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

  • Define Training Objectives

  • Goal 1: Improve verbal communication skills to enhance customer interactions.

  • Goal 2: Develop active listening techniques to understand customer needs better.

  • Goal 3: Learn to manage and resolve conflicts effectively.

  • Prepare Training Materials

  • Create a PowerPoint presentation covering key concepts (e.g., body language, tone).

  • Develop handouts that summarize communication techniques.

  • Prepare a list of role-play scenarios relevant to the sales environment.

  • Set Up Training Space

  • Arrange seating in a U-shape to facilitate group discussions.

  • Ensure the projector and screen are functioning properly.

  • Set up a whiteboard and markers for brainstorming sessions.

  • Confirm Attendance

  • Send a calendar invite to all participants with training details.

  • Request a brief email response from participants confirming attendance.

  • Test Technology

  • Conduct a technology check one day before training.

  • Verify Wi-Fi connectivity and access to online resources (e.g., videos).


2. Training Content Delivery

  • Introduction (10-15 minutes)

  • Welcome participants and introduce yourself.

  • Outline the training agenda:

  • 9:00 - 9:15: Introduction

  • 9:15 - 10:00: Module 1: Verbal Communication

  • 10:00 - 10:45: Module 2: Active Listening

  • 10:45 - 11:30: Module 3: Conflict Resolution

  • 11:30 - 11:45: Q&A and Feedback

  • Establish ground rules (e.g., respect for all contributions).

  • Module 1: Verbal Communication (30-45 minutes)

  • Present key concepts (e.g., clarity, tone, pacing).

  • Interactive Activity: Pair participants for a "two-minute pitch" exercise.

  • Conduct a Q&A session to clarify concepts (5-10 minutes).

  • Module 2: Active Listening (30-45 minutes)

  • Discuss the importance of active listening in sales.

  • Use case studies to illustrate effective listening strategies.

  • Interactive Activity: Role-play scenarios where participants practice listening techniques.

  • Module 3: Conflict Resolution (30-45 minutes)

  • Explain the steps in conflict resolution (e.g., identify the issue, listen to both sides).

  • Share examples of common conflicts in sales and how to handle them.

  • Interactive Activity: Group participants to role-play conflict resolution situations.


3. Post-Training Activities

  • Gather Participant Feedback

Distribute a feedback form with questions like:

  • What did you find most valuable?

  • How can we improve future training sessions?

  • Encourage anonymous feedback for honest responses.

  • Review Objectives Achieved

  • Assess participant feedback to determine if training goals were met.

  • Note any challenges or areas needing more focus in future sessions.

  • Distribute Follow-Up Materials

  • Email training materials and a summary of key takeaways within 24 hours.

  • Include links to further reading and online resources on communication skills.

  • Schedule Follow-Up Sessions

  • Identify employees who may benefit from additional training.

  • Plan a follow-up workshop in 3 months to reinforce skills learned.


4. Notes & Observations

  • Participant Engagement: High engagement during role-play exercises.

  • Areas for Improvement: Consider incorporating more visual aids in future modules.

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