What this guide is: a planning guide for organizers who schedule group CPR, first aid, BLS, or ACLS training for people on different shifts or at more than one location. It draws on OSHA and American Heart Association planning guidance and QKC Health's Terms of Service and class pages.

What it is not: a booking, a schedule, or a promise of dates, times, availability, make-up sessions, or group sizes. It does not decide how many trained responders your workplace needs, and it does not show that a plan meets any requirement. Confirm the course and card your employer, school or program, licensing board, or state rules require before you register.

How to Schedule Group Training Across Shifts

A sequence from the first headcount to written confirmation, anchored to the seven-day change window in QKC Health's Terms of Service.

Work through these steps in order, from the first headcount to a written confirmation for every session. The shift and location planning worksheet on this page follows the same order.

  1. Count people by site and shift. List every location and every shift, how many people work each one, and how many trained responders are on it now. The group CPR training planner collects the overall headcount and the courses your organization needs.
  2. Confirm the course for each person. Use the written requirement from the employer, licensing board, or program, not the job title. Which Course Does Your Team Need? helps you sort a mixed team.
  3. Build session groups. Put people who need the same course and pathway, at the same site, and who can leave work at the same time into one group. Keep full course, renewal, and skills session participants in separate groups unless we confirm otherwise.
  4. Check coverage for every group. Make sure enough trained responders stay on duty to meet your emergency plan for that shift while the group trains, and that clinical staff and key-holders are not all in the same session.
  5. Check each group against the minimum. Under QKC Health's Terms of Service, most courses require a minimum of three participants, and ACLS is available to individual participants. Mark smaller groups to discuss with QKC Health.
  6. Choose where each session runs. Decide between a session at each site and one shared site, and name a site contact for every location you use.
  7. Send one request that covers every group. Request group training through our contact page or call (212) 548-3284, and list the groups, courses, sites, shifts, and preferred time windows. A request is not a booking.
  8. Check every written confirmation. A booking is confirmed only when we confirm the course, date, time, and location in writing. Compare each confirmation with your group list before you announce dates to staff.
  9. Set a checkpoint before the seven-day mark. Under the Terms, a confirmed booking can be canceled or rescheduled at no charge seven or more days before the class; fewer than seven days before, a cancellation or reschedule may be charged up to the full course fee. Before that point, recheck attendance, online completion for skills session groups, and coverage, so that any change you need falls inside the no-charge window.
  10. Close out each session. Move anyone who missed the session or did not complete it to your make-up list, and pass completion records to whoever keeps them. After the Class: Course Cards and Team Training Records explains what to keep.

Shift and Location Planning Worksheet

An Excel workbook that turns your site, shift, and group counts into plain-word checks.

The workbook opens with an Instructions sheet, followed by these working sheets. It stays on your device: nothing is uploaded or sent.

  • Sites and shifts: one row for each shift at each site, with the people on that shift, the trained responders on it now, the number of trained responders your own emergency plan requires on duty, the site contact, and site access and room notes.
  • Session groups: one row for each group, with its course, pathway, site, shift, session window, and participants. It shows the QKC Health class name to use on every list, how many trained responders would be left on duty while the group trains, a coverage check, and a group check.
  • Make-up list: anyone who has not finished the AHA online part in time, misses the session, or needs another option, with a suggested next step, the step you agreed, an owner, and a status.

What the checks say

  • No trained responder left on shift: adjust means every trained responder on that shift would be in training at the same time.
  • Below your plan's coverage: adjust means fewer trained responders would stay on duty than the number you entered from your plan.
  • Below 3: confirm with QKC means the group is under the minimum in QKC Health's Terms of Service. ACLS groups are not flagged, because ACLS is available to individual participants.
  • Course or pathway: confirm with QKC means the combination does not match a class QKC Health lists, or it is still marked Not sure yet.
  • OK means the row passes the workbook's checks. It is not a booking, and it does not show that a plan meets any requirement.

Other words point to a typo or a missing number, such as a site spelled differently on two sheets. Use initials or first names, record no health details, and store the file where only the people who plan training can see it.

Download the worksheet

Open it in your spreadsheet app and start with the Instructions sheet. Groups that would train at the same time share a session window, so the coverage check counts their trained responders together.

Download the shift and location planning worksheet (Excel workbook, 36 KB)

Building Participant Groups by Shift, Site, and Course

A session group is a set of people who need the same course and pathway, at the same site, and can leave work at the same time.

Start with who works where, and when

List each site, each shift at that site, and the people who work it. Note who needs training and which course their written requirement names. For rotating schedules, group people by the dates they can attend rather than by a shift name. Leave out anyone who is on leave during the weeks you are planning, and add them to your make-up list instead.

Keep each group to one course and one pathway

QKC Health lists the full course, the renewal class, and the skills session as separate classes for BLS (BLS Provider, BLS Renewal, and BLS Skills Session) and for ACLS (ACLS Provider, ACLS Renewal, and ACLS Skills Session). Plan a separate group for each pathway, and for each Heartsaver course, unless we confirm in writing that a combined session works for your group. Group Class Formats: Classroom Training and Skills Sessions explains what each pathway involves.

A few details decide where some people belong:

  • Renewal groups: QKC Health's BLS Renewal and ACLS Renewal pages describe those classes as being for people with a current or recently expired card, and ask them to bring their current or most recent card. Someone whose card has been expired for an extended period takes the full Provider course instead. Ask us about any card that has already expired before you place that person in a renewal group.
  • Skills session groups: a skills session is only for people who have finished the AHA online part, HeartCode BLS or HeartCode ACLS, and can show the certificate of completion.
  • People who need two courses: QKC Health's ACLS Provider page lists current AHA BLS Provider certification as a prerequisite. If someone needs both BLS and ACLS, put them in both groups, make sure the sessions do not overlap, and confirm the order with QKC Health.

For what each participant should do before class, see the BLS and ACLS pre-course checklists.

Count every group

Count participants group by group, not only in total: a total of twelve can hide a group of two. For each group, also write down how many of its members are trained responders on that shift, because that is the number coverage depends on.

Check each group against the minimum

Under QKC Health's Terms of Service, most courses require a minimum of three participants, and ACLS is available to individual participants. If fewer people attend than the confirmed minimum, the class runs as scheduled and the confirmed minimum is invoiced. When a group is below three:

  • combine it with people who need the same course and pathway from another shift or site, if coverage still holds; or
  • Ask us how it can be handled before you plan around it.

If you plan several sessions, ask how the minimum applies to each one when you request training.

Keeping Coverage While People Train

Treat everyone in a session as unavailable for the whole session, and check who is left on duty before you book.

List who must stay on duty

For each shift, write down the people who cannot all be away at the same time:

  • trained responders named in your emergency or first aid plan;
  • clinical staff needed for patient care;
  • key-holders, and anyone who opens, closes, or controls access to the building;
  • anyone else the shift cannot run without, such as the person who answers the main phone.

Never send every trained responder, every clinical person, or every key-holder on a shift to the same session. Split them across sessions so some stay on duty each time.

Use your own plan's number for each shift

Keep at least the coverage your own emergency plan requires on each shift while a group trains. Your plan decides the number; this guide and the worksheet only help you check it, session by session. If two groups from the same shift train at the same time, count the trained responders in both.

If you use the American Heart Association's Cardiac Emergency Response Plan template, our workplace AED readiness toolkit walks through its response team guidance. The template suggests a team of at least 5 people or 10% of staff, says a robust trained team matters because of periodic absences and staff turnover, and says team members should be able to step away from their tasks when the plan is activated, or have someone cover for them. A training session is a planned absence, so check it the same way.

OSHA's first aid best practices guide, which is advisory and creates no new legal obligations, suggests estimating emergency medical response times for every location and for every time of day and night that workers are on duty, and using that information when planning a first aid program. It also suggests reviewing the program periodically and updating training to account for changes in worksite locations and worker schedules. Whether your workplace must have trained responders, and how many, depends on the rules that apply to you; see Workplace CPR and First Aid Requirements: What to Verify.

Ways to protect coverage

  • Split responders across sessions. If several trained responders on one shift need renewal, place them in different sessions so some remain on duty each time.
  • Arrange cover. Bring in cover from another shift or site for the length of the session. Paid time and cover are internal costs; Group CPR Training Costs: Budgeting and Comparing Quotes shows how to budget for them.
  • Renew before cards run out. The AHA says course completion cards are valid for two years through the end of the month in which they were issued. A responder whose card runs out while waiting for a group date may no longer count as trained under your plan, so build renewal groups around the earliest dates. How to Track Employee CPR, BLS and ACLS Renewals explains how to keep those dates.
  • Ask about the session pattern. Back-to-back sessions at one site, or one group split across dates, can keep more people on duty. Ask us whether either can be arranged for your courses and sites before you plan around it; nothing is set until we confirm it in writing.

Healthcare teams also have to protect patient care; see Planning BLS and ACLS Group Training for Healthcare Teams.

Coordinating Training at Several Locations

Decide where each session runs, who looks after it at each site, and how courses are named on every list.

One session per site, or one shared site

A session at each site keeps people close to their work and avoids travel. Bringing people from several sites to one site can make a group large enough, but everyone who travels is away from their shift for the travel time both ways, and the sites they leave still need coverage. QKC Health is an AHA Authorized Training Center serving Fairfield County CT, Westchester County NY, and New Jersey. Whether we can train at each of your locations is confirmed in writing.

On narrow screens, scroll the table sideways. After tabbing to it, use the arrow keys.

Session patterns at a glance
PatternCan suit you whenCheck first
A session at each siteEach site has a group of three or moreA suitable room and a site contact at every site
One shared siteSites are close and each group is smallTravel time both ways, and cover at the sites people leave
Back-to-back sessionsOne site has several shifts or groupsWhether QKC Health can arrange it for your courses
One group over several datesOnly a few people can be away at onceHow the minimum applies to each date

Patterns to discuss with QKC Health, not arrangements it has confirmed. Nothing is set until we confirm the course, date, time, and location in writing.

For on-site training, QKC Health's Terms of Service ask you to provide a room large enough for participants to work on the floor during skills practice, with access to power, and to tell us in advance about any site access restrictions. Check this at every site you plan to use, not only the main one. Hosting a Group Class: Setup and Participant Preparation covers the room, building access, and class day logistics.

Name a site contact for every location

Give each site one contact, and include that person in your request. The site contact:

  • confirms the room, floor space, and power for each session at that site;
  • sends the access details: parking, security check-in, building hours, and the entrance to use;
  • keeps that site's group list and coverage plan, and knows who to call if someone cannot attend;
  • meets the instructor and can be reached by phone on the day.

Keep one overall organizer who holds the master list and the written confirmations for every site.

Use the same course names at every site

Use QKC Health's class names exactly as the class pages show them, such as BLS Provider or Heartsaver CPR AED, on every site's list. Informal names such as recert or CPR class hide mistakes, like a renewal participant counted in a full course group, or a first aid need that only one site wrote down. Consistent names also let you add up counts across sites and check them against each written confirmation. The worksheet shows the class name to use for each group.

When Preparation Is Missing or Someone Misses Class

Plan for unfinished online work and absences before the session, and keep one make-up list.

When the AHA online part is not finished

A skills session is only for people who have finished the AHA online part. The AHA says students who complete the HeartCode online part receive a certificate of completion, which they must present to enter an instructor-led skills session. QKC Health's BLS Skills Session page says that without the online course you need the full BLS Provider course instead. Its ACLS Skills Session page says that without proof of completing the online part you cannot take part in skills testing, and points to the ACLS Provider and ACLS Renewal classes.

For each skills session group:

  • ask everyone to finish the online part well before the session and send you their completion certificate before your seven-day checkpoint;
  • move anyone who cannot finish in time to the make-up list: they finish the online part before a later skills session, or move to a full course group;
  • Ask us which option fits each person, and make any change before the seven-day mark.

When someone misses the session

Under QKC Health's Terms of Service, participants who do not attend a group class do not reduce the confirmed group fee, and if fewer people attend than the confirmed minimum, the confirmed minimum is invoiced. Before your seven-day checkpoint, check leave, vacations, and shift swaps against each session date, so the people on each list can actually attend.

When someone misses a session anyway:

  • add them to the make-up list with the course they still need;
  • if they were renewing, check the month their current card runs through, since the AHA says cards are valid through the end of that month;
  • Ask us about options, such as joining a later session you have already planned;
  • give the person a new date only after we confirm it in writing.

Do not promise a make-up date, a waitlist, or a place in another session. Those depend on what QKC Health can confirm.

When someone attends but does not complete

Attending is not the same as completing. Under QKC Health's Terms of Service, course completion and certification depend on meeting the AHA performance requirements during training. Add anyone who did not complete to the make-up list and ask us about next steps. After the Class: Course Cards and Team Training Records covers completion records.

Keep one make-up list

Keep a single list for every site, with the person or their initials, the course they still need, the reason (online part not finished, absent, or another reason), the next step, and who owns it. Record only what you need: Absent is enough, with no health details. Review the list at each checkpoint and send it with your next request to QKC Health. For sign-in sheets and attendance on the day, see Hosting a Group Class: Setup and Participant Preparation.

Scheduling Group Training: Frequently Asked Questions

Count who needs which course on each shift and at each site, then build session groups of people who need the same course and pathway and can leave work at the same time. Check that each session leaves the coverage your own emergency plan requires on that shift, check each group against the minimum in QKC Health's Terms of Service, and send one request that lists every group. A request is not a booking; each session is confirmed only in writing.

You can plan several sessions, for example one for each shift or each site. Under QKC Health's Terms of Service, most courses require a minimum of three participants, and ACLS is available to individual participants, so check the size of each group and ask how the minimum applies to each session when you request training. Back-to-back sessions or one group split across dates are options to ask us about, and nothing is set until we confirm it in writing.

List who must stay on duty on each shift, including trained responders, clinical staff, and key-holders, and never send all of them to the same session. Split trained responders across sessions so the people left on duty still meet the number your own emergency plan sets for that shift. If two groups from the same shift train at the same time, count both groups when you check.

Under QKC Health's Terms of Service, participants who do not attend a group class do not reduce the confirmed group fee, and if fewer people attend than the confirmed minimum, the confirmed minimum is invoiced. Add the person to a make-up list, check the month their current card runs through if they were renewing, and ask us about options. Give them a new date only after we confirm it in writing.

A skills session is only for people who have finished the AHA online part and can show the certificate of completion, and our class pages explain that without it you cannot take the skills test. The person either finishes the online part before a later skills session or moves to a full course. Ask us which applies, and make the change early: under the Terms, a confirmed booking can be canceled or rescheduled at no charge only seven or more days before the class.

It depends on group sizes, rooms, and travel. A session at each site can work when each site has its own group and a room large enough for participants to work on the floor during skills practice, with access to power. One shared site can make a group large enough, but count travel time both ways and keep coverage at the sites people leave. Name a site contact for each location, and confirm in writing whether we can train at each one.

Before the seven-day mark for each session. Under QKC Health's Terms of Service, a confirmed booking can be canceled or rescheduled at no charge seven or more days before the class, and fewer than seven days before, a cancellation or reschedule may be charged up to the full course fee. Before that point, confirm attendance, online completion for skills session groups, and coverage for each session.

Sources

This guide summarizes the following official sources and QKC Health's own Terms of Service and class pages. They were checked on October 17, 2026.

  1. Best Practices Guide: Fundamentals of a Workplace First-Aid Program (PDF), Occupational Safety and Health Administration
  2. Cardiac Emergency Response Plans (CERP) and Training, American Heart Association
  3. Cardiac Emergency Response Plan Template Guide (PDF), American Heart Association
  4. BLS Course Options, American Heart Association
  5. Advanced Cardiovascular Life Support (ACLS) Course Options, American Heart Association
  6. 2025 Guidelines HeartCode FAQs (PDF), American Heart Association
  7. Course Card Information, American Heart Association
  8. Terms of Service, QKC Health
  9. BLS Skills Session, QKC Health
  10. ACLS Skills Session, QKC Health
  11. BLS Renewal Course, QKC Health
  12. ACLS Renewal Course, QKC Health
  13. ACLS Provider Course, QKC Health

Last updated:

Ready to Schedule Training Across Your Shifts?

Send your session groups, sites, and preferred times through our contact page, or call us to talk them through. A request is not a booking; each session is confirmed only in writing.

Disclaimer

General information only. This guide is general educational information about American Heart Association (AHA) courses. It is not medical, legal, or OSHA compliance advice. It does not replace hands-on CPR, BLS, or first aid training, and reading it does not certify you in any course. In an emergency, call 911.

Accuracy. We strive to keep this guide accurate and current, but AHA guidelines, course content, card rules, and certification requirements can change, and we cannot promise that every detail is complete, current, or free of errors.

Check the official source. Before you rely on anything here, confirm course, card, and guideline details with the AHA at cpr.heart.org, and confirm what you are required to hold with your employer, school or program, licensing board, or state agency. If this guide differs from an official source, follow the official source. You are responsible for confirming which course and card you need before you register.

Spot an error? If anything on this page, or anywhere on our site, looks incorrect or out of date, please call us at (212) 548-3284 or send us a message through our contact page so we can review it and update it.

About the AHA. QKC Health LLC is an AHA Authorized Training Center. This guide is written and published by QKC Health, not by the AHA, and the AHA has not reviewed or endorsed it.

The American Heart Association strongly promotes knowledge and proficiency in all AHA courses and has developed instructional materials for this purpose. Use of these materials in an educational course does not represent course sponsorship by the AHA. Any fees charged for such a course, except for a portion of fees needed for AHA course materials, do not represent income to the AHA.

Outside links and terms. Links to the AHA, OSHA, and other outside websites are provided for convenience. We do not control those sites and are not responsible for their content. Your use of this guide is subject to our Terms of Service, including its Limitation of Liability section and its notices for New Jersey and New York residents.

Call Now Book Training