Thoughtful training does more than share information. It sets people up for success, helps them feel confident in their roles, and creates more consistent, effective work across your organization. When done well, it also helps preserve institutional knowledge—so key practices, values, and know-how don’t disappear when someone moves on. Whether you’re welcoming new volunteers, onboarding staff, or introducing board members to their responsibilities, the way you train shapes their ability to contribute.

This webinar introduces a simple method for creating effective training. You don’t need fancy tools—just a clear process and intent. We’ll walk through a framework built around backward planning: start by naming the outcomes you want, then decide how to assess learning, and finally, design sessions that help people achieve them.

We’ll also talk about why common approaches like shadowing often fall short—and how small adjustments can make a big difference. A bit of structure, a clear checklist, and some basic guidance can turn a well-meaning but vague experience into something far more useful and engaging.

You’ll leave with simple steps to strengthen your training approach, whether you’re starting from scratch or improving something already in place.