Training Plan Templates (7 MS Word + 7 Excel Spreadsheets)

Download these Training Plan templates to outline the steps required to design, develop and deliver a training program. The templates, checklists and forms will help you prepare the objectives, needs, strategy, and curriculum to be addressed when training users on a new or enhanced IT system.

This Training Plan Template kit includes a 20 page MS Word template14 MS Word/Excel forms, as well as checklists, questionnaires, and spreadsheets to help you capture the scope, requirements, evaluation, delivery method, strategy, dependencies, constraints, limitations, schedule, resources, and training materials.

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MS Word Template: Blue Theme


MS Word Template: Red Theme

Training Plan – Stakeholder approval and signoffs

Table of Contents

Document History, i.e. capture when changes are made to training plan

Introduction, background, and scope

Training requirements, i.e. what you need to prepare for the course

Instructional Analysis, i.e. outline the trainee’s requirements, their needs,
issues and recommendations

Objectives for each person undertaking the training course

Prepare a training schedule for the duration of the course

Training Plan: Sample Documents

Evaluation Form

Training Plan Template: Sample Excel Documents

Training Program Spreadsheet

Training Plan Template: Table of Contents

The Training Plan template (20 pages MS Word) contains the following sections:

1 Introduction

1.1 Background

1.2 Scope

1.3 Objectives

1.4 Assumptions

1.5 References

2 Training Requirements

2.1 Audience

2.2 Roles and Responsibilities

2.3 Training Evaluation

2.4 Delivery Method

2.5 Materials

2.6 Duration

2.7 Size

2.8 Facilities

2.9 Instructor Evaluation

2.10 Updates

2.11 Staffing

3. Training Strategy

3.1 Training Sources

3.2 Pilot Training

3.3 Dependencies / Constraints / Limitations

4. Training Schedule

4.1 Training Program Activities

4.2 Foundation / Pre-requisite Activities

5. Training Resources

6. Training Environment

6.1 Software Requirements

6.2 Hardware / Network Requirements

6.3 Trainer Requirements

7. Training Materials

7.1 Updating Training Materials

8. Training Security

8.1 Access to Training Material

8.2 Access to Training Environment

Training Plan Template: Content & Format

The templates included in this pack are in Microsoft Word and Microsoft Excel format. You can download all templates online for only $9.99.

The template pack includes the following documents:

Training Plan Template (Color) 20 pages x MS Word Download Word template
Training Plan Template (Standard) 20 pages x MS Word Download Word template
Training Plan Template (Word 2007) 20 pages x MS Word Download Word template
Training Plan Template (Word 97-2003) 20 pages x MS Word Download Word template
MS Word Training Forms: 1. Estimated Training Time2. Instructor Evaluation Form

3. Needs Assessment Questionnaire

4. Trainee Assessment Form

5. Trainee Requirements

6. Training Course Evaluation Form

7. Training Curriculum

7 Forms x MS Word Download Word template
MS Excel Training Spreadsheets:1.
Training Curriculum2. Training Program3. Training Assessment4. Training Budget5. Training Request6. Training Record7. Training Action Log
7 s/sheets x MS Excel Download Excel template

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Download Your Training Plan Template

Download Template

Product Specifications

File Format: The templates are in Microsoft Word (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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Employee Handbook Template (MS Word – 140 Sample Topics)

Download this Employee Handbook template with 140 topics in MS Word format to document your organization’s HR needs.

The MS Word template includes 100 pages of sample material, including sections on Employment Status and Records, Employee Benefit Programs, Timekeeping, Payroll, Anti Discrimination, Harassment, Work Conditions, Leave of Absence, Employee Conduct, Disciplinary Actions, IT Policies, and Health and Safety.

Download Now for $19.99 – Buy Here!

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Employee Manual: Blue Theme

Here are sample screenshots from the Employee Manual template, including some from the Employee Conduct, Disciplinary Actions, and IT Policies

You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

Employee Manual: Blue Sky Theme Screenshots

You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

NB: Let me know if you need any help with this.

Table of Contents

1. Introduction 
1.1. History
1.2. Goals, Values and Beliefs
1.3. Equal Opportunity

2. Employment Status and Records 
2.1. Confidentiality
2.2. Conflict of Interest
2.3. Employment Categories
2.4. Personnel Records
2.5. Probation Policy
2.6. Attendance Policy
2.7. Employee Referrals
2.8. Employment of Relatives
2.9. Introductory (Probationary) Period
2.10. Job Postings & Promotion
2.11. Background Checks
2.12. Criminal Records Check
2.13. At Will Employment
2.14. Americans with Disabilities Act
2.15. Immigration Law Compliance
2.16. Anniversary Date
2.17. Personnel Records
2.18. Change of Personal Data
2.19. Personal Property
2.20. Medical Status & Attention
2.21. Termination, Resignation and Discharge
2.22. Transfers & Relocation
2.23. Unions
2.24. Use of Company Property
2.25. Holidays
2.26. Vacation
2.27. Data Protection
2.28. Recruitment Policy
2.29. Promotion Policy
2.30. Interviewing Policy
2.31. Performance Reviews
2.32. Termination Policy
2.33. Dismissal Policy
2.34. Redundancy Policy
2.35. Retirement Plans

3. Employee Benefit Programs 
3.1. Employee Benefits
3.2. Life Insurance
3.3. Medical Policy
3.4. Sick Leave Policy
3.5. Long Term Illness Policy
3.6. Grievance Policy
3.7. Equal Opportunities Policy
3.8. Education Assistance
3.9. Employee Assistance Program
3.10. Disability Insurance
3.11. Reimbursement for Parking and Taxis
3.12. Retirement Saving Plan
3.13. Travel & Expenses

4. Timekeeping / Payroll
4.1. General Pay Information
4.2. Payroll
4.3. Payroll Deductions
4.4. Pay Schedule
4.5. Working Hours
4.6. Work Breaks
4.7. Outside Employment
4.8. Overtime
4.9. Performance Evaluations
4.10. Salary Increases
4.11. Time Records
4.12. Time Clock and Time Cards
4.13. Double Employment
4.14. Time in Lieu
4.15. Salary Policy
4.16. Expenses Policy

5. Anti Discrimination and Harassment
5.1. Americans with Disabilities Act
5.2. Equal Opportunity Policy
5.3. Policy Prohibiting Harassment and Discrimination
5.4. Prohibited Behavior
5.5. Harassment Policy
5.6. Sexual Harassment Policy
5.7. Harassment by Non-employees
5.8. Complaint Procedure and Investigation
5.9. Retaliation
5.10. Training
5.11. Employment at Will

6. Work Conditions and Hours
6.1. Attendance & Punctuality
6.2. Bonus Compensation
6.3. Breaks
6.4. Flexible Work Hours & Telecommuting
6.5. Time Keeping
6.6. Tidy Desk Policy
6.7. Dress Code
6.8. Personal Property

7. Leave of Absence
7.1. Family and Medical Leave
7.2. Personal Leave
7.3. Parental Leave
7.4. Bereavement Leave
7.5. Time Off From Work In Connection With Court Cases
7.6. Time Off To Vote
7.7. Military Leave
7.8. Jury Service Policy
7.9. Pregnancy-Related Absences
7.10. Maternity Leave Policy
7.11. Paternity Leave Policy
7.12. Compassionate Leave Policy
7.13. Short-term Disability
7.14. Continuation of Medical/COBRA
7.15. Worker’s Compensation

8. Employee Conduct & Disciplinary Actions
8.1. Conduct Standards & Discipline
8.2. Gross Misconduct Policy
8.3. Fraudulent Activities
8.4. Reporting Misconduct Policy
8.5. Disciplinary Policy
8.6. Misconduct Policy
8.7. Drug and Alcohol Policy
8.8. Anti-Substance Abuse
8.9. Drug Testing
8.10. Company Equipment and Vehicles
8.11. Company Property
8.12. Dating in the Workplace
8.13. Ethical and Legal Business Practices
8.14. Grievances
8.15. Insider Trading
8.16. Progressive Discipline
8.17. Smoking Policy
8.18. Workplace Solicitation
8.19. Zero Tolerance for Workplace Violence

9. IT Policies
9.1. Computer Usage Policy
9.2. Misuse of Computing Privileges Policy
9.3. Email Policy
9.4. Prohibited Internet Usage Policy
9.5. Remote Access Policy
9.6. Bulletin Boards
9.7. Communication with Press or Media
9.8. Software Policy
9.9. Use of Company Communication Systems
9.10. Data Protection Policy

10. Health and Safety
10.1. Safety
10.2. Fire Evacuation Procedure
10.3. Fire Safety
10.4. Security
10.5. Emergency Measures (Inclement Weather)
10.6. First Aid Policy
10.7. Smoking
10.8. Hygiene Policy

11. Miscellaneous Policies
11.1. Visitors Policy
11.2. Welfare Policy
11.3. Housekeeping Facilities Policy
11.4. Open Door Policy
11.5. Company Training Policy
11.6. Other Benefits

12. Appendix A – Reference Documents

13. Appendix B – Glossary of Terms

Employee Handbook Guidelines

1. How to use this Employee Handbook
1.1. How to add your logo to the cover page
1.2. How to change [COMPANY] to your company name
1.3. How to add your logo to the header
1.4. Updating the Table of Contents
1.5. Adding Notes
1.6. Adding Warnings
1.7. Adding Comments
1.8. Bullet Lists
1.9. Numbered List
1.10. Sample Tables

Sample One Page Policy Template

Content & Format

All templates are in Microsoft Word format and can be downloaded online for only $9.99. The template pack includes the following documents:

2 x Employee Handbook Manual Templates 100 pages Employee Handbook Manual
Policy Manual Template 1 x page Policy Manual Template
Policy Manual Checklist 1 x page Policy Manual Checklist
Document Control Spreadsheet 2 x s/sheets Download Word template

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Download Now for $19.99 – Buy Here!

Download Template

Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Excel format (.xlsx).

File Size: The Download file is 2 MBs.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

FAQs