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Template/Guide
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Purpose
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Description
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Before Training
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Employee Performance Diagnostic Tool
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Flow chart and guide for diagnosing employee performance shortfalls
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Ever had participants on a training course that should not have been there? This employee performance diagnostic chart will help you and your managers and supervisors identify when training is the appropriate solution. If training is not the right approach, the source of the employee performance shortfall is quickly identified. The flow chart and one page guide is easy for all to use and will serve as a constant wall chart reference in managing employee performance. (Adobe Acrobat)
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Training and Development Plan Form
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Form that documents employee training and development plan
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Managers and supervisors use this form to document an agreed employee training and development plan. A well-constructed plan that involves the employee and is acted upon serves to focus learning activities in areas of greatest need and improves employee commitment and motivation. This form encourages plan implementation through helping articulate specific actions and outcomes, resource requirements and time frames. (MS Word)
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Training Needs Analysis Worksheet
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Interview worksheet for guiding and recording training needs interviews
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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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Training Needs Analysis Spreadsheet
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Spreadsheet that tabulates, calculates and reports training needs
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This TNA spreadsheet will allow you to record and report quickly and easily on training needs for a team, department or organization. With easy data entry, the sheet will tabulate your information and report summary data. The sheet calculates and reports automatically a number of summary totals, including number of attendees for each course and all courses, number of attendees from each role/department and total training hours for each employee/role/department. It is packaged with instructions and can be customized to your specific requirements. (MS Excel)
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Learning Outcomes Template
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Template for developing and documenting learning outcomes
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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. (MS Word)
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Training Session Plan Template
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Template for creating a trainer’s lesson plan for each training session
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Each training session needs to be planned in advance. In addition, effective trainers use a summary guide to prepare them before session start and to direct them during the session. This template maps out the learning outcomes, equipment and materials required, timings for each section of the session and other necessities required for success. (MS Word)
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Training Course Information Sheet
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Template for communicating training course information to participants
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Trainers and administrators use this straightforward template to ensure that training participants are advised clearly of all important course details. Use it for one off training courses as well as for repeated calendar programs. It is also suitable for both internal and externally conducted courses. (MS Word)
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Training Registration Form
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Form that registers prospective participant’s interest in a training course
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Make sure that the right employees receive the right training and with appropriate workplace support at the outset. This training registration form records the usual participant and training course particulars. In addition, with this supercharged form you will guarantee that funding is allocated, the proposed training is relevant to the needs of the organization, other options were considered, managers visibly support the training and that learning will be applied in the workplace. The form may be completed by participants and managers in soft or hardcopy. (MS Word)
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Training Schedule Spreadsheet
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Spreadsheet for managing a training course schedule
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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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During Training
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Training Course Setup Checklist
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Checklist for organizing and preparing for a training session
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This easy to use and customizable checklist is for trainers and administrators setting up an instructor-led training session. It will ensure that no preparation task is inadvertently missed by providing prompts at various points before the event and at the conclusion of the session. The checklist provides prompts in a number of areas, including venue, aids, materials, catering, communication and forms. The form may be completed in soft or hardcopy. (MS Word)
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Training Attendance Form – Single Session
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Form that records participant attendance for a single training session
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Use this form when you require objective evidence that participants have attended or completed training. This form is suitable for courses consisting of one session only and captures each participant's particulars and their attendance status. (MS Word)
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Training Attendance Form – Multi-session
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Form that records participant attendance for multiple training sessions
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Use this form when you require objective evidence that participants have attended or completed training. This form is suitable for courses consisting of more than one session and captures each participant's particulars and their attendance status. (MS Word)
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Personal Action Plan Form
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Form that documents a participant's personal action plan
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Trainers use this form to encourage training program participants to document an action plan for implementing knowledge and skills learned during the program. Once participants return to the workplace, time pressures and a negative workplace climate often work against participants trying out and entrenching their newly learned skills. Thinking through and completing a personal action plan assists participants in overcoming potential workplace barriers to application. (MS Word)
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Skill Assessment Form – Individual
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Form for conducting an individual participant’s skill assessment
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Training assessors use this form to assess whether a training program participant met the program exit requirements. Without effective skill assessments, trainers and participants’ managers may never know whether the participants achieved the program’s learning objectives. The form includes provision for entering the assessment criteria, assessment results, additional notes and feedback comments for the participant. (MS Word)
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Skill Assessment Form – Group
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Spreadsheet for recording skill assessment results for a group of participants
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Use this spreadsheet to record participant assessment results in cases where participants are assessed through a series of skill-based activities. These could include demonstrations, case studies, role plays, workplace assignments and so on. The sheet automatically calculates and reports the following summary results: the number of activities passed for each participant and the number of participants passing each activity. (MS Excel)
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Trainer Effectiveness Rating Form
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Rating instrument for assessing trainer and training session
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This rating instrument is used to assess the competence of a trainer and the quality of training delivery. The instrument incorporates the principles of adult learning and accepted training best-practice. Training dimensions covered include clarity of purpose, motivational methods, fostering relationships, session structure and techniques used. The end result is an actionable report on the trainer's key strengths and areas for improvement. (MS Word)
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After Training
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Certificate of Completion
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Certificate awarded to training program participants who complete successfully the requirements of the program
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Training program participants and their managers at times require documentation that verifies the successful completion of a training program. In addition, the awarding of certificates can provide an important motivator for many to achieve the program’s learning objectives. This no-fuss and customizable form is designed to be completed manually for each successful participant. Placeholders exist for all of the key pieces of information that you will need for a professionally presented certificate. (MS Word)
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Certificate of Completion (Mail Merge) and Data Source
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Mail merge version of Certificate of Completion
Data source file for use with mail merge version of Certificate of Completion
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Where there are more than a few training program participants, creating participant certificates can be both laborious and time consuming. This form is designed to merge data from a separate participant data file for fast and efficient production of Certificates Of Completion. The data file is preformatted, ready to accept your participant particulars, and full instructions are provided. The certificate and data file are packaged as two separate files. (MS Word)
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Training Participant Feedback Form
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Participant questionnaire for canvassing reactions to training program
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Now that you have conducted the training program, how effective was it? This training evaluation form canvasses training program participant reactions on all important dimensions. Questions are included on linkage to the workplace, management support, facilitator competence, effectiveness of materials, the training environment and assessments. The form may be completed by participants in soft or hardcopy. (MS Word)
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Training Participant Feedback Spreadsheet
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Spreadsheet for analyzing and reporting training participant feedback results
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Trainers use this spreadsheet to enter, store, analyze and report the results of the training participant feedback questionnaire. The sheet is customizable to accommodate a variety survey questions and formats. Sheets are set up for easy data entry whilst the sheet presents a useful group of summary results and charts. Summary data reported includes average score for each question, number and homogeneity of responses. Use this template in conjunction with the included Training Participant Feedback Form. (MS Excel)
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US Dollar
Canadian Dollar
Pound Sterling
Euro
Australian Dollar
The table below describes all 20 items included in the 
