AI Skills
AI Training Checklist
A structured checklist for planning and delivering AI literacy training to staff. Covers pre-training preparation, session delivery, and post-training follow-up.
Updated 10 April 2026
Who is this for?
Training coordinators, line managers, L&D teams, and IT leads responsible for upskilling staff on AI tools and responsible AI use.
When to use it
Before rolling out a new AI tool to staff, or when conducting a planned AI literacy training programme across a team or department.
Template
# AI Training Checklist **Organisation:** ___________________________ **Training lead:** ___________________________ **Training audience:** ___________________________ **Planned date(s):** ___________________________ **Tool(s) being trained on:** ___________________________ --- ## Phase 1: Pre-Training Preparation ### Needs Assessment - [ ] Identify the staff groups who need training (all staff / specific roles / managers only) - [ ] Survey or interview a sample of staff to gauge current AI knowledge levels - [ ] Identify specific tasks where AI tools will be used - [ ] Note any concerns or anxieties staff have raised about AI ### Content and Resources - [ ] Define learning objectives (what should staff be able to DO after training?) - [ ] Select or create training materials (slides, handouts, video clips, worked examples) - [ ] Prepare real-world examples relevant to staff roles - [ ] Include a section on what AI tools cannot do / their limitations - [ ] Prepare hands-on exercises for participants to try the tool themselves - [ ] Prepare FAQ document for common questions - [ ] Have a copy of the AI Acceptable Use Policy ready to distribute ### Logistics - [ ] Book training venue or virtual platform - [ ] Send calendar invites with joining instructions - [ ] Confirm device access — will staff use their own machines or shared devices? - [ ] Check that approved AI tools are accessible on all participant devices - [ ] Arrange a backup plan if the tool is unavailable on the day --- ## Phase 2: Training Session Delivery ### Opening (10–15 minutes) - [ ] Welcome participants and explain the purpose of the session - [ ] Acknowledge that some staff may be uncertain or anxious — normalise this - [ ] Outline the session structure and timings - [ ] Confirm house rules (questions welcome, phones on silent, etc.) ### Core Content - [ ] Explain what AI tools are and how they work (in plain language) - [ ] Demonstrate the approved tool(s) live — show realistic work tasks - [ ] Explain what the tool is good at and where it falls short - [ ] Walk through the Acceptable Use Policy key points - [ ] Cover data protection rules: what must never be entered into an AI tool - [ ] Demonstrate how to review and verify AI-generated outputs - [ ] Show how to report concerns or errors ### Hands-On Practice - [ ] Participants try the tool on a realistic task (pre-prepared scenario) - [ ] Facilitate group discussion: what worked, what surprised them, what they'd use it for - [ ] Address misconceptions as they arise - [ ] Demonstrate at least one example of an AI "hallucination" or error ### Closing - [ ] Recap key rules and responsibilities - [ ] Share where to find the policy, approved tools list, and support contact - [ ] Distribute sign-off sheet if required (Acceptable Use Policy acknowledgement) - [ ] Explain next steps: any follow-up training, resources, or check-ins - [ ] Collect feedback forms --- ## Phase 3: Post-Training Follow-Up ### Immediate (within 1 week) - [ ] Send follow-up email with link to policy, resources, and support contact - [ ] Collate feedback forms and identify any knowledge gaps - [ ] Confirm signed Acceptable Use Policy forms have been collected from all participants - [ ] Log training completion in the HR or L&D system ### Short-term (within 1 month) - [ ] Check in with managers to ask if staff are using the tool confidently - [ ] Note any incidents or policy queries that have arisen - [ ] Offer a Q&A drop-in session if needed - [ ] Review any AI-related errors or near-misses and update training if required ### Ongoing - [ ] Schedule refresher training (at least annually, or when tools change significantly) - [ ] Update training materials when the AI tool is updated or replaced - [ ] Feed any common issues back into the Acceptable Use Policy review process - [ ] Track completion rates and ensure all new starters receive training --- ## Training Record | Participant Name | Role | Date Completed | Signed AUP? | Notes | |-----------------|------|---------------|-------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- **Training lead signature:** ___________________________ **Date:** ___________________________