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:	Pending Completed

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:	Pending Completed

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:	Pending Completed

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:	Pending Completed

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:	Pending Completed

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:	Pending Completed

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:	Pending Completed

Overall Status:

All Tasks Completed
Tasks Pending

Trainer's Signature:

[Your Name]

[Review Date]

Employee's Signature:

Jackie Tillman

[Review Date]

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