Free Staff Training Task Checklist Template
Staff Training Task Checklist
Prepared by: [Your Name]
I. Onboarding Process
|
Task Name: |
Introduction to Company and Culture |
|
Objective: |
Familiarize new employees with company values, mission, and culture. |
|
Responsible Person: |
HR Manager |
|
Resources/Materials: |
Company handbook, welcome package |
|
Timeline/Deadline: |
Day 1 |
|
Status/Completion Check: |
|
II. Compliance Training
|
Task Name: |
Safety Protocols and Emergency Procedures |
|
Objective: |
Train employees on workplace safety and emergency response procedures. |
|
Responsible Person: |
Safety Officer |
|
Resources/Materials: |
Safety manual, emergency response guide |
|
Timeline/Deadline: |
Week 1 |
|
Status/Completion Check: |
|
III. Technical Skills Training
|
Task Name: |
Software/Tool Usage |
|
Objective: |
Teach employees how to use the necessary software or tools for their role. |
|
Responsible Person: |
IT Trainer |
|
Resources/Materials: |
Software manuals, video tutorials |
|
Timeline/Deadline: |
Week 2 |
|
Status/Completion Check: |
|
IV. Product Knowledge
|
Task Name: |
Product and Service Overview |
|
Objective: |
Ensure employees understand the products and services offered by the company. |
|
Responsible Person: |
Product Manager |
|
Resources/Materials: |
Product brochures, online product demos |
|
Timeline/Deadline: |
Week 2 |
|
Status/Completion Check: |
|
V. Customer Service Training
|
Task Name: |
Handling Customer Inquiries and Complaints |
|
Objective: |
Train employees on how to interact with customers and resolve issues professionally. |
|
Responsible Person: |
Customer Service Lead |
|
Resources/Materials: |
Customer service scripts, case studies |
|
Timeline/Deadline: |
Week 3 |
|
Status/Completion Check: |
|
VI. Performance Expectations and Feedback
|
Task Name: |
Setting Performance Goals and Expectations |
|
Objective: |
Clarify employee performance goals and how feedback will be provided. |
|
Responsible Person: |
Direct Supervisor |
|
Resources/Materials: |
Goal-setting templates, performance review schedule |
|
Timeline/Deadline: |
Week 4 |
|
Status/Completion Check: |
|
VII. Ongoing Training and Development
|
Task Name: |
Continuous Learning and Skill Enhancement |
|
Objective: |
Promote continuous development through workshops, webinars, or further training. |
|
Responsible Person: |
Training Coordinator |
|
Resources/Materials: |
Training calendar, course offerings |
|
Timeline/Deadline: |
Ongoing (Quarterly) |
|
Status/Completion Check: |
|
Overall Status:
-
All Tasks Completed
-
Tasks Pending
Trainer's Signature:
[Your Name]
[Review Date]
Employee's Signature:
Jackie Tillman
[Review Date]
