Training Session Template

Meeting Prep Checklist

Preparation of the training content and materials.
Understanding the profile of the participants.
Setting the learning objectives for the session.
Deciding on the interactive and breakout exercises.
Planning for Q&A and feedback sessions.

Meeting Agenda Template

  • Introduction and overview of the training session.
  • Presenting the learning objectives for the day.
  • Detailed walkthrough of the subject material.
  • Interactive session to resolve queries and encourage participation.
  • Breakout sessions for group exercises.
  • Recap and summary of the learning points.
  • Feedback session to understand the effectiveness of the training.

Meeting Notes Template

  • Key points from the trainer's presentation.
  • Clarifications provided during the Q&A session.
  • Insights from interactive exercises.
  • Feedback provided by the participants.
  • Actionable points to improve the future training sessions.

Meeting Follow-up Checklist

Updating CRM with details of the training, participants and their feedback.
Sharing the notes and key learnings from the session with participants and relevant teams.
Updating the training material based on the feedback received.
Planning and scheduling for the next training session.
Sending a follow-up email to the participants to thank them for their participation.