Training Strategy / Approach Template

Organization/Company: [Company Name]
Program/Initiative Name: [Training Program Name]
Owner: [HR/L&D/Department]
Prepared By: [Name]
Date: [Date]
Version: [v1.0]

1. Purpose and Goals

1.1 Purpose: [Why this training exists].
1.2 Goals:

• [Goal #1]

• [Goal #2]

• [Goal #3]

2. Target Audience

2.1 Audience Groups:

• [Group #1] (e.g., new hires, managers, frontline staff)

• [Group #2]
  2.2 Prerequisites (Optional): [Required knowledge, access, certifications].
  2.3 Training Volume (Optional): Estimated participants: [Number] per [month/quarter].

3. Scope and Content Outline

3.1 In Scope: [Topics included].
3.2 Out of Scope: [Topics excluded].
3.3 Learning Outcomes:

• Participants will be able to: [Outcome #1]

• Participants will be able to: [Outcome #2]

4. Delivery Methods

4.1 Formats (Select All That Apply):
☐ Self-paced modules ☐ Live workshops ☐ Recorded sessions ☐ Mentorship/shadowing ☐ On-the-job tasks ☐ External courses

4.2 Delivery Plan (Brief):

• Week/Phase 1: [Format + topics]

• Week/Phase 2: [Format + topics]

• Ongoing: [Refreshers]

4.3 Accessibility and Remote Considerations (Optional): [Time zones, captions, accommodations].

5. Roles and Responsibilities

5.1 Program Owner: [Role] – accountable for outcomes.
5.2 Trainers/Facilitators: [Names/roles].
5.3 Managers: [Responsibilities].
5.4 Participants: [Attendance, completion, follow-through].
5.5 Support (IT/HR): [Access, tools, scheduling].

6. Tools, Materials, and Resources

6.1 Training Materials: [Docs, slides, LMS modules].
6.2 Systems/Tools Needed: [Software, accounts].
6.3 Budget (Optional): $[Amount] + approvals.

7. Timeline and Cadence

7.1 Launch Date: [Date].
7.2 Training Cadence: ☐ One-time ☐ Monthly ☐ Quarterly ☐ Ongoing.
7.3 Key Milestones:

• Content drafted by: [Date]

• Pilot session by: [Date]

• Full rollout by: [Date]

8. Measurement and Evaluation

8.1 KPIs (Select All That Apply):
☐ Completion rate ☐ Assessment scores ☐ Skill demonstration ☐ Manager feedback ☐ Time-to-productivity ☐ Error reduction ☐ Other: [KPI]

8.2 Evaluation Plan: [How KPIs are collected and reviewed].
8.3 Feedback Loop: [Survey timing, retros, improvements schedule].

9. Risk and Mitigation (Optional)

9.1 Key risks: [Low adoption, scheduling conflicts, limited trainer capacity].
9.2 Mitigation: [Plan].

10. Approvals

10.1 Approved by: [Name/Title] on [Date].

Signatures

Prepared By: [Name]
Date: [Date]
Signature: ___________________________

Approved By (Optional): [Name]
Title/Role: [Title]
Date: [Date]
Signature: ___________________________