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Checklist of 5 Key Items for a Successful Training Session

Posted by Lynne Koltookian on 5/22/17 8:00 AM
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We have so many passwords to remember for all the various websites we use these days—I’ve found my mind exploding trying to retain them all! To make it easier, I’ve pledged to make a master list of all my passwords so I’ll never forget them. I also think, as professional corporate trainers, it’s a good practice to make a list of all the critical things we need to remember before we deliver a training session. This way we can be as close as possible to perfection in every class!


I have been a course leader for many years now and have put together a checklist that I’d like to share with you. These are my five favorite best practices to do before a training session:


Check yourself

  • Are you mentally prepared to teach? Maybe do some deep breathing or vocal exercises to calm yourself and gain           focus.
  • Did you get plenty of rest the night before? Create a ritual of relaxation to help you get adequate sleep the night               before you deliver a course.
  •  Did you eat a good breakfast? Good nutrition helps you focus and sustain your energy during a long training day! 
  • Are you ready to put your problems aside and give your class your best effort? 

Check your media

Check all audio-visual aids, projectors, electronics, and PC test regions before you begin your training session to ensure everything is working properly.


Check your audience facts 

Conduct a learner analysis to better understand the following questions: 

  • Who are you training?
  • What are their priorities?
  • Why are they attending training?
  • What do they want to learn?

    Check your course design

  • Are you aligning with adult learning principles?
  • Does the course have plenty of hands-on practice or is there too much lecture?
  • Do you have a variety of presentation and application methods in place to ensure learner engagement?

    Check your classroom

  • Is the room neat, clean, and ready for a new class?
  • Are all white boards clean?
  • Are previously used flipchart sheets discarded?
  • Are markers and all other materials nearby and ready for use?

    It’s impossible to remember everything we need to do, say, and think before we conduct a course, so it’s good practice to create your own checklists. The more organized you are beforehand, the better your instructional style will be in any classroom setting!

    Check out our Advanced Instructional Techniques workshop for more tools and checklists to help you facilitate interactive and engaging training sessions!

    I’d love to hear what you have on YOUR master checklist. Let me know in the comments section!


Ultimate Guide to Making Training Fun

Lynne has been a course leader with Langevin since 2007. She completed her Bachelor of Arts degree in Communications from Penn State University and a Master’s degree in Education from Boston University. After working many years in human resources and sales, Lynne transitioned into training, her true passion, where she’s been facilitating since 1994. Her training philosophy is simple—learning should be fun! The essence of a good instructor is someone who can make complex things easy to understand and fun to learn. In her free time, you’ll find Lynne cycling, hiking, downhill skiing, and scuba diving.

Tags: facilitation skills, instructional techniques, instructor-led training

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Our very own world-class course leaders share their experiences, tips, best practices, and expertise on virtual training, instructional design, needs analysis, e-learning, delivery, evaluation, presentation skills, facilitation, and much more!

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