Top Employee Training Plan Template & Training Schedule Software
Best Toolkit for Managing & Tracking Your Training Programs
Employees, managers, and leaders across an organization often need to be trained.
When an organization or group is going through change, trainers and educators need to draft and implement effective training plans to help impacted users adopt new job skills, as well as learn about new processes, policies, technology change, expansion, M&A, new systems and tools, culture change, new job role, changing skill sets, new employee, changing corporate vision, or for a wide range of factors.
To effectively conduct, track, manage, and measure the effectiveness of a training plan matrix, training specialists, change managers, HR, and project leads need the best employee training schedule template and software.
Training plans for employees templates may be found in a variety of formats online, such as an employee training plan template Word or Excel document. But these formats typically have limitations. For example, a training plan template Word document won’t usually provide you with a way to do reporting on your training management activities and trainee performance.
OCM Solution Training Matrix Template Reporting Example
As a Senior Training & Change Management Consultant, I have successfully delivered training to over 10,000 employees and users across Intel, Accenture, Cisco, Apple, Deloitte, Capital One, HSBC, Goldman Sachs, and other large firms.
Throughout my career, a major challenge I have seen impacting most training practitioners has been a lack of a streamlined and standardized best-in-class employee training plan template, and tool for planning, tracking, and managing all aspects of their training programs.
The best all-in-one template of training plan management should allow you and other professionals to effectively conduct all aspects of your training activities, and most importantly to be able to track the effectiveness of your training delivery, and be able to report on these activities to project sponsors and leadership. It also needs to be flexible enough so it can be used across any industry, organization, and region, and for any project size.
As a pioneer of the best employee enablement tools, and a strong advocate of the training, change management, and HR communities, I decided to work with OCM Solution Designers and Developers to launch the top-ranking all-in-one employee training tracker, reporting tool, and training plan software below that you can obtain and use for your training needs.
Ogbe Airiodion
Senior Change Management Leader
Employee Training Management Made Easy
There are many moving parts in how to create a training plan template. You have to identify the skills and proficiency gaps for each user (Trainee), develop training programs with topics, determine training KPIs (what does success look like?), measure progress for each trainee, and use a training program template to track your successes!
The all-in-one OCM Solution training tracking software provides you with everything you need to plan, implement, and measure KPIs for a successful training and enablement program.
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Our software for tracking training is equally suited to newbies, as well as for experienced trainers and change managers alike. These comprehensive tools and training plans templates are designed to help those new to training ramp up the learning curve with expert guidance, as well as give seasoned trainers training record templates and dashboards that are truly time-saving.
Versatile Training Implementation Plan Template (for Any Kind of Training)
The OCM Solution group and employee training tracker template is set up and ready to go, but you can also customize the templates for your needs. Turn your OCM Solution training plan training outline template into a:
- New employee training plan template
- Annual training plan template
- Hybrid workplace training plan template
- Leadership corporate training plan template
- Weekly training plan template
- Retail training plan template
- Receptionist training plan template
- Social work training plan template
- Sales training plan template
- HR training plan template
- On the job training plan template
- Call center training plan template
- Supervisor training plan template
- Apprentice training plan template
- New staff training plan template
- And much more
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Illustration: Sample Training Plan for Employees Analytics Report
Training Score Card from OCM Solution Training Programme Template
Are you frustrated with basic training records template options? Need to find a better new employee training plan template? Need reporting that you can’t get from your training plan Word template? Please reach out and let us know.
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OCM Solution Training Tracker Software Advantages
Features to Enhance Your Training Planning & Deployment
Everything in One Place
The OCM Solution training plan template for new employee and other types of training provides one centralized place to keep track of your training activities. Including a training curriculum template, staff training plan template for training audiences (internal and external), how to develop training plan checklist and guide, reporting analytics, tasks, notes, and more. It also includes a training plan for employees sample template to increase success.
Simple Training Curriculum Template & Training Framework Template
Our training planning software has two key data input templates – one to list your training programs and topics and another to manage your training audience. You can track your audience at either the group level or individual level by choosing the appropriate staff training record template. These training plans for employees templates are all connected to your analytics for comprehensive reporting.
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Helpful Sample Employee Training Plan Surveys
Leverage the surveys included in this group and individual employee training plan template to help you quickly capture the training data you need. It includes questions you can ask of individuals and managers for a training needs analysis and post-training experience review. You can then easily import survey results into your employee training record template.
Training Manager Tools Checklist
Need help getting started with how to develop training plan steps? No problem! You can use the example training plan template checklist included in the OCM Solution training matrix software. Use this checklist as an on the job training plan template that outlines all the steps you should take to implement an effective training plan deployment.
Export Your Training Tracker Template to Excel
Work where you like. Use the cloud interface or export your employee training records templates to an Excel training tracking spreadsheet to work offline. Just import the training spreadsheet template back to the cloud to view your template training plan reports.
Instant Analytics & Reports on Your Entire Training Program
Get powerful project training plan template filtering that allows you to see data visualizations at both a program and detailed granular level. Training tracker spreadsheet reports give you multiple KPIs to choose from, and you can export them to PDF or PowerPoint.
Training Tracking Template with Integrated Task Management
Task tracking is a core part of any activity when you develop training plan outlines. Use your workplace training plan template and the checklist for how to make training plan template steps for tracking tasks. You’ll then, be able to see all tasks across all projects in a single place.
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Employee Training Plan Sample Data
We don’t just give you a blank training matrix template for you to figure out on your own. Your annual training plan template comes prepopulated with a sample of training plan for employees data. Once you remove the data from your live training plan for employees template, you can still refer to the sample training plan template that’s available. You will find a sample reports dashboard as well as training plan sample templates for both group and individual-level training tracking.
Training Management Tools Report Exports to PDF or PPT
The reporting dashboard in the OCM Solution template for training plan activities makes it easy to share reports in no time. You can choose which individual reporting visualizations you want to share and then export your training matrix software reports to PDF or PowerPoint.
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New to Change Management?
Our Training Planner Template includes a step-by-step tutorial to walk you through best practices for planning and deploying effective group and employee training.
Don’t hesitate to let us know if you have any questions about a training plan for new employee template, training schedule employee training plan template, or how to create a training plan template.
OCM Solution Training Scorecard Report: Easily see how your training is going with our comprehensive training management tools.
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Use the OCM Solution Training Tracking Software as a new hire training plan template, new employee training schedule template, employee cross training plan template, weekly training plan template, retail training plan template, receptionist training plan template, sales training plan template, HR training plan template, call center training plan template, apprentice training plan template, supervisor training plan template, and many more.
Generate Masterful Training Planner Template Analytics Reports
Analytics & Reporting Dashboard
Instantly report on the training KPIs for individuals and groups that you’re managing in your training planning software. Plus, show how training engagement is making a difference through detailed reporting on training delivery and how trainees did.
View group and individual training plan template reporting at the program level across multiple projects, and drill down into the various trainee groups to see which areas may need attention.
The reporting comes in automatically from your templates for training plans as you enter data. This includes:
- Training program template (to plan your topics and curriculum data)
- Individual employee training plan template (if tracking at the individual level)
- Group training plans template (if tracking at the group level)
Your reporting is always up to date with the latest entries and data you’ve added to your training plan training schedule templates.
When creating a training plan template on your own in Excel or in a new employee training plan template Word document, trying to get nice reporting that can easily be exported to PowerPoint or PDF can be a challenge – or impossible.
Our analytics save you a ton of time when it comes to analyzing and presenting your data. Instead of having to spend hours poring over a training plan template example in Excel or a training plan Word template to figure out charts – OCM Solution has done it all for you!
Exporting your reports and data is easy when you need to present them to others. You can export to a training schedule template PDF or PowerPoint, and choose the reports to export. This simple training plan template export process helps you easily share your training data with others and point out what’s going well and what may need more attention to ensure trainees successfully learn the required content.
Scroll through some reporting screenshots of the template of training plan reports you can generate.
You can securely access training tracker software using any device including a mobile phone, iPad, laptop, Mac, or PC, and from any location (office, home, or even when traveling).
Insight Into Training Matrix Template Activities
Easily see how various trainees and groups are progressing through their training, get a holistic view of training gaps, identify problems with receptiveness to training, and much more.
Your training programme template reporting is always up to date with the progress you or your team are making as you complete the steps and tasks needed to teach employees and groups the required information.
View the data from your training record template how you like. See all projects (program-level reporting) or filter to view one or more projects, groups, job roles, locations, and more.
Need tips on creating a training plan template and how reports may look? The sample training curriculum template reporting dashboard provides you with a view of how your data will look once entered and helps you better understand your training planner template inputs.
Our training records template reporting provides insights such as:
- How much training each trainee or group is assigned to
- Progress of training across all training groups and individuals
- The most impacting training programs
- The overall level of training needed
- Trainee receptiveness to training
- Training delivery schedule
- And more!
Track the success of your training plan using reports that guide you in how to make a training plan template that succeeds.
Employee Training Success KPI Tracking!
A key benefit of the OCM Solution Training Manager Tools is the ability to evaluate the success of your training program. Including how well the training was received, whether it was delivered adequately, and whether trainees gained the necessary skills outlined in the training plans template goals
Capture important insights, such as whether trainees or managers of trainee groups feel that more training is needed. This can be invaluable information in ensuring that your training curriculum template meets its goals.
Gain important insights to improve your delivery of a training plan template for new employee training, leadership training, project and change management training, and any type of template training plan.
Contact us if you have any questions about OCM Solution toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community.
Cancel anytime Prices range $25 - $125 / month. Are you an individual or small Change Management team (1-4 individuals)? Visit Our Checkout Page to Subscribe Today! Are you a Change Management team with 5 or more individuals?
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Looking for tips on how to customize this training plans template and tool for a training plan for new employee template, sample training plan for employees, a new hire training plan template, a blank training matrix template for vendor training, an employee cross training plan template, a project training plan template, a training plan training outline template, an apprentice training plan template, a supervisor training plan template, a call center training plan template, and on the job training plan template, an HR training plan template, a sales training plan template, or something else? Just reach out and we’ll be happy to help!
Comprehensive Templates for Training Plans (Audience & Training Program Template)
One thing that change managers, training managers, and project managers continually tell us is that they need a place to track both the trainees (the audiences taking the training) and the training program and topics.
They have found this difficult to do using other tools, like employee training plan template Word downloads or a template of training plan columns in Excel. These will typically provide one or the other, but not both types of training tracking.
The OCM Solution Training Management Toolkit addresses this challenge by providing BOTH audience tracking training schedule templates (one for group-level and one for individual-level) and a training program template to input details about your training programs, such as topics, curriculum outline, and training goals.
OCM Solution’s #1 group and individual employee training plan template can be used to get both a high program-level overview and a detailed granular view of your overall group training activities. It also provides insights into creating a training plan template by providing a step-by-step checklist of training planning and deployment.
This training schedule software is flexible to use how you like. Get started right away with columns already set up to capture all your training matrix template activities. Or tailor the columns in your training plans for employee templates to perfectly fit your project needs.
You have a training module template for tracking training at the group level. There is also an individual-level staff training plan template. Use one or use both! They will both feed into the software for tracking training reporting analytics.
Scroll through some example training plan template screenshots.
Prepopulated Employee Training Plan Sample Data
When you’re faced with a blank training matrix template when first signing up for employee training tracking software, it can be intimidating. You have to figure out the training plan software columns yourself and what should go into each one.
The OCM Solution toolkit templates come prepopulated with training plan for employees sample data that shows you how to enter your own data. This sample employee training plan makes it much easier to see how to make a training plan template.
Powerful Yet Simple Training Plan Template
OCM Solution’s #1 Training Framework Template & Toolkit offers one easy software to use to plan and manage all aspects of your training engagement. It provides you with a best-in-class training plan sample template checklist that guides you in how to create a training plan template and program.
Do you know the factors to gather when doing a training needs assessment? If not, no worries, this work training plan template includes a simplified and optimized structure with pre-defined columns and data fields. Spend less time trying to figure out what you need to assess. This allows you to better focus your time on planning and managing your training programs.
Do you have questions about exporting your sample of training plan for employees? Need help customizing a new employee training schedule template? Would you like to export the OCM Solution sample training plan template to use for educating others? Just reach out and we’ll be happy to help!
Gain Visibility Into Indicators That Help You Keep Training On Track
For each of the training plan templates and programs that you put together, there will be many variables that go into success and failure. Some of the staff training record template variables you need to be aware of are:
- Level of training needed
- Trainees’ receptiveness to being trained
- Whether a trainee failed or passed training
- If trainees found training relevant/useful
- If the training delivery was effective
- Whether or not trainees or their managers feel more training is needed
The OCM Solution employee training records template is set up to capture all these important KPIs for each trainee or trainee group and each of your training programs.
If you look at your employee training record template and see that a group has a high overall level of training needed, it indicates that more training will be needed than for those that don’t need much training.
Additionally, if you notice in your training tracking spreadsheet that a trainee or group has a high level of training and a low receptiveness to being trained, you’ll know that’s a key trainee/group that you’ll need to engage with to ensure they learn the needed skills and information.
When your training tracker spreadsheet indicates that trainees have failed training, it’s important to find out why. That’s why the OCM Solution training tracker template for individual-level tracking and the training tracking template for group-level tracking both include columns for training delivery evaluation. These include whether or not training was relevant and how the trainees feel the administration of training was done.
If you see that several trainees in the same training program score delivery of the training low, it’s an indicator your program has issues that need to be resolved.
An important variable that is not always included in free or cheap new employee training plan template Word downloads is whether or not trainees or their managers feel that more training is needed.
You can’t just assume that your training plan for employees template program is going to go off without a hitch and will provide all trainees with all the knowledge and skills they need. You should be ready to come back to your training management tools to add additional training sessions as needed.
Your training plan template for employees and groups is already set up to track all this vital information for a successful training plan implementation.
Training Implementation Plan Template Options
As mentioned, there are three training plans templates in your OCM Solution training matrix software. You will typically only use two of these for your personal training plan template layout.
In most cases, you will be using two OCM Solution training plan template examples:
- The training program template (to enter training program/topic information)
- The audience training matrix template (to track trainees and their training progress)
For the audience training matrix template, you have two options to choose from. You will either use the group training schedule template if you are tracking training by the organization (department, business unit, team, role, etc.) or you will use the individual training plan template if you are tracking by each individual trainee.
Can I use both training plans templates for the audiences?
Yes, if you would like to use all three of the training plan training schedule templates in your training tracking software, you can. Some projects may require you to track training both at the group audience level and individual trainee level.
In this case, you would end up using all three of the training schedule employee training plan templates: The training programme template, the group-level template for training plan engagement, and the individual employee training tracker template.
The OCM Solution online training spreadsheet template and tool is truly a versatile and flexible toolkit designed to help increase your training management successes.
Do you have questions about how to use our sample training curriculum template, checklist on how to make training plan template objectives, or training plan matrix analytics dashboard? Check our step-by-step tutorial videos.
Flexibility & Scalability
Your OCM Solution training planning template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few groups to large transformations that will impact thousands of employees, managers, customers, and external users.
These templates for training plans can be used for both individual-level training plans, for smaller groups and projects with limited impacts, as well as for large enterprise training programs spanning multiple countries.
OCM Solution platform security is excellent, giving you peace of mind as you use this software as your template of training plan activities. View our detailed security page here.
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Contact us if you have any questions that you need answered before purchasing the OCM Solution training tracker software. We also hold weekly live webinars, where we will be happy to show you the OCM Solution training plans for employees templates and reporting dashboard up close.
Sample Employee Training Plan Checklist
A bonus feature that you get with your OCM Solution software for tracking training is a training planning and management checklist that walks you through the process of developing a training framework template for your training needs.
This training plans template checklist comes pre-populated with tasks and objectives you can follow when conducting training for individuals and groups. You can use the training schedule template checklist as is and use the steps and tasks provided. Or you can edit the information to tailor the training program template checklist for your needs.
Use the templates for training plans checklist in OCM Solution to track all the steps associated with the development and implementation of your template of training plan engagement.
Tailor Your OCM Solution Training Record Template Checklist for Your Needs
OCM Solution’s employee training tracking software and other change management tools set you up for success. Use them right away as they are or customize them as you like to fit your organization’s needs perfectly.
You can edit the tasks to easily transform this training module template checklist into an employee training plan sample checklist that your training team, project team, HR team, or change management team can follow for these specific types of training:
- New hire training plan template checklist
- Annual training plan template checklist for leadership development
- Sample training plan template checklist for security awareness skills
- Training records template checklist for vendor onboarding training
- Sample training plan for employees that are cross-training
- Training plan sample template checklist for sales training
- Sample of training plan for employees in the HR department
- And many more!
Training Evaluation Survey Questions You Can Use
One of the time-saving features of the OCM Solution training planning software is the survey designed to capture key KPIs that are used in your training plan templates for planning and managing training.
You have two main types of surveys included in your training plan template for new employee training and other types of training, and for each survey, you have two survey options:
- Training Needs Assessment Survey
- Survey to give individual trainees
- Survey to give managers of groups being trained
- Post-Training Delivery Survey
- Survey to give individual trainee
- Survey to give managers of groups being trained
The survey questions are designed to exactly match specific column inputs on your staff training record template. This makes it easy to upload the survey results directly into your OCM Solution training plan software, saving you a lot of time!
You would typically use the survey to give individual trainees if you are using the OCM Solution employee training records template for individual-level tracking. And you would typically use the survey to give managers of groups being trained if you are using the OCM Solution group-level corporate training plan template.
Plus, if you’re using the individual training record template, the individual’s email address is used as an identifier and the survey results will automatically populate into the correct row.
The training surveys in the OCM Solution training plans template software are provided in three formats:
- Microsoft Word
- Microsoft Forms
You can use the PDF template of training plan surveys to quickly see what the questions look like. Easily edit the employee training plan template Word survey or the Microsoft Forms version to add your company/project information at the top.
Here is an example of the Microsoft Forms version of one of the training plan for employees sample surveys that you’ll find in the OCM Solution templates for training plans software.
Example of one of the training programme template surveys in this training schedule software.
What are the benefits of using the surveys in our training records template?
- Do your training needs analysis and post-delivery evaluations quickly
- The training matrix template survey questions are already set up to match the column inputs in your training plans for employees templates
- 3 formats to choose from (Word, MS Forms, PDF)
- Results are easily uploaded into either the individual employee training records template or group-level training tracker template
- MS Forms makes it easy to send your survey out and trainees or managers can fill it out online on any device
- Surveys can be personalized for your organization
Don’t hesitate to let us know if you have any questions about our templates for training plans, the training record template checklist, the training plan template Word, PDF, or MS Forms surveys, or the sample training plan template analytics reporting. We can also help you understand how to create a training plan template according to best practices.
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OCM Solution Training Plans for Employees Templates & Tools
What’s Inside the OCM Solution Software for Tracking Training?
- Group-level training records template
- Individual-level employee training plan template
- Training schedule template analytics dashboard
- A step-by-step training management checklist
- Training plans template surveys to capture training success KPIs
- Guides, tutorials, and help resources
- and More!
What Else Can I Expect From OCM Solution?
- Control & security with 4 user permission levels
- Integration with other OCM Solution change management tools (change impacts assessment, change readiness assessment, coaching management, and many more)
- A template of training plan activities that teaches you how to make a training plan template and how to deploy it
- Multiple tooltips throughout the platform that explain the “why” behind the data
- Responsive support for all your training planning and management questions
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Templates for Training Plans FAQs
Do you have a money-back guarantee on the training planning template tool? Answer: Yes, we do. The Cloud version of our Training Manager Tools Software comes with a cancellation at any time policy – no matter the reason.
Multi-prong question about sharing these training plans for employees templates with other team members Questions: Can I share the OCM Solution training programme template tools with others? What are the requirements for the single-use license? If I have a colleague on the same project, can we use it separately and work on the project separately, or do we need to buy 2 licenses? Answer: Our software template for training plan management is offered on a per-user basis. You can add users to your account to collaborate with you, but they need to subscribe. Subscribing gives them their own single-user license. After you subscribe, it’s easy to add teammates and other users.
Can I cancel at any time? Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our training module template and toolkit are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.
Does the employee training record template include guides and tutorials? Answers: Yes, it does. And more. Our project training plan template, analytics, and checklist have tooltips to guide you. You’ll also find video tutorials that provide you with a step-by-step walkthrough.
Can I upload (import) data into the training plan training outline templates? Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your training tracking template from any spreadsheet.
I am in a different region, will these training management tools still work for me? Answer: Yes, most definitely. Our employee training tracking software was developed for change practitioners in the United States, Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and any region. These are truly global templates for training plans.
Can I remove OCM Solution branding and use my branding or firm’s logo? Answer: Yes, you can replace OCM Solution branding on your purchased training tracker software, when you add the Rebranding add-on to your order.
Can I upgrade at any time? Can I add more products later on? Answers: You can add toolkits, users, and project licenses to your OCM Solution account at any time.
How are future enhancements/changes handled for this training planning software? Answers: Future upgrades and changes to your training implementation plan template & tools will be done periodically. Upgrades and future enhancements will always be free to customers.
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Template of Training Plan FAQ
A training plan outline is a rough draft of your training plan. It’s helpful when creating a training plan for new employee template or any other type of training plan to create an outline first that includes general topics and a timeline. Then socialize this training outline with key stakeholders to refine it before creating your detailed training plan.
Good training will meet the goals that the training is trying to achieve. It will also achieve high marks from trainees as being helpful and useful to them. You want to identify the goals for the training and include these in your training plans for employees templates from the start to you can ensure that your training program addresses those goals.
You can follow the steps in the OCM Solution training programme template checklist to learn how to make a training plan template. The basic phases that you’ll find in the checklist for creating and deploying a training planning template include:
Yes, you can modify the OCM Solution template for training into a new staff training plan template, and just about any other type of group or individual training plan template that you need. You can change the names of columns, add your own columns, hide columns, and move them around. Plus, it’s much easier to customize our training plans template than it is a standard Excel training tracking spreadsheet or an employee training plan template Word doc table. External sources: stock.adobe.com, https://www.ls.graphics/free/free-pixel-4-and-pixelbook-go-mockupWhat is a training plan outline?
What does good training look like?
How do you write a training plan?
• Training Needs Analysis
• Training Plan Development
• Training Delivery
• Training Evaluation Can your toolkit be used for a new staff training plan template?
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