Ask the Community
Groups
Training session checklist - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Now that you know how to <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938258" rel="noopener nofollow">create a basic checklist</a>, here is an example of a common industry checklist that you can create for an organization.</p> <h3 data-id="building-an-training-session-checklist">Building an Training Session Checklist</h3> <ol><li>Log in to your IT Glue account.</li> <li>Navigate to the organization you want to build a checklist for. <em>If you are creating this as a generic checklist for your team to use with multiple clients, you will want to create it inside your own organization.</em> <p><br><em><img src="https://us.v-cdn.net/6032361/uploads/migrated/BGBUX2R5VF5O/organizations-it-glue.png" alt="Organizations___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></em></p> </li> <li>In the left-hand menu, select <strong>Checklists</strong> and then click on <strong>+ New > Checklist</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/J9N74MBR8DSI/checklists-it-glue.png" alt="Checklists___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Use the below title, description, and tasks as a guideline for this Employee Onboarding Checklist. Feel free to adjust any of the information to better fit your business needs. <ul><li> <strong>Title -</strong> Training Session Checklist - [Subject/Topic]</li> <li> <strong>Description -</strong> All [company name] managers (or, administrators as delegated) are to refer to this checklist while preparing any internal or external training sessions/presentations/demos.</li> <li> <strong>Tasks -</strong> See below table<br><br><table style="width: 655px;"><tbody><tr style="background-color: DCDCDC;"><td><strong>Suggested Task Name</strong></td> <td><strong>Suggested task Description</strong></td> </tr><tr><td>Prepare training session email invite</td> <td> <ul><li>Identify required and optional attendees</li> <li>Provide date, time, and duration of meeting</li> <li>Provide session agenda</li> <li>Include any digital attachments needed to be pre-reviewed by attendees</li> </ul></td> </tr><tr><td>Confirm RSVPs and book meeting room</td> <td> <ul><li>Check that all required attendees have accepted</li> <li>Book meeting room large enough for all accepted parties plus a few optionals</li> <li>Ensure meeting room has a projector, speakers, and whiteboard</li> </ul></td> </tr><tr><td>Create presentation materials</td> <td> <ul><li>Refer to company branding standards for presentation slides template</li> <li>Print appropriate number of copies</li> </ul></td> </tr></tbody></table></li> </ul></li> </ol><p><em>Example of a fully built Training Session Checklist:</em></p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/CB3QVSI68W25/checklists-it-glue.png" alt="Checklists___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> <p>Related Items</p> <p>Feel free to check out our other examples of common industry checklists:</p> <ul><li><a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004934937-Workstation-deployment-checklist-" rel="noopener nofollow">Workstation Deployment Checklist</a></li> <li><a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004935217-Employee-onboarding-checklist" rel="noopener nofollow">Employee Onboarding Checklist</a></li> </ul><h3 data-id="n-a"> </h3> <p> </p> </article> </main>