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Management documents

Learning and development document templates

Improving the skills of your staff is vital and will deliver huge business benefits. It can increase their productivity, motivation and quality of work, and boost overall business profits and customer satisfaction.

Click on a title for more information and a preview, or to make a quick purchase you can click the button.

Invite to professional development session letter template

Use this template to notify individuals / grades of a development event that it has been deemed to be beneficial to them. Use this where the responsibility to book training rests with an individual, rather than a central HR department.

Reviewed 8 Mar 2021

Invite to training letter template

Use this template to notify individuals / grades of a training event that it has been deemed to be beneficial to them. Use this where the responsibility to book training rests with an individual, rather than a central HR department.

Reviewed 8 Mar 2021

Record of training completed form template

Use this form to record any internal training that an employee/team/group has attended.

A record allows you to enure that you hold proof that the employee has been trained, which may be useful for auditing and for any potential grievance.

Reviewed 1 Jun 2021

Training cost repayment agreement form template

Employers can only deduct money for training courses if it was agreed in the contract or in writing beforehand.

For example, an employer could ask someone to agree in writing before a training course to pay back costs if they leave within 6 months.

This template uses a sliding scale for a repayment commitment up to 12 months after the training is completed.

Reviewed 17 Jun 2021

Training evaluation form template

A training evaluation form is a tool used to evaluate training sessions by gathering feedback from the participant(s) regarding the training program, facilitator, and training facilities.

Use this checklist to ensure training programs are clearly defined and contents are relevant to the employee’s role.

Reviewed 1 Jun 2021

Training needs request form template

A training needs request form is normally completed by an employee to request attendance to a Company funded training course. These forms are often submitted to the line manager or human resources who will review and approve the request.

Reviewed 2 Jun 2021
Management template pack

Management template pack

Unlimited downloads of all 6 Learning and development document templates in this pack, plus everything else in the Management template pack for 12 months.

Terminating Employment policies

Model policies to help you create and maintain legally compliant rules for your organisation on terminations.

Retirement documents

Retirement is the withdrawal from one's position or occupation or from one's active working life.

Probation and early termination documents

Probation can be broadly defined as a trial period for newly recruited workers.

Absence documents

Absence can come in many forms, some unavoidable (emergencies), some vital (family, holidays - for wellbeing), some manageable (education, long term absences), and some unwanted (such as absenteeism - short term sickness).