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Seven Steps Action Planner

Welcome to the Resource Page for “How to Change the World – Seven Steps to Successful Environmental Training Programs”

Congratulations on buying my book “How to Change the World”- you have taken a big step towards realising your dreams of successful environmental training.

This page contains an Action Planner, a toolbox of templates, checklists, case studies and other useful things to make it even easier for you to develop your own sensationally successful environmental training and enjoy the many beneficial outcomes that will result. 

Whether you work in business, government, HR, training or the not-for-profit sector, my book and the resources on this page are for you. They will help you form lasting partnerships that sustain our environment, our communities and our economy. If you have found this page but not yet bought the book, you can do so now through your preferred online retailer or by going here.

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Action Planner

Click here to download the free Action Planner that accompanies my book How to Change the World – Seven Steps to Successful Environmental Training Programs’. It has over 50 worksheets as well as mind-map, note-space and creative thinking pages – and it starts with a priority-setting table to help you do first things first.

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On this page:

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 Toolbox Resources

Click on the icon for each resource to download your free copy. New files are added at the top of this list, so start at the foot of the list if you are looking for resources to use at the start of your program.

Training Decision Matrix

Which organisations need training? A decision matrix for you.Download  

How to write up a case study

if you are reporting on your program, presenting conference papers or otherwise spreading the word, it can be helpful to set the information out in the form of a case study.
Download

3-month post-workshop evaluation

these are some ideas to help you carry out a Level 2 and Level 3 evaluation of the effectiveness of the training 3-6 months after your trainees attended your workshop. 
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Thank you letter

A posted letter (yes, snail mail) on printed letterhead is an unusual thing to receive these days, so make your guest speakers and other workshop supporters feel special – and give them something to show their boss! This example letter was a real one I sent to Rowan Carter, then with the pollution abatement team of the Auckland Council, after he’d made a particularly good presentation to trainees from a manufacturing company. Download

Trainer evaluation form

This form allows your trainers to record their views on each workshop, which gives valuable information about the venue and other supporting services, as well as trainee and content needs. 
Download

Post-workshop learning assessment

Adapt the pre-workshop assessment ask your trainees to take the same test afterwards, so you can do a level 2 assessment of learning outcomes. Again, this can be online, email or even in hard copy. Here’s an example – and remember again that you can find more sophisticated information online or develop your own with a professional trainer or human resources/learning and development professional. 
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Workshop evaluation sheet

Here are two short examples of what trainers call a ‘Level 1’ evaluation (also known as a ‘smile sheet’ or ‘happy sheet’). These are the short forms that your trainees fill out at the end of each workshop. I’ve been unable to find the source of version 2, so if you find it, I’d be grateful if you could let me know, so I can acknowledge the authors.
Download

Workshop evaluation sheet

Here are two examples of longer versions of Level 1 ‘happy sheet’ evaluation forms. The seven levels of evaluation of training are all described in the book!  
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Staff training record

It is essential right from the start to keep good attendance records for your training. If you don’t have any, consider the attached, especially if there is a progressive series of workshops that staff can attend. Better still, ask your human resources learning and development team to help you track this, whether you are training people within your own organization or people from other organizations.
Download

Attendance certificate

This PowerPoint slide is an example format that you can adapt yourself or pass on to your graphic designers. Open it in ‘slide master’ format to change it. Choose a spectacular photo that is relevant to your workshop. Hand out the certificate at the end of your workshop, or, if you are doing a pre- and post-workshop assessment, post or email it after each trainee completes the post-workshop assessment.
Download

Agreement form

Anti-spam legislation and good manners mean we can’t send people unsolicited mail. Print this form out on A3 paper and pass it round your trainees so they can agree (or not) to go on an email or postal list for updates about your program.
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Name plates

We find a large-font name plate in front of our trainees helps us to read and learn their names more easily. If there is no pre- and post-workshop assessment, the name plates also make it easier for us to give out the attendance certificates at the end of the day – we can put the certificates in order and walk round giving them out while our trainees are filling out the workshop evaluation sheet. Just type, slice and fold!
Download

Workshop logistics checklist

An example of things to organize ahead of and bring along to your next environmental training workshop. I am lost without my checklists!
Download

Pre-workshop assessment

If you develop a short questionnaire for trainees to take before they attend the workshop, then you can do a level 2 assessment of learning by asking them to do the same test afterwards. You can create the assessment online or email it in electronic form to them to return to you after they have completed it. Here’s a very simple example.
Download

Brief for guest speakers at workshops

We give this brief (adapted as needed) to council staff invited to speak at business workshops and to other speakers attending council-endorsed workshops. You can adapt this for guest speakers from within your organization or from other organizations.
Download

Confirmation letter for a 2-day workshop

An example of a standard letter to send to design consultants who have registered for a training workshop. 
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Confirmation letter for a 1-day workshop

An example of a standard letter to send to contractors who have registered for a training workshop.
 Download

Registration form

Some of the key things to think about when you are setting up your registration system. 
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Planning and evaluating a pilot workshop

This document will help you with the all-important pilot of your workshop. It contains an agenda and two versions of an assessment for those giving you feedback to use.
Download

Long range workshop planning checklist

Some things to think about before you start detailed planning for your environmental training workshop – school and public holidays, venues and more.
Download

How to set SMARTER objectives

A checklist help you set measurable objectives for your training program and the wider environmental management program in which it sits.
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Case study: success by collaboration

Tthe Auckland Regional Council’s erosion and sediment control training programme. I presented this paper to the 33rd International Association of Hydraulic Engineering & Research (IAHR) Biennial Congress, 9-14 August 2009 in Vancouver. Grateful thanks to IAHR (now the International Association for Hydro-Environment Engineering and Research) for their permission to reproduce the paper here – especially as it was presenting this paper that made me want to write the book!
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Case study: Muddy waters part 2

Demise of the hay bale. Nic’s 2007 paper follows three years on from his earlier paper, reviewing progress on educational and other tools to address sediment discharges from large construction sites. Grateful thanks to Nic (now at SKM) and to Water New Zealand for their permission to reproduce the paper here. 
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Case study: Muddy waters part 1

This 2004 paper by Nic Conland describes the problems of sediment discharges from large construction sites in Wellington, New Zealand, and a number of methods proposed by the Greater Wellington Regional Council to upskill regulators, inform developers and educate contractors and the public. Grateful thanks to Nic and to Water New Zealand for their permission to reproduce the paper here. 
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Case study: Training

Building relationships for improved environmental outcomes. This 1999 conference paper captures my early thoughts on the benefits of training, based on experience with three programs for people engaged in septic tank cleaning, erosion and sediment control, handling household hazardous waste. Grateful thanks to Water New Zealand for their permission to reproduce the paper here.
 Download

Be a Part of the Learning...

Let’s share our learnings. If you have any suggestions for the book or the Action Planner, or if you have case studies and resources to share, do let me know and I’ll make them accessible via this page and the e-newsletter. I am more than happy to acknowledge the source of all material. Good luck with your work – and do keep in touch. I’d love to hear about how your program is coming along. Your program could even be featured in a newsletter… but of course, only with your full approval.

−Clare Feeney