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DOE-HDBK-1001-96
3. INSTRUCTOR QUALIFICATION REQUIREMENTS
Qualification requirements should be established and documented for all facility and subcontract
personnel, including "occasional/casual" instructors who perform training activities. (An occasional or
casual trainer is an individual who only instructs several times a year; training is not a part of his/her
job description.) These requirements should be based on instructor qualification levels, and should
address instructional competence, technical competence, and applicable interpersonal skills. All
subcontract instructors, both short-term and long-term, should meet the qualification requirements for
the subjects they teach and/or develop.
Instructor trainees who are not fully qualified, as well as occasional instructors, should have limited
participation in instructional activities. These individuals should perform assignments under the direct
supervision of a qualified instructor or a training supervisor. All instructor trainees who are assigned
instructional activities should be formally evaluated by a qualified instructor or a training supervisor.
On a case-by-case basis, determined by testing or experience, an instructor trainee may be granted
an exception to specific training program requirements. If an instructor trainee can demonstrate
mastery of some/all of the course learning objectives prior to the training, an exception is warranted.
Administrative procedures should be developed that allow training management the option of
releasing such an individual from portions of a qualification program's requirements. All exceptions
granted should include a written justification.
Records formally documenting exceptions, the training provided, and the qualification(s) achieved for
each member of the training staff should be maintained in accordance with Section 8 of this guide.
3.1 Instructional Competencies
A job analysis for a DOE facility's instructors and instructional technologists is not required.
However, it is recommended that each facility analyze its work activities to ensure that
training-related tasks and their associated knowledge and skills are identified and documented for
each instructor qualification level. Appendix B contains a generic instructor job analysis survey form
that may be used or modified for this analysis. Analysis results should be compared to the facility's
instructor training programs to verify that required knowledge (at the proper cognitive level) and skills
are provided in the content of each program. Further, these analyses should be used to establish
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