Evaluating Performance

DOE-HDBK-1206-98

During the evaluation phase of OJT the instructor (evaluator) administers a performance test to

assess the trainee's performance against predetermined performance standards. The

evaluation phase should be separate and distinct from the training phase. However, OJT for

low-hazard tasks may be conducted and evaluated simultaneously. This may also be the case

for Category 3 hazard nuclear facilities. During the evaluation phase, the instructor tests the

trainee. The time for instruction has ended.

A performance test (sometimes called a practical factor) is a hands-on demonstration by the

trainee of the knowledge and skills required to perform a task. Performance tests should be

given and evaluated by qualified OJT instructors. The instructor uses an evaluation standard

from a TES (or equivalent) to determine if the trainee has the knowledge and skills to perform

the task. A trainee's knowledge may be assessed prior to, during, or following task completion.

It is suggested that safety-related questions should be asked prior to task performance. A

limited number of questions may be asked during the performance test if they will not distract

the trainee from the task's performance, with the remaining questions asked following task

completion.

The trainee is tested following the completion of training and any additional practice necessary

to develop proficiency. Just as in the training phase of OJT, the evaluation phase consists of

several distinct steps. To conduct a performance test the trainee and the instructor should

prepare for the test. The instructor should then brief the trainee, conduct the performance test,

debrief the trainee, and document the performance test.

5.1.1

Preparing for a Performance Test

Trainee Preparation. The trainee should review the evaluation standard and the OJT

checklist to determine the required level of accomplishment. If there has been a significant

time lag between the completion of training and the scheduled performance test, the trainee

should study and/or practice the task under an OJT instructor's supervision to help refresh

his/her skills. The trainee should confirm the scheduled evaluation time, review safety

requirements, and obtain any necessary safety equipment.

Instructor Preparation. The instructor should confirm scheduled evaluation time with the

trainee and verify completion of all prerequisite training. The instructor should prepare for the

performance test by reviewing the materials that will be used (the OJT checklist, the

evaluation standard for the task, and the procedure). If time permits, the instructor may want

to walk through the task to ensure he/she is current on task specifics.