A training session plan is a road map of your lesson.
Imagine that you've just led your first-ever training session.
Unfortunately, it didn't go as well as you'd hoped.
First, you forgot several points in your presentation.
Then, you ran out of time to answer questions, because you had to alter your session "on the fly" to cover the points that you missed.
All in all, you're not sure that people learned what they needed to know, and you wish you'd had a clearer plan for the session.
In this article, we'll explain how to create a training session plan. We'll outline how to decide which topics you'll cover in your session, and we'll show you how you can use a simple template to plan it.
A training session plan – also called a learning plan – is an organized description of the activities and resources that you will use to guide a group toward a specific learning objective.
The training session plan details the subject matter that you will teach, how long each section should take, the methods of instruction for each topic covered, and the measures you will use to tell if people have learned what you needed them to learn.
It can be as simple as a brief outline, or more complex, with scripts, prompts, and lists of questions that you plan to ask.
It takes time to create an effective training session plan. However, you and your trainees will benefit from this preparation.
As you plan, you visualize each step of the class. This helps you ensure that you have prepared everything that you need to say, and that you present it in a logical order. You'll also be able to identify points that might be tricky for people to understand.
After your session, you can use your plan to work out what went well – and what didn't – so that you can adapt it for future lessons.
Last, a training session plan will be invaluable for a substitute instructor if you can't make it to class.
To develop a session plan, it's useful to use a standard training plan template. This helps you organize material consistently over sessions, and avoid duplicating topics.
You can download a lesson plan template here. Then, to plan your session, follow the steps below.
Your first step is to specify what you want your trainees to learn, and determine how you will measure this.
Think about these questions:
You can use the ABCD Learning Objectives Model to set a training objective that comprehensively addresses your learners' needs.
You should only have one or two learning objectives for each class. If you have more, you could have too much information to cover, and trainees may feel overwhelmed with information.
Your class will focus on a few central ideas or skills, but you'll need to explain related concepts to reach your learning objectives.
List your key topics and their related concepts, and then group them together – for example, using an Affinity Diagram – to show how they're connected.
Once you have a general idea of what you need to cover, draft a lesson outline. List all of the points that you need to cover in the order in which you'll cover them.
Use the 5 E Learning Cycle to link information to trainees' existing skills and knowledge. This will help them put it into a personal context, which, in turn, will help them retain it better.
Now, insert the information from your outline into your training plan template. Check back against your initial brainstorming document to make sure that you've covered everything that you need to say. Also, compare your template with your objectives for the session, to make sure that you'll achieve them.
Now think about how you will teach this material to your students. It's best to use several different presentation techniques to keep students engaged, and to appeal to people with different learning styles . (This is very important, because learning styles vary widely.)
Consider using these activities in your training session:
Once you've decided which training methods to use, note them in your template.
Now, think about when you'll check that students have understood key points. Build in learning checks and question-and-answer sessions, and include these in your template.
Also, consider how you will evaluate the session. You may want to use a formal measurement technique such as Kirkpatrick's Four-Level Training Evaluation Model , or you may want to create a simple on- or off-line questionnaire that will help you tell if the session has been successful.
Finally, think about the timing of your session. Some concepts or skills will take more time to master than others, so identify these up front, and allow students extra time to absorb or practice the material. Record the time that you will allocate for each concept or section on your training plan, and make sure that you've allowed plenty of time to focus on the core concepts.
You can use the same steps to create a plan for an online training session.
However, you'll want to allow extra time for learners to log in to the training platform, to ask questions about it, and to resolve any technical problems.
You’ll also need to include extra opportunities to check for comprehension, because it can be harder to see if students have fully understood the lesson when you're not in the same room as them. Ask frequent open-ended questions to confirm understanding.
The example below shows a completed training session plan.
Learning Objective: To teach new team members in a call center how to handle challenging customer calls more effectively.
|Key Points||Training Aids/Tools||Time||Learning Check|
|Open session: introduce tutor, outline structure, explain "housekeeping."||Handouts showing session structure||10 mins.||Confirm that students understand the session format.|
Employees need to be able to handle difficult customers confidently.
When customers feel that they haven't had a positive interaction, they are more likely to switch suppliers.
Recordings of positive and negative customer calls.
Circle activity: ask each trainee for a comment on the recordings. What words come to mind? How well are the recorded agents handling their calls?
Circle activity: ask each trainee to share a negative call that they've experienced as a customer, and to explain how they felt about it.
|30 mins.||Check that each trainee has given a response in all three activities.|
Run through the full call process:
Group activity: trainees discuss how to assess needs and information during the call.
Pair activity: use role play to practice difficult calls.
Check that trainees come up with a variety of realistic responses.
Ensure that each trainee demonstrates one successful interaction.
|Summarize practical methods of handling difficult callers||Group summary activity: students list the solutions that they found most effective, and why, on a flip chart.||30 mins.||Check that each group has at least three responses on their flip chart.|
|Wrap-up questions||Open question session||10 mins.||Check for questions.|
|Evaluation||Pass out questionnaires to evaluate the effectiveness of the session.||10 mins.||Collect a questionnaire from each trainee.|
A training session plan provides a useful format for thinking about the activities and resources you'll use to guide a group toward a learning objective.
To create an effective training session plan, take the following steps:
Step 1: Define your objectives.
Step 2: Clarify key topics and related concepts.
Step 3: Organize material.
Step 4: Plan presentation techniques.
Step 5: Include evaluation.
Step 6: Focus on timing.
Training session plans take time to create, but they ensure that the information you need to teach follows a logical sequence. This will help your students engage with it, and, ultimately, understand and retain it.
You can also use training session plans for online training sessions, although you'll need to allow extra time, and include extra learning checks, as it may be harder to gauge whether students have understood all of your points.
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