Individual employee training plan template

Top Employee Training Plan Template & Training Management Software

The Best All-in-One Employee Training Management Toolkit with Streamlined Templates and Reporting Dashboards

Employees, managers and leaders across an organization often need to be trained. Training is often required due to a new process, policy, 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 a training program’s effectiveness, training specialists, change managers, HR and project leads need the best employee training management software. 

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.

Employee training management software

A best all-in-one training and development plan template 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 best employee enablement tools, and a strong advocate of the training, change management, and HR communities, I decided to work with OCM Solution (formerly AGS) Designers and Developers to launch the top-ranking all-in-one employee training tracker, training planning, and training audience management toolkit below that you can obtain and use for your training needs.

Ogbe Airiodion
Senior Change Management Leader

Are You in a Different Region?

Question: “Hi OCM Solution, I am a Trainer in a different region, will the training toolkit still work for me?”

Answer: Yes, most definitely! This training management software was developed for Trainers, change practitioners, and program teams in the United States, Australia, the U.K., Canada, Philippines, India, Africa, Europe, Latin America, the Middle East, Asia, Asia Pacific (APAC), and in 152+ different countries.

It is truly a global training management toolkit irrespective of your current geographical location.

Individual employee training plan template
OCM Solution Training Schedule & Tracking Matrix

Employee Training Tracking Schedule and Change Management Made Easy

There are many moving parts to developing and implementing an employee training plan. You have to identify the skills and proficiency gaps for each user (Trainee), develop training topics and modules, determine training KPIs (what does success look like), measure progress for each trainee, and use an employee training tracker to track your successes!

The all-in-one OCM Solution training management software provides you with everything you need to plan, implement, and measure KPIs for a successful training and enablement program.

Our training management tools are equally suited to newbies, as well as for experienced trainers and change managers alike. These comprehensive tools and employee training schedule templates are designed to help those new to training ramp up the learning curve with expert guidance, as well as give seasoned trainers the right training matrix software and employee training template tools that are truly time-saving.

Illustration: Employee Training Toolkit KPI Dashboard

Training Score Card – KPIs

Training matrix template excel - training performance tracking

OCM Solution Employee Training Management Matrix Template Database

An effective training and development program allows you to increase the success of your change adoption and enablement, which includes training new employees or existing employees that are impacted by an organizational change.

As mentioned above, employees and managers often have to be trained to learn new business processes, new or upgraded system implementation, culture changes, M&A integrations, new skills, new roles, and more. They also need to be trained/enabled on a regular basis to adopt ongoing types of business changes.

If employees are not trained properly to become proficient in the new behaviors, then the training program will fail to achieve desired results and KPIs.

Key data points that need to be gathered and documented when conducting your training requirements assessments include the Who, Why, What, When, and How.

Gathering the various training audience information from your training assessments will be an ongoing process. As you progress with your training assessments, you should enter the information into the OCM Solution training tracking template of your choice:

If you only need to enter your training at the employee division, department, group, and/or job title level, then you can use:

The OCM Solution training matrix software is truly a versatile and flexible toolkit designed to help increase your training management successes.

Spend less time trying to figure which training factors you need to assess. This allows you to better focus your time in conducting your training assessment and also tracking and managing critical trainees.

As shown in the screenshot below, you can easily build your own customized employee training management system template by adding and customizing columns to fit your training management template needs.

Sample Training Tool – Training Record Template- Illustration

Training database and training checklist template

What are Users Saying About OCM Solution Change Management Toolkits?
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Don’t hesitate to let us know if you have any questions or feedback about this training software tool that allows you to effortlessly track employee training.

Contact us if you have any questions about any of our toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community.

Affordable & No Hassle Pricing

Cancel anytime you want, and get a prorated refund.

No questions asked

Simple Checkout Process

1. Visit our "Checkout Page" below

2. Enter your name and email

3. Review our list of change toolkits. $25 - $50 per toolkit. Add any toolkit to your cart

4. Add additional users (optional)

5. Make payment, and instantly get access to your change management account

Individuals or small change teams (1-4 users), click below


Checkout Page (0% - 60% Discount)

Mid-to-large change team (5-100 users), click below


Request a Group Quote (55% - 70% Discount)

AGS Coaching Tool - All-in-One Change Management Software

Excellent ROI from the first month!

Training Management As Easy as 1-2-3!

OCM Solution Cloud Employee Training Tool streamlines the process of planning and implementing an employee training program related to a change management plan or any other project that requires tracking training progress.

Track training the way you want. We give you three ways to choose from!

The toolkit includes three best-in-class options for tracking your training:

1. Training Tracking & Management Toolkit (Simplified Template): Track all training activities in one database. View samples and a 360-degree analytics view of training groups.

Simplified Training Tracking Template2. Organizational – Level Training Toolkit: Track training activities in a handy database at an organizational level to keep track of progress by division, department, group, and job role.

Organizational-Level Training Tracking Toolkit

3. Training Management Toolkit (Split-Template): For more detailed tracking, with both training topics and training audience database templates, samples, and a 360-degree analytics view of training groups.

Split Template Training Tracking Toolkit

Flexibility & Scalability: Organization and Individual Employee Training Plan Template Options

Your OCM Solution employee training software’s template is scalable, meaning you can use it for any type of program, from small projects that require an  individual employee training plan template and which will impact only a few groups to large transformations that will impact thousands of employees, managers, customers, and external users.

You can track at the individual level or the organizational level.

Choose from 3 Ways to Track Your Training Activities

You get three options in one complete cloud based online training tracking software tool for your training management needs so you can choose the one that best fits your project. Here is an overview of each one.

1. Training Tracking & Management Toolkit (Simplified Template)

If you’d rather track your trainees and topics in the same database, you can do that easily with our Training Tracking & Management Toolkit (Simplified Template). Add topics to the database and separately track trainee progress, due dates, scores, and more for each topic.

You have full control of topic names, and can add or delete topics as you need to. Keep an eye on trainee progress and due dates for each topic all in the same place.

Illustration: Employee Training Topic Tracking (Simplified Template)

Track Training Topics Simply

Let us know if you have any questions.

2. Training Management Toolkit (Split-Template Version)

The all-in-one training tracker and planning toolkit (split-template version) comes equipped with a training schedule template that allows you to document and track your training topics and curriculum.

This employee training schedule template is linked to the employee training database and automatically calculates the total number of Trainees for each assigned training topic.

Our training tool is set up to give you one comprehensive place to plan all your training activities:

  • Plan your training topics
  • Include topic details
  • Designate training delivery methods
  • Schedule training dates

Watch a Video Tutorial of This Training Tool

Illustration: Employee Training Schedule Template & Topics Matrix (Split Template)

Employee training schedule template excel

Training Audience Template 

Once you enter your training topics in the Training Topics Database, they will automatically populate into the Audience Database so you can easily chart each employee’s progress in each required training activity. This cloud based training tracking software automated connection makes your work easier!

Our training management tools audience database is set up to give you one comprehensive place to manage all your trainees:

  • Add each trainee
  • Add trainee contact details
  • Note if the trainee has completed all training or not
  • Include trainee’s geographical location
  • Include trainee manager details
  • Chart each trainee’s progress on each training topic
  • Include as much additional information as you need on topics or trainees!

Filter database columns to quickly find a trainee or topic. You can also search columns to bring up a list of topics that still have training in progress or which are completed.

Add, delete, and import data into both databases. You have full control over your OCM Solution organization and corporate training plan template.

Let us know if you have any questions.

3. Organizational-Level Training Toolkit 

Do you only need to track training by division, department, group, and/or job role and not per each trainee? Then the Organizational-Level Training Toolkit gives you a quick and easy way to do that.

This employee training schedule template does not have an analytics dashboard, however your training template data can be exported to Excel where you can chart it as you like.  It’s designed for more simplified organizational-level training management.

Organizational-Level Training Database

Organizational-Level Training Management

Video Review – OCM Solution (formerly AGS) Training Management Tools

  • Training Tracking & Mgt Toolkit (Simplified Template)

  • Organizational-Level Training Toolkit Tutorial

  • Training Management Toolkit (Split-Template) Tutorial

Training KPI, Analytics & Reporting Dashboards

The Analytics Dashboards that come with your OCM Solution change training tools give you real-time insights on your training schedule, a training scorecard, and other key KPIs for training managers.

Both the Simplified Template and Split-Template tools have Analytics Dashboards that will also allow you to easily view training KPIs, and identify which employees, job roles, departments, and regions have the most and the least number of targeted trainees.

Your OCM Solution training program analytics dashboard is continuously up-to-date with the progress you or your team are making as you complete the steps and tasks needed for your training exercises.

This is going to save you tons of time when it comes to analyzing and presenting your training program data. Instead of having to spend hours pouring over your inputted training management information and trying to chart it into comprehensive insights – OCM Solution has done it all for you!

Employee training plan template

In the Split-Template tool, you can quickly see which countries, cities, states, or regions have the highest or lowest levels of Trainees, and then plan your training delivery accordingly to accommodate time zones, local requirements, and other localization needs.

Training tracker excel and training matrix sample

Impacted User & Employee Training Management Toolkit – Instant Analytics

One of the best features is the Analytics Dashboard of your employee training and enablement toolkit. Here are a few more screenshots to show you just how helpful it’s going to be for tracking, reporting, and managing your training program. (The images below are from the Split-Template Training Matrix version.)

 Sample training plan template for employees

Employee training management matrix – easily track training progress.

Training checklist template and trainee score card reports

Training management matrix for employees – breakdown by job role and geographic locations.

Employee training software

Employee Training Success KPI Tracking!

A key benefit of the employee training records template is the “Training Progress Score Card” training KPI section, which allows you to easily track (at a holistic level), the progress that Trainees are making towards completing their assigned training topics.

See the progress on a granular level in a glance!

Sample Training Database (Split-Template Version) – Training Success Tracking

Training plan template excel - online

Sample Cloud Based Training Tracking Software Database (Simplified Version) – Training Success Tracking

Simplified Trainee Progress Tracking

Don’t hesitate to contact OCM Solution (formerly AGS) if you have any questions about this top-ranking cloud based training tracking software and the associated training matrix samples.

Video Tutorials – OCM Solution (formerly AGS) Training Management Tools

Click below to watch the video tutorial of our Training Mgt Simplified Template

Click below to watch the video tutorial of our Training Mgt Organizational-Level Template

Click below to watch the video tutorial of our Training Mgt Split-Template

Why Use OCM Solution for Your Change Project?

  • Saves you tons of time 
  • Based on industry-standard change methodologies
  • Can be used by both beginners and experienced change managers
  • Change teams can collaborate together online
  • Automatic reporting that is always current with your data
  • You can access OCM Solution from any device
  • Keeps you from dropping any balls 
  • Makes you look good with smart analytics!

What’s Inside the OCM Solution Training Management Module?

  • Free change management templates & roadmaps
  • Free project management templates
  • KPI of training manager activities
  • Trainee satisfaction survey samples and templates
  • Instant analytics as you input data (no spending hours trying to create reports)
  • Training guides and best practices
  • Ability to upload your data from a spreadsheet or key it into the OCM Solution Cloud interface
  • Master organizational lists that populate into all modules as dropdown options
  • Training manager key performance areas
  • Ability to add on special features like knowledge library access or a live dedicated Senior Change Manager as a resource
  • Seamless employee training tracker app
  • Secured employee training database
  • Export as an employee training plan template Excel download 
  • Easily track employee training
  • And more

Looking for more tools?  If you’d like more project and change management tools, we offer the All-in-One Change Mgt Toolkit. It includes a full portfolio of change management tools perfect for Change Management Teams, Change Leads, and Consultancies. If you are seeking an employee training plan template Excel version, you can subscribe to the cloud version and export the template to Excel. 

(and Get Instant Access!)


Multi-prong question about sharing the Training Management Toolkit with other team members

Questions: Can I share this Training Management Toolkit 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 best training management software 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 purchase the Training Management Toolkit, we will follow-up with additional details on the 3 quick steps for adding teammates and other users to sharing the tool with you.

Can I cancel my OCM Solution training management software subscription at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. We don’t have any locked-in, long-term contracts! You can cancel at ANY point (even before your renewal date), and we’ll issue a prorated refund —no hoops for you to jump through.

Does the sample training plan template, and the main training matrix include tutorials?

Answers: Yes. And more. Our All-in-One Employee Training Log, Template, and Toolkit also includes video tutorials that provide you with a step-by-step walkthrough on using the Training Management Toolkit.

Can I upload (import) data into the Training Management Toolkit’s spreadsheets. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your Training Management Toolkit. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this Training Management Toolkit still work for me?

Answer: Yes. This tool was developed for the U.S., as well as for change managers in Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Training Management Toolkit platform.

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 Management Toolkit, when you add a customization or a value-add service plan to your order. 

Add the “Value-Add Service – Premium” plan at the checkout. Let us know if you have any other questions.

Can I upgrade at any time? Can I add more products later on?

Answers: You can add products or upgrade at any time, but some products may need to scale together with this Training Management Toolkit. Check out our All-in-One Toolkit for more details.

How are future enhancements/changes handled for this Training Management Toolkit?

Answer: Future upgrades and changes to your Training Management Toolkit will be done periodically. Upgrades and future enhancements will always be free to customers.

Watch a Video Tutorial of This Training Tool

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Training Plan Template, Sample, Tool

Excellent ROI from the first month

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