Use this checklist to plan a training event. Start planning at least six to eight weeks prior to the date the training will be held.
Six to Eight Weeks Before the Program Date
Select program date
Select program site
Survey site for size, ventilation/heat, furniture, lighting
Check whether transportation is needed for participants
Find out whether adequate parking is available
Reserve the training room, identify room set-up
Order audiovisual equipment (screen, projectors, etc.)
Order refreshments, lunch
Develop workshop announcement copy and format (letter, brochure).
Show benefits and outcomes, not just content
Outline the subjects covered
Use testimonials of others who have participated in program
Include a cover letter from top management to announce and endorse the program, including reason for training
Pinpoint “take home” results for the participant
Balance personal benefits with organizational benefits
Six Weeks Before the Program Date
Send the announcement.
Send email to individuals in target group
Send email to supervisor of target group
Post announcement on web page/bulletin board with directions to enroll
Insert announcement in newsletter or company bulletin
Send with return enrollment card (signed by supervisor and the participant)
Six Weeks to One Week Before the Program Date
Keep a log of attendees and their supervisors.
Acknowledge in writing to the participant and the supervisor.
Name of participant enrolled
Location of classroom (include off –site map)
Title of class
Date of workshop and times
Include any pre-work assignments and preparation lists
Keep a standby list of those who want to attend, but are not the exact target population. Expect up to 20 percent cancellation on the day of the workshop. Fill in with standbys. Some organizations collect a $5 registration fee (personal check or payroll deduction form) that is returned to the participants when they arrive at the workshop.