# Learning report

EDITABLE TEMPLATE · replace fields in brackets

TOF Learn · AV08 · v2

The brief group report is included. Summarise classroom observations for the company’s training owner. Agree recipients, delivery date and handling of evidence before collecting data. It does not certify business outcomes or assess job performance.

| Field | Complete |
| --- | --- |
| Programme and edition | [Title, dates, version and link] |
| Report owner | [Trainer and preparation date] |
| Recipient and scope | [Authorised owner and group report date; individual annex only by agreement] |
| Participation | [Enrolled, completed practice, and absences only where necessary] |

### Objective and comparison

[Initial and final task for the same objective. Explain changes, assistance received and what was not observed. Link authorised evidence without copying sensitive content.]

### Group summary

| Observation | Evidence or count |
| --- | --- |
| [Observed capability] | [Task, sample or count without inferred outcomes] |
| [Common difficulty] | [Context and help needed] |
| [Review limitation] | [What was not checked] |

> The basic package includes a brief recommendation, communication kit and brief group report, together with a reference guide and downloadable, versioned practice materials for internal use. The authorised recipient and group report date are agreed for each edition.

## Criteria and next steps

### Assessment criteria

| Criterion | What to observe |
| --- | --- |
| Completes the task | Completes the agreed task and leaves an output another person can continue. |
| Checks the result | Checks the source and critical points in the case; identifies what remains outstanding. |
| Explains choices and limits | Explains choices, acknowledges assistance and limitations, and knows when to request a review. |

Trainer decision: pass or needs review. Not observed describes insufficient evidence; it is not automatically a fail. Include a reason and the review required.

### Recommendations to the team

[Next task, owner and check. Separate recommendations from contracted commitments; do not promise recovery or support without agreed scope.]

### Sharing and limitations

[Agree authorised recipients, delivery date and handling of evidence. Exclude names when a code is sufficient, health data, rankings and personal judgements. Share an individual annex only by agreement.] The client can retain an internal-use copy of the materials. The proposal records the inventory, version and the date until which TOF’s link will be available for the edition. Indefinite link access and future updates are not promised. Recordings require prior agreement.

> Feedback takes place during the sessions and the brief group report is included. One calendar month of email support after the final session, covering the content taught: up to two hours in total for the whole group, with a response within two working days.

## Minimum individual record

Minimum trainer assessment record. The standard company deliverable is the group summary. Share an individual annex only with agreed recipients and scope; use identifiers and avoid unnecessary data.

| Field | Complete |
| --- | --- |
| Identifier | [Code] |
| Objective | [Observed task] |
| Initial and final evidence | [Authorised links or short description, date and version] |
| Assistance received | [Guidance needed] |

| Criterion | Observation | Status |
| --- | --- | --- |
| Completes the task | [Evidence] | [Pass / needs review / not observed] |
| Checks the result | [Evidence] | [Status] |
| Explains choices and limits | [Evidence] | [Status] |

### Decision and required review

[Pass/needs review decision, reason, next step and owner. Do not add a numerical grade that has not been agreed.]