Trainer Guides

Overview

The Trainer Guides are valuable tools for those who are responsible for delivering training, as they provide a roadmap for the training process and ensure consistency in content delivery.

These guides serve as starting points to build upon. For the best learning experience, marry your firm's internal guidelines with QFD system training. We'll provide recommended practice activities, procedure considerations, and step-by-step instructions for prep work and facilitation.

Sections

• QFD Overview
• Intake Training
  • 1: Intake Agenda
  • 2: Intake Training Prep Work
  • 3: Facilitating Intake Training
• Back Office Training
  • 1: Back-office Agenda
  • 2: Back-office Training Prep Work
  • 3: Facilitating Back-office Training