Training Coordinator Certificate: A Consulting Approach to Coordinating the Training Function

A Series of 4 Sessions 

Limited to 20 participants. There are no remaining 2020 dates. 

Certificate Overview

Certificate Overview

Take a consulting approach to coordinate and administer training more efficiently and effectively! We'll show you how to develop a training plan, be active—not reactive, and maintain management support for training. You'll explore how to hire consultants, coach and develop subject matter experts as trainers, set up a resource center, market and administer a registration system, and schedule training (along with facilities and materials coordination). You'll learn skills to help you better clarify your role in your organization; transition to an internal consulting approach and partner with internal customers; diagnose problems within your organization and put together a proactive plan to address them; identify what good training looks like so you can be a wise consumer of training products and services; easily develop and maintain training resources; manage training enrollment, record keeping, and follow-up; and create effective training schedules.

Bonus Items:
As part of this certificate, you'll receive a 150 page handout full of tools and practical examples, checklists and templates to use immediately back on the job.

Earn CEUs!
You will receive 1.9 continuing education units (CEUs) from The Training Clinic when you successfully complete this certificate program (19 contact hours). Ten contact hours equal one CEU. For questions on CEUs call 800.937.4698.

There are no prerequisites.

Who Should Attend:
This certificate is designed for training coordinators and administrators and instructors who coordinate a training function for an organization or business unit, or those interested in becoming more efficient and effective. As part of this session, you will receive the tools and skills necessary to be more proactive in your ability to meet and anticipate your organization's needs.



Maria Chilcote

Maria Chilcote
Lead Presenter: Managing Partner, The Training Clinic

Dana Smith

Dana Smith
Lead Presenter: Senior Instructor, The Training Clinic

Course Objectives

Course Objectives

In this certificate you will learn to:

  • Compare typical training coordinator roles and responsibilities.
  • Assess your own competencies in the training coordinator position.
  • Use a template to customize your training coordinator job description.
  • Identify seven consulting roles and how to determine which role is appropriate.
  • Evaluate four types of performance consulting skills you will need to be successful.
  • Practice how to gain management's commitment to performance improvement.
  • Describe eight steps in the internal consulting process.
  • Contract for results, not just training activities.
  • State how Performance Analysis can mean the difference between success and failure.
  • Recognize a training issue.
  • Improve productivity by knowing when and where training can contribute.
  • Measure an organization's training needs.
  • Identify essential elements of a performance improvement plan.
  • Monitor a training budget.
  • Conduct successful feedback meetings.
  • Write learning objectives to meet your organization's needs surfaced during assessment.
  • Select training programs that honor adult learning.
  • Coach and develop subject matter experts as trainers.
  • Buy only what you need.
  • Market your training programs for maximum attendance.
  • Avoid no-shows for training.
  • Negotiate successfully with off-site facilities.
  • Learn secrets of success from other coordinators.
  • Use practical checklists to make your job easier.




  • Preview material for Session One.
  • Write 3-5 personal objectives.
  • Complete a participant survey.
  • Complete "Internal Consultant Role Inventory".
  • Prepare two case studies.



  • Certificate introduction and objectives.
  • Set personal objectives for the session.

Unit 1: Training Coordinator's Role in the Organization

  • Measure yourself against eighteen training coordinator competencies.
  • Define your key roles and responsibilities.
  • Customize your job description as a training coordinator.

Unit 2: Transition to an Internal Consulting Approach

  • Assess where your organization is in the life cycle of a training function.
  • Develop partnerships with management.
  • Identify the client.
  • Define internal consulting roles and skills.
  • Examine the consulting continuum.
  • Review your internal consulting roles inventory results.
  • Identify key internal consulting skills.

ASSIGNMENT: 1.0 hours

  • Preview Session Two materials.
  • Prepare “Performance Analysis” case study.
  • Read "Needs vs. Wants" case study.



Unit 2: Transition to an Internal Consulting Approach (continued)

  • Review the eight-step consulting process.

Unit 3 Diagnose Problems and Put a Plan Together

  • Examine formal and informal techniques to analyze performance problems--is training the answer?
  • Identify other barriers impacting performance.
  • Be active instead of reactive in meeting training needs.
  • Assess training needs.
  • Learn guidelines for developing needs assessment instruments.
  • Discuss special assessment issues.
  • Interpret training needs and wants from assessment data.
  • Develop a ten-part performance improvement plan overview.


  • Follow-up assignment to apply Assessment Tools.
  • Follow-up assignment: Essay and short answer questions on creating and using a performance improvement plan.
  • Preview Session Three materials.



Unit 3: Diagnose Problems and Put a Plan Together continued

  • Present the performance improvement plan at a feedback meeting.
  • Build rapport with line managers and executives.
  • Monitor a training budget.

Unit 4: Know What Good Training Looks Like!

  • Craft learning objectives to meet the business need.
  • Identify twenty adult learning concepts to enhance learning.
  • Increase learner retention by using five steps of adult learning.
  • Ask key questions to process learning through five adult learning steps.

Unit 5: How to Develop and Maintain Training Resources

  • Learn how to establish a corporate library and resource center.

ASSIGNMENT: 2.0 hours

  • Follow-up assignment: Write two instructional objectives using 4 characteristics.
  • Follow-up assignment: Essay and short answer questions on:
    • Monitoring a Training budget.
    • Principles of adult learning.
    • Developing subject matter experts as trainers.
  • Preview Session Four materials.
  • Complete the questions to "Marketing Is Essential to Your Survival" and "How Are You Doing".



Unit 5: How to Develop and Maintain Training Resources continued

  • Review criteria for buying external resources.
  • Discuss how to recruit subject matter experts as trainers.
  • Coach and develop subject matter experts as trainers.
  • Determine if packaged training is right for you.
  • Analyze how to hire a consultant.
  • Share "brown bag" seminar success stories.
  • Examine how to get the most from inexpensive resources.

Unit 6: Training Enrollment, Record Keeping and Follow-up

  • How to market your training programs effectively.
  • Review participant registration and confirmation systems.
  • Learn how to make record keeping easy: the bare essentials.
  • Monitor tuition reimbursement programs.
  • Summarize participant evaluations.

Unit 7: Training Schedules and Facilities Arrangements

  • Develop practical class schedules.
  • Select the site: in-house or renting outside facilities.
  • Determine what type of room set-up is required.
  • Communicate expectations to hotels/meeting facilities.
  • Learn how to trouble-shoot facility problems.
  • Apply tips on ordering supplies, audio-visual equipment and refreshments.
  • Examine a meeting planner's survival kit.


  • Apply the consulting approach to a real situation.

Course Dates

Course Dates

Course is limited to 20 participants and we run this certificate online just once per year!

2020 COURSE DATES: There are no remaining 2020 course dates. 


Each session is 3 hours in length

All sessions start at 1:00 pm Eastern Time (New York time). Here is the time of the sessions listed in various time zones:

  • 10:00 am - 1:00 pm Pacific Time (PT)
  • 11:00 am - 2:00 pm Mountain Time (MT)
  • 12:00 pm - 3:00 pm Central Time (CT)
  • 1:00 pm - 4:00 pm Eastern Time (ET)

For times in other cities, visit this link. All sessions are recorded. In order to earn your Certificate of Completion, you must log in for and participate in each live course and successfully complete any homework assignments by specified deadlines. Recordings of sessions are intended for review purposes only.

Course Rates

2020 Course Rates: 

Register Early. Course size is limited.

  • Early-Bird Registration 30+ days prior to course start date: $1,145
  • Registration within 30 days of course start date: $1,295

Train as a Team and Save!
For questions on group discounts please go here. 

Course Equipment

Course Equipment

IMPORTANT - You'll participate in online and collaborative activities in a number of ways, each designed to provide a unique means to interact and learn from experts and colleagues. All course delivery software operates at Internet connection speeds of 56.6 kbps or better, on PC, Mac and Unix platforms. Programs will use teleconferencing or VoIP (voice over Internet Protocol.) The login instructions emailed to you approximately one week prior to the start of the course will outline platform use as well as any headset requirements or suggestions. Each registrant must provide their own laptop or desktop computer in order to fully participate in the course as mobile applications such as Zoom and Adobe Connect have limited feature functionality that may prohibit you from fully experiencing class activities. Please test your login information a minimum of 48 hours in advance on your course start date on the computer you will be using for the course.


How do the Training Manager and the Training Coordinator Certificates Differ?

The Training Coordinator Certificate is about handling the details of a training department using a consulting approach and partnering with internal customers. It is designed to broaden a coordinator's perspective on their administrative role and clarify their responsibilities in different organizations. This certificate exposes participants to skills to help them diagnose problems and develop plans to address the problem. It also prepares a coordinator or administrator to be a better consumer of training products and services by educating them on what good training looks like.

The Training Manager Certificate takes a more strategic view of the training department by looking at the entire scope of the training function. Internal consulting is a key theme throughout the certificate. A function systems audit provides the frame for the tools and skills that are built upon in every unit. This certificate provides a training manager with mechanisms to create and execute the strategic work of the department in service of the organization it supports. Training managers are taught how to link training to the bottom line and use cost benefit analysis in budgeting and evaluation. Tools are provided to help managers supervise and develop trainers, course developers and staff.

What Others Are Saying

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Certificate of Completion and eBadge

After successfully completing your online certificate program, you will receive a professionally produced Certificate of Completion and an eBadge. eBadges are transforming how your hard-earned achievements are recognized, shared and rewarded. You can showcase eBadges in your email signature or on social media sites like LinkedIn, Facebook and Twitter.



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