Igniting Workplace Enthusiasm

The Trainer Endorsement Process

Core Competency Preparation and Practice

The Art of Dale Carnegie Training® is a self-study guide designed to provide trainer candidates with the resources needed to understand our methodology and philosophy. Candidates should study this material and practice trainer skills with a local coach. Candidates should also study the textbooks used in our programs. There is a pre-core e-learning preparation program available from Carnegie University. The e-learning program will be sent to candidates by invitation to join as they complete their trainer-candidate registration.

Core Competency Assessment Event

A Core competency event is conducted by a master trainer assigned by Carnegie University. This event is designed to fine-tune and assess delivery skills of candidates. The event is four full days (8:00-17:00). Core competencies include: presenting, providing feedback, coaching, facilitation, delivering in context, understanding business, understanding the client, attitude control, flexibility, and interpersonal skills. These core skills provide the foundation for all our programs. The master trainer will either recommend the candidate advance to the product endorsement process, or retrain and repeat the core competency event. In some cases, a decision is made that Dale Carnegie Training is not the right fit for some trainers, for a variety of reasons.

Product Endorsement Preparation and Practice

Once candidates have successfully completed Core Competency training, it is time to prepare them locally for their endorsement event. Candidates should work with a local coach to practice delivering the program. The coach provides guidance, demonstrations, coaching, and support. Feedback is critical. The coach may want to complete a candidate assessment and share the results with the candidate. Delivering material to a local lab class will help candidates develop additional confidence and skill. Successful completion of the e-learning program is mandatory for all English speaking events. Successful completion means 80% or higher in the e-learning scoring by the start of the endorsement event.

Product Endorsement Event

The purpose of this event is to demonstrate knowledge and skill for product licensing. A master trainer will help fine-tune delivery skills, but it is critical that candidates arrive at the event prepared to deliver the entire program. Candidates need to attend the entire Endorsement Event. The event is four full days, each day begins at 8:00 and ends at 19:00. The dress code is business casual for candidate training and professional business attire for lab class sessions. An agenda for the event can be found here. The master trainer will recommend either advancement to tandem training or retrain and repeat the endorsement event. In some cases, a decision is made that Dale Carnegie Training is not the right fit for some trainers, for various reasons.

Tandem Training

Quality delivery and customer satisfaction are critical to our many years of success. New trainers (provisional trainers) conduct their initial programs in tandem with a fully licensed trainer. This ensures that the new trainer has immediate responses for questions and issues that may arise. In addition, the new trainer has a coach to guide and support ongoing skill development and to strengthen understanding of this program.

Tandem Training and Assessment

Once a candidate successfully completes a product endorsement event, the person is considered a provisional trainer. Full certification is granted after tandem training and assessment is completed and Dale Carnegie & Associates is notified. Provisional trainers should deliver the program with an experienced senior trainer. A minimum of two tandems is required. The local training manager or the franchisee may decide that additional tandems are required based on the level of progress. Tandems are part of the trainer assessment process. In some cases, tandem training reveals issues that indicate the provisional trainer needs to repeat the product endorsement event or even the core competency event.

Before delivering the program, provisional and senior trainers should meet to review the candidate assessments from the core and product endorsement events. Discuss key strengths and areas for improvement. Clearly outline assignments for delivering the entire program. This outline can be changed, depending on circumstances and progress. Determine when and where additional meetings and training will be held.

Planning and practice meetings should be held to make sure the provisional trainer is prepared to give full value to clients. In some cases, the provisional trainer may just need to talk through how they will deliver their material. Other times, actually practicing out loud with the senior trainer will be required. Sometimes additional training sessions for the provisional trainer will be necessary.

To participants, tandem training should look like a team of experienced trainers delivering the program. Senior trainers should not introduce themselves as superior or senior. Under no circumstances should the senior trainer coach the provisional trainer in front of participants. The provisional trainer's credibility must be maintained. Subtle gestures can be used to signal the provisional trainer, but should be used rarely. Participants catch on to these distractions. Never take over, unless the integrity of the program or understanding of participants is in serious jeopardy. Senior trainers can redirect conversation from the back of the room by asking indirect questions and making brief teaching points. Provisional trainers should do so as well, delivering as a team. Brief praise, suggestions, questions, and insights can be discussed when participants are involved in group activities. Breaks should be focused on interacting with participants.

The senior trainer should resist the temptation to take extensive notes during the program. This puts unnecessary pressure on the provisional trainer, and is often noticed by participants. Make brief bullet notes on general observations and key points. Meet with the provisional trainer immediately after the last participants depart. Ask him or her about strengths and improvement areas. Relate additional strengths. Point out the key areas for improvement. Do not try to fix everything at once.

Provisional trainers learn creative methods during core and endorsement events. They should be encouraged to use these methods during tandem training. Senior trainers should be open to new ideas so that they benefit from the tandem experience.

At the conclusion of the program, the senior trainer should complete a report with the same candidate assessment tool used in the product endorsement event. This report should be discussed with the provisional trainer and a representative of the franchise.

Ideally, the second tandem should be conducted with a different senior trainer. Before the program, the provisional trainer should meet with both senior trainers to discuss strength and improvement areas. The second tandem can be delivered completely by the provisional trainer, with the senior trainer acting as the lead assistant. This can even be done in the first tandem, depending on the skill level of the provisional trainer. In some cases, two provisional trainers will tandem together. A senior trainer should still be present, usually acting as a lead training assistant.

When tandem training and assessment is successfully completed, notification should be sent to Carnegie University by completing the “Tandem Completion” form on the Carnegie University website, under the “Forms” menu. Provisional trainers are then advanced to solo trainer status



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