Training Instructor Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Training Instructor. We’ll look at the employee onboarding process/steps you can add to your own reusable Training Instructor checklist.

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Training Instructor Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Training Instructor starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Education onboarding experience or just need an onboarding checklist for your new Training Instructor, you’re in the right place. We’ve put together a sample Training Instructor onboarding checklist below and have created onboarding templates & resources to help.

Training Instructor Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new training instructor with an overview of the company’s culture, values, and mission. This helps them understand the organization’s goals and align their training methods accordingly. The HR department or a designated company representative typically performs this task.

2. Familiarization with training materials and curriculum: The new training instructor should be provided with access to all relevant training materials, including manuals, presentations, and online resources. They should be given time to review and familiarize themselves with the curriculum to ensure they can effectively deliver the training sessions. The training department or a senior training instructor may assist in this task.

3. Introduction to the learning management system (LMS): If the company utilizes an LMS for training delivery and tracking, the new training instructor should receive training on how to navigate and utilize the system. This includes understanding how to upload and manage training content, track learner progress, and generate reports. The IT department or a designated LMS administrator typically performs this task.

4. Shadowing experienced training instructors: To gain practical insights into the training process, the new training instructor should have the opportunity to shadow experienced instructors. This allows them to observe training sessions, understand instructional techniques, and learn how to effectively engage learners. Senior training instructors or designated mentors within the training department typically perform this task.

5. Introduction to company policies and procedures: It is crucial for the new training instructor to be familiarized with the company’s policies and procedures, including those related to training delivery, learner management, and administrative tasks. This ensures compliance and consistency in training practices. The HR department or a designated company representative typically performs this task.

6. Training on classroom management and facilitation skills: To enhance their instructional abilities, the new training instructor should receive training on classroom management techniques, facilitation skills, and effective communication strategies. This helps them create an engaging and conducive learning environment for learners. The training department or a designated senior training instructor typically performs this task.

7. Introduction to learner assessment and evaluation methods: The new training instructor should be trained on various assessment and evaluation methods to measure learner progress and effectiveness of training programs. This includes understanding how to design assessments, grade assignments, and provide constructive feedback to learners. The training department or a designated senior training instructor typically performs this task.

8. Familiarization with technology and audiovisual equipment: If the training instructor will be utilizing technology and audiovisual equipment during training sessions, they should receive training on how to operate and troubleshoot such equipment. This includes projectors, interactive whiteboards, microphones, and other relevant tools. The IT department or a designated technical support staff typically performs this task.

9. Introduction to learner support services: The new training instructor should be introduced to the learner support services available within the company, such as tutoring, counseling, or accessibility services. This ensures they can refer learners to the appropriate resources when needed. The training department or a designated learner support services coordinator typically performs this task.

10. Review of safety and emergency procedures: It is essential for the new training instructor to be aware of safety protocols and emergency procedures within the company. This includes understanding evacuation plans, first aid procedures, and reporting incidents. The HR department or a designated safety officer typically performs this task.

11. Introduction to professional development opportunities: The new training instructor should be informed about professional development opportunities available within the company, such as workshops, conferences, or certifications. This encourages continuous learning and growth in their role as a training instructor. The training department or a designated professional development coordinator typically performs this task.

12. Introduction to key stakeholders and departments: The new training instructor should be introduced to key stakeholders and departments within the company, such as HR, IT, and administration. This helps them understand the roles and responsibilities of different teams and facilitates collaboration when needed. The HR department or a designated company representative typically performs this task.

13. Provision of necessary equipment and resources: The new training instructor should be provided with all necessary equipment and resources to effectively perform their role, such as a computer, software licenses, training materials, and office supplies. The IT department, training department, or a designated equipment coordinator typically performs this task.

14. Introduction to company communication channels: The new training instructor should be familiarized with the company’s communication channels, such as email, instant messaging platforms, and intranet. This ensures they can effectively communicate with colleagues, learners, and other stakeholders. The IT department or a designated communication coordinator typically performs this task.

15. Performance expectations and goal setting: The new training instructor should have a clear understanding of their performance expectations and be involved in goal setting discussions. This helps them align their efforts with the company’s objectives and track their progress. The HR department or a designated supervisor typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Training Instructor checklist above, you’ll now have an idea of how you can apply best practices to getting your new Training Instructor up to speed and working well in your Education team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.

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