Fillable Printable Training Checklist Template - University of New Mexico

Training Checklist Template - University of New Mexico

Training Event Checklist

• Target Audience is identified:____________________________________

• Assessment of Target Audience is completed and reviewed.

• Need/Purpose for training is clear:_______________________________

• Title of training is agreed upon:__________________________________

• Outcomes/Objectives are identified and agreed upon:

• ______________________________________________________________

______________________________________________________________

________________

• Costs have been projected, itemized, and approved.

CEU (Continuing Education Units) fees:

Equipment:

Marketing:

Materials/Supplies (books, worksheets, chart paper, markers, etc.)

Printing:

Refreshments/Meals:

Rent:

Speaker Fees:

Special Accommodations:

Travel:

Other:

• Dates and Times agreed upon with principal participants/organizations,

desired speakers and facility

(check for possible scheduling conflicts such as holidays,

vacations, established meeting times, etc.)

• Agenda created with topics and time allocations

• Speakers and trainers identified and confirmed. Collect necessary

documentation from these individuals

(i.e., resumes, short biographies, tax

ID# applicable licenses or certifications, presentation outlines, etc.),

give them

necessary forms for documentation and payment

(i.e., travel vouchers,

applications payment processes, etc.)

and receive specific instructions

regarding room set-up/furnishings and equipment/supplies/personal

needs

Handout #3

Author: Beverly A. Larzelere, University of New Mexico 2005

Supporting Diverse Customers to Employm ent Success Project, Community Support Alliance at the Center for Development and Disability,

University of New Mexico. Funded by the Employment and Training Administration of the US Department of Labor

Page 1 of 3

Training Event Checklist

• As applicable, CEUs (Continuing Education Units) application completed and

submitted to applicable college/university/continuing education division.

• List of responsibilities of all persons who will be part of the preparation is

prepared, communicated and dates for frequent check-in progress reported

are set.

• Prospective participant contact list is established and placed in database

for mailing labels and email communications.

• Registration Forms and/or marketing letters/fliers are mailed to prospect

participants with specified dates for response, requests for CEUs

(Continuing

Education Units)

and any special needs.

• Equipment and supplies needs and room set-up and furnishings (types of

tables and chairs) preferences solicited and received from speakers/trainers.

• Equipment and supply list are completed and arrangements confirmed.

 Microphones, audio speakers

 Lecterns and podiums

 VCR-TV

 Projection Screen

 Laptop Computer

 LCD Projector

 Overhead projector, extra light bulb

 Audio Tape and/or CD player

 Easels with specified charts (i.e. lined, squared, blank, adhesive strip etc.)



Check for special accommendations needed by speakers or participants

(i.e. large type, Braille typewriter, special hearing devices, ASL or ESL interpreters)

 Other:(i.e. stopwatch__________________________

• Training materials list is completed and necessary orders placed.

 Books, curriculums or other published materials ordered.

 Handouts received and copied.

 Presentation supplies such as binders, folders, pens, markers, charts,

paper, clips, masking tape, post-it notes, index cards, yardsticks, etc.

 Other:__________________________

• Additional supplies list is completed and supplies assembled.

 Name badges or name tents

 Sign-in forms

 Completion certificates

 Evaluati on forms

 Other:___________________________

Handout #3

Author: Beverly A. Larzelere, University of New Mexico 2005

Supporting Diverse Customers to Employm ent Success Project, Community Support Alliance at the Center for Development and Disability,

University of New Mexico. Funded by the Employment and Training Administration of the US Department of Labor

Page 2 of 3

Training Event Checklist

• Registrations received, collated and as applicable, payments documented.

Count changes made for supplies, food arrangement, etc.

• Payment deposits made and documented.

• Room set-ups as specified by speakers/trainers are confirmed with facility

coordinator.

• All facility arrangements are completed and confirmed.

• Participant names placed on name badges or name tents (as applicable).

• Participant packets are assembled (as applicable).

• All transferable equipment, supplies and materials are organized, boxed

and transported to facility.

• Registration table is set-up with necessary supplies.

• Last minutes before start-up time, check-in with speakers/trainers to

make sure all equipment, supplies, materials and room set-up is according to

specifications. Also, do a final check-out on food arrangements.

THE HAPPENING!!!

Training is being implemented—stay in touch with what is happening

and what spontaneous needs may arise from presenters or participants.

• Participant evaluations collected, summarized, and discussed.

• Debrief training impact—successes, pitfalls, and areas for improvement

and list suggestions for future follow-along.

• Complete any necessary or promised follow-along.

 Thank-you notes to speakers, volunteers, etc.

 Payments to vendors of services and supplies

 Payments to speakers/trainers for presentations, per-diem and travel

 Return any borrowed materials, furnishings, supplies, and equipment

 Follow-along notes to participants

Handout #3

Author: Beverly A. Larzelere, University of New Mexico 2005

Supporting Diverse Customers to Employm ent Success Project, Community Support Alliance at the Center for Development and Disability,

University of New Mexico. Funded by the Employment and Training Administration of the US Department of Labor

Page 3 of 3