There are no promises that a training session will be a success. In fact, there most certainly will be some friction between a trainer and a client. However, you can improve the chances for a positive interaction by ensuring that the expectations of your client and the training you plan are in alignment. Open communication and confirmation in writing will help both sides understand what is expected and what will be delivered. This Infoline will: explain how you as a trainer can approach the engagement with HEART—honesty, empathy, accountability, resiliency, and trustworthiness offer tips on handling the contracting process outline the advantages and disadvantages of various data collection methods provide guidance on how to achieve a successful intervention so that training recommendations are implemented. This Infoline offers trainers some interviewing dos and don’ts, when collecting data from a client. It also provides a checklist detailing who is providing specific items for the session, and furnishes a job aid on questions to ask a prospective client.