Training Program Checklist

Many of these tasks can be delegated by the manager to the training specialist or the administrative staff.

Preparation Tasks

• Select dates for training workshop.
• Get necessary approval.
• Reserve training space.
• Select trainers and speakers.
• Organize workshop files.
• Make tentative lodging arrangements.
• Identify potential resource persons and special guests.
• Identify potential participants.
• Arrange for secretarial, administrative, and logistical support.
• Send invitations to participants(enclose program objectives).
• Send invitations to speakers, resource persons, and special guests.
• Send confirmation letter to participants with program summary, arrangements information (enclose travel information forms when necessary).
• Finalize lodging arrangements.
• Make arrangements for meals, refreshments.
• Order and prepare certificates.
• Arrange transportation for: airport, train, bus pickups, special events, field trips
• Order reading materials, such as relevant publications.
• Order training materials and supplies.
• Arrange for equipment.
• Prepare trainer/trainee manuals and handouts.
• Plan and organize opening ceremony.
• Arrange for press coverage and write press releases (if appropriate).
• Make room arrangements, including large conference room with adequate seating, smaller rooms for group work, adequate ventilation/ heating or air-conditioning if available, lighting, etc.
• Arrange for daily room clean-up.
• Prepare orientation packet with information on the area and training site.
• Preparing opening ceremony agenda, name tags, program schedule, participant list.
• Make sure evaluation forms are prepared.

Tasks to be Undertaken During the Program

• Monitor expenses in relation to established budgets.
• Maintain workshop files.
• Arrange to have administrative/logistics liaison person visit training site on regular basis.
• Prepare participant address list.
• Assist participants with departure arrangements.
• Arrange for daily administrative/ secretarial help for trainers.
• Optional: Arrange for group photo.

Post Program Tasks

• Meet with trainers and administrative/ logistical team to discuss problems and successes and give general feedback.
• Send thank-you letters to all those who helped with the program.
• Complete or update manuals for trainers and training reference library.
• Tabulate evaluation results.
• Draft, edit, and reproduce final report and recommendations.