Annual Training Plan Template, with a Filled-In Example
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.
- FormatWord (.docx) — just swap in your logo and approval block
- What's includedA blank template plus a filled-in example for a fictional company
- How to get itEnter your company, name, and email for an instant download plus a copy by email
- CostFree
View larger ⤢Sample page 1
Fields in this template
- Training goals tied to business goals · Last year’s results (achievement rate)
- Training framework: job level × competency area
- 12-month schedule · Statutory mandatory training schedule
- Budget by line item and performance measurement plan
- Filled-in example: a complete copy with the 12-month schedule and budget totals
How to fill it in
- Write training goals in terms you can verify at year-end, not as “capability building” — e.g., all newly appointed team leaders hold a 1:1 meeting every month.
- Add one line next to each goal linking it to a business objective, and approvers won't need to ask “why this training?”
- For items with a low achievement rate in last year’s results, note the reason in the Remarks column. It becomes the basis for this year’s plan.
- For courses in the peak seasons (March–May and September–November), book instructors two months ahead.
Sample entries — view as a table
This excerpt comes from an example filled in for a fictional company, Hanbit Precision Co., Ltd. (auto parts manufacturing, 280 employees). The file contains the blank template first, followed by the full example. All amounts and figures in the example are assumed, for illustration only.
1. Training goals
| Category | Training objectives | Linked business goal |
|---|---|---|
| Goal 1 | All 12 new team leaders hold monthly 1:1 meetings | Key talent turnover from 12% to 8% |
| Goal 2 | 24 production supervisors hold a daily pre-shift safety talk | Accident rate 0.42% → 0.30% |
| Goal 3 | 60 office employees draft reports with generative AI | Cut report-writing time by 20% |
4. Monthly training schedule (Jan–Jun)
| Mon | Course Name | Audience | Headcount | hours | Method |
|---|---|---|---|---|---|
| January | New Hire Onboarding Program | New hires | 18 | 16 | In-house classroom |
| February | 5 Statutory Mandatory Courses | All employees | 280 | 4 | Online (recorded) |
| March | New Team Leader Feedback & Coaching Program | New team leaders | 12 | 8 | External classroom |
| April | Generative AI for Work | Office staff | 60 | 4 | In-house classroom (2 classes) |
| May | Shop-Floor Supervisor Safety Leadership | Production supervisor | 24 | 8 | In-house classroom |
| June | Performance Review Practice | Team lead | 30 | 4 | In-house classroom |
The July–December schedule and budget totals are in the file.
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※ The statutory mandatory training cycles and tax rates are general guidelines to make drafting easier. They may vary by your company’s industry and size, so please check the underlying statutes and your company’s tax policy.
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