Training and development plan template

Our Training and Development Plan template helps you create effective strategies to enhance employee skills and foster professional growth.

If you need a training plan to track and monitor progress toward a training and development goal, use this model template.

Training and development plan template
2026 Ready
Specifications
Access FREE, unlimited
Length 105 words · 1 page
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 01/08/2026
Next review 01/02/2027
Delivery Instant download
Formats .doc · .txt · email
Template

Training and development plan

Trainee name:  
Department:  
Line manager:  
Job title:  

 

Skill Training required Planned completion date Resources required Method Progress Date completed Approved
               
               
               
               
               

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Implementation guidance

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

Step Description Responsibility Timing
1 Identify Organisational Goals HR/Management Team Start of planning process
2 Assess Training Needs HR/Training Department During employee evaluation and performance reviews
3 Develop Training Plan HR/Training Department After assessing needs, within specified timeframe
4 Review and Approve Plan HR/Management Team Prior to implementation
5 Issue Training and Development Plan HR/Management Team After approval, before training commences

What is a training and development plan?

A training and development plan outlines strategies and activities to enhance employee skills, knowledge, and competencies, improving performance and job satisfaction.

It identifies essential skills, assesses employee training needs, selects appropriate methods, sets measurable goals, and allocates resources.

The wider HR process

Related HR resources and workflow

Explore the HR resources that may be relevant before and / or after using the Training and development plan, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.

Previous
Forms
Performance appraisal form

A regular performance appraisal or performance development review is important to keep track on the employee in terms of their performance against objectives or other standards, and to maintain their development.

This
Training and development plan

Example

Scenario: Training and Development Plan for Sales Team at ABC Limited

ABC Limited, a leading retail company, recognises the importance of investing in the continuous development of its sales team to enhance performance and drive business growth. HR Manager Sarah takes the lead in designing and implementing a comprehensive training and development plan tailored to the specific needs and goals of the sales team.

Needs Assessment

Sarah begins by conducting a thorough needs assessment to identify the skills gaps, challenges, and development opportunities within the sales team. She gathers feedback from sales managers, team leaders, and individual sales representatives through surveys, interviews, and performance evaluations.

Key Findings

Based on the needs assessment, Sarah identifies several key findings:

  1. Product Knowledge: Some sales representatives lack comprehensive knowledge of ABC Limited's products and services, affecting their ability to effectively communicate value propositions to customers.

  2. Sales Techniques: While the sales team demonstrates proficiency in basic sales techniques, there is a need to enhance skills in consultative selling, objection handling, and closing strategies to drive higher conversion rates.

  3. Technology Adoption: The sales team would benefit from training on the use of sales enablement tools, CRM software, and digital marketing platforms to streamline processes and improve efficiency.

  4. Customer Service: Improving customer service skills and enhancing the customer experience is essential for building long-term relationships and fostering customer loyalty.

Training and Development Plan

Based on the needs assessment findings, Sarah develops a comprehensive training and development plan that includes the following components:

  1. Product Training Workshops: Conduct interactive workshops and product demonstrations led by subject matter experts to deepen the sales team's understanding of ABC Limited's products and services.

  2. Sales Skills Training: Provide targeted training sessions on advanced sales techniques, such as consultative selling, negotiation skills, and relationship building, delivered through a combination of in-person workshops and online modules.

  3. Technology Training: Offer hands-on training sessions on the use of sales enablement tools, CRM software, and digital marketing platforms, supplemented by user guides and video tutorials for ongoing support.

  4. Customer Service Excellence: Deliver customer service training workshops focused on active listening, empathy, problem-solving, and effective communication skills to enhance the sales team's ability to deliver exceptional service.

  5. Role-Play Exercises: Facilitate role-play exercises and simulated sales scenarios to provide practical experience and opportunities for skill application in a supportive environment.

  6. One-on-One Coaching: Offer personalised coaching sessions with sales managers and mentors to provide individualised feedback, support skill development, and track progress over time.

Implementation and Evaluation

Sarah works closely with sales managers and team leaders to roll out the training and development plan, scheduling sessions, allocating resources, and tracking participation and engagement. Throughout the implementation process, she collects feedback from participants, monitors training effectiveness, and makes adjustments as needed to ensure the plan's success.

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.

  • Equality Act 2010: Ensures equal opportunities for training and development regardless of protected characteristics.

  • Health and Safety at Work Act 1974: Requires employers to provide necessary training to ensure employees' health and safety.

  • Employment Rights Act 1996: Establishes the right to request time off for training.

  • Apprenticeships, Skills, Children and Learning Act 2009: Supports employer investment in employee training through apprenticeship schemes.

  • Education and Skills Act 2008: Promotes the development of skills and lifelong learning opportunities for employees.

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Frequently Asked Questions

Can I use this in my small business?

Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.

Is it compliant with 2026 UK employment law?

Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.

Can I customise it for my organisation?

Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

Do I get instant access to it?

Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.

What if I need more help, not just this template?

If you're looking for broader support, we also offer toolkits and library bundles that include the Training and development plan template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.

Why should I use this Training and development plan template, and not AI to generate it?

AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.

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 processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

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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