Coaching Skills Training Checklist

Use this checklist to organise a coaching skills training session from first invitations to the closing introduction. It covers participant registration, dietary requirements, room booking, training materials, exercises, catering and technical checks. Start with the programme and participant numbers, then prepare the room and materials close to the session date. The full plan contains 45 tasks and 45 items, so you can work through the preparation without overlooking practical details.

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The plan, step by step

Every task with its own sub-checklist, in the order you'll actually need them.

Preparations

Send invitations
Process registrations
Collect dietary requirements
Create the participant list
Book training room
Calculate catering quantities
Develop training program
2 people
Select exercises and case studies
2 people
Assemble workbooks
2 people
Print workbooks
Prepare practice cards
2 people
Fill in name badges
Inform participants
Do the shopping
2 people
Chill drinks
Check the venue
2 people
Set up tables
3 people
Set out chairs
2 people
Test presentation
2 people
Lay out training materials
2 people
Set up registration desk
Set out coffee and tea
2 people

Event

Receive participants
3 people
Register attendance
2 people
Handle the introduction
2 people
Explain the coaching model
Guide the practice session
3 people
Serve break snacks
2 people
Refill drinks
Facilitate role-play exercises
3 people
Set up the dinner buffet
3 people
Serve dinner
3 people
Guide the Feedback Format
2 people
Guide the Personal Action Plan
2 people
Lead the Q&A session
Distribute evaluation forms
Hand out certificates
2 people

Aftercare

Wash dishes
2 people
Collect waste
2 people
Clean the room
3 people
Pack up materials
2 people
Switch off equipment
Return deposit materials
Process evaluations
Send follow-up to participants

What to bring

Grouped the way you'd shop for it, with quantities.

Furniture

Chairsqty 34
Tablesqty 6
Registration desk
Clothes racksqty 2

Equipment

Laptop
Projector
Projection screen
HDMI cableqty 2
Extension cordsqty 3
Power stripsqty 3
Presentation clicker
Timerqty 2

Training materials

Flip chartsqty 3
Flip chart sheetsqty 60
Whiteboard
Whiteboard markersqty 12
Workbooksqty 34
Practice cardsqty 40
Feedback formsqty 40
Action plan cardsqty 34
Writing foldersqty 34
Ballpoint pensqty 40
Sticky notesqty 12
Name badgesqty 34
Badge holdersqty 34
Masking tapeqty 4
Scissorsqty 4

Tableware

Coffee cupsqty 40
Drinking glassesqty 40
Platesqty 40
Cutlery setsqty 40
Thermos flasksqty 4
Water jugsqty 4

Kitchen

Cutting boardsqty 3
Bread knivesqty 3
Serving bowlsqty 6
Serving spoonsqty 6

Catering

Groceries

Cleaning

Waste binsqty 4
Broom and dustpan
Mop set
Cleaning glovesqty 4
Hand soap dispensersqty 3

Decorations

Directional signsqty 6
Tableclothsqty 6

Tips

Confirm registrations and dietary requirements before calculating catering quantities. Create one final participant list so name badges, workbooks, seating and refreshments match the expected attendance.
Finish the training programme and choose the exercises and case studies before printing workbooks or preparing practice cards. This prevents last-minute changes to materials used during the coaching practice.
Check the room at least one day before the training. Test the laptop, projector, screen, HDMI cable, extension cords and power strips together rather than assuming the equipment will connect on the day.
Prepare the registration desk before participants arrive, including the attendance list, name badges and badge holders. Allow at least 30 minutes for setup so registration does not compete with the introduction.
Set out workbooks, writing folders, pens, sticky notes, practice cards, feedback forms and action plan cards before the first exercise. Chill drinks and arrange coffee, tea, cups, glasses and plates after the room layout is complete.

Frequently asked questions

How far in advance should I organise a coaching skills training session?: Book the training room and send invitations at least 3 to 4 weeks ahead. Finalise registrations, dietary requirements and catering quantities 5 to 7 days before the session, then complete the room and equipment check the day before.
How many people should one coaching skills training room accommodate?: Plan for one chair and enough writing space per participant, plus room for paired or small-group practice. Confirm the final number 5 to 7 days before training so you can adjust tables, chairs, workbooks and refreshments.
What should I prepare for coaching practice exercises?: Prepare the selected exercises and case studies, then provide practice cards, feedback forms and action plan cards for each participant. Print and sort the materials at least 1 day before training, with a few spare copies available.
When should I set up the coaching training room?: Complete the main room setup at least 30 minutes before participants arrive. Test the presentation and place the training materials before opening registration, while coffee, tea and chilled drinks can be set out immediately afterwards.

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