Training and development plan template
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How to sucessfully execute it
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A practical example of its use
Our Training and Development Plan template helps you create effective strategies to enhance employee skills and foster professional growth.
If you need a training plan to track and monitor progress toward a training and development goal, use this model template.
5 mins
Get a value bundle that includes our Training and development plan template
What is a Training and development plan?
A training and development plan outlines strategies and activities to enhance employee skills, knowledge, and competencies, improving performance and job satisfaction.
It identifies essential skills, assesses employee training needs, selects appropriate methods, sets measurable goals, and allocates resources.
As and when required, or as part of a post-appraisal process
The Employer (you) to the Employee
Great Britain & NI (United Kingdom), Worldwide
What steps should I take to ensure the effective, compliant execution of this template?
| Step | Description | Responsibility | Timing |
| 1 | Identify Organisational Goals | HR/Management Team | Start of planning process |
| 2 | Assess Training Needs | HR/Training Department | During employee evaluation and performance reviews |
| 3 | Develop Training Plan | HR/Training Department | After assessing needs, within specified timeframe |
| 4 | Review and Approve Plan | HR/Management Team | Prior to implementation |
| 5 | Issue Training and Development Plan | HR/Management Team | After approval, before training commences |
What legislation or best practices underpin this template / should I be aware of?
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Equality Act 2010: Ensures equal opportunities for training and development regardless of protected characteristics.
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Health and Safety at Work Act 1974: Requires employers to provide necessary training to ensure employees' health and safety.
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Employment Rights Act 1996: Establishes the right to request time off for training.
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Apprenticeships, Skills, Children and Learning Act 2009: Supports employer investment in employee training through apprenticeship schemes.
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Education and Skills Act 2008: Promotes the development of skills and lifelong learning opportunities for employees.
Refer to your local employment legislation / labor laws to support the execution of the template. Review the wording for local accuracy.
Training and development plan
| Trainee name: | |
| Department: | |
| Line manager: | |
| Job title: |
| Skill | Training required | Planned completion date | Resources required | Method | Progress | Date completed | Approved |
What communication / process sequence is this part of?
Performance appraisal form template
A regular performance appraisal or performance development review is important to keep track on the employee in terms of their performance against objectives or other standards, and to maintain their development.
How might this be used in practice?
Scenario: Training and Development Plan for Sales Team at ABC Limited
ABC Limited, a leading retail company, recognises the importance of investing in the continuous development of its sales team to enhance performance and drive business growth. HR Manager Sarah takes the lead in designing and implementing a comprehensive training and development plan tailored to the specific needs and goals of the sales team.
Needs Assessment
Sarah begins by conducting a thorough needs assessment to identify the skills gaps, challenges, and development opportunities within the sales team. She gathers feedback from sales managers, team leaders, and individual sales representatives through surveys, interviews, and performance evaluations.
Key Findings
Based on the needs assessment, Sarah identifies several key findings:
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Product Knowledge: Some sales representatives lack comprehensive knowledge of ABC Limited's products and services, affecting their ability to effectively communicate value propositions to customers.
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Sales Techniques: While the sales team demonstrates proficiency in basic sales techniques, there is a need to enhance skills in consultative selling, objection handling, and closing strategies to drive higher conversion rates.
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Technology Adoption: The sales team would benefit from training on the use of sales enablement tools, CRM software, and digital marketing platforms to streamline processes and improve efficiency.
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Customer Service: Improving customer service skills and enhancing the customer experience is essential for building long-term relationships and fostering customer loyalty.
Training and Development Plan
Based on the needs assessment findings, Sarah develops a comprehensive training and development plan that includes the following components:
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Product Training Workshops: Conduct interactive workshops and product demonstrations led by subject matter experts to deepen the sales team's understanding of ABC Limited's products and services.
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Sales Skills Training: Provide targeted training sessions on advanced sales techniques, such as consultative selling, negotiation skills, and relationship building, delivered through a combination of in-person workshops and online modules.
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Technology Training: Offer hands-on training sessions on the use of sales enablement tools, CRM software, and digital marketing platforms, supplemented by user guides and video tutorials for ongoing support.
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Customer Service Excellence: Deliver customer service training workshops focused on active listening, empathy, problem-solving, and effective communication skills to enhance the sales team's ability to deliver exceptional service.
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Role-Play Exercises: Facilitate role-play exercises and simulated sales scenarios to provide practical experience and opportunities for skill application in a supportive environment.
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One-on-One Coaching: Offer personalised coaching sessions with sales managers and mentors to provide individualised feedback, support skill development, and track progress over time.
Implementation and Evaluation
Sarah works closely with sales managers and team leaders to roll out the training and development plan, scheduling sessions, allocating resources, and tracking participation and engagement. Throughout the implementation process, she collects feedback from participants, monitors training effectiveness, and makes adjustments as needed to ensure the plan's success.
Why buy our Training and development plan template?
- It's easily editable and implementable, saving you time and money
- It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
- You will maintain compliance with ACAS guidelines, legislation, and industry best practices
- Email notifications for any updates made to this template or its accompanying materials
- 12 months of unrestricted access without any additional costs (any update in that period is free to you)
- A 25% discount on all library, toolkit, and template purchases/renewals
