Template

Training session template

Teach one thing so that people can do it by the end — shown, tried, and checked.

60 minutesFor Trainers, team leads and anybody teaching colleaguesAgenda room
Change the agenda first

The agenda, with a time for each part

  1. What you will be able to do by the end4 min
    • What do you already know about this?
  2. Show it12 min
    • Watch me do it once, start to finish.
  3. Try it22 min
    • Now you do it. Where did you get stuck?
  4. What goes wrong10 min
    • What are the three mistakes everybody makes?
  5. Check8 min
    • Can you do it without me?
  6. Where to get help4 min
    • Where is this written down, and who do you ask?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

By the end. Everybody can issue a refund without asking a manager.

Stuck. Three people could not find the order number; it is on the second tab.

Check. Six of seven did it unaided. Lena pairs with the seventh tomorrow.

Running it well

Ways to change it

Thirty-minute refresherSkip the showing. Start with trying it, and teach only where people get stuck.
OnlinePeople share their screen in turn while they try it. Watching one person get stuck teaches the rest.

When to skip it. When a two-minute recording would do. Make the recording.

Questions

How do you structure a training session?

Say what people will be able to do, show it, let them try it, cover the common mistakes, check they can do it alone, and say where to get help.

How long should a training session be?

An hour at most for one skill. Longer than that, split it.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

SWOT analysis workshopStrengths, weaknesses, opportunities and threats — written by everybody, sorted together, and turned into three things to do.BrainstormLots of ideas first, judging second — and pictures drawn from what people say.Weekly sales meetingThe whole sales team, once a week: the number, what was won and lost, and one thing everybody gets better at.Sprint reviewAt the end of a sprint: show what was finished, hear what the people it is for think, and change what comes next.Decision meetingOne decision, the choices on the table, and a written record of what was chosen and why.Annual general meeting (AGM)The yearly meeting of members: the year's report, the accounts, the elections and the votes the rules require.Interview debriefAfter the interviews: each interviewer's view, written before the meeting, and a clear yes or no at the end.Career conversationNot this week's work: where the person wants to be in a few years, what is in the way, and one step to take next.

All 60 templates →

Try Meetful

Meetings that take their own notes

Free video meetings in the browser: every line of the transcript under the name of who said it, and the summary and action items when you hang up. Nothing to install — guests just open the link.

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