TOOL 2: Create a management summary letter for supervisors

At the end of the training, trainees receive a management summary letter to give to their supervisor. The key messages in the letter are to inform the supervisor how they can benefit from the application of what has been learned and to encourage them to support implementation.

Duration: Any
Participants: Any

Goal

To inform the supervisor or manager of the benefits of what has been learned by the trainee and to encourage them to support implementation.

Instructions

IMPLEMENTATION

Here are some suggestions for what could be included in the management summary letter:

  • Congratulating the supervisor on their decision to provide the trainee with the training
  • Benefits to the supervisor of applying what has been learned
  • Newly acquired skills and knowledge gained by the employee
  • Potential (new) tasks and areas of application
  • Recommendations for supporting the application of what has been learned
  • Reference to the fact that you, as the trainer, are always available to provide support and answer questions


TIPS

  1. Put yourself in the supervisor's shoes
    When writing, commit to adopting the supervisor's perspective: What benefit might they get from their employee's participation in the training and application of what they've learned? What results and goals might the supervisor be hoping to achieve? This is exactly what the management summary letter should be based on!
  2. Short and concise
    Keep the management summary letter as short as possible.
  3. Results based, not content based
    Don't describe the training content (or keep your description of it deliberately short). What is really of interest to supervisors is not what was learned, but what the trainee is now equipped to do.

VARIATIONS

  1. Let the trainee write it
    Have the trainees create parts or all of the management summary letter for their supervisors themselves.
  2. Alternative formats
    You could also write the letter as if it were a letter of recommendation, a one-page information leaflet, or a short video.

Author

Melanie Martinelli has spent more than 20 years helping organisations create learning that leads to real change. As CEO of the Institute for Transfer Effectiveness, Founder of Going Beyond Training GmbH, and a Senior Kirkpatrick Certified Facilitator, she combines practical experience with decades of research into what helps people apply learning back in the workplace. Melanie is passionate about helping L&D teams move beyond delivering great training and start designing for lasting learning transfer.

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