Process Training Kit Template

Teach any step-by-step process at work the same way every time: a how-to guide, five guided templates with prompts in every section, and a complete worked example.

Who it is for

• Small-business owners with no training person, who teach every new hire themselves.

• Managers and shift leads who were promoted for doing the job well and now have to teach it.

• Supervisors in the field who train crews on site, at the truck or at the station.

• L&D and HR professionals who want a ready structure for process training they can hand to subject experts.

The problem it solves

Most process training is one quick demonstration from a busy coworker. The new person nods, forgets half of it, and learns the rest by making mistakes in front of customers. Different trainers teach different shortcuts, and nobody can say for sure who is ready to work alone. This kit gives you a simple method (break it down, show it, do it together, watch them do it, check and sign off) and every file you need to deliver it, so anyone can teach the process correctly and you can prove who has learned it.

What is inside

How-to guide (PDF, 23 pages)

• How to use this kit (2 pages)

• Words used in this kit: plain-language meanings for every training term (1 page)

• The process training model (2 pages)

• Break the process into teachable steps, with a printable process breakdown worksheet and a worked example (3 pages)

• Plan the session and write the facilitator guide, including how SAY, DO, ASK and WAIT cues work (2 pages)

• Show it: demonstrate the process (1 page)

• Give practice: guided practice, solo practice, practice cases and feedback (2 pages)

• Check understanding and sign off (1 page)

• Build the job aid (1 page)

• Adapting the kit for other businesses: a clinic, a restaurant, a trades company and an office (2 pages)

• Common mistakes and how to fix them (1 page)

• Rolling it out: your first 30 days, plus a training tracker (1 page)

• Quality checklist before you teach (1 page)

• About the complete example (1 page)

Editable templates (Word and PowerPoint)

• Slide deck template with speaker notes (12 slides)

• Facilitator guide template with SAY, DO, ASK and WAIT cues (7 pages)

• Practice activity template: practice cases, role cards and observer checklist (6 pages)

• Job aid template (4 pages)

• Knowledge check template with answer feedback and an observed sign-off record (6 pages)

Complete example: processing a return at a retail store

• Every template filled in: slide deck (12 slides), facilitator guide (6 pages), practice activity (6 pages), job aid (2 pages), knowledge check and sign-off (6 pages)

How to use it

1. Read chapters 3 and 4 of the guide (about 30 minutes).

2. Fill in the process breakdown worksheet while doing or watching the process.

3. Write the job aid, then the practice cases and knowledge check.

4. Write the facilitator guide, then adapt the slides.

5. Run one practice session, fix what was unclear, and roll out with the 30-day plan.

When you are unsure what a section needs, open the completed example.

Formats and file types

• How-to guide: PDF (US Letter)

• Templates and example: editable Word (.docx) and PowerPoint (.pptx)

• Fonts: Fraunces and Nunito Sans (free Google Fonts); files open with standard fonts if they are not installed

• Licensed for use within your organization

Frequently asked questions