This form is designed to be downloaded or printed and used as a record-keeping log before and during the design phase of your training program. You can use this as is: it now has all the "Key Questions" listed in each of the Training Design Factors. Or, you can customize it to include questions of your own choosing. You will find many "Additional Questions" in each of the Training Design Factors as well.
Consider these questions to evaluate and prepare the appropriate training delivery method. In order to fully evaluate and select the best training delivery method, review all questions in each of the Training Factors.
Resources Factors |
Comments |
Instructor |
How many instructors are needed? |
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Will training be needed for instructors? |
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How much time will the instructor or presenter need to prepare to teach this training? |
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Is there travel involved for the instructor? Hotel costs? Meals? |
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Space/Location |
Is there existing space? Will it need to be changed in any way? |
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How much space is needed? How many rooms are needed? |
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Will learners be in one location only? |
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Will participants work in their own space/at their own computers? |
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Time |
How many hours is this training? |
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Will the training be taught in segments? (For example, will the training be taught in one-hour segments, once per week, for many weeks?) |
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Cost |
Will space need to be rented? |
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Is there an instructor on staff or will one need to be hired? |
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Is there a course designer on staff or will one need to be hired? |
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Will handouts, supporting documentation, and instructor materials be produced in-house or at a cost from a vendor? |
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Will existing software or computers be used as is, or will they need to be upgraded or purchased? |
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Subject Matter Expert (SME) |
Does the training require an expert in a field to provide information to the designer/trainer? |
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Is there someone in-house to provide subject expertise? |
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How much research might be needed to ensure the content will be relevant, timely, and up-to-date? |
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Equipment/Software/Technology |
Is new software needed to develop the training or materials? |
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Will existing software need to be upgraded? |
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What presentation equipment will be needed? (computers, video, microphones, TV) |
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What is the room setup? (tables, chairs, podium, slide screen, projector, etc.) |
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Are there complex installations requiring technical expertise? |
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Will participants need access to specific kinds of technology during this training? |
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Administrative Staff |
Who will help with copying, slide creation, technical support? |
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How will communication with participants be handled? |
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