Pre-Training Checklist


This document includes a checklist of items to perform or have ready before the training module is delivered. Some adaptations may be necessary if the module is combined with other training modules, or delivered virtually.


5 flipcharts (preferably self-sticking, so that they can be displayed on a wall)
20 markers (thick writing style and in a variety of colors)
LCD Projector
HDMI and VGA video cables
USB drive with Video files and PDFs of Instructional Handouts for Parts B and C (incase of internet problems)


Pre/Post Test (2 copies for each training participant)
Part A Handout: Dos and Don’ts of Data Collection
All three PDF handouts for Part A Activity #3
Part B Handout: Download the App, Login, and Download Imagery and Survey
Part B Quiz
Part C Handout: Survey Form Field Completion and Sending an Offline Survey Form
Part C Handout: GNSS Pairing
Part D Quiz


  • Ensure that all training participants have access to an ESRI user account and are assigned to the correct role (If not, collect the information from the partner and submit the information to Cadasta’s Technical Support team for creation)
  • Work with the organization to be trained ahead of time to finalize their survey form on Survey123
  • Publish the final survey form and share the form with the data collector user group
  • If you are bringing sample devices for the training, ensure that the devices have a full battery charge and that the Survey123 app has been deleted
  • Download a screen mirror app onto the phone or tablet and computer you plan to use for training and test the functionality to ensure that it works
  • Log into Survey123 on the device you plan to use for the live demo using the trainer username credentials to remove any surveys or base maps that have been previously downloaded and verify that the survey form and basemap that you will train participants to download is an available for download
  • Be sure to inform Cadasta colleagues on the program and tech teams of the training dates and location; with one or more team members identified to offer troubleshooting support
  • Ask the organization to be trained about the kinds of smartphones and/or tablet devices that they plan to use for training; ensure that these devices meet our technology recommendations and offer equipment suggestions if needed
  • Work with the partner organization to secure a training location; ideal locations have strong internet connectivity and have enough space for small group breakouts
  • Communicate with the training group frequently, beginning multiple weeks before the training, to provide instructions on how to access their user account, download items ahead of time, give them a preview of the training agenda, and other logistic details