sf-agent-framework

# Training Workshop Preparation Checklist This comprehensive checklist ensures thorough preparation for hands-on Salesforce training workshops. ## Workshop Planning and Design ### Level 1: Workshop Objectives - [ ] Learning objectives clearly defined - [ ] Business outcomes identified - [ ] Success metrics established - [ ] Target audience confirmed - [ ] Prerequisites documented ### Level 2: Workshop Format - [ ] Workshop duration determined - [ ] Session structure planned - [ ] Delivery method selected (in-person/virtual/hybrid) - [ ] Interactive elements designed - [ ] Break schedule established ### Level 3: Content Strategy - [ ] Topics prioritized by importance - [ ] Theory vs practice ratio defined - [ ] Real-world scenarios selected - [ ] Case studies prepared - [ ] Q&A time allocated ## Participant Management ### Level 1: Registration and Communication - [ ] Registration process established - [ ] Participant list finalized - [ ] Pre-workshop survey sent - [ ] Welcome email drafted - [ ] Calendar invites sent ### Level 2: Participant Preparation - [ ] Skill level assessment completed - [ ] Pre-work assignments sent - [ ] System access verified - [ ] Login credentials distributed - [ ] Technical requirements communicated ### Level 3: Grouping and Teams - [ ] Participant grouping strategy defined - [ ] Team assignments made - [ ] Role assignments planned - [ ] Collaboration tools set up - [ ] Ice breaker activities prepared ## Content Development ### Level 1: Presentation Materials - [ ] Slide deck created - [ ] Visual aids designed - [ ] Demo scripts written - [ ] Talking points outlined - [ ] Timing for each section planned ### Level 2: Hands-On Exercises - [ ] Exercise scenarios developed - [ ] Step-by-step instructions written - [ ] Expected outcomes defined - [ ] Common pitfalls documented - [ ] Solution guides prepared ### Level 3: Supporting Resources - [ ] Reference materials compiled - [ ] Cheat sheets created - [ ] Resource links verified - [ ] Documentation organized - [ ] Follow-up materials prepared ## Technical Environment Setup ### Level 1: Salesforce Environment - [ ] Training org provisioned - [ ] User accounts created - [ ] Permissions configured - [ ] Sample data loaded - [ ] Customizations deployed ### Level 2: Workshop-Specific Configuration - [ ] Exercise-specific data created - [ ] Workflows configured - [ ] Reports and dashboards built - [ ] Integration points set up - [ ] Security settings applied ### Level 3: Testing and Validation - [ ] All exercises tested end-to-end - [ ] User access verified - [ ] Performance tested - [ ] Backup plan created - [ ] Recovery procedures documented ## Logistics Coordination ### Level 1: Physical Venue (if applicable) - [ ] Room booked and confirmed - [ ] Seating arrangement planned - [ ] Signage prepared - [ ] Parking information provided - [ ] Accessibility requirements met ### Level 2: Technical Infrastructure - [ ] Wi-Fi capacity verified - [ ] Power outlets mapped - [ ] Projection equipment tested - [ ] Audio system checked - [ ] Backup equipment available ### Level 3: Virtual Setup (if applicable) - [ ] Video platform configured - [ ] Meeting links created - [ ] Recording settings configured - [ ] Breakout rooms set up - [ ] Technical support arranged ## Facilitation Preparation ### Level 1: Facilitator Readiness - [ ] Content thoroughly reviewed - [ ] Delivery rehearsed - [ ] Timing practiced - [ ] Difficult questions anticipated - [ ] Co-facilitator roles defined ### Level 2: Engagement Strategies - [ ] Interactive activities planned - [ ] Discussion prompts prepared - [ ] Polls and quizzes created - [ ] Energy management techniques ready - [ ] Attention grabbers prepared ### Level 3: Adaptive Teaching - [ ] Different learning styles considered - [ ] Alternative explanations prepared - [ ] Pace adjustment strategies defined - [ ] Individual support plan ready - [ ] Advanced challenges prepared ## Materials and Supplies ### Level 1: Digital Materials - [ ] Presentation files ready - [ ] Exercise files prepared - [ ] Video content queued - [ ] Online resources bookmarked - [ ] Cloud storage organized ### Level 2: Physical Materials - [ ] Workbooks printed - [ ] Name badges created - [ ] Notebooks and pens procured - [ ] Handouts organized - [ ] Certificates printed ### Level 3: Workshop Supplies - [ ] Flip charts and markers ready - [ ] Sticky notes available - [ ] Timer/stopwatch prepared - [ ] Prizes/rewards obtained - [ ] First aid kit available ## Communication Plan ### Level 1: Pre-Workshop Communication - [ ] Agenda sent to participants - [ ] Logistics information shared - [ ] Technical setup guide provided - [ ] Contact information distributed - [ ] FAQ document prepared ### Level 2: During Workshop Communication - [ ] Welcome message prepared - [ ] Break announcements planned - [ ] Emergency procedures reviewed - [ ] Support channels established - [ ] Real-time Q&A process defined ### Level 3: Post-Workshop Communication - [ ] Follow-up email template ready - [ ] Resource sharing plan defined - [ ] Feedback survey prepared - [ ] Certificate distribution planned - [ ] Next steps communication drafted ## Risk Management ### Level 1: Technical Contingencies - [ ] Internet backup plan ready - [ ] Offline materials available - [ ] Alternative exercises prepared - [ ] System failure procedures defined - [ ] Technical support contacts ready ### Level 2: Participant Contingencies - [ ] No-show procedures defined - [ ] Late arrival handling planned - [ ] Difficult participant strategies ready - [ ] Language barrier solutions prepared - [ ] Accessibility accommodations made ### Level 3: Content Contingencies - [ ] Time overrun strategies defined - [ ] Content prioritization done - [ ] Simplified versions prepared - [ ] Extended materials ready - [ ] Alternative delivery methods planned ## Quality Assurance ### Level 1: Content Review - [ ] Technical accuracy verified - [ ] Business relevance confirmed - [ ] Learning objectives aligned - [ ] Examples validated - [ ] Consistency checked ### Level 2: Dry Run - [ ] Full rehearsal completed - [ ] Timing validated - [ ] Technical issues identified - [ ] Content flow optimized - [ ] Feedback incorporated ### Level 3: Final Checks - [ ] All materials proofread - [ ] Links tested - [ ] Equipment functioning - [ ] Backup plans verified - [ ] Team briefed ## Assessment and Feedback ### Level 1: Knowledge Assessment - [ ] Pre-assessment questions ready - [ ] Progress checkpoints defined - [ ] Post-workshop quiz prepared - [ ] Practical evaluation criteria set - [ ] Grading rubric created ### Level 2: Feedback Mechanisms - [ ] Real-time feedback tools ready - [ ] Mid-workshop check-in planned - [ ] End-of-day evaluation prepared - [ ] Online survey configured - [ ] Focus group questions drafted ### Level 3: Success Measurement - [ ] Learning objectives measurable - [ ] Skill application metrics defined - [ ] Business impact measures identified - [ ] ROI calculation method ready - [ ] Long-term tracking planned ## Day-of Preparation ### Level 1: Early Setup - [ ] Arrive early for setup - [ ] Room arrangement completed - [ ] Technology tested - [ ] Materials distributed - [ ] Welcome area prepared ### Level 2: Final Technical Checks - [ ] All systems operational - [ ] Internet connectivity verified - [ ] Presentations loaded - [ ] Audio/video working - [ ] Backup systems ready ### Level 3: Team Briefing - [ ] Facilitator team aligned - [ ] Roles confirmed - [ ] Schedule reviewed - [ ] Emergency procedures covered - [ ] Success celebration planned ## Post-Workshop Tasks ### Level 1: Immediate Actions - [ ] Thank participants - [ ] Collect feedback forms - [ ] Share immediate resources - [ ] Address urgent questions - [ ] Clean up venue ### Level 2: Follow-up Actions - [ ] Send follow-up communications - [ ] Share recordings (if applicable) - [ ] Distribute certificates - [ ] Schedule follow-up sessions - [ ] Update participant records ### Level 3: Continuous Improvement - [ ] Analyze feedback data - [ ] Document lessons learned - [ ] Update materials - [ ] Plan improvements - [ ] Share success stories