Pre-class Checklist
Unified checklist — 2 weeks before through morning-of
<span class="trainer-phase-label">Pre-class checklist</span>
<span class="trainer-step-indicator"><strong>9 steps</strong> · 2 weeks → T-60 min</span>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, enter the workshop delivery date (YYYYMMDD, same as the trainer gate code). Checkboxes sync to Cloudflare D1 (SQLite) when configured; otherwise they persist in this browser until cloud sync is enabled. Lead and co-trainer sharing the same delivery date see the same cloud state.
This checklist owns all pre-class and morning-of checkboxes (2 weeks before → T-60 min). The facilitator guide is the day-of runbook only — schedule, module rhythm, troubleshooting, and UI verification walkthroughs. It links here instead of duplicating items.
Related: facilitator-guide · module-delivery-pattern · reflection-prompts
Checklist pages (read in order)
| # | Page | When | Topics |
|---|---|---|---|
| 1 | ADLS2 storage | 2 weeks before | TLC upload · storage key · 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 | Credentials sheet · prints · repo · site |
| 7 | Power BI | 1 week before | Desktop build · Service publish (Module 7) |
| 8 | Day before | Day before | Attendee reminder · token expiry · dbt smoke test |
| 9 | Morning of | T-60 min | Live verification · Module 8 generator · room materials |
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 keys/tokens from here - Databricks workspace — needs ADLS2 storage account key
- Snowflake (trainer) — external stage needs 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.
Credential Distribution Schedule
| Item | When | How |
|---|---|---|
| ATTENDEE_ID | Module 1 (start of day) | Printed card or slide |
| Databricks workspace URL | Module 2 | Email invite (sent 1–2 weeks before) |
| ADLS2 Storage Account Key | Module 2 | Verbal or printed — never in Git |
| SAS Token | Module 3 | Printed card — has expiry date |
| Aiven credentials | Module 8 | Printed card — SSL certs + Service URI |
| Snowflake account | Self-service | Attendee creates own trial (before or during Module 3) |
| Databricks PAT | Module 8 (if needed) | Self-service via Settings → Access Tokens |
Card contents: § Materials & credentials — Credentials Sheet
Quick Reference — Who Manages What
| Platform | Who creates account | Who runs setup scripts | Notes |
|---|---|---|---|
| Databricks | Trainer (workspace + invites) | Attendee runs 00_setup.py |
Trainer pre-creates clusters and shares notebooks |
| Snowflake | Attendee (own trial) | Attendee runs 00_account_setup.sql |
Creates DE_MASTERCLASS, DE_WORKSHOP_WH, DE_WORKSHOP_ROLE |
| ADLS2 | Trainer (one shared account) | Attendee uses key in notebook | Trainer generates key + SAS token |
| dbt | Attendee (Codespaces or Docker) | Attendee configures profiles.yml |
Targets Snowflake with DE_WORKSHOP_ROLE |
| 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 (12 KPIs, 5 pages), publishes to cloud workspace if licensed; attendee uses free Desktop after Module 4 | Trainees: no Pro. Trainer: Pro/Fabric workspace optional but recommended for Service demo |
Document history
| Date | Change |
|---|---|
| 2026-06-06 | Split into nine sub-pages with index; preserved ADLS2 → Databricks dependency order |
| 2026-06-06 | Declared single source of truth for pre-class; facilitator guide defers here |
| 2026-06-05 | Power BI: trainer Desktop build + cloud workspace publish checklist |
| 2026-06-04 | Initial pre-class checklist covering all platforms and timelines |