Training Optimization Plan: Best Practices to Prepare to Work With a Training Specialist

Why a Training Operations Plan Matters:
Effective training starts before the first session. Here’s how to set the stage for success.

1. Get Clear on the Outcome for Your Training Optimization Plan

Problem: Training fails when there’s no clear target.
Analysis: “Better communication” is vague. “Reduce escalations by 20%” is actionable.
Fix: Define clear, business-aligned goals before you bring in a specialist.

2. Loop in Managers Early

Problem: Managers are often left out, but they drive reinforcement.
Analysis: If managers aren’t aligned, training won’t stick.
Fix: Engage them in the process: let them review, reinforce, and follow up.

3. Commit to Measuring

Problem: No measurement = no accountability.
Analysis: Leaders need to commit to tracking impact to justify the investment.
Fix: Set expectations for KPIs, follow-up surveys, and skills assessments as part of the rollout of your Training Optimization Plan.

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