Name of Learner _____________________________________________________

Approval (if applicable) ________________________________________________

Time Frame
Start date _____________________________________
Completion date ________________________________
Funding Requirements
(See budget at the end of the training plan)
_____________________________________________________________________
_____________________________________________________________________
General Comments
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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Overall Training Goals

What do you want to be able to do as a result of learning achieved from implementing this
training plan? As much as possible, design your goals to be " SMARTER".
1.
2.
3.
How Were These Training Goals Selected?
Results of performance review?
Result of self-assessment?
Reference to current job description?
Reference to strategic or other organizational goals?
Other(s)?

Learning Objectives
What new capabilities do you want to have? What do you want to be able to do as a result of
your new knowledge, skills and/or abilities?
You may need several learning objectives for each of your overall training goals. As much as
possible, design your learning objectives to be "SMARTER".
1.
2.
3.
4.
5.
6.
7.
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9.
10.
How Were These Learning Objectives Selected?
Results of performance review?

Result of self-assessment?

Reference to current job description?

Reference to strategic or other organizational goals?

Other(s)?

Learning Activities/Strategies/Methods
What activities will you undertake to reach the learning objectives?
Learning activities may not match learning objectives on a one-for-one basis. For a list of a wide
variety of learning activities, see Various Ideas for Learning Activities.
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Documentation/Evidence and Evaluation of Learning

Documentation/ Evidence of
Learning Who Will Evaluate It? How Will They Evaluate It?
(see ideas)
Budget for Training Plan
The following budget depicts the costs expected to implement this training plan.
Expected Expense Dollars

Source: http://www.managementhelp.org/trng_dev/gen_plan.htm