Monitoring Tools

Appropriate oversight of on-the-job training (OJT) is critical if employer and trainee needs are to be met on a continuing basis. It is essential to keep OJT operating within federal and state guidelines, and within the scope of state and local policies for the program.

Monitoring Tools Templates

You may wish to modify these documents to create your own customized versions with information that is specific to your state or local area.

This template provides extensive guidance to state staff monitoring local workforce area OJTs and includes the purpose, scope and methodology used, along with OJT monitoring forms for desk and on-site reviews. It can be downloaded and customized by state workforce agencies. The review forms also provide a good tool for use by local workforce areas as a guide for self-assessment of their OJT operations.

This document is a tool for WIA OJT administrators and monitoring staff to use as guidance when implementing or reviewing OJT as a training option. Administrators should assure that policies and procedures are in place to ensure compliance with these requirements

  • Local Area Monitoring Guide Template

This template provides a monitoring guide for review and documentation of OJT contract activity, and includes forms for interviews with the employer and the trainee, as well as a form for verification of employer record keeping. It can be downloaded and customized by local workforce agencies.


Monitoring Tools Samples

Here are a few sample documents showing how other states and local areas address monitoring. Please note that these samples are not customizable; however, they may be useful references as you create documents to meet your particular area’s needs.

  • Task Oriented Training Plan for OJT NEG

This spreadsheet tool is created by the WIB of Tulare County, CA in Visalia. They use it to measure the progress of a trainee during the course of the NEG OJT Training Plan.