Training Plan Template

Company/Organization: [Company Name]
Employee/Trainee Name: [Full Name]
Job Title/Role: [Role]
Department/Team: [Team]
Manager/Trainer: [Name]
Plan Start Date: [Start Date]
Target Completion Date: [End Date]

1. Training Goals

1.1 Overall Goal: [What the trainee should be able to do after training].
1.2 Key Skills/Knowledge Areas:

• [Skill #1]

• [Skill #2]

• [Skill #3]

2. Scope and Training Approach

2.1 Training Type (Select All That Apply):
☐ Onboarding ☐ Role transition ☐ New tool/process ☐ Compliance ☐ Performance support ☐ Other: [Type]

2.2 Training Methods (Select All That Apply):
☐ Self-paced learning ☐ Shadowing ☐ Mentorship ☐ Instructor-led sessions ☐ On-the-job practice ☐ Other: [Method]

2.3 Training Materials/Resources:

• [Documentation/handbook link]

• [Videos/courses]

• [Internal SOPs]

• Other: [List]

3. Training Modules and Timeline

3.1 Module 1: [Topic]

• Objectives: [Objective]

• Format: [Course/shadowing/etc.]

• Assigned By/Trainer: [Name]

• Due Date: [Date]

• Success Criteria: [How completion is measured]

3.2 Module 2: [Topic]

• Objectives: [Objective]

• Format: [Course/shadowing/etc.]

• Assigned By/Trainer: [Name]

• Due Date: [Date]

• Success Criteria: [Measurement]

3.3 Module 3 (Optional): [Topic]

• Objectives: [Objective]

• Format: [Format]

• Assigned By/Trainer: [Name]

• Due Date: [Date]

• Success Criteria: [Measurement]

4. Practice Tasks (Optional)

4.1 Practice Task #1: [Task] | Due: [Date] | Reviewed by: [Name]
4.2 Practice Task #2: [Task] | Due: [Date] | Reviewed by: [Name]

5. Checkpoints and Feedback

5.1 Check-in Schedule: [Weekly/biweekly + dates].
5.2 Progress Notes: [Space for brief notes].
5.3 Support Needed: [Tools, access, coaching, accommodations].

6. Completion and Next Steps

6.1 Training is considered complete when: [Completion criteria].
6.2 Next steps after completion: [Independent responsibilities, probation end, new goals].

Signatures

Manager/Trainer: [Name]
Date: [Date]
Signature: ___________________________

Employee/Trainee: [Full Name]
Date: [Date]
Signature: ___________________________