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Capture the year’s training goals, training framework by job level, monthly schedule, statutory mandatory training, budget, and performance metrics in one document, and get approval at the start of the year. Includes a sample with the 12-month schedule and budget totals filled in.
Before you build a plan, ask your people what training they actually need. The survey asks about both importance and current skill level, turns them into numeric priorities, and includes a sample tally that shows how to rank the results.
Break a course down into purpose, audience, learning objectives, and a timetable by module, so you and the instructor are on the same page. Includes a sample design for an 8-hour course for new team leaders.
An approval request for a single training session. It includes a three-vendor comparison table and a budget breakdown, so you can answer “why this vendor, why this amount?” right away. The sample even fills in the selection rationale.
Every task is listed in order, from finding an instructor to the day after the session. It includes a sample outreach email and a scoring sheet for comparing instructor candidates.
Get everything you need to pay an external instructor and file withholding tax on a single page. Includes sample withholding calculations for business income and other income, plus a personal data consent section.
40+ tasks organized by timing, from one month before training to one week after. Enter O in the Done column and progress updates automatically. Separate sheets cover supplies and budget spending.
A sign-in sheet for attendance and training records, with check-in and check-out signature columns. The second sheet is an individual training acknowledgment form, which also works for short training delivered as handouts.
Track statutory mandatory training for all employees on one sheet. Employees hired after the training date and those who have left are flagged separately, so anyone who still needs the training stands out automatically. The safety and health training log sheet includes fields for attaching training materials and photos.
A survey of 12 questions across four areas (content, instructor, operations and on-the-job application), ending with a recommendation score (0–10). It also includes a one-month follow-up survey on applying the training at work, with a sample tally.
After the training, report results against plan, satisfaction, budget spent, and follow-up actions in one document. Includes a sample report that goes beyond satisfaction scores to cover how learners will apply the training on the job.
Manage on-the-job training (OJT) for new and experienced hires with a 4-week plan, a weekly log, and a completion assessment. Mentors (OJT leads) and new hires fill it out together, and a Week 1 log example is included.
A plan an employee agrees on with their manager, setting out what to develop over the year and how. Development activities are split into experience, relationships, and formal learning (70·20·10), with space for mid-year and year-end reviews.
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Stuck on structuring a training plan by job level, or laying out the modules in a program design? Let us know. Within 24 hours, we’ll send you the program structure, instructors and costs a similar company actually used.
※ Statutory training cycles and tax rates in the templates are general guidelines provided for convenience. They may vary by industry and company size, so check the relevant laws and your company’s tax policy.
