Training Plan Template

Training Session Planning template, Training Agenda template, Training Checklist template

When and why to use your

Training Agenda template

With the click of a button...

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

both: 1) the Training Agenda (that your Learners see),
and   2) your Instructor Notes (that only you see)

This animated illustration of your Training Agenda template (above) shows the older version, where the 'Hide/Show Rows' button was inside the template itself.

The concept (and huge benefit) remains the same, however...

Rather than maintaining 2 separate documents

(that are almost certain to quickly get out of sync with each other)

you can easily maintain a single document that has both:

1. The Agenda (that your Learners see)
2. Your Instructor Notes (that only you see)

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how

How to use your

Excel Training Plan Template

Your Training Plan Excel template has 2 sections:

1. Training Agenda template
2. Training Checklist template (see training lower on this page)

 

 

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Let's start with the first section...

Training Agenda template

Before getting started

Your leaders might have already personalized the DV sheet in your master template so that you are starting with typical dropdown lists for YOUR company.

If this is a new team, then launch your team.

Find and open your template

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

Rename your new sheet.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

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Now you are ready to start completing your

Training Agenda

Enter your header data

Learners

Expected or suggested attendees.

Leaders

Perhaps Instructor, Coordinator, Facilitator, and any other leadership roles that you defined for your 'Who' dropdown list on your DV sheet.

Learning Objectives

What specific skills and/or knowledge should Learners gain by participating in this training?

Registration

How to register. Perhaps provide a hyperlink.

Prerequisites

What must Learners have already done or learned to be eligible to participate in this Learning Session?

Homework - Before and After

Assignments Learners should complete before the session starts, and soon after training is completed.

Perhaps provide hyperlinks to related documents, web pages, or videos.

Enter your Training Agenda

In the main section, enter the line items for your Training Agenda.

The first 3 columns are within the Print Area for the Training Agenda

(These first 3 columns are seen by your Learners)

Minutes

In the first column...

Approximately how many minutes for each activity?

Resources

What resources are needed for each activity?

Like every Systems2win template, all dropdown lists are defined on the DV sheet.

Activity

Tip: Every chunk of learning content should include an activity that gets the Learners actively involved.

Enter your Instructor Notes

The remaining columns are outside of the Print Area.

(These columns help you, the Instructor, to prepare for your training session)

Links

Because you, (the Instructor), will be using Excel, (rather than PDF)...

you will want to use Link Icons for any links to related documents that you want quickly available for yourself.

Type

What type of activity is this?

All dropdown lists are defined on the DV sheet.

Use your own user-defined Type codes to remind you not to forget to schedule an important component of your typical training experience.

User1

User-defined column that can be used for any purpose.

Optionally that column, for unlimited user-defined fields.

Or hide it if not used.

Start Time

Optionally enter Start Time

to ensure that you allow enough time for everything, and know when you are (or are not) on schedule

Either:

1. In Time format

   Example: 10:00 AM

2. A formula based on another cell

   Example: =K27

   (equals the value in the cell containing the end time for a previous activity)

   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.

   Tip: If you want to add or subtract minutes in a formula to calculate Start Time...

   then follow the instructions in the 'Advanced Training' section of the 'Help' sheet in your template.

End Time

Like all Systems2win templates, when you see a blue-shaded field, that is a calculated field.

Don't overwrite it. Let it calculate the end time for you.

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 and supported Systems2win templates.

You were able to do in a half an hour?

Great. Now send it to your team mate in another country, and see how well your time-based formula works in international versions of Excel.

 

Hide Rows

Any row marked 'TRUE' will be hidden when you use the Hide/Show Rows button.

Most commonly, you will use this feature to hide (and show) your Instructor Notes.

See training video for Hide/Show Rows

Print

To print your Training Agenda template...

first click the Hide/Show Rows button to hide your Instructor Notes,

and then select Systems2win menu > Print Area 1

(Perhaps using Change Printer to print in PDF format)

Tip: The Training Agenda section can also be printed using regular CTRL+P thereby empowering you with all of the Print Settings features of Microsoft Excel

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plan

Your Training Plan template also has a section for a

Training Checklist Template

On the same worksheet...

just below the Training Session Agenda, you will find the Training Session Planning Checklist.

Training Session Planning Checklist Excel template

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

• On the DV sheet, you define your own dropdown lists for YOUR team roles, YOUR resources, YOUR status codes...
• Most things are already translated into multiple languages, and you can even easily create your own dropdown lists in multiple languages
• YOUR personalizations to YOUR master template are automatically found and transferred to your upgraded master template every time that you upgrade.

To print your Training Checklist template...

use the special Systems2win Print button to print Print Area 2

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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

Why not be productive right now?

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program

Training Program template

Your Training Program Design template (TrainingSpec.docx)

is a Word template that comes with your other Training Program templates.

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

• If a table or section doesn't apply — delete it. If you need a new one — add one.
• To insert a new table (pre-formatted like all the others):
  Insert > Table and then select Table Tools > Design > Table Styles > Table Systems2win
• To insert table rows:
  Table > Insert > Rows above or below

For additional help — (including help for how to insert hyperlink icons)

see Tips for using Systems2win Word documents.

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Training Plan template, Training Agenda template, Training Checklist template

with many other useful Process Improvement Tools

 

 

to empower every team member