Progress guidance is everything that allows training facilitators and participants to keep track of progress and reach learning goals. This is an integral part of our L&D programs – it’s about much more than KPIs! There are three main components:

  • Checkpoints: Short, individual review meetings between facilitators and trainees – a collaborative exercise, stimulating  discussions that significantly deepen learning
  • Coaching: Individual and Team sessions, enabling you to resolve immediate issues and often to transform them into opportunities for personal growth.
  • Self-assessment: Exercises that allow trainees to check that they have captured a concept
  • Feedback: Checks made before, on completion of and sometime after training encounters.


A checkpoint is a meeting where a trainee demonstrates what they’ve learnt – a theory test – and how they use their new skills – a case study. However, this experience is not like being in a school exam or a courthouse!

Progress guidance is everything that allows training facilitators and participants to keep track of progress and reach learning goals.

For one, a checkpoint is more likely to take place by telephone. Furthermore, trainees are not in front of examiners or judges. Rather, they are assisted by two coaches, whose job it is to ensure that the trainee is in a good position to exploit what they’ve learnt.

So it’s really a collaborative exercise, where a theory test and case study are used not only to demonstrate what the trainee is capable of, but also to stimulate a conversation that significantly deepens learning.

Our experience of using checkpoints to support Training Encounters and, above all, Independent Learning, has been extremely positive. We strongly recommend that you consider them for your Learning and Development program.


Self assessment

Even before you get to a checkpoint, you probably want to take advantage of the self-assessment tools in our Learning and Development packages. These are simple enough. They generally take the form of exercises for which immediate, automatic feedback is generated, allowing you to verify that you’ve got the right idea.

If you are more ambitious, and especially if you have the opportunity of working in groups, then we can offer a large number of domain-specific exercises, including roles-plays, for you to work with.


For classroom training, and often for workshops, we follow the guidelines laid down by Kirkpatrick. That is, we ask trainees to assess their experience at the end of a training session – this is Kirkpatrick level I – and we also ask them to complete questionnaires immediately before and after. This is the level II test, and it gives us an idea of how well the key messages were understood. This information is then used to identify areas for post-course clarification and, second, to drive updates in course content. In addition, the resulting statistics can be interesting and reassuring, both for us and our clients.

Finally, we do like to get feedback from our trainees after they’ve returned to their jobs. From time to time, we therefore send out a short survey to veteran course participants all over the world.

Progress guidance

Training Experiences and Testimony

Many of our training experiences are captured in articles, together with testimony from our customers. Here is the latest post …

Difficult Conversations, Bridges and Trolls

Trolls are trouble when you want to cross a bridge. Especially when the bridge in question is slippery and swaying.  They can takes ages to deal with and, of course, trolls present a health and safety hazard.

A Difficult Conversation is like crossing a troll bridge.  The bridge itself represents the underlying, “normal” conversation, with one or two challenges and an objective of attaining something on the other side. The troll is a particularly difficult issue and our options are, broadly speaking, to run away (avoid the issue) or resort to force (escalate the issue?) or tame the troll.

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Other Recent Posts

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My Difficult Conversations Notebook

This notebook provides a quick overview of this series and a starting point for your own notebook, as a support for practicing Difficult Conversation skills. The notebook can be download in multiple formats, including Excel. Enjoy ! Comments, suggestions and enquires:

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Difficult Conversations, Bridges and Trolls

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