Staff Training Task Checklist
Prepared by: [Your Name]
I. Onboarding Process
Task Name: | Introduction to Company and Culture |
Objective: | Familiarize new employees with company values, mission, and culture. |
Responsible Person: | HR Manager |
Resources/Materials: | Company handbook, welcome package |
Timeline/Deadline: | Day 1 |
Status/Completion Check: | |
II. Compliance Training
Task Name: | Safety Protocols and Emergency Procedures |
Objective: | Train employees on workplace safety and emergency response procedures. |
Responsible Person: | Safety Officer |
Resources/Materials: | Safety manual, emergency response guide |
Timeline/Deadline: | Week 1 |
Status/Completion Check: | |
III. Technical Skills Training
Task Name: | Software/Tool Usage |
Objective: | Teach employees how to use the necessary software or tools for their role. |
Responsible Person: | IT Trainer |
Resources/Materials: | Software manuals, video tutorials |
Timeline/Deadline: | Week 2 |
Status/Completion Check: | |
IV. Product Knowledge
Task Name: | Product and Service Overview |
Objective: | Ensure employees understand the products and services offered by the company. |
Responsible Person: | Product Manager |
Resources/Materials: | Product brochures, online product demos |
Timeline/Deadline: | Week 2 |
Status/Completion Check: | |
V. Customer Service Training
Task Name: | Handling Customer Inquiries and Complaints |
Objective: | Train employees on how to interact with customers and resolve issues professionally. |
Responsible Person: | Customer Service Lead |
Resources/Materials: | Customer service scripts, case studies |
Timeline/Deadline: | Week 3 |
Status/Completion Check: | |
VI. Performance Expectations and Feedback
Task Name: | Setting Performance Goals and Expectations |
Objective: | Clarify employee performance goals and how feedback will be provided. |
Responsible Person: | Direct Supervisor |
Resources/Materials: | Goal-setting templates, performance review schedule |
Timeline/Deadline: | Week 4 |
Status/Completion Check: | |
VII. Ongoing Training and Development
Task Name: | Continuous Learning and Skill Enhancement |
Objective: | Promote continuous development through workshops, webinars, or further training. |
Responsible Person: | Training Coordinator |
Resources/Materials: | Training calendar, course offerings |
Timeline/Deadline: | Ongoing (Quarterly) |
Status/Completion Check: | |
Overall Status:
Trainer's Signature:
[Your Name]
[Review Date]
Employee's Signature:
Jackie Tillman
[Review Date]
Checklist Templates @ Template.net
