Insights and tools
Practical guides by Keri Zeller, each with a free template you can download and use. No sign-up needed.
Guides
Building an L&D function from scratch
What to set up first when you build a learning and development function from nothing, in the order that works.
For organisations · Includes: L&D function setup planner
How to run a training needs analysis
A practical guide to training needs analysis: who to ask, what to ask, and how to turn the answers into a plan.
For organisations · Includes: Training needs analysis checklist
Planning the first 90 days for new staff
How to plan onboarding that goes beyond the first day, with clear roles for HR, the manager, and a buddy.
For organisations · Includes: 30-60-90 day onboarding plan
Before you train staff on AI, listen first
How to run short listening sessions on staff AI experience and concerns, and use what you hear to design AI training people want.
For schools and organisations · Includes: AI listening session guide
Designing workshops for transfer
A planning approach for professional learning that people apply back at work, not just enjoy on the day.
For schools and organisations · Includes: Workshop transfer planner
Making feedback useful to students
Five checks to run on any feedback routine, so students act on feedback instead of ignoring it.
For schools · Includes: Feedback routine audit
Tools and templates
Training needs analysis checklist
The questions to ask leaders, managers, and staff before you plan any training. Read the guide.
Download PDF30-60-90 day onboarding plan
A template for a new hire's first three months, with roles for the manager and a buddy. Read the guide.
Download PDFL&D function setup planner
A step-by-step planner for setting up training in a growing organisation. Read the guide.
Download PDFAI listening session guide
A facilitator script, question set, and notes sheet for staff listening sessions on AI. Read the guide.
Download PDFWorkshop transfer planner
A one-page plan so that learning from a workshop is used back at work. Read the guide.
Download PDFFeedback routine audit
Five checks for any feedback routine, with a student next-step slip. Read the guide.
Download PDF