Free Digital Design Employee Training Checklist Template

Digital Design Employee Training Checklist

Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Date]

1. Pre-Training Preparation

  • Set up access to required digital platforms and tools

  • Verify hardware and software compatibility

  • Share training schedule and objectives with the employee

  • Confirm internet and device requirements

2. Introduction to Company Systems

  • Overview of company’s digital systems (CRM, ERP, etc.)

  • Introduction to internal communication tools (email, chat, video conferencing)

  • Access to company knowledge base and resources

  • Familiarization with security protocols and password management tools

3. Role-Specific Software Training

  • Training on primary software used in daily tasks

  • Overview of data entry and data management processes

  • Basic troubleshooting for common software issues

  • Guides for shared drives and project management tools.

4. Cybersecurity and Data Protection

  • Training on identifying phishing emails and scams

  • Introduction to company’s data protection policies

  • Explanation of VPN usage and safe browsing practices

  • Overview of secure file sharing methods

5. Digital Collaboration and Communication

  • Introduction to remote collaboration best practices

  • Training on virtual meetings (Zoom, Teams, etc.)

  • Overview of time management and task tracking tools

  • Guidelines for email etiquette and messaging protocols

6. Technical Support and Resources

  • Access to IT support and troubleshooting resources

  • Overview of company’s self-help and FAQs

  • How to report technical issues or system downtime

  • Contact information for further support

7. Compliance and Company Policies

  • Overview of the company’s digital compliance requirements

  • Review of remote work guidelines and expectations

  • Training on company-specific legal and ethical standards

  • Understanding of digital privacy policies and consent

8. Final Review and Evaluation

  • Employee demonstrates understanding of tools and systems

  • Review of any questions or challenges encountered during training

  • Confirmation that all training objectives have been met

  • Completion of training feedback survey

9. Post-Training Follow-Up

  • Scheduled follow-up session for additional training or questions

  • Set performance goals related to digital tools

  • Ongoing access to support and resources for continued learning

Checklist Templates @ Template.net