Sample Planning Form



A strategic plan form is a template that helps an organization explain their plan to meet their corporate goals. This form is important regardless of whether you plan to seek out a business loan or investments. Strategic planning involves listing a mission statement as well as clearly documenting business goals. This planning calendar can be used to print a 2-page, 12-month calendar with space below each day to write brief notes. Family Planner A printable weekly family planner template for appointments and meals with lists for to dos, chores, and shopping.

Download these Training Plan templates to outline the steps required to design, develop and deliver a training program. The templates, checklists and forms will help you prepare the objectives, needs, strategy, and curriculum to be addressed when training users on a new or enhanced IT system.

This Training Plan Template kit includes a 20 page MS Word template, 14 MS Word/Excel forms, as well as checklists, questionnaires, and spreadsheets to help you capture the scope, requirements, evaluation, delivery method, strategy, dependencies, constraints, limitations, schedule, resources, and training materials.

MS Word Template: Blue Theme

Sample Event Planning Form

MS Word Template: Red Theme

Training Plan – Stakeholder approval and signoffs

Table of Contents

Document History, i.e. capture when changes are made to training plan

Introduction, background, and scope

Training requirements, i.e. what you need to prepare for the course

Instructional Analysis, i.e. outline the trainee’s requirements, their needs,
issues and recommendations

Objectives for each person undertaking the training course

Prepare a training schedule for the duration of the course

Training Plan: Sample Documents

Evaluation Form

Training Plan Template: Sample Excel Documents

Training Program Spreadsheet

Training Plan Template: Table of Contents

The Training Plan template (20 pages MS Word) contains the following sections:

1 Introduction

1.1 Background

1.2 Scope

1.3 Objectives

1.4 Assumptions

1.5 References

2 Training Requirements

2.1 Audience

2.2 Roles and Responsibilities

2.3 Training Evaluation

2.4 Delivery Method

2.5 Materials

2.6 Duration

2.7 Size

2.8 Facilities

2.9 Instructor Evaluation

2.10 Updates

2.11 Staffing

3. Training Strategy

3.1 Training Sources

3.2 Pilot Training

3.3 Dependencies / Constraints / Limitations

4. Training Schedule

4.1 Training Program Activities

4.2 Foundation / Pre-requisite Activities

5. Training Resources

6. Training Environment

6.1 Software Requirements

6.2 Hardware / Network Requirements

6.3 Trainer Requirements

7. Training Materials

7.1 Updating Training Materials

8. Training Security

8.1 Access to Training Material

8.2 Access to Training Environment

Training Plan Template: Content & Format

The templates included in this pack are in Microsoft Word and Microsoft Excel format. You can download all templates online for only $9.99.

The template pack includes the following documents:

Training Plan Template (Color)20 pages x MS Word
Training Plan Template (Standard)20 pages x MS Word
Training Plan Template (Word 2007)20 pages x MS Word
Training Plan Template (Word 97-2003)20 pages x MS Word
MS Word Training Forms: 1. Estimated Training Time

2. Instructor Evaluation Form

3. Needs Assessment Questionnaire

4. Trainee Assessment Form

5. Trainee Requirements

6. Training Course Evaluation Form

7. Training Curriculum

7 Forms x MS Word
MS Excel Training Spreadsheets:1.
Training Curriculum2. Training Program3. Training Assessment4. Training Budget5. Training Request6. Training Record7. Training Action Log
7 s/sheets x MS Excel

Product Specifications

File Format: The templates are in Microsoft Word (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click File, Save As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

60-day Money-Back Guarantee

Secure Online Order Form

Planning Forms Printable

FAQs

  • How does the order process work?

Who are your Customers?

Sample Planning Form

Here is a sample list of our customers.

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

Form

How do I get my templates?

Sample

After you make the payment, you are sent an email. This has a link to a DownloadPage from where you can save the templates,

Where are my templates?

By default, when you download the files, they are saved to the Download folder on your computer.

What is the refund policy?

We offer a 60 days refund policy.

I have not received my product. Who do I contact?

Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.

Help! I’ve accidentally deleted my templates!

Just drop us a line with the order number. We’ll send it out.

Why does my file say it’s corrupt?

If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.

How Do I Buy the Templates?

This page explains the order process.

It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template.

How do I Download the Templates?

After you buy the order, you’ll get an email with a link to download the templates.

If you have any problem downloading the templates, send me the order number and I will get back to you.

Please allow 12 hours for a response as our time zone may be different than yours.

How do I Pay with my Credit Card (Instead of PayPal)

This page explains how to buy templates using your credit card instead of PayPal.

Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.

Read How to Pay with Your Credit Card (Instead of PayPal) here.

How Can I Contact You?

You can contact me at:

  • Email: ivan at klariti.com / info at klariti.com / ivanawalsh at gmail.com
  • Tel: 00.353.860.886.349
  • Facebook / Twitter

As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.

Regards,

Ivan Walsh

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