General Training Checklist

This training checklist outlines the essential elements and tasks in organizing training activities. It consists of 5 sections encompassing the end-to-end process of training programs, from pre-preparation to assessment. Use this checklist before every training program to take note of the team’s progress on training details, plans, requirements, schedule, and evaluation methods.

Title Page

Date
Trainer
Training Type
- Onboarding (for new hires)
- Refresher (for existing employees)
- General (applicable to all employees)
Location

Training Checklist Proper

Pre-Training Preparation

Identify the training objectives and desired outcomes.
Determine the target audience and their specific training needs.
Conduct a training needs analysis to identify knowledge gaps.
Develop a detailed training plan, including session duration and structure.
Prepare a training agenda outlining topics and activities.
Coordinate with relevant stakeholders for their input and support.
Confirm the training location and availability of necessary facilities.

Training Content

Organize training content into logical modules or sections.
Verify if the content is up to date and aligned with industry standards.
Develop clear learning objectives for each section.
Create engaging and interactive training materials.
Integrate a mix of teaching approaches (e.g., presentations, demonstrations, group activities, case studies) to cater to different learning styles.
Specify examples, scenarios, or case studies relevant to the industry.
Incorporate relevant visuals (e.g., charts, diagrams, videos, photos of real-life applications) to support learning.

Training Materials and Resources

Gather all necessary training materials and resources.
Secure access to any software, tools, or equipment required during the training session.
Draft handouts or participant guides for easy reference.
Develop and share digital resources or online learning materials, if applicable.
Prepare additional reference materials or job aids as needed.

Training Logistics

Schedule the training sessions with consideration to the availability of participants.
Send training invitations or notifications with relevant details (e.g., date, time, location, objectives, training outline).
Arrange any necessary travel or accommodation arrangements.
Set up the training room, ensuring it is conducive to learning.
Check the functionality of audiovisual equipment and other technical requirements.
Provide all required materials, such as notepads, pens, or name tags.
Plan for breaks and refreshments, if applicable.