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Training Plan Template
Create a clear training roadmap with goals, milestones, and accountability using this Training Plan Template.
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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: ___________________________
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Learn more about
Training Plan Template
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
TRAINING PLAN TEMPLATE FAQ
What is a training plan?
A Training Plan is a structured document that outlines what someone needs to learn, how they will learn it, and when training milestones should be completed. Employers use it for onboarding, role transitions, performance improvement support, compliance training, and skill development.
What should be included in a training plan?
A practical plan includes: training objectives, required topics or modules, delivery method (self-study, shadowing, instructor-led), timeline, resources, who is responsible for each part, and checkpoints to track progress. This template includes a simple structure that fits most roles.
How do you make a training plan measurable?
Use clear outcomes such as “complete module,” “pass assessment,” “demonstrate skill,” or “deliver a work product.” This template includes a section for success criteria and review dates.
Who should create and approve the training plan?
Typically the manager and employee create it together, sometimes with HR input. This template includes approval signatures for clarity and accountability.
How long should a training plan be?
Shorter is usually better. Keep it focused on what matters for the role and include only the modules and resources needed. This template is designed to be detailed enough without becoming a huge document.
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