Virtual Training Session

Checklist of 5 Key Items for a Successful Virtual Training Session

In virtual training, who doesn’t love a list?
There is something incredibly satisfying about crossing things off a list, or putting a nice, neat tick next to it if that is more your thing.

A friend recently told me that he purposefully puts items on his to-do list that are really simple so that he can get the pleasure of marking them as complete really quickly; it brings him a sense of achievement which motivates him further as his list shrinks easily. 

When preparing to deliver a successful virtual training workshop, a checklist is useful to ensure nothing is forgotten. 
Here’s 5 items that are vital to excel as a virtual trainer.

Have Pre-communications

It’s important that your participants are prepared for your virtual training session.

Do they know what the topic is and why they are attending it? Do the participants have clear instructions as to when the session(s) are and how they join? Are there any expectations you have of them, such as pre-reading or a short exercise, or that they need to have their cameras on? 

Our coaches often record a short video for the participants to introduce themselves and share any information that would be helpful. Prepared participants makes for a better experience for the trainer too.

Create a Coach pack

Do you have everything you need as a coach, trainer, or facilitator? We recommend creating a coach pack for you to keep everything you need. Think about including the following:

•    Dates & Times
•    Platform & Links
•    Slide deck for delivery
•    Documents to be shared with participants
•    Contact details of client
•    Participant list including job title, country & time zone
•    A feedback form/survey link
•    Briefing document (see next point)

Create a Briefing Document

Everything you need to know about your participants and the client so that you can position your training session perfectly. Who is the client and why do they need this training? Who are the participants and what do they want to get from the session? Is there anything you should know such as language barriers, cultural sensitivities, disabilities?

The more information you have available before your session, the more relevant you can make the content resulting in a better experience for your participants. Our virtual train the trainer programmes a complete guide can give you more tips and tricks to help you succeed as a virtual trainer!


Check your equipment works before every session. Just because your microphone worked yesterday doesn’t mean it will work today.

One of our coaches has a habit of spilling their drink over their desk, thankfully she has spare of everything so is able to replace keyboards, webcams, and even monitors nice and quickly.

If you are clumsy, I recommend you make your spillages at least 30 minutes before you are due to deliver!

Bring your best self

What do you need to make your experience as a trainer a positive one?

Think about your environment, is it a positive place with plenty of light, is the room temperature ok? Have you slept ok and eaten well? Prepare a drink or two and ensure your mug isn’t one that could get you into trouble!

It’s easy to think we don’t have to prepare much now that we aren’t leaving the house to deliver classroom training, but we just need to prepare differently, not less. 

If you’d like to learn more about how to set the scene for delivering virtual training then get in touch with us today.

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