Assessor training Module 7 The Onsite Assessment Interstate

Assessor training Module 7 – The On-site Assessment Interstate Renewable Energy Council IREC ISPQ Accreditation and Certification Assessor Training

The On-site Assessment By the end of this module, you will: Know which candidates require an on-site assessment Understand how to schedule and plan an on-site assessment Be able to list what should be covered with the candidate while planning the on-site assessment Learn which activities might be included in an on-site assessment Assessor Training

The On-site Assessment By the end of this module, you will: Identify the types of tools, equipment, and hardware you should look for when on site Know what types of written materials you will examine Learn how to write a closing report and explain a corrective action plan Assessor Training

Who Requires an On-site Assessment? Lesson: Introduction Independent Master Trainer Applicants Training Program Applicants Others if there is cause Assessor Training

Basic Timeline Lesson: Introduction Four months Desk Assessment Report On-site assessment = one day Assessor Training

Schedule the On-site Assessment Lesson: Introduction Assessor Training

Planning the On-site Assessment Lesson: Planning Assessor Training

Planning the On-site Assessment Lesson: Planning Criteria Prepare checklists Plan Agenda Performance Indicators Documentation Assessor Training

Communicate with the Candidate Lesson: Planning Timing, logistics, costs Records and systems Facilities and equipment Observing instruction Agenda and meetings Assessor Training

Learning Activity The questions in these activities are a different way to think about the material and should not be thought of as tests. For your convenience the questions are also included in the Practice Exercises. You can use these to jot down your answers before moving to the answer slide. Use your down arrow to continue with this module. Assessor Training

Learning Activity TRUE or FALSE? Generally, the assessment covers only the specific program and its support operations as indicated in the candidate’s application, and items needing physical verification Use your down arrow to see the answers, then again to continue with this module. TRUE. Assessor Training

Initial Meeting Lesson: Assessor’s Tasks Assessor Training

Assessor’s Tasks ? Accurate and complete ? Lesson: Assessor’s Tasks ? Fitness for credential Assessor Training

Assessor’s Tasks Lesson: Assessor’s Tasks Interviews Safety/ equipment Admin systems Document! Observe instruction Curriculum Facilities Assessor Training

Documentation Lesson: Assessor’s Tasks Assessor Training

Documentation Methods Lesson: Assessor’s Tasks CONFIDENTIAL Assessor Training

Interviews Lesson: Assessor’s Tasks Assessor Training

Facilities Lesson: Assessor’s Tasks Assessor Training

Tools, Equipment, and Hardware Lesson: Assessor’s Tasks Assessor Training

Tools, Equipment, and Hardware Lesson: Assessor’s Tasks Assessor Training

Observe Training Lesson: Assessor’s Tasks Assessor Training

Observe Training Lesson: Assessor’s Tasks Sufficient tools and equipment? Truly hands-on? Safety Assessor Training

Examine Documents Policies and procedures accessible Lesson: Assessor’s Tasks Student record maintenance Documents Meeting records kept Used for quality improvement Assessor Training

Plan for the Unexpected Lesson: Assessor’s Tasks Assessor Training

Learning Activity What is the first thing you will do after arriving at your candidate’s location? a) Conduct interviews with relevant staff, instructors, and students b) Review curriculum and JTA with trainers c) Document the process carefully d) Observe a class or lab e) None of the above Use your down arrow to see the answers, then again to continue with this module. The first thing you do is meet with senior management to review the scope, criteria, and agenda. Assessor Training

Learning Activity Which of these items is not something an assessor would do while conducting an on-site assessment? a) Prepare an agenda b) Conduct interviews with relevant managers, staff, instructors, and students c) Check safety and training equipment and hardware d) Review curriculum and JTA with trainers e) Examine facilities f) Observe a class or lab g) Examine management systems and policies h) All of the above would be done on-site. Use your down arrow to see the answers, then again to continue with this module. You would already have prepared the agenda. Assessor Training

Concluding the On-site Assessment Lesson: Concluding Assessor Training

Ending the Assessment Early Lesson: Concluding Assessor Training

Closing Meeting Assessment results presented and discussed Corrective action plan (if needed) discussed Lesson: Concluding Closing assessment report reviewed Closing assessment report and any nonconformities signed by both parties Assessor Training

Next Steps Lesson: Concluding Candidate sends corrective action plan to assessor within two weeks Assessor sends to IREC: • Cover letter • Closing report • Corrective action plan (if applicable) Assessor Training

Learning Activity At any point during the on-site assessment, an assessor may decide not to proceed. This might occur if a) You cannot complete the assessment in the time allotted. b) Students interviewed indicated that they disliked the program c) Some nonconformities were uncovered that had not been apparent in the desk assessment d) You discover there were extensive nonconformities that probably could not be resolved in a reasonable timeframe. e) All of the above Use your down arrow to see the answers, then again to continue with this module. Assessor Training

Learning Activity TRUE or FALSE? At the closing meeting you will review the assessment findings with the candidate and present the corrective action plan. Use your down arrow to see the answers, then again to continue with this module. FALSE. Candidates have two weeks to send you their corrective action plan after the on-site assessment concludes. Assessor Training

Learning Activity TRUE or FALSE? If there are nonconformities, you will discuss a timeline and plan for resolving these with the candidate. Use your down arrow to see the answers, then again to continue with this module. TRUE. This forms the basis for the candidate’s Corrective Action Plan. Assessor Training

Summary Training Programs Independent Master Trainers Four months Assessor Training

Summary Criteria Prepare checklists Plan Agenda Performance Indicators Documentation Assessor Training

Summary Interviews Safety/ equipment Admin systems Document! Observe instruction Curriculum Facilities Assessor Training

Summary Assessor Training

Module 7 complete. Thank you. Be sure to do the practice exercise before moving on to Module 8. Assessor Training