Kaizen Continuous Improvement tools for lean management


Training Plan Template

Video Help

Video: Training Session Agenda
and Planning Checklist work instructions video

The TrainingSession.xls Excel template has 2 sections:

  1. Training Agenda template
  2. Training Checklist template

Training Agenda Template

With the click of the Hide/Show Rows button...
instantly hide or show your rows of Instructor Notes,
thereby keeping everything organized in a single template

(and avoid all the problems that come from
trying to keep 2 different documents in sync as things change)

Training Session Agenda Excel template

Training Plan Template Excel

Outside of the Print Area...
you can use the optional columns to:

To define the Start Time for an Activity to start as soon as another Activity ends...
simply type the equals sign (=) in a Start Time cell —
and then click the cell for the End Time for the preceding Activity, and hit the Enter key.

To automatically highlight cells containing formulas (as illustrated in the video)...
use the special Systems2win HasFormula function

Tip: Try spending a half hour to try to write your own formula to calculate End Time...
and then you will better appreciate the value you get from your professionally developed Systems2win templates.

To print your Training Agenda template...

first click the Hide/Show Rows button to hide your Instructor Notes,
and then simply use Excel's normal Print features,
perhaps printing in PDF format.

Bookmark = plan

Training Checklist Template

Anyone that has ever planned a training session knows that there's more to it than just scribbling down an Agenda and some Instructor Notes.

Or at least there SHOULD be more to it —
if you don't want your attendees yawning and plotting ways to avoid ever attending another of YOUR uninspired trainings...

Use this Excel template to systematically ensure that every one of your training sessions
are well-planned, creative, and inspiring.

On the same worksheet — just below the Training Session Agenda, you will find the Training Session Planning Checklist.

Training Plan Template Excel

Training Session Planning Checklist Excel template

Just like so many other (familiar) Systems2win templates...

To print your Training Checklist template...

use the special Systems2win Print button.

Why Reinvent?

Why Reinvent?

when you could be using professionally developed templates —
easily personalized for your unique needs —
right now — with no need to start with a blank page and a blinking cursor

Bookmark = program

Training Program template

Training Program Design Spec

TrainingSpec.doc is a Word template
that comes with other Training Program templates,
and is found in the tKZdontSync folder of your Systems2win portal.

It provides a good starting point for organizing your thoughts
when developing a training program that consists of more than one training session.

Add and delete sections as needed

For additional help — (including help for how to insert hyperlink icons) — see Tips for using Systems2win Word documents.

Bookmark = differences

What’s the difference between
Training, Instruction, and Education?


The Learner should be able to...

apply specific skills — automatically and without variation.


Perform a mechanical job on an assembly line. Tie sailor knots. Type.

Appropriate approach:

Directive Training: The Instructor repeatedly demonstrates how to do it, points out the key points, and explains the reasons why. Then the Learner repeatedly demonstrates their ability to do it exactly the way the Instructor did. (See the classic approach for TWI training)

Popular Systems2win templates for Training:

TWI Job Breakdown, Work Instructions, Standard Procedure, other tools for Standard Work


The Learner should be able to...

generalize beyond the specifics taught.


Troubleshooting skills for technical support. Help a customer choose the right solution.
Learning to use Systems2win templates. (when you learn one, you learn them all)

Appropriate approach:

Guided Discovery: The Instructor provides guidelines and general principles, and then the Learners use those resources as well as many other resources (such as the Internet, company database, physical resources, etc.) and apply their creative problem-solving skills to seek solutions for case studies, scenarios, or problems that might be encountered in the real world of their job.

Popular Systems2win templates for Instruction:

Decision Tree and other flowchart variations, Work Instructions that include options and “if” conditions,
other tools for Standard Work


The Learner should be able to...

conceive and expand upon generalized mental models and value systems.


College education. Six Sigma Master Black Belt. Lean Sensei apprenticeship.

Appropriate approach:

Exploratory Learning: The Mentor provides a general set of goals, some helpful guiding principles, a rich learning environment, access to deep oceans of potentially relevant information and resources, and then gets out of the way.

Popular Systems2win templates for Education:

A master of any subject (including Kaizen Lean Sigma process improvement)
should be able to start with common popular tools
and then apply generalized principles to personalize tools that are ideal for any unique situation.

Bookmark = Reading

Suggested Reading and Resources


Also see Systems2win’s Online Training & Videos for Training Session Design







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This Training Plan template and all of the other
Training Design templates come as part of the
Kaizen bundle

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