1. The purpose and the people
Write down what you want staff to understand or do more confidently after the course. Then agree who needs to attend. A mixed group can be useful, but tell the provider about different roles and levels of experience so expectations are clear.
2. The exact programme
Confirm the course title, learning topics, duration and balance of theory and practical work. A law course and a physical intervention course have different purposes. Ask what is outside the scope as well as what is included.
3. The location and timetable
Agree the address, arrival time, start and finish times and any breaks. Clarify whether you or the provider supplies the room and equipment. Name a contact who can resolve access and setup questions on the day.
4. Participation and adjustments
Ask what physical participation is involved, what learners should wear or bring and how to discuss access needs. Offer a private way for colleagues to raise concerns with the appropriate person. Avoid collecting unnecessary medical details in a general booking email.
5. Assessment and certification
Check how learning is assessed and what successful completion involves. Ask what support is available if someone cannot complete an element. Confirm the precise certificate or award, any validity period and how records will be provided.
6. The full cost and terms
Request a written quotation setting out the agreed training, learner numbers, included services and course fee. Review payment, cancellation and rescheduling terms. Resolve uncertainties before you confirm, rather than relying on assumptions from an earlier booking.
7. The follow-up
Choose who will gather learner feedback and arrange a short team review. Keep a place for questions that need further clarification. Decide how any proposed changes to local practice will be considered, approved and communicated.
A final pre-course message can bring these details together in one place: timetable, location, preparation, contact person and what happens afterwards. It gives staff something useful to refer back to and helps the day start calmly.
Sources & scope
This is an original planning checklist, not a statement of legal or regulatory requirements. These planning guides do not replace professional advice, organisational policy or supervised training.