Performance Monitoring and Coaching Form [Free Printable Template]
Performance monitoring and coaching form is a structured tool for helping organizational leaders track and measure performance to guide their teams through practical coaching sessions.
This form combines two essential practices: performance monitoring (which measures actual results vs. target performance) and coaching (which develops employees through effective, structured conversations).
Core Pillars of the Performance Monitoring and Coaching Form
1. Employee Information
Like any form, the first section of the performance monitoring and coaching form collects the basic details of the employee (name, role or job title, department or team, and date when the coaching session takes place).
These details may be too simple, but serve the actual purpose of:
- Accountability - by jotting down info, your firm owns the entire performance and coaching discussion. The leader/manager and employees know what progress is tracked, when, and why.
- Traceability - the beauty of dates and actual role information is that you can store and review them later, which makes it easier to follow through and compare actual results across different time periods, or simply look back at previous coaching sessions.
- Context - depending on the job role and department, it's different from one department to another. So, let's say the goals of a sales officer are quite different from those of an operations supervisor. Knowing this context avoids any misaligned coaching sessions.
2. Performance Monitoring
The next section of this form helps measure how well an employee performs regarding his or her agreed-upon targets. It normally includes a table where the manager and subordinate can record specific elements:
- Key Performance Areas - include the main responsibilities and focus areas of the role (e.g., CSAT score, sales target, etc.).
- Target - expected outcome that was set for that KPA.
- Actual Performance - the result that was actually achieved within the time period of review.
- Rating (1-5) - a scale to assess whether the performance met expectations (i.e., 1 = needs improvement or 5 = exceeded expectations).
- Notes – input your observations, clarifications, or any specific examples
The performance monitoring section covers three purposes:
- Objective Measurement - if you document targets and actual results, it makes your coaching more objective in managing performance. You see facts clearly.
- Foundation for Coaching - the data you collected sets a good atmosphere for your coaching conversation. You guide the discussion around specific goals, targets, achievements, or gaps.
- Progress Tracking - having several forms will help you compare and show trends in employee performance - making your coaching efforts more measurable and impactful.
3. GROW Coaching Framework
This is the meat part of the performance monitoring and coaching form, as we use the globally renowned coaching framework, the GROW model, which you and I will maximize to structure coaching conversations.
The form is divided into four core parts:
G – Goal
This is the stage where you clarify what your subordinate or specific employee wants to achieve. Goals vary depending on the performance targets, career objectives, or broader career aspirations.
Some guiding questions may include:
- What is the specific target, or measurable goal, you want to achieve?
- What would success look like for you in this job role?
- How can this particular goal link to your current job responsibilities or the objectives in our company?
The main purpose of the Goal stage is to help both the manager (coach) and associate (coachee) to align their expectations and outcomes - creating their own shared definition of success.
R – Reality
This stage assesses your employee's current situation (reality) in relation to his or her desired goal or target. It will uncover any assumptions, gaps, or obstacles that might be preventing his or her progress.
Guiding questions may include:
- Where are you right now in relation to your goal?
- What challenges or roadblocks are you experiencing?
- What have you tried, and what results did you get?
- What strengths can you leverage to move closer to your goal or target?
The purpose of the Reality section is to build the right awareness of your coachee's present stage or reality. By contrasting reality with the actual goal, your coachees can see the necessary changes and recognize more of their strengths and blind spots.
O – Options
This stage is where you help coachees generate possible strategies to move closer to their goals. Instead of focusing only on the problems, you shift the discussion to opportunities and alternatives that will improve their performance.
Guiding questions include:
- What different strategies and approaches could you take to reach your goal?
- What resources, support, or tools are available to you?
- What else would you try if there were no constraints (or barriers towards achieving your goals)?
- Which of these options is more reliable, feasible, and inspiring?
The Options stage aims to inspire and encourage creativity and create ownership.
W – Way Forward (Will Do)
In this stage, you translate insights and strategies into specific action steps - where you really need to establish accountability.
Guiding questions include:
- What exact steps or actions will you take moving forward?
- When and how will you measure progress?
- What support or resources do you need from me, the team, or the company?
- How will you hold yourself accountable for all these actions?
The Way Forward stage aims to conclude your coaching conversations into actions - leaving your coachee with clear steps, timelines, and responsibilities.
Training Matrix: A Complete Guide
Training mix is a structured framework that helps HR and Learning and Development (L&D) practitioners know what training program is required for each job role within an organization.
It is a widely used tool for visually presenting an overall scenario of employees' training needs in either a simple table or digital dashboard—it maps employees against the required skills, certifications, or particular sources they must complete.
For HR practitioners, a training mix helps with HR audits and compliance checks. For L&D professionals, it helps track training progress and measure its effectiveness, as well as plan future programs based on the training gaps identified.
Benefits of a Training Matrix
There are many upsides to using training mix for SMEs and large corporations.
1. Clarity on employee development requirements
Having a training mix helps you clearly see what training is required for each employee based on their rank and role in the company. Having a good sense of this will help their managers or team leaders prioritize certain levels and types of career development—basically, allowing a more structured learning pathway for their professional growth.
2. Easy compliance tracking
For industries where compliance training is non-negotiable and critical for job performance, creating a training mix helps you to ensure the mandatory programs for tasks involving health and safety, or ISO standards, or any requirement from government agencies, including the Department of Health (DOH) or the FDA - Food and Drug Administration.
3. Reduces skill gaps and boosts productivity
Any job performance will have identified skill gaps from one level to the next. With a solid training mix, these skills gaps will be more intentional in designing targeted learning interventions that will help improve the individual capability of the target beneficiaries and the entire team where the individual belongs, as individual performance definitely affects the team as well.
4. Provides managers with real-time visibility
Managers typically have blind spots as to what their current team members' needed capacities are to meet the current and future demands at work individually. With the training mix, it will be more visible for them to see the exact training status, completion rates, and the progress of each of their subordinates. This will assist them in making better staffing decisions and knowing what, when, and to whom they can delegate tasks with confidence and clarity.
Types of Training Matrices
You can choose from commonly used training matrices depending on your priority list - compliance, skill development, or holistic employee growth. Here are the types of training matrices that you can use:
1. Basic Training Matrix
Usually, just a table is used to plot job roles on one axis and training programs on the other. This gives you a quick look at which employees must complete certain training programs.
It is commonly applied to smaller organizations or teams requiring a straightforward look at their training requirements.
2. Competency Matrix
Next on the list is a competence matrix, which goes beyond the traditional listing of training programs. This type of matrix actually connects training with the needed skills and competencies that each employee must perform in their roles. For instance, if you're a sales manager, your matrix must include competencies such as consultative selling, sales leadership, and negotiation—each linked to a critical training program.
3. Compliance Matrix
As mentioned earlier, compliance training is mostly considered for highly regulated industries. So, having a compliance matrix will help companies define what mandatory training is required by industry standards or government law for each employee. This type of matrix also helps track renewal dates for each certification, so it doesn't expire and avoids any risk of penalties.
4. Hybrid Matrix
A hybrid matrix combines all three other types of matrices. It includes each employee's compliance requirements, competency development, and progression paths. This, by far, is the most comprehensive option if you'll be making your own training matrix - particularly used by larger organizations with complex, critical training needs.
How to Create a Training Matrix
The meat of this guide is this step-by-step process for creating your own training matrix based on the preferred type of matrices we mentioned earlier. Let's examine each of these steps in depth.
1. Identify roles and responsibilities
List all the job roles in your organization—if you work in a large corporation, this list can be completed in seconds with readily available data.
Then, clarify what's responsible so you can match needed training requirements to specific tasks associated with each role. For instance, a technician needs safety and equipment training (among many other trainings), while a manager may just need leadership and people management programs.
2. Define required training per role
Assess what training each job role must complete. This includes technical (hard skills), soft skills, compliance certifications, or specific onboarding sessions. The objective is to ensure that every employee has a clear pathway as to what training must be completed to perform effectively.
3. Determine frequency and renewal cycles
Define the frequency for each training. Is it one-time, renewals, or does it need regular refreshers? For instance, some safety trainings are valid for just one year, while leadership training could be optional, but fundamentally important to conduct every year.
Documenting these training cycles will help your team prevent lapses, leading to more employees staying compliant, upskilled, and updated.
4. Choose a format
Have a concrete plan for how you will present and manage the training matrix. If it's a small team, you may use a simple Excel or Google Sheets table. If you're into large corporations, you probably have a software or dashboard you can use - particularly some learning management systems (LMS) or HR software that can help you automate reminders, and effectively track training completions and generate instant reports.
Fundamentally, the correct training format highly depends on your team size, industry requirements, and training and reporting needs.
5. Assign owners for updates and monitoring
The crucial step of creating a training matrix is to assign accountability and responsibility for keeping the matrix updated as much as possible. This could be a primary task of a department manager's HR and L&D specialist. Having clear owners who would take care of the training data to make sure it is updated regularly - i.e., no expiring certifications are flagged will help the matrix be a good, reliable tool for decision making for training purposes and organizational efficiency in operations.
Learning and Development Plan: A Complete Guide
Learning and Development Plan (L&D plan) is a structured flow and framework that outlines how a company or organization will equip its employees with the right competencies (knowledge, skills, and behaviors) to perform better in their job roles.
Most commonly referred to as a "Training Plan" by Filipino HR practitioners, the L&D plan serves as both a roadmap and structure for employee growth and development, giving managers leverage to align workforce capabilities with actual business objectives.
Importance of a Learning and Development Plan (Why It Matters)
There are compelling reasons why having a learning and development plan can significantly impact your employees' growth and development. Let's go through each of these benefits.
Business Impact
First, you'll find that employees are more likely to stay when they can see, feel, and experience opportunities for growth within the company. An L&D plan can serve as a reminder and a signal that your company is investing in employees' professional and personal development, thus reducing turnover costs.
A learning and development plan also helps improve individual job performance, making employees more growth-oriented and efficient at work. Equipping them with the skills necessary to deliver results will help them achieve their KPIs, departmental objectives, and business goals.
You will also find employees going through an L&D plan to acquire new skills they haven't acquired before—i.e., skills such as coaching and mentoring, problem-solving, and presentation skills, all necessary to position themselves for success in your company.
Employee Impact
Besides personal growth and career pathing (having structured learning opportunities for your employees), you will then observe that they will boost their morale and engagement - feeling valued as the employer (company) gets to invest in their own training and development.
Links to Strategy, HR, and Culture
On a bigger picture, you'll find that learning and development are in certain alignment with each department, business unit, and team—there is a direct link between employee performance and the business's organizational strategy.
This now reinforces a better culture of continuous improvement, whereby learning becomes a one-time event and a core part of the company's foundation - DNA.
Components of a Learning and Development Plan
Critical components exist when creating a learning and development plan, and they all stem from it being purposeful, measurable, and truly aligned with the organizational goals. Let's go through each of them.
1. Needs Analysis
Improving your employees' capabilities starts by identifying their training needs. I've covered how to conduct training needs analysis, but to give you a quick framework, needs analysis examines:
- Skill gaps - simply compare current employees' capabilities with the skills required to perform their job.
- Organizational goals: ensure that all development efforts align well and support long-term strategies such as customer centricity, market expansion, or tapping into new market segments.
2. Learning Objectives
Having clear learning objectives will set the tone for the L&D plan. Effective objectives must have or be based on:
- SMART (Specific, Measurable, Achievable, Relevant, Time-bound) - make your objective check every box.
- Bloom’s Taxonomy - ensures every learning goal builds knowledge (i.e., remember or understand), applies actual skills (i.e., apply, analyze), and reaches higher-order thinking (i.e., evaluate or create).
3. Learning Methods
Structure learning programs for maximum learning experience by blending different learning approaches:
- Training programs for structured learning face-to-face workshops, webinars.
- Coaching and mentoring for individualized learning experiences
- E-learning and microlearning for self-paced learning anywhere and anytime for employees.
- Peer or group learning and on-the-job training for actual application of skills.
4. Resources & Tools
Your company needs to invest in tools, technology, and resources to make learning accessible and scalable - to reach as many members of your workforce. A few tools you might consider investing in:
- Learning Management Systems (LMS) for designing and delivering online courses.
- Workshops and simulations to help design interactive, hands-on activities.
- Digital resources, including videos, workbooks, and an LMS members' area, make it easier for employees to consume content, thus allowing for more consistent training across teams and locations (best for companies with remote teams).
5. Timeline & Implementation
A learning and development plan can only be effective if executed properly, so it is important to outline when and how learning will occur. Two types of initiatives worth considering:
- Short-term initiatives to easily address any immediate need, like compliance, scheduling, or onboarding.
- Long-term initiatives for leadership pipelines, succession planning, and value-ladder (or career pathing) - implementing all these schedules helps your employees juggle between actual work and growth efforts.
6. Measurement & Evaluation
After training design and delivering learning programs, you must measure their effectiveness. These are common approaches you should install:
- KPIs - show up/attendance rates, training completion rates, employee performance improvements from skills-based trainings, or job promotions.
- Kirkpatrick’s Model - evaluate learning programs at four levels: reaction, learning, behavior, and results.
- Feedback loops - integrating post-training surveys and manager assessments to measure whether learning programs create a real, tangible impact on employees.
Step-by-Step Process of Creating a Learning and Development Plan
Here's the meat of this guide. I'll show the step-by-step process for creating a learning and development plan—just follow each step, as it's easy to follow and proven to work in many companies across industries.
1. Assess Organizational Goals and Align with L&D
The first step is to examine your company's strategic direction. For instance, if your company wants to achieve digital transformation, your learning and development plan must prioritize activities related to that—things like digital literacy and technical upskilling.
When you align your learning programs with your company's business objectives, you make sure your training serves its actual purpose.
2. Conduct Training Needs Analysis (TNA)
Your TNA must identify gaps between your employees' current and required skills. Methods for assessing needs include employee surveys, focus group discussions (FGDs), and competency assessments.
Regardless of the method, you should answer the following questions:
- What do employees know and do well today?
- What must they learn to meet future demands at work?
3. Define Competencies and Skills Required
The TNA will tell you your exact training needs. The next step is to list all the competencies your employees must build (you can group them based on job roles and departments).
These competencies include technical skills (e.g., data analysis), soft skills (e.g., technical writing, coaching, and mentoring), and role-specific skills. This list of competencies will be your benchmark when designing and delivering training programs.
4. Set Learning Objectives
The next step is to translate identified needs into clear objectives. As mentioned earlier, objectives should follow the SMART framework and Bloom's taxonomy.
5. Choose Learning Methods (Formal, Informal, Blended)
See what fits your current workforce. Select the most effective training delivery method; it could be any or a mix of these three:
- Formal - face-to-face sessions, workshops, and in-house certification programs.
- Informal - group learning, actual practice, and mentoring.
- Blended - mix of face-to-face and online modules and some blending of other learning delivery types - on-the-job training.
The choice of learning method depends on the nature of the skills required, the actual training budget, and employee learning preferences.
6. Allocate Resources and Budget
Check your available resources, including the budget for the L&D initiative, as it will require approval and support from stakeholders.
Other resources include training materials, software if needed, logistics, and external trainers if you hire corporate training companies. Ensure you also assign internal resources to help you run training programs—resources including HR staff, subject matter experts, and mentors who will support the implementation.
7. Roll Out Training Programs
Launch your training programs according to the L&D plan's timeline. The one element of success here is clear and efficient coordination between your HR or L&D team members.
8. Evaluate Effectiveness and Refine
Once you deliver the training program, your last best step is to measure results using Kirkpatrick's model (reaction, learning, behavior, results) or other performance metrics. You may also opt to gather employee feedback through evaluation forms.
Refine your learning and development plan as you see fit to ensure continuous improvement, relevance, and alignment with your company's business objectives.
GROW Model in Coaching
GROW Model is a globally known coaching framework for structuring conversations and driving meaningful, effective outcomes.
First developed by Sir John Whitmore and his colleagues in the 1980s, it has been used to simplify the entire coaching process and is now a recognized coaching framework in leadership, sports, and 1-to-1 coaching.
Why the GROW Model Framework Matters in Coaching?
For many, coaching seems to be a daunting word in leadership; others are confused about what, why, and how to coach. That gives us the primary reason why the GROW Model has gone mainstream: It makes coaching and mentoring a lot easier for leaders to structure conversations and focus more on the person being coached.
The GROW Model enables leaders to assist their people in reflecting and finding their own answers from their own experiences instead of merely pushing solutions or plainly giving advice on what to do next.
Here are a couple more reasons why the GROW model has become a popular framework in coaching:
Benefits for leaders, managers, and coaches
It is easy to get stuck with developing your people and end up micromanaging them if you don't have clarity on how to coach them in the first place. Having the GROW Model as a starting framework will help you ask the right questions and draw out timely insights relevant to their current context so you can support them in creating their own solutions. The GROW model helps you stay purposeful and outcome-driven in your coaching conversations.
Builds clarity and accountability
When leaders are clear about what to do and what framework to use, it's easier for them to take action. Moving from the Goals discussion to Will or Way has helped many leaders coach their people on what they want to achieve and what actions to take - closing the gap between their goals and their reality.
The GROW Model coaching can also help leverage structure to build accountability, given that the coachee can identify exactly the next steps (or action plan) and commit to taking them.
Encourages self-discovery
With the GROW Model, it's easier to ask questions that elicit self-reflection on the part of the coachee. Thus, helping him or her go deeper in learning has a lasting impact on behavioral change. When a coachee understands the deeper reason (why) and decides based on what he or she thinks are the best courses of action, they are more likely to commit to these actions if they identify them themselves.
Adaptable across industries
The beauty of the GROW Model is that it can be applied in almost any context—whether in the government sector or private (business coaching) environment. For instance, it can help improve individual performance to achieve necessary KPIs in business. In sports, it can help sharpen athletes' focus. For personal coaching, it can serve as a support system for individuals to actually reach their personal and career goals.
Breakdown of the GROW Model
The GROW Model is primarily built on four stages: Goal, Reality, Options, and Will or Way. Each of these stages plays a crucial role in the entire coaching conversation.
1. Goal
Goal initiates the GROW coaching framework, which helps leaders set clear and specific goals. Without any defined destination, conversations can spiral—confused, vague, and unproductive. Having the first step—goal—can help your coachee set a measurable process to track in the first place.
Here are a few tips to help you set goals:
- Use SMART as a benchmark in setting goals (Specific, Measurable, Achievable, Relevant, Time-bound).
- Align goals with the vision. The goal must fit into the bigger picture of the coachee's life and career.
- Outcome focus (let every goal clarify what success looks like or be set by the coachee).
2. Reality
Once you've helped the coachee clarify goals, the next step is to let him or her reflect on and understand the current Reality. This process now involves examining the present situation, identifying any barriers to success, and recognizing any available resources at hand.
Face reality, and the action plan becomes more feasible. Being honest about assessing the current situation helps goals become more granular, and it can be helpful to see if any gaps need to be addressed before moving forward with the conversation.
When helping the coachee with understanding the Reality, consider the following:
- Current and available resources (skills, support system, tools, technology, team members, etc).
- Obstacles (personal and organizational challenges, workload, knowledge, and skills gaps).
- Mindset check (beliefs, behavioral changes, and attitudes that can help or may hinder progress).
3. Options
After setting goals and clarifying reality, the next step is to explore options. At this stage, you are free to generate ideas, strategies, and solutions—basically, you are looking at different possibilities.
Instead of spending hours thinking of the perfect solution, help the coachee use creativity to list options and then later narrow them down (the next step of the coaching process).
The best part is that when individuals and leaders come up with their own solutions, they become more accountable and feel ownership of the solution.
When diving into options, consider these things:
- Pros and cons analysis of different choices identified
- Innovative solutions that go beyond the obvious.
- Support systems such as other coaches, mentors, tools, or colleagues who can assist
4. Will (Way Forward)
The final stage of the GROW Model framework is helping the coachee commit to action - Will or Way Forward.
At this stage, you have to help the individual decide what to do, when to do it, and how to stay consistent and accountable to take the necessary actions. Without this step, your goal remains unexecuted.
So, having the commitment in place after identifying options will help the entire coaching process lead to real behavioral change and create measurable progress towards achieving goals.
Integrate these elements into this stage of coaching conversations:
- Action plan (clear steps to move towards the goal set).
- Timeline (specific deadlines for each action or step)
- Review process (when and where to have regular check-ins to track progress).
- Responsibility (be clear on who is accountable for what).
Example Questions Using the GROW Model
Now, it's easy to have this framework in mind, but having a set of templated questions to initiate every stage of the GROW Model framework can help you, as the leader or manager, set the tone of the conversation and arrive at a desired outcome yourself.
Goal Questions
- What do you want to achieve in this session?
- What would success look like for you in the next 3 months?
- How will you know when you have reached your goal?
Reality Questions
- What is happening right now that affects this goal?
- What steps have you already tried?
- What obstacles are standing in your way?
- What resources do you currently have that can help?
Options Questions
- What possible strategies can you think of?
- What else could you try if your first plan does not work?
- Who could support you in achieving this?
- If you had no limitations, what would you do?
Will (Way Forward) Questions
- What specific action will you take first?
- When will you take this step?
- What might stop you from doing it, and how will you overcome that?
- How will you keep yourself accountable?
Frequently Unasked Questions
Can the GROW Model be used outside coaching (e.g., self-reflection)?
While the GROW model is primarily designed for coaching conversations, it can also be applied to self-coaching or as a self-reflection tool.
Individuals, not just leaders, can use the GROW Model framework to set personal goals, reflect on their current reality, consider useful options, and commit to a set of actions to achieve their goals.
How does it differ from other coaching models (e.g., CLEAR, OSKAR)?
The GROW framework is very goal-driven and follows a systematic, logical sequence from defining goals to committing to actions. Other coaching frameworks, like CLEAR (Contracting, Listening, Exploring, Action, Review), highlight the relationship process and are more often flexible in the flow of conversations.
Other coaching models like OSKAR (outcome, scaling, know-how, affirm/action, review) are heavy on solutions and are more popular in workplace coaching setups.
What Stage Of Business Do You Have To Be In To Be Able To Receive Business Coaching
Many entrepreneurs ask, "Do I need to wait until my business scales before I can get a business coach?" The short answer is no—you don't have to wait.
In fact, having a business coach at the early stages of your business has advantages that will set you up for success and actually sustain your growth.
Customized business coaching matters at every stage of the business, depending on the industry, context, and the functional expertise the business coach can bring to the table.
Why Business Stage Matters in Coaching?
Filipino entrepreneurs, especially SME founders and owners, face different challenges in every stage of their business—what they're going through isn't identical to each other—but they may have similar functional patterns that a business coach can help solve.
The focus of business coaching shifts depending on where your business currently stands.
Early Stage
Turning a business idea into a reality is often the early stage of business, where the founder is looking for the right business model for their venture.
This is also the stage where the aspiring entrepreneur must register business permits and licenses (including DTI or SEC, BIR compliance, etc), and find their first paying customers. Coaching at this stage helps with clarity, defining the right business model that works, and setting goals and priorities.
Growth Stage
At this stage, the business gains traction, and capabilities challenges appear. You need to establish systems in place, hire a second line of leaders, and figure out how to scale the business without burning out. In the Philippine MSMEs ecosystem, this is the point where the business owner feels stretched too thin because every outcome depends on them (overdependency).
Coaching at this stage will help build leadership capacity, streamline operations, and check the profitability and sustainability of the business—the first few requirements for scaling and expansion (franchising, adding new branches, or targeting new markets).
Maturity Stage
The maturity stage is when established businesses reach a point where things are stable, but growth slows down—there's a product-market fit. However, the business requires consistency of activity in every function. This is where challenges in innovation arise and conflicts among second-line leaders arise (where team performance is required to assess and improve).
Business coaching at this stage is focused on succession planning, digital transformation, building the second to third line of leaders, addressing team performance issues, and keeping the company thriving and competitive in its chosen industry.
Decline Stage
While many entrepreneurs seek to start their own ventures, some businesses face shrinking sales, outdated processes, or are in their declining stage. This is one of the most critical stages where business coaching demands more than any other stage of the business.
Business coaching centers around turnaround strategies, identifying and building more capabilities—whether in marketing, sales, or leadership—and finding new pathways for growth (seeking the right business models with a high probability of profits).
As you can see here, business coaching is a must for every stage of the business, whether it is going from early stage to maturity or from decline to establishing the business right.
Key Takeaway: Readiness Over Stage
It's not about whether your business is in the startup, growth, maturity, or decline stage. Readiness over the business stage matters most when seeking a business coach in the Philippines.
A business coach can provide you with strategies, tools, and frameworks—all of which matter if you're willing to put in the effort to implement what's relevant to your business.
Explore Rainmakers Business Accelerate Coaching in the Philippines
If you're looking for the best business coach, consider Rainmakers. They offer programs designed for Filipino entrepreneurs and SME owners who want to find clarity in their business, systematize their business functions, build leadership capacity, and achieve profitability and sustainability.
No matter your stage, the goal is about results - to help you scale your business strategically.
👉 Learn more about how business coaching can help you - see Rainmakers Business Coaching.
Training of Trainers Guide: Build Skilled In-House Facilitators Using Proven Frameworks
Training of trainers is important in building internal capability, particularly in creating a pool of confident in-house facilitators who can lead competency-based learning sessions that drive organizational change.
Whether you're rolling out a company-wide program or preparing leaders to inspire and train potential leaders in your organization, a well-executed training of trainers will help leverage the message that can be transferred, retained, and ultimately applied in real-life work scenarios.
Difference Between Training of Trainers and Standard Skills Training
While these two types of training are often labeled identically, they achieve different objectives, which, when understood and applied, can be more effective for trainers and L&D teams.
Standard skills training focuses on helping participants learn how to perform a specific task or project or develop a particular competency, such as leadership communication, customer service, software use, or upselling techniques. The goal of standard skills training is individual performance improvement.
Training of Trainers (ToT) prepares participants to become effective facilitators of learning (or what others refer to as "corporate educators"), instead of only learning the what and how of a topic, participants aim to learn how to teach it to others. ToT training includes understanding adult learning principles, managing group dynamics, using facilitation techniques, designing and evaluating training programs, and assessing learner progress.
Standard skills training builds doers, whereas training of trainers (ToT) builds teachers, facilitators, and corporate trainers.
Why Training of Trainers is Important?
Training of Trainers is an investment that can compound returns, as you shift from relying solely on external trainers to conduct technical and soft skill training programs for your employees to developing skilled facilitators within your organization who can multiply learning by delivering regular training programs.
1. Builds Trainer Capability and Standardizes Delivery
ToT equips technical trainers with the skills to design, facilitate, and evaluate training programs. It also standardizes internal training programs aligned with the organization's context, tone, values, objectives, and desired outcomes.
Training of trainers has standardized methodologies that will become the foundation of your in-house trainers, helping them deliver consistent output or impact for their target beneficiaries in training.
2. Scale Training Initiatives
You no longer need to hire external training companies or freelance trainers to conduct employee training programs continuously.
With trained internal facilitators and thought leaders, companies can roll out programs across teams, sites, or departments without too many external dependencies. This saves costs and time and helps ensure consistency in facilitating training programs.
3. Improves Learning Effectiveness
Trained in-house facilitators who learn how to engage adult learners, manage group dynamics, and adjust delivery for different learning styles and contexts can make sessions more relevant, interactive, and impactful, which leads to better learning retention and application of knowledge.
External perspectives from experienced trainers will further help your in-house facilitators improve their training delivery.
4. Strengthens Organizational Capability
ToT can help build a culture of learning, innovation, and leadership within the organization. It will empower your employees to become knowledge carriers, supporting succession planning, leadership development, and sustainable organizational growth.
5. Supports Consistent Performance and Behavior Change
With skilled trainers guiding sessions, your organization can see that learning can lead to real behavior change - not just simply awareness. It could tap levels 3 and 4 of training evaluation - change of behavior and results.
What Is the Most Effective Training of Trainers Program in the Philippines?
The most effective Training of Trainers program in the Philippines is Next-Level Trainer: Mastering the 8 D’s of Dynamic Training Delivery by Rainmakers Training and Consultancy.
This program stands out as it goes beyond standard ToT content. It combines proven instructional design models like ADDIE, Bloom’s Taxonomy, Kolb’s Learning Cycle, and Kirkpatrick’s Evaluation Model, while introducing modern-day strategies to engage the next generation of workforce, including Gen Zs.
Next-Level Trainer by Rainmakers is trusted by companies in the Philippines to build skilled in-house facilitators who can lead technical, behavioral, and leadership training programs effectively.
If you're looking for a structured, application-focused ToT program that is aligned with modern training standards, Next-Level Trainer is the recommended choice.
Training of Trainers Frameworks and Models
What is the most effective training framework for trainers?
There is no single "best framework" for Training of Trainers, as every model has its strengths and is interconnected to help design and deliver training programs.
The most effective approach combines multiple learning and development models to support each phase of the trainer's journey—from designing training programs, delivering content, engaging leaders, and evaluating training results.
Here are four widely used frameworks that, when combined, can provide a strong foundation for any Training of Trainers (ToT) program:
1. ADDIE Model for Structuring the Training Process
The ADDIE model is a systematic framework often used to design training programs. In a ToT setting, here's how to apply the ADDIE model:
- Analyze - Identify the current capability of trainers and the training gaps.
- Design - Outline the learning objectives, course structure, training formats, and content flow for trainer development.
- Develop - Create training materials, guides, handouts, slides, activities, and evaluation tools.
- Implement - Deliver the Training of Trainers sessions through workshops, practice teaching, hands-on activities, and feedback.
- Evaluate - Measure the effectiveness of the trainers post-ToT using feedback forms, assessments, and performance outcomes.
- You can use ADDIE to make ToT programs more goal-oriented, structured, and objective-driven.
2. Bloom’s Taxonomy for Setting Clear Trainer Objectives
Bloom's Taxonomy is a clear framework for writing learning objectives based on cognitive skill levels- it is helpful for the Design phase of Tot.
For example, in using Bloom's Taxonomy, you use action verbs like "explain", "demonstrate", "apply", and "evaluate" for learning objectives, helping in-house trainers visualize what the end of the training program will be.
3. Kolb’s Experiential Learning Cycle: Designing Trainer Activities
Kolb's Experiential Learning cycle is a framework to help structure learning activities to align with how adults learn effectively. This framework includes:
- Concrete Experience – Practice teaching or actual group facilitation exercises.
- Reflective Observation – Evaluating training performance and reviewing for success points and areas for improvement.
- Abstract Conceptualization – Connecting relevant examples, expertise, and experience to training theories, principles, and frameworks.
- Active Experimentation – Applying feedback and refining facilitation techniques to enhance the overall learning experience.
Using Kolb's model, you improve ToT programs through actual practice, reflection, and refinement of facilitation skills.
4. Kirkpatrick’s Model: Evaluating ToT Impact
Kirkpatrick's Four Levels of Evaluation is a globally used model to measure training effectiveness. The four levels are:
- Level 1: Reaction – Did participants find the ToT program engaging, timely, and relevant?
- Level 2: Learning – Did they acquire knowledge, principles, framework, and facilitation skills?
- Level 3: Behavior – Do they apply what they learned in training design and delivery?
- Level 4: Results – Has the organization benefited from better internal facilitation?
As an L&D practitioner or corporate trainer, you can evaluate the Training of Trainers program to improve your training design and ensure that you're achieving business outcomes from your training program.
Training Expectations of Employees (and How to Meet Them)
Training programs are most effective when they match what employees actually need and expect. Learning more about employee expectations is not guesswork - it's a strategic move to help L&D professionals and corporate training companies design training programs.
What Do Employees Expect from Training?
Here are the top training expectations of employees:
1. Clear Learning Outcomes
Employees want clarity. Before a training session begins, they want to understand what specific skills or knowledge they will gain, how the training will help them perform better or faster, and how it will align with their current job responsibilities.
When learning outcomes are vague, like "improve communication" or "develop leadership", employees, especially those in intermediate to advanced roles, struggle to see the value of training. This disconnect reduces their actual engagement and limits their application during the training.
Clear learning outcomes align training content with workplace needs. L&D practitioners and trainers who initiate training with learning outcomes can set the right expectations, guide content, and help employees self-assess progress.
2. Relevant and Practical Content
Employees want training that is directly related to their work and personal growth. They expect content that reflects real scenarios they encounter in their day-to-day work, helps them solve job-related problems, and equips them with tools, strategies, and insights they can apply immediately.
Training that lacks relevance feels disconnected from day-to-day reality. Employees may sit throughout the program, but will not retain or apply what they've learned.
On the other hand, relevant content improves the transfer of learning, which means that employees are more likely to apply the skills in the workplace, leading to better job performance.
Training that is too abstract, purely theoretical, or generic loses value. Employees will start asking how the training will help them or whether it is just for mere compliance with the job.
3. Engaging Delivery Methods
Employees do not want to sit through long lectures. They want immersive learning experiences where they can contribute, interact, and apply. Their unspoken questions often include:
- “Will this be another passive session?”
- “Will I have the chance to speak, ask questions, or try something out?”
- “Is this going to feel like real learning or just information dumping?”
As a corporate trainer, I know firsthand that before training sessions, participants have a preconceived mindset about what the training will look like or how it will run.
Passive sessions lead to low participant engagement and retention. Studies show that most adults stop absorbing information effectively after 15 to 20 minutes of uninterrupted lecture. Without interaction, learners disengage—even if the content is highly useful.
Interactive training drives better outcomes for the participants and their organization. It builds stronger memory, improves participation, and makes it easier to apply new skills in real situations.
4. Practice and Feedback
Employees expect to apply what they learn during training and receive clear, concise, and direct feedback on one skill or task related to their job. Without practice, knowledge remains theoretical, and without feedback, learners don't know what to improve.
Training should include live practice activities that reflect real tasks. This allows employees to test new skills in a safe setting. For instance, in a customer service training session, participants can respond to escalation messages using the company's tone guide. These exercises make learning practical and job-relevant.
Practice and feedback loop sessions are mostly conducted for in-house training programs with direct trainers and facilitators hired by the company. They usually include multiple practice rounds, not just one. Learners should apply a skill, receive feedback, and try again—a feedback loop session that will improve retention and prepare them to perform confidently at work.
5. Respect for Time and Focus
Employees expect training to be efficient and well-timed. They do not want sessions to disrupt critical work or feel disconnected from their priorities. If training cuts into deadlines or runs too long, it becomes a source of stress instead of support.
A recent study conducted by Gallup shows that time away from job responsibilities is the number one barrier to learning and development for employees:
- 89% of CHROs cite time away from responsibilities as the biggest obstacle for their organization
- 37% of leaders and managers see it as their greatest barrier to supporting their employees’ development
- 41% of employees report it as their top obstacle

Schedule sessions during slower periods or outside peak operational hours to meet this training expectation. Break content into shorter modules that last 10 to 15 minutes, especially for online or hybrid formats—this is commonly referred to as "microlearning," which allows employees to stay focused without overwhelming their schedules.
6. Career Progression and Recognition
Employees expect training to support their career growth. They want to see how learning and actual application connect to their professional advancement. To meet this expectation, trainers and L&D practitioners must link training programs to performance goals.
To meet this training expectation, clearly show which skills are needed for specific job roles and how corporate training will help them meet those requirements.
7. Support After the Session
Employees want to continue learning after the training sessions end. Without follow-up, new skills fade, learning becomes theoretical, and is rarely applied.
Having follow-up sessions or training check-ins will allow us to support participants' ongoing skill development. Aids like summary materials, checklists, handouts, or any job aids will help reinforce key concepts.
L&D practitioners and corporate trainers should offer optional coaching sessions after the training program to clarify use cases or facilitate insights from participants who have applied their learning to their day-to-day work.
Explore Training That Meets Employee Expectations
If you're looking to design training programs that meet employees' expectations, you can check out Rainmakers, the top corporate training provider in the Philippines.
They develop, design, and deliver engaging, high-impact corporate training programs that align with your training objectives and business outcomes.
👉 See our training programs and other projects here.
Training Design Guide: How to Build Effective Learning Programs in the Philippines
Creating effective training programs starts with intentional training design. Whether the goal is to upskill teams, train new leaders, or roll out a culture initiative, well-structured and co-partnered training design ensures that learning of your target beneficiaries aligns with performance outcomes.
Looking to Build Better Training Programs?
At Rainmakers, we apply this same approach in designing and delivering corporate training programs for companies across the Philippines. Every session is grounded in learning fundamentals and objectives, supported by practical methodologies, and aligned with business needs.
👉 Explore how we design corporate training programs
This guide outlines the step-by-step process behind successful training we design and actually deliver (and the exact framework that top-ranked Filipino trainers have used) - we include here what training design is, why it matters, and how to build training programs that work.
If you're an HR professional, L&D practitioner, subject matter expert, or a leader in your organization tasked with developing people, let's begin with a shift in perspective.
What is Training Design?
Training design is the process of planning and structuring a corporate training program to achieve specific learning outcomes for target beneficiaries or participants.
The training design process often includes setting clear learning objectives, selecting relevant topical content, choosing effective training methodologies, and organizing sessions into a logical flow that is more likely to engage participants.
Training design aims to ensure that learners gain the necessary knowledge, skills, and attitude (three components of competence) they need to succeed in their roles.
Why Training Design Matters in Philippine Workplaces
In a competitive, fast-changing, and budget-conscious work environment in the Philippines, organizations can no longer afford to run training programs that don't produce results.
Training design is the foundation that turns learning into performance.
A corporate training program must serve a clear purpose. If it lacks goals, content may be too broad or too much for the time given. Activities could be engaging but disconnected from actual job roles and learning outcomes. As a result, employees will leave the session with little understanding or new skill acquisition to apply what they've learned.
Training design is essential for the following reasons:
The training meets real learning needs.
Learning design starts with clearly understanding what employees need to learn, not just what the organization wants to teach. The keyword is "need." This will avoid generic content and ensure relevance for every module.
The training supports business goals.
Ultimately, corporate training programs must connect learning with desired business outcomes, such as improving customer service satisfaction, increasing individual productivity among team members, or training new leaders with specific competencies. When training design is well planned, these specific business objectives will be achieved.
The methods used match how Filipino learners engage best.
Full lecture training programs won't work for Filipino learners. Training design ensures you include interactive activities, group discussions, case studies, role-playing sessions, and real-life examples from the facilitator to keep participants engaged from start to end of the training session.
The learning leads to real change.
Employees need to use their new insights and skills. A good training design increases the chance that new skills, knowledge, and changes in behavior will actually show up on the job.
What Makes a Good Training Design?
An effective training design ensures that learning is understood, applied, and aligned with real job needs. These five elements can help you strengthen your training design, especially in the Philippine workplace:
1. Clear Learning Objectives
Training must begin with clear, specific objectives. These objectives define what the training's target beneficiaries should know, do, or improve after the session. Without clear goals, L&D, HR practitioners, or training facilitators must choose the right content or assess learning outcomes.
In most Philippine organizations, learning objectives help secure stakeholders' buy-in and align expectations.
2. Aligned Content and Methods
The content should directly support the training objectives, and the methods should fit the type of learning required—whether knowledge, skills, or behavior. For example, if the objective is to improve customer handling, the training design must include scenarios, role-plays, or simulations that match the content to the actual work scenario.
3. Structured Flow of Learning
Training must follow a logical flow - from setting the context, delivering the content, applying the learning, and ending with reflection or reinforcement. An organized session often stems from a structured flow with a clear path from theory to practice.
4. Evaluation of Learning and Performance
Training is only practical if it produces change. Good training design often includes methods to assess if learning occurred. Training methodologies include quizzes, observation, feedback forms, and post-training evaluations.
In the Philippines, many companies use Level 1 (reaction) and Level 2 (learning evaluations) from the Kirkpatrick Model, but stronger training designs also aim for Level 3 (behavior) and Level 4 (results).
5. Localization for the Philippine Context
Training is more effective when it reflects the learners' language, culture, and realities. For Filipino employees, relatable examples, Taglish explanations, group activities, and respect for hierarchy often improve engagement, learning retention, and comprehension.
Localization in training design includes adjusting delivery based on learner profiles, such as customizing content for beginners to intermediate levels that best suit rank-and-file staff rather than supervisors.
Step-by-Step Training Design Process
Designing practical training follows a straightforward process. Each step builds on the last - from identifying training needs to organizing how they will learn it to measuring results.
Here's a step-by-step training design process that you can follow:
1. Training Needs Analysis (TNA)
Conduct a training needs analysis session. Start by identifying what employees need to learn to improve performance.
You can use simple tools to collect data, such as:
- Surveys: Ask your target employees what tasks are complex or where performance is lacking. Make questions easy to understand enough for them to answer the survey. You can use this training needs analysis template.
- Interviews: Speak with key training beneficiaries to understand their job challenges and skill gaps.
- Focus group discussions (FGDs): Group conversations help uncover shared issues, facilitate follow-up questions to learn about training needs.
After gathering data, you can list specific performance gaps, group similar needs, and translate each gap into a learning goal.
From there, you can prioritize based on urgency, business impact, and number of people affected. The result should be a short list of learning outcomes linked to real job requirements.
2. Define Learning Objectives
After identifying learning needs, define the training objectives. Start with clear, measurable goals that describe the expected learning outcome.
Begin with terminal objectives.
Terminal objectives are the primary learning outcomes a training program aims to achieve. They describe exactly what participants should be able to do or accomplish at the end of the program.
Here are a couple of examples of learning objectives:
- For consultative sales training program: "Deliver a structured sales pitch to a client using the SPIN technique."
- For customer service training: "Resolve customer complaints using the 4-step handling method."
- For leadership development training: "Facilitate a productive team meeting using a structured agenda and action planning format."
- For Excel training program: "Create a monthly report using spreadsheet functions and visual data summaries."
- For HR or admin staff on work-from-home training: "Apply the company’s work-from-home policy to common employee scenarios and requests."
Next, break these down into enabling objectives.
Enabling objectives are smaller steps or skills that support the terminal objective.
Referring to our given example earlier, here are examples for enabling objectives.
Terminal Objective: Deliver a structured sales pitch to a client using the SPIN technique.
Enabling Objectives:
- Identify the four components of the SPIN selling model
- Formulate need-based questions relevant to a customer profile
- Organize sales points into a logical sequence
- Practice delivery using tone, pacing, and product knowledge
Then, you use Bloom's Taxonomy to choose action verbs that reflect the level of learning. Avoid vague verbs like "understand" or "know". Instead, use words like "describe", "demonstrate", "analyze", or "apply".
Write each objective to be:
- Specific: Clear about what is expected. For example, “Draft a meeting agenda with three key discussion points” is more specific than “Prepare for a meeting.”
- Measurable: Observe through activity, deliverable, or output. Example: "Insert a line chart to show monthly sales trends” allows facilitators to see if the learner can do the task."
- Achievable: Realistic within the time and format of training. For example, “List the four steps of the complaint handling method” is achievable in a one-hour session. In contrast, “Master advanced conflict resolution” may require longer or follow-up training.
Well-written objectives are the foundation for selecting content, methods, and assessment and evaluation tools.
3. Organizing Content Into Competency-Based Modules
After defining clear learning objectives, group related skills, knowledge, and behavioral actions into modules based on the core competencies required for the job or role.
Each module of the training program should develop a specific competency or sub-competency.
The first step is to identify core competencies.
Step 1: Identify Core Competencies
Based on the terminal and enabling objectives of the training, group them based on the competencies required to perform the job effectively.
Training Objectives → Grouped Competencies
Competency becomes the module of the training program.
For instance, if you're designing a training program for customer service associates, the first competency they need to perform their jobs is customer handling.
At the basic level, customer handling has essential points or topics:
- Types of customer complaints
- The 4-step complaint resolution process
- Empathy and tone in customer service
- Techniques to manage and de-escalate irate customers
These topics and the competency form the first module, in this case, "Module 1: Handling Customer Complaints".
Step 2: Define Module Activities and Tools
Each module should include a mix of methods that support knowledge building, skill application, and behavior change.
Here are specific activities you can include in our earlier module about handling customer complaints. Choose only one to conduct after the lecture for the first module.
- Case analysis: Review real customer complaint cases and identify response gaps
- Role-play: Practice responding to customer complaints using the 4-step method
- Video review: Watch sample calls and assess tone, language, and resolution
- Group exercise: De-escalation practice with rotating scenarios
With these training activities, here are the tools you need for the first activity:
- Slide deck with complaint categories and steps
- Company complaint handling flowchart or SOP
- Sample customer profiles and complaint scripts
- Evaluation rubric for role-play feedback
- Videos showing examples of poor vs. effective responses
Activities will vary depending on your objective, experience, delivery, and training flow.
Step 3: Sequence and Finalize Modules for Delivery
After designing each module with its competency, topics, activities, and tools, the final step is to arrange the modules in a logical learning sequence and review the overall design for alignment, flow, and feasibility.
You can start with foundational competencies before moving to complex ones. This will help you begin immediately without feeling overwhelmed.
Build each module so that the learner gains confidence and skills progressively.
You should also check for alignment, as you want to ensure each module supports the terminal objectives of the corporate training program. Confirm that all topics, methods, and activities build the intended competency.
Balance time and delivery format. Imagine how the training program will be facilitated in a real scenario. Review the time needed for each activity and adjust modules for one-hour, half-day, or full-day sessions depending on beneficiaries' available schedules and your training delivery plan.
4. Planning Training Logistics
Once the training modules are finalized, the next step is to prepare all logistical elements that support the smooth delivery of the training program. Planning logistics allows you to provide consistent and engaging content and an engaging experience for target beneficiaries.
Start by listing the materials needed for each module. As mentioned, these may include slides, handouts, role-play scripts, activity sheets, props, case studies, and assessment forms.
You can prepare either a printed or digital copy or both, depending on the delivery format, whether the training program is conducted in person, virtual, or hybrid.
For in-house non-outsource training programs, you can assign in-house trainers to facilitate each module or entire training program. Clarify who will lead the module, facilitate group activities, and answer questions after each module.
All facilitators must be familiar with the session flow and the expected output from each module.
Logistical planning for corporate training programs in the Philippines also often requires extra attention to venue readiness and participant availability. For in-person corporate training sessions, ensure sound systems, projectors, flipcharts, or other drawing boards are available in the venue.
Test platform stability (Zoom, Teams) for virtual sessions, and ensure backup internet or mobile hotspot access in case of internet connection issues.
The best way to run efficient training programs is to assign support roles, including tech support and co-facilitators. A well-organized support team can help trainers focus on actual delivery while participants stay engaged without delays or disruptions.
5. Designing Evaluation Tools
Training evaluation confirms whether training achieves its objectives. It also helps measure what participants learned, how they apply it, and whether it has a significant effect on their daily jobs.
One of the practical and widely used approaches to evaluate training programs is the Kirkpatrick Model, which has four levels of evaluation:
- Reaction – How did participants feel about the training?
- Learning – What did they learn during the session?
- Behavior – Are they applying what they learned on the job?
- Results – Did the training create measurable business impact?
Start by linking evaluation tools to the learning objectives of the training program.
For knowledge-based modules, you can use pre-and post-tests, quizzes, and short-written exercises. For skill-based modules, use role-plays, simulations, or demonstration checklists. For behavior change, collect feedback from supervisors on the impact of training on job performance days, weeks, or even months after the training program.
In the Philippines, the most commonly used tools include:
- Post-training surveys (Level 1): Short feedback forms completed immediately after the session
- Knowledge checks or practical tasks (Level 2): Simple tests or exercises done during or after the module
- Follow-up supervisor feedback (Level 3): Observations or check-ins conducted 2 to 4 weeks post-training
- Basic tracking of performance indicators (Level 4): When applicable, companies may monitor KPIs like customer satisfaction scores, sales performance, or error rates
Well-designed evaluation tools will provide the necessary data to assess training effectiveness and improve future training sessions.
Work Attitude and Values Enhancement Training [Ultimate Guide For 2025]
What is Work Attitude and Values Enhancement?
Work Attitude and Values Enhancement (WAVE) program is behavioral and values-based training for employees in the government or private sector that strengthens key work ethics such as discipline, honesty, and accountability. The goal of this training is to build a healthy and strong employee mindset, improve workplace behavior, and align individual attitudes and values with the company's goals and culture.
WAVE training is a popular training program for employees in the government and private sectors in the Philippines. It helps organizations instill values, mindsets, and behavioral change, essential to creating a healthy and productive work environment.
Work Attitude and Work Values
Most professionals see work attitude and work attitude as technically the same, but they actually have different meanings.
Work attitude is an employee's mindset about their tasks, responsibilities, and colleagues. It is one of the elements at work that affects a person's ability to respond to feedback, handle stress, and approach their daily duties.
If you take two people into the room, one with a positive attitude will show initiative, stay committed to being productive, and contribute greatly to a healthy work environment. Conversely, someone with a negative attitude would often be observed to be unproductive, causing delays, conflicts, and even disengagement among his peers.
Work values are a person's principles when making decisions or interacting with others. They include values such as honesty, accountability, discipline, respect, and excellence.
The best part of allowing values enhancement in the workplace is that your employees will function with strong values in dealing with their tasks, earning the trust of their colleagues, managers, and customers.
How Work Attitude and Values Influence the Workplace?
Having both work attitude and work values that shape your employees' behavior can certainly impact work performance, teamwork, and results. Beyond being just personal traits, these are key drivers of talent development that have a solid effect on business outcomes.
In my experience providing corporate training services for both SMEs and multi-national corporations in the Philippines, these are the five core areas I've seen where attitude and values have a measurable impact:
1. Work Quality
As plain as it sounds, having a strong work ethic translates to work ethic, which means you'll find more ways to achieve accuracy, consistency, and continuous improvement to deliver more value in the work environment.
This is also where you set scenarios in which the employee double-checks their work (to retain work quality), meets agreed timelines, and stays focused on completing tasks with excellence until they get done.
Employees with a strong work ethic, values, and attitude don't settle for "pwede na", and often go beyond what is expected (that's actually how you define "excellence" for this matter).
2. Team Collaboration
From individual work excellence, employees with good work values and work attitudes will have their values shared among their team members. You see more shared values, as they are primarily defined—that includes respect, fairness, and open communication, all key ingredients in creating a culture of trust.
In that culture, employees are more open to feedback (and even give constructive input to others), can resolve conflicts without drama, and act professionally (as expected for workers in the Philippines).
They are not hostile to other people but value teamwork and collaboration as work values, which are often visible in the workplace. You see them actively supporting one another's success, getting inspired by their achievements, and wanting to do more quality work.
3. Resilience and Motivation
Employees with strong work values have what we call a "growth mindset," which is a way of learning that isn't fixated on problems and challenges but on the ability to grow and learn despite the odds of trials.
You'll find these kinds of workers never easily give up after one failure, but rather adjust, learn, and push forward - the type of resilience you need for your employees, if you're an HR specialist, or for your business if you're an entrepreneur.
4. Professional Reputation
As work values and attitudes translate to results ("work performance"), employees are later rewarded with professional reputation—praise from colleagues, trust among colleagues, and potentially a salary raise.
Employees who show professional values, including integrity, dependability, and self-discipline, would make trust a core part of their professional identity. They become go-to or reliable people who will later become mentors and future leaders in the company.
And mind you, professionalism among employees is contagious, helping you shape a culture of higher standards of both work and values across the company.
5. Customer Experience
Work values not only reflect within the four corners of the office but ultimately affect how employees create a memorable customer experience.
Think of it this way: If employees show values like empathy, honesty, and service orientation, which are crucial to delivering the best customer service and experience, you can expect longer lifetime value for customers, positive brand recognition, and stronger brand loyalty - just to name a few.
Objectives of WAVE Programs
WAVE (Work Attitude and Values Enhancement) programs are not your typical motivational training. This type of program is high in demand because it helps companies share work behavior and reinforce company values (top-down approach) among employees.
Below are high-impact objectives of WAVE programs:
1. Strengthen the Link Between Self-Awareness and Behavior
One of the primary objectives of WAVE programs that lean towards the personality development of target participants is that they get to understand how their internal mindset influences their external actions.
One objective of the WAVE program is to help your participants reach the starting point for real behavioral change: self-awareness.
Self-awareness includes knowing your emotional triggers, patterns, and default responses at work so you can respond appropriately when they occur.
2. Rewire Negative Work Habits with Daily Value-Based Actions
WAVE programs aim to replace counterproductive habits (e.g., "mañana habit," blame-shifting, toxic communication) with daily actions based on solid values like respect, self-discipline, and proper accountability.
As mentioned earlier, employees who possess these values can develop new work routines that are aligned with the organization's expectations and serve the needs of their customers or clients.
3. Align Personal Purpose with Organizational Mission
One unique objective of WAVE Programs is that it helps connect an employee's purpose to the company's broader goals (potentially aligned to its mission).
It is important for them to see how their individual role matters to the business's bigger picture of operations, as this will dictate even more how they'll be more engaged, consistent, and committed at work.
This alignment between personal purpose and an organization's mission, vision, and core values makes successful companies thrive and grow even more.
4. Build Professional Behavior Aligned with Company Standards
Professionalism is the core of an organization's context when running a business. These include acting with integrity without supervision, showing mutual respect, and owning mistakes (accountability).
WAVE training emphasizes just that—professionalism. The higher the standards of your employees, the higher the work quality you can expect from them in the long run.
5. Instill Values That Promote Responsibility and Collaboration
WAVE programs emphasize developing and mastering core values for employees, as this promotes true collaboration and business success.
Corporate trainers will align organizational values and truly bring the core values to life on behalf of the company's L&D and management through proper training delivery and evaluation of competencies for work attitude and work values training.
Key Components of Work Attitude and Values Enhancement (WAVE) Programs
Each component of WAVE training programs is designed to tackle a specific area of attitude, values, and behavior change, which makes this corporate training program more impactful and sustainable.
1. Self-Awareness and Mindset Check
This is one of the standard components of WAVE programs that usually initiates the training day - where participants begin to reflect on their current work mindset, habits, and behavior.
Through self-check-ins and reflection, participants would recognize gaps between how they work now and what is expected or what they want to become. These gaps could be skills, attitude, and behavioral gaps that, if addressed, would result in observable improvements for the participants.
This is where a training facilitator must be equipped to make it comfortable for participants and allow them to see the benefits of doing self-reflection.
2. Rewiring Negative Work Habits with Daily Value-Based Actions
One decisive goal of the WAVE program is to help employees break unproductive work habits that are preventing them from reaching their full potential as professionals.
The WAVE program can help participants address these real behavioral patterns (not just theory) by replacing these destructive habits with consistent, values-driven actions that align well with their self-identity.
By identifying these habits (through self-reflection activities, personal assessments, and team feedback) and engaging in action-based rewriting, participants can build new routines grounded in values such as personal accountability, respect, and consistency.
To give you an example of a habit-rewriting process using micro actions - learning and mastering small but specific behaviors repeated daily will help reshape the employee's mindset and reinforce the organization's expectations.
3. Align Personal Purpose with Organizational Mission
WAVE training isn't solely focused on personal development, so one core component that makes it unique as a training program is connecting participants' individual sense of purpose to the larger mission of the organization.
Training facilitators need context and deep information about the organization they're engaging with to easily translate and facilitate the entire training session in this personal-organization alignment.
Generally, WAVE program facilitators will go through three methods to align personal purpose with organizational mission:
- Role Impact: Employees would have to understand their work's direct value and impact on the organization's bigger picture, serving their target customers or clients.
- Value Match - they see where their personal and company values overlap.
- Direction Check - evaluate objectively if their personal growth (holistic) aligns with the organization's vision.
The fair objective in WAVE training is not to achieve perfect alignment but to recognize shared meaning that will have a lasting impact when employees display their actions.
4. Group Sharing and Commitment Conversations
An essential component of WAVE programs is creating space for group sharing and commitment conversations. Some people usually assess more of themselves through interpersonal efforts—this is where you turn honest conversations with other participants into self-accountability, leading to team accountability.
Participants are encouraged to speak up and share their insights in a guided group setting—not casual but structured enough to help employees verbalize the attitudes or behaviors they need to improve and hear how others are also working through similar challenges. This kind of vulnerability gives them more courage to face their professional problems head-on.
Studies say that when employees vocalize what they want to change or improve, it creates social responsibility and reinforces the habits they want to build.
A group setting reinforces three critical components: shared ownership, peer learning, and collective standards. Combined, these can help establish a strong incentive for participants to commit to lifelong discipline and personal change.
5. Application Planning
Many training programs stop at awareness, but WAVE, as a good example, goes further by helping employees translate what they've learned into clear, daily actions tied to their roles and responsibilities.
Knowledge and theory on paper are good, but you won't see real positive reinforcement unless you turn them into action.
Application Planning, the action-based component of every WAVE session in the Philippines, helps ensure that insights and realizations from the training program can turn applied knowledge into concrete value-driven behaviors at work.
Generally, this WAVE component is done individually but facilitated in a structured format. In this format, employees are encouraged to write down specific actions that relate to their work functions and the values emphasized in the training (e.g., accountability, teamwork, integrity, discipline).
For instance, a person who doesn't feel productive would write their practical application action: “Every morning, I will list my top 3 priorities and complete them before responding to non-urgent emails.”
This exact statement forces the person to translate his training-related learnings into micro actions needed to reinforce a specific habit.
Application planning typically goes through the process to make it achievable for participants:
- Action Identification – What behavior will change?
- Value Connection – Which company value supports this action?
- Context Anchoring – When and where will this action take place?
- Follow-through Mechanism – How will I know I’m succeeding?
Training facilitators will help participants move from one phase to another in this process and ensure they have measurable output at the end of the day. They may provide templates for habit tracking, journals for weekly reflections, and sample behavior-action mapping charts to make it more feasible for the participants.
WAVE Training by Rainmakers
WAVE Training by Rainmakers has helped thousands of Filipino teams build the right work habits and values that drive real performance.
From frontline workers to tenured employees, our sessions are designed to create visible mindset shifts that align with your company culture.
Learn more about our WAVE Training Program in the Philippines.
WAVE Training Frequently Unasked Questions (FUQs)
These are questions that employees, managers, and HR leaders often ask (or should ask) when considering Work Attitude and Values Enhancement (WAVE) programs.
1. What is the difference between attitude and behavior at work?
Attitude is a person's internal mindset (beliefs, feelings, and outlook about work) while behavior is the visible action that results from that mindset.
Imagine an employee with a respectful attitude. Their behavior typically includes active listening, a calm tone, respectful nonverbal language, and courteous responses to people.
WAVE programs will focus on shifting attitude (how people think) and behavior (what people do) to create long-term, lasting performance change.
2. How long does it take to see results from a WAVE program?
Initial shifts in behavior, especially in punctuality, communication tone, and accountability, can be observed as early as the first week after the WAVE program.
However, lasting cultural change generally takes 30 to 90 days for people to see actual results, especially when reinforced through leadership support, feedback loops, training check-ins (follow-throughs), and values-based sessions in the workplace.
3. Can WAVE training change a toxic culture?
Yes, but not alone. WAVE training can spark a cultural change among employees as they recognize their harmful attitudes (potentially toxic behavior) and replace them with shared values.
A true culture shift often requires leadership modeling among managers, supervisors, and top executives, clean and structured policy alignment (by HR), and consistent employee accountability.
4. What industries benefit most from WAVE programs?
WAVE programs in the Philippines benefit most companies in different sectors. They apply mainly to the government sector, where accountability is highly needed.
But for private companies, you'll find WAVE training programs being conducted for:
- Business Process Outsourcing (BPO)
- Retail and Customer Service
- Manufacturing and Logistics
- Healthcare and Public Service
How Much Does Management Training Cost in the Philippines in 2025?
How Much Does Management Training Cost in the Philippines in 2025?
Management training prices in the Philippines can range from ₱4,000 to ₱28,000 per participant, per day for public training programs. For in-house or company-exclusive training, rates start from ₱65,000 and can go up to ₱280,000 per session, depending on the program’s depth, duration, and customization level.
Key Factors That Affect Management Training Costs
The cost of management training programs in the Philippines depends on five primary factors, including:
- Level of management used
- Program customization
- Training format
- Duration of the program
- Facilitator expertise
Below is a detailed breakdown of each of these influencing factors on the management training rate.
1. Level of Management Trained
One significant contributing factor to the cost of management training programs in the Philippines is the level of management being trained. Each management tier definitely requires a different set of competencies, training depth, and facilitation approach.
The higher level of management you train, the more sophisticated the approach is, given that you're dealing with directors, C-Suite, or top-level managers with more than 10 years of experience. Compared to new or aspiring managers, you need to dig deeper into the fundamentals of management.
Here's a breakdown of the specific competencies you need to develop for each level of managers:
Entry-level managers and supervisors typically receive training on:
- Basic leadership and management skills include delegation, instilling accountability, shifting one's mindset from that of an individual contributor to a manager, and striking a balance between relationships and results.
- Foundational communication techniques in building a team, including giving and receiving feedback, active listening, and managing up (higher-ups).
- Languages of appreciation, to learn how to inspire and touch the emotional aspects (for a holistic growth journey of staff).
- Trust-building is key to building the right momentum in getting results for the team.
For instance, Modern-Day Leadership by Rainmakers covers the five fundamentals of leadership and management, which are highly suitable for new and aspiring managers and supervisors. The five key elements to leadership and management are:
- Modelling: Leading by Example
- Connecting: Leading From The Heart
- Visioneering: Leading with Direction
- Empowering: Leading in Trust
- Cultivating: Leading with Collaboration
These types of programs for entry-level managers can be delivered through structured one- to two-day workshops or short seminars, ranging from 1 hour to half a day, primarily led by learning consultants and corporate trainers.
You can expect the price for entry-level management training to be lower due to shorter program durations and simpler content.
Let's go to the mid-level managers, who are composed of department heads or unit leaders.
In some organizations, there is a myth and notion that this type of manager doesn't necessarily need to go through another training program, given their years of experience and depth.
However, in my experience as a corporate trainer, I've seen the exact opposite: higher-level managers are often the ones who should be in the trenches of training. If possible, they should be trained in a series of competence-level management training to lead their people further and manage processes better.
The type of management training programs for mid-level managers includes:
- Team management and cross-functional collaboration (e.g., learning team development frameworks, such as Tuckman's 5 Stages of Team Development).
- KPI tracking and using metrics to guide performance. Although the HR and talent development departments primarily drive this, new and mid-sized companies also need to discuss performance management.
- Problem-solving, strategic thinking, and strategic alignment with organizational goals.
One of the nuances of mid-level management is balancing their work as an individual contributor on high-impact tasks (led by senior managers, directors, or VP-level bosses), while developing their team of subordinates (leading downward).
The tension and burden between is the most critical part for middle-level managers, and must hopefully be addressed in management training programs.
Let's take one step higher, which is the most challenging set of participants to train in management training: senior leaders and executives.
Senior leaders and executives, such as general managers, directors, and vice presidents, demand training that goes beyond team leadership.
Interestingly, in my experience conducting executive-level leadership training, the primary focus of management programs for senior leaders and executives is geared towards personal leadership.
Though it's the fundamental and often the start of any leadership conversation, it is also what makes senior leader sustain their success.
There's a saying that "what you get here won't get you there," which applies greatly to the situation of senior leaders who've been around for decades in their respective industries. Therefore, having new insights and knowledge to adapt to the ever-changing work landscape is essential for any corporate trainer who wants to conduct executive management training.
The key management topics for senior leaders and executives include:
- Strategic thinking and decision-making
- Organizational transformation, change leadership, and vision-setting
- Leadership agility, emotional intelligence, and stakeholder management at a higher level
- Ethical leadership
- Organizational flexibility and adaptability to changing times and industry
When looking for executive-level management training programs, consider corporate trainers who are currently leading a company (or a former C-level executive) or are still actively involved in owning and managing businesses. Accredited coaches and subject matter experts in leadership and organizational development are also good candidates for training your company's senior leaders.
The main thing to consider with management training programs is that the higher the management level, the more customized the program needs to be, raising overall costs due to thorough training needs analysis, comprehensive training design, advanced content development, faciltiator credentials ("not social media gurus"), and possible inclusion of diagnostic tools like Leadership Circle, 360-degree feedback, or personality assessments.
2. Program Customization
Customization has become a standard in many in-house corporate training programs. The level of customization will now depend on thorough needs analysis, training design, and actual training delivery.
For customized management training programs, they often include:
- Internal case studies and scenarios based on actual business challenges and industry fast-paced needs.
- Role-specific modules tailored to use cases or levels of management (i.e., department heads, new supervisors, etc).
- Integration of company KPIs (i.e., revenue targets for sales and marketing teams).
- Language, tone, and examples are adjusted to effectively deliver training that aligns with the company's existing culture, values, and other contextual factors.
Compared to templated training, a customized management training program would require the corporate training company or freelance corporate trainer to do:
- Training needs analysis (e.g., job documents, actual site visits, peer reviews, focus group discussions, etc).
- Interview internal stakeholders beyond FGD to understand the context
- Map learning objectives to the company's business strategy
- Develop new materials to highly customize existing content (e.g., setting examples that relate to the managers' current challenges).
Program customization for management training commands higher pricing, as it typically includes diagnostics, assessments, and post-training reports linked to organizational outcomes.
3. Training Format
The training format, or how management training is conducted, significantly influences the overall cost of training programs. Each method, whether it's face-to-face, virtual, or blended, has distinct logistical requirements and associated expenses.
Face-to-Face Training
In-person management training sessions involve costs such as venue rental, facilitator travel, and on-site logistics, including transportation for participants. The best part about face-to-face management training is the quality of training it has on participants, as engagement, knowledge, and skill retention are much higher when there are live interactions among them.
Virtual Training
Many Philippine companies resort to online retaining, as it eliminates the need for physical venues and travel (especially for companies located in provinces like Cebu, Bohol, or Davao).
However, the downside of virtual training is the reduced engagement dynamics, which can be compensated by the facilitation skills of the trainer (assuming you hire an engaging facilitator for your online management training program).
Blended Learning
Blended learning is a combination of online and in-person training, which offers flexibility for participants. Given there is no need for higher logistical expenses, the cost can be transferred to the actual training delivery and hiring of a more credible professional trainer who charges reasonable training fees.
4. Duration of the Program
A comprehensive management training program in the Philippines typically lasts 5 to 10 days, with each day dedicated to addressing a specific management competency.
While there are shorter sessions, such as one-day workshops, which are generally more affordable and focused on a single specific skill, it's fair to invest more in a longer management training program, as it will have a much greater impact on your participants' competencies.
The best part of longer management training programs is how corporate trainers incorporate highly customized tools, such as 360-degree feedback, DISC assessments, or case studies, that are tailored to the organization's context.
5. Facilitator Expertise
Like any other corporate training program, the more experienced and specialized your training facilitator is, the higher training fees you can expect when you hire them for your corporate management training programs.
If trainers have more extensive backgrounds in leadership and management, they usually have full-time work, either as entrepreneurs or executives, with training on the side.
So, look for corporate trainers who have held senior positions and have deeper experience in specific industries you're in. If you can't find one, you may opt for someone who hold certifications such as Certified Professional in Learning and Performance (CPLP), Project Management Professional (PMP), or International Coaching Federation (ICF) credentials - given these are Philippine certifications that can attest to their knowledge, and at least would justify higher training rates.
Context-wise, you want a management facilitator who can tailor their training content to align with your organization's context, participants' challenges, and needs. This requires additional effort, which can influence the entire cost of the management training program.











