Training Request Worksheet

Training Request Worksheet

To ensure an efficient process for developing effective training programs and modules, this worksheet is designed to help articulate specific training needs and goals. Completing all applicable fields with as much detail as possible helps to create and position training programs of all shapes and sizes to align with personal and organizational objectives. We look forward to working together soon!

General Information

Tell us a little about yourself.

First Name*

Last Name*

Email Address*

Agency or Organization *

Request Date

Target Audience

Identifying the people, groups, or teams we plan to engage with.

Who is the target audience?*

Who is this training intended for?

What are the core responsibilities of this group?

What does this group do?

Desired Behavior

Helping to envision the actions we want to see as a result of this training.

What do you want people to do as a result of this training?

What are the action items?

What do they need to know to do these things?

Support your action items with specifics.

What does success look like?

If the audience gets what they need, what do the results look like?

How do we measure success?

How do we measure positive results of successful training?

Background

Identifying foundational and historical information pertaining to this specific training content.

Has training on this topic been delivered before?

What was the format in the past? How effective was it?

Were people previously aware of these action items?*

Does this training reiterate known action items, or rather introduce new desired actions from the group?

Select

If the group is already aware of the action items, what barriers are stopping people from performing?

And how will this training resolve that issue?

If these are entirely new action items, do you anticipate any challenges or pushback with rolling them out?

And how can we work to alleviate potential resilience?

Relevance

What's the desired return on investment for this training content?

Why should the target audience care about this training?

And how is the desired behavior rewarded?

Why do you care about this training?

What is the business impact?

Logistics

Helping to identify the when.

What is the desired start date for this training?

What's the ideal rollout date?

How often does this target audience need to participate in this training?*

What frequency ensures successful adoption and resulting action?

Select

How often does this training require updating?*

What's the maintenance to ensure content is up to date and relevant?

Select

Stakeholders

Information to ensure we're all on the same page.

Have you engaged with all stakeholders associated with this training initiative?*

Successful training ultimately requires collaboration amongst all parties.

Select

Have all stakeholders agreed on the training content?*

Including information, direction, processes, and associated materials (where applicable).

Select

Additional Information

Info, notes, and additional details.

Please include any additional details that may contribute to designing awesome training content.

Feel free to upload files, docs, images, etc. relevant to this training initiative.

Drag and drop files here or

Send me a copy of my responses

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