Annual training plan: the month to map out the year’s training on one page
What training managers do this season
Settle these before choosing a course. Once all six are set, we can finish the program plan and quote in a day.
- Summarize this year’s training results in one tablePut courses, dates, headcount, satisfaction scores and costs in one table, and you have the basis for next year’s plan. Your results report and your plan both come from that table.
- Start with the months next year’s mandatory training is dueThe law sets who must take sexual harassment prevention, disability awareness, data privacy, and occupational safety and health training, and how often. Schedule those dates first and plan everything else around them.
- Decide what to drop this year and what to add next year, by job levelOne course for each of four levels — new hires, juniors, team leaders, and executives — gives you the backbone of a company-wide training plan. The job-level training roadmap provides that framework.
- Decide how many AI sessions to run, and at which levelsEmployee AI training was the most requested program this year. At the planning stage, decide whether one company-wide session is enough or whether to split it into an executive talk and hands-on practice for staff.
- Base your budget on the number of sessionsBudgets depend on the number of sessions, not the number of courses. Once you set headcount, sessions and hours, the quote calculator shows the cost instantly.
- Carry this year’s leftover budget into next year’s trainingMany companies now use budget that expires in December to prepay next year’s training. Our year-end budget page explains how.
Preparation timeline — what to do when
This timeline counts backward from the training date. If your company has a different fiscal year or review cycle, just shift the months; the order stays the same.
| When | What | Why now |
|---|---|---|
| Early December | Summarize this year’s results · Gather training requests from each department | Collect the figures and requests behind your plan in December so the January draft stays on schedule |
| December | Confirm statutory training targets and cycles · Schedule them by month for next year | Use the diagnostic tool to see which courses apply to your company, then put them on the calendar first |
| January | Annual training plan draft · Course selection by job level · Get a quote | Draft the plan with the generator, then get a quote for each course to fill in the costs |
| February | Approval · Confirm instructors and dates for the first half | After approval, book instructors and dates for March new-hire training and first-half courses first |
Courses and tools for this season
We picked only courses that fit the schedule above. Tell us the hours and audience, and we’ll send a program plan built from them.
What training managers actually ask
We gathered post titles from HR and training manager communities and counted only those that mention this season. Treat this not as a measure of demand, but as evidence that the same questions come up every year.
These articles mention this season in their titles. Here are four of them.
Request an early-year training plan
Tell us the timing, headcount, and audience, and we will send a training plan and quote matched to this season’s preparation schedule within 24 hours. If you already have a training date, include it — we will plan the schedule backward from that date.