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Training Planđź”—

Overviewđź”—

This document features an employee training plan template. Trainers can use this for new hires or existing team members. The plan follows a three-part structure: header, employee information, and module table.

For the post-training stage, refer to the Employee Training Evaluation Profile page.

Planđź”—

Training plan

The header includes:

  • Company logo: For branding purposes.
  • Document version: Current version for document control.
  • Original author: Initials of the document’s creator.
  • Last modified by: Initials of the latest editor.
  • Title: Indicates it is a training plan and the specific role it is for.

Employee Informationđź”—

This section allows text input into five fields related to the employee:

  1. Start date: Date training started.
  2. Employee name: First and last name of the employee (include middle name or preferred name if needed).
  3. Role: Employee’s job title.
  4. Department: Employee’s organization group.
  5. Direct report: Person responsible for managing the employee’s workload and performance (e.g., director, manager, supervisor).

Module Tableđź”—

This table outlines what the employee can expect during training sessions. You can scale this portion if more than one day of training is required.

Table Elements:

  • Module name: Name of the collective set of lessons (e.g., “Client Relationship Management”).
  • Day & time: Day and time of coverage (e.g., day 1, 9 AM to 3 PM).
  • Lesson topic: Individual aspects of the module (e.g., high-level overview, data entry).
  • Sub-topics: Building blocks for each lesson (e.g., how to log in, how supporting teams use the system).
  • Status: Checkbox to indicate if the employee has completed the lesson.