Driving training: 2 ways to run in-house
I'm Liam Jones, founder of Pilla and a qualified management consultant. I've helped hundreds of businesses set up workflows, and in this article I'm going to show you two real examples of how to run in-house driving for work training.
I'll start with the simple agenda, then add a group photo for the record. You can open up each template in our workflow builder playground as a starting point and experiment for yourself.
If you're looking to automate this part of your operation, speak to an expert and we'll show you what it would take to set up.
The workflows at a glance
- #1 - The training agenda. A checklist of the driving for work points to cover, plus a field for who was trained.
- #2 - With a group photo. The same agenda, plus a group photo of the session kept on the training record as evidence.
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What this is
This page covers driving training as editable playground workflow templates on Pilla’s canvas. Open a version, tweak the steps, and try it with your team. You are picking whether you just need the agenda logged, or a group photo on the record too.
#1 - The training agenda
Who it's for: Managers who know the driving-for-work controls and want to brief staff, with a record it happened.
What it is: In-house driving for work training is a short session a manager delivers to staff. This version is the agenda for that session: a checklist of the points to cover, checking the vehicle before driving, valid licence and insurance, planning the journey, no phone use, managing fatigue, and reporting defects and incidents, plus a field for the names of everyone trained.
In practice: You run a new delivery driver through the walk-round vehicle check, leaving the phone in the glovebox, and building in a break on the long run, and type in who attended. Fifteen minutes, and a dated record the team was trained.
Why it works: The agenda sits on the canvas, so the session covers the same ground every time, whoever runs it. Capturing the names in the same step means one record covers the session, whether you train one person or the whole team.
Steps included:
- 1 checklist (6 driving for work points to cover)
- 1 field for who was trained (names)
#2 - With a group photo
Who it's for: Operations that want a photo on the training record so an auditor can see who sat the session, with faces next to the typed names.
What it is: The training agenda plus a group photo of the staff who were trained, kept on the record alongside the names. A quick snap at the end of the session, and the record carries a picture of who was there.
In practice: You finish running through the points, gather the team for a quick photo, and save. The training record now has the agenda, the names, and a photo of the group, one tap to produce if an inspector ever asks who was trained and when.
What it adds to the training agenda:
- A group photo as proof the session ran, harder to dispute than a typed name
- A visual record kept next to the names, in the same session
- Something concrete to show an inspector or auditor beyond a text log
Why it works: A photo of the group is quick to take and hard to fake, so the record carries proof the training happened, with faces next to the typed names.
Steps included:
- 1 checklist (6 driving for work points to cover)
- 1 field for who was trained (names)
- 1 group photo of the session
How to pick the right version
You don't need to know our product to choose. Both versions are the same training agenda. The second just keeps a photo on the record too.
Do you just need a record the session ran?
If a dated agenda with the names of who attended is enough, #1 is all you need. It covers the same ground every session and gives you a record it happened.
Do you want photo proof on the record?
If you want a picture of the group alongside the names, so the record shows who was trained, #2 adds a group photo of the session.
Related workflows
- Driving risk assessment - the assessment behind this training
- In-house working outside training - off-site work risks
- In-house first aid training - for incidents on the road
Conclusion
In-house driving for work training turns vehicle checks and safe driving habits into a short repeatable session with a record it happened. Pick from the versions above: agenda and names, or the same with a group photo on the record.