Training Event Checklist Template: Materials, Trainers & Participant Evaluation Management

Ensure your training events are impactful & seamless! This checklist covers everything from materials & trainer prep to participant feedback & evaluation - so you can focus on delivering a stellar learning experience. Download now & simplify your training event planning!

This Template was installed 5 times.

Pre-Event Planning & Logistics

1 of 8

Tasks related to initial planning, budget allocation, and securing necessary resources.

Estimated Budget

Event Date

Primary Venue Location

Event Theme (if applicable)

Event Type (e.g., Workshop, Seminar)

Venue Booking Confirmation Date

Training Materials Development & Review

2 of 8

Checklist items for creating, reviewing, and finalizing all training materials.

Outline of Training Content

Draft Presentation Slides

Content Reviewer Assigned

Content Review Deadline

Summary of Reviewer Feedback

Number of Revisions Required

Final Version of Training Manual

Trainer Management & Preparation

3 of 8

Tasks related to selecting, briefing, and supporting the trainers delivering the training.

Trainer Experience (Years)

Trainer Expertise Area

Trainer Briefing Notes

Trainer Presentation Materials

Trainer Rehearsal Date

Trainer Rehearsal Start Time

Trainer Feedback and Concerns

Venue & Technology Setup

4 of 8

Ensuring the physical space and technology are properly prepared for the training.

Venue Address

Internet Bandwidth (Mbps)

AV Equipment Delivery Date

Soundcheck Start Time

AV Equipment Required

Preferred Internet Provider

Venue Layout Diagram

Participant Communication & Enrollment

5 of 8

Tasks related to informing participants, managing registration, and handling inquiries.

Number of Registered Participants

Registration Deadline

Communication Method (Email/Phone)

Welcome Email Content

Promotional Flyer (for sharing)

Confirmation Email Sent?

Cancellation Requests Received

During Training Session Management

6 of 8

Items to ensure smooth operation during the training itself.

Start Time Confirmation

Participant Attendance Count

Current Location (for hybrid/multiple rooms)

Audio/Visual Equipment Status

Training Activities Completed

Notable Observations/Incidents

Participant Evaluation & Feedback

7 of 8

Tasks for gathering participant feedback and assessing the effectiveness of the training.

Overall Satisfaction (1-10)

Trainer Effectiveness

What did you find most valuable about the training?

What could be improved about the training?

Which topics would you like to see covered in future training?

Did the training meet your expectations?

Post-Training Follow-Up & Reporting

8 of 8

Actions to take after the training, including follow-up communication and reporting on key metrics.

Date of Final Report Submission

Number of Participants Who Completed the Training

Average Participant Satisfaction Score (1-5)

Overall Training Effectiveness Rating

Summary of Key Findings from Participant Feedback

Upload Final Training Report (PDF)

Recommendations for Future Training Improvements

Event Planning Management Solution Screen Recording

See our Event Planning Management Solution in action! This screen recording provides a quick overview of how to streamline your event planning, from budgeting and task management to vendor coordination and guest communication. Stop the chaos and start planning smarter.

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