The evaluation process

Rob Vetter -
Safety First
- 20 Jul 2006 ( #269 )
2 min read
Rob Vetter is technical director and managing partner with the Ives Training Group, in Blaine, WA, USA, a leader in North American mobile equipment training systems since 1981.
Your training efforts will eventually lead to an evaluation in which trainees demonstrate their knowledge and/or skills. The purpose of an evaluation is to determine if any additional training is required, not to pass or fail a trainee. However, a successful evaluation does not necessarily mean no further training is required. Consider the following guidelines when conducting evaluations:

In the classroom
Your evaluation of trainees' level of understanding in the classroom should be an ongoing process delivered through discussion and interaction. A formal evaluation, such as a written test, should follow. When issuing a written test:
  • Review the theory content of the training before giving the test.
  • Ensure you are satisfied with the trainees' level of understanding beforehand.
  • Do not leave the room while trainees take the test.
  • Collect and grade the test yourself.
  • Return graded tests to trainees and review. This will help trainees who may have answered question incorrectly to understand why.
  • Collect the tests and take them with you into the field.
In the field
The practical evaluation process is conducted quite differently from the training process. When conducting practical evaluations in the field:
  • Conduct one-on-one evaluations with each trainee.
  • Issue simple tasks, one at a time.
  • Move around so you can see, but stay out of the way and out of the trainee's peripheral vision.
  • You can speak to the trainee but do not coach ... training is over.
  • Get rid of casual spectators.
  • Always complete the evaluation regardless of early results; remember you are out there to gather information not pass or fail.
  • Stop the evaluation after six to 10 loads or if it becomes hazardous to continue.
  • De-brief operators on their performance in the classroom and in the field. This is the time to clear up any concerns you may have regarding a trainee's knowledge and/or performance.
Keep evaluation results private; they are nobody's concern but the trainee's, the employer's and yours.
Also Read:
Vehicle mounted terminals and private 5G/LTE is the next-gen wireless standard for security and performance
Tejal Ranjan
3 minute read
Vehicle mounted terminals and private 5G/LTE is the next-gen wireless standard for security and performance Your Focus - 4 Dec 2025 (#1259) Tejal Ranjan, vice president of global marketing at JLT Mobile Computers, looks at why private 5G and LTE will be standard for next-gen equipment
How positive friction prevents forklift accidents before they happen
Stuart Taylor
3 minute read
How positive friction prevents forklift accidents before they happen Safety First - 27 Nov 2025 (#1258) Stuart Taylor is managing director of Mentor FLT Training Limited looks at ways positive friction can be used to help prevent forklift accidents from happening
How advanced relay contact design transforms forklift reliability
Carlos Mendes
3 minute read
How advanced relay contact design transforms forklift reliability Your Focus - 20 Nov 2025 (#1257) Carlos Mendes is a product manager for switching at Durakool, working closely with engineers and buyers to bridge the gap between application and specification.
For more unique stories and expert insights: read our industry blogs
Blog articles provide perspectives and opinions and therefore may contain inaccurate or incomplete information. Forkliftaction Media accepts no responsibility for errors or omissions. If you feel that significant facts are overlooked, or have a different viewpoint on a topic addressed, we invite you to open a conversation in our Discussion Forums.

Are you recruiting? Find your ideal candidate among a diverse range of materials handling professionals:

Forkliftaction's JOB MARKET

Inside The News
In this week’s Forkliftaction News , we look at the November Logistics Manager’s Index which has dropped to the lowest it has been since June 2024... Continue reading

PREMIUM business

RAEDER-VOGEL
Innovative high-quality wheels and castors for the forklift industry.
Upcoming industry events …
February 24, 2026 - Panama City, Panama
April 8-10, 2026 - Jiangsu Province, China
June 10-11, 2026 - Cologne, Germany
Editorial calendar - planned features
CONSTRUCTION FORKLIFTS
HANDLING GOODS IN THE COLD
LOADING/UNLOADING FREIGHT
BROWNFIELD AUTOMATION
FORKLIFT ATTACHMENTS
BATTERY AFFORDABILITY AND LIFETIME
FORKLIFT SAFETY
Upcoming industry events …
February 24, 2026 - Panama City, Panama
April 8-10, 2026 - Jiangsu Province, China
June 10-11, 2026 - Cologne, Germany
Inside The News
In this week’s Forkliftaction News , we look at the November Logistics Manager’s Index which has dropped to the lowest it has been since June 2024... Continue reading

Showcased in the Virtual Expo