Members-Only Templates & Tools

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Templates and Tools
Monday, March 18, 2024
Use this checklist to identify strategies to overcome challenging behaviors and situations before, during, and after a training.
Templates and Tools
Monday, March 11, 2024
Donald Kirkpatrick originally presented four levels of training evaluation. Jack Phillips proposed a fifth level, ROI. The levels presented in the document are not sequential and not of...
Templates and Tools
Monday, March 4, 2024
The better prepared you are for the initial meeting with the client, the more successful your project. An agenda will help structure the meeting.
Templates and Tools
Monday, February 26, 2024
Use these questions to ensure that the processes and policies of an organization are aligned to promote diversity, equity, and inclusion.
Templates and Tools
Tuesday, February 20, 2024
Use these checklists of best practices to engage your learners in formal learning settings, either face-to-face or in the virtual classroom
Templates and Tools
Monday, February 12, 2024
Use these tips when developing learning content for different delivery mechanisms and learning methodologies.
Templates and Tools
Monday, February 5, 2024
Our role as trainers in transferring learning to the job is dependent on many organizational factors, but there are things we can do before, during, and after training to set up...
Templates and Tools
Monday, January 29, 2024
Use this document to review advantages and challenges of each media option for a variety of audiences and stakeholders.
Templates and Tools
Monday, January 22, 2024
This tool contains three tables outlining accessibility considerations across three modalities. While it is not a comprehensive checklist, it can help you think in a comprehensive manner...
Templates and Tools
Tuesday, January 16, 2024
This tool provides guidelines on how to select and zero in on a stretch goal, as well as guidelines on how to communicate and monitor once a goal is selected.
Templates and Tools
Monday, January 8, 2024
It is important to first identify the information you need within your project management plan based on project scope and complexity. This checklist helps determine the sections that may...
Templates and Tools
Tuesday, January 2, 2024
Succession planning is a way your organization can ensure a sufficient source of possible leaders for the future. Use this toll to assess each position against the criteria of importance...
Templates and Tools
Thursday, December 28, 2023
To assist with starting the communication plan section of a Project Management Plan, this template provides a sample introduction and space for you to add your own projects communication...
Templates and Tools
Monday, December 18, 2023
Ensure you are following these best practices for delivering seamlessly with your co-facilitator, a SME, or your virtual producer.
Templates and Tools
Monday, December 11, 2023
Use this timeline to plan your effort. Note that many of the steps can be completed concurrently. Some of the items may already be in place. Use it to guide you through the order and to...
Templates and Tools
Monday, December 4, 2023
Use this tool to rate your project based on 11 questions across two categories, technology and level of mediation. Using the scores from the two categories you will then graph the total...
Templates and Tools
Tuesday, November 28, 2023
Use this template to create a snapshot of the project, its purpose, and the known constraints.
Templates and Tools
Monday, November 20, 2023
This tool will help in your Succession planning. It can be used to identify potential successors for each key position (sometimes called critical positions) in your organization.
Templates and Tools
Tuesday, November 14, 2023
To assist with starting the Risk Management Plan section of a Project Management Plan, this template provides a sample introduction and space for you to add your own project’s risk...
Templates and Tools
Tuesday, November 7, 2023
Use this checklist to ensure that you have asked all of the relevant questions before the start of a learning project.
1-20 of 262 Results