Project Toolkit

Training Plan

Training Plan

Planning how training will be developed and delivered to users.

Training Plan

The training plan defines how training will be developed, scheduled, and delivered to prepare users for the new solution.

Purpose

A training plan ensures:

  • Training is ready when needed
  • Resources are allocated appropriately
  • All audiences are covered
  • Delivery is coordinated with go-live
  • Success can be measured

Training Plan Components

Component Description
Objectives What training will achieve
Audiences Who will be trained
Content What will be covered
Methods How training will be delivered
Schedule When training will occur
Resources Who will deliver, what’s needed
Evaluation How success will be measured

Training Development Process

flowchart LR A[Needs
Analysis] --> B[Design
Training] B --> C[Develop
Materials] C --> D[Pilot
Test] D --> E[Refine] E --> F[Deliver] classDef blue fill:#108BB9,stroke:none,color:#fff class A,B,C,D,E,F blue

Training Delivery Methods

Method Best For Pros Cons
Classroom Complex topics, discussion Interactive, questions Scheduling, travel
Virtual classroom Remote audiences Flexible location Less engagement
E-learning Large audiences, basics Self-paced, scalable Less interactive
On-the-job Practical skills Real context Impacts productivity
Coaching Individual development Personalised Resource intensive

Training Schedule Considerations

Factor Consideration
Go-live date Training must complete before
Audience availability When can people attend?
Trainer availability Who delivers when?
Venue/platform Where will training occur?
Dependencies System access, materials ready?
Retention Not too early before go-live

Timing Best Practice

  • Complete training 1-2 weeks before go-live
  • Too early = skills forgotten
  • Too late = not ready for go-live

Training Materials

Material Purpose
Presentations Instructor-led content
User guides Reference documentation
Quick reference cards Key tasks at a glance
Job aids Step-by-step instructions
Videos Demonstrations, walkthroughs
Practice exercises Hands-on learning
Assessments Verify understanding

Resource Requirements

Resource Considerations
Trainers Internal or external?
Subject matter experts Content validation
Training environment System access for practice
Venues Rooms, equipment
Materials Printing, distribution
Budget Development and delivery costs

Training Schedule Template

Session Audience Method Date Duration Trainer
System Overview All users Virtual Week 1 2 hours Internal
Core Processes Finance Classroom Week 2 1 day External
Advanced Features Power users Classroom Week 3 0.5 day Internal
Support Training IT team On-the-job Week 3 2 days Vendor

Pilot Training

Before full rollout:

  • Test with small group
  • Gather feedback
  • Identify issues
  • Refine materials
  • Adjust timing

Training Plan Checklist

  • Training needs identified?
  • Audiences defined?
  • Learning objectives set?
  • Delivery methods chosen?
  • Materials developed?
  • Schedule created?
  • Trainers assigned?
  • Venues/platforms booked?
  • Pilot planned?
  • Evaluation approach defined?
Last updated: 13 January 2026
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People

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