Train the Trainer Manual

This book is filled with practical examples of ways to help you and your talented staff identify methods for becoming excellent Trainers and implement effective training methods in your ophthalmic practice to ensure success for your technicians.

This guide starts with important fundamentals and graduates to advanced training methods. It explains how to create a proper foundation for technician training, provides you with ways to assess your training needs, suggests strategies for planning and implementing relevant training opportunities based on those findings, and, finally, provides evaluation methods to help you to continue to evolve and improve.

Part I. Laying the Foundation for Technician Training

  • Chapter l. Identifying a Suitable Candidate as a Technician Trainee
    Christine McDonald, COE, COA, ROUB, OSC, CTC
  • Chapter 2. Identifying an Effective Trainer
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
    Christine McDonald, COE, COA, ROUB, OSC, CTC
  • Chapter 3. Matching Training Styles with Learning Styles
    Christine McDonald, COE, COA, ROUB, OSC, CTC
  • Chapter 4. Setting Expectations for the Trainer and Trainee
    Christine McDonald, COE, COA, ROUB, OSC, CTC

Part II. Planning and Developing

  • Chapter 5. Assess Your Technician Trainee's Know ledge and Skill Level
    Jessica M. Barr, COMT, ROUB
  • Chapter 6. Modifying Training Approac h Based on Previous Experience and Knowledge
    Jessica M. Barr, COMT, ROUB
  • Chapter 7. Identify Concepts and Skills to Be Trained
    Jacqueline K. Pullos, COMT, OSC, CTC
  • Chapter 8. Goals and Objectives
    Jacqueline K. Pullos, COMT, OSC, CTC
  • Chapter 9. Selecting an Appropriate Training Setting
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
    Jacqueline K. Pullos, COMT, OSC, CTC
  • Chapter 10. Creating and Im plementing a New Technician Onboarding Plan
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
    Stephani Lykins, COT, CTC
  • Chapter 11. Preparing for Ophthalmic Training
    Sergina M. Flaherty, COMT, OSC, CTC, (f)ATPO

Part III. Fundamental Training Concepts

  • Chapter 12. Explain the Concepts Behind the Testing
    Sergina M. Flaherty, COMT, OSC, CTC, (f)ATPO
  • Chapter 13. Linking Ocular Anatomy to the Testing Being Conducted
    Sergina M. Flaherty, COMT, OSC, CTC, (f)ATPO
  • Chapter 14. Identifying Triggers to Do More, Less, or Somet hing Differently
    Sergina M. Flaherty, COMT, OSC, CTC, (f)ATPO
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO

Part IV. Advanced Training Delivery Methods

  • Chapter 15. Accelerated Learning Principles
    Christine McDonald, COE, COA, ROUB, OSC, CTC
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
  • Chapter 16. More Modification Methods Based on Class Size
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
  • Chapter 17. Advanced Training Methods: Meeting the New Technician Where They Are
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
  • Chapter 18. Using Visual Aids Effectively
    Sergina M. Flaherty, COMT, OSC, CTC, (f)ATPO
  • Chapter 19. Personal Delivery: Using Humor, Anecdotes, and Other Experiences to Captivate and Engage Your Audience
    Jacqueline K. Pullos, COMT, OSC, CTC

Part V. Evaluation

  • Chapter 20. Introduction to Evaluation
    Craig Simms, BSc, COMT, COOS, ROUB
  • Chapter 21. Evaluation of the Trainer, the Learner, and the Course
    Craig Simms, BSc, COMT, COOS, ROUB
  • Chapter 22. Types of Evaluation
    Craig Simms, BSc, COMT, COOS, ROUB
  • Chapter 23. What Does Success Look Like?
    Craig Simms, BSc, COMT, COOS, ROUB

Part VI: Paving the Path to Success

  • Chapter 24. Transfer Skills from the Training Environment to Productive Work
    Jacqueline K. Pullos, COMT, OSC, CTC
  • Chapter 25. Provide Access to Additional Resources
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO
  • Chapter 26. Encourage and Expect Certification
    Amy Jost, MED, COMT, CCRC, CTC, (f)ATPO

Appendix

  • Appendix A: Personal Reference Check
  • Appendix B: Phone Interview
  • Appendix C: Professional Reference Check
  • Appendix D: Resume Review
  • Appendix E: Interview Guide
  • Appendix F: Clinic Observation Time for New Hires
  • Appendix G: Keratometry Log
  • Appendix H: Refraction Log
  • Appendix I: Applanation Tonometry Log
  • Appendix J: Extraocular Muscle Actions
  • Appendix K: Create A Memory Game for Learning About Glaucoma Medications
  • Appendix L: Technician Skill Self-Assessment
  • Appendix M: Technician Skill Progress Check
  • Appendix N: Advanced Technician Skill Evaluation
  • Appendix 0: Clinical Standard Operating Procedure (SOP) Template and Example