Project template for managers
Team training session template with every task dated from the day you start
One training session, from the skill gap to the follow-up that checks it stuck.
- 3 sections
- 12 tasks
- Opens as a list
- Dated from day 1
Training session
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Design
- Name the one skill and how you will know it improvedDay 1High
- Write the practice exerciseDay 3A role-play, a live call, a written recommendation. Something they do with their own hands and voice.
- Prepare ten slides at mostDay 6
- Book the room and send the inviteDay 4
Deliver
- SessionDay 11, 9:30High
- Why this skill, in five minutes
- Show it once
- Practice in pairs, twice
- Each person names where they will use it this week
- Send the one-page summaryDay 11
Follow up
- Ask each advisor where they used itDay 25
- Note what to change for next timeDay 26
About this template
Training that changes behaviour is short, practised, and followed up. This project plans one session in two weeks: the one skill, the exercise, the session, and the follow-up two weeks later that checks whether anyone is using it.
Tips from the template
- Pick one skill. A topic is too big to practise.
- Half the session is practice; write the exercise before the slides.
- The follow-up task is the one people skip; keep it.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Team training session and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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The annual recognition dinner in ten weeks: awards, venue, programme, the night, the photos after.
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3 sections, 14 tasksOne advisor's annual review: the year in numbers, the conversation, the plan, the follow-through.
3 sections, 12 tasks
Questions
Run it with the dates filled in.
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