32 Claude Skills for Trainers and Facilitators, From the First Brief to the Follow-Up

What these skills are

One session or programme, from the first brief to the follow-up weeks later, as installable Claude skills.

This pack is for corporate trainers, facilitators and independent consultants who run workshops and leadership sessions.

The skills follow a session in the order you live it, in seven stages, from the brief that says what the room is for to the follow-up weeks later and the debrief with the sponsor.

The red line: Claude prepares the session and the follow-up; you read the room and decide what happens in it, no participant is ever graded, ranked or profiled, and nothing is recorded without their consent.

Each skill produces one artifact from one method. It says what to paste and where the method breaks, and gives a fixed output template, a finish line and the next skill to run.

Feedback rates the session, never the trainer or a participant. Every duration, gap and threshold is yours to set, and missing data becomes a bracketed placeholder.

Download all 32 skills. One zip: ready-to-install skill zips, readable SKILL.md files, and the sources behind every method. Free, no signup. Download the zip · Browse on GitHub

The 32 skills you get

The set follows a session in seven stages: framing it, designing it, preparing the room, getting ready to run it, making it stick, reviewing and improving it, then taking it beyond one session.

1 · Frame it

1. Session Purpose Brief

Use when: "The client wants a workshop" and nobody has said what must be different afterwards

Output: One-page brief, decide or inform, who must be in the room, the "should this be a session at all" verdict

2. Sponsor Kickoff Questions

Use when: The sponsor books the room, disappears, then asks months later why nothing changed

Output: Question guide for the sponsor call, success at work in their words, who does what before and after, one-page call note

3. Pre-Session Survey

Use when: You are designing for a group you have never met and all you have is a job title

Output: Five to seven questions for participants, the invitation line, an aggregate summary for the design

2 · Design it

4. Training Session Plan

Use when: The draft is a list of topics with a slide count, and practice is "if we have time"

Output: Timed flow for a session that teaches a skill, the practice share, the scripted first five minutes, the energy logic

5. Workshop Agenda

Use when: The agenda is a list of topics and the group is supposed to leave with a decision

Output: Blocks marked diverge or converge, the exercise for each, group splits, a participant version and a facilitator version

6. Session Time Budget

Use when: The sponsor's deck is far too long for the slot and everything "must go in"

Output: Minutes per outcome, real activity time, what stays, what moves, a cut list with reasons

7. Group Activity Bank

Use when: Every session ends up with the same two breakout formats, and the group can tell

Output: Two or three group methods per block as run lists, with source, virtual variant and fallback

8. Role-Play Practice Kit

Use when: Role play is the part everyone dreads, and the part the skill most depends on

Output: Learning points, a good and a poor model, role cards for trios, three ways to take part, observer notes, debrief

9. Virtual Session Redesign

Use when: The in-room day moves online as it is, and by the second hour people are answering email

Output: An in-room plan rebuilt for a video call, an interaction per block, breakout plan, producer role, plan B

3 · Prepare the room

10. Pre-Work and Invitation

Use when: People arrive not knowing why they are there, and nobody opens the pre-read

Output: Invitation, one small "come with" ask, a pre-read from your own material, a reminder, the team's messages

11. Workshop Run Sheet

Use when: The session is Thursday, the agenda is agreed, and nothing is runnable yet

Output: One table by clock time, pivot sentences, the move if it wobbles, kit list, two checklists

12. Trainer and Facilitator Guide

Use when: A colleague delivers your session next month and all they have is your slides

Output: Per segment its purpose, cue, key points, questions with good answers, activity setup, what to cut if late

13. Training Slide Outline

Use when: The deck is the session, and the trainer ends up reading it aloud

Output: Slide-by-slide outline with sentence headlines, one instruction slide per activity, cut list, accessibility notes

14. Participant Handout

Use when: The handout is the slides printed six to a page

Output: Guided notes, a worksheet per activity, the look-up content, the action plan page, an accessible layout

4 · Run it

15. Icebreakers and Session Openers

Use when: You need an opener that does not make people cringe

Output: Three openers tied to the first content block, a way to take part without personal disclosure, a virtual variant

16. Session Agreements and Consent

Use when: A recording tool joins the session by default and nobody was asked

Output: Working agreements the room edits, the confidentiality rule, consent wording for any recording or AI note-taking

17. Difficult Moments Plan

Use when: The room goes flat at 2pm and you are deciding what to do while forty people watch

Output: A pre-thought move for each situation, the sentence to say, the block that shrinks

18. Activity Debrief Questions

Use when: The exercise was lively and then the debrief is "so, how was that?"

Output: A three-step question sequence per activity and for the close, follow-ups, a version for pairs

19. Wall and Board Capture

Use when: The session just ended and everything it produced is on a wall that will be wiped tonight

Output: A capture file by block from wall photos and notes, counts as counts, unreadable items logged, questions flagged

5 · Make it stick

20. If-Then Action Plan

Use when: The close is "one takeaway each" and by Monday nobody remembers theirs

Output: The page each participant fills, one "if this, then I will" plan, the first date, the obstacle, who they tell

21. Practice Assignment

Use when: People practised in the room and the first real attempt is left to chance

Output: One real task at work, what good looks like, a peer partner, how it comes back

22. Post-Session Follow-Up Sequence

Use when: The session went well, and then nothing happened

Output: The messages after the session, one job each, dates you set, a way to opt out

23. Spaced Retrieval Plan

Use when: People could do it in the room and freeze a month later

Output: The few things people must recall, a question or scenario for each, gaps that widen, results by question

24. Manager Briefing Note

Use when: The manager approved the day off and has no idea what it was for

Output: One short message to managers before and one after, the one question to ask, what they will not receive

25. Manager Check-In Guide

Use when: Learners go back to a manager who never asks what they learned

Output: Before and after conversations in a manager's words, check-ins in existing meetings, a barrier log of conditions

6 · Review and improve

26. Session Feedback Form

Use when: The form says everyone loved it and tells you nothing to change

Output: Four to six questions with concrete answer options, two open prompts, an aggregate summary

27. Session Summary and Decisions

Use when: The session was yesterday and you need to send something today

Output: The record against the brief, decisions and owners, themes with their items, vote counts, parking lot

28. Facilitator Retro

Use when: You run the same session next month and cannot remember what you swore to change

Output: Six questions in fifteen minutes, a half-page note, timing corrections per activity

29. Sponsor Debrief

Use when: The sponsor asks "so, how did it go?" and all you have is "they seemed engaged"

Output: A one-page debrief for the sponsor call, aggregate themes, what the sponsor and managers do now, the decision asked

7 · Beyond one session

30. Training Proposal

Use when: A client asks for "a quote for a one-day workshop" on something that took years to build

Output: The situation in the client's words, the outcome, the design in stages, what the client provides, options with the price left blank

31. 70-20-10 Programme Plan

Use when: The client wants the two-day course again, and you know two days will not do it

Output: Real assignments at work, coaching and peer pairs tied to them, live sessions placed before the work that uses them

32. Train-the-Trainer Handover

Use when: The programme has to run in five places and the plan is one walkthrough of the deck

Output: Delivery learning points, a modelled segment, teach-back slots, practice rounds, delivery notes, a readiness conversation

Where to start

The quality bar

Every skill in the pack holds the same standard:

• One method, applied properly: each skill uses the real mechanics of its method (the order of the questions, the blocks, the rounds, the columns), not a generic “gather, analyse, recommend”
• It tells you where it breaks: every skill says when not to use it and which skill here fits instead
• Same shape every time: a fixed output template, a short “done when” check, and a decision a named person makes
• No invented facts: no made-up numbers, benchmarks, quotes or results, and no forgetting or retention statistic anywhere. Every duration, gap and threshold is yours to set; missing data becomes a bracketed placeholder
• A person checks what participants will see: activities, slides, handouts and role plays carry a check a trainer runs before they reach the room
• Sessions are reviewed, people are not: feedback rates the session, never the trainer or a participant. Results are read in aggregate, small groups are suppressed, and nobody is sorted into a type
• The red line: Claude prepares the session and the follow-up; you read the room and decide what happens in it, no participant is ever graded, ranked or profiled, and nothing is recorded without their consent

Who made this

Polar Bear is a people ops consultancy for human-size teams (20 to 200 people). Built by ex-McKinsey founders with a dream to make AI work for People, not instead of them. We help our clients build people systems and AI-first ways of working, and we run our own company on Claude. This pack is the free, self-serve version of how we work.

This pack is for whoever is accountable for the session. If you run a training or facilitation practice and want it working this way, with AI carrying the briefs, the run sheets and the follow-up messages so people read the room and decide what happens in it, that is what we build with clients.

I help trainers and facilitators put AI to work on the preparation and the follow-up, so the room stays human. Find 30 min together

Install in Claude Code

Two lines, and every skill in the pack loads at once.

/plugin marketplace add polar-bear-org/claude-skills
/plugin install trainers-pack@polar-bear-skills

Using Claude on the web instead? Download the zip and upload each skill from its install folder under Customize → Skills.

How to use it: pick the workflow that matches your week

Start with the session purpose brief: it says what the room is for before you design anything. After that, bring the thing that is in front of you.

Frame the session

The client wants a workshop and the outcome is still soft.

Session Purpose Brief → Sponsor Kickoff Questions → Pre-Session Survey

Design around practice

A list of topics has to become a timed session that fits the slot.

Training Session Plan → Workshop Agenda → Session Time Budget → Group Activity Bank → Role-Play Practice Kit → Virtual Session Redesign

Prepare the room

The agenda is agreed and nothing is runnable yet.

Pre-Work and Invitation → Workshop Run Sheet → Trainer and Facilitator Guide → Training Slide Outline → Participant Handout

Get ready to run it

The day is close and you want the start, the agreements and the hard moments thought through.

Icebreakers and Session Openers → Session Agreements and Consent → Difficult Moments Plan → Activity Debrief Questions

Make it stick

The session went well and you want something to happen at work afterwards.

If-Then Action Plan → Practice Assignment → Post-Session Follow-Up Sequence → Spaced Retrieval Plan → Manager Briefing Note → Manager Check-In Guide

Send the record

The session just ended and everything it produced is on the wall.

Wall and Board Capture → Session Summary and Decisions → Post-Session Follow-Up Sequence

Review and go further

The sponsor asks how it went, and the answer may open a next piece of work.

Session Feedback Form → Facilitator Retro → Sponsor Debrief → Training Proposal → 70-20-10 Programme Plan → Train-the-Trainer Handover

Install it in five minutes

In Claude Code

/plugin marketplace add polar-bear-org/claude-skills
/plugin install trainers-pack@polar-bear-skills

In Claude.ai or Claude Desktop

1. Download the pack and unzip it: its skills folder holds all 32 skills (https://meet-polar-bear.com/skills/trainers-pack.zip). In Claude, click your name at the bottom left, then Settings.
2. Under Customize, choose Skills. Click Add, then Upload a skill.
3. Drag the skill's file into the box, or click to browse. You can add several at once.
4. In the pack folder, open skills, then the skill you want, and select its SKILL.md (fac-session-purpose-brief is a good first one).
5. Claude shows the skill's name and what it does. Click Upload.
6. The skill opens on its own page. Its toggle should be on.
7. Try it in a new chat: type / and the skill's name, then say what you need.

Then try one

• Run fac-session-purpose-brief on the request as it reached you: [paste the client's email or your notes here]
• Run fac-session-time-budget on the sponsor's deck and the slot you have: [paste them here]
• Run fac-follow-up-sequence on the plan of the session you just ran: [paste it here]

Questions people ask

What is in the Claude for Trainers and Facilitators pack?

32 Claude skills that follow one session or programme in seven stages: frame it, design it, prepare the room, run it, make it stick, review and improve, and go beyond one session. Each skill produces one artifact from one method.

How do I install these Claude skills?

In Claude Code, two lines install all 32 at once. In Claude.ai or Claude Desktop, download the zip, open Settings, Skills, Add, and upload the skills you want. Either way it takes about five minutes.

Do I need Claude Code to use them?

No. The skills work in Claude.ai, Claude Desktop and Claude Code. In the app you upload them yourself; in Claude Code one command installs the whole pack.

Do the skills work with ChatGPT or other assistants?

They are built as Claude Skills, and installing them is a Claude feature. Each one is a plain Markdown file, so you can read it and reuse the method elsewhere, but it will not load and trigger by itself outside Claude.

Does Claude grade participants or record the session?

No. Claude prepares the session and the follow-up; you read the room and decide what happens in it. No participant is ever graded, ranked or profiled, and nothing is recorded without their consent.

Is the pack free?

Yes. It is free to use inside your company and in client work, and not for resale. There is no signup: the download and the install command are on this page.

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