Agency training toolkit / Training handoff

Team training handoff template

When a training coordinator changes, use this worksheet to give the next person the essentials: what the team is learning, what has happened and what needs attention next. Print it or save it as a PDF for your handoff conversation.

A handoff covers the goal and team, progress and access, next actions and owners, and follow-up support. — Special Learning's handoff framework draws on the CDC's quality training standards for public health training developers, which include confirming a training goal, gathering learner feedback and providing follow-up support.

1. Goal and team

What is the training for? Which staff group is participating? Who is handing it over and receiving it?

Training goal and group:

Outgoing and incoming coordinators; handoff date:

2. Progress and access

Summarize group progress, the learning resources and where the authorized team can find access and records.

Current status and where to find materials:

Access or support questions to resolve:

3. Next actions and owners

List the next step, the person responsible and its due date. Include a decision still needed, if any.

Action / owner / due date:

4. Follow-up and support

When will the new coordinator check progress? How can staff get help or share feedback?

Review date, support contact and feedback plan:

Keep the handoff moving

Track group progress · Plan check-in dates · Explore the agency toolkit