1. Plan and prepare evaluation
   • Document the aim and scope of the evaluation study
   • Identify the data and information required and access sources of information
   • Establish a project plan and timelines which identify tasks and stakeholders in the evaluation process
   • Select and brief staff to be involved
   • Establish constructive relationships with the stakeholders identified in the evaluation plan
2. Collect and collate evaluation data and information for a training program
   • Identify the most appropriate technique(s) for gathering quantitative and qualitative data and information
   • Develop evaluation instruments to gather data and information
   • Arrange workplace visits and meetings, and access to data and information
   • Collect data and information and store in compliance with the record keeping and privacy policies and procedures of the organisation
   • Identify and record potentially useful information which is not identified in the evaluation plan
   • Collate and process data relevant to the evaluation
3. Analyse evaluation data and information and make conclusions
   • Analyse the data and information to identify the outcomes of training and their impact on workforce capability
   • Cross-check findings where possible by comparing with the results from different evaluation instruments
   • Develop conclusions about the effectiveness and efficiency of the training program, as per the evaluation aim and scope
   • Document areas of training that are satisfactory and those requiring improvement
   • Identify factors affecting performance and suggest possible enhancements or alternatives to the training program
4. Report on the conclusions and recommendations of the evaluation
   • Document issues and conclusions arising from the analysis conducted
   • Make recommendations to stakeholders on areas of possible improvement
   • Discuss preliminary findings with stakeholders
   • Produce an evaluation report and distribute to all stakeholders

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.