Facilitator Prep Checklist

Every check you need to run a training session well, from a week before to the day after, for sessions in a room and online, with the reason each check matters.

Who it is for

• Trainers who run sessions every week and want a reliable routine.

• Managers and shift leads who train their own staff a few times a year.

• Subject experts asked to lead a session for the first time.

• People who run small businesses and train their teams themselves.

• Producers and co-facilitators who support online sessions.

The problem it solves

Most problems in a training session start days earlier: an unclear invitation, a room set up in rows, an adapter that does not fit, an activity with missing cards, no follow-up afterward. This checklist puts every preparation step in order across six stages, marks each one In person, Online or Both, and explains why it matters, so you know what you can skip when time is short and what you cannot.

What is inside

• How to use it and the six stages (page 1; 1 page)

• Copyright and License (page 2; 1 page)

• Guide: every check, with why it matters (pages 3 to 5; 3 pages)

• Common mistakes and variations (page 6; 1 page)

• Checklist: in person (pages 7 to 8; 2 pages)

• Checklist: online (pages 9 to 10; 2 pages)

• Session details sheet and day-after notes (page 11; 1 page)

• Filled-in example (page 12; 1 page)

• Editable Word version of everything above (13 pages)

How to use it

1. Read the guide pages to see every check and why it matters.

2. Fill in the session details sheet a week before your session.

3. Print the checklist for your format, in person or online, and tick each check as you go.

4. Complete the day-after notes and keep them with your materials for next time.

Formats and file types

• Printable PDF (12 pages), US Letter.

• Editable Word file (.docx, 13 pages): add your own checks, names and dates.

Frequently asked questions