Self-Assessment Checklists

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JRC Training Solutions

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Here are three self-assessment checklists for planning, building, and installing training.

To provide some background, I define best practices as the optimum ways to perform a business process, or in this case, a training process/task. They are the means by which leading organizations have achieved top performance. They also serve as goals for other organizations striving for excellence.

Of course, there isn’t a single correct method of accomplishing a training task. Every organization, as well as individual business groups or units within an organization, has its own objectives, set of challenges, and unique style. As a result, training best practices should be viewed within the context of a company’s overall direction, strategy, and vision.

Self-Assessment Checklist #1: Best Practices for Planning Training
In our organization we:	Always	Sometimes	Never
Identify and attack the most important and most pressing training needs first	r	r	r
Link training programs, events, and objectives to key organizational goals	r	r	r
Lay out a game plan describing how training should be organized, structured, developed, and delivered	r	r	r
Get tangible and visible top management commitment and support for training	r	r	r
Decide up-front how we’re going to manage and staff the training development effort	r	r	r
Think about how to firmly integrate training with real-world, on-the-job activities	r	r	r
Are prepared to evaluate the effectiveness of training at multiple levels	r	r	r
Are clear that a motivational experience isn’t the same as real training	r	r	r

Self-Assessment Checklist #2: Best Practices for Building Training
In our organization we:	Always	Sometimes	Never
Pick the training development option which best suits the organization’s needs	r	r	r
Use a systematic, highly-structured instructional design process for training development	r	r	r
Incorporate core principles of adult learning into every training program	r	r	r
Base training development on meaningful performance objectives	r	r	r
Make a Design Document the cornerstone of training development	r	r	r
Pilot test the training as it is being developed, before going live	r	r	r

Self-Assessment Checklist #3: Best Practices for Installing Training
In our organization we:	Always	Sometimes	Never
Identify the right people to lead/ conduct training, including internal and external resources	r	r	r
Provide train-the-trainer sessions for those who have been identified to lead/conduct training	r	r	r
Keep expectations realistic and establish the appropriate conditions for success	r	r	r
Make sure the training site/physical facility is appropriate to our specific needs	r	r	r
Take advantage of the available technology, but don’t use more than we really need	r	r	r
Provide coaching/mentoring tools for effective training reinforcement	r	r	r