Tips and hints for facilitating training sessions.

When planning your sessions, you may find the following list of questions helpful:

  1. How many people are you expected to teach?
  2. Who are they? (clinical/ non-clinical, band etc)
  3. How many sessions will you teach? How many hours do you have to teach?
  4. Will your lesson be based in a classroom/conference/e-learning/seminar/one to one session/cascade training?
  5. What resources are available to you for this? (Not just financial, think laptop, projectors, pens, paper etc)
  6. What is the main human factors message your organisation wishes to teach?
  7. How will you know you have been successful?

Identifying your faculty

The Bring-Build-Buy map can help you identify your faculty of facilitators. We recommend that facilitators meet the following specification: [Put in box?]

Facilitator specification


  • Previous experience in delivering training.
  • Previous experience of running groups/ workshops or seminars.
  • Background in health / social care.
  • Background in the training of communication skills.


  • Confident in front of a group and able to deliver training to group of 30 people.
  • Ability to deal with a diverse group of learners.
  • Ability to manage group dynamics.
  • Able to create a safe learning environment where participants feel included and challenged to learn.
  • Excellent communication skills, able to model these to the group at all times.


  • Motivated to deliver safer patient care.
  • Open to new ideas.
  • Time available to deliver training sessions.
  • Role model and advocate use of SBAR in own practice.

Set up your training sessions

  • Agree when you will hold the training sessions.
  • Book venues and refreshments for training sessions.
  • Create list of training sessions and who will facilitate each session.
  • Send out dates for booking. Continue to publicise through project.
  • Complete course front sheet for each training session.
  • Upload course materials onto intranet so they can be sent to participants after training session.
  • Update training database after each session.

Some resources and tools to support you:


It is best practice to ensure training is fully accessible by:

  • Asking attendees beforehand if they have any dietary or access requirements;
  • Ensuring that venues are fully accessible and where possible have a hearing loop;
  • Making information available in a range of formats including electronic and large print;
  • Consider the provision of interpreters or translated material for particular groups where English is not their first language;
  • Consideration of equalities issues should enable all participants to access the training. Good practice guidance here and here.

Some specific considerations:

  • Consideration should be given when training staff how staff on maternity leave will receive training on their return.
  • Case studies should be representative of the patient and staff populations and include BME examples. The example case studies provided include a range of examples across each protected group.
  • Consideration should be given to a range of training dates/ times to avoid excluding part-time staff or staff who work evening and weekend shifts.
  • Refreshments for training events should cater to any dietary requirements notified in advance.

Video resources

Some videos you may find helpful in delivering training sessions:

Evaluating training sessions

The Kirkpatrick evaluation model is covered in the Train the Trainer session. Some tools for you to adapt for evaluating your training sessions:

Slides and handouts will be shared online on the Life system, but some example slides and handouts for you to adapt:

  • Example slides (based on Sirona Care and Health slides)
  • Example handouts (based on Sirona Care and Health scenarios)

If you attended our Train the Trainer sessions and would like a copy of presentations from the training to be resent to you, please email

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