OWM OJT and Mentoring Worksheet (Rev 20200714) Page 1 of 2

OWM On-the-Job Training and Mentoring 

Worksheet Form 

Employee/Trainee Name:

Trainer/Mentor Name:

Topic/Procedure:

GENERAL Measurable Training/Learning Objectives

Applicable for all SOPs

Trainee Initials 

and Date

Mentor Initials 

and Date

DESCRIBE (and FOLLOW/USE) applicable safety and protective 

equipment requirements for this SOP

DESCRIBE (and PERFORM) laboratory process for receipt, handling, 

storage, and return of related customer standards (noting issues unique to 

this SOP)

DESCRIBE (and FOLLOW) laboratory process for preparing calibration 

certificates (and amendments)

DESCRIBE (and FOLLOW) laboratory process for documenting nonconformities to laboratory procedures and/or ISO/IEC 17025

PERFORM this SOP while DESCRIBING steps as if for an assessor

SOP ____ Measurable Training/Learning Objectives Trainee Initials 

and Date

Mentor Initials 

and Date
OWM OJT and Mentoring Worksheet (Rev 20200714) Page 2 of 2 

Trainee Final Observations/Assessments Summary:

Describe how confident you are with finding all the files and resources in your laboratory that are needed to 

perform this calibration, prepare a certificate, and return items to customers? What additional training do you 

think you need to improve? How much additional time performing this calibration do you think you need to feel 

confident? What additional questions do you have or follow up would you like to see?

Trainer Observations/Assessments Summary:

Describe in your own words: How closely did the trainee follow the SOP? How many times and what nominal 

values/standards/equipment were used when you demonstrated the procedure AND when you observed the 

trainee performing the procedure? How did your measurement results agree? How did their values look on the 

laboratory control chart(s)? Were they able to describe the procedure to your satisfaction? Were gaps observed? Is 

additional follow up needed? What additional assessments did you observe that help to ensure that learning 

objectives were met?

Objective Evidence Assessed by Trainer/Mentor (maintenance of electronic records is encouraged):

• Reading Outline (completed by trainee, reviewed by trainer/mentor, discussed)

• Video of Demonstration/Performance (optional, recommended)

• Data Sheet(s) of completed measurements

• Traceability Assessment of Laboratory Standards Used completed by trainee (Using GMP 13 forms, 

with list of laboratory files/locations)

• Calculations for the SOP with work shown by hand or in Excel with Validation Notes

• Spreadsheet File(s) PDF print-out of data entry of completed measurements

• Control Chart record showing trainer/mentor data and trainee data and evaluation of control charts with 

SOP 9 checklist evaluation 

• Independent Uncertainty analysis following applicable SOP and SOP 29, comparison with official 

laboratory uncertainties

• Calibration Certificate for calibrations performed by trainee

• Calibration Certificate marked up as reviewed for compliance with SOP 1 and applicable SOP

• List of laboratory files reviewed by trainee:

o Template Spreadsheet File:

o Completed Spreadsheet File(s):

Applicable Proficiency Test(s): Date of Calibration: PT Evaluation Report

(Name, Date)

Employee/Trainee Signature: Trainer/Mentor Signature:

Recommended for Approved Signatory Status (Name, Title, Signature):

Approved for signatory status by NIST Office of Weights and Measures (name & date);