Excel Training Prep Checklist: 30-Minute Planning Guide

Excel Training Prep Checklist

30-Minute Planning Guide for Team Success

Planning a training session? This checklist helps teams prepare in 30 minutes, covering everything from setting expectations to post-training follow-up. The emphasis is on what happens after training – because one week of deliberate practice drives better results than the training session itself.

What's Included

  • Team Goals & Expectations – Clarify success criteria and identify problem areas before training starts.
  • Day-Before Logistics – Confirm attendance, test tech, prepare participant environment.
  • Session Prep – Start strong with clear learning objectives and real-world examples.
  • Post-Training Adoption – Follow-up office hours, immediate practice tasks, 2-week progress check.

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Learn More

For a deeper guide on preparing teams for Excel training, see Prepare Your Team for Excel Training.

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