Free Simple Training Checklist Template
Simple Training Checklist
Training Program: Effective Communication Skills
Date: September 30, 2055
Trainer: Jane Doe, Communication Specialist
Participants: 15 Employees from the Sales Department
1. Preparation Phase
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Define Training Objectives
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Goal 1: Improve verbal communication skills to enhance customer interactions.
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Goal 2: Develop active listening techniques to understand customer needs better.
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Goal 3: Learn to manage and resolve conflicts effectively.
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Prepare Training Materials
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Create a PowerPoint presentation covering key concepts (e.g., body language, tone).
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Develop handouts that summarize communication techniques.
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Prepare a list of role-play scenarios relevant to the sales environment.
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Set Up Training Space
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Arrange seating in a U-shape to facilitate group discussions.
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Ensure the projector and screen are functioning properly.
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Set up a whiteboard and markers for brainstorming sessions.
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Confirm Attendance
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Send a calendar invite to all participants with training details.
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Request a brief email response from participants confirming attendance.
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Test Technology
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Conduct a technology check one day before training.
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Verify Wi-Fi connectivity and access to online resources (e.g., videos).
2. Training Content Delivery
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Introduction (10-15 minutes)
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Welcome participants and introduce yourself.
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Outline the training agenda:
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9:00 - 9:15: Introduction
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9:15 - 10:00: Module 1: Verbal Communication
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10:00 - 10:45: Module 2: Active Listening
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10:45 - 11:30: Module 3: Conflict Resolution
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11:30 - 11:45: Q&A and Feedback
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Establish ground rules (e.g., respect for all contributions).
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Module 1: Verbal Communication (30-45 minutes)
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Present key concepts (e.g., clarity, tone, pacing).
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Interactive Activity: Pair participants for a "two-minute pitch" exercise.
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Conduct a Q&A session to clarify concepts (5-10 minutes).
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Module 2: Active Listening (30-45 minutes)
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Discuss the importance of active listening in sales.
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Use case studies to illustrate effective listening strategies.
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Interactive Activity: Role-play scenarios where participants practice listening techniques.
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Module 3: Conflict Resolution (30-45 minutes)
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Explain the steps in conflict resolution (e.g., identify the issue, listen to both sides).
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Share examples of common conflicts in sales and how to handle them.
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Interactive Activity: Group participants to role-play conflict resolution situations.
3. Post-Training Activities
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Gather Participant Feedback
Distribute a feedback form with questions like:
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What did you find most valuable?
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How can we improve future training sessions?
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Encourage anonymous feedback for honest responses.
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Review Objectives Achieved
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Assess participant feedback to determine if training goals were met.
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Note any challenges or areas needing more focus in future sessions.
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Distribute Follow-Up Materials
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Email training materials and a summary of key takeaways within 24 hours.
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Include links to further reading and online resources on communication skills.
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Schedule Follow-Up Sessions
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Identify employees who may benefit from additional training.
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Plan a follow-up workshop in 3 months to reinforce skills learned.
4. Notes & Observations
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Participant Engagement: High engagement during role-play exercises.
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Areas for Improvement: Consider incorporating more visual aids in future modules.