Training and development policy template

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This Training and Development Policy sets out how the organisation identifies, plans, delivers and reviews training and development for employees. It provides a consistent approach to mandatory training, role-specific skills, professional development, career progression and continuous learning.

Use this policy to:

  • Set clear expectations for employee training and development
  • Identify mandatory and role-specific training requirements
  • Support employee development, career progression and succession planning
  • Provide a consistent approach to training requests and approvals
  • Monitor training completion, competence and refresher requirements
  • Ensure training opportunities are provided fairly and appropriately
Training and development policy template
2026 Reviewed
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If you are reviewing your learning and development arrangements, these training and development policy templates give you a practical set of policies covering training needs, planning, delivery, application and evaluation.

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What's included in this template?

This template brings together the key information, sections and considerations you need to create a clear, comprehensive and professional HR document. Preview the document below.

  • Training and development principles
  • Induction, mandatory and role-specific training
  • Training needs identification and development planning
  • Training requests, approval and funding
  • Apprenticeships, qualifications and career development
  • Training records, evaluation, refresher training and responsibilities
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Training and development policy

1   Overview

1.1   [Company] recognises that effective training and development can support employees to perform their roles safely and effectively, develop their skills, improve performance and prepare for future responsibilities.

1.2   The organisation is committed to providing appropriate training and development opportunities based on business requirements, role requirements, identified skills gaps and individual development needs.

1.3   Training and development may include formal courses, qualifications, e-learning, coaching, mentoring, on-the-job training, job shadowing, supervised practice, management development, apprenticeships and opportunities to gain experience through new responsibilities or projects.

1.4   This policy sets out the principles used by [Company] when identifying, arranging, delivering and reviewing training and development.

2   Scope

2.1   This policy applies to employees of [Company]. Where appropriate, elements of the policy may also apply to apprentices, agency workers, contractors or other individuals who require training to carry out work safely or effectively.

2.2   The organisation will determine the training required for particular roles based on the nature of the work, legal requirements, health and safety risks, business requirements and the skills needed to perform the role.

3   General principles

3.1   Training and development principles

[Company] aims to provide

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£9.99
Specifications
Access 12 months, with updates
Length 5 pages • 1,806 words
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Last update 27/09/2026
Update reason HR best practice review.
Next review 27/03/2027
Delivery & Format Instant digital delivery, .doc · .txt · email

What is a training and development policy?

Training and development policy template preview

This policy provides a structured framework for developing the knowledge, skills and capabilities of employees. It recognises that effective development can include formal courses and qualifications as well as coaching, mentoring, on-the-job learning, job shadowing, management development and opportunities to take on new responsibilities.

Identifying training needs

Training needs may be identified through induction, performance reviews, 1:1 meetings, changes to job responsibilities, new equipment or systems, changes in legislation, health and safety requirements, skills gaps and individual development discussions.

Mandatory and role-specific training

Some training will be essential because of legal, health and safety, regulatory, customer, operational or organisational requirements. The organisation should identify which training is mandatory, who needs to complete it and when refresher or renewal training is required.

Personal and career development

Employees should be encouraged to discuss their development aspirations with their manager. Development opportunities may include formal qualifications, internal training, coaching, mentoring, job shadowing, project work and increased responsibilities.

Training requests and access

Training opportunities should be considered fairly and consistently, taking account of business requirements, role relevance, performance, development needs and available resources. The organisation will also consider reasonable adjustments where appropriate.

Evaluating and recording development

Training should be evaluated where appropriate to determine whether it has achieved its intended purpose and whether new knowledge or skills have been applied effectively. Appropriate records should be maintained so that mandatory training, qualifications and refresher requirements can be monitored.

Example

An employee who has recently moved into a Production Team Leader role is identified as needing additional management development. During their 1:1 meetings, their manager identifies development needs around giving feedback, managing attendance, conducting effective team meetings and dealing with difficult conversations.

A development plan is agreed covering a mixture of short management training modules, practical coaching from the Production Manager and opportunities to lead team meetings. The employee is given time to complete the training and is encouraged to apply the learning in their day-to-day role.

After three months, the manager reviews progress during the employee's 1:1 meetings. The employee has become more confident in managing attendance and conducting team meetings but would benefit from further development in handling difficult conversations. Additional coaching is therefore agreed.

The training record is updated to show the completed courses and development activity. The manager continues to review progress through normal performance and development discussions rather than treating completion of a course as the end of the development process.

Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the Training and development policy should be used, helping ensure each step is handled consistently and appropriately documented.

Step Description Responsibility Timing
1 Identify mandatory, role-specific and development training requirements using the role, risk assessments, induction, performance discussions and business plans. Manager / HR At induction and at least annually
2 Record individual development needs and agree appropriate objectives, training activities or other development opportunities. Manager / Employee During induction, 1:1s and performance reviews
3 Arrange approved training, ensuring the provider, course, timing and any required funding or resources are appropriate. Manager / HR Within 10 working days of approval where practicable
4 Record completion and, where appropriate, assess whether the employee has achieved the required knowledge, skills or competence. Manager / HR / Employee Immediately after training or assessment
5 Review whether the training has been effective and identify any further development, coaching or refresher requirements. Manager / Employee Within 1–3 months of significant training and at normal review points
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Common mistakes

Understand the common mistakes to avoid when using this HR template, helping you reduce risk, prevent unnecessary costs and ensure the process is handled correctly.

  • Treating attendance at a course as proof that an employee is competent
  • Failing to distinguish mandatory training from optional development
  • Providing development opportunities inconsistently or without objective reasons
  • Failing to keep accurate records of qualifications and refresher dates
  • Ignoring training needs identified through performance, health and safety or changes to the role
  • Failing to evaluate whether training has actually improved knowledge, skills or performance
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HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

Health and safety training

Employers must provide appropriate information, instruction and training to protect employees' health and safety. Training needs should reflect the risks associated with the work and may arise during induction, when employees are exposed to new or increased risks, when new equipment or processes are introduced, or when a lack of competence is identified. https://www.hse.gov.uk/pubns/indg345.pdf https://www.legislation.gov.uk/ukpga/1974/37/section/2

Mandatory training and payment

Where training is mandatory, employers should consider whether employees are entitled to be paid for the time spent undertaking it and whether the training arrangements are covered by the employee's written statement or contract. Employers should also ensure that any deduction for training costs is lawful and does not reduce pay below the National Minimum Wage. https://www.acas.org.uk/getting-paid-for-mandatory-training https://www.gov.uk/national-minimum-wage-rates

Equality of access to development

Training and development opportunities should be provided without unlawful discrimination. Employers should consider whether employees have equal access to relevant development and progression opportunities and should consider reasonable adjustments where an employee has a disability. https://www.acas.org.uk/discrimination-and-the-law https://www.gov.uk/rights-disabled-person/employment

Performance and development

Training can form part of an employee's development or performance support. Where training is provided to address a performance or capability concern, the organisation should be clear about the expected improvement and should provide appropriate support and reasonable opportunities to demonstrate that improvement. https://www.acas.org.uk/capability-procedures

Apprenticeships and formal qualifications

Where the organisation employs apprentices, it must meet the applicable apprenticeship requirements. In England, employers must provide apprentices with the appropriate employment, training and support required by their apprenticeship programme, including the required off-the-job training. Apprenticeship requirements differ across the UK nations. https://www.gov.uk/employing-an-apprentice https://www.gov.uk/government/publications/apprenticeships-off-the-job-training/apprenticeship-off-the-job-training-guidance--2

Training records and personal data

Training records may contain personal information, including qualifications, assessment results, attendance and development information. Such records should be accurate, relevant, secure and retained for an appropriate period in accordance with the organisation's data protection and retention arrangements. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/principle-a-accuracy-of-personal-data/

Training and management development

Managers should receive appropriate support and training to enable them to manage people effectively, including areas such as performance management, absence, conduct, equality, communication and workplace procedures. Training should be reviewed where changes to law, policy or organisational responsibilities create new requirements. https://www.acas.org.uk/training

Reviewing training needs

Training needs should be reviewed when work, equipment, processes, responsibilities or risks change. Employers should not rely solely on annual training reviews where a more immediate training need has been identified. Health and safety training in particular should be updated when employees face new or increased risks. https://www.hse.gov.uk/pubns/indg345.pdf

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FAQs

Does the organisation have to provide training to employees?

There is no general requirement for an employer to provide every type of training requested by an employee. However, employers must provide appropriate health and safety training where required, and other training may be necessary because of the employee's role, contractual arrangements, professional requirements or specific legal obligations.

Can an employee request training?

Yes. Employees are encouraged to discuss training and development needs with their manager. Requests will be considered based on factors such as the relevance of the training, business requirements, the employee's role, available resources and development needs.

Does completing training mean an employee is competent?

Not necessarily. Some roles require practical assessment, supervised experience or other evidence of competence. Managers should consider whether the employee can safely and effectively apply what they have learned rather than relying solely on course attendance or a certificate.

Who pays for training?

The organisation will normally pay for training that it requires an employee to undertake. For optional development, the organisation may agree to fund all or part of the cost depending on the circumstances. Any arrangements concerning training costs or deductions should be confirmed before the training takes place.

Can training be refused?

Yes. Not every training request will be approved. The organisation may consider relevance to the role, business priorities, cost, operational requirements, previous development opportunities and other relevant factors. Decisions should be made consistently and without unlawful discrimination.

Why use HRDocBox rather than AI?

HRDocBox templates provide a structured starting point designed for UK employers, combining practical HR wording with relevant employment law, Acas guidance and workplace best practice. AI can generate wording, but a structured HR template helps provide consistency and ensures key areas are considered.

Customer reviews

What people are saying

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Training and development policy made the process easier

Paul • 16 Dec 2025

The document separated the key responsibilities from the supporting detail sensibly. It helped turn something we had been handling informally into a clearer written arrangement.

How this content is developed and reviewed

The Training and development policy template 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 training 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."

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Ruth Brock Chief Executive Officer The Hygiene Bank
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