The Facilitator's Workbook Kit gives trainers, coaches and L&D teams a clear method and the editable tools to use it: from the first needs conversation to the 90-day check-in.
The Facilitator's Workbook Kit · Bodhih Pro Kits · 09 by Bodhih Training, trainers to 2,000+ companies since 2008.
You need four things: a needs analysis that finds the real performance gap, observable learning objectives, a timed session plan that protects practice time, and an evaluation plan agreed before you start. The Facilitator's Workbook Kit from Bodhih Training gives you the method and editable templates for each step, plus coaching and follow-up tools.
Want the full free guide first? Read How to Plan a Training Session: A Step-by-Step Guide for Trainers.
A sponsor asks for 'communication skills' and you deliver a lovely workshop. Two months later nothing has changed, because the real issue was a broken handover process. A short needs analysis would have caught it.
The first exercise overruns, the practice slot shrinks to eighteen minutes, and the feedback says 'we needed more practice'. Without a timed plan marked core and flex, you cut the wrong thing.
When the director asks whether the programme worked, you have attendance numbers and a 4.3 out of 5. You know it helped, but you cannot show behaviour change or business results.
Slides and the odd handout work in the room, but they do not impress a buyer or help people after the session. A proper participant workbook takes days to build from scratch.
Imagine the next request landing in your inbox. Instead of reaching for an old outline, you open the Training Needs Analysis Questionnaire, book two fifteen-minute calls and, by Thursday, you know exactly what the sponsor needs and what training cannot fix. You send a one-page needs summary and the sponsor replies, 'This is the first time anyone has asked.'
As you build the session, you notice how quickly the Session Plan comes together. Objectives written with observable verbs suggest their own activities. Practice blocks sit in the strongest slots, marked core. When the client moves the finish time an hour earlier, you simply draw a line through two flex blocks and walk in calm.
On the day, the participant workbook does half the work. People write, compare, practise in trios with the observer checklist, and leave with a when-then action plan in their own handwriting. That evening you spend ten minutes on the Facilitator Self-Reflection and drop the feedback averages into the L&D Programme Tracker.
Now picture the quarterly review. Someone asks, 'Did it work?' You open the dashboard: attendance, feedback, which programmes have Level 3 and Level 4 evidence, how many actions have been applied at work. Whether you start with the session plan tonight or the tracker tomorrow morning, each tool you use makes the next session easier.
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The guide: methods, worked examples, scripts and exercises
Sessions, attendance, feedback score averages, Kirkpatrick level tracking, action follow-ups and a live dashboard in one workbook.
Find the real performance gap before you design: sponsor, participant and manager versions plus a one-page needs summary.
A timed session plan with objectives, core/flex markers, materials, room set-up and a 'if running late' cut list, with a worked half-day example.
A rebrandable seven-part participant workbook: cover, objectives, pre-work, activity pages, key ideas, action plan and resources.
A concise post-session log: topic, insights in the client's words, GROW notes, actions, confidence and a running session history.
Set purpose, logistics, confidentiality and its limits, responsibilities and endings before coaching starts; works for internal and external coaches.
A one-page Level 1 feedback form that asks about relevance and intended use, with scores that drop straight into the L&D Programme Tracker.
A when-then action plan for the end of any workshop, with obstacles, support, manager check-in and a two-week review.
An editable certificate with accurate wording options for attendance, completion and assessed completion.
Plan and capture a coaching conversation stage by stage: goal, reality, options and will, with a confidence scale and commitments.
A ten-minute after-session review: what worked, what surprised you, ratings on core facilitation skills and one thing to try next time.
A participant-and-manager plan that turns training into on-the-job change, with before, during and after commitments and 30/60/90-day check-ins.
Fifty openers, energisers, practice activities, review games, closers and online versions with timings and group sizes.
One hundred short, open coaching questions organised by GROW stage and by common situations such as conflict, confidence and new managers.
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
Why good facilitation materials are the thinking you did in advance, and how the book and tools work together.
Run a proportionate needs analysis that separates skill gaps from system gaps before you design anything.
Write observable objectives using the revised Bloom's taxonomy so each one suggests its own activity.
Build a timed plan in six passes, protect practice time and choose activities that earn their place.
Six facilitation techniques that get a group thinking and talking, from think-pair-share to checking instructions.
Treat challenging behaviour as information and respond at the lightest level that works.
Use the GROW model, powerful questions, agreements and records to run coaching that leads to owned action.
Design virtual and hybrid sessions with more structure, frequent interaction and a producer.
Plan evaluation with Kirkpatrick's four levels from results downward and record evidence as you go.
Design transfer before, during and after the session with manager involvement and when-then action plans.
Create a seven-part participant workbook that structures sessions and signals quality to clients.
Use a ten-minute reflection habit to improve with every session.
A fully worked, timed plan for a feedback skills workshop that you can adapt.
Every outcome is practised with a worked example and a tool, not just described.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Jake in Ohio was twenty minutes into a compliance workshop when a man in the back row folded his arms and said, loudly, "We did all this last year. Nothing changed. Why are we wasting a morning on it again?" Several heads nodded. Jake felt his face go hot. He had a choice in that second, and the choice would shape the rest of the morning. Every facilitator meets this moment: the cynic, the dominator, the side-conversation pair, the expert who wants to show they know more than you. These behaviours are usually signals about something real: workload, past experiences, fear, status, or a genuine flaw in the training. The most useful shift is to treat difficult behaviour as information rather than an attack. The man in the back row was telling Jake something true. If Jake argued, he would lose the room. If he ignored it, he would lose it more slowly. If he used it, he could win the room.
| Free templates and typical advice | This kit | |
|---|---|---|
| Session planning | A blank agenda table with start times | A six-pass method, core/flex markers, a cut list and a fully worked half-day plan |
| Needs analysis | A generic survey asking what training people want | Sponsor, participant and manager questions that separate skill gaps from system gaps |
| Coaching | A list of GROW questions | GROW worksheet, agreement, session record and 100 questions by stage and situation |
| Evaluation | A smile sheet | Feedback form linked to a tracker that records evidence at all four Kirkpatrick levels |
| Transfer | A two-line action plan at the end | When-then action plans, manager check-ins and 30/60/90-day follow-ups tracked in Excel |
| Branding | Fixed designs you cannot edit | Rebrandable Word templates built on styles, so your logo and colours update everywhere |
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Download the kit, open the Session Plan and notice how much calmer the next workshop feels when the thinking is already done. Whether you start with the needs questionnaire this afternoon or the tracker on Monday, you will be building a toolkit that is unmistakably yours.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
100 ready-to-deliver training programmes.
Prove your programmes changed behaviour.
250+ AI-graded assessments to measure skills and earn verified credentials.
Individual development plans that start from evidence and stay yours.
Run this topic as a live workshop for your team, in person or online.
Book a vetted coach for career, leadership or communication. Pay per session.
Certification pathways in Applied AI, Workplace English and management.
Yes. The Word templates are designed to be rebranded. Replace the logo placeholder and change the heading colours once in Styles, and every heading updates. You may use your rebranded versions with your own participants and clients.
Fix the start, finish and breaks first, then place your core practice activities in the strongest time slots. Wrap each objective in a connect, concept, practice and reflect cycle, mark every block core or flex, and add a few minutes of buffer per ninety minutes. The Session Plan template and Chapter 3 walk you through it.
GROW is a widely used coaching structure associated with Sir John Whitmore and colleagues. It stands for Goal, Reality, Options and Will (or Way forward). The kit includes a GROW worksheet and 100 original coaching questions organised by stage.
Plan evaluation before the training runs. Donald Kirkpatrick's four levels (reaction, learning, behaviour and results) are a practical frame: agree the business result first, then the behaviours, learning and reaction evidence that support it. The L&D Programme Tracker records evidence at each level and shows it on a dashboard.
Treat the behaviour as information and respond at the lightest level that works: small in-the-moment moves first, then a respectful comment in the room, then a private word at the break. When someone challenges you openly, acknowledge, explore and redirect. Chapter 5 includes scripts and a field guide.
Yes. The workbook uses standard formulas (no macros), so it opens in Excel and Google Sheets. Drop-downs, calculated columns and the dashboard metrics all carry across.
Bodhih's sister platform AssessAll offers three relevant assessments: Training Facilitation and Group Handling, Lesson Design and Questioning Technique, and Training Evaluation and Programme Effectiveness. Taking one before and after you use the kit gives you an honest picture of progress.
Use the Facilitator Self-Reflection form to pick one skill at a time, then build a plan around real practice, feedback and a little formal learning. Jobulary explains the 70-20-10 model, which is a useful way to shape that plan, and helps you keep development goals in one place.
Yes. Chapter 7 covers virtual and hybrid facilitation, including a tech checklist and ways to keep remote participants involved, and the energisers cheat sheet includes online versions.
Because these are digital files, kits are non-refundable once downloaded. We will fix or replace corrupted files (if not resolved within 3 working days), duplicate charges and failed deliveries. Contact solutions@bodhih.com with any issue.
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
