STARTING A TRAINING ENGAGEMENT — FICTIONAL EXAMPLE

Goal: prepare an initial scoping workshop with a new client. Identify needs, clarify priorities and agree on the next action.

Before the workshop, the client gathers a short description of their context, objectives and questions. They select relevant documents and designate one person to coordinate communication.

The facilitator reviews these materials, identifies questions to clarify and prepares an agenda. The client brings practical knowledge; the facilitator structures the discussion.

During the workshop: confirm the goal, clarify the training format and participants, then record the next action and who will take it.

Next step: gather the relevant materials before the scoping meeting.

No price, date or delivery deadline is specified. Do not invent one. Fictional educational example, with no client data.