<Project Name>

TRAINING PLAN
Version <1.0>
<mm/dd/yyyy>
[Insert appropriate disclaimer(s)]
<Project Name>
VERSION HISTORY
[Provide information on how the development and distri!tion of the "rainin# Plan
"empalte will e controlled and trac$ed. %se the tale elow to provide the version
n!mer& the a!thor implementin# the version& the date of the version& the name of the
person approvin# the version& the date that partic!lar version was approved& and a rief
description of the reason for creatin# the revised version.]
Version
Number
Implemented
By
Revision
!te
Approved
By
Approv!l
!te
es"ription o#
$%!n&e
1.0 <'!thor name> <mm/dd/yy> <Pro(ect )ana#er
name>
<mm/dd/yy> <description of chan#e>
Training Plan Template (v1.0) Page 2 of 11
[Insert appropriate disclaimer(s)]
<Project Name>
Notes to the Author
["his doc!ment is a template of a "rainin# Plan doc!ment for a pro(ect. "he template incl!des
instr!ctions to the a!thor& oilerplate te*t& and fields that sho!ld e replaced with the val!es specific to
the pro(ect.
+l!e italici,ed te*t enclosed in s-!are rac$ets ([te*t]) provides instr!ctions to the doc!ment
a!thor& or descries the intent& ass!mptions and conte*t for content incl!ded in this doc!ment.
+l!e italici,ed te*t enclosed in an#le rac$ets (<te*t>) indicates a field that sho!ld e replaced
with information specific to a partic!lar pro(ect.
"e*t and tales in lac$ are provided as oilerplate e*amples of wordin# and formats that may e
!sed or modified as appropriate to a specific pro(ect. "hese are offered only as s!##estions to
assist in developin# pro(ect doc!ments. they are not mandatory formats.
When using this template, the following steps are recommended:
1. /eplace all te*t enclosed in an#le rac$ets (e.#.& <Pro(ect 0ame>) with the correct field
doc!ment val!es. "hese an#le rac$ets appear in oth the ody of the doc!ment and in headers
and footers. "o c!stomi,e fields in )icrosoft 1ord (which display a #ray ac$#ro!nd when
selected) select 2ile3>Properties3>4!mmary and fill in the appropriate fields within the 4!mmary
and 5!stom tas.
'fter clic$in# 67 to close the dialo# o*& !pdate all fields thro!#ho!t the doc!ment selectin#
8dit>4elect 'll (or 5trl3') and pressin# 29. 6r yo! can !pdate each field individ!ally y clic$in#
on it and pressin# 29.
"hese actions m!st e done separately for any fields contained with the doc!ment:s ;eader and
2ooter.
2. )odify oilerplate te*t as appropriate for the specific pro(ect.
3. "o add any new sections to the doc!ment& ens!re that the appropriate header and ody te*t
styles are maintained. 4tyles !sed for the 4ection ;eadin#s are ;eadin# 1& ;eadin# < and
;eadin# =. 4tyle !sed for oilerplate te*t is +ody "e*t.
4. "o !pdate the "ale of 5ontents& ri#ht3clic$ on it and select >%pdate field? and choose the option 3
>%pdate entire tale?.
5. +efore s!mission of the first draft of this doc!ment& delete this instr!ction section >0otes to the
'!thor? and all instr!ctions to the a!thor thro!#ho!t the entire doc!ment.
Training Plan Template (v1.0) Page 3 of 11
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<Project Name>
T!ble o# $ontents
'() Introdu"tion((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((*
1.1 BACKGR!"# A"# $CP%.................................................................................&
1.2 P'"T$ ( C"TACT.........................................................................................&
1.3 #C!)%"T RGA"'*AT'"................................................................................ &
1.+ $%C!R'T, A"# T-% PR'VAC, ACT.......................................................................&
1.& G.$$AR,........................................................................................................ &
+() Instru"tion!l An!lysis(((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((,
2.1 "%%#$ A"# $K'..$ A"A.,$'$............................................................................./
2.2 #%V%.P)%"T APPRAC-................................................................................./
2.3 '$$!%$ A"# R%C))%"#AT'"$......................................................................../
-() Instru"tion!l .et%ods(((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((,
3.1 TRA'"'"G )%T-#.G,................................................................................../
3.2 TRA'"'"G #ATABA$%........................................................................................../
3.3 T%$T'"G A"# %VA.!AT'"................................................................................. /
/() Tr!inin& Resour"es(((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((0
+.1 C!R$% A#)'"'$TRAT'"..................................................................................0
+.2 R%$!RC%$ A"# (AC'.'T'%$..............................................................................0
+.3 $C-%#!.%$...................................................................................................... 0
+.+ (!T!R% TRA'"'"G............................................................................................. 0
*() Tr!inin& .!teri!ls List(((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((0
&.1 P!RP$% A"# $CP%....................................................................................... 0
&.2 TRA'"'"G )AT%R'A.$ .'$T.................................................................................0
,() Tr!inin& $urri"ulum(((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((1
APPENI2 A3 Tr!inin& Pl!n Approv!l(((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((4
APPENI2 B3 RE5EREN$ES((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((')
APPENI2 $3 6EY TER.S((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((((''
Training Plan Template (v1.0) Page + of 11
[Insert appropriate disclaimer(s)]
<Project Name>
'() Introdu"tion
["his section of the "rainin# Plan provides a mana#ement s!mmary of the entire plan. "here is no need
to provide information in this section if the descriptions provided in the s!se-!ent sections are
s!fficient.]
'(' B!"7&round !nd S"ope
["his s!section of the "rainin# Plan provides a rief description of the pro(ect from a mana#ement
perspective. It identifies the system& its p!rpose& and its intended !sers. "his s!section also provides a
hi#h3level s!mmary of the "rainin# Plan and its scope.]
1.< Points of 5ontact
["his s!section of the "rainin# Plan provides the or#ani,ation name (code) and title of $ey points of
contact for system development. It incl!des s!ch points of contact as the Pro(ect )ana#er& Pro#ram
)ana#er& @' )ana#er& 4ec!rity )ana#er& "rainin# )ana#er/5oordinator& and "rainin# representative& as
appropriate.]
['dd additional lines as needed. If the applicale team memers are listed in the Pro(ect )ana#ement
Plan& reference the appropriate section within this doc!ment.]
Role N!me $ont!"t Number
B1siness $ponsor
Program )anager
Pro2e3t )anager
4A )anager
Config1ration )anager
Center '$$
Training )anager5Coor6inator
Training Representatives
1.= Aoc!ment 6r#ani,ation
["his s!section of the "rainin# Plan descries the doc!ment:s or#ani,ation.]
1.B 4ec!rity and the Privacy 'ct
["his s!section of the "rainin# Plan& if applicale& provides a rief disc!ssion of the systemCs sec!rity
controls and the need for sec!rity and protection of sensitive data. If the system handles sensitive or
Privacy 'ct information& information sho!ld e incl!ded ao!t laelin# system o!tp!ts as sensitive or
Privacy 'ct3related. In addition& if the Privacy 'ct protects the system& incl!de a notification of the Privacy
'ctCs civil and criminal penalties for !na!thori,ed !se and disclos!re of system data.]
1.D Elossary
["his s!section of the "rainin# Plan contains a #lossary of all terms and areviations !sed in the plan.
If it is several pa#es in len#th& it may e placed as an appendi*. ' reference can e made to the 6PAIF
specific #lossaries.]
Training Plan Template (v1.0) Page & of 11
[Insert appropriate disclaimer(s)]
<Project Name>
2.0 'nstr13tional Anal7sis
<.1 0eeds and 4$ills 'nalysis
["his s!section of the "rainin# Plan descries the tar#et a!diences for co!rses to e developed. "ar#et
a!diences may incl!de technical professionals& !ser professionals& data entry cler$s& clerical staff
memers& 'AP and non3'AP mana#ers& and e*ec!tives. Aescried the tas$s that m!st e ta!#ht to meet
o(ectives s!ccessf!lly and the s$ills that m!st e learned to accomplish those tas$s. ' matri* may e
!sed to provide this information. 'lso in this s!section& the trainin# needs for each tar#et a!dience are
disc!ssed. If appropriate& this s!section sho!ld disc!ss needs and co!rses in terms of staff location
#ro!pin#s& s!ch head-!arters and field offices.]
<.< Aevelopment 'pproach
["his s!section of the "rainin# Plan disc!sses the approach !sed to develop the co!rse c!rric!l!m and
to ens!re -!ality3trainin# prod!cts. "his description incl!des the methodolo#y !sed to analy,e trainin#
re-!irements in terms of performance o(ectives and to develop co!rse o(ectives that ens!re
appropriate instr!ction for each tar#et #ro!p. "he topics or s!(ects on which the trainin# m!st e
cond!cted sho!ld e listed or identified.]
<.= Iss!es and /ecommendations
["his s!section of the "rainin# Plan incl!des any c!rrent and foreseeale iss!es s!rro!ndin# trainin#.
/ecommendations for resolvin# each iss!e and constraints and limitations sho!ld also e listed. /eview
and !pdate the /is$ )ana#ement Plan with any new ris$ information !ncovered d!rin# the development
of this plan.]
3.0 'nstr13tional )et8o6s
=.1 "rainin# )ethodolo#y
["his s!section of the "rainin# Plan descries the trainin# methods to e !sed in the proposed co!rses.
these methods sho!ld relate to the needs and s$ills identified in 4ection <.=& 0eeds and 4$ills 'nalysis&
and sho!ld ta$e into acco!nt s!ch factors as co!rse o(ectives& the tar#et a!dience for a partic!lar
co!rse& media characteristics& trainin# criteria& and costs. "he materials for the chosen trainin# approach&
s!ch as co!rse o!tlines& a!diovis!al aids& instr!ctor and st!dent #!ides& st!dent wor$oo$s&
e*aminations& and reference man!als sho!ld e listed or disc!ssed in this s!section. 4ample formats of
materials can e incl!ded in an appendi*& if desired.]
=.< "rainin# Aataase
["his s!section of the "rainin# Plan& if applicale& identifies and disc!sses the trainin# dataase and
how it will e !sed d!rin# comp!ter systems trainin#. It disc!sses the sim!lated prod!ction data related
to vario!s trainin# scenarios and cases developed for instr!ctional p!rposes. "his s!section also
e*plains how the trainin# dataase will e developed. If this s!section is not applicale to the system
involved& indicate G0ot applicale.G]
=.= "estin# and 8val!ation
["his s!section of the "rainin# Plan descries methods !sed to estalish and maintain -!ality ass!rance
over the c!rric!l!m development process. "his description sho!ld incl!de methods !sed to test and
eval!ate trainin# effectiveness& eval!ate st!dent pro#ress and performance& and apply feedac$ to
modify or enhance the co!rse materials and str!ct!re.
6ne so!rce of feedac$ co!ld e a co!rse3 or mod!le3specific co!rse or instr!ctor eval!ation form. "his
form sho!ld #ather trainee reactions on the followin# topicsH scope and relevance of co!rse or mod!le&
appropriateness of o(ectives& !sef!lness of assi#nments and materials& effectiveness of co!rse trainin#
materials& stron#er and wea$er feat!res of the co!rse& ade-!acy of the facilities& timin# or len#th of the
co!rse or mod!le& effectiveness of the instr!ctor(s)& and participant s!##estions and comments.]
Training Plan Template (v1.0) Page / of 11
[Insert appropriate disclaimer(s)]
<Project Name>
+.0 Training Reso1r3es
B.1 5o!rse 'dministration
["his s!section of the "rainin# Plan descries the methods !sed to administer the trainin# pro#ram&
incl!din# proced!res for class enrollment& st!dent release& reportin# of academic pro#ress& co!rse
completion and certification& monitorin# of the trainin# pro#ram& trainin# records mana#ement& and
sec!rity& as re-!ired.]
B.< /eso!rces and 2acilities
["his s!section of the "rainin# Plan descries the reso!rces re-!ired y oth instr!ctors and st!dents
for the trainin#& incl!din# classroom& trainin#& and laoratory facilities. e-!ipment s!ch as an overhead
pro(ector& pro(ection screen& flipchart or vis!al aids panel with mar$ers& and comp!ter and printer
wor$stations. and materials s!ch as memo pads and pencils& dis$ettes& view#raphs& and slides.
Information contained in this s!section can e #eneric in nat!re and can apply to all co!rses. 4pecific
co!rse information and special needs may e itemi,ed here as well or& if many different co!rses are
involved& in 4ection D& "rainin# 5!rric!l!m.]
B.= 4ched!les
["his s!section of the "rainin# Plan presents a sched!le for implementin# the trainin# strate#y and
indicatin# responsile parties. Incl!de $ey tas$s to e completed& s!ch as when to set !p trainin# facilities
and sched!le participants. other activities essential to trainin#. and dates on which those tas$s and
activities m!st e finished. "his s!section provides an overview of tas$s. deliverales& s!ch as approach
and eval!ation forms. sched!led vers!s act!al milestones. and estimated efforts& s!ch as the wor$ plan.
In the final version of the 4oftware "rainin# Plan& act!al co!rse sched!les y location sho!ld e
incl!ded.]
B.B 2!t!re "rainin#
["his s!section of the 4oftware "rainin# Plan disc!sses sched!led trainin# modifications and
improvements. "his information can incl!de periodic !pdatin# of co!rse contents& planned modifications
to trainin# environments& retrainin# of employees& and other predicted chan#es. Indicate proced!res for
re-!estin# and developin# additional trainin#.]
&.0 Training )aterials .ist
*(' Purpose !nd S"ope
T8e p1rpose of t8is 6o31ment is to assist t8e pro2e3t manager an6 pro2e3t team in managing t8e training
materials pro613e6 97 t8e pro2e3t as part of t8e :Pro2e3t Release "ame;. Training materials 3an in3l16e<
seminars= presentations= >or?9oo?s= self@st167 t1torials= et3.= asso3iate6 >it8 a soft>are version release.
T8e Training Plan Template= lo3ate6 in t8e :P#'V #o31ment Repositor7;= provi6es t8e frame>or? for
6etermining 8o> t8e training materials >ill 9e i6entifie6= 6evelope6= an6 6elivere6. T8is s8o1l6 9e a
AlivingB 6o31ment t8at is 1p6ate6 freC1entl7 to refle3t ne> or 38anging training material information.
Alt8o1g8 9ot8 t8e Training Plan an6 Training )aterial templates 3an 9e 1se6 97 pro2e3ts of an7 siDe= t8e7
are inten6e6 to 9e 1se6 mainl7 97 t8e larger= more 3ompleE= an6 more 3riti3al pro2e3ts.
*(+ Tr!inin& .!teri!ls List
[Pop!late the tale elow with the applicale information when the trainin# material is ein# developed or
delivered. 'dd or remove any col!mns as necessary.]
%Eplanation of t8e ta9le fiel6s<
#o31ment "ame< Provi6e t8e name of t8e 6o31ment
Version "1m9er< Provi6e t8e version of t8e 6o31ment 9eing 6istri91te6 (t8is information ma7
alrea67 9e in t8e #o31ment "ame)
Training Plan Template (v1.0) Page 0 of 11
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<Project Name>
#o31ment (ormat< Provi6e t8e format t8e 6o31ment is save6 or 6elivere6 as. T8is 3o1l6 9e
a<
o For6 #o31ment
o Po>erPoint Presentation
o Comp1ter Base6 Training (CBT) Appli3ation
o %t3.
#ate #elivere6< Provi6e t8e 6ate t8e training >as provi6e6 or t8e 6o31ments >ere
6istri91te6.
'nten6e6 A16ien3e< '6entif7 t8e target gro1p t8at t8e 6o31ment >as 3reate6 for. T8is 3o1l6
in3l16e<
o %Ee31tive management
o General !sers
o Po>er or $1per !sers
o Te38ni3al $1pport $taff
$torage .o3ation< '6entif7 t8e lo3ation t8e master 6o31ments are store6. (or ele3troni3
6o31ments= provi6e t8e net>or? lo3ation. (or printe6 6o31ments= provi6e a p87si3al lo3ation.
So#t8!re Tr!inin& .!teri!ls List #or 9Pro:e"t or Rele!se N!me;
o"ument
N!me
Version
Number
o"ument
5orm!t
!te
elivered
Intended
Audien"e
Stor!&e
Lo"!tion
/.0 Training C1rri31l1m
["his section of the "rainin# Plan provides descriptions of the components that ma$e !p each co!rse. If a
lar#e n!mer of co!rses or mod!les are descried& place these descriptions in an appendi*. 4!sections
of this section& if any& sho!ld e created for each co!rse.
8ach co!rse may comprise one or more mod!les. ' co!rse description sho!ld e developed for each
mod!le. 't a minim!m& each co!rse description sho!ld incl!de the co!rse/mod!le name. the len#th of
time the co!rse/mod!le will ta$e. the e*pected class si,e (minim!m& ma*im!m& optimal). the tar#et
a!dience. co!rse o(ectives. mod!le content/sylla!s. specific trainin# reso!rces re-!ired& s!ch as
devices& aids& e-!ipment& materials& and media to e !sed. and any special st!dent prere-!isites. "he
co!rse description co!ld also incl!de information on instr!ctor3to3st!dent ratio& total n!mer of st!dents
to e trained& estimated n!mer of classes& location of classes& and testin# methods.
Incl!de an e*planation to the followin# -!estionsH
'fter the trainin# is completed& what will happen to the trainin# co!rse materials& st!dent
information and other materialsI
1ho will own& mana#e and maintain the trainin# materials in the f!t!reI
;ow will trainin# materials e !sed in the f!t!re to train new staffI
;ow will trainin# materials e !sed in the f!t!re for refresher trainin#I]
Training Plan Template (v1.0) Page G of 11
[Insert appropriate disclaimer(s)]
<Project Name>
APPENI2 A3 Tr!inin& Pl!n Approv!l
T8e 1n6ersigne6 a3?no>le6ge t8at t8e7 8ave revie>e6 t8e <Project Name> Tr!inin&
Pl!n an6 agree >it8 t8e information presente6 >it8in t8is 6o31ment. C8anges to t8is
Tr!inin& Pl!n >ill 9e 3oor6inate6 >it8= an6 approve6 97= t8e 1n6ersigne6= or t8eir
6esignate6 representatives.
$ignat1re< #ate<
Print "ame<
Title<
Role< Pro2e3t )anager
Training Plan Template (v1.0) Page H of 11
[Insert appropriate disclaimer(s)]
<Project Name>
APPENI2 B3 RE5EREN$ES
[Insert the name& version n!mer& description& and physical location of any
doc!ments referenced in this doc!ment. 'dd rows to the tale as necessary.]
"he followin# tale s!mmari,es the doc!ments referenced in this doc!ment.
o"ument N!me es"ription Lo"!tion
<Aoc!ment 0ame and
Fersion 0!mer>
<Aoc!ment description> <%/J to e/oom where doc!ment is
located>
Training Plan Template (v1.0) Page 10 of 11
[Insert appropriate disclaimer(s)]
<Project Name>
APPENI2 $3 6EY TER.S
T8e follo>ing ta9le provi6es 6efinitions an6 eEplanations for terms an6 a3ron7ms relevant to t8e
3ontent presente6 >it8in t8is 6o31ment.
Term e#inition
[Insert "erm] <Provide definition of term and acronyms !sed in this doc!ment.>
Training Plan Template (v1.0) Page 11 of 11
[Insert appropriate disclaimer(s)]