Training Plan Templates (MS Word + Excel)

You can use these Training Plan templates to outline the steps required to design, develop and deliver a training program. The templates, checklists and forms will help you prepare the objectives, needs, strategy, and curriculum to be addressed when training users on a new or enhanced IT system. This Training Plan Template kit includes a 20 page MS Word template, 14 MS Word/Excel forms, as well as checklists, questionnaires, and spreadsheets to help you capture the scope, requirements, evaluation, delivery method, strategy, dependencies, constraints, limitations, schedule, resources, and training materials.

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MS Word Template: Blue Theme


MS Word Template: Red Theme

Training Plan – Stakeholder approval and signoffs

Table of Contents

Document History, i.e. capture when changes are made to training plan

Introduction, background, and scope

Training requirements, i.e. what you need to prepare for the course

Instructional Analysis, i.e. outline the trainee’s requirements, their needs,
issues and recommendations

Objectives for each person undertaking the training course

Prepare a training schedule for the duration of the course

Training Plan: Sample Documents

Evaluation Form

Training Plan Template: Sample Excel Documents

Training Program Spreadsheet

Training Plan Template: Table of Contents

The Training Plan template (20 pages MS Word) contains the following sections:

1 Introduction

1.1 Background

1.2 Scope

1.3 Objectives

1.4 Assumptions

1.5 References

2 Training Requirements

2.1 Audience

2.2 Roles and Responsibilities

2.3 Training Evaluation

2.4 Delivery Method

2.5 Materials

2.6 Duration

2.7 Size

2.8 Facilities

2.9 Instructor Evaluation

2.10 Updates

2.11 Staffing

3. Training Strategy

3.1 Training Sources

3.2 Pilot Training

3.3 Dependencies / Constraints / Limitations

4. Training Schedule

4.1 Training Program Activities

4.2 Foundation / Pre-requisite Activities

5. Training Resources

6. Training Environment

6.1 Software Requirements

6.2 Hardware / Network Requirements

6.3 Trainer Requirements

7. Training Materials

7.1 Updating Training Materials

8. Training Security

8.1 Access to Training Material

8.2 Access to Training Environment

Training Plan Template: Content & Format

The templates included in this pack are in Microsoft Word and Microsoft Excel format. You can download all templates online for only $9.99.

The template pack includes the following documents:

Training Plan Template (Color) 20 pages x MS Word Download Word template
Training Plan Template (Standard) 20 pages x MS Word Download Word template
Training Plan Template (Word 2007) 20 pages x MS Word Download Word template
Training Plan Template (Word 97-2003) 20 pages x MS Word Download Word template
MS Word Training Forms: 1. Estimated Training Time

2. Instructor Evaluation Form

3. Needs Assessment Questionnaire

4. Trainee Assessment Form

5. Trainee Requirements

6. Training Course Evaluation Form

7. Training Curriculum

7 Forms x MS Word Download Word template
MS Excel Training Spreadsheets:1.
Training Curriculum2. Training Program3. Training Assessment4. Training Budget5. Training Request6. Training Record7. Training Action Log
7 s/sheets x MS Excel Download Excel template

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