Preparing for training

Every office environment has its own unique space, computer software and auxiliary hardware available, and it’s understood that a small office cannot provide the same facilities as a large corporation.

Setting

An ideal situation for training a group of more than two or three includes:

• a training room or conference room removed from the business area, allowing for a minimum of interruption;
• a computer for everyone in the session, or at least one for every two people, with the Summit software installed on each computer;
• a computer projector and screen.

Small groups can easily work without a projector, or even at their desks if interruptions can be minimized.

Individual preparation

A certain amount of preparation on the part of the trainees can make the session move more quickly and efficiently. We recommend:

• some individual hands-on time exploring the software;
• some discussion in your office of everyone's expectations. If your team can work on clarifying their concerns before the trainer arrives, better use will be made of your time.

Prior communication with the trainer or the account manager about the concerns of individuals or about areas where the team has experienced problems in the past is very helpful.

Thinking about training?

Typical schedule

On-site preparation

Training notebook This document can be downloaded and printed as a convenient place for trainees to take notes.

Pretraining questionnaire A form for sending information prior to a training session.