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memorandum

IMPORTANT TIPS FOR EFFECTIVE FACILITATION

 

A.    BEFORE THE WORKSHOP

*         Schedule ample time for planning

*         Take some time to get to know each other

*         Discuss each other’s style of planning and facilitating

*         Avoid making assumptions about one another

*         Take time to discuss your views about the workshop topic

*         Especially examine areas of disagreement

*         Discuss any concerns about potential challenges that participants may present

*         Agree on common goals for workshop

*         Review each other’s triggers

*         Find out whether and when it is okay to interrupt

*         Decide how to keep track of time

*         Strategize about how to stick to the original outline and how to switch gears

*         Plan ways to give signals to one another

*         Divide facilitation of activities fairly

*         Share responsibility equally in preparing and bringing workshop materials and resources

*         Agree to arrive at the workshop site in time to set up and check-in before the workshop begins

*         Schedule time after the workshop to debrief

 

B.    DURING THE WORKSHOP

*         Remember to keep a professional demeanor at all times

*         Keep communicating with each other throughout the workshop

*         Support and validate one another

*         During activities that don’t require constant attention, check-in with one another

*         Include your co-facilitator even when you are leading an exercise or discussion, by asking, for example: “Do you have anything to add?”

*         Use lots of eye contact

*         Assert yourself if your co-facilitator is talking too much

*         Remember that it is okay to make mistakes

*         Take the initiative to step in if your co-facilitator misses an opportunity to address a myth

 

C.    AFTER THE WORKSHOP

*         If you can’t meet right after the workshop, schedule a time to debrief before you leave

*         Listen carefully to one another’s self-evaluation before giving feedback

*         Discuss what worked well

*         Examine what did not work

*         Brainstorm what could have been done differently

*         Use written evaluations as a reference point to talk about the workshop, and assess your effectiveness as co-facilitators

*         Name particular behaviors, for example: “When you kept interrupting me, I felt undermined and frustrated”, or “I got the impression that some participants were bored”, instead of “You always interrupt me” or “You were very controlling during the workshop.”

*         Realize the importance and potential difficulty of debriefing a challenging workshop

*         Make sure to share any clean-up or return of resource materials

*         REMEMBER: YOU HAVE MADE A DIFFERENCE

IMPORTANT TIPS FOR EFFECTIVE FACILITATION

 

A.    BEFORE THE WORKSHOP

*         Schedule ample time for planning

*         Take some time to get to know each other

*         Discuss each other’s style of planning and facilitating

*         Avoid making assumptions about one another

*         Take time to discuss your views about the workshop topic

*         Especially examine areas of disagreement

*         Discuss any concerns about potential challenges that participants may present

*         Agree on common goals for workshop

*         Review each other’s triggers

*         Find out whether and when it is okay to interrupt

*         Decide how to keep track of time

*         Strategize about how to stick to the original outline and how to switch gears

*         Plan ways to give signals to one another

*         Divide facilitation of activities fairly

*         Share responsibility equally in preparing and bringing workshop materials and resources

*         Agree to arrive at the workshop site in time to set up and check-in before the workshop begins

*         Schedule time after the workshop to debrief

 

B.    DURING THE WORKSHOP

*         Remember to keep a professional demeanor at all times

*         Keep communicating with each other throughout the workshop

*         Support and validate one another

*         During activities that don’t require constant attention, check-in with one another

*         Include your co-facilitator even when you are leading an exercise or discussion, by asking, for example: “Do you have anything to add?”

*         Use lots of eye contact

*         Assert yourself if your co-facilitator is talking too much

*         Remember that it is okay to make mistakes

*         Take the initiative to step in if your co-facilitator misses an opportunity to address a myth

 

C.    AFTER THE WORKSHOP

*         If you can’t meet right after the workshop, schedule a time to debrief before you leave

*         Listen carefully to one another’s self-evaluation before giving feedback

*         Discuss what worked well

*         Examine what did not work

*         Brainstorm what could have been done differently

*         Use written evaluations as a reference point to talk about the workshop, and assess your effectiveness as co-facilitators

*         Name particular behaviors, for example: “When you kept interrupting me, I felt undermined and frustrated”, or “I got the impression that some participants were bored”, instead of “You always interrupt me” or “You were very controlling during the workshop.”

*         Realize the importance and potential difficulty of debriefing a challenging workshop

*         Make sure to share any clean-up or return of resource materials

*         REMEMBER: YOU HAVE MADE A DIFFERENCE

IMPORTANT TIPS FOR EFFECTIVE FACILITATION

 

A.    BEFORE THE WORKSHOP

*         Schedule ample time for planning

*         Take some time to get to know each other

*         Discuss each other’s style of planning and facilitating

*         Avoid making assumptions about one another

*         Take time to discuss your views about the workshop topic

*         Especially examine areas of disagreement

*         Discuss any concerns about potential challenges that participants may present

*         Agree on common goals for workshop

*         Review each other’s triggers

*         Find out whether and when it is okay to interrupt

*         Decide how to keep track of time

*         Strategize about how to stick to the original outline and how to switch gears

*         Plan ways to give signals to one another

*         Divide facilitation of activities fairly

*         Share responsibility equally in preparing and bringing workshop materials and resources

*         Agree to arrive at the workshop site in time to set up and check-in before the workshop begins

*         Schedule time after the workshop to debrief

 

B.    DURING THE WORKSHOP

*         Remember to keep a professional demeanor at all times

*         Keep communicating with each other throughout the workshop

*         Support and validate one another

*         During activities that don’t require constant attention, check-in with one another

*         Include your co-facilitator even when you are leading an exercise or discussion, by asking, for example: “Do you have anything to add?”

*         Use lots of eye contact

*         Assert yourself if your co-facilitator is talking too much

*         Remember that it is okay to make mistakes

*         Take the initiative to step in if your co-facilitator misses an opportunity to address a myth

 

C.    AFTER THE WORKSHOP

*         If you can’t meet right after the workshop, schedule a time to debrief before you leave

*         Listen carefully to one another’s self-evaluation before giving feedback

*         Discuss what worked well

*         Examine what did not work

*         Brainstorm what could have been done differently

*         Use written evaluations as a reference point to talk about the workshop, and assess your effectiveness as co-facilitators

*         Name particular behaviors, for example: “When you kept interrupting me, I felt undermined and frustrated”, or “I got the impression that some participants were bored”, instead of “You always interrupt me” or “You were very controlling during the workshop.”

*         Realize the importance and potential difficulty of debriefing a challenging workshop

*         Make sure to share any clean-up or return of resource materials

*         REMEMBER: YOU HAVE MADE A DIFFERENCE

IMPORTANT TIPS FOR EFFECTIVE FACILITATION

 

A.    BEFORE THE WORKSHOP

*         Schedule ample time for planning

*         Take some time to get to know each other

*         Discuss each other’s style of planning and facilitating

*         Avoid making assumptions about one another

*         Take time to discuss your views about the workshop topic

*         Especially examine areas of disagreement

*         Discuss any concerns about potential challenges that participants may present

*         Agree on common goals for workshop

*         Review each other’s triggers

*         Find out whether and when it is okay to interrupt

*         Decide how to keep track of time

*         Strategize about how to stick to the original outline and how to switch gears

*         Plan ways to give signals to one another

*         Divide facilitation of activities fairly

*         Share responsibility equally in preparing and bringing workshop materials and resources

*         Agree to arrive at the workshop site in time to set up and check-in before the workshop begins

*         Schedule time after the workshop to debrief

 

B.    DURING THE WORKSHOP

*         Remember to keep a professional demeanor at all times

*         Keep communicating with each other throughout the workshop

*         Support and validate one another

*         During activities that don’t require constant attention, check-in with one another

*         Include your co-facilitator even when you are leading an exercise or discussion, by asking, for example: “Do you have anything to add?”

*         Use lots of eye contact

*         Assert yourself if your co-facilitator is talking too much

*         Remember that it is okay to make mistakes

*         Take the initiative to step in if your co-facilitator misses an opportunity to address a myth

 

C.    AFTER THE WORKSHOP

*         If you can’t meet right after the workshop, schedule a time to debrief before you leave

*         Listen carefully to one another’s self-evaluation before giving feedback

*         Discuss what worked well

*         Examine what did not work

*         Brainstorm what could have been done differently

*         Use written evaluations as a reference point to talk about the workshop, and assess your effectiveness as co-facilitators

*         Name particular behaviors, for example: “When you kept interrupting me, I felt undermined and frustrated”, or “I got the impression that some participants were bored”, instead of “You always interrupt me” or “You were very controlling during the workshop.”

*         Realize the importance and potential difficulty of debriefing a challenging workshop

*         Make sure to share any clean-up or return of resource materials

*         REMEMBER: YOU HAVE MADE A DIFFERENCE

IMPORTANT TIPS FOR EFFECTIVE FACILITATION

 

A.    BEFORE THE WORKSHOP

*         Schedule ample time for planning

*         Take some time to get to know each other

*         Discuss each other’s style of planning and facilitating

*         Avoid making assumptions about one another

*         Take time to discuss your views about the workshop topic

*         Especially examine areas of disagreement

*         Discuss any concerns about potential challenges that participants may present

*         Agree on common goals for workshop

*         Review each other’s triggers

*         Find out whether and when it is okay to interrupt

*         Decide how to keep track of time

*         Strategize about how to stick to the original outline and how to switch gears

*         Plan ways to give signals to one another

*         Divide facilitation of activities fairly

*         Share responsibility equally in preparing and bringing workshop materials and resources

*         Agree to arrive at the workshop site in time to set up and check-in before the workshop begins

*         Schedule time after the workshop to debrief

 

B.    DURING THE WORKSHOP

*         Remember to keep a professional demeanor at all times

*         Keep communicating with each other throughout the workshop

*         Support and validate one another

*         During activities that don’t require constant attention, check-in with one another

*         Include your co-facilitator even when you are leading an exercise or discussion, by asking, for example: “Do you have anything to add?”

*         Use lots of eye contact

*         Assert yourself if your co-facilitator is talking too much

*         Remember that it is okay to make mistakes

*         Take the initiative to step in if your co-facilitator misses an opportunity to address a myth

 

C.    AFTER THE WORKSHOP

*         If you can’t meet right after the workshop, schedule a time to debrief before you leave

*         Listen carefully to one another’s self-evaluation before giving feedback

*         Discuss what worked well

*         Examine what did not work

*         Brainstorm what could have been done differently

*         Use written evaluations as a reference point to talk about the workshop, and assess your effectiveness as co-facilitators

*         Name particular behaviors, for example: “When you kept interrupting me, I felt undermined and frustrated”, or “I got the impression that some participants were bored”, instead of “You always interrupt me” or “You were very controlling during the workshop.”

*         Realize the importance and potential difficulty of debriefing a challenging workshop

*         Make sure to share any clean-up or return of resource materials

*         REMEMBER: YOU HAVE MADE A DIFFERENCE

IMPORTANT TIPS FOR EFFECTIVE FACILITATION

 

A.    BEFORE THE WORKSHOP

*         Schedule ample time for planning

*         Take some time to get to know each other

*         Discuss each other’s style of planning and facilitating

*         Avoid making assumptions about one another

*         Take time to discuss your views about the workshop topic

*         Especially examine areas of disagreement

*         Discuss any concerns about potential challenges that participants may present

*         Agree on common goals for workshop

*         Review each other’s triggers

*         Find out whether and when it is okay to interrupt

*         Decide how to keep track of time

*         Strategize about how to stick to the original outline and how to switch gears

*         Plan ways to give signals to one another

*         Divide facilitation of activities fairly

*         Share responsibility equally in preparing and bringing workshop materials and resources

*         Agree to arrive at the workshop site in time to set up and check-in before the workshop begins

*         Schedule time after the workshop to debrief

 

B.    DURING THE WORKSHOP

*         Remember to keep a professional demeanor at all times

*         Keep communicating with each other throughout the workshop

*         Support and validate one another

*         During activities that don’t require constant attention, check-in with one another

*         Include your co-facilitator even when you are leading an exercise or discussion, by asking, for example: “Do you have anything to add?”

*         Use lots of eye contact

*         Assert yourself if your co-facilitator is talking too much

*         Remember that it is okay to make mistakes

*         Take the initiative to step in if your co-facilitator misses an opportunity to address a myth

 

C.    AFTER THE WORKSHOP

*         If you can’t meet right after the workshop, schedule a time to debrief before you leave

*         Listen carefully to one another’s self-evaluation before giving feedback

*         Discuss what worked well

*         Examine what did not work

*         Brainstorm what could have been done differently

*         Use written evaluations as a reference point to talk about the workshop, and assess your effectiveness as co-facilitators

*         Name particular behaviors, for example: “When you kept interrupting me, I felt undermined and frustrated”, or “I got the impression that some participants were bored”, instead of “You always interrupt me” or “You were very controlling during the workshop.”

*         Realize the importance and potential difficulty of debriefing a challenging workshop

*         Make sure to share any clean-up or return of resource materials

*         REMEMBER: YOU HAVE MADE A DIFFERENCE

Assessment Memo or Memorandum

Assessment Memo or Memorandum

 

This is the new monster on the block – we just don’t know who the daddy is.

 

RESEARCHED TERMS

We tried to research the topic. As of (date of research?) we found that none of these terms anywhere on the SAQA website or documentation, nor do they appear on any SETA website or documentation.

 

We cannot find any of these terms in the two official unit standards used by the ETDP SETA for OBE Programme Design, namely 123401 or 123394. We can’t find them on any of the ETDP SETA’s (The primary SETA of the Education Training and Development SETA) programme approval or evaluation documents.

 

This is of course the SETA that is responsible for the unit standard and the design of programmes. Never has this been requested or checked in the past during programme submission or previous verification.
Assessment Memo or Assessment Memorandum refers to a separate document needed during programme approval. When we checked the SETA’s requirements for programme approval or SETA verification, they only requested the following documents:

  1. a) Matrix/Programme application
  2. b) Learner Guide
  3. c) Workbook/Assessment Guide
  4. d) Assessment Guide and in some cases the
  5. e) Mentors Guide

 

Once again, there was no mention of the Assessment Memorandum again
We found a similar term on the unit standard 115755 used for “Assessment Design,” namely:

The guide includes all support material and/or references to support material, including observations sheets, checklists, possible or required sources of evidence and guidance on expected quality of evidence including exemplars, memoranda or rubrics as applicable.

 

I then went and looked the definitions of these two terms mentioned up. The first search result for memoranda read,

 

memoranda:noun, plural memorandums, memoranda. [mem-uh-ran-duh] /ˌmɛm əˈræn də/ ([reference to IPA]) a short note designating something to be remembered, especially something to be done or acted upon in the future; reminder. a record or written statement of something.

A note recording something for future use.

 

And also,

 

a written message in business or diplomacy.

 

As well as,

 

a document recording the terms of a contract or other legal details.

 

The other word pulled up these results –

 

rubrics:a heading on a document.

 

a set of instructions or rules.
CONCLUSION

We guess the Assessment Memo or Assessment Memorandum – terms that are not once used on any SETA or SAQA documents that relate to this process – must be this “memoranda or rubrics as applicable.”

 

This is a pity because there are no resources on the internet or any SETA reference that provide an explanation on this. It would eliminate a lot of confusion around this topic, especially for new Training Providers.

 

CREATING THE ASSESSMENT MEMO OR MEMORANDUM

Some argue that this could form part of the model answers of your Assessment Guide. But why, then, is it required as a separate document pack during verification? At any rate, this is how we would recommend creating the document going forward:

 

–                      Create a separate document calling it the Assessment Memo Cover Page that makes reference to your Unit Standard

details, and maybe give it a “confidential” watermark, footnote or disclaimer of some sort.

–                      Include model answers for each activity/assessment activity in this guide – we’re not recommending any particular

format. You may also want to include the following, depending on the topic or structure of your activities:
*                      Support material and/or references that were provided to the learner – which he/she can use as resources (we mean

resources and references that were given to the learner during the induction or facilitation).

*                      Observations sheets – these should be in the Assessment Guide already if used previously

*                      Checklists – to check if the learner’s response is complete or that all required activities were handed in.

*                      Possible or required sources of evidence – or of course your model answers, or guidelines on how learners were asked

or could answer the question.
*                      Expected quality of evidence – maybe include the amount of pages, size of response, number of words, how many

points will be allocated to this activity and so forth.

 

In the meantime, we hope that this helps, clears some confusion and possibly gives a direction forward.