Free Training Planning Worksheet

Free Training Planning Worksheet

Planning and organizing employee training for an entire year can be a challenge. That’s why we’re providing you with a simple worksheet to help you chart and organize the types of training classes that will be offered in a given year, the individuals who will attend those classes, their perceived skill level, and the timing of when they will attend training throughout the year.

Download Worksheet (Excel)

 

Instructions

Here are some simple instructions:

  1. Chart the individuals in your organization under the column “Name” and their corresponding department or position in the second column.
  2. List the classes that your organization plans to offer during the upcoming year at the top of the chart.
  3. Color code the cells for each individual based on the degree to which each employee needs training in a specific topic area or skill.
  4. Within each cell, insert the timing (month or month and day) of when you plan to offer this class or when each employee will attend this class.
  5. Insert any relevant comments around the individual.

Budgeting Assistance

Need quotes for particular training programs? Contact Chris Kutsko at (440)947-1286 or [email protected]. You can also view ERC’s full catalog of employee training courses online.

Author

  • As ERC’s Client Marketing Manager, Liz Maier-Liu develops and executes multi-channel marketing strategies that support client engagement, retention, and organizational growth. She brings together strategic planning, content development, and data-informed decision-making to deliver marketing initiatives that align with audience needs and business goals.

    In her role, Liz partners closely with internal subject matter experts and vendors to bring ERC’s services and programs to market—from training and events to consulting solutions. She also supports lead generation campaigns and manages ERC’s websites, ensuring they are optimized and aligned with the organization’s marketing strategy to drive engagement and results.

    Liz holds a master’s degree in organizational leadership with a concentration in human resources from Mercyhurst University.