Fillable Printable Training Plan Template
Fillable Printable Training Plan Template
Training Plan Template
1 Training Plan Template
As described in Section 4.2.1 of the Training Effectiveness Toolkit, a Training Plan will help define the specific
activities that will be conducted to carry out the training strategy.
Background
Scope
Organizational Training Needs
Training Methods
This section describes the training methods that will be utilized. Training leads can use the Applicable Methods
column in the table to indicate which methods are applicable for the training program or course.
Figure 1 – Training Methods
Applicable
Methods
Teaching
Method
Features
Case study
Participants practice problem-solving with relevant examples. Participants demonstrate
high-level cognitive skills (e.g., evaluation, analysis), and form arguments and
counterarguments.
Coaching
Participants apply knowledge on the job, unlock participant potential, increase knowledge
sharing and reinforce other training methods.
Discussion
Participants evaluate two or more positions on an issue, practice critical thinking, draw on
learner knowledge and expertise, form arguments and defend positions. Some
discussions consist of an expert panel, which allows learners to understand discipline
nuances and areas of debate, relate knowledge to real world examples and listen to
different opinions on a topic.
Labs
Participants receive and respond to immediate feedback, develop process skills, practice
physical or manual skills and evaluate results of own work.
Lecture
Conveys information to supplement reading or self-study, responds to student
misconceptions or difficulties, stimulates interest in a new area.
Online learning Allows geographically dispersed participants to learn, often at their own pace, through
online technologies or delivery methods (e.g., webinars, podcasts, videos).
Simulation
Demonstrates in person or via technology the application of participant knowledge to
different scenarios (laboratory setting or role plays). A clinical setting (real or simulated)
would be required for a subject matter expert (SME) to facilitate the exercise and give
feedback.
Small group
activities
Provides hands-on skill building and problem-solving. Participants are divided into small
groups and assigned a timed task to complete as a team. The output of these activities
will be shared with the larger group and used as input to the next segment of the module.
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Training Plan Template
Applicable
Methods
Teaching
Method
Features
Role plays
Provides a simulated experience in the situation being acted out. Gives opportunities for
participants to develop solutions to unpredictable situations and conditions.
Course Materials
This section describes the course materials that will be used. Training leads can use the Applicable Materials
column to indicate which materials will be used for the training program or course. The comments column can
be used to include additional information specific to each training or course.
Figure 2 – Course Materials
Applicable
Materials
Administrative
Materials
Description Comments
Accreditation/
certification
materials
•
Each credentialing and continuing education body has its
own requirements and forms required to request credit for
a course
Course
description/
agenda
•
May be two separate documents or one combined
document
•
Describes the course content
•
Sets expectations for the course
•
Includes duration, breaks, objectives, prerequisites
Course
evaluations
•
Kirkpatrick Level 1 Reaction – Measures participant’s
reaction to various aspects of the training including
satisfaction with content, instructors, learning environment
and appropriateness of material for learner group
•
Measure the achievement of learning objectives
Course
registration
forms
•
Requests participant demographic information
•
Confirms registrant has taken prerequisites or meets other
requirements (e.g., rank, education, certification)
Invitation or
course
announcement/
advertisement
•
Announce the course and requests the presence of the
recipient
•
Should include course objectives; target audience (if
mandatory, this should be noted); location, date and time
of course (may include transportation options and/or a
map)
Participant
records
•
Records should be created and maintained in a secure
environment
•
Academic records are governed by multiple regulations,
laws and accreditation standards
•
Official records may include:
–
Dates of enrollment
–
Courses taken, with the units of credit or time allotted to
each subject
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Training Plan Template
Applicable
Materials
Administrative
Materials
Description Comments
–
Examination results
Pre- and/or post-
assessment
exams
•
Level 2 Learning – Pre- and/or Post-Assessment
measures knowledge gained during the training
•
Measures the achievement of learning objectives
Sign In Sheet
•
Participants document training attendance
Applicable
Materials
Learner Materials Description Comments
Activities and
Exercises
•
Provide immediate practice opportunity for new skills
•
Allow instructor/facilitator to monitor transfer of learning
and adjust pace
•
May include scenarios or real-world examples
Handouts
•
Include pertinent course summaries to be used for
reference during and after the course
Job Aids
•
Graphics, flow charts, process flows, checklists to be used
for quick reference after the course
Manuals
•
Support course instruction
•
Provide post-course reference
Presentations
•
Used to support verbal presentation
•
Reach visual learners
Visual aids
•
Flip charts, posters to be used for posting frequently
referenced training concepts
Workbooks
•
Provide post-course reference
Applicable
Materials
Instructor
Materials
Description Comments
Attendee list
•
Allows instructor to prepare for and tailor group exercises
to the number of participants
Contact list
•
List of important points of contact (e.g., training team
members, computer and technology support, venue
managers, dining and hotel information)
Facilitator guides
•
Provide clear guidance and procedural notes on the event
timing, content, delivery style and delivery methods
instructors/facilitators should follow
•
Support consistent delivery from session to session and
between different instructors
•
Describes equipment and supply needs
•
Background on a specific technical topic, guidance and
questions to raise on role playing exercise
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Training Plan Template
Applicable
Materials
Administrative
Materials
Description Comments
Instructor notes
•
Provides direction to the facilitator regarding:
–
Ideas, points and examples the instructor may use
during content delivery
–
Frequently asked questions and appropriate answers
–
How to set up exercises
–
How to de-brief exercises
–
References for the content presented
Training Roles and Responsibilities
This section identifies the specific roles and responsibilities required to deliver the training.
Figure 3 – Training Roles, Responsibilities and Requirements
Role Responsibility Requirements
Training
Lead
Instructor
Course Modules and Descriptions
The following section should be used to provide an overview of course objectives, content, timeframes and
instructors.
Figure 4 – High Level Course Design
Module
Time
(Min)
Overview of content & method Instructor
1
•
Content:
•
Method:
2
•
Content:
•
Method:
3
•
Content:
•
Method:
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Training Plan Template
Training Schedule
This section can be used to develop a timeline for developing and delivering training. The schedule also
includes necessary coordination and logistics tasks.
Figure 5 – Training Schedule
Timeline Activity
Time Period
Time Period
Time Period
Evaluation of Training Impact
This section describes the process that will be used determine how training has influenced a participant's job
performance and how that impact translates into results for the larger targeted group.
Figure 6 – Evaluation Methods
Kirkpatrick Level Description Data Collection Methods
Level 1
Reaction
The degree to which participants
react favorably to the training.
Level 2
Learning
To what degree participants
acquire the intended knowledge,
skills, attitudes, confidence and
commitment based on their
participation in a training event.
Level 3
Behavior
To what degree participants apply
what they learned during training
when they return to duty.
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Training Plan Template
Kirkpatrick Level Description Data Collection Methods
Level 4
Results
To what degree targeted
outcomes occur as a result of the
training event and subsequent
reinforcement.
Continuous Improvement Process
Course Change Control Procedures
