Template Library · Planning · Free Word (.docx)

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
Annual training plan template preview — sample, page 1View 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

  1. 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.
  2. Add one line next to each goal linking it to a business objective, and approvers won't need to ask “why this training?”
  3. 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.
  4. 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

CategoryTraining objectivesLinked business goal
Goal 1All 12 new team leaders hold monthly 1:1 meetingsKey talent turnover from 12% to 8%
Goal 224 production supervisors hold a daily pre-shift safety talkAccident rate 0.42% → 0.30%
Goal 360 office employees draft reports with generative AICut report-writing time by 20%

4. Monthly training schedule (Jan–Jun)

MonCourse NameAudienceHeadcounthoursMethod
JanuaryNew Hire Onboarding ProgramNew hires1816In-house classroom
February5 Statutory Mandatory CoursesAll employees2804Online (recorded)
MarchNew Team Leader Feedback & Coaching ProgramNew team leaders128External classroom
AprilGenerative AI for WorkOffice staff604In-house classroom (2 classes)
MayShop-Floor Supervisor Safety LeadershipProduction supervisor248In-house classroom
JunePerformance Review PracticeTeam lead304In-house classroom

The July–December schedule and budget totals are in the file.

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Download the annual training plan template right away. We also email you a copy of the same file as a zip. Company, name, and email are all required. We don’t ask for a phone number.

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FAQ

What should an annual training plan include?

Seven things make up the basics: training goals, last year's results, a training framework by job level, a monthly schedule, a statutory mandatory training schedule, a budget, and a performance measurement plan. The template has a section for each, in this order, so you can simply fill it in.

When do you write an annual training plan?

Most teams draft it in November–December of the prior year and get approval early in the new year. Run a training needs survey first, and you can back up your course shortlist and priorities with numbers.

Are the templates free?

Yes, they are free. Just leave your company name, name, and email to download the template you choose right away. We also email you the same file.

Can I edit the templates to match our company format?

Yes. You may replace the company logo and approval block and use the templates as your internal forms. Please just refrain from selling them elsewhere or redistributing them as they are.

Other practical templates

Every template you need, from planning a single training program to reporting results, is free. Browse the full template library →

Document library: working documents for training managers and corporate instructorsYou can get other documents the same way, each with a filled-in example: an AI training adoption proposal, a statutory mandatory training calendar, a training budget table, and a sample instructor proposal.View documents ›

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Need an instructor or curriculum? Tell us. Within 24 hours, we’ll send you an instructor name, curriculum, and cost breakdown.

※ 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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