Training Plan Checklist
Make a training plan checklist for a team rollout: what people need to learn, session design, scheduling, delivery and checking it worked, with owners.
- Free
- No sign-up to try
- Works as you type
5 stages, 20 steps
1. Needs
- Write what people must be able to do after the training
- Find out what they know now: a short survey, quiz or talk with managers
- Group learners by role and need
- Set the deadline and the budget
2. Design
- Choose formats: live sessions, self-paced, hands-on or shadowing
- Write or find the material for each session
- Name a trainer and an owner for each session
- Build practice exercises from real work
3. Schedule
- Book sessions around the team's busy periods
- Send invites that say what to prepare
- Book rooms, equipment or video links
- Plan catch-up sessions for people who miss one
4. Deliver
- Run the sessions and record attendance
- Record sessions or share the slides afterwards
- Collect questions to add to a guide or FAQ
- Note where people struggled
5. Check and follow up
- Check each person can do the task on real work
- Collect feedback on each session
- Offer refreshers or one-to-one help where needed
- Update the material and plan the next round
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Training Plan Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Needs
Know what people must be able to do, and what they know now.
- Write what people must be able to do after the training
- Find out what they know now: a short survey, quiz or talk with managers
- Group learners by role and need
- Set the deadline and the budget
2. Design
Each session has a format, material and an owner.
- Choose formats: live sessions, self-paced, hands-on or shadowing
- Write or find the material for each session
- Name a trainer and an owner for each session
- Build practice exercises from real work
3. Schedule
Sessions are booked and people know what to bring.
- Book sessions around the team's busy periods
- Send invites that say what to prepare
- Book rooms, equipment or video links
- Plan catch-up sessions for people who miss one
4. Deliver
Run the sessions and capture what comes up.
- Run the sessions and record attendance
- Record sessions or share the slides afterwards
- Collect questions to add to a guide or FAQ
- Note where people struggled
5. Check and follow up
Confirm people can do the work, not just that they attended.
- Check each person can do the task on real work
- Collect feedback on each session
- Offer refreshers or one-to-one help where needed
- Update the material and plan the next round
Who it's for
Who uses it
Team leads
Roll out a new tool or process with training that sticks.
L&D teams
Plan each programme from the same steps.
Operations managers
Train new staff consistently across sites.
Good to know
What to consider
- This is a checklist for planning and running the training, not the course material itself.
- Judge success by whether people can do the task, not by attendance.
Questions
About the Training Plan Checklist
Does it write the training content?
No. It's a step-by-step checklist for planning and running the training. For a course or training hub, use the course or training hub generators.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my checklistRelated
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