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Lean Tools, Training, and Systems

Training Plan Template

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

When and why to use your

Training Agenda template

If you are a Continuous Improvement Leader, and you need to lead a training session next week to teach some people some things that they need to learn about kaizen lean six sigma process improvement...


then use your Training Plan template (TrainingSession.xlsx)

to design and prepare for your training session

(any kind of training session... classroom or e-learning)

Video: Learn how to use your
Training Plan template
to keep your Training Agenda and Instructor Notes in one well-organized document

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)

Training Session Agenda Excel template

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

In the newer version, anything that used to be a button in the workbook is now found as a button within the Systems2win menu in the Excel Ribbon bar.

Hide/Show Rows button

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)


How to use your

Excel Training Plan Template

Your Training Plan Excel template has 2 sections:

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



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

Find and open your Training Session Planning template


in the same way that you find and open your other 150+ Systems2win templates.

Excel Ribbon bar > Systems2win menu

Save your working document

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

Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon bar > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Systems2win menu > 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.

Now you are ready to start completing your

Training Agenda

Enter your header data


Expected or suggested attendees.


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


Start and end times.


Perhaps provide a hyperlink to a directional map, or to the web conference login page.


Like most Systems2win templates, you can easily copy this row for unlimited user-defined headers.

Or hide any unused rows.

Training Agenda template

Learning Objectives

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


How to register. Perhaps provide a hyperlink.


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.

How to provide hyperlinks to related documents

If you completed the New User Training, then you already know...

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)


In the first column...

Approximately how many minutes for each activity?


What resources are needed for each activity?

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


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)


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.


Who is responsible for each activity?

All dropdown lists are defined on the DV sheet.

Training Agenda dropdown lists


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.


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


  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.

Why re-invent?

Why re-invent?

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

Hide/Show Rows button

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


Systems2win menu > Print Areas

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


Your Training Plan template also has a section for a

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 section of your Training Checklist template to systematically ensure that every one of your training sessions are well-planned, creative, and inspiring.

cartoon - bored

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 to print Print Area 2

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

Why not be productive right now?


Training Program template

Training Program Design Spec

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

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

see Tips for using Systems2win Word documents.

Training Plan template, Training Agenda template, Training Checklist template

with many other useful Process Improvement Tools



to empower every team member






New User Training

Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates






Kaizen templates

Similar, familiar tools for
Continuous Improvement



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