Participant Brief Template
Participant Brief Template
Most program pre-work involves asking participants to complete a set of assigned readings. The Participant Brief is different, giving participants something meaningful to bring into the room.
Before starting a learning program, this one-page pre-work template helps participants connect the material to a real business opportunity they are currently navigating, while establishing a clear focus for growth and application.
In addition, a simple manager review creates alignment before the program begins, while giving facilitators meaningful context they can use from the first session.
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ADDITIONAL INFORMATION
What’s Included
- Ready-to-use participant brief
- Four focused reflection areas
- Manager review and sign-off
- Digital PDF download, with one-page fillable participant template
FAQs
When should participants complete it?
It is recommended that participants complete this template two weeks before the program begins. This buffer ensures they have time to align on growth goals with their managers, while giving facilitators a comfortable window to review the insights and customize the program to the cohort's needs.
How long does it take?
Approximately 30 minutes.
Is it an assessment?
No. It is a pre-work and alignment tool, not a scored evaluation.
Can this template be shared with participants?
Yes. This template can be shared with the participants and managers within the learning programs you design, facilitate, or administer. Please note that this resource remains the intellectual property of BY Advisory and must be credited accordingly; it cannot be claimed as your own work. Additionally, commercial use is prohibited—you may not sell programming, courses, or services built around this resource.