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Training Checklist Examples | How To Have An Effective Employee Training in 2024


Jane Ng 16 January, 2024 10 min read

Providing regular training programs is how organizations guarantee that their employees are equipped with the necessary and relevant skills to grow sustainably with the company. In addition, high-quality training programs are also a factor in attracting and retaining talent besides the salary or benefits of the company.

So, whether you are an HR officer just getting started with training or a professional trainer, you will always need a training checklist to ensure no mistakes along the route.

Today’s article will provide you with training checklist examples and tips on how to use it effectively!

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Training Checklist
Training Checklist Examples. Freepik

What Is A Training Checklist? 

A training checklist consists of a list of all the critical tasks that must be completed before, during, and after a training session. It helps to ensure that everything goes smoothly and that all necessary steps are executed to ensure the success of the training.

Training checklists are most often used during the onboarding process of new employees, when the HR department will be busy processing a lot of new paperwork, along with training and orientation for new employees.

Training Checklist Examples. Photo: freepik

7 Components Of A Training Checklist

A training checklist typically includes several key components to ensure a comprehensive, efficient, and effective training process. Here are 7 common components of a training checklist:

  • Training Goals and Objectives: Your training checklist should clearly outline the goals and objectives of the training program. What is the purpose of this training session? How will it benefit employees? What benefits will it bring to the organization?
  • Training Materials and Resources: List all materials and resources needed during the training, including information on handouts, presentations, audiovisual materials, and any other tools that will be used to facilitate learning.
  • Training Schedule: The training checklist has to provide the duration of each training session, including the start and end times, break times, and any other important details about the schedule.
  • Trainer/Training Facilitator: You should list the facilitators or trainers who will conduct the training sessions with their names, titles, and contact information.
  • Training methods and techniques: You can briefly use methods and techniques during the training session. It may include information about lectures, hands-on activities, group discussions, role-playing, and other interactive learning techniques.
  • Training Assessments and Evaluations: The training checklist should include assessments and evaluations to measure the effectiveness of the training. You can use quizzes, tests, surveys, and feedback forms to evaluate.
  • Training follow-up: Prepare steps after the training program to reinforce learning and ensure that employees have successfully applied the skills and knowledge gained during training.

Overall, a training checklist should include components that provide a clear roadmap for the training process, ensuring that all required materials and resources are available and can measure the effectiveness of the training program.

Training Checklist Examples. Image: freepik

Training Checklist Examples

Examples of training plans for employees? We’ll give you some checklist examples:

1/ New Hire Orientation Checklist – Training Checklist Examples

Looking for training checklist for new employees? Here is a template for a new hire orientation checklist:

TimeTaskDetailResponsible Party
9:00 AM – 10:00 AMIntroduction and Welcome– Introduce the new hire to the company and welcome them to the team
– Provide an overview of the orientation process and agenda
HR Manager
10:00 AM – 11:00 AMCompany Overview– Provide a brief history of the company
– Explain the company’s mission, vision, and values
– Describe the organizational structure and key departments
– Provide an overview of the company culture and expectations
HR Manager
11:00 AM – 12:00 PMPolicies and Procedures– Explain the company’s HR policies and procedures, including those related to attendance, time off, and benefits
– Provide information on the company’s code of conduct and ethics
– Discuss any relevant labor laws and regulations
HR Manager
12:00 PM – 1:00 PMLunch BreakN/AN/A
1:00 PM – 2:00 PMWorkplace Safety and Security– Explain the company’s safety policies and procedures, including emergency procedures, accident reporting, and hazard identification
– Discuss workplace security procedures, including access control and data security
Safety Manager
2:00 PM – 3:00 PMJob-Specific Training– Provide job-specific training on key tasks and responsibilities
– Demonstrate any tools or software relevant to the job
– Provide an overview of key performance indicators and expectations
Department Manager
3:00 PM – 4:00 PMWorkplace Tour– Provide a tour of the workplace, including any relevant departments or work areas
– Introduce the new hire to key colleagues and supervisors
HR Manager
4:00 PM – 5:00 PMConclusion and Feedback– Recap the key points covered in the orientation
– Collect feedback from the new hire on the orientation process and materials
– Provide contact information for any additional questions or concerns
HR Manager
Employee training checklist template – Training Checklist Examples

2/ Leadership Development Checklist – Training Checklist Examples

Here is an example of a leadership development checklist with specific timeframes:

TimeTaskDetailResponsible Party
9:00 AM – 9:15 AMIntroduction and Welcome– Introduce the trainer and welcome the participants to the leadership development program.
– Provide an overview of the program objectives and agenda.
9:15 AM – 10:00 AMLeadership Styles and Qualities– Explain the different types of leadership styles and the qualities of a good leader.
– Provide examples of leaders who exhibit these qualities.
10:00 AM – 10:15 AMBreakN/AN/A
10:15 AM – 11:00 AMEffective Communication– Explain the importance of effective communication in leadership.
– Demonstrate how to communicate clearly and effectively, including active listening and providing feedback.
11:00 AM – 11:45 AMGoal Setting and Planning– Explain how to set SMART goals and develop action plans to achieve them.
– Provide examples of effective goal-setting and planning in leadership.
11:45 AM – 12:45 PMLunch BreakN/AN/A
12:45 PM – 1:30 PMTeam Building and Management– Explain the importance of effective time management in leadership.
– Provide strategies for managing time effectively, including prioritization, delegation, and time blocking.
1:30 PM – 2:15 PMTime Management– Explain the importance of effective time management in leadership.
– Provide strategies for managing time effectively, including prioritization, delegation, and time blocking.
2:15 PM – 2:30 PMBreakN/AN/A
2:30 PM – 3:15 PMConflict Resolution– Explain how to effectively manage and resolve conflicts in the workplace.
– Provide strategies for handling conflict positively and productively.
3:15 PM – 4:00 PMQuiz and Review– Administer a short quiz to test the participants’ understanding of the leadership development material.
– Review the key points of the program and answer any questions.
Free Training Checklist Template – Training Checklist Examples

You can customize the columns to include additional details, such as the location of each task or any additional resources that may be needed. By preferring our training checklist examples, you can easily track progress and assign responsibilities to different members or departments.

If you are looking for structured on the-job training checklist, check out this guide: On-the-job Training Programs – Best Practice in 2024

Choose The Right Tool To Simplify Your Training Process 

Employee training can be a time-consuming and challenging process, but if you choose the right training tool, this process can be much simpler and more effective, and AhaSlides can be the best choice for you.

Here’s what we can bring to your training session:

  • User-friendly platform: AhaSlides is designed to be user-friendly and intuitive, making it easy for trainers and participants to use.
  • Customizable templates: We provide a customizable template library for various training purposes, which can help you save time and effort in designing your training materials.
  • Interactive features: You can use interactive features such as quizzes, polls, and a spinner wheel to make your training sessions more engaging and effective.
  • Real-time collaboration: With AhaSlides, trainers can collaborate in real time and make changes to training presentations on the go, making it easier to create and update training materials as needed.
  • Accessibility: Participants can access the training presentations from anywhere, anytime, by a link or a QR code. 
  • Data tracking and analysis: Trainers can track and analyze participant data, such as the quiz and poll responses, which can help trainers identify areas of strength and areas that may need further attention.
Training Checklist Examples
Giving and receiving feedback is an important process on how to train your staff effectively. Gather your coworkers’ opinions and thoughts with ‘Anonymous Feedback’ tips from AhaSlides.

Key Takeaways

Hopefully, with the tips and training checklist examples we provided above, you can create your own training checklist by checking out the above training checklist examples! 

By using a well-designed checklist and the right training tools, you can ensure that the training session is effective and that employees can acquire the necessary knowledge and skills to perform their job duties.

Frequently Asked Questions

What is the purpose of checklist in training employees?

Providing layout, organization, accountability, training tools for improvement, and keeping track of the flow to ensure the success of the training.

How do you create an employee training checklist?

There are 5 fundamental steps to create a new employee training checklist:
1. Provide basic information about your corporation and what the new employee needs to be trained.
2. Identify the training target suitable for the new employee.
3. Supply relevant materials, if needed, so the new employees can understand more about the company and their roles. Some examples of training materials are videos, workbooks, and presentations.
4. Signatures of the manager or supervisor and the employee.
5. Export the training checklist for new employees as PDF, Excel, or Word files to store.