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تكافلTAKAFULTakaful Association
Level 6Advanced

Training of Trainers and Knowledge Management

How adults learn, how to design a session with a measurable objective, and how to move an organisation's experience so it does not leave with whoever leaves.

Length
45 min
modules
6
questions
6
Pass mark
70%

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Course information

Level
6
Difficulty
Advanced
Length
45 min
modules
6
questions
6
Pass mark
70%
Language
Arabic / English
Certificate
Certificate of completion on passing

Who this is for

  • Anyone designing and delivering training
  • Learning and development leads in the organisation
  • Emerging trainers

What you get

  • A certificate with a public verification code
  • The course recorded on your profile
  • Credit towards your volunteer journey

What you will learn

Identify a training need and write measurable learning objectives
Design a session with activities suited to adult learning and run it to time
Evaluate learning rather than only satisfaction, and give useful feedback
Document experience and build a resource library people actually use

Course contents

  1. How Adults LearnCurrent
  2. Identifying the Training Need
  3. Writing Measurable Learning Objectives
  4. Designing and Running the Training Session
  5. Evaluating Learning and Giving Constructive Feedback
  6. Documenting Experience and Managing Institutional Knowledge
Module 1 of 6

How Adults Learn

Adults do not learn because you want to teach them, but because they want to learn and can see the use of what they are learning.

When a training session is designed as if participants were school pupils — the trainer explains and everyone listens — most of the opportunity is lost. Adults bring to any session real experience, questions that grew from situations they had no answer to, pre-existing judgements that need something to persuade them to change, and genuine impatience with wasted time. Learning that reaches adults starts from what they already know, connects every new concept to a problem they live with or a situation they handle every day, and makes them do something real rather than simply listen. This is not merely pedagogical theory: any trainer who has tried a participatory workshop and then delivered the same content as a lecture will tell you which one participants leave with something they use the next day. The answer is always the workshop, because adults learn by doing, not by receiving.

  • Adults learn best when they understand why they are learning this particular thing at this particular moment
  • Prior experience is a starting point, not an obstacle: build on it, do not ignore it or treat it as a problem
  • Adults take genuine ownership of their learning when given real space to participate in the decision
  • Intrinsic motivation outweighs extrinsic: a certificate brings the person to the room, real usefulness keeps them attentive
  • Learning sticks when applied immediately in the real context, and fades when postponed
  • Participants are a source of learning for each other, not just receivers from the trainer — the room is full of experience before the trainer says a word

Knowledge alone does not change behaviour

The most common training mistake is believing that giving information is enough. People know smoking is harmful and still smoke. People know documenting visits matters and do not document them. The gap between knowledge and action is closed by practising the skill in a realistic context, receiving immediate feedback, and getting the chance to repeat the application. A session that gives information but offers no chance to practise may be worse than nothing, because it suggests participants have been "trained" and leaves it there.

One of the most practically significant concepts is "readiness to learn": an adult does not learn anything at any time — they learn when they face a problem that makes the content meaningful. A volunteer given conflict management training before working in a team does not need it in the same way as after an actual disagreement with a colleague. This does not mean every training must be preceded by a crisis, but it means the trainer's job is to start by creating the need: a question that makes the participant feel the gap, a scenario that shows them what they cannot yet do, or a problem they want to solve. The gap is the engine; the content is the bridge.

Check your understanding

Which of the following most accurately describes how adults learn?

Module 2 of 6

Identifying the Training Need

Training delivered before the real problem is identified may solve the wrong problem excellently.

Not every performance problem is a training problem. When a volunteer makes a mistake filling in a field visit form, the reason might be that they were not trained — or that the form is unclear in its design, or that they do not have enough time to complete it, or that nobody told them it makes a real difference to the team's work. Giving them training in the second, third and fourth cases wastes their time and yours and frustrates them, because the real problem was not addressed. Training needs analysis starts with a simple question: is the problem that the person cannot, will not, or does not have the conditions to? Training addresses only "cannot", and even then you must check that training is the most appropriate solution and not just the easiest to arrange. Distinguishing between these three types saves hours of training and the participants' energy.

  1. Define the gap precisely: what is happening now and what should happen instead?
  2. Ask the person living the problem directly: what do they think is causing it and where do they feel the difficulty?
  3. Check the context: has the person done this successfully before in different conditions? If yes, the problem is probably not a training one
  4. Rule out non-training solutions first: can you clarify the procedure, simplify the form, provide the tool, or remove the barrier?
  5. If a gap remains after ruling out all non-training causes, name precisely the skill or knowledge that would close it
  6. Write the need as one sentence: "[who] needs to learn [what] because they currently [do this] instead of [this]"

A training problem

The volunteer has not learned how to conduct a psychosocial support interview using the association's protocol. The gap is in the skill and is closed by guided practice.

An environmental problem

The volunteer knows the protocol but the available room does not allow the necessary privacy. Training will not fix this — changing the space will.

A motivation problem

The volunteer knows and is capable but sees no value in documenting sessions because nobody has ever used that documentation. What they need is an honest conversation, not a course.

Your call

The programmes manager asks you for a communication skills training because volunteer reports are "weak". Which step comes first?

Module 3 of 6

Writing Measurable Learning Objectives

An objective that cannot be measured cannot be achieved, and you cannot know whether it was ever achieved.

The difference between "the participant understands the importance of documentation" and "the participant correctly completes the field visit form within twenty-four hours of finishing the visit" is the difference between an objective and a wish. A measurable objective contains three elements: a verb that can be observed from the outside, a condition describing when or in what context it is performed, and sometimes a standard specifying at what level the performance is considered acceptable. These objectives help you with three things at once: you choose the right activities because you know what you are trying to produce; you measure at the end whether participants actually reached it; and you tell participants from the start what you are preparing them to do — which alone increases focus and reduces anxiety. A trainer who does not know precisely what they want participants to leave able to do is preparing training for training's sake, not training for a purpose.

Measurable objective

  • The participant conducts an initial listening interview using the association's protocol in no more than fifteen minutes
  • The participant writes an incident report containing time, place, parties and action taken on the day it occurred
  • The participant identifies three specific risks in the activity venue before setup begins
  • The participant gives a colleague constructive feedback using the observation–impact–question format

A wish, not an objective

  • The participant appreciates the importance of active listening to beneficiaries
  • The participant learns how to write accurate reports
  • The participant improves their awareness of field safety issues
  • The participant becomes capable of handling difficult situations

Not everything is measurable — that does not mean it is not learning

Some of what we want participants to carry from a session — deeper confidence, broader empathy, a new perspective on their work — is not easily measured by a behavioural objective. This is true and matters and should not be ignored. The answer is to ensure each session has one or two objectives measurable objectively and others evaluated by less direct means such as observation, conversation and later follow-up. But a trainer with no measurable objective has no way of knowing whether the session achieved anything.

Check your understanding

Which of these is an objectively measurable learning objective?

Module 4 of 6

Designing and Running the Training Session

A good session starts from the end: what do you want the participant to be able to do when they walk out?

Designing a session that starts from content — "what do I explain today?" — leads to a session that gives information. Designing one that starts from the objective — "what will participants be able to do at the end?" — leads to a session that produces a skill. The difference is not in intentions but in the order. After writing the objective, ask: "what does the participant need to do in order to perform that objective?" — the answer determines the core activity. Then ask: "what do they need to know to do that activity?" — the answer identifies only the content that serves the activity. And content that does not serve the activity that serves the objective has no place in the session, however useful and interesting it seems. That decision is difficult when you love the content, and it is precisely the decision that separates a trainer from a lecturer.

Opening — why now and why them

Two minutes telling participants why this topic, why now, why them specifically, and what they will be able to do by the end. Do not open with an introduction to the organisation or thanks for attending.

Activating experience — what they already know

A question or short activity that surfaces what participants already carry and builds curiosity about what they are missing. What you say is forgotten; what they say is remembered.

Core activity — doing not listening

Participants do something directly tied to the objective: a guided exercise, case study, role play, or problem-solving. The trainer's role here is facilitation and observation, not explanation.

Discussion — turning experience into learning

What did you notice? Where did you find difficulty? What worked and what changed you? This phase is the real engine of learning.

Close — a bridge to tomorrow

Do not close with a summary of what was said. Close with a question: what is the one thing you will do differently at the next opportunity? Then listen to the answers and record them.

Time management is the trainer's responsibility, not the participants'

When a side discussion overruns and you say "since the topic is important we will continue", you send two messages at once: the plan was not carefully thought through, and the participants' time is not genuinely valued. The session's time frame is respected just as its content is. If a discussion needs more time, the solution is to hold it separately at an agreed time, not to eat into what follows and compress the rest of the session.

Your call in the field

You want to train volunteers on documenting field visits. Which design best achieves the objective?

Module 5 of 6

Evaluating Learning and Giving Constructive Feedback

The end-of-session satisfaction survey measures the temperature in the room, not whether immunity has improved.

An evaluation that only asks "did you enjoy the session?" tells you something, but it tells you the least important thing. An excellent average satisfaction score does not mean anyone learned anything or changed their behaviour. The Kirkpatrick evaluation model reminds us that evaluation works at four ascending levels: reaction — did participants enjoy it?; learning — did they gain new knowledge or skill?; behaviour — did they change something in their actual work after the session?; and results — did that change affect beneficiaries and the programme? Level one is easy to measure and least meaningful. Level two is measurable with modest effort and is the most neglected. Levels three and four require follow-up weeks after the session but they alone answer the real question: was the training worth everyone's time?

  • Measuring learning during the session: an applied activity you observe, a situational question the participant solves, or a comparison between their answer at the start and at the end
  • Measuring learning after two weeks: one question or scenario sent to each participant: "what have you done differently since the training?"
  • Field observation: visit a participant at their work and observe what has changed — more valuable than any written survey
  • Programme indicators: did the number of reports completed on time increase? Did recurring errors decrease?
  • A participatory session one month on: what did you manage to apply, what got in the way, and what do you still need additional support with?

As for giving feedback, it is a separate skill that requires deliberate learning. Useful feedback consists of three parts: what you specifically observed in the person's behaviour or performance, its concrete effect on what we were trying to achieve in the session or in the work, and then a question inviting the person to suggest an alternative or adjustment themselves. "You were great" is a pleasant sentence that tells the person nothing about what to repeat. "That was poor" discourages them and leaves no map for improvement. "When you explained step three I noticed three people at the back started talking among themselves — what do you think about trying to present that same step using a real example from their work instead of the abstract one?" — that is feedback you can act on because it describes what happened, connects it to the objective, and invites a different suggestion.

Professional learning communities — whether a group of trainers who meet monthly or a digital forum where they exchange observations — are the best means for developing training skills over the long term. Isolated training ends with a trainer repeating the same methods for years without noticing that teams' needs and capabilities have changed. What makes these communities effective is not the meeting itself — but the type of conversation held in it. A session where every trainer says "my day was great" adds nothing. A session where someone says "I tried this approach and this happened, then I acted in this way and I don't know if it was right" is real learning. Four practices distinguish an effective learning community: (1) sharing failure experiences with the same confidence as sharing successes — this requires trust and psychological safety built over time. (2) watching each other during training and providing feedback built on what was observed, not imagined. (3) reading a shared source and discussing it — a book, a research paper, a case study. (4) designing one session together periodically — collective design reveals each trainer's assumptions that remain untested when working alone.

Check your understanding

You finished a training session and received a satisfaction survey averaging 4.8 out of 5. What does this tell you about how successful the training was?

Module 6 of 6

Documenting Experience and Managing Institutional Knowledge

When an experienced volunteer leaves, what stays? If the answer is "only their memories", the association is poor despite its years of experience.

Knowledge management is not files in a shared folder on some server. It is the practical answer to the question: "When someone new arrives a year from now, how do they access what we learned through effort and sometimes through painful mistakes?" Knowledge in any volunteer organisation lives in three places: in written papers and files, in processes and systems and procedures, and in people's heads as unwritten tacit experience. The first is archived. The second is documented. The third — the most valuable and the most exposed to being lost — is transferred through guided conversations, deliberate questions and immediate documentation. The volunteer who knows why the association decided three years ago to stop direct distribution and begin working through local communities holds strategic knowledge that cannot be found in any report — unless someone stopped and extracted and wrote it at the time.

  1. After every activity or project: sit with the team for fifteen minutes and ask three questions — what worked, what we should have done differently, and what the next team needs to know before they begin
  2. Record the answers in one brief document — not a long formal report — and upload it linked to the activity file on the same day
  3. When a trainer or manager is preparing a similar session or project, ask them to first read the "what we learned" documents from comparable activities
  4. Document exceptions and difficult decisions with their reasoning and context, not their outcomes alone: "we chose X over Y because Z was true in that context"
  5. Maintain a living toolkit: every form that is actually used, every tested protocol that proved its worth, every question that demonstrated its value in evaluation sessions
  6. Make access easy and fast — a file that requires searching through ten folders is never opened. One folder with clear, logical headings gets used

A resource library people actually use

The difference between a library built and forgotten and one used daily is the difference between a "save everything for everyone" logic and an "answer the questions that get asked" logic. Start by collecting the questions you actually hear: "Where is the form we fill in before a visit?", "How do I handle a participant who refuses to sign?", "What is the difference between the weekly report and the individual visit report?" Every question answered in a brief document findable in thirty seconds is real, tangible value. A thousand files nobody knows how to reach is not a library — it is a neglected archive.

Designing a good training activity goes beyond choosing a topic and explaining it — it is engineering a learning experience that moves the participant from cognitive understanding to practical application. Three elements for every successful activity: a clear measurable objective (what will the participant be able to do at the activity's end?), a method matching the objective (skills are not taught through lecture alone — skills are acquired through application), and immediate feedback that reinforces learning and corrects before errors become entrenched. A group case study, for example, is not just reading — it is reading then discussion then extraction then connection to each participant's own context. A beginning trainer adapts their single method to suit every topic. A professional trainer has a range of methods to choose from according to the nature of the content, the group's characteristics, and the available time.

A trainer who has not faced a difficult moment in the training room has not yet trained enough. The completely silent participant, the rushed group wanting to finish, the embarrassing question in front of everyone, the discussion drifting toward personal disagreement — all are situations requiring management skills different from the skill of explanation and training. For the silent participant: gently directed questions that enable participation without embarrassment ("What caught your attention in what we heard?"). For the rushed group: a reminder of the value they will gain from the remaining time. For the embarrassing question: "An excellent question — for accuracy I will return to it after I verify." For the drifting discussion: refocusing with a neutral phrase that respects all views and returns energy to the original topic. These tools are not acquired by reading alone — but through deliberate application and reflection after each session.

Training evaluation is not a satisfaction paper distributed at the end — but an ongoing process throughout the session. Real-time comprehension indicators that a good trainer monitors: does everyone appear attentive? Are questions about content or procedures? Are discussion groups working or talking about another topic? These observations enable the trainer to make immediate adjustments: slowing the pace, changing the method, introducing a new activity to break the routine. The most useful final evaluation includes three specific questions: what did I learn and want to apply immediately? What do I need additional clarification on? And what could the trainer have done differently? These answers develop the trainer and develop the course together with each session.

A trainer in the volunteering environment is not only a knowledge transmitter — but a builder of a learning community that continues after the session ends. A learning community means participants continue to exchange experiences, raise questions, and support each other after the course, because they participated in building knowledge together rather than just receiving it. How to build this practically: create a communication group with participants that continues after the session, share applied content linked to what they learned, ask follow-up questions ("Has anyone applied what we learned last week? What happened?"), and celebrate small successes publicly. A trainer who inspires a community multiplies the impact of every session they deliver — the impact does not stop when you close the door.

A professional trainer builds a Training Portfolio that documents what they designed, delivered, and learned over time. This portfolio includes: training materials they developed (presentations, case studies, worksheets), their notes on every session delivered and what they will change next time, and participant evaluations collected to see patterns and development over time. This portfolio is not merely an archive — it is a mirror reflecting your development as a trainer. When you review it after a year, you can see the actual difference between who you were when you started and who you have become. And a trainer who holds such a portfolio can speak about their experience with specific examples when applying for a larger training opportunity or presenting themselves to a new organisation.

Your call

An experienced volunteer is leaving the association next month after five years. Which action best preserves the institutional knowledge she carries?

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Standards this content is built on

  • UNESCO Institute for Lifelong Learning — Adult Learning and Education (2022)
  • IFRC — Volunteer Learning and Development Framework and Trainer's Toolkit
  • Kirkpatrick Partners — The Four Levels of Training Evaluation