Training Plan Template
Training Plan Template
Training Plan Template
<PROJECT NAME>
<DD/MM/YYYY>
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VERSION HISTORY
[Explain how the development and distribution of the Training Plan Template will be controlled and
tracked. In the table below provide the version number, the author implementing the version, the date of
the version, the name of the person approving the version, the date that particular version was approved,
and a brief description of the reason for creating the revised version.]
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[This Training Plan template includes instructions to the author, boilerplate text, and sections that should
be replaced with the values specific to the project.
Blue italicized text enclosed in square brackets ([text]) provides instructions to the document
author, or describes the intent, assumptions and context for content included in this document.
Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced
with information specific to a particular project.
Text and tables in black are provided as boilerplate examples of wording and formats that may be
used or modified as appropriate to a specific project. These are offered only as suggestions to
assist in developing project documents; they are not mandatory formats.
1. Replace all text enclosed in angle brackets (e.g., <Project Name>) with the correct field
document values. These angle brackets appear in both the body of the document and in headers
and footers.
4. To update the Table of Contents, right-click on it and select “Update field” and choose the option
- “Update entire table”.
5. Before submission of the first draft of this document, delete this instruction section “Notes to the
Author” and all instructions to the author throughout the entire document.
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Table of Contents
<PROJECT NAME>..............................................................................................1
TRAINING PLAN......................................................................................................................................... 1
Version <1.0>................................................................................................................................. 1
<dd/mm/yyyy>................................................................................................................................ 1
VERSION HISTORY.............................................................................................2
1.0 Introduction.......................................................................................................................................... 6
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APPENDIX B: REFERENCES.................................................................................................................. 13
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1.0 INTRODUCTION
[This section of the Training Plan provides an executive summary of the entire plan. There is no need to
provide information in this section if the descriptions provided in the subsequent sections are sufficient.]
[Provides a brief description of the project from a management perspective. It identifies the system, its
purpose, and its intended users. This subsection also provides a high-level summary of the Training Plan
and its scope.]
[Add additional rows as needed. If the applicable team members are listed in the Project Management
Plan, reference the appropriate section within this document.]
Business Sponsor
Program Manager
Project Manager
QA Manager
Configuration Manager
Training Manager/Coordinator
Training Representatives
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1.5 GLOSSARY
[This subsection of the Training Plan contains a glossary of all terms and abbreviations used in the plan.
If it is several pages in length, it may be placed as an appendix.]
2.0 INSTRUCTIONAL ANALYSIS
2.1 NEEDS AND SKILLS ANALYSIS
[This subsection of the Training Plan describes the target audiences for courses to be developed. Target
audiences may include technical professionals, user professionals, data entry clerks, clerical staff
members, managers, and executives. Described the tasks that must be taught to meet objectives
successfully and the skills that must be learned to accomplish those tasks. A matrix may be used to
provide this information. Also, in this subsection, the training needs for each target audience are
discussed. If appropriate, this subsection should discuss needs and courses in terms of staff location
groupings, such headquarters and field offices.]
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3.0 INSTRUCTIONAL METHODS
3.1 TRAINING METHODOLOGY
[This subsection of the Training Plan describes the training methods to be used in the proposed courses;
these methods should relate to the needs and skills identified in Section 2.3, Needs and Skills Analysis,
and should take into account such factors as course objectives, the target audience for a particular
course, media characteristics, training criteria, and costs. The materials for the chosen training approach,
such as course outlines, audiovisual aids, instructor and student guides, student workbooks,
examinations, and reference manuals should be listed or discussed in this subsection. Sample formats of
materials can be included in an appendix, if desired.]
One source of feedback could be a course- or module-specific course or instructor evaluation form. This
form should gather trainee reactions on the following topics: scope and relevance of course or module,
appropriateness of objectives, usefulness of assignments and materials, effectiveness of course training
materials, stronger and weaker features of the course, adequacy of the facilities, timing or length of the
course or module, effectiveness of the instructor(s), and participant suggestions and comments.]
4.0 TRAINING RESOURCES
4.1 COURSE ADMINISTRATION
[This subsection of the Training Plan describes the methods used to administer the training program,
including procedures for class enrollment, student release, reporting of academic progress, course
completion and certification, monitoring of the training program, training records management, and
security, as required.]
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materials such as memo pads and pencils, and slides. Information contained in this subsection can be
generic in nature and can apply to all courses. Specific course information and special needs may be
itemized here as well or, if many different courses are involved, in Section 5, Training Curriculum.]
4.3 SCHEDULE S
[This subsection of the Training Plan presents a schedule for implementing the training strategy and
indicating responsible parties. Include key tasks to be completed, such as when to set up training facilities
and schedule participants; other activities essential to training; and dates on which those tasks and
activities must be finished. This subsection provides an overview of tasks; deliverables, such as approach
and evaluation forms; scheduled versus actual milestones; and estimated efforts, such as the work plan.
In the final version of the Software Training Plan, actual course schedules by location should be
included.]
Although both the Training Plan and Training Material templates can be used by projects of any size, they
are intended to be used mainly by the larger, more complex, and more critical projects.
Version Number: Provide the version of the document being distributed (this information may
already be in the Document Name)
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Document Format: Provide the format the document is saved or delivered as. This could be
a:
o Word Document
o PowerPoint Presentation
o Apps
o Websites
o Etc.
Date Delivered: Provide the date the training was provided or the documents were
distributed.
Intended Audience: Identify the target group that the document was created for. This could
include:
o Executive management
o General Users
Storage Location: Identify the location the master documents are stored. For electronic
documents, provide the network location. For printed documents, provide a physical location.
6.0 TRAINING CURRICULUM
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[This section of the Training Plan provides descriptions of the components that make up each course. If a
large number of courses or modules are described, place these descriptions in an appendix. Subsections
of this section, if any, should be created for each course.
Each course may comprise one or more modules. A course description should be developed for each
module. At a minimum, each course description should include the course/module name; the length of
time the course/module will take; the expected class size (minimum, maximum, optimal); the target
audience; course objectives; module content/syllabus; specific training resources required, such as
devices, aids, equipment, materials, and media to be used; and any special student prerequisites. The
course description could also include information on instructor-to-student ratio, total number of students
to be trained, estimated number of classes, location of classes, and testing methods.
After the training is completed, what will happen to the training course materials, student
information and other materials?
Who will own, manage and maintain the training materials in the future?
How will training materials be used in the future to train new staff?
How will training materials be used in the future for refresher training?]
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Signature: Date:
Print Name:
Title:
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APPENDIX B: REFERENCES
[Insert the name, version number, description, and physical location of any documents referenced
in this document. Add rows to the table as necessary.]
The following table summarizes the documents referenced in this document.
<Document Name and <Document description> <URL or file path to where document is
Version Number> located>
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Term Definition
[Insert Term] <Provide definition of term and acronyms used in this document.>
Project Management Templates – FREE project management templates in Word and Excel
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