Planning Onsite CPR Training: A Checklist for Office Managers & Team Leaders
Planning onsite CPR training for an office, school, clinic, or workplace? Start with the credential your team needs, then organize the people, space, and schedule. This checklist helps office managers, HR staff, and team leaders prepare a clear request for group training.
What should you confirm before booking onsite CPR training?
Confirm the course, headcount, location, preferred dates, training format, total cost, and completion requirements. Onsite training brings the instructor to your organization; it does not mean every employee needs the same course or that every program fits into the same time slot.
Your onsite CPR training checklist
-
Match the course to your team's roles
Get the exact course name and accepted issuing organization from your safety lead, employer, or program coordinator. "CPR training" alone may not describe the credential required.
- Workplace and nonclinical teams: compare Heartsaver CPR, AED, and First Aid options. Decide whether you need CPR/AED, First Aid, or both.
- Healthcare teams: review BLS certification and any additional credentials required for specific roles.
- Childcare and youth-facing teams: confirm whether pediatric First Aid and infant/child CPR are required before selecting a course.
A mixed clinical and administrative team may need different courses. Use the full course directory to compare pathways.
For job requirements, confirm the specific Heartsaver course path. AHA notes that Heartsaver Basic does not generally meet workplace or regulatory requirements.
-
Count participants by role and shift
Estimate attendance, identify new learners and returning participants, and note current card expiration dates. Plan coverage while staff attend: one class may not suit every shift or department. Ask about separate sessions and the deadline for confirming your final headcount.
-
Confirm the format and time commitment
Ask for the expected class length, setup time, breaks, and any pre-course work. GEAR UP offers daytime, evening, and weekend onsite options; confirm availability for your dates and address. For blended training, clarify who supplies online access and when it must be completed.
AHA Heartsaver blended training requires online coursework plus a hands-on skills session. Do not schedule it as an online-only certification.
-
Check the room, equipment, and building access
Reserve a clear space for manikin practice, not just enough chairs. Confirm equipment responsibilities, seating, power, presentation needs, accessibility, and accommodations with the instructor. Share parking, loading, elevator, security, and arrival instructions before training day.
-
Get an itemized group-training quote
Ask whether pricing includes instruction, materials, online modules, skills testing, course cards, and onsite or travel fees. Confirm any minimum charge, payment deadline, cancellation terms, and how attendance changes affect the total. An individual class price is not automatically an onsite quote.
-
Send the roster and preparation instructions
Assign one organizer. Confirm participant names and email addresses, share the schedule and prerequisites, and explain what to bring. For blended sessions, check that each learner has completed the required online portion and can provide proof before attending skills training.
-
Plan documentation and follow-through
Confirm the completion requirements, how course cards will arrive, and who will track them. AHA course completion cards are valid for two years; use each card's expiration date to plan renewals. Afterwards, review your workplace's emergency contacts, AED location if applicable, and response responsibilities with the team.
What to include in your group-training request
Copy this outline into your message and replace the bracketed details. It is a starting point for a quote, not a booking confirmation.
Subject: Onsite CPR training request — [Organization] Organization and training address: [Name, street address, city/state, ZIP] Participants and roles: [Approximate headcount, departments/shifts] Course or credential needed: [Course name, or requirements to review] Preferred dates and completion deadline: [Options] Preferred format: [In-person, blended, or need advice] Room and access details: [Space, parking, accessibility needs] Organizer contact: [Name, email, phone] Please confirm availability, course length, prerequisites, what's included in the total price, any minimum charge, and rescheduling terms.
Common questions about onsite CPR training
How much does onsite CPR training cost?
Request a quote for your course, group size, address, and format. GEAR UP's onsite training page notes an onsite fee, so confirm the full amount and inclusions rather than multiplying a public class price by your headcount.
Is there a minimum or maximum group size?
Confirm this when requesting your quote. Ask about minimum charges and how your headcount affects instructors, equipment, room setup, or additional sessions. For a smaller team, also compare individual seats at a GEAR UP training location.
Does a CPR class automatically make our workplace OSHA-compliant?
No. A course completion card does not, by itself, establish compliance with every applicable workplace requirement. OSHA's general-industry first-aid standard addresses medical services, trained first-aid personnel in specified circumstances, and supplies. Have your safety lead confirm the standards, coverage, and equipment requirements that apply to your workplace.