What skills do I need to have down cold before I begin any tech training?
Marie, I read through some of the responses and I'm going to break with the herd here....
Quite a number of people have told you that you need to have buoyancy, trim and propulsion sorted BEFORE you go into technical training.
I'll certainly agree with a part of that, but not the way it was put. If you a going into technical training then you shouldn't need to learn anything about buoyancy control. Breaking that down, you should know how to do a proper buoyancy check and you should already be in the habit of doing them whenever you change gear configurations AND 1 or 2 times a year using your "usual" gear. Your buoyancy needs change over time so checking it from time to time should be in your DNA before you take any technical training. Others were already saying this.
However, I will take it a step further.... It is my opinion that your buoyancy control needs to be good enough that you can operate somewhat competently in mid water, maintaining depth and direction while performing a 3rd task within a fairly narrow bandwidth of error even if there is ZERO visual reference. In other words, you need to be somewhat competent at "instrument flying". If you can't do that or you can't manage your depth and direction and a 3rd task (communication, dealing with a stage bottle, launching a buoy etc.) while mid water in limited visibility (in the green/blue) then you don't belong in technical training. I don't want that to sound harsh but it surprises me how many people take (and pass) technical courses when they are not good at "instrument flying". I once took a Trimix course with a guy, who is a friend and someone I really like, but who shouldn't have been there to start with. He was a fairly advanced cave diver but was a "concern" during open water ascents because he wasn't really good at instrument flying. Apparently in a cave these skills are not really relevant because you're not in a "zero reference" context. Eventually he learned it but not until both myself (as buddy) and the instructor grew a few more grey hairs because of it. You don't want to be that guy.
The big question is if you need these skills coming IN to the course or when you are DONE with the course. My firm conviction is that you need those particular skills coming IN to the course because there are real safety issues during training if you don't . They don't need to be perfect coming in, but the course should involve refining those skills and making them "tighter", not initially teaching them.
Trim.... I don't agree with the herd. Yes, you should understand and already be applying the concepts but technical training will involve using gear that you are not familiar with so BEING ABLE to apply those concepts is important but being in perfect trim from day one may not be realistic, depending on how many new configuration elements you have to adjust to. Personally I see "perfect trim" as a process of experimentation and creativity to some extent. There are some basic concepts that (I would hope) every OW student understands but there is no magic here. Yes, it's important that you know how to trim but if you come IN to the course out of trim (for example, because of new gear) that's not a problem. This will get sorted out. What's important about trim is that you're good enough at it that it doesn't take a long time to get it sorted out.
Finally propulsion. Here I also break with the herd. What you need coming IN to this training is full competence in at least ONE fin stroke. If you don't have a good enough fin stroke to swim efficiently as a recreational diver then it wll be like you are tied to an anchor in a technical class..... However, unlike Buoyancy (that needs to be there) or trim (the knowledge of which needs to be there), learning improved propulsion technique is actually something that is not a prerequisite for starting the training. Obviously when you are DONE the training, you're going to want to have those skills, but they can be taught in the context of teh course.
..... and there I go tipping my hand..... What I'm saying through all of this is that you need to be able to distinguish between
a) needing full competence (some degree of skill "automation" that goes further than needing much more than refinement) -- in this post "buoyancy control"
b) needing full awareness (knowing what you don't know but being competent to some degree) -- in this post, "trim"
c) needing training (not knowing what you don't know.... perhaps to the point of being unaware of the possibilities) -- in this post, finning technique.
When you look at it this when then it becomes clear.
The final bit of the puzzel is to understand if something is the prerequisite or the result of the course. It is SOOOOOOO important for your learning (and focus) to understand this. The skills you need to start the course are ALWAYS (if the course is any good) going to be different than the skills you have when you finish!
It sounds obvious but it's amazing how many people (even some teachers) don't "get" this.