{"id":5422,"date":"2026-01-28T13:45:04","date_gmt":"2026-01-28T13:45:04","guid":{"rendered":"https:\/\/crmknowledgehub.com\/?p=5422"},"modified":"2026-01-28T13:45:12","modified_gmt":"2026-01-28T13:45:12","slug":"a-checklist-for-crm-training-design-and-delivery","status":"publish","type":"post","link":"https:\/\/crmknowledgehub.com\/index.php\/2026\/01\/28\/a-checklist-for-crm-training-design-and-delivery\/","title":{"rendered":"A checklist for CRM training design and delivery."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">By Salas, E., Wilson, K. A., Burke, C. S., Wightman, D. C., &amp; Howse, W. R. (2006)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">REFERENCE: Salas, E., Wilson, K. A., Burke, C. S., Wightman, D. C., &amp; Howse, W. R. (2006). A checklist for crew resource management training. <em>Ergonomics in Design, 14(2)<\/em>, 6-15.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SOURCE: <a href=\"https:\/\/journals.sagepub.com\/doi\/pdf\/10.1177\/106480460601400204\">Published in <em>Ergonomics in Design<\/em>. Available online from Sagepub.com<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In 2006 Salas and colleagues presented a comprehensive, science-based\u00a0<strong>checklist for CRM training design and delivery<\/strong>, intended to guide trainers systematically through the full training lifecycle. The checklist frames CRM not as a list of topics, but as a structured skills-development process grounded in learning theory. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A good primer for CRM trainers who are not familiar with core training design principles, the checklist introduces these in six phases:\u00a0<strong>needs analysis, training design, development, implementation, evaluation, and transfer<\/strong>, and provides practical steps and expected outcomes at each stage.\u00a0\u00a0<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Identifying CRM Competencies Through Needs Analysis<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The authors emphasise that effective CRM training must begin with a detailed&nbsp;<strong>training needs analysis<\/strong>. This includes examining organisational goals, task demands, team interactions, available resources, and trainee experience levels.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They provide examples of core CRM competencies such as\u00a0<strong>communication, leadership, decision making, mutual performance monitoring, adaptability, assertiveness, and shared situation awareness<\/strong>. Importantly, trainers are encouraged to select and prioritise competencies based on real operational requirements and tailored to their own operational environment rather than using generic CRM curricula.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Designing Training with Clear Learning Objectives<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A central lesson for CRM training designers is the importance of writing\u00a0<strong>specific, measurable, and behaviour-focused learning objectives<\/strong>. These objectives should clearly describe:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What CRM behaviours trainees should demonstrate<\/li>\n\n\n\n<li>Under what conditions<\/li>\n\n\n\n<li>To what standard of performance<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Objectives guide the choice of training methods, scenarios, and assessment tools, ensuring that CRM training focuses on observable skill development rather than general awareness.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Applying Teaching and Learning Principles<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salas et al. integrate well-established&nbsp;<strong>learning science principles<\/strong>&nbsp;into CRM design. Key points include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating an active learning environment<\/li>\n\n\n\n<li>Providing realistic examples of both effective and ineffective CRM behaviours<\/li>\n\n\n\n<li>Allowing repeated opportunities for practice<\/li>\n\n\n\n<li>Giving immediate, constructive feedback<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Learning is described as an ongoing process rather than a single event, highlighting the need for\u00a0recurrent training. The authors stress that technology and simulation are only effective when paired with sound instructional design.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Developing Realistic Scenarios<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM scenarios should be carefully planned and storyboarded to target specific competencies and reflect realistic operational challenges. Well-designed scenarios allow trainees to practise CRM skills in context, build accurate mental models, and gain confidence in applying teamwork behaviours.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Effective Implementation and Feedback<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Successful CRM training depends on well-prepared instructors and a supportive learning environment. Trainers should facilitate participation, guide scenario execution, and provide\u00a0behaviour-focused feedback\u00a0that highlights strengths, identifies areas for improvement, and suggests corrective strategies.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Evaluating Training and Supporting Transfer<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The checklist promotes\u00a0multi-level evaluation, assessing trainee reactions, learning, behavioural change, and organisational outcomes. Continuous refinement of training is encouraged based on evaluation data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Finally, the authors highlight the importance of\u00a0<strong>transfer to the workplace,<\/strong> supported by supervisors, organisational culture, and recurrent CRM training to sustain skills over time.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Key Insights for CRM Trainers<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The paper\u2019s main message for CRM designers is that effective CRM requires:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Systematic, evidence-based training design<\/li>\n\n\n\n<li>Clear behavioural objectives<\/li>\n\n\n\n<li>Realistic practice with feedback<\/li>\n\n\n\n<li>Continuous evaluation and reinforcement<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The checklist offers a practical roadmap for building CRM programmes that develop real teamwork skills and lead to lasting performance improvements.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-800x600.jpeg\" alt=\"\" class=\"wp-image-5423\" srcset=\"https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-800x600.jpeg 800w, https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-300x225.jpeg 300w, https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-150x113.jpeg 150w, https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-768x576.jpeg 768w, https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-320x240.jpeg 320w, https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001-500x375.jpeg 500w, https:\/\/crmknowledgehub.com\/wp-content\/uploads\/2026\/01\/CRM-Training-flowchart.001.jpeg 1024w\" sizes=\"(min-width: 960px) 75vw, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Below is a short CRM design principles guide distilled from the paper<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>CRM Design Principles \u2013 A Practical Guide for Trainers<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Start with a real needs analysis<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Identify the specific teamwork skills required for your operation (e.g. communication during high workload phases, decision making under pressure, mutual monitoring). Avoid generic CRM topics.<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Define clear behavioural objectives<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">State exactly what crews should do differently after training, under what conditions, and to what performance standard.<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Design for active learning<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Use scenarios, simulations, role-play, and group problem solving rather than passive lectures.<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>Provide realistic practice<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Create scenarios that mirror operational challenges and require crews to apply CRM skills in context.<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li><strong>Give immediate, constructive feedback<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Focus on observable behaviours and solutions, not personalities.<\/p>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li><strong>Evaluate at multiple levels<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Measure learning, behaviour change, and operational impact\u2014not just satisfaction.<\/p>\n\n\n\n<p class=\"has-vivid-green-cyan-background-color has-background wp-block-paragraph\"><a href=\"https:\/\/journals.sagepub.com\/doi\/pdf\/10.1177\/106480460601400204\">For free access to the full paper in PDF &#8211; CLICK HERE <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM K-Hub brings you an overview of this comprehensive, science-based checklist for CRM training design and delivery, intended to guide trainers through the full training life-cycle. Meant as a good primer for CRM trainers who are not familiar with core training principles.<\/p>\n","protected":false},"author":58,"featured_media":4275,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,117,148],"tags":[],"class_list":["post-5422","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-competency-based-training","category-crm-principles-objectives","category-instruction"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A checklist for CRM training design and delivery. - The CRM Knowledge Hub<\/title>\n<meta name=\"description\" content=\"A comprehensive, science-based checklist for CRM training design and delivery, intended to guide trainers through the full training life-cycle. 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