Requirements checklist
What to ask for when choosing software for corporate trainers and coaches.
A checklist built from how corporate trainers and coaches work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Proposals and programmes
- Cohorts and nomination lists
- Feedback and certificates
- Coaching journal
- Purchase order invoicing
Roles that need their own access
Who logs in, and what each person may see or change.
- For independent trainers and coaches
- For programme coordinators
- For co-trainers and associates
- For the accounts person
- For the practice owner
Reports to ask for
Ask to see each one with your own sample data.
- Programmes proposed, accepted and lost, by client
- Cohort calendar with trainer and venue for each session
- Attendance by cohort, with certificates issued
- Feedback scores by module, trainer and client
- Coaching sessions held and coachees without a next date
- Invoices raised against each purchase order, with balance
- Receivables by client, oldest first
Systems it may need to connect to
Note which ones you already run.
- Calendar
- Video meeting links
- Online feedback forms
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Does it replace the tool I use to host course content?
- Can I reuse a programme for a second client?
- How are last-minute nomination changes handled?
- Can feedback be compared across modules and trainers?
- Do coaching notes stay private?
- Will invoices carry the purchase order details?
- Can associate trainers see everything?
- Can my existing cohorts and clients be loaded?
- How is this priced?
- What happens if I want my records elsewhere later?
- How soon can I run a cohort through it?
- What should I keep ready before set-up?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Feedback is collected but not used
- Coaching notes are scattered
- Invoices lag behind sessions
- Past clients are not approached again
Prefer to talk it through? See the corporate trainers and coaches page.