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Etiquette for Trainers


Hi there, I've been tasked with researching and compiling an etiquette code for field based trainers that covers items such as appearance, punctuality, feedback and validation etc. Does anyone have experience of this topic? Best Regards, Leighton Atchison-Warne

3 Responses

  1. Trainer’s Handbook – adapt?
    Hi Leighton,

    We developed a ‘handbook’ (pc based) to give to trainers carrying out work for us. Could email the basics to you if you’re interested – you may be able to adapt it to your needs?
    Let me know I’ll get it over to you.

    Polly Pomfrey

    edit: have uploaded it here:, or get in touch and I will email it directly to you

  2. Some Pointers

    Having carried out over 1500 field visits as a manager and coach here’s a list of the sort of things I have picked up over the years.

    1. Every field ‘visitor’ must have a solid ‘contract’ with the person they are visiting. This should cover how best they are going to work together and what both parties are looking to achieve from the visit. The cntract should also cover confidentiality and what is to be discussed with others outside the relationship. This contract is essential to a productive and motivational working relationship and failure to agree to the contract will result in a loss of trust.

    2. The field visitor must always be on time and not break any agreements as to the length of visit. Similarly the person being visited must also be on time when meeting up.

    3. The agenda for the day must be that of the person being visited and must not be driven by the person visiting. If the visitor has anything to add to the ‘agenda’ then this must be brought up in advance.

    4. The field visitor must always be punctual, courteous and dressed in an appropriate manner.

    5. Objectives for the day (for both parties) must be discussed prior to the visit and agreed.

    6. The day should be reviewed at the end of the visit in terms of each parties objectives and of how each party thought the day went.

    7. The day should be seen as a motivational and productive support day and not as a ‘feared assessment’ day!

    These are just a few guidelines and if you want to discuss it more then please drop me an e-mail at [email protected]

  3. Trainer’s handbook
    Hi tried to download from the link you sent but could not – tried registering but could not. Can you e-mail me a copy please? Thanks Jim

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