Training Checklist Template - Zavvy

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To use this template, click on File -> Make a copy

Focus Task

Define training objectives Clearly define the goals and objectives of the training program.
Identify the specific skills and knowledge that the training program
should address.
Assess training needs Conduct a survey or interview participants to gather information about their current skill set,
Identify any gaps between the current skill set and the desired skill
set.
Develop the content and structure of the training program,
including the materials, activities, and assessments.
Design the training program
Choose the appropriate delivery method for the training, such as online, classroom, or on-the-
Use adult learning principles to design the training program.
Gather the necessary resources for the training program, such as
Secure necessary resources training materials, equipment, and facilities.
Reserve the training room and necessary equipment.
Create worksheets, presentation slides, and digital handouts.
Prepare training tools and Allocate time slots for each activity.
materials Create learning nudges to reinforce knowledge retention.
Create a survey to gauge employee satisfaction.
Provide trainers with the necessary training to deliver the program
effectively - focus on training objectives.
Prepare trainers Provide trainers with a detailed outline of the training program and
any necessary
Develop a plan materials.
for communicating with participants, including
Develop a communication
plan invitations, reminders, and follow-up communications.
Send out training Determine which employees are mandated or free to attend.
memorandum and email Share training agenda.
invite Provide training date, time, location, and other pertinent
information.
Make sure all mandated attendees have signed up.
Confirm attendance
Book a suitable conference room.
Provide participants with the necessary information and resources
Prepare participants to prepare
Send for the training
out pre-training program.
materials such as readings, assessments, or
any other materials that will prepare participants for the training.
Implement the training Final review of training materials.
program Deliver the training program as planned.
Ensure that employee notifications successfully arrive in your
Troubleshoot if necessary employees'
Identify any mailboxes
challengesor chatting
and apps (Slack,
take proactive MS Teams).
measures to ensure
optimum
Use evaluation methods to measure the effectiveness of the
Evaluate the training learning
training
experiences.
program Collect feedback and
program fromidentify areastoforgather
participants improvement.
information on what
they liked and what they would like to see improved
Provide follow-up support to participants to help them inapply
the future.
the
Follow-up
skills and knowledge learned during the training program.
Review and update the training program to ensure that it remains
Review and update
relevant and effective.

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Deadline Task Done

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FALSE

FALSE
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FALSE
To use this template, click on File -> Make a copy
Focus Task

Define training objectives Clearly define the goals and objectives of the training program.
Identify the specific skills and knowledge that the training program
should address.
Assess training needs Conduct a survey or interview participants to gather information about their current skill set,
Identify any gaps between the current skill set and the desired skill
set.
Develop the content and structure of the training program,
including the materials, activities, and assessments.
Design the training program
Choose the appropriate delivery method for the training, such as online, classroom, or on-the-
Use adult learning principles to design the training program.
Gather the necessary resources for the training program, such as
Secure necessary resources training materials, equipment, and facilities.
Reserve the training room and necessary equipment.
Create worksheets, presentation slides, and digital handouts.
Prepare training tools and Allocate time slots for each activity.
materials Create learning nudges to reinforce knowledge retention.
Create a survey to gauge employee satisfaction.
Provide trainers with the necessary training to deliver the program
effectively - focus on training objectives.
Prepare trainers Provide trainers with a detailed outline of the training program and
any necessary
Develop a plan materials.
for communicating with participants, including
Develop a communication
plan invitations, reminders, and follow-up communications.
Send out training Determine which employees are mandated or free to attend.
memorandum and email Share training agenda.
invite Provide training date, time, location, and other pertinent
information.
Make sure all mandated attendees have signed up.
Confirm attendance
Book a suitable conference room.
Provide participants with the necessary information and resources
Prepare participants to prepare
Send for the training
out pre-training program.
materials such as readings, assessments, or
any other materials that will prepare participants for the training.
Implement the training Final review of training materials.
program Deliver the training program as planned.
Ensure that employee notifications successfully arrive in your
Troubleshoot if necessary employees'
Identify any mailboxes
challengesor chatting
and apps (Slack,
take proactive MS Teams).
measures to ensure
optimum
Use evaluation methods to measure the effectiveness of the
Evaluate the training learning
training
experiences.
program Collect feedback and
program fromidentify areastoforgather
participants improvement.
information on what
they liked and what they would like to see improved
Provide follow-up support to participants to help them inapply
the future.
the
Follow-up
skills and knowledge learned during the training program.
Review and update the training program to ensure that it remains
Review and update
relevant and effective.
Who is Responsible (Task Done?)

Deadline L&D HR Training Coordinator Trainers

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TRUE
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TRUE

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FALSE
FALSE
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FALSE
FALSE FALSE
FALSE FALSE

FALSE

FALSE
FALSE
FALSE
FALSE
0 FALSE
e?)

IT Support

FALSE

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