Set-up, Logistics & Materials for Training for Trainers & Coaches

Instructions for Setup, Logistics, Materials and Preparation The two day Training for Trainers and Coaches workshops require preparation that is different from Results Based Accountability 101 sessions. This page tells you what you need to know to prepare for this training. Many thanks in advance for your help!

  1. Selection of Participants: Training for Trainers and Coaches is an intensive two day session designed for people who have already been through RBA 101 training and are set to serve as in-house experts for the next stages of work. Total participation is limited to no more than 24 people. The training is designed to give individual attention to each participant. FPSI can provide consultation on the process of selecting the right people to attend. Some participation prerequisites are listed under Participant Preparation below.
    • Click here to see a useful set of selection criteria developed by the Los Angeles County Department of Public Health.
    • Click here to see the criteria and application form used by the Maryland Governor’s Office for Children.
  2. A pre-training conference call will be needed ahead of the training to discuss what the sponsoring organization hopes to accomplish with this training, and answer any questions about setup and logistics. In particular, it will be necessary to confirm the starting times, ending times and arrangements for lunch, and discuss any issues associated with the venue.
  3. Room Setup, Equipment and Food: Much of the preparation is the same as for other FPSI workshops.
    • The room should be set up with tables for four people to sit around. The wall space should accommodate 7 pieces of flipchart paper side by side (for the whole distance exercise).
    • An LCD projector should be set on a rectangular table (NOT and AV cart please) at the front of the room.
    • A large screen (not necessary if there is a large clean wall surface for projection)
    • Participants will work in groups of 4 “learning allies.” Each group will need its own table, flipchart and flipchart stand and set of markers. This should be full size flipcharts with metal stands, not destop flipcharts
    • Masking tape or (better) Blu Tac adhesive putty (for sorting exercise)
    • 50 3×5 cards for use by the small groups
    • Please place a 5th chair at each table for the trainer to listen to the work.
    • No microphones are needed for groups of 25 or less.
    • Name tags with first names in large type. These can be pre-prepared or filled out at the time of the workshop.
    • Pitcher of water and glasses for each group and on the front table, please.
    • It is necessary to have lunch provided both days on site. Box lunches are best as they allow groups to break for lunch at slightly different times (and continue work over lunch where this is useful).
    • It is helpful (maybe even fun) to have modeling clay or stress toys on the tables.
    • It’s very helpful to have chocolate on the tables in the afternoon.
    • Comfortable, casual dress is encouraged.
  4. Participant Preparation
    • Participants are asked to answer the questions on the Results Accountability Self Assessment Questionnaire (Click here)
    • Participants are asked to spend at least 1 hour exploring the website: Click on the Index of Questions and find something that looks interesting. Review the Index of Tools and review instructions for at least one exercise or technique. Recommend review of the “Leaking Roof” or “Whole Distance” exercises.
    • Participants are encouraged to read Trying Hard Is Not Good Enough (available from or, and to bring the book with them to the workshop. Clear Impact offers special discounts for purchases of books for FPSI workshops.
    • Advance reading may also be helpful from the website page
    • See the listing of additional topics at the end of this page.
    • Participants may wish to check out the RBA/OBA Facebook page that serves the worldwide practitioner community.
    • Participants are asked to have a time on their schedule in the next 30 to 60 days when they will make a short (minimum 15 minute) presentation about RBA.
    • Data preparation: For the Community-wide Population (e.g. all children, all elders) Turn the Curve exercise: the group will need 4 or more indicator baselines with room on the x and y axis for forecasting (to three years from the present year). An existing state, county or city Quality of Life or Children’s Report card can be used if it provides graphed baseline data for 4 or more indicators.
    • Data preparation: For the Program and Agency Turn the Curve exercise: staff should bring (if possible, but not required) a list of key performance measures used by their organization and real data for at least one lower right quadrant measure.
. Materials to be distributed in advance of the workshop:

  1. Training for Trainers & Coaches Agenda (pdf file – 4 pages)
  2. RBA Self Assessment Questionnaire w instructions (pdf file – 2 pages)
    • Answering these questions will help participants determine how far along their organization is in implementing RBA.

Materials to be distributed at the time of the workshop. The following materials should be put together in a (1.0 inch — 2.5 cm) 3 ring binder with section dividers:

  1. TAB 1
  2. TAB 2
    • Creating an RBA Presentation – Curriculum Summary
      • (1 page) This shows each of the 5 teaching segments and workbook slide numbers for each. This is intended to guide the planning for the participant provided training.
    • RBA Competencies rev 2019 (1 page)
      • This document shows the explicit progression of desired competencies in three areas directly addressed in the training: Language Discipline, Population Accountability and Performance Accountability. In each area, the progression from Understanding to Teaching and Coaching to Acting and Leading is described.
  3. TAB 3
    • The RBA Brochure
      • (A1.2; 2 sides of one page): This is the latest document to put all the essential ideas of RBA on one piece of paper – written expressly for a lay audience. It is a useful tool in teaching RBA concepts. Black and white copying is OK.
    • RBA101 Print 2 to a page Version 4.0   (45 pages) A full set of the RBA 101 Workshop handout material will be needed for this training. Do not staple this copy as it will be easier to use if pages can be taken out as needed.
  4. TAB 4
    • RBA Coaching Scenarios
      • (1 page): These are case study examples help participants think about how they would handle common coaching or consulting challenges.
    • Essential Exercises
      • (24 pages) Setup and implementation instructions for 7 essential teaching exercises, including: the Turn the Curve Exercises for both population and performance, a Tool for Choosing a Common Language, The Whole Distance Exercise, the Results List from Scratch Exercise, the Performance 20 minute Exercise and two Performance Measurement Puzzles.
    • The Collaboration Game
      • (OPTIONAL – 6 pages): Most games have a winner and a loser. The basic version of The Collaboration Game is one where the only way to win is for everyone to win. But there are also variations which simulate the different roles and conflicting objectives found in real life groups working together.
  5. TAB 5
    • Index of Questions
      • (5 pages) One purpose of the training is to familiarize participants with the resources available to support their work. is one of the most important of these resources, and these pages will allow us to reference specific website material during the training session.
  6. TAB 6
    • Evaluation forms (3 pages) While the following forms are recommended, sponsors may use these forms , or forms of their own design, for participant feedback on the quality of the workshop.
      • Form #1 Summary: 1 copy of a 1 page form for each participant
      • Form #2 RBA Detail 2 copies of this 2 page form for each participant. This detailed evaluation form is divided into 4 sections: Skills & Knowledge, Attitude, Behavior and Circumstance. It is intended to demonstrate how the principles of performance accountability can be used to structure evaluations. If this form is used, two copies will be needed for each participant.

Non-Tabbed Material

    • SORTING EXERCISE (4 – 8 pages): Another important teaching exercise, the sorting exercise starts with mixed up card decks of elements from a community effort to improve results. The exercise allows teams to put them in the right place in the talk to action thinking process.
    • SORTING EXERCISE (3 to 5 sets of each)
    • SORTING EXERCISE: Special “card” deck preparation instructions: Each group will choose which of the three scenarios they wish to work on. With five copies of each deck, the groups are likely to get their first choice.  A card deck consists of all the cards from one scenario (see above) cut up and put together with a rubber band (or clip). The card decks should be prepared by printing the scenarios (3 pages each) on different color paper or card stock (e.g. Teen Pregnancy: blue, Ready for School: Red, Clean Environment: Green). Cut each deck into individual cards. MAKE SURE you keep all the cards for a scenario together.  When finished you should have 3 to 5 decks for each scenario in three different colors (if using card stock each deck will be about 2 inches high).
  • Trying Hard Is Not Good Enough  and Turning Curves: An Accountability Companion Reader. Workshop organizers are strongly encouraged to provide a copy of the book “Trying Hard Is Not Good Enough” and “Turning Curves” for each participant. Clear Impact provides significant discounts for anyone organizing RBA workshops. Contact Clear Impact  ( It is likely that some participants will already have a copy. If you give a copy to each participant, the ones who already have one can give their new copy away when they get home as a way to help others learn about RBA.
  • Certificate of Completion: Sponsors should plan to provide a certificate to each participant. A blank certificate form is provided in Powerpoint.
  • Blank certificate paper can be easily obtained from most office supply stores. And someone familiar with Powerpoint can produce a file of certificates with each participant’s name printed in the center. If the FPSI certificates are used, the trainer will sign the certificates at the time of the training.

As time permits, other recommended advance reading essays can be found in Turning Curves including:

The Simplest way to implement RBA (p. 7)

Over-promising (p. 26)

Collective Impact using RBA (p. 35)

Build a performance foundation in your organization (p. 43)

The misuse of targets (p. 45)

Next Generation Contracting (p. 50)

How to do (and not to do) individual employee evaluation (p. 56)

The performance of Administrative Services (p. 72)

Performance measures for partnerships (p. 79)

Results-Based Budgeting (p. 87)

Other important advanced reading can be found on the FPSI publications page, including. 

The Architecture of Accountability and

What’s wrong with Logic Models

Mark FriedmanSet-up, Logistics & Materials for Training for Trainers & Coaches

Leave a Reply

Your email address will not be published. Required fields are marked *