Training Session Plan
The example below shows a completed training session plan.
Learning Objective: To teach new team members in a call center how to
handle challenging customer calls more effectively.
Key Points          Training                Time    Learning Check
                    Aids/Tools
Introduction
Open session:       Handouts showing        10      Confirm that trainees
introduce tutor,    session structure       mins.   understand the session
outline                                             format.
structure, and
explain
"housekeeping."
Employees need      Recordings of           30      Check that each trainee has
to be able to       positive and negative   mins.   given a response in both
handle difficult    customer calls.                 activities.
customers
confidently.
When                Circle activity: ask
customers feel      each trainee for a
that they haven't   comment on the
had a positive      recordings. What
interaction, they   words come to mind?
are more likely     How well are the
to switch           recorded agents
suppliers.          handling their calls?
                    Circle activity: ask
                    each trainee to share
                    a negative call that
                    they've experienced
                    as a customer, and to
                    explain how they felt
                    about it.
Main Session
Run through the
full call
process:
       Answer
    call and
    determine
    customer
    needs.
       Gather
    customer
    information.
      Analyze      Group activity:
    customer's      trainees discuss how
    emotion.        to assess needs and               Check that trainees come
                    information during                up with a variety of realistic
      Present      the call.                         responses.
    solutions
    based on        Pair activity: use role           Ensure that each trainee
    customer's      play to practice                  demonstrates one
    needs.          difficult calls.          60      successful interaction
                                              mins.
Conclusion
                    Group summary
Summarize           activity: students list
practical           the solutions that they
methods of          found most effective,             Check that each group has
handling            and why, on a flip        30      at least three responses on
difficult callers   chart.                    mins.   their flip chart.
Wrap-up             Open question             10
questions           session                   mins.   Check for questions.
Evaluation          Pass out                  10      Collect a questionnaire
                    questionnaires to         mins.   from each trainee.
                    evaluate the
                    effectiveness of the
                    session.