Free Checklist Templates for Training

Training

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Employee Training Checklist

Pre-Day-1 Setup

Confirm role and reporting structure

Send the offer letter for e-sign

Provision software accounts

Day 1 — HR & Orientation

Complete I-9, W-4, and direct deposit

Walk through the employee handbook

Issue keys, fobs, and equipment

Tour the office and assigned properties

Software & Systems Training

Complete the PM software certification path

Practice rent posting and ledger adjustments

Run a sample work-order dispatch

Fair Housing & Compliance Training

Complete fair housing certification

Drill the service animal vs. pet conversation

Train on FCRA adverse-action procedure

Review state-specific deposit and notice rules

Shadowing & Practical Experience

Shadow a senior PM for a full week

Run a move-in inspection with the mentor

Process a real application end-to-end

Coordinate a vendor dispatch with COI check

30-Day Review & Sign-Off

Run the 30-day competency review

Schedule extended shadowing rotation

Hold the 90-day check-in

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Hotel Staff Training Checklist

Pre-Day-1 Setup

Confirm the new hire's role and department

Issue PMS and POS user accounts

Stage uniforms, name tag, and key fob

Capture I-9 and W-4 paperwork

Day 1 Orientation

Walk the property and back-of-house

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Manufacturing Employee Training Checklist

Safety and OSHA Training

Complete HazCom and SDS training

Run through LOTO procedure on assigned machine

Fit-test and issue PPE

Walk emergency evacuation routes

Determine if powered industrial truck training is required

Complete forklift classroom and practical evaluation

Quality Fundamentals

Review the QMS and document control basics

Practice reading drawings and GD&T callouts

Demonstrate calipers, micrometer, and pin gauge use

Walk the NCR and tag-out segregation process

Machine and Process SOPs

Review the work order and traveler

Shadow setup and changeover on assigned cell

Run a first-article inspection with quality

Practice in-process sampling per the control plan

Walk the shift handover and end-of-shift logging

Role-Specific Compliance

Identify the regulated scope of this role

Complete AS9100 FOD and counterfeit-parts training

Complete the hazardous waste generator briefing

Sign training records and acknowledgments

Sign-Off and Release to Production

Run the supervised qualification piece

Schedule re-training on weak areas

Update the skills matrix and release to shift

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Manufacturing Employee Training Checklist

Orientation and Plant Onboarding

Review job description and shift expectations

Issue PPE and verify fit

Tour the facility and review emergency exits

Capture training plan role

OSHA-Required Safety Training

Deliver HazCom and SDS training

Train on Lockout/Tagout procedure

Cover machine guarding and emergency stops

Document completion of safety modules

Equipment-Specific Qualification

Run setup and first-piece on assigned machine

Train on work instructions and visual aids

Complete forklift certification per 1910.178

Sign off on machine qualification

Quality and Traceability Training

Walk through in-process inspection and AQL sampling

Train on lot and traceability capture

Cover NCR and andon escalation

Verify gauge use on assigned inspection tools

Ongoing and Refresher Training

Schedule 30-day check-in with supervisor

Cross-train on adjacent work center

Deliver annual LOTO and HazCom refresher

Update skills matrix and ECN training log

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Product Knowledge Training Checklist

Product Specifications

Review the SKU-level spec sheet

Compare features against the top two competitors

Read the warranty and RTV terms

Schedule a follow-up warranty review with the department manager

Demonstration Practice

Shadow a senior associate on the floor

Role-play product demos with the trainer

Build the top-ten FAQ card

Brand and Assortment Knowledge

Walk through the brand story binder

Identify the core customer personas

Subscribe to brand and product release updates

Competitor Positioning

Visit two competitor stores within trade area

Log current competitor promotions

Review competitor reviews on Google and Yelp

Selling Techniques

Learn the store's add-on attach script

Review the discount and price-match policy

Practice the storytelling pitch on three hero SKUs

Customer Handling on the Floor

Run an active-listening exercise with the trainer

Walk through the complaint and return de-escalation flow

Complete a graded mystery-shop with the trainer

Schedule a retraining block before solo shifts

Manager Sign-Off

Store manager signs off on training completion

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Retail Employee Training Checklist

Orientation and Onboarding

Complete I-9 and W-4 paperwork

Confirm E-Verify status if required

Walk the store and back-of-house

Introduce the new hire to the team

Capture employee profile details

Product Knowledge and Inventory

Walk the planogram with the visual merchandiser

Review top SKUs and seasonal merchandise

Train on the inventory system

Practice a cycle count on one fixture

Customer Service and Selling

Role-play the greet, assist, and close

Cover loyalty enrollment and add-on selling

Walk through the difficult-customer playbook

Health, Safety, and Loss Prevention

Review the OSHA safety basics

Walk the shoplifting and ORC response

Run the fire and emergency drill

Confirm whether the role makes age-restricted sales

Complete the age-verification training

POS and Cash Handling

Run practice transactions on the POS

Open and close a cash drawer

Process a return, exchange, and gift card

Pick and stage a BOPIS order

Policies and Sign-Off

Review the employee handbook

Walk meal and rest break rules

Cover anti-harassment and anti-discrimination

Sign the policy acknowledgment

Schedule the 30-day check-in

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Retail Employee Training Checklist

Pre-Day-1 Setup

Confirm I-9 and W-4 are on file

Run E-Verify if state requires

Capture role and primary location

Provision POS login and timeclock PIN

Day 1 Orientation

Walk the store and back-of-house

Review the employee handbook

Sign the employee discount and conduct policy

Review the meal and rest break schedule

Issue name tag, uniform, and locker

POS and Cash Handling

Train on the POS sales workflow

Practice EMV, contactless, and gift card tenders

Walk through the refund and exchange policy

Demonstrate drawer count to start-of-shift float

Run a supervised X-report and cash drop

Sales Floor and Product

Shadow a senior associate for one shift

Walk the current planogram and end-caps

Complete product knowledge module for top categories

Practice BOPIS pick and curbside hand-off

Enroll a customer in the loyalty program

Safety and Loss Prevention

Review the shoplifting response policy

Demonstrate EAS tag deactivation at checkout

Walk the emergency exits and fire extinguishers

Train on safe lifting and ladder use

Locate the SDS binder and spill kit

Role-Specific Certifications

Identify which certifications the role requires

Complete state alcohol seller-server certification

Complete tobacco and age-restricted sales training

Complete forklift operator certification

30-Day Sign-Off

Hold the 30-day manager review

Confirm certifications and training records filed

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Skills Development Checklist

Baseline Assessment and Plan

Identify the employee's primary role

Score current skills against the role rubric

Confirm state licensing and CE status

Technical Skills Development

Complete underwriting fundamentals coursework

Train on the agency management system

Practice rating in the agency rating engine

Walk through a FNOL-to-reserve claim cycle

Complete cybersecurity awareness training

Customer Service Enhancement

Role-play three policyholder coverage calls

Practice recorded-statement disclosure language

Train on conflict resolution for claim disputes

Shadow a renewal review with the account manager

Regulatory and Compliance Training

Review state non-renewal and cancellation windows

Complete OFAC screening procedure training

Study the prompt-pay statutes for licensed states

Complete AML and anti-fraud module

Walk through producer commission disclosure rules

90-Day Review and Sign-Off

Conduct the 90-day skills reassessment

Build a 30-day remediation plan

Sign off and file the development record

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Training Evaluation Checklist

Learning Objectives Review

Map objectives to producer or adjuster competencies

Identify the CE credit type and hours

Confirm objectives are measurable

Communicate objectives to learners pre-session

Content and Materials Review

Verify accuracy of cited regulations and forms

Check inclusion of line-specific case studies

Confirm WCAG accessibility for the LMS module

Attach the final content package

Trainer and Delivery Assessment

Verify trainer credentials and active licensing

Observe a live or recorded session

Score the trainer against the rubric

Participant Engagement Review

Capture attendance and seat-time per learner

Review knowledge-check quiz pass rates

Distribute the post-session learner survey

Summarize survey themes and free-text comments

Outcomes and Follow-Up

Measure on-the-job application at 30 days

Compare KPIs to pre-training baseline

Schedule remediation for underperforming learners

File CE attendance with state DOI via Sircon

Sign off on the training evaluation record

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Training Materials Checklist

Audience and Curriculum Scoping

Identify target roles and their job tasks

Confirm CE credit applicability for the audience

Define measurable learning objectives

Draft the curriculum outline and module sequence

Assign SMEs and reviewers by line of business

Compliance and Regulatory Review

Map content to state DOI CE filing requirements

Cross-check against NAIC models and NYDFS Part 500

Add required disclaimers and producer E&O language

Route through compliance and legal review

Revise content and resubmit for compliance review

Schedule the annual regulatory refresh review

Instructional Design

Apply the ADDIE model to module structure

Build scenarios from real ACORD forms and claim files

Design knowledge checks tied to each objective

Create job aids for forms and rating workflows

Build the final assessment with pass threshold

Delivery Platform and Technology

Configure the LMS course shell and SCORM package

Test browser, mobile, and screen-reader compatibility

Configure CE credit reporting to NIPR

Stage delivery to a pilot cohort

Monitor LMS analytics and completion telemetry

Pilot, Evaluation, and Release

Run the pilot cohort and capture feedback

Collect Kirkpatrick Level 1 and 2 data

Revise content based on pilot gaps

Release to the full audience after final sign-off

Schedule the annual content refresh

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Training Needs Assessment Checklist

Strategic and Regulatory Drivers

Confirm carrier appointments and lines of business

Map state CE requirements by producer

Identify mandatory compliance training for the cycle

Determine if NYDFS Part 500 training applies

Review prior cycle training outcomes

Role and Competency Assessment

Survey CSRs and account managers on skill gaps

Interview underwriting and claims leads

Audit a sample of recent submissions and FNOLs

Score performance reviews against role competencies

Identify internal subject-matter experts

Training Plan Design

Prioritize topics by risk and exposure

Choose delivery method per topic

Set measurable objectives per program

Draft the cycle training calendar

Budget and Approval

Estimate per-program and per-seat costs

Present the plan for executive sign-off

Revise and resubmit the plan

Block participant time on the calendar

Plan post-training reinforcement

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