CMBB study materials
CMBB study resources

CMBB key terms

CMBB · Get comfortable with the vocabulary.

Learning Objective

A specific, measurable statement describing what a learner should be able to do after instruction, typically expressed with an observable action verb and a condition or standard.

Related: Bloom's Taxonomy, Formative Assessment, Instructional Design
Bloom's Taxonomy

A hierarchical classification of cognitive skills, from remembering and understanding through applying, analyzing, evaluating, and creating, used to write objectives and design assessments at appropriate difficulty.

Related: Learning Objective, Summative Assessment
Formative Assessment

Low-stakes, ongoing checks of understanding during instruction that give trainers and learners feedback to adjust teaching and learning before final evaluation.

Related: Summative Assessment, Learning Objective
Summative Assessment

Evaluation conducted at the end of an instructional unit to judge achievement against objectives, often graded or used for certification decisions.

Related: Formative Assessment, Criterion-Referenced Testing
Criterion-Referenced Testing

Assessment that compares a learner's performance to a defined standard or set of competencies rather than to the performance of other learners.

Related: Summative Assessment, Competency-Based Training
Instructional Design

The systematic process of analyzing learning needs and designing, developing, delivering, and evaluating instruction so that it reliably achieves stated outcomes.

Related: Learning Objective, ADDIE Model
ADDIE Model

A five-phase instructional design framework covering Analysis, Design, Development, Implementation, and Evaluation, used to structure the creation and improvement of training programs.

Related: Instructional Design, Needs Assessment
Needs Assessment

A structured process of gathering data to identify gaps between current and desired performance and to decide whether training is the appropriate remedy.

Related: ADDIE Model, Training Gap
Training Gap

The measurable difference between the knowledge or skills a workforce currently has and those required to perform a task or role to standard.

Related: Needs Assessment, Competency-Based Training
Competency-Based Training

An approach in which learners progress by demonstrating specified competencies to a defined standard rather than by accumulating time in class.

Related: Criterion-Referenced Testing, Competency Model
Adult Learning Principles

Guidelines describing how adults learn best, including relevance to experience, immediate application, self-direction, problem-centered focus, and internal motivation.

Related: Instructional Design, Learning Objective
Scaffolding

Temporary support such as hints, templates, or guided practice that a trainer provides to help a learner master a task, then gradually removes as competence grows.

Related: Zone of Proximal Development, Formative Assessment
Zone of Proximal Development

The range of tasks a learner can complete with guidance but not yet independently, marking the most productive target for instruction and coaching.

Related: Scaffolding, Differentiated Instruction
Differentiated Instruction

Planning and delivering content, process, and products in varied ways so learners with different prior knowledge and pace can all reach the same objectives.

Related: Zone of Proximal Development, Adult Learning Principles
Active Learning

Instructional strategies that require learners to do something-discuss, practice, solve, or apply-rather than passively receive information, improving retention and transfer.

Related: Adult Learning Principles, Scaffolding
Coaching Agreement

A documented understanding between coach and coachee covering goals, confidentiality, session logistics, roles, and how progress and success will be measured.

Related: Coaching Contracting, GROW Model
Coaching Contracting

The initial conversation in which coach and client clarify expectations, boundaries, confidentiality, ethics, and desired outcomes before coaching begins.

Related: Coaching Agreement, Coaching Ethics
GROW Model

A structured coaching conversation sequence moving through Goal, current Reality, Options, and Will or way forward, used to guide a focused, action-oriented dialogue.

Related: Coaching Agreement, Powerful Questioning
Powerful Questioning

Asking open, concise, and thought-provoking questions that raise awareness and invite the coachee to think, rather than leading or supplying answers.

Related: Active Listening, GROW Model
Active Listening

Fully concentrating on a speaker, suspending judgment, and reflecting back content and feeling to confirm understanding and encourage deeper exploration.

Related: Powerful Questioning, Reflective Feedback
Reflective Feedback

Observational feedback that describes specific behavior and its impact without judgment or advice, helping the recipient see their own patterns and choose adjustments.

Related: Active Listening, Behavioral Observation
Behavioral Observation

Systematically watching and recording what a person actually does in a work or practice setting, using agreed criteria rather than impressions or personality judgments.

Related: Reflective Feedback, Performance Improvement Plan
Performance Improvement Plan

A time-bound, written plan specifying performance gaps, required actions, support provided, and review dates, used when normal coaching has not yet closed the gap.

Related: Behavioral Observation, Training Gap
Coaching Ethics

Professional standards governing confidentiality, informed consent, boundaries of competence, conflicts of interest, and honest representation of qualifications and outcomes.

Related: Coaching Contracting, Mentoring Boundaries
Mentoring

A development relationship in which a more experienced person shares knowledge, perspective, and guidance over time to support another person's career and personal growth.

Related: Coaching, Mentoring Boundaries
Coaching

A goal-focused, non-directive development partnership that uses questioning and feedback to help a person find their own solutions and build capability.

Related: Mentoring, GROW Model
Mentoring Boundaries

Agreed limits on what a mentor will and will not do, such as avoiding clinical, legal, or financial advice, and managing confidentiality and dependency.

Related: Coaching Ethics, Mentoring
Mentoring Agreement

A written record of purpose, meeting frequency, duration, confidentiality, roles, and success measures that sets expectations for a mentoring relationship.

Related: Mentoring Boundaries, Coaching Agreement
Reverse Mentoring

A pairing in which a less experienced or junior person mentors a more senior colleague, typically on new technology, markets, or perspectives.

Related: Mentoring, Mentoring Agreement
Succession Planning

Identifying and developing internal people with the potential to fill key leadership or specialist roles when they become vacant, reducing disruption and knowledge loss.

Related: Talent Development, Knowledge Transfer
Knowledge Transfer

The deliberate capture and sharing of critical skills, experience, and undocumented know-how from departing or expert staff to others in the organization.

Related: Succession Planning, Mentoring
Duty of Care

The legal and ethical obligation to take reasonable steps to protect the health, safety, and wellbeing of learners, employees, or clients affected by one's work.

Related: Risk Assessment, Professional Accountability
Professional Accountability

Accepting responsibility for one's decisions, actions, and their consequences, including admitting errors, reporting problems, and meeting agreed standards without external pressure.

Related: Duty of Care, Continuing Professional Development
Continuing Professional Development

Ongoing, planned learning and reflection that maintains and updates the knowledge and skills needed to practice competently and ethically throughout a career.

Related: Reflective Practice, Professional Accountability
Reflective Practice

A disciplined habit of examining one's own actions and outcomes to extract lessons and improve future performance, often recorded in a journal or log.

Related: Continuing Professional Development, Professional Accountability
Risk Assessment

A structured process of identifying hazards, judging the likelihood and severity of harm, and deciding controls before work or training proceeds.

Related: Duty of Care, Hierarchy of Controls
Hierarchy of Controls

A ranked order of risk-reduction measures-elimination, substitution, engineering controls, administrative controls, then personal protective equipment-preferring the most reliable first.

Related: Risk Assessment, Duty of Care
Standard Operating Procedure

A written, step-by-step instruction for performing a routine task consistently and safely, including responsibilities, controls, and records to be kept.

Related: Work Instruction, Quality Assurance
Work Instruction

A detailed, task-level document telling an operator exactly how to perform one step or job, more granular than a procedure and often including acceptance criteria.

Related: Standard Operating Procedure, Quality Assurance
Quality Assurance

Planned activities and process controls designed to prevent defects and confirm that work consistently meets specified requirements before output is delivered.

Related: Standard Operating Procedure, Root Cause Analysis
Root Cause Analysis

A structured investigation method, such as the five whys or fishbone diagram, that traces a problem back to underlying causes rather than symptoms.

Related: Corrective Action, Quality Assurance
Corrective Action

A change made to eliminate the cause of a detected nonconformity so it does not recur, as distinct from immediate containment or correction of the defect itself.

Related: Root Cause Analysis, Quality Assurance
Structured On-the-Job Training

A planned workplace program that pairs a written task breakdown and trainer demonstration with supervised practice until the trainee meets a defined performance standard.

Related: Work Instruction, Competency-Based Training
Continuous Improvement

An ongoing effort to incrementally improve processes, products, or services through small, measured changes and regular review of results.

Related: Quality Assurance, Root Cause Analysis
Innovation Adoption Curve

A model describing how new ideas or technologies spread through a population, from innovators and early adopters to the early and late majority and laggards.

Related: Change Management, Continuous Improvement
Change Management

The structured approach to preparing, supporting, and guiding people through organizational change so that new processes or tools are accepted and used.

Related: Innovation Adoption Curve, Stakeholder Engagement
Stakeholder Engagement

Identifying people affected by or able to influence a change and involving them appropriately through communication, consultation, and participation to build support.

Related: Change Management, Needs Assessment
Transfer of Training

The extent to which knowledge and skills learned in training are applied effectively and sustained in the actual job environment.

Related: Structured On-the-Job Training, Active Learning