Trainer Guide Mod 5 Final
Trainer Guide Mod 5 Final
Trainer Guide Mod 5 Final
Module 5: Leadership
Trainer Guide
1 Module 5 | Leadership
Trainer Guide
Table of Contents
Introduction .................................................................................................................................... 3
Course Duration .............................................................................................................................. 3
Target Audience .............................................................................................................................. 3
Learning Outcomes ......................................................................................................................... 3
Resources Required ........................................................................................................................ 4
Training programme ....................................................................................................................... 6
Module introduction ....................................................................................................................... 7
Topic 1: Solve Problems and Make Decisions ............................................................................... 10
Topic 2: Identify and Manage Risks .............................................................................................. 17
Topic 3: Handle Unexpected Events ............................................................................................. 24
Topic 4: Handle Complaints .......................................................................................................... 25
2 Module 5 | Leadership
Trainer Guide
Introduction
Welcome to Tour Guiding Course – Module 5: Leadership. The purpose of this guide is to
provide you, the trainer, with guidelines about the presentation and learner support
requirements for the course. This Trainer’s Guide will enable you to plan, prepare, deliver and
evaluate this course.
Course Duration
Target Audience
Learning Outcomes
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Resources Required
In order to teach this course, please ensure that you have the following available:
The specific resources needed for each topic are listed in the lesson plans.
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Preparation Notes:
Before the training starts, make sure you have the following available, ready and prepared:
Trainer’s Checklist
Action Complete
1. Go through the presentation, together with this trainer guide, making
sure that you know the content and can teach it.
2. Familiarise yourself with the Learner Guide.
3. On the day of the training, ensure you have the attendance register and
know who is attending.
Make sure you have Learner Guides
Make sure you have all the necessary hand-outs.
4. Before the start – set up the classroom and have your Participant Guides
ready to hand-out.
Set up the presentation.
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Training programme
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Module introduction
Time: 30 min
Training instructions: Module Introduction Slides: 1 – 3
Teaching Methods Time & Resources
Present Slide 4 and briefly explain the content of the module: 5 min
25 min for activity
• Topic 1: Solve problems and make decisions
• Topic 2: Identify and manage risks
• Topic 3: Handle unexpected events
• Topic 4: Handle complaints
Give 5 minutes to do the puzzles 1, 2 and 3, and get the answers. Discuss the answers (below),
before going on to Puzzle 4.
Facilitation:
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Time: 30 min
Training instructions: Module Introduction Slides: 1 – 3
Teaching Methods Time & Resources
Instructions:
1. Divide the participants into small groups to figure this out.
2. Give the participants a few minutes to discuss the problem – without giving them the
pictures.
3. After a few minutes of them trying to figure it out give them a sheet of paper on which you
have drawn a river (in blue), and the three cards with the fox, the goose and the bag of
beans.
4. Once they have the tools, watch and see if they solve the problem more quickly.
5. They will probably be able to figure it out better with the pictures.
6. Discuss the answer with them once they have got it right – then:
7. EMPHASISE how much easier it is to solve problems when you have the right tools or a
method to help you!
Note that this is just a fun exercise to provide some fun and to get the brains working on solving
problems in a fun way.
Puzzle 3: The River Crossing Problem
Once upon a time a farmer went to market and purchased a fox, a goose, and a bag of beans.
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Time: 30 min
Training instructions: Module Introduction Slides: 1 – 3
Teaching Methods Time & Resources
On his way home, the farmer came to the bank of a river and rented a boat. But in crossing the
river by boat, the farmer could carry only himself and a single one of his purchases - the fox, the
goose, or the bag of beans.
If left together, the fox would eat the goose, or the goose would eat the beans.
The farmer's challenge was to carry himself and his purchases to the far bank of the river,
leaving each purchase intact. How did he do it?
Solution:
The first step must be to take the goose across the river, as any other will result in the goose or
the beans being eaten. When the farmer returns to the original side, he has the choice of taking
either the fox or the beans across next. If he takes the fox across, he would have to return to
get the beans, resulting in the fox eating the goose. If he takes the beans across second, he will
need to return to get the fox, resulting in the beans being eaten by the goose. The dilemma is
solved by taking the fox (or the beans) over and bringing the goose back. Now he can take the
beans (or the fox) over, and finally return to fetch the goose.
His actions in the solution are summarised in the following steps:
1. Take goose over
2. Return
3. Take fox or beans over
4. Return with goose
5. Take beans or fox over
6. Return
7. Take goose over
Thus there are seven crossings, four forward and three back.
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You arrive at a hotel and check the guests in. You wait in reception for 15 minutes in case of
any issues. 2 guests come to you and complain that they are unhappy with their room.
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You arrive in a town, and announce the restaurant that you will be going to in the evening. It is
a Western Style restaurant. However, the group of clients say that they don’t want to go to
that restaurant, they ‘want to eat where the local people eat’.
A client is on a group tour and is an alcoholic. He arrives every morning, drunk and smelling of
alcohol. He brings down the atmosphere of the group and other people complain as they don’t
want to sit next to him.
Solution:
1. Identify – the problem is obvious – drunk, smelly guest resulting in unhappy tour members
and group unhappiness.
2. Options: there are three options: ignore him; speak to him directly to tell him to be a team
player and stop being drunk and dreadful; or bring the issue to the attention of the DMC
management.
3. Solutions and implement – speak to the client first and tell him that his behaviour is not fair
on the rest of the group, and that he must kindly stop this or he will be asked to leave the
group. Fill in an incident report and note it on the daily report. Call the DMC management
to inform them of the situation in case further action needs to be taken. In the event that
the client is ‘kicked off’ the tour, guide will need to keep the rest of the group informed and
advise why this has happened
4. Evaluate - check with remaining pax if they are feeling happier now that he has been
removed.
You have a group of 10 clients. You are due to leave the hotel for an excursion at 8 in the
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1. Identify – 9 guests are being kept waiting because of 1 guest who is being inconsiderate.
2. Options: there are two options: wait for him – making the other guests unhappy, and
causing delays in a tight itinerary; or don’t wait for him, and provide him with the address of
the place you are going for him to catch up with his own transport and cost.
3. Solutions and implement – speaking to DMC management to ensure that you are not
breaking contract by leaving the client. If they agree, then leave the client to catch up with
you, and take the other clients. After all, they should not be disadvantaged because of one
lazy guest. If the guest complains, then you have management approval of the decision
taken.
4. Evaluate – make sure you have a contact number for the guest and/or his river, and check
where they are so that you can reconnect with him where and when agreed.
On your tour of 8 pax, 1 client is talking badly about the country and the whole tour – another
place he has been to has been so much better, and this is not what he expects; the weather is
too hot, the temples are boring, the food is not interesting, the roads are bad, etc. Soon other
tour members also start complaining in the same way.
Note: this is a case where there is not clear solution – and that is also something for the course
participants to learn. In cases like this, normally, the guide will try to reason with the client
first, but then will bring the case to the attention of management – the branch office manager
will then try to meet the client, or even the Managing Director will meet the group. The
problem can be that expectations are not met, but it can also be a personality issue – which is
not easy to solve. The MD might then call or meet the client directly. Such cases are difficult –
there are no clear solutions, but it is a good lesson to show that not all problems have
solutions. If the guide is not able to handle the situation, then one of possibly a manager with a
guiding license might fill the gap and take over the tour, but this would be exceptional.
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You are taking a group on a boat trip on the Mekong. When you check the safety equipment
on board, you discover that there are only 6 lifejackets for your group of 12 passengers.
1. Identify – there are not enough lifejackets for the group and their safety is compromised.
2. Options: there are various options: ignore the problem and hope that nothing bad
happens and take the group on the trip; call Operations and discuss options – either the
boat owner finds or borrows enough lifejackets, or you find another boat that has enough
lifejackets and can take the group; or you only take half the group that really wants to do
the excursion.
3. Solutions and implement – speaking to DMC management would be the best solution. You
cannot fail to deliver on an excursions that was promised in the itinerary, but you have to
ensure Duty of Care, and cannot be negligent. You cannot go on a boat trip unless there are
enough lifejackets for the group, and the whole group must go. Either borrow from
another boat, or with permission from the DMC, find another boat of same quality with
enough life jackets.
4. Evaluate – advise the boat owner to get enough life jackets in the future, and ask DMC to
follow up an make sure that there is the right safety equipment on board in future.
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Below are some cross-cultural situations that you might encounter on a tour:
1. A woman on your trek did not bring a sarong for swimming. She tells you that she will wear
her T-shirt and shorts instead. She begins walking towards the river.
Answer: You need to tell client she is committing a cultural mistake, but probably little you
can do on the spot. Issue can be avoided at daily tour briefing.
2. A couple is swimming in the river. While they are swimming, they start kissing each other.
Answer: Guides are unlikely to be direct in giving feedback and might let this pass,
however guides should provide gentle feedback to clients, perhaps using a touch of humour
to avoid the awkwardness of a situation guides will feel uncomfortable raising. Some tour
operators will provide pre departure guides advising that displays of emotion or affection
should not be public.
3. After taking a swim in the river, everybody gets out to dry off. One of the guests does not
have a towel and decides to change behind a bush in the nude.
Answer: efforts have been made to be conservative – this is OK. Or the guide can ask
another pax to lend a towel.
4. It is evening in the village and the village chief is pouring glasses of Lao whiskey for the
tourists. One of the tourists refuses the whiskey, but the villager insists that she drink the
whiskey, thinking that the guest is only being shy.
Answer: if the guide is there, the guide will encourage the client to drink in order to be
polite – however if the client really does not want to drink the villager will almost certainly
have no problem with this. Most Asian cultures are far more tolerant of indiscretions or
strange habits made by foreigners than the other way around … This sort of scenario is best
staged when clients have been briefed on what to expect.
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Answer: The guide might enlist the help of others in the party … end the party early and go
back to hotel, take the client back to the hotel
6. It is time to eat in the village chief's house. Everybody comes up stairs. One of the tourists
does not take his shoes off.
Answer: A Lao person will be forgiving, but the guide should ask the client to take off
shoes and explain why. Few people have an issue with gentle reprimands, when reason is
given and is founded.
7. You are eating dinner. One of the tourists is very tall and does not have enough room. So,
he stretches out his legs, pointing directly at the food (or the monk at a baci ceremony!).
Answer: Guide should be frank and tell pax not to do this, and guide should have covered
this in the pre briefing.
8. You stop in a village to eat lunch. Inside house where you are eating is a man who is
smoking opium. One of the tourists is very interested in the opium smoker and sits next to
him. He then asks to try the opium pipe.
Answer: Good travel businesses will have a drug and alcohol policy and the guide will be
aware that this is something the tour operator does not condone. The guide should make
this point clear to the pax, and also point out the end-effects of tourists wanting to sample
drug use (end effect = more and more tourists ask to experiment and then you have an
industry in drug sampling as was seen in Vang Vieng). Ultimately the guide cannot stop the
client doing this unless the client has breached a condition of being on tour.
9. While on a short break, one of the tourists sees some people in the fields planting rice and
rushes to take pictures. Without asking, he starts taking pictures.
Answer: From a distance, there is no cultural offence. For close up, the guide should ask
the villagers for permission to be in the photo, or teach the client how to ask for this
permission. If people do not want to be photographed, do not photograph them.
10. You're having a discussion with the village elders. One of the tourists asks you to translate
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Answer: The guide will and should paraphrase this question (ask it in a different way), in
order to avoid cultural offense.
11. You've been talking with the village chief for an hour. The tourists keep asking questions.
The village chief hasn't asked any questions and seems quite tired of the discussion.
Answer: The guide needs to tell the pax that it is better to move on …. that the chief just
not seem to be up to responding to any more questions. Most people will understand this.
12. A tourist asks you to help him find a girl that he can sleep with.
Answer: Guide should explain that he is not prepared to assist. Guide could explain that
this is potentially a dangerous thing to do. If the client wants to sleep with a child, I’d
suggest that the guide contacts the DMC office. There are organisations such as ChildSafe
which will advise on what do to.
Answer: Guide should strongly discourage the selling and the purchasing – it is
irresponsible to consume or purchase animals which are not farmed.
15. While visiting a village, a tourist ask you to help hand out some books. You think they may
be about religion.
Answer: The books should only be handed to the village head person, and the village head
person should be told what the books are about.
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
What is a risk? Time: 10 min
Facilitation:
1. Help participants to look the word up on their phones
2. They must not just look for the translation to Lao – they need
to understand what the term means
3. Ask the participants to call out a few key words from the
definitions they find
4. Write these on the flipchart.
5. Words that are important are: danger, threat, injury, harm,
people, property, etc.
6. When you show them the slides with the explanation of the
definition – link the words you have written up to the same
words in the slides.
Show the slide with the official definition, then explain the parts of
the definition using the next slide.
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
Managing risks Time: 5 min
Explain that the type of risk depends on a number of factors, and • Slides
show the slide.
Show and explain the different types of risk that you could encounter • Slides
in tour guiding: • Case study in
These can be: Participant Guides
• Environmental
• Group characteristics
Facilitation:
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
Activity 5: Case Study: Identify and Manage Risks
You are guiding a group of retired Americans doing a general tour of Laos. The average age is
72, with quite a few being older than that. Some of them are quite overweight, and one or two
of them walk with the help of a stick. Once you see the tour group profile, you sit down and
think about the tour itinerary and try to think about specific risks that you may have to manage:
It is the end of the cool season in Laos, and the temperature is already in the mid 30s every day,
with high humidity.
You will be taking them on a boat trip on the Mekong, and they will have to walk along a plank
to get onto the boat.
The tour itinerary includes a lunch at a local restaurant where the local food is quite spicy,
unusual and exotic (for them), and you are not sure of the quality of the food and hygiene
standards.
You will be travelling, stopping and walking around some villages where there may be some
village guard dogs.
Sometimes you arrive at hotels when they are cleaning the public areas, and the floors are wet.
Questions
1. Identify the various risks in the tour story above.
2. What actions can you take to manage these risks as part of your Duty of Care responsibility?
See below:
Answers:
1. Heatstroke, dehydration, stomach cramps, food poisoning, slipping and falling, drowning,
and numerous other medical issues which the clients are likely to have, particular because
they are elderly
2. There are a number of things:
a. Understand the brand the pax are travelling with (is it an adventure brand, a
culturally-focused brand, other) – as this will tell you a bit about the demographic
and what the pax are expecting
b. Obtain a copy of the pre departure client registration information, so that you know
in advance key things about the pax (medical conditions, swimming ability etc)
c. Guide must ensure that at all times he has ready access to pax insurance company
emergency contact number and next of kin emergency contact details … as well as
the usual information on hospital and medical care contact numbers, embassy
contact numbers, etc.
d. Tour briefing at start of trip must emphasise the importance of keeping well
hydrated, and wearing a hat
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
e. Guide to make an early assessment of agility of each individual pax, so that touring
can be delivered safely and accordingly
f. Boat – should begin cruise with a safety briefing, covering location of fire
extinguisher and emphasising importance of life jackets being readily available
g. The dogs may not be an issue, however if someone does get bitten, must contact
medical advice and consider getting a post-bite rabies injection
Take note of the following information that is provided to travellers with a particular tour
company. See how the insurance information must be provided to the tour company.
Travel insurance
It is a condition of travel on our Small Group Journeys that all travellers are adequately covered
by travel insurance prior to arrival. Insurance should cover personal accident and medical
expenses, evacuation and repatriation, baggage loss, and cancellation or curtailment of holiday.
Insurance details must be supplied to us at the time of booking, and where they are not
provided we reserve the right to cancel bookings and apply charges as per our cancellation
policy (in the booking conditions section of our brochure and on our website). Travellers will be
asked to confirm their insurance details upon arrival in Asia as part of a tour registration
process, including policy number and insurance company emergency contact number. In the
event that possession of insurance is unable to be confirmed, in the interests of the traveller
and fellow travellers, Insider Journeys reserves the right to prevent participation in the journey.
In such instances, we will assist with onward travel arrangements, however full cancellation
penalties will apply.
Note that travel insurance ‘attached’ to credit cards is often limited in scope (e.g. not covering
serious medical, repatriation or evacuation expenses) and in any case is usually effective only if
travel arrangements have been purchased with the card. You will be asked to provide your 16-
digit credit card number on the Tour Registration form - we will not ask you for your expiry date
or security code - but your local guide or Western tour leader must have the card number in
order to be able to liaise with your insurance company in the unlikely event of an incident.
1. This section is tricky as they must be able to understand the risk • Slides: risk
assessment matrix. assessment matrix
2. Explain carefully how to use the matrix to determine if action • Flashcards and risk
should be taken. matrix printed
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
3. Make sure that they understand.
Resources:
Hand out to each group a colour copy of the Risk Assessment Matrix and a set of the colour
cards:
• Situation 1: dog and dog bite
• Situation 2: kayak and dead body
• Situation 3: narrow gangplank and broken leg
Situation 1:
You will be travelling, stopping and walking around some villages where there may be some
village guard dogs.
Situation 2:
The river is in flood with some dangerous rapids. Your tour is booked to do a kayaking activity.
Situation 3:
Your group of elderly, and some overweight tourists has to walk across a narrow, slippery gang
plank to board their boat for the Mekong River cruise.
1. Tell the participants that they must do the risk assessment activity in their books
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
2. They can work in groups/tables
3. Each table must get a colour copy of the Risk Assessment Matrix and the colour pictures of
each situation.
4. They must put the cards where they think they fit on the matrix in order to identify the
seriousness of the risk and then decide what to do.
5. Each group must give ONE answer – so e.g. Group 1 gives the answer to Situation 1, Group
2 gives the answer to Situation 2, and so on
6. Discuss the answers and see if they have assessed them correctly.
• Situation 1: medium to low risk – Action: get the group away from the dog/s or have
the dogs taken away, just in case
• Situation 2: high risk: Action: do not do the kayaking – do another activity instead, or
go to another water areas where it is safe to kayak
• Situation 3: medium risk: Action: get a bigger gang plank and cover it with something,
like sack cloth, that is not slippery. Help/hold the hands of people as they board the
boat.
It may involve using model/fake items rather than the ‘real thing’, or having tour
group participants watch a video rather than experience an actual (potentially unsafe)
action.
Example: on a mountain walk, the path that you were going to use has become very
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Time: 80 min
Training instructions: Topic 2: Identify and Manage Risks Slides: 25 - 61
Teaching Methods Time & Resources
slippery with rain, and is very steep, which makes it quite dangers as people could slip
and injure themselves. The replacement is to take a different, safer path.
3 Isolation – this creating a distance between a danger and the tourists, for example
moving them a safe distance away, or placing a protective barrier/shield between
them and the risk source.
Example: you arrive at a village, and while getting out of the vehicle, a vicious dog
comes barking and wants to bite the tourists. Ask them to get back in the vehicle
while you arrange for the dog to be removed somewhere else before they tourists get
out of the vehicle.
4 Making changes – this is changing the way you do things, or changing the equipment
or tools used in the activity to make things safer.
For example:
• Smoothing out uneven ground
• Using some type of equipment or items to protect tourists from being injured
• Limiting the number of participants taking part at any one time
• Managing the number and group size for an activity
• Closely watching and monitoring activities.
Example: you want to show them how to play an outdoor game, but the area where
you want to play has some broken glass on it. First pick up and throw away the
broken glass before playing the game there.
Example: a group of tourists are going kayaking in 2-man kayaks. The mothers in the
group each want to take their children. Instead, you should direct the women to go
together and the men to take the children. This balances out the strength of the
paddlers in case they get into a strong current and get into difficulties
6 Personal protective clothing and equipment (PPE) – supply and use of items and
clothing (gloves/gauntlets, footwear, eye protection, hats, sporting protection) to
provide protection.
PPE is usually needed for high risk sports activities where the type of activity poses a
risk. In this case, special equipment is provided to keep participants as safe as
possible.
PPE is needed for tour group members to let them take part in activities, sports,
events, games, etc. Examples are cycling, motorbike riding, kayaking, ziplining, etc.
Example: kayaking PPE includes high-visibility life jackets, safety helmets, knee and
elbow pads, whistles, etc.
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Time: 40 min
Training instructions: Topic 3: Handle Unexpected Events Slides: 62 - 88
Teaching Methods Time & Resources
Type of unexpected events Time: 25 min
Discuss that there are 2 kinds of events you may encounter:
• Negative • Slides
• Positive
Each guide to think about tours they have done, and identify 3
negative and 3 positive events they have had to allow for. What
did they do?
See what ideas come from the floor: ask various participants to each give
one negative event first, then go on to the positive events.
Ask what they did about the event.
Explain what contingencies are, and how having a contingency plan helps • Slides
a guide to handle these situations.
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“In this day and age and in this industry you need to aim for zero complaints.
This is possible! We have had some years in this office where there have been no written
complaints.
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Emphasise over and over again for guides not to take things personally!
Benefits of complaints Time: 5 min
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Debrief from the activity – see if they have managed to sort the cards
into the right order. If not, you can ask questions such as – do you
think you do that before that? Or after?, etc.
Facilitation:
Do’s Don’ts
• Stay calm • Immediately defend yourself
• Be professional or the company
• Be positive • Deny anything about the
• Focus on a solution complaint
• Try hard to resolve the • Blame someone else (
complaint • Take complaints personally
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Clients are due to check in to a hotel which is pretty ordinary but which is the best available in
the small town. To avoid complaint, the guide should check the client itinerary in advance to
make sure it properly describes the hotel.
Guide should also be very careful to properly set the expectations about this accommodation
(set lower rather than higher). For example, announce this this is a simple hotel in a small
town, and that is has very simple facilities, but is clean and the best that there is in the area.
On check-in, the clients are ok with the hotel – so a problem is avoided in the first place.
Facilitation: • Scenario
1. Divide the participants into pairs. scenes in the
2. Each pair must be a scenario to play and handle a complaint using Learner Book.
the method they have learned.
3. The other participants must watch and provide feedback on if they
have done it correctly or not.
4. Watch and listen carefully to see if they have covered all the steps,
e.g. apologise, then give feedback and coaching.
5. Use the answers below to provide some feedback and inputs.
Activity 10: Role plays: Complaints
Answer: you will rotate who sits next to the window so that everyone can have equal
opportunities to take photos
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Answer:
Many complaints are like this these days. Explain that the tour actually is exactly as
advertised, but people do not wear traditional clothes, specially for tourists, as they go about
their normal activities. Houses are concrete not wood, because that’s what people build.
When you see some more traditional people or buildings, you will point them out.
Advise that Laos is now also developing and that people are happy to have a more safe and
modern life.
Answer:
This is a case the guide can handle, by simply and truthfully saying that that the decision to
change the flight schedule was one purely made by Lao Airlines and is one over which the tour
operator had no control or prior knowledge. The pax should be encouraged to complain direct
to Lao Airlines.
Answer:
The guide must tell them that the tour itinerary is what they have booked and paid for, and
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Each participant must present their interpretive activity assignment. The brief ‘assessment
sheet’ is provided at the end of the trainer guide, and is also included in the Learner Guide so
that the participants know what you will be looking for in their presented activity.
Make sure you time each activity and write the time on the evaluation sheet.
They must:
• Hand in their planning sheet for you to look at – you can return it to them, with some
comments and tips if necessary
• Introduce themselves
• Introduce their topic and their activity
• Describe their audience profile
• Deliver the activity
You then invite general feedback from the other participants, and you give feedback based on
the notes you make as they present.
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There is no mark value for the assignment, but you have to make sure that the participants
have:
• Followed the instructions
• Presented material/content that has clearly been researched
• Filled in an activity planning sheet for the activity: planning and script (can be in Lao
language, not English)
• Must be not more than 10 minutes – otherwise you will give them negative feedback
Time: 30 min
Training instructions: Module Closure Slides: 123 – 126
Teaching Methods Time & Resources
• Ask if there are any outstanding questions from the course Time: 5 min
• Thank everyone for their attendance at the training and wish them
luck and good fortune in their tour guiding careers • Slides
• Hand out the course evaluation forms and wait for them to fill • Certificates
them in • Course evaluation
• Hand out certificates forms
• Closing ceremony
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Name
Topic
Activity type (e.g. demonstration)
Planning template
Tour group/audience profile
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