Training Coordination - Forms and Checklists

This subsection includes useful forms such as a sample agenda, a sign-in sheet, a training manual checklist, and a training logistics worksheet. There is a form to help you evaluate how you work as a team and identify improvement possibilities, as well as a form to evaluate leadership skills. These forms and checklists will help you keep track of training details and maximise your human resources.

  • Evaluate Your History: Build a Strong Team
    File Type:
    Word Document
    Pages:
    2

    A form to help you evaluate how your team works together. The form helps you assess the effectiveness of your meetings, how well you share responsibilities, and whether people feel respected and heard. It helps you evaluate accountability and if you use inclusive, efficient teleconferencing protocols. Your answers will help you identify areas that your team can improve so you can create the best training possible and enjoy doing it together.

  • Leadership Characteristics
    File Type:
    Word Document
    Pages:
    4

    A discussion of leadership from a more inclusive perspective, i.e., the idea that you don't have to be the boss to be a leader. This discussion of leadership characteristics, and of experiences with both positive and negative leaders, will enrich your understanding of the leadership qualities you may possess or want to cultivate. Sample characteristics are: uses creative problem solving, is recognized for being very fair, listens and attempts to understand others, and remains positive and productive during times of uncertainly and change. Use this rating sheet to draw out the best in your staff and those who will be building a curriculum with you.

  • Training Manual Checklist
    File Type:
    Word Document
    Pages:
    2

    A checklist of all components needed for a training manual, including speakers' biographies, sign-in sheet, agenda, name tags, etc.

  • Training Logistics: A Worksheet
    File Type:
    Word Document
    Pages:
    4

    A worksheet to help you track your progress as you take care of the many training logistics you will need to consider. You will be able to identify what you need to know, where and how to find the answer, and a place for team notes. The form covers structure (e.g., number of training days, best time of day), location considerations (e.g., safety, easy to locate, parking), and advertising and marketing methods.

  • Pre- and Post-Course TO DO Checklists
    File Type:
    Word Document
    Pages:
    2

    Pre- and post-course TO DO checklists to help you track details related to training sessions. There is a list of pre-course activities, such as reserving a room, ordering certificates, creating a participant list, and setting up the room. The post-course list includes items such as collect evaluations and pass out certificates. Keep these lists handy before and during the training.

  • Training Agenda
    File Type:
    Word Document
    Pages:
    2

    There are two forms here. One is a sheet describing the training, including materials and learning objectives. The other is for the actual training day agenda: what will happen and when. Personalise each form with your logo and training presenters' and coordinators' names. Remember to arrange for language and sign-language interpreters if necessary.

  • Sign-in Sheet: One Day
    File Type:
    Word Document
    Pages:
    1

    A trainee sign-in sheet at a one-day training course. Can also be used on the first day of a multiple-day training course.

  • Sign-in Sheet - Multiple Days
    File Type:
    Word Document
    Pages:
    1

    A trainee sign-in sheet at a multiple-day course. Use the Sign-In Sheet - One Day on the first day of training to collect contact information. Use this multiple-days sheet every day to track morning and afternoon attendance.