Training session checklist

Now that you know how to create a basic checklist, here is an example of a common industry checklist that you can create for an organization.

Building an Training Session Checklist

  1. Log into your IT Glue account.
  2. Navigate to the organization you want to build a checklist for. If you are creating this as a generic checklist for your team to use with multiple clients, you will want to create it inside your own organization.


    Organizations___IT_Glue.png

  3. In the left-hand menu, select Checklists and then click on + New > Checklist.


    Checklists___IT_Glue.png

  4. Use the below title, description, and tasks as a guideline for this Employee Onboarding Checklist. Feel free to adjust any of the information to better fit your business needs.
    • Title - Training Session Checklist - [Subject/Topic]
    • Description - All [company name] managers (or, administrators as delegated) are to refer to this checklist while preparing any internal or external training sessions/presentations/demos.
    • Tasks - See below table

      Suggested Task Name Suggested task Description
      Prepare training session email invite
      • Identify required and optional attendees
      • Provide date, time, and duration of meeting
      • Provide session agenda
      • Include any digital attachments needed to be pre-reviewed by attendees
      Confirm RSVPs and book meeting room
      • Check that all required attendees have accepted
      • Book meeting room large enough for all accepted parties plus a few optionals
      • Ensure meeting room has a projector, speakers, and whiteboard
      Create presentation materials
      • Refer to company branding standards for presentation slides template
      • Print appropriate number of copies

Example of a fully built Training Session Checklist:

Checklists___IT_Glue.png

Related Items

Feel free to check out our other examples of common industry checklists:

 

 

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