0Planning An On-Site Training Seminar12:00:00 AM0M/d/yyyy010truefalsefalse2delete3/22/20093/29/200980days020010falsetruefalse3Identify Attendees3/5/20093/15/2009110days0010031013truetruefalse4Demographics of attendees.3/5/20093/15/2009110days2042010falsetruefalse5Identify Potential Vendors3/17/20093/21/200950days03010053115truetruefalse6Ask for referrals.3/17/20093/17/200910days4064015truetruefalse7Get a copy of the course outline.3/18/20093/18/200910days075115truetruefalse8Obtain instructors bio's.3/19/20093/19/200910days5086215truetruefalse9Get a preliminary cost estimate.3/17/20093/17/200910days097315truetruefalse10Are travel and expenses included?3/20/20093/20/200910days0108415truetruefalse11Number of attendees allowed?3/17/20093/18/200920days60119515truetruefalse12Are all materials included?3/21/20093/21/200910days701210610falsetruefalse13Select Vendor3/24/20093/24/200910days0080131415112113truetruefalse14Agree upon cost.3/24/20093/24/200910days801612010falsetruefalse15Complete Contract Requirements3/20/20093/24/200950days007517133115truetruefalse16Endorse training agreement.3/24/20093/24/200910days9018140115truetruefalse17Signatures on confidentially form.3/20/20093/20/200910days01915110falsetruefalse18Design & Development3/24/20093/27/200940days010055202122164118truetruefalse19Receive outline from vendor.3/24/20093/24/200910days023170118truetruefalse20Interview with course leader.3/25/20093/25/200910days0242526181118truetruefalse21Make any changes to the outline.3/26/20093/26/200910days027192118truetruefalse22Agree with vendor upon the final outline.3/27/20093/27/200910days1102820310falsetruefalse23Logistical Planning3/27/20094/1/200960days002029215123truetruefalse24Arrange for training site.3/27/20093/27/200910days12030220123truetruefalse25Plan lunch for attendees.3/27/20093/27/200910days031231123truetruefalse26Make hotel reservation for the trainer.3/29/20093/29/200910days13032242123truetruefalse27Plan for material shipment.3/30/20093/30/200910days14033253123truetruefalse28Arrange for participant's lunch.3/29/20093/31/200930days15034264123truetruefalse29Send reminder to participants.4/1/20094/1/200910days1603527510falsetruefalse30Seminar Delivery4/7/20094/7/200910days001036286130truetruefalse31Collect participant evaluations4/7/20094/7/200910days1703729010falsetruefalse32Follow-up4/6/20094/9/200940days0025383940307132truetruefalse33Distribute certificates.4/6/20094/6/200910days18041310132truetruefalse34Request vendor's summary report.4/7/20094/7/200910days19042321132truetruefalse35Inform department managers of their staff's participation.4/9/20094/9/200910days04333210falsetruefalse36Plan for next steps.4/10/20094/10/200910days00444546348136truetruefalse37Identify resources4/10/20094/10/200910days035010truefalsefalse1Project Note3/22/20093/29/200980days0100100010Training Director21Training Manager32Training Assistant11322233244255366377388399310103111131212313131141321513316142171521816219172201812118222183231932420125202262032721228222292333024331253322633327334283352933630237313383213932240323413334234243352443614536246363111422533644855116612771488169918101022111124121226131327141428151529161631171733181834191910Time: Project completed by . . .21Money: The project budget is . . .32Quality: The quality requirements are - Experienced Vendor, Experienced Facilitator, Professionally Designed Course Content, Alignment With our Strategic Initiatives and Core Competencies.43Deliverable: Off-the-Shelf or Customized Training?1Template created by Bob Blake, Trainers Direct blake@trainersdirect.com www.trainersdirect.com Training should always be aligned with your company's strategic initiatives and core competencies.2Level of education? Experience in their position? Other training attended?3Web resources: http:\\www.trainersdirect.com http:\\www.tregistry.com http:\\www.amanet.org4Be sure you call them!5Do they have experience training organizations similar to yours?6Skill based training sessions which include case studies and/or role plays achieve best results. Class size of 20 - 25-- information-based training sessions which do not include interactive activities can be larger.7If your organization has the capability to reproduce the materials, the course leader will likely reduce the cost of the training.8Delivery of skill based training, role plays and case studies included, will usually require an investment of $3,000 - $3,500 per day.9Be sure that you agree with the cancellation and postponement clauses.10This phase may take longer if you are developing customized course content.11Make sure it is what you agreed to.12Local hotel or internal training room?13Will your corporate rate save you money?14Trainer will need your shipping address and the name of a contact to send the materials to.15Any special requirements?16Consider banning cell phones and pagers from the seminar.17Do this on a daily basis, as well as at the end of the seminar.18Check spelling, titles, etc.19Make sure to get specific feedback, not just numbers on a graph.10Lack of Budget to Support Project21Ensuring the Quality of the Trainer32Trainer May Not be Available When we Need Them43If Training Time is Reduced due to Budget Constratints - Will We Still Meet our Performance Objectives54Will There be Enough Interest to Justify the Expense0