Roles
List who will attend and what each role needs to do.
Tasks
Choose two or three observable tasks. Avoid a goal as broad as “understand the system”.
Starting point
Ask participants to describe or demonstrate how they currently complete those tasks.
Access
Confirm modules, permissions and an authorised training environment. Use appropriate practice data.
Sponsor
Name the manager who will agree the scope and review the outcome.
Logistics
Agree timing, delivery format, cohort size and time away from normal work.
Evidence
Choose a baseline assessment, end assessment and follow-up date.
Budget
Account for preparation, facilitation, venue, travel, environment access and follow-up.