CONFIDENTIAL - INTERNAL USE ONLY
Manual for Workshop Trainers
1. Purpose and users
This document applies to all classroom-type workshops that are part of blended Lead Implementer
and Lead Auditor courses that are delivered in cooperation with Advisera (further in text:
“Workshops”).
The purpose of this document is to explain the rules that the workshop trainer needs to comply with
to be able to deliver these Workshops.
The users of this document are persons who organize and deliver the Workshops.
2. Confidentiality & intellectual property
This Manual and other materials mentioned in this Manual are confidential and are the intellectual
property of Advisera Expert Solutions Ltd.
This Manual is intended solely for the Workshop trainer and Workshop organizer, and materials
listed in the next section are intended solely for the persons listed below - please do not make these
materials available to anyone else. If you need to share any of these materials, please ask for prior
written permission from Advisera Training Manager.
3. Related Advisera documentation
• For students:
o Session Plan for Lead Auditor Workshop
o Session Plan for Lead Implementer Workshop
o Name tags for students
o Presentation for the Lead Auditor Workshop
o Presentation for the Lead Implementer Workshop
o Workbook for Lead Auditor Workshop which contains presentation slides and
exercise materials
o Workbook for Lead Implementer Workshop which contains presentation slides and
exercise materials
• For internal use:
o Registered students for the workshop form
o Attendee list
o Scripts for the online courses
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4. Roles and responsibilities
The following roles and responsibilities are important for delivering the Workshops:
• Advisera Training Manager - this is the person who acts on behalf of Advisera, and is in
charge of handling all issues related to Workshops and Workshop providers
• Workshop provider - the organization that is providing the Workshop under the license of
Advisera
• Workshop organizer - a person who is in charge of organizing the Workshop on behalf of the
Workshop provider; this may be the same person as Workshop trainer
• Workshop trainer - the person who delivers the Workshop on behalf of the Workshop
provider
• Advisera experts - persons who have expert knowledge on ISO 27001, ISO 9001, ISO 14001,
and other ISO standards.
5. Working with Advisera
5.1. Access to Advisera Knowledgebase
After the Advisera Training Manager approves you as the Workshop trainer, you will receive access
to the Advisera Knowledgebase.
The purpose of Advisera Knowledgebase is the following:
• To download all relevant materials (see sections 3 and 6.3 of this Manual)
• To read frequently asked questions regarding the delivery of Workshops
• To ask questions related to delivery of Workshops - those questions will be answered by
Advisera Training Manager
• To ask questions related to expert matters - those questions will be answered by relevant
Advisera expert
In the case when Advisera Knowledgebase is not available, the Advisera Training Manager will send
all the materials as well answer all the questions via email.
5.2. Communicating with Advisera
After you are approved as the Workshop trainer, your main point of contact will be your Training
organizer; you may ask for support directly from the Advisera Training Manager or Advisera experts.
You should communicate with the Advisera Training Manager and Advisera experts through Advisera
Knowledgebase where you can ask questions related to the delivery of the Workshop, as well as send
your comments, complaints and recommendations for improvement.
For confidential matters, you can contact the Advisera Training Manager by email at
[Link]@[Link].
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5.3. How Advisera will measure your success
Advisera will measure how successful you are through student satisfaction with the Workshop
(measured through the questionnaire Advisera sends to students via email).
6. Preparing for the Workshop
6.1. Relationship of the online course and the Workshop
One Workshop serves several different online courses:
• Lead Auditor Workshops covers the ISO 27001 Lead Auditor Course, ISO 9001 Lead Auditor
Course and ISO 14001 Lead Auditor Course
• Lead Implementer Workshop covers the ISO 27001 Lead Implementer Course, ISO 9001 Lead
Implementer Course and ISO 14001 Lead Implementer Course
In practice, this means that, on one Lead Auditor workshop, you might have some students that
focus on ISO 9001, and others on ISO 14001 and ISO 27001.
All workshop materials are designed in such way that they are compatible with any of these
standards.
6.2. Workshop objectives
The objective of the workshop is not to teach new theory to the students - they should have learned
all the theory through the online course.
Rather, the main objectives of the workshop are the following:
• Explain any uncertainties the students might have after attending the online course
• Enhance student understanding through interactive exercises and real-life examples
• Prepare the students for the exam
See the Session plan for each workshop to learn what the workshop focuses on.
6.3. Mandatory documentation for the Workshop trainer
At least 7 days before the Workshop, download the following materials from the Advisera
Knowledgebase so that you can prepare yourself:
• Session Plan for the Workshop
• Workbook which contains presentation slides and exercise materials
• Workshop PowerPoint presentation
• Scripts for online courses
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6.4. Mandatory documentation for the students
The workshop organizer needs to prepare the following documents for the students (printed on
paper):
• (one copy only) Attendee list with filled out names of students that are allowed to take the
Workshop
• (for each student) Session Plan for the Workshop
• (for each student) Workbook which contains presentation slides, case study and exercise
materials
• (for each student) Name tag
The Workshop trainer is responsible for ensuring that these documents are present at the start of
the Workshop and that a copy of the Workbook, Session Plan and Name tag are provided to each
student at the beginning of the Workshop.
6.5. Preparation of the Workshop venue
Together with the Workshop organizer, ensure the venue has the following:
• Flipcharts - one per group (the group should consist of 2 or 3 students) and one for the
trainer
• Flipchart pens - for each group and for the trainer
• Blue/white tack or tape to attach flipcharts to the wall
• Computer for the presentation
• Projector
• 3 tables to be set out in cabaret set-up (3 separate tables positioned facing the trainer), with
clear views of the projection screen. If this is not possible, a U-shaped layout, with groups sat
together would be the second option, particularly for groups of 3 students
• (if the weather is hot) Turn on the air conditioning unit
• Pen for each student
7. Delivering the Workshop
7.1. Rules related to students
Make sure you comply with these rules, and inform the students about them as appropriate:
• Maximum allowed number of students per one Workshop is 10; there is no minimum
required number of students.
• Only the students that have completed the whole Lead Auditor or Lead Implementer online
course are allowed to take the Workshop.
• Workshop organizer will provide you with the Attendee list, naming the students that are
allowed to take the Workshop. You must ask the students to sign the Attendee list at the
beginning of the Workshop.
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• Do not allow the student to join the Workshop if they are more than 5 minutes late.
• Only the students that have attended the whole duration of the Workshop are allowed to
take the exam.
• In order for students to get the Lead Auditor or Lead Implementer certificate, they must take
the online exam after the Workshop.
• For the Lead Auditor Workshop: the price of the Workshop includes the Workshop
attendance and all workshop materials + access to online exam + access to the course script.
• For the Lead Implementer Workshop: the price of the Workshop includes the Workshop
attendance and all workshop materials + access to video tutorials for filling out the
documents + access to the course script + access to online exam.
7.2. When starting the Workshop
• Check if each student has brought the following to the Workshop:
o official ID with photo
o full text of the standard they are interested in (e.g. ISO 9001)
• Welcome everybody
• Present yourself
• Present the set of rules
• Make clear to all students they must attend the full duration of the Workshop to be able to
attend the exam
• Present the Session plan and the objectives for the workshop
• Ask for questions about how the workshop is organized and answer them
• Make everyone present themselves - it will make it easier for students to participate in
exercises later on
• Confirm coffee-break and lunch timing and location
• Ask the students to sign the Attendee list
• Organize students in groups – each group should have 2 or 3 students
7.3. During the Workshop
As mentioned before, the objective of the workshop is not to teach new theory to the students – the
objectives are to enhance student understanding through interactive exercises and real-life examples
and to prepare them for the exam.
A good Workshop trainer:
• Engages students, encourages involvement and provides feedback and comments
• Is always available for answering questions about the case and the exercise, for that reason
he/she is always wandering around the groups, smoothing frictions and focusing students on
the exercise
• The trainer is always open to different points of view and conveys to students a mindset of
being focused on objectives and open to different alternatives
• Keeps control of the schedule
• Invites everybody to participate
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• Does not leave any loose ends - if any doubt exists, the trainer needs to clarify it, otherwise
the students will have bad results at the exam
During the Workshop you need to perform the following:
• Take a group photo of all the students
• Take a photo of the venue as it looks during the Workshop
• Make sure you follow the Workshop Session Plan and deliver the Workshop according to the
Manual
7.4. After the Workshop
After the workshop, you need to hand the following over to the Workshop organizer:
• Attendee list where your signature + all the signatures of the students will be visible
• Group photo of all the students
• Photo of the venue as it looked during the Workshop
8. Document owner and period of review
The owner of this document is Advisera Training Manager, who must check and, if necessary, update
the document at least once a year.
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