Employee training plan

Plan the training each person needs, confirm competence by a check and schedule the refresher.

What you can download

Available files: PDF. Each PDF includes the blank form first, a fictional completed example and instructions. The download is free; enter your email to receive a secure link valid for seven days. Product-news consent is optional.

Completed manufacturing example

A machining cell plans three months of training from its skills matrix. A setter moves from supervised to independent press-brake set-up through four supervised set-ups and an observed assessment. An operator learns the plug-gauge hole check from a one-point lesson and passes a ten-part gauge test. A new starter completes induction and lockout awareness in a classroom session with a quiz and walk-through.

One forklift refresher is still pending, so the plan records what happens if it is not completed in time. A second page shows the coverage gaps the plan closes: press-brake set-up goes from one qualified person per shift to two, and the gauge check from two to three.

When to use this template

Use it when a skills matrix shows gaps, when new starters join or when a process change needs people retrained. Attendance is not competence, so the plan records how each person was checked before sign-off. It is a planning record and does not replace statutory training, licences or site authorisation for safety-critical tasks.

Record who is qualified on the operator skills matrix, teach single steps with a one-point lesson and keep safety training evidence on the safety training record.

In Bulk, the Versatility Matrix shows each person’s level for every training program, expiry dates are set from each program’s validity, and alerts go out before training expires. Explore Bulk training and start a free trial to run it live, no card needed.