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Agency training toolkit
Planning staff training? Start with the question you need to answer today. These free tools help you identify needs, compare options, support learning and review what happened.
1. Understand the need
Ask staff what they need to learn and what might make training easier to use. A process, staffing or technology change may also be part of the solution.
- Team training needs survey — copy seven questions for your team.
- Team training plan — fill in a goal, practice and follow-up plan.
2. Choose training and plan costs
Compare the learning fit, access period and total cost before deciding.
- Training quote comparison — compare up to three quotes using your own numbers.
- Evaluate a training trial — use prompts and notes to review a trial with your team.
- Team training budget calculator — estimate the Level 1 group course price for your learner count.
- Level 1 group course guide — explore the course and its group offer.
3. Support learning and follow up
Choose a schedule and support that fit your staff and organization.
- New staff training checklist — print a checklist for onboarding.
- 90-day training rollout — adapt a suggested plan to your team.
- Training checkpoint planner — download example 30-, 60- and 90-day check-in dates as calendar events.
4. Review progress and improve
Look at participation alongside staff feedback and opportunities to apply learning.
- Training progress tracker — record group counts and plan a learning check.
- Team training debrief — use five questions to guide a team discussion.
- Agency credential checklist — organize credential tracking.
Bring the decision to a meeting
Use a printable 25-minute agenda to compare options and assign a next step.
Estimate staff time and training costs
Include staff learning hours, course fees and other costs in one estimate.
Hand off a training plan
Use a printable worksheet to transfer progress, next actions and support to a new coordinator.