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of business units Instructors or Speakers›Note:

Instructor Responsibilities

Internal Revenue Manual Part 6. Human Resources Management · 2026-10-03 edition · updated 2026-10-04 · United States

The classroom instructor's (either ad hoc or full-time instructor, regardless of the format of the class being taught) responsibilities are to:

Teach key competencies and technical skills that will enable employees to perform current or future job duties;

Review available lesson materials when preparing to teach;

Select and prepare materials appropriate to the course and subject matter being taught;

Review class and individual learning problems with other instructors and, for advanced phases, data from OJT/OJI Instructors;

Ensure the technical accuracy of subject matter being taught;

Prepare specific lesson plan notes, visual aids, handouts, correction and updating notes and tests appropriate for the particular class;

Conduct learning activities in the class or in small groups;

Challenge the intellect of students when delivering course content;

Utilize appropriate instructional methods for delivery of information (including appropriate technological aids and media);

Demonstrate competency in the use of technological training tools (distance learning, Virtual Environment such as Saba Meeting, computer-assisted training, CD-ROM, etc.) before using them in delivery of information to participants/students;

Evaluate the performance of students/participants, analyze test results and counsel them on their performance, as appropriate;

Record evaluations of student/participant performance for transmittal to management, as required;

Complete reports on content, tests, appropriateness of prescribed methods and time-frames, and accuracy/effectiveness of training materials on the appropriate Instructor’s Lesson/Module Evaluation form; and

Provide Lead Instructors and/or Resident Lead Instructors with written feedback on lessons taught, as source material for course revision and development, as appropriate.

The lead instructor, when assigned, will:

Fulfill all the duties of a classroom instructor;

Act as the temporary manager of a training class, including completing any paperwork or performing administrative responsibilities appropriate to that role;

Act as a temporary leader of an instructor team and a group of students/participants;

Assign work (for example: lessons to be taught, other class-related activities to manage) to self and to other members of the instructor team; and

Evaluate the instructional performance and technical expertise of other members of the instructor team for which he or she is assigned as the Lead Instructor (including prep activities, lesson plans, and other assigned duties).

The Resident Lead Instructor will:

Provide appropriate leadership, guidance and direction to Classroom Instructors;

Evaluate the instructional performance and technical expertise of Classroom Instructors and/or other Resident Lead Instructors;

Keep current on the latest developments of his/her fields of expertise (for example: attend relevant Continuing Professional Education sessions);

Lead/participate in course design and development efforts for assigned program areas (including task forces);

Gather, analyze, and use feedback from instructors to improve existing courses and as a basis for new course development;

Plan work to be accomplished by subject matter experts or instructors; set and adjust short-term and long-term priorities and prepare schedules for completion of assigned work;

Adjust work procedures within his/her team to accommodate resource allocation decisions made at higher levels;

Oversee the development of technical data, estimates, statistics, suggestions and other information useful to higher-level managers in determining which goals and objectives to emphasize;

Decide the methodologies to use in achieving accountability of work goals and objectives, including customer initiatives and in implementing other management strategies;

Evaluate the effectiveness of training, within the TDQAS process, using systems analysis techniques, management information systems data, and contacts with customers and other sources, engaging internal and external stakeholders in joint efforts for process improvements;

Evaluate work performance of team members;

Give advice, counsel or instruction to team members on both work and administrative matters;

Identify developmental and training needs of team members and coordinate with manager to arrange for the needed development and training;

Find and implement ways to eliminate or reduce significant bottlenecks and barriers to production, promote team building and improve business practices;

Promote and stimulate team interactions, recognize and recommend awards; and

Maintain individual credibility with others on technical matters including actively seeking and identifying opportunities to improve professional, technical skills and abilities, consulting with the right resources and focusing specialist activities towards education and career management.

The On-The-Job Training Instructor (OJT/OJI) will:

Analyze trainee performance and determine a course of action to resolve obstacles to learning;

Provide feedback to trainees on their performance and counsel them when appropriate;

Maintain written documentation of trainee performance and counseling; and

Identify activities to follow on-the-job training that will reinforce trainees’ skills and knowledge associated with the job duties.

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▸Contents — Internal Revenue Manual Part 6. Human Resources Management

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