Training Plan Template (DOCX)  

Purpose of Training Plan

The training plan sets the standards for how and when training on the project/program takes place.  Based upon understood stakeholder needs, the training plan identifies training objectives for the project/program, strategy for training and schedule for training initiatives.  An effective training plan introduces consistency to training and assists in ensuring stakeholders receive the training they need when they need it.  The training plan must give the different audiences what they want.

A training plan is a living document that is created while the project/program is in planning.  It will be monitored (along with the stakeholder register and communication plan) and executed during project/program planning, execution, and closure.

Training Plan Participants and Approvers

One of the most important sources of input is the stakeholder register, since it identifies stakeholder interests and impacts pertaining to the project/program.  This should help you identify who needs to be trained.  Input into the training plan may also come from other project documentation, feedback from the sponsor and/or project owner, or conversations with specific stakeholders about their training needs and preferences. 

The author is the Project Manager, Program Manager, or the author may also be a subject matter expert who specializes in training or the subject of training.   There should be agreement with the sponsor and project owner.

Instructions

  1. Review project information by reading documentation (stakeholder register, charter, project management plan), and discuss with the sponsor, project owner, and stakeholders.
  2. Create the training plan.  The green italic text contains instructions for filling out the template and can be removed for the final version of the document.
  3. Review with applicable stakeholders, project team, sponsor, and project owner for accuracy and completeness.

Next Steps

Execute the training plan, and modify as required until project/program is closed.