Download 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.
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
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:
2 Training Requirements
2.2 Roles and Responsibilities
2.3 Training Evaluation
2.4 Delivery Method
2.9 Instructor Evaluation
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|
|Training Plan Template (Standard)||20 pages x MS Word|
|Training Plan Template (Word 2007)||20 pages x MS Word|
|Training Plan Template (Word 97-2003)||20 pages x MS Word|
|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|
|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|
File Format: The templates are in Microsoft Word (.docx) and Microsoft Excel (.xlsx) format.
Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.
Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click File, Save As and save the files. There are no security settings on any of the files.
Images: All of the images in the templates are copyright free.
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