Manage your training program design, development and delivery through all phases of
your project with this comprehensive set of tools, templates and guides. This pack will
save you valuable time and will get you up and running as quickly and easily as possible.
The pack includes a comprehensive User Guide, instructions for each template and BONUS
project measuring and reporting tool. The 12 fully customizable templates cover the
following project areas:
· developing clearly understood business objectives
· clarifying and agreeing stakeholder requirements
· compiling a stakeholder communication plan
· developing a project plan
· producing a high-level program design
· documenting learning outcomes
· creating a participants’ training manual
· constructing session plans
· planning the training schedule
· evaluating and reporting project performance
Templates and Guides included in this pack are:
Plan
1. Training Project Definition Template and Guide
2. Training Project Plan Template and Guide
3. Program Communication Plan Template
Analyze
4. Training Needs Analysis Template and Guide
5. Training Needs Analysis Worksheet
Design
6. Training Program Design Template and Guide
Develop
7. Learning Outcomes Template
8. Training Manual Template
9. Training Session Plan Template
Implement
10. Training Schedule Spreadsheet
Evaluate
11. Project Scorecard
12. Post-implementation Review Form
Format: MS Word and MS Excel
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Templates/Guide |
Purpose |
Description |
Plan
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Training Project Definition Template and Guide
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Template for
producing and documenting a project definition Guide for producing and documenting a
project definition |
Successful
projects begin with a succinct definition of what the project is about - a definition that
all major stakeholders can agree with. This template will help you clarify and agree the
project's objectives, basic approach, what is within and out of scope, project
deliverables, roles, resources, risks and milestones. Your project is then ready for
handover to the Project Manager for a flying start. The Template and Guide are packaged as
two separate files. (MS Word) |
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Training Project Plan Template and Guide
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Template for producing and documenting a training
program project plan Guide for producing and documenting a training program project
plan |
This training project plan template will guide you
through all of the important aspects of managing a successful training project. Project
dimensions covered include objectives, scope, stakeholder analysis, risk, issues and
change control, resource needs, communication plan, program summary, milestones, schedule
and budget. The Template and Guide are packaged as two separate files. (MS Word) |
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Analyze
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Training
Needs Analysis Template and Guide
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Template for
conducting and documenting a formal training needs analysis Guide for conducting and
documenting a formal training needs analysis |
Make sure
the training you design or buy in satisfies the organization’s real needs by using
this TNA template. Analysis sections include scope, objectives, stakeholders, target
participants, task analysis, constraints, learning transfer and selection criteria. The
Template and Guide are packaged as two separate files. (MS Word) |
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Training Needs Analysis Worksheet
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Interview worksheet for guiding and recording
training needs interviews |
This TNA worksheet will assist you plan and
conduct interviews during your training needs analysis. Improve your credibility and
effectiveness by asking all the right questions of managers, program sponsors and
employees. The interview structure includes questions on reasons for request, objectives,
participant profile and task analysis. (MS Word) |
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Design
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Training
Program Design Template and Guide
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Template for
producing and documenting a training program high-level design Guide for producing and
documenting a training program high-level design |
Ensure that
training program development does not go off the rails with this training program design
template. Using a structured approach, you will be guided through all of the important
considerations for effective program design. Sections include scope, purpose, resource
requirements, design parameters, implementation requirements and selection criteria. The
Template and Guide are packaged as two separate files. (MS Word) |
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Develop
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Training Transfer Checklist - Organizational
Unit Program
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Checklist for planning and tracking group training
transfer activities |
Project Managers, managers and training
professionals use this form to plan and track training transfer activities where a number
of training participants have been selected as part of an organizational unit improvement
or change program. Setting in place a training transfer strategy that co-ordinates the
efforts of managers, supervisors, instructional designers and trainers will greatly
improve the chances that training participants are supported and encouraged to use the new
skills in their job. (MS Word) |
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Learning
Outcomes Template
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Template for
developing and documenting learning outcomes |
Writing
effective learning outcomes is a necessary precursor to developing a relevant and focused
training program. This template will help you in developing terminal and enabling
objectives for your program that are focused on participants' workplace performance. Use
this template in conjunction with the guide Writing Learning Outcomes - A Practical Guide
and Workbook. (MS Word) |
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Implement
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Training Schedule Spreadsheet
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Spreadsheet for managing a training course
schedule |
The Training Schedule spreadsheet will allow you
to manage effectively your organization's training schedule for each course. Initially,
use the nominations list to work with managers, supervisors, training consultants and
subject matter experts to identify course nominees. Then use the schedule to keep track of
attendance, reschedules and withdrawals. The sheet provides four summary reports on
nominations, class composition and attendance status. Each report is updated automatically
and the sheet can be expanded easily to accommodate any number of participants per class
and any number of classes. Full instructions are included. (MS Excel) |
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Evaluate
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Project Scorecard
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Spreadsheet
for monitoring and reporting project performance |
Use the
Project Scorecard during and at the conclusion of your project to monitor and report
project performance. The Scorecard calculates and reports performance in five key result
areas: cost, delivery, effort, scope and team satisfaction. Simply enter your project's
approved/planned outcomes and tolerance levels and the Scorecard calculates automatically
variances from approved/planned amounts and displays a Met/Not Met indicator for each key
result area. For ease of reporting, the results are displayed visually on a single page
summary Scorecard sheet. The sheet is packaged with complete instructions for use and can
be customized to your requirements. (MS Excel) |
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Post-implementation Review Form
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Project team member questionnaire for evaluating
team satisfaction |
How successful was your project and how can you
improve further the performance of your next project? Encourage you and your project team
to reflect on team performance and to uncover valuable learnings for the future with this
comprehensive team member questionnaire. Important areas covered include team ownership,
project management, resourcing and support, clarity of project roles, communication and
professional growth. (MS Word) |
Why waste time developing documents from scratch when you can be
up and running quickly and easily with these inexpensive Microsoft Word and Microsoft
Excel templates? 
