• Recommend revisions and changes to existing materials and provide
suggestions for new programs and activities.
• Report information about learning and physical environments.
• Judge the adequacy, appropriateness and timeliness of reports to instructional
designers and appropriate management.
• State a rationale for both the information included in evaluative and summary
reports and the audiences to receive that information.

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Self Assessment Graph

effective performance 4

limited performance 3

appropriate performance 2

seriously deficient 1
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Competencies

Competencies:
1. Analyse Course Materials and Learner Information.
2. Assure Preparation of the Instructional Site
3. Establish and Maintain Instructor Credibility.
4. Manage the Learning Environment.
5. Demonstrate Effective Communication Skills.
6. Demonstrate Effective Presentation Skills.
7. Demonstrate Effective Questioning Skills and Techniques.
8. Respond Appropriately to Learners’ Needs for Clarification or Feedback.
9. Provide Positive Reinforcement and Motivational Incentives.
10. Use Instructional Methods Appropriately.
11. Use Media Effectively.
12. Evaluate Learner Performance.
13. Evaluate Delivery of Instruction.
14. Report Evaluation Information.

Page 7