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Training Operations Checklist — with sample entries

40+ tasks organized by timing, from one month before training to one week after. Enter O in the Done column and progress updates automatically. Separate sheets cover supplies and budget spending.

FormatExcel (.xlsx) — just swap in your company logo and approval box
What’s includedReady-to-use templates and fill-in guide
How to get itEnter your company, name, and email for an instant download plus a copy by email
CostFree

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Training Operations Checklist

Fields in this template

To-dos by timing: D-30, D-14, D-7, D-1, day of, D+1, D+7
Automatic progress calculation
Venue supplies checklist
Budget spending log (totals calculated automatically)

How to fill it in

Lock in the instructor, venue, and budget approval by D-30, and the rest is just confirmation.
Sending participants a final notice (schedule, location, what to bring, parking) at D-7 sharply cuts the number of calls on the day.
Take photos only with prior consent. For statutory mandatory training, photos and materials serve as proof of completion.
Finish the results report and training record entry within D+7, so improvements for the next session are documented.

Sample entries — view as a table

This excerpt comes from an example filled in for a fictional company, Hanbit Precision Co., Ltd. (auto parts manufacturing, 280 employees). The file contains the blank template first, followed by the full example. All amounts and figures in the example are assumed, for illustration only.

D-30 and D-7 to-dos (excerpt)

Timing	Category	Task
D-30	Planning	Confirm training purpose, audience, headcount, and hours
D-30	Planning	Confirm the instructor (or vendor) and finalize contract terms
D-30	Planning	Book the venue (internal meeting room or external space)
D-30	Planning	Budget approval sign-off
D-30	Planning	Company-wide training schedule announcement (first notice)
D-7	Review	Get the final slide deck from the instructor
D-7	Review	Print materials, name tags, and seating chart
D-7	Review	Request equipment (projector, microphone, laptop, Wi-Fi)
D-7	Review	Final notice to participants (schedule, location, what to bring, parking)
D-7	Review	Instructor arrival time, route, and parking directions
D-7	Review	Prepare attendance sign-in sheet and satisfaction survey

The file includes to-dos for D-14, D-1, the day itself, D+1, and D+7, plus a supplies list and a budget sheet.

Get the Training Operations Checklist (D-30 to D+7) template

FAQ

When should we start preparing for training operations?

Training with an external instructor is typically prepared a month ahead (D-30). This checklist splits the to-dos into seven points in time: D-30, D-14, D-7, D-1, the day itself, D+1, and D+7.

How is progress calculated?

Enter O in the Done column and the completion rate across all tasks appears automatically in the progress cell at the top. Mark tasks that don't apply with '-'.

Are the templates free?

Yes, they are free. Just leave your company name, name, and email to download the template you choose right away. We also email you the same file.

Can I edit the templates to match our company format?

Yes. You may replace the company logo and approval block and use the templates as your internal forms. Please just refrain from selling them elsewhere or redistributing them as they are.

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※ The statutory mandatory training cycles and tax rates are general guidelines to make drafting easier. They may vary by your company’s industry and size, so please check the underlying statutes and your company’s tax policy.