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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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