ES&H Manual



4200 Appendix T1

Training Program Development Procedure



1.0            Purpose


This procedure describes how to propose, draft, review, approve, field, update, and record Environmental, Safety, and Health (ES&H) training programs.


2.0            Scope


The process steps for this procedure are performed in coordination with ES&H Manual Chapter 4200 ES&H Training Overview.


3.0            Responsibilities


Over all responsibilities are outlined in ES&H Manual Chapter 4200 ES&H Training Overview.  Responsibilities for each process step are outlined within the procedure.


4.0            Process Steps


4.1              Creating a New Training Program


4.1.1        Identification of Skill Need     An ES&H-related skill need can be identified by any employee and conveyed to the ES&H Training Committee (Committee).  The Committee, with the aid of Subject-Matter Experts (SME), determines whether the course is a Lab-wide or job-specific requirement.     If the need is job-specific, the course is referred, through the Training Office, to the appropriate line manager for action.


4.1.2        Skill/Course Owner Assignment

If the required skill is determined to have Lab-wide application, the Committee assigns a SME as “Owner.”


4.1.3        Pre-Planning

The Skill/Course Owner assembles resources, selects Course Team Members, schedules working sessions, and sets milestones.


4.1.4        Lesson Plan Development

The Course Team drafts a proposed lesson plan using a lesson plan template. The following criteria are used during development of the lesson plan and ultimately determine the effectiveness of the training:

·         Demonstrated proficiency:

o   Is the goal of the training clear?

o   Does it reflect the reason the program was proposed in the first place?

o   Does it reflect the standards and requirements that are identified in the relevant ES&H Manual chapter?

o   Do all lesson objectives support the goal?

o   Can the lesson objectives be described in behavioral terms?

·         Student course evaluation

o   Can the specific objectives of the course be measured after the training is completed?

o   How?

o   By whom?


Figure 1 - Creating a New Training Program


4.2              Review Process

4.2.1        Once complete, the Skill/Course Owner submits the draft lesson plan to the Training Office for comment.

4.2.2        The Training Office submits the draft lesson plan to the Associate Director – Environmental, Safety, Health, and Quality (ESH&Q) for review.

4.2.3        The Associate Director - ESH&Q reviews and returns the draft to the Skill/Course Owner.


Figure 2 – Review Process


4.3              Development of Course Content

4.3.1        The Skill/Course Owner is responsible for the development of course content, companion material, and proficiency measurement requirements based on the lesson plan using the Course Team resources as appropriate.

4.3.2        A draft of the completed course, including companion material and proficiency requirements, is presented to the Committee for review and approval.

4.3.3        The Committee is responsible for assuring that standards and requirements identified in the lesson plan have been completely and accurately translated into training materials.

4.3.4        The Committee may opt for a “dry run” or other preparation strategies prior to actually fielding the course.  The Committee may also specify a review by a panel of observers to critique the prototype presentation.


Figure 3 – Development of Course Content


4.4              Fielding the Training Program

4.4.1        The Training Office is responsible for publishing the program on the Web if it is web-based training (WBT), or arranging for it to be presented if it is instructor-led training (ILT).  The Training Office also publicizes the new program to appropriate audiences.

4.4.2        The Training Office creates a record for the program in the training database, links it to the appropriate skills to be tracked, and assists supervisors in adding it to employees’ SRLs.

4.4.3        Course completions for web-based training are automatically updated in the training database.  However, course instructors are responsible for updating records for instructor-led courses within 24 hours of the end of a class.


4.5              Updating an Existing Training Program 

4.5.1        ES&H training programs are reviewed for currency every three years by their Skill/Course Owners.  However, anyone who finds an error in content in a program may bring it to the attention of the Skill/Course Owner either directly, or through the Committee.

4.5.2        When a change to a course is required, either to correct an error or to update content, the Skill/Course Owner shall make the necessary changes in the approved lesson plan and submits it (with changes highlighted) to the Committee for review.

4.5.3        Once approved, the changes are sent to the Training Office for publication.


4.6              Removing a Training Program 

4.6.1        If a training program is deemed to be no longer necessary, the Skill/Course Owner informs the Committee which, in turn, asks the Training Office to inactive it.


4.7              Training Records

4.7.1        Copies of training courses themselves, e.g. slides, handouts, web files, and of lesson plans are maintained by the skill/course owner, although some course materials, such as published web-based training courses, are also maintained by the Training Office.

4.7.2        Records of training registration and completion are maintained electronically by the Training Office.  The only exception is narrowly focused training or “on the job training” that applies to only a small target audience.  These records are maintained by the instructor or the Division Safety Officer to which it applies.

4.7.3        Retention of Records     Training records must be retained for 30 years.  The Training Office maintains records indefinitely as archived electronic files.

5.0            Revisions


Revision 1 – 05/24/13 – Periodic review; revised to reflect current laboratory operations; no substantive changes required per BUllman.











ESH&Q Division

Bruce Ullman





This document is controlled as an on line file.  It may be printed but the print copy is not a controlled document.  It is the user’s responsibility to ensure that the document is the same revision as the current on line file.  This copy was printed on 5/29/2013.