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Training Checklist

Course Details
Course title

Number of delegates

Location

Date

Time

Venue Contact
Person Contact Phone Number

Booking coordinator

Emergency contact

Technical contact

Training Requirements
Parameter Tick 

Obtain the results of Training Needs Analysis

Decide on suitable tea break times

Decide on suitable lunch time (if applicable)

Check to make sure you have all the training requirements to

customise the training materials as necessary

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Pre-Course Activities
Parameter Tick 

Customise the training materials to match the course requirements

Finalise workbooks

Finalise exercises

Finalise handouts

Finalise slides

Finalise trainer’s script

Finalise other resources

Finalise a list of your future courses to inform delegates about related

courses you offer. See [Future Courses Form]

Print and bind the workbooks (need as many as

delegates + one for trainer + one or two reserve)

Print the exercises

Prepare Training
Materials Print the handouts

Print the list of future courses

Print the trainer’s script

Send Information Pack to delegates. See [Information Pack Checklist]

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Just Before the Course Activities
Parameter Tick 

Send materials to the venue before the course (if necessary)

Send a brief reminder two days before the course to all delegates

Produce “List of Delegates”. See [List of Delegates Form]

Create a series of Clock Buddies disks using the names of the delegates
so you can mix and match groups

Check all the necessary gadgets such as laptop,

tablet, mouse, etc. to make sure they are in
working order, charged and ready to use

Check laptop’s desktop background picture and

Check Technical
other visible content. Make sure it is appropriate
Equipment
if it is seen by mistake or when switching between
programs

If using tablets, make sure they can communicate

correctly with the data projector

Use of training room facilities such as data

projector, lights, etc.

Computer login access

Ask for specific
venue details (for Support call numbers from the training room
trainer)
Venue rules in regards with eating, drinking and
smoking

Fire exit procedure and emergency protocols

Setup the training room. See [Training Room Setup Checklist]

Prepare pre-written flipcharts if necessary

Prepare a glass of water and place it somewhere comfortable but out

of the way

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At the End of the Course Activities
Parameter Tick 

Carry out any necessary assessments based on course requirements

Ask for questions and provide answers

Reinforce learning through question-answers

Ask for future actions and commitment for follow-up

Provide feedback forms to delegates to fill in

Sign completion certificates

Provide signed completion certificates to delegates

Provide a list of your related courses in the future along with timing
and location details. This includes your contact details as well. See
[Future Courses Form]

Collect all feedback forms

Thank for delegates’ attendance

Remain behind until all have left

Clear up

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After the Course Activities
Parameter Tick 

Send a follow up message shortly after the course

 Remind delegates on the critical lessons they learned in the
course
 Provide a further list of related resources such as books and
online guides for further study and practice

A while after the course send a follow up questionnaire to test the

delegates’ knowledge and evaluate if the course has been effective

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