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Free Checklist

Training Readiness Checklist

Everything to have in place before training day, so your session starts on time and your team gets the most from it. A practical, print-and-check resource from The Training Desk.

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Format: Printable PDF Length: 3 pages Cost: Free
Overview

The hour you lose to logins is the hour you never get back.

Most software training does not stumble because of the content. It stumbles because a login does not work, the software was not updated, or the room was not ready. The first hour disappears before anyone learns a thing.

This checklist walks you through everything to prepare in the weeks and days before training, from accounts and permissions to the room, the data, and the follow-up afterward. Work through it once and your session starts on time, every time.

What's inside

Eight sections, start to finish.

  • 1
    Before Training is Scheduled: goals, audience, format, and dates.
  • 2
    Technical Preparation: environment, connection, and a backup plan.
  • 3
    Software & Hardware Readiness: versions, updates, and devices.
  • 4
    User Preparation: welcome notes, pre-work, and expectations.
  • 5
    Training Room or Virtual Setup: space, materials, and early access.
  • 6
    Access & Permissions: accounts, passwords, and a tested login.
  • 7
    Data Preparation: practice records and protected live data.
  • 8
    Post-Training Follow-up: materials, feedback, and a check-in.
A manager preparing for a team training session
Who it's for

Anyone responsible for a team that's about to learn.

  • Managers rolling out new software to their team
  • Operations and office leads coordinating a training day
  • HR and L&D teams planning onboarding or upskilling
  • IT staff preparing accounts, devices, and access
  • Anyone bringing in a trainer and wanting the day to go smoothly
Free download

Get the Training Readiness Checklist

Print it, check the boxes, and share it with your team. No sign-up required.

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