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
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Set up access to required digital platforms and tools
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Verify hardware and software compatibility
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Share training schedule and objectives with the employee
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Confirm internet and device requirements
2. Introduction to Company Systems
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Overview of company’s digital systems (CRM, ERP, etc.)
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Introduction to internal communication tools (email, chat, video conferencing)
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Access to company knowledge base and resources
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Familiarization with security protocols and password management tools
3. Role-Specific Software Training
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Training on primary software used in daily tasks
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Overview of data entry and data management processes
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Basic troubleshooting for common software issues
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Guides for shared drives and project management tools.
4. Cybersecurity and Data Protection
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Training on identifying phishing emails and scams
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Introduction to company’s data protection policies
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Explanation of VPN usage and safe browsing practices
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Overview of secure file sharing methods
5. Digital Collaboration and Communication
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Introduction to remote collaboration best practices
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Training on virtual meetings (Zoom, Teams, etc.)
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Overview of time management and task tracking tools
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Guidelines for email etiquette and messaging protocols
6. Technical Support and Resources
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Access to IT support and troubleshooting resources
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Overview of company’s self-help and FAQs
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How to report technical issues or system downtime
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Contact information for further support
7. Compliance and Company Policies
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Overview of the company’s digital compliance requirements
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Review of remote work guidelines and expectations
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Training on company-specific legal and ethical standards
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Understanding of digital privacy policies and consent
8. Final Review and Evaluation
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Employee demonstrates understanding of tools and systems
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Review of any questions or challenges encountered during training
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Confirmation that all training objectives have been met
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Completion of training feedback survey
9. Post-Training Follow-Up
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Scheduled follow-up session for additional training or questions
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Set performance goals related to digital tools
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Ongoing access to support and resources for continued learning
