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Design Thinking Training Template and Checklist

A ready-to-run design thinking program and the readiness checklist to go with it. Teach every stage, then see which teams can actually run the method.

Reviewed by Pradeep Arora, Chief Strategy Officer

  • A seven-module program across the five design thinking stages
  • A program readiness checklist mapped to a real problem to solve
  • A team readiness matrix that shows where the method is thin
  • A workshop and practice calendar from research to test
Choose your format Book a demo Take Design Thinking Training live with Disprz in 20 mins
Free No credit card PDF, Word and Excel

What is inside

  1. A seven-module design thinking program across empathise, define, ideate, prototype and test, with facilitation.

  2. A 10-point program readiness checklist you can map to a real problem your team owns and mark off as you go.

  3. A team readiness matrix that scores each team and shows where the method is thin.

  4. A workshop and practice calendar that runs from user research through to testing with real users.

Who it is for

Anyone who has to plan what people learn, and answer for whether it landed.

  • L&D and training teams
  • People managers and team leads
  • Heads of function and department
  • HR business partners
  • Compliance and risk teams
  • Onboarding and enablement teams
  • Operations and delivery leads
  • COOs and HR directors
Design thinking is a practised method, not a poster on the wall. The teams that only ran one workshop are the ones that quietly stopped, so track whether teams can run the method on a real problem, not just whether they attended.

How to use this template in 4 steps

  1. Pick your format. Download the PDF to share, the Word file to edit, or the Excel file to work in live. All three are free.
  2. Make it yours. Adapt the sections, fields and wording to your team, roles and process so it fits how you actually work.
  3. Put it to work. Fill it in, circulate it to stakeholders for sign-off, or roll it out to your team.
  4. Track and improve. Review it on a set cadence and refine it as your goals, roles and priorities change.

What is inside

  • A seven-module design thinking program across empathise, define, ideate, prototype and test, with facilitation.
  • A 10-point program readiness checklist you can map to a real problem your team owns and mark off as you go.
  • A team readiness matrix that scores each team and shows where the method is thin.
  • A workshop and practice calendar that runs from user research through to testing with real users.

Adapt the modules and checklist to your own product, service and problem context. This is a starting structure to build a design thinking habit, not a rigid method you must follow step for step.

The training program template

Seven modules across the full design thinking method plus the facilitation skill to run it. Run the core stages for every team, then use facilitation and applied practice to build the habit.

Table 1: Design thinking program template.
ModuleAudienceDurationWhat it must cover
1. Mindset and the five stagesAll staff20 minWhat design thinking is, when to use it, and how the five stages fit together.
2. Empathise and user researchPractitioners35 minInterviews, observation and listening for real needs without leading the answer.
3. Define and framingPractitioners30 minSynthesising research into a sharp, human problem statement worth solving.
4. IdeatePractitioners25 minDiverging widely, then converging, and separating idea generation from judgement.
5. PrototypePractitioners25 minMaking an idea tangible fast and cheaply, at the fidelity the question needs.
6. Test and iteratePractitioners30 minPutting a prototype in front of real users and running the learn-and-revise loop.
7. FacilitationFacilitators, leads40 minRunning sessions, keeping them safe and divergent, and handling dominant voices.
Swipe the table to see all columns

Delivering these modules through an LMS lets teams practise a stage, apply it to a real problem, and come back for the next, so the method sticks as a habit instead of fading after one workshop.

The program readiness checklist

Ten steps to make design thinking a practised capability, not a one-off workshop. Tick items to track your own progress, it stays in this browser. The download has the same list with an owner column.

0 of 10 in place
  • A real problem chosen for teams to practise onFramingPer cohort
  • User research method taught and triedEmpathisePer cohort
  • Problem statements reviewed before ideationDefinePer project
  • Idea generation separated from judgementIdeatePer session
  • Low-fidelity prototyping tools availablePrototypeOngoing
  • Access to real users for testing arrangedTestPer project
  • Facilitators trained to run sessionsFacilitationOngoing
  • Method applied to a live problem, not just taughtApplicationPer team
  • Capability tracked by team, not just attendanceGovernanceOngoing
  • Outcomes and learnings reviewed each cycleGovernancePer cycle

The most common gap is the eighth one. A team can pass every module and still never run the method on a real problem, which is the only place it creates value.

Team readiness at a glance

The checklist tells you what is missing overall. This matrix tells you which teams can actually run the method. Score each team on the five capabilities that carry the most weight. In Excel the readiness and gaps calculate as you type.

Design thinking readiness by team
TeamPeopleEmpathiseDefineIdeatePrototypeTestReady
Product design4022222100%
Product management552211170%
Engineering1201122170%
Customer support902110150%
Marketing70000000%
Coverage at required60%40%40%40%20%58%
Swipe the table to see all columns

Marketing is the exposure here: no exposure to any stage, yet they own the customer problems where framing and testing would pay off most.

The workshop and practice calendar

Table 3: Design thinking workshop and practice calendar.
TimingActionOwner
KickoffIntroduce the mindset and pick a real problem for the cohort.L&D and team lead
Week 1Empathise: run user research and share what was heard.Practitioners
Week 2Define and ideate: frame the problem, then generate options.Facilitator
Week 3Prototype and test: build something cheap and put it in front of users.Practitioners
MonthlyReview which teams are applying the method to live problems.L&D
Per cycleCapture outcomes and learnings, and pick the next problem.Team lead
Swipe the table to see all columns

How to run it

  1. Pick a real problem to practise on

    Abstract exercises do not transfer. Run the training against a live problem the team owns.

  2. Teach empathise before ideate

    Start with user research and observation, so ideas come from real needs, not the room's assumptions.

  3. Spend time on the define stage

    A sharp problem statement is where most teams cut corners, and it decides everything downstream.

  4. Make prototyping cheap and fast

    Paper, clickable mockups, role-play. The point is a testable idea, not a polished build.

  5. Test with real users, then iterate

    One round of feedback is not a test. Build the loop of test, learn and revise into the habit.

  6. Review who is applying it, monthly

    Track which teams run the method on new problems, not just who sat through the workshop.

Frontline teams reach 45 percent-plus completion on Disprz when training is delivered in short, mobile modules in the local language, the format this practice-first program is built for.

Common mistakes this pack prevents

  • Running one workshop, then defaulting back to building whatever was already planned.
  • Jumping to ideation without any user research, so ideas rest on the room's assumptions.
  • Rushing the define stage, so the team solves a fuzzy or wrong problem beautifully.
  • Polishing a prototype for weeks instead of testing a rough one in days.
  • Measuring attendance instead of whether teams can run the method on real problems.

Which format should you use?

Format Best for What is inside Editable Size
PDF Sharing and print The full template, formatted to print or circulate No 54 KB
Word Editing the wording Every section as editable text you can adapt Yes 86 KB
Excel Filling it in live The grid and fields set up as a working spreadsheet Yes 65 KB
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Questions people ask

What are the five stages of design thinking?
Empathise, define, ideate, prototype and test. They are iterative rather than strictly linear, so teams loop back as they learn. The seven-module template in the pack covers all five plus facilitation, and you can adapt it to your own context.
How is design thinking training different from a one-off workshop?
A workshop introduces the method. Training builds the capability by having teams practise each stage on a real problem and come back to apply it again. A rollout that stops at one workshop almost always fades within weeks, which is what the readiness checklist is designed to prevent.
Can I adapt the modules and checklist?
Yes. The Word and Excel versions are unlocked. Rewrite modules into your product and service context, map the checklist to a real problem your team owns, change the teams in the matrix, and rebrand it.
Does the Excel tracker work in Google Sheets?
Yes. The readiness matrix uses standard formulas, so importing into Google Sheets or Numbers keeps the scoring, gaps and readiness percentages intact.
Do I have to fill the form three times?
No. Complete it once and all three formats unlock, including on your next visit from the same browser.

Design thinking only pays off when teams keep using it. That is the part we run.

Bring your teams to a 30-minute working session. We will show how Disprz delivers design thinking in short mobile modules with practice built in, and rolls capability up by team, so you can see who is really using the method.

Design Thinking Training TemplateFree template
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