Pre-class Checklist
Unified checklist — 2 weeks before through morning-of
Pre-class checklist 9 steps · 2 weeks → T-60 min
How to use this checklist
Work through every page below in order. Tick each checkbox before delivery day — progress is saved automatically (per delivery date). Reopen any page to see what is done vs still open.
On first visit, sign in with the trainer password, then set or choose a workshop session (delivery date + name). Checkboxes sync to Cloudflare D1 (SQLite) when configured; otherwise they persist in this browser until cloud sync is enabled. Lead and co-trainer on the same session see the same cloud state.
This checklist covers infrastructure and lab environments only (ADLS2, Databricks, Snowflake, roster/portal, site deploy, morning-of platform smoke tests).
Classroom logistics (projector, printed handouts, QR codes, seating, whiteboard) → Facilitator guide § Before the room opens.
Technical checkboxes live here (2 weeks before → T-60 min platform verify). The facilitator guide owns day-of delivery — schedule, module rhythm, room setup, troubleshooting.
Related: facilitator-guide · module-delivery-pattern · reflection-prompts
Checklist pages (read in order)
| # | Page | When | Topics |
|---|---|---|---|
| 1 | ADLS2 storage | 2 weeks before | Set month in workshop-data.json · TLC upload · ADLS2 storage account access key · ADLS2 SAS token |
| 2 | Databricks workspace | 2 weeks before | Git folder · groups · Unity Catalog · clusters · SQL warehouse |
| 3 | Snowflake (trainer) | 2 weeks before | Trainer trial · external stage verification |
| 4 | Aiven Kafka | 2 weeks before | Cluster · certs (Module 8) |
| 5 | Databricks secrets | 2 weeks before | CLI · workshop-scope (Module 8) |
| 6 | Materials & credentials | 1 week before | Roster · portal · GitHub invites · site deploy |
| 7 | Power BI | 1 week before | Desktop build · Service publish (Module 7) |
| 8 | Day before | Day before | Reminder email · token expiry · dbt smoke test |
| 9 | Morning of | T-60 min | Live platform verification (Module 8 generator) |
After page 9, continue the day-of runbook: Facilitator guide § Before the room opens.
Dependency order
Infrastructure pages 1 → 5 follow platform dependencies — not alphabetical order:
- ADLS2 — Databricks
00_setup.pyand Snowflake external stage need ADLS2 storage account access key and ADLS2 SAS token from here - Databricks workspace — needs ADLS2 storage account access key
- Snowflake (trainer) — external stage needs ADLS2 SAS token from ADLS2
- Aiven — Kafka cluster and certs (Module 8)
- Databricks secrets — needs workspace (page 2) + Aiven credentials (page 4)
Pages 6 → 7 are one week before (materials can be prepared while infra is verified). Pages 8 → 9 are the final countdown.
Trainee pre-work
Send expectations and links from Trainee pre-work (site URL, token, fork/Codespace, Snowflake trial, .env). Credential timing: schedule below.
Credential Distribution Schedule
| Item | When | How |
|---|---|---|
| GitHub fork access | 1–2 weeks before | Trainer adds collaborator (Read) on source repo using roster GitHub user / GitHub email — Trainee pre-work § GitHub fork access |
| ATTENDEE_ID | Module 1 (start of day) | Printed card or slide → paste into .env |
.env personal credentials |
Before Module 4 | Exercise: dbt § Configure .env — one step when starting dbt lab |
| Databricks workspace URL | Module 2 | Email invite (sent 1–2 weeks before) → paste into .env |
| ADLS2 storage account access key | Module 2 | Verbal or printed — never in Git |
| ADLS2 SAS token | Module 3 | Printed card — has expiry date |
| Aiven credentials | Module 8 | Printed card — SSL certs + Service URI |
| Snowflake account / user / password | Self-service (before Module 3) | Each attendee creates own trial → paste into .env — not on trainer card |
| Databricks PAT | Module 2 / 4 (dbt) | Self-service via Settings → Access Tokens → paste into .env |
Card contents: § Materials & credentials — Credentials Sheet
Quick Reference — Who Manages What
| Platform | Who creates account | Who runs setup scripts | Notes |
|---|---|---|---|
| GitHub (lab fork) | Trainer (collaborator invite) · Attendee (fork + Codespace) | Attendee forks after invite — § GitHub fork access | Roster GitHub user / GitHub email required for every trainee |
| Lab source files | Trainer (emergency approval only) | Rare — § Emergency fallback | Do not send to whole cohort; extra time Modules 2–3 |
| Databricks | Trainer (workspace + invites + Workshop policy) |
Attendee creates own cluster · runs 00_setup.py |
Trainer shares Git folder (Can Run); no bulk cluster creation for roster |
| Snowflake | Attendee (own trial) | Attendee runs 02_account_setup.sql |
Creates DE_MASTERCLASS, DE_WORKSHOP_WH, DE_WORKSHOP_ROLE |
| ADLS2 | Trainer (one shared account) | Attendee uses ADLS2 storage account access key in notebook | Trainer generates ADLS2 storage account access key + ADLS2 SAS token |
| dbt | Attendee (Codespaces or Docker) | Attendee creates .env from .env.template; devcontainer generates profiles.yml |
Targets Snowflake with DE_WORKSHOP_ROLE — see § Attendee .env file |
| Aiven Kafka | Trainer (one shared cluster) | Attendee adds secrets to Databricks | Trainer starts activity generator on Module 8 morning |
| Power BI | Trainer (Module 7 demo) · Attendee (optional self-paced) | Trainer builds in Desktop; attendee uses free Desktop after Module 4 | Pro/Fabric optional for Service demo |