Learning and development templates toolkit

25 editable HR templates for
£34.90
UK-specific Editable Instant download 12 months' updates

Manage employee learning and development with a complete, practical set of HR templates covering training needs, planning, development, application and evaluation — helping you follow a clear, consistent and effective approach.

Use this toolkit to:

  • Identify individual and organisational learning needs
  • Create structured training and development plans
  • Record training, development activity and progress
  • Support managers in developing employee capability
  • Evaluate the effectiveness and impact of learning activity

Toolkit contains:

  • Templates – training needs analysis forms, development plans, training records, evaluation forms and related HR resources.
  • Knowledge Hub – guidance about learning and development, a step-by-step process, common mistakes, employment law, ACAS guidance, best practice and FAQs.
Learning and development templates toolkit
2026 Reviewed
Specifications
Templates 25 ( 2 Policies, 8 Letters, 5 Forms, 1 Scripts, 9 Plans, )
Access 12 months, with updates
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Delivery Instant download
Formats .doc · .xls · .pdf · .txt · email
When purchased
All templates Download all templates in this collection as a ZIP file Available after purchase
Contents
policy template icon
Recovery of training costs policy

This policy outlines the recovery of training costs for when employee leaves employment while undertaking sponsored training, or for a specified period of time after its completion.

UK-specific Editable Instant download 12 months' updates
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Training and development policy

Our Training and Development Policy Template outlines guidelines for employee training, including opportunities for professional growth, skill enhancement, and career advancement within the company.

UK-specific Editable Instant download 12 months' updates
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External training sponsorship confirmation letter

External training sponsorship confirmation letter for confirming employer-funded training, course costs, conditions, employee responsibilities and agreed arrangements.

UK-specific Editable Instant download 12 months' updates
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Invite to professional development session letter

Our Invite to Professional Development Session Letter Template invites employees to valuable sessions, fostering skill growth and professional advancement with a clear and engaging invitation.

UK-specific Editable Instant download 12 months' updates
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Training and development event invitation letter

Use this template to notify individuals / grades of a training event that it has been deemed to be beneficial to them.

UK-specific Editable Instant download 12 months' updates
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Training cost recovery on resignation letter

Training cost recovery on resignation letter for confirming repayment of agreed training costs and any deduction from final pay following an employee's resignation.

UK-specific Editable Instant download 12 months' updates
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Training cost repayment agreement letter

If you are sponsoring training, use this model letter to inform an employee that repayment of the cost is required if they resign before or shortly after it is complete.

UK-specific Editable Instant download 12 months' updates
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Training or study request agreement letter

If you have agreed to an employee request to sponsor external training or study, issue this model letter template to confirm the agreement.

UK-specific Editable Instant download 12 months' updates
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Training or study request refusal letter

Our Training or Study Request Refusal Letter template communicates respectfully when training requests cannot be approved, offering clear reasoning and professionalism.

UK-specific Editable Instant download 12 months' updates
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Training request meeting invitation letter

If an employee requests approval to attend external training or development, issue this model letter as invitation to a meeting to discuss it further.

UK-specific Editable Instant download 12 months' updates
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One to one (121) meeting review form

Our One to One (121) Meeting Review Form Template ensures structured feedback, fosters clear communication, and supports employee development and performance tracking.

UK-specific Editable Instant download 12 months' updates
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Record of training completed form

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

UK-specific Editable Instant download 12 months' updates
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Training cost repayment agreement form

If you are sponsoring training, this model agreement details the cost repayment schedule if the employee resigns before or shortly after it is complete.

UK-specific Editable Instant download 12 months' updates
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Training evaluation form

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.

UK-specific Editable Instant download 12 months' updates
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Training needs request form

A training needs request form is normally completed by an employee to request attendance to a Company funded training course.

UK-specific Editable Instant download 12 months' updates
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One to One (121) review meeting script

One to one review meeting script for UK managers covering employee wellbeing, workload, performance, priorities, development, support and actions.

UK-specific Editable Instant download 12 months' updates
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Employee Engagement Plan

An employee engagement plan is a set of strategies and activities designed to increase employee involvement, enthusiasm, and commitment to their work.

UK-specific Editable Instant download 12 months' updates
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Leadership Development Plan

Our Leadership Development Plan template outlines a structured path for enhancing leadership skills, fostering professional growth and effective management.

UK-specific Editable Instant download 12 months' updates
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Mentorship Program Plan

Our Mentorship Program Plan template offers a comprehensive framework for implementing a successful mentorship initiative, facilitating skill transfer and personal growth.

UK-specific Editable Instant download 12 months' updates
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One to One (121) review meeting action plan

One to one review meeting action plan template for UK employers to record employee actions, responsibilities, deadlines, support and follow-up.

UK-specific Editable Instant download 12 months' updates
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Succession Plan

Our Succession Plan Template strategically outlines a roadmap for identifying and developing internal talent, ensuring a smooth transition and continuity in key roles within the organisation.

UK-specific Editable Instant download 12 months' updates
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Talent development plan

Our Talent Development Plan provides a structured strategy for enhancing skills and capabilities, promoting professional growth and achievement.

UK-specific Editable Instant download 12 months' updates
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Training and development plan

Training and development plan for identifying employee learning needs, setting development objectives, recording training actions and reviewing progress.

UK-specific Editable Instant download 12 months' updates
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Training and Development RACI Chart

Our Training and Development RACI Chart delineates responsibilities, ensuring efficient coordination and accountability throughout the learning process.

UK-specific Editable Instant download 12 months' updates
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Work experience plan

Our Work Experience Plan Template streamlines the process, ensuring a well-structured and organised work experience program for students.

UK-specific Editable Instant download 12 months' updates
Knowledge Hub

Learning and development

More than just templates, the Learning and development Knowledge Hub brings together practical HR guidance, real-world experience and tried-and-tested resources to help you understand the subject, manage it effectively and make informed decisions.

Explore the knowledge below

What is Learning and Development?

Learning and development (L&D) refers to the process of enhancing the knowledge, skills, and competencies of employees through training, development programmes, and other learning opportunities.

It is vital to understand the current and future capability needs of the organisation, as well as how to create a culture that drives engagement in continuous professional development.

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.

Learning and development templates are essential for managing a low-risk, compliant Learning and development process.

How Should Employee Learning and Development Be Managed?

A learning and development process helps employers identify capability needs and support employee development. It will typically follow these key stages:

1
Need Skills, knowledge or capability requirements are identified.
2
Plan Appropriate development objectives and activities are agreed.
3
Develop Training, coaching or practical development opportunities are provided.
4
Apply The employee puts new knowledge or skills into practice.
5
Evaluate The impact of development is reviewed and future needs identified.

Development should have a purpose. Focus on the skills the employee and organisation actually need rather than training for its own sake.

Common mistakes

Understand the common mistakes employers can make when managing this area of HR, helping you reduce risk, prevent unnecessary costs and ensure the process is handled fairly, consistently and correctly.

Compliance

UK employment law and best practice

This toolkit is designed to support Learning and development, but its resources should be used alongside the relevant HR policies and procedures and applied to the circumstances of each individual case. Always consider the specific facts, your organisation's processes and the applicable employment law before taking action.

Learning and development should support both organisational requirements and employee development. The documents in this toolkit are designed to help employers plan and manage training effectively and should be used alongside relevant policies and health and safety requirements.

Training needs

Employers should identify the knowledge, skills and competence required for roles and provide appropriate training where necessary. Particular care is required for roles involving health and safety risks. https://www.hse.gov.uk/simple-health-safety/index.htm

Equality of opportunity

Access to learning and development should be managed fairly. Employers should avoid discriminatory criteria when deciding who receives training or development opportunities. https://www.legislation.gov.uk/ukpga/2010/15/contents

Mandatory training

Where training is necessary to meet legal, regulatory or safety requirements, employers should maintain appropriate records and ensure employees receive refresher training where required.

Evaluation

Training should be evaluated to establish whether it has achieved its intended purpose and whether employees have been able to apply the learning effectively in the workplace.

FAQs

What is learning and development?

Learning and development covers the activities an organisation uses to build employees' knowledge, skills, capability and career development.

Why is employee development important?

Effective development can improve capability, performance, engagement and retention while helping organisations build the skills they need.

How should training needs be identified?

Training needs can be identified through performance reviews, skills assessments, business plans, employee discussions, role requirements and changes to processes or technology.

Should employees have development plans?

Development plans can provide a clear structure for agreed learning activities, objectives and timescales.

How should training effectiveness be measured?

Employers can consider whether learning has improved knowledge, skills, behaviour or workplace performance, rather than simply recording attendance.

Why use HRDocBox to support learning and development?

HRDocBox combines real-world HR experience, subject-matter expertise and commercial understanding to support effective learning and development with practical, tried-and-tested resources. With instant access, editable documents, ongoing updates and 12 months' access, you get practical HR support when you need it.

How this content is developed and reviewed

The Learning and development templates toolkit is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing learning and development HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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