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Training Plan Template

Use this template to prepare your annual, company-wide training plan.

Introduction to the Training Plan Template:

Enter checklist details

Enter training plan details

Understand Business Needs:

Determine training leads for each department

Assign tasks to training leads

Complete a business needs assessment

Enter five business-critical training needs

Enter five general training needs

Read proposed training solutions

Approval: proposed training solutions

Draft training plan procedures

Email training leads the procedures so they can begin

Measure Performance and Outcomes:

Gather accounting training feedback

Gather IT training feedback

Gather marketing training feedback

Gather sales training feedback

Gather product training feedback

Continually Review the Training Plan:

Review feedback from training

Conduct a quarterly review

Sources:

Related Checklists:

Introduction to the Training Plan Template:

"If you were given the choice between two different pilots; one was trained, the other not... which one would you choose?" - Architecture

All companies need an annual, company-wide training plan template. It should be a vital part of a company's long-term investment and growth strategy.

Research shows that companies who invest in training, enjoy a 24% higher profit margin compared with companies that don’t.

Having a training plan template will improve production and generate efficiencies. It will cut costs, reduce mistakes, build confidence in the workforce, and create a better working environment.

A lot rides on training, so it’s important to get it right.

Because training must address all the problems in the organization whilst also supporting its business goals, it needs to be a meticulously planned activity for it to be effective.

So, preparing a training plan template, which addresses the workforce weaknesses and aligns with company goals, is a lengthy, detailed process.

The United Nations and NHS both have great examples of how to do it. The NHS use two interesting layouts; a table format and a written document format.

We, at Process Street, have taken these examples and formulated our own comprehensive training plan template.

Process Street is super-powered checklists. It’s the easiest way to manage your recurring tasks, procedures and workflows. Create a template and run individual checklists for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member's progress. You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Enter checklist details

Fill in the checklist details in the fields below.

Enter your name

Enter your job title

Enter the company name

Add the company’s values and mission statement

Enter training plan details

Fill in the training plan details in the fields below.

Enter the training plan version number

Select the date the training plan was updated

Enter the annual training budget for the organization

Understand Business Needs:

Determine training leads for each department

This task should show a member's field for each department in your business.

Using this field, you can assign a training lead to each department.

Accounting training lead

IT training lead

Marketing training lead

Sales training lead

Product training lead

Read this to add more member fields, as needed, to represent your company's departments.

Assign tasks to training leads

Assign the below tasks to each department training lead so they can provide feedback on the training they have carried out for their department.

Assign the following tasks to the specified training leads:

Task 15 - Accounting training lead

Task 16 - IT training lead

Task 17 - Marketing training lead

Task 18 - Sales training lead

Task 19 - Product training lead

Complete a business needs assessment

Run this business needs assessment to determine what training the organization needs to focus on.

Enter five business-critical training needs

Provide a short overview of the five business-critical training needs in the form field below.

Overview of business critical training needs

Provide more detail on each business-critical training need in the following form fields.

Business-critical training need 1

Describe business-critical training need 1

Enter the training solution for business-critical need 1

Enter the performance/success metric goal for business-critical need 1

Select the training completion deadline for business-critical need 1

Enter the training budget for business-critical need 1

Business-critical training need 2

Describe business-critical training need 2

Enter the training solution for business-critical need 2

Enter the performance/success metric goal for business-critical need 2

Select the training completion deadline for business-critical need 2

Enter the training budget for business-critical need 2

Business-critical training need 3

Describe business-critical training need 3

Enter the training solution for business-critical need 3

Enter the performance/success metric goal for business-critical need 3

Select the training completion deadline for business-critical need 3

Enter the training budget for business-critical need 3

Business-critical training need 4

Describe business-critical training need 4

Enter the training solution for business-critical need 4

Enter the performance/success metric goal for business-critical need 4

Select the training completion deadline for business-critical need 4

Enter the training budget for business-critical need 4

Business-critical training need 5

Describe business-critical training need 5

Enter the training solution for business-critical need 5

Enter the performance/success metric goal for business-critical need 5

Select the training completion deadline for business-critical need 5

Enter the training budget for business-critical need 5

Enter five general training needs

Provide a short overview of the five general training needs in the form field below.

Overview of general training needs

Provide more detail on each general training need in the following form fields.

General training need 1

Describe general training need 1

Enter the training solution for need 1

Enter the performance/success metric goal for need 1

Select the training completion deadline for need 1

Enter the training budget for need 1

General training need 2

Describe general training need 2

Enter the training solution for need 2

Enter the performance/success metric goal for need 2

Select the training completion deadline for need 2

Enter the training budget for need 2

General training need 3

Describe general training need 3

Enter the training solution for need 3

Enter the performance/success metric goal for need 3

Select the training completion deadline for need 3

Enter the training budget for need 3

General training need 4

Describe general training need 4

Enter the training solution for need 4

Enter the performance/success metric goal for need 4

Select the training completion deadline for need 4

Enter the training budget for need 4

General training need 5

Describe general training need 5

Enter the training solution for need 5

Enter the performance/success metric goal for need 5

Select the training completion deadline for need 5

Enter the training budget for need 5

Read proposed training solutions

Review the company's business-critical and general training needs to get approval from all training leads.

Overview of business-critical training

Business-critical training need 1: {{form.Describe_business-critical_training_need_1}}

Training solution: {{form.Enter_the_training_solution_for_business-critical_need_1}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_business-critical_need_1}}

Training budget: {{form.Enter_the_training_budget_for_business-critical_need_1}}

Training deadline: {{form.Select_the_training_completion_deadline_for_business-critical_need_1}}

Business-critical training need 2: {{form.Describe_business-critical_training_need_2}}

Training solution: {{form.Enter_the_training_solution_for_business-critical_need_2}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_business-critical_need_2}}

Training budget: {{form.Enter_the_training_budget_for_business-critical_need_2}}

Training deadline: {{form.Select_the_training_completion_deadline_for_business-critical_need_2}}

Business-critical training need 3: {{form.Describe_business-critical_training_need_3}}

Training solution: {{form.Enter_the_training_solution_for_business-critical_need_3}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_business-critical_need_3}}

Training budget: {{form.Enter_the_training_budget_for_business-critical_need_3}}

Training deadline: {{form.Select_the_training_completion_deadline_for_business-critical_need_3}}

Business-critical training need 4: {{form.Describe_business-critical_training_need_4}}

Training solution: {{form.Enter_the_training_solution_for_business-critical_need_4}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_business-critical_need_4}}

Training budget: {{form.Enter_the_training_budget_for_business-critical_need_4}}

Training deadline: {{form.Select_the_training_completion_deadline_for_business-critical_need_4}}

Business-critical training need 5: {{form.Describe_business-critical_training_need_5}}

Training solution: {{form.Enter_the_training_solution_for_business-critical_need_5}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_business-critical_need_5}}

Training budget: {{form.Enter_the_training_budget_for_business-critical_need_5}}

Training deadline: {{form.Select_the_training_completion_deadline_for_business-critical_need_5_2}}

Overview of general training

General training need 1: {{form.Describe_general_training_need_1}}

Training solution: {{form.Enter_the_training_solution_for_need_1}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_need_1}}

Training budget: {{form.Enter_the_training_budget_for_need_1}}

Training deadline: {{form.Select_the_training_completion_deadline_for_need_1}}

General training need 2: {{form.Describe_general_training_need_2}}

Training solution: {{form.Enter_the_training_solution_for_need_2}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_need_2}}

Training budget: {{form.Enter_the_training_budget_for_need_2}}

Training deadline: {{form.Select_the_training_completion_deadline_for_need_2}}

General training need 3: {{form.Describe_general_training_need_3}}

Training solution: {{form.Enter_the_training_solution_for_need_3}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_need_3}}

Training budget: {{form.Enter_the_training_budget_for_need_3}}

Training deadline: {{form.Select_the_training_completion_deadline_for_need_3}}

General training need 4: {{form.Describe_general_training_need_4}}

Training solution: {{form.Enter_the_training_solution_for_need_4}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_need_4}}

Training budget: {{form.Enter_the_training_budget_for_need_4}}

Training deadline: {{form.Select_the_training_completion_deadline_for_need_4}}

General training need 5: {{form.Describe_general_training_need_5}}

Training solution: {{form.Enter_the_training_solution_for_need_5}}

Performance/success metric: {{form.Enter_the_performance/success_metric_goal_for_need_5}}

Training budget: {{form.Enter_the_training_budget_for_need_5}}

Training deadline: {{form.Select_the_training_completion_deadline_for_need_5}}

Approval: proposed training solutions

Read proposed training solutions
Will be submitted

Draft training plan procedures

Based on the information gathered, create and upload a training plan procedure document

Upload training plan procedure

Email training leads the procedures so they can begin

Email the training plan procedure to all training leads.

Measure Performance and Outcomes:

Gather accounting training feedback

THE ACCOUNTING TRAINING LEAD SHOULD COMPLETE THIS TASK.

Answer the following questions to provide feedback on the training your department did.

Was the training completed?

1

Yes
2

No

Did you meet the performance/success metric goal?

1

Yes
2

No

Were you within budget?

1

Yes
2

No

Please provide feedback on the training carried out by the Accounting department

Gather IT training feedback

THE IT TRAINING LEAD SHOULD COMPLETE THIS TASK.

Answer the following questions to provide feedback on the training your department did.

Was the training completed?

1

Yes
2

No

Did you meet the performance/success metric goal?

1

Yes
2

No

Were you within budget?

1

Yes
2

No

Please provide feedback on the training carried out by the IT department

Gather marketing training feedback

THE MARKETING TRAINING LEAD SHOULD COMPLETE THIS TASK.

Answer the following questions to provide feedback on the training your department did.

Was the training completed?

1

Yes
2

No

Did you meet the performance/success metric goal?

1

Yes
2

No

Were you within budget?

1

Yes
2

No

Please provide feedback on the training carried out by the Marketing department

Gather sales training feedback

THE SALES TRAINING LEAD SHOULD COMPLETE THIS TASK.

Answer the following questions to provide feedback on the training your department did.

Was the training completed?

1

Yes
2

No

Did you meet the performance/success metric goal?

1

Yes
2

No

Were you within budget?

1

Yes
2

No

Please provide feedback on the training carried out by the Sales department

Gather product training feedback

THE PRODUCT TRAINING LEAD SHOULD COMPLETE THIS TASK.

Answer the following questions to provide feedback on the training your department did.

Was the training completed?

1

Yes
2

No

Did you meet the performance/success metric goal?

1

Yes
2

No

Were you within budget?

1

Yes
2

No

Please provide feedback on the training carried out by the Product department

Continually Review the Training Plan:

Review feedback from training

Review the feedback that each department has given on the training they did.

Accounting department training feedback
{{form.Please_provide_feedback_on_the_training_carried_out_by_the_Accounting_department}}

IT department training feedback
{{form.Please_provide_feedback_on_the_training_carried_out_by_the_IT_department}}

Marketing department training feedback
{{form.Please_provide_feedback_on_the_training_carried_out_by_the_Marketing_department}}

Sales department training feedback
{{form.Please_provide_feedback_on_the_training_carried_out_by_the_Sales_department}}

Product department training feedback
{{form.Please_provide_feedback_on_the_training_carried_out_by_the_Product_department}}

Conduct a quarterly review

It's important to review the training plan on a regular basis to ensure the training is still relevant to the business needs.

You can either select the review date in the field below, or you can use the dynamic due dates feature to automatically set a date.

Find out more about setting dynamic due dates here.