Training and development plan template

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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.

Why this template is necessary

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.

  • 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.

Workflow sequence

Previous step
Performance appraisal form template

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 step
Training and development plan template

Implementation timeline

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

Practical 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.


Reading time icon
Time to read / prep / use
5 mins
Document specs icon
Word count / length
114 words, 1 page A4
Date last reviewed icon
Date last reviewed
1 June 2024
training and development plan template

Training and development plan

Trainee name:  
Line manager:  
Job title:  


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

Why choose our Training and development plan template?

Our content:

Is easy to edit and execute, with comprehensive implementation guidance.
Is designed by accredited, experienced HR practitioners.
Maintains your compliance with ACAS guidelines, legislation, and industry best practices.
Includes 12 months access to your purchase, with email alerts if updated or expanded.

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