Free Digital Design Employee Training Checklist

Prepared by: [Your Name]
Company: [Your Company Name]
Date: [Date]
1. Pre-Training Preparation
Set up access to required digital platforms and tools
Verify hardware and software compatibility
Share training schedule and objectives with the employee
Confirm internet and device requirements
2. Introduction to Company Systems
Overview of company’s digital systems (CRM, ERP, etc.)
Introduction to internal communication tools (email, chat, video conferencing)
Access to company knowledge base and resources
Familiarization with security protocols and password management tools
3. Role-Specific Software Training
Training on primary software used in daily tasks
Overview of data entry and data management processes
Basic troubleshooting for common software issues
Guides for shared drives and project management tools.
4. Cybersecurity and Data Protection
Training on identifying phishing emails and scams
Introduction to company’s data protection policies
Explanation of VPN usage and safe browsing practices
Overview of secure file sharing methods
5. Digital Collaboration and Communication
Introduction to remote collaboration best practices
Training on virtual meetings (Zoom, Teams, etc.)
Overview of time management and task tracking tools
Guidelines for email etiquette and messaging protocols
6. Technical Support and Resources
Access to IT support and troubleshooting resources
Overview of company’s self-help and FAQs
How to report technical issues or system downtime
Contact information for further support
7. Compliance and Company Policies
Overview of the company’s digital compliance requirements
Review of remote work guidelines and expectations
Training on company-specific legal and ethical standards
Understanding of digital privacy policies and consent
8. Final Review and Evaluation
Employee demonstrates understanding of tools and systems
Review of any questions or challenges encountered during training
Confirmation that all training objectives have been met
Completion of training feedback survey
9. Post-Training Follow-Up
Scheduled follow-up session for additional training or questions
Set performance goals related to digital tools
Ongoing access to support and resources for continued learning
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The Digital Design Employee Training Checklist Template from Template.net is a fully customizable and editable solution to streamline employee training. With its easy-to-use format, you can quickly adjust tasks and deadlines to suit your team’s needs. Editable in our AI Editor Tool, this template helps you stay organized and efficient throughout the training process.
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