Field Data Collection Training Best Practices Training Development Checklist
This Field Data Collection Training Development Checklist is intended to provide factors to consider when creating a training program for field data collection forms or for evaluating an existing training program. This checklist may be used regardless of whether paper or digital field forms are employed. Users may consider including this checklist in their Data Management Plan (DMP). Refer to the Data Management Planning Fact Sheet for a discussion of DMPs and the Field Data Collection Training Best Practices Fact Sheet for additional information on training.
Instructions for Use: This checklist is organized into four sections:
I. Identify training team and requirements: to be completed prior to the development of the training program.
II. Develop a plan for troubleshooting support: to be completed by the training team prior to the development of the training program.
III. Develop the training program: to be completed by the training team after the forms have been developed and tested and are ready to be circulated for use.
IV. Schedule training: to be completed by the training team after the training program development is complete.
Certain items included in this checklist may not apply to a particular form or organization. This checklist can be modified and adapted to meet your organization’s needs. If a checklist item is not relevant, select “NA” for not applicable.
Identify training team and requirements
Identify where and how the training will be delivered
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☐ Yes ☐ No ☐ NA |
Identify training material reviewers
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☐ Yes ☐ No ☐ NA |
Document the anticipated useful life of the tool/form developed.
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☐ Yes ☐ No ☐ NA |
Determine whether a test form or environment is needed to complete training and allow users to practice entering data. | ☐ Yes ☐ No ☐ NA |
Develop a plan for troubleshooting support
Identify the troubleshooting support team
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☐ Yes ☐ No ☐ NA |
Develop the training program
Device training (digital only) | |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
Application/Form training | |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
Provide an overview of all features of the application/form | |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
Develop the training program (concluded)
Connectivity challenges (digital only) | |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
Environmental challenges | |
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☐ Yes ☐ No ☐ NA |
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☐ Yes ☐ No ☐ NA |
Schedule training
Identify small group of early adopters to participate in the first round of training. | ☐ Yes ☐ No ☐ NA |
Define skill levels to receive training. | ☐ Yes ☐ No ☐ NA |
Determine whether adjustments to training each skill level are needed. | ☐ Yes ☐ No ☐ NA |
Schedule training session(s)
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☐ Yes ☐ No ☐ NA |
Provide opportunities for feedback. | ☐ Yes ☐ No ☐ NA |