Appendix B: Worksheets for Planning and Implementing a Training Session
Trainer Skills Checklist
Training Assessment Worksheet
Questions to Help Define Appropriate Training Plans
Sample Training Plan Template
Training Plan Worksheet
Developing Appropriate Goals and Objectives Worksheet
Think about your own skills as a trainer then read through the
following statements.
Determine if the statements you feel describe your strengths or if
they describe areas where you'd like to improve. Think about one or
two things you could do to build on your strengths to address areas
that need improvement.
You know yourself. You are confident and fully prepared. You
are just nervous enough to keep alert.
You know your subject matter. You have studied your topic and
have experienced the events about which you speak.
You know your audience. You respect and listen to the
participants. You call them by name, if possible.
You are neutral and non-judgmental. You validate everyone's
experience and their right to individual perspectives. You respect
differences of opinion and lifestyle.
You are culturally sensitive. You are aware that your own
views and beliefs are shaped by your cultural background just as
your participants' cultures shapes their perspectives.
You are self-aware. You recognize your own biases and
"hot-buttons" and act in a professional manner when your
"hot-buttons" are pushed.
You are inclusive. You encourage all participants to share
their experiences and contribute to the group learning
process.
You are lively, enthusiastic, and original. You use humor,
contrasts, metaphors, and suspense. You keep your listeners
interested and challenge their thinking.
You use a variety of vocal qualities. You vary your pitch,
speaking rate, and volume. You avoid monotones.
You use your body well. Your body posture, gestures, and
facial expressions are natural and meaningful, reinforcing your
subject matter.
You make your remarks clear and easy to remember. You present
one idea at a time and show relationships between ideas. You
summarize when necessary.
You enhance with illustrations. You use examples, charts,
visuals, and audio aids to illustrate your subject matter.
You understand group dynamics, and the stages all groups go
through.You are comfortable with conflict resolution.
You are flexible. You read and interpret your participants'
responses-verbal and nonverbal-and adapt your plans to meet their
needs.You are in charge without being overly controlling.
You are open to new ideas and perspectives. You are aware that
you don't know all the answers. You recognize that you can learn
from participants as well as offer them new knowledge or
perspectives.
You are compassionate. You understand that much of the
material may have an emotional impact on the participants. You are
empathetic and understanding about participants' emotional
reactions.
You are interested in evaluating your work. You encourage
co-trainers and participants to give feedback.
Think about one or two steps you can take to improve your skills
as a trainer.
This worksheet will help you conduct a needs assessment
for each training you are planning.
What information do you need in order to design an effective
training? (Logistics, content, format, etc.)
What do participants already know about the topic?
What experiences or insights related to the topic do participants
already possess?
What do participants believe are the challenges or barriers
related to the issue? (For example, why do they think people do not
avail themselves of colorectal screening services?)
What do participants hope to gain from the training? (This
includes new knowledge, skills, resources, etc.)
What do participants desire regarding the logistics of the
training?
Which is the most effective assessment strategy for your
audience?
E-mail survey
Fax-back survey
Mail survey
Telephone survey
In-person interview
Focus group
This worksheet will help you prepare your plan, goals, and
objectives for each training you are planning.
Who are your participants?
What is their educational level?
What is their experience and skill level?
What gender and age are they?
Are they employed?
What kind of work do they do?
Do they work together?
What is their literacy level?
How many will there be? (approximately)
When will you conduct the training?
What day of the week?
What time of day?
What time of the year?
How long will the session be?
What will be the length of the entire program?
How much time is there for recruitment?
Where will you conduct the training?
What is needed?
What size room is needed?
What equipment is available?
What other supplies are needed?
Location
Is the location accessible?
Is the location easy to find?
Can it be reached by public transportation?
Is there safe parking?
Is it handicap accessible?
Is it a place that does not have negative connotations
forintended participants? (e.g., some places are associated with
poor service or indigent care which may make some participants
uncomfortable)
What will the training involve?
What will be the content of the training plan?
What training tools will be needed?
What participant materials and resources will be needed?
Will there be advance work for participants?
What is the purpose of the training?
What changes in knowledge, attitudes, behaviors, and skills
are you hoping to accomplish through the training?
What are the goals and objectives of the training?
How will you do it?
How will you enroll people for the training? (Some possible
recruitment strategies include flyers, PSAs on TV and radio, ads
in newspapers and newsletters, and word of mouth.)
How will you engage participants?
How will you get feedback or evaluate the effectiveness of
your training?
Time and
materials
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This worksheet will help you plan a training.
Goal:
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Objectives
"At the end of the workshop participants should be able
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What content is needed to meet the objectives
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What strategies are needed to deliver the content (list 1
strategy) and regulate the energy flow
(icebreakers,energizers)
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How much time should be allotted each strategy
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Worksheet for your training:
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The goal for my training is____.
The changes I want to see as a result of my training
are____.
Increase in knowledge____.
Newly acquired skills____.
Changed attitudes (e.g., more compassionate, etc.)____.
Increased proficiency in existing skills____.
Based on the above, the most appropriate objectives for my
training are____.
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