1

Needs Analysis

1

3/5/07

3/5/07

2

Develop a needs analysis

1

3/5/07

3/5/07

Training manager

3

Identify Likely Attendees

1

3/6/07

3/6/07

Training manager

4

Demographics of attendees

1

3/6/07

3/6/07

Training manager

Level of education, experience in their position? Other trainings attended?

5

Identify Potential Vendors

7

3/7/07

3/15/07

Training assistant

Web resources

6

Ask for referrals

1

3/7/07

3/7/07

Training assistant

Be sure you call them

7

Get a copy of the course outline

1

3/8/07

3/8/07

Training assistant

8

Obtain instructors' resumes

1

3/9/07

3/9/07

Training assistant

Do they have experience training organizations similar to yours?

9

Get a preliminary cost estimate

1

3/12/07

3/12/07

Training assistant

10

Check whether travel and expenses included

1

3/13/07

3/13/07

Training assistant

11

Check number of attendees allowed

1

3/14/07

3/14/07

Training assistant

Skill based training sessions which include interactive activities can be larger.

12

Check whether materials are included

1

3/15/07

3/15/07

Training assistant

If your organization has the capability to reproduce the materials, the course leader will likely reduce the cost of the training.

13

Select Vendors

1

3/19/07

3/19/07

Training director, Training manager, Training assistant

14

Agree on cost

1

3/19/07

3/19/07

Training manager

Delivery of skill based training, role plays and case studies included, will usually require an investment of $3,000 - $3,500 per day

15

Complete Contract Requirements

2

3/19/07

3/20/07

Training manager

16

Endorse training agreement

1

3/19/07

3/19/07

Training manager

Be sure that you agree with the cancellation and postponement clauses.

17

Get confidentially form signed

1

3/20/07

3/20/07

Training manager

18

Design & Development

4

3/21/07

3/26/07

Training director, Training manager, Training assistant

This phase may take longer if you are developing customized course content.

19

Receive seminar outline from vendor

1

3/21/07

3/21/07

Training assistant

20

interview with course leader

1

3/22/07

3/22/07

Training director, Training manager, Training assistant

21

make any changes to outline

1

3/23/07

3/23/07

Training manager

22

Approve on the final outline

1

3/26/07

3/26/07

Training manager

Make sure it is what you agreed to.

23

Logistical Planning

6

3/27/07

4/3/07

Training assistant

24

Arrange for training site

1

3/27/07

3/27/07

Training assistant

Local hotel or internal training room?

25

Plan lunch for attendees

1

3/28/07

3/28/07

Training assistant

26

Make hotel reservation for the trainer

1

3/29/07

3/29/07

Training assistant

Local hotel or internal training room?

27

Plan for material shipment

1

3/30/07

3/30/07

Training assistant

Trainer will need your shipping address and the name of a contact to send the materials to.

28

Arrange for participant's lunch

1

4/2/07

4/2/07

Training assistant

Any special dietary requirements?

29

Send reminder to participants

1

4/3/07

4/3/07

Training assistant

onsider banning cell phones and pagers from the seminar.

30

Seminar Delivery

1

4/4/07

4/4/07

Training manager

31

Collect participant evaluations

1

4/4/07

4/4/07

Training assistant

Do this on a daily basis, as well as at the end of the seminar.

32

Follow-up

3

4/5/07

4/9/07

Training director, Training manager, Training assistant

33

Distribute certificates

1

4/5/07

4/5/07

Training assistant

Check spelling, titles, etc.

34

Request vendor's summary report

1

4/6/07

4/6/07

Training manager

Make sure to get specific feedback, not just numbers on a graph.

35

Inform department managers of their staff's participation

1

4/9/07

4/9/07

Training manager

36

Plan For Next Steps

1

4/10/07

4/10/07

Training director, Training manager, Training assistant

37

Identify resources

1

4/10/07

4/10/07

Training director