Employee training plan templates — 3 training plan examples – Business Management Daily

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Offering a strong employee onboarding process as well as ongoing training can help improve employee performance and retention. Employees that are given opportunities to learn new skills, train for leadership roles, and explore new professional interests are more likely to stay with the company. They can also grow into more valuable assets for your business.
Developing an employee training plan is a great way to streamline and organize your employee development initiatives. However, it can be hard to know where to start. To make the process easier, consider using an employee training plan template. Here we’ve outlined a couple of employee training templates and examples.
Employee training plans detail how employee training programs will be conducted. They help organizations keep the training process organized by making it clear what training activities will be completed, who will be responsible for each step of the training process, and how the effectiveness of the training will be measured.
They’re also a great tool for ensuring that all training activities and outcomes are documented. Documenting training activities can be helpful for performance management. It allows managers to better understand gaps in employees’ skills and keep track of what has been done to address any of those gaps or weak areas thus far. In some cases, employee training plans can also be used as performance improvement plans. Documentation is also useful for tracking required training and continuing education.
Regardless of what type of training plan you are creating or which template you choose there are a few key pieces of information that you should always include.
In addition to considering the above items, you may also want to spend some time identifying the training needs and employee, team, or overall employee population. A training needs assessment can help organizations create an employee training plan based on the team or employees’ job duties and any current skill gaps. These skill gaps can be identified in performance reviews or self-assessments. Then, you can build your training plan around the individual employees’ needs.
Here is an example of a basic employee training plan template. This training plan template can be adapted to a wide range of training initiatives including onboarding training, performance improvement planning, leadership development training, and more.
Employee Name:
Job Title:
Department:
Manager:
Training Program start date:
Training Purpose:
Training Activity
Delivery Method
Training Manager
Timeline
Desired Outcomes

Additional notes:

Success metrics:
Employee Name: David Smith
Job Title: Customer Service Representative
Department: Customer Support
Manager: Thomas Belden
Training Program start date: 6/05/22
Training Purpose: To prepare the employee for a leadership role.
Additional notes: N/A
Success metrics: Demonstrate proficiency in communication and problem-solving skills. Earn certificates of completion in both online courses with a satisfactory score.
The general employee training plan template above can be used for new hires. However many organizations spread their onboarding process and training objectives out across the first 90 days (often also considered the probationary period) and prefer a training plan format that separates the goals out by different milestones.
The new employee training plan template below is also a great way to not only keep the training process organized, but also to facilitate conversations during various employee check-ins. Many businesses have check-ins scheduled at the 30-day, 60-day, and 90-day marks to check in with employees on their training progress and see how they are adapting to their new teams and roles.
Employee Name:
Job Title:
Department:
Manager:
Start date:
First Week
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Comments:
 
First 30 days
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Comments:
 
First 60 days
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Comments:
 
First 90 days
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Comments:
Completion Date:
Employee Name: John Smith
Job Title: Sales Development Representative
Department: Sales
Manager: Joseph Turner
Start date: 8/1/22
 
First Week
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
HR Training
In-person one-on-one
HR Manager
Onboarding Forms, log-in for payroll system
8/2/22
Completed
Product Overview
Videos
Self-paced. Videos provided by Product Team
Training videos
8/3/22
Completed
Live Product Demo
Webinar
Product Team
N/A
8/4/22
Completed
Company Policy Training
Document Review
Self-paced with questions directed to the HR team
Employee Handbook
8/4/22
Completed
Sales Department Orientation
In-person one-on-one
Sales Manager
Sales deck
8/1/22
Completed
CRM Training
eLearning
Sales Manager
CRM login, access to CRM vendor training course
8/5/22
Completed
Comments: All HR forms and first-week training requirements completed.
 
First 30 days
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Competitor Training
In-person one-on-one
Sales Manager
Links to competitors
8/10/22
Completed
Sales Technique Training
In-person one-on-one
Sales Manager
N/A
8/17/22
Completed
Sales Scenario Roleplay
In-person one-on-one
Sales Manager
Ideal Customer Case Examples
8/19/22
Completed
Job Shadowing with Senior Sales Rep
Job shadowing
Sr. Sales Rep – Kevin Leahan
N/A
8/26/22
Completed
Comments: At the 30-day check-in, John reported that he felt ready to start taking the lead on more sales initiatives after shadowing and performing sales support tasks for Kevin.
 
First 60 days
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Complete first sales calls and review recordings with Sales Manager
In-person one-on-one
Sales Manager
Recordings of sales calls
9/16/22
Completed
Engage in mentoring sessions with Sr. Sales Rep
In-person one-on-one
Sr. Sales Rep – Kevin Leahan
N/A
9/30/22
Completed
Meet with manager food 60-day review
Performance review
Sales Manager
Employee self-assessment
9/30/22
Completed
Comments: Review of initial sales calls showed a need for improved training and mentorship on sales negotiation.
 
First 90 days
Training Topic/Task
Training Method
Trainer
Materials Needed
Expected Completion Date
Status
Quarterly product update/refresher
Group training session
Product Lead
N/A
10/30/22
Completed
Create proposed performance goals for next quarter
Independent activity
Employee
List of overall business goals
10/30/22
Completed
Meet with manager food 90-day review
Performance review
Sales Manager
Employee self-assessment
10/31/22
Completed
Comments: Employee has satisfactorily completed all training activities.
Completion Date: 11/1/2022
It’s also a good idea to conduct some post-training feedback from employees to understand how the training program can be improved next time. This can also help you find out if any additional training opportunities are required after completion of the initial plan. Every employee has different learning styles and training needs so even if the training program was well-designed and reasonably paced, some employees may still need additional training or resources.
These are examples of some questions that may be helpful to ask after training. Of course, due to the wide variety of training purposes and formats, you’ll want to adjust the list to fit the training that the employee or team received.
Trainee Name:
Training Date:
Training Activity:
Training Manager:
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