Technical Trainer Templates

Technical Trainer Templates

There is a huge number of templates that someone in the Technical Trainer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Technical Trainer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Lesson Plan Template
2. Training Evaluation Form
3. Training Needs Assessment Template
4. Training Attendance Sheet
5. Training Schedule Template
6. Training Feedback Survey
7. Training Materials Checklist
8. Training Budget Template
9. Training Progress Report
10. Training Certificate Template

Reports

Reports are often prepared by a Technical Trainer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Training Attendance Report
2. Training Evaluation Report
3. Training Needs Assessment Report
4. Training Effectiveness Report
5. Training Completion Report
6. Training Feedback Report
7. Training Progress Report
8. Training ROI Report
9. Training Compliance Report
10. Training Budget Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Technical Trainer does and how they do it.

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Presentations

Technical Trainer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Introduction to Technical Concepts
2. Advanced Technical Skills
3. Troubleshooting and Problem-solving Techniques
4. Best Practices in Technical Training
5. New Technological Developments in Education

Legal Docs

There are several key times when a Technical Trainer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Intellectual Property Assignment Agreement Template
4. Release of Liability Template
5. Consent and Waiver Template

Health & Safety Templates

Health & Safety templates for a Technical Trainer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Training Attendance Register Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Technical Trainer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Training Schedule
2. Classroom Availability Calendar
3. Training Materials Delivery Calendar
4. Professional Development Calendar
5. Assessment and Evaluation Calendar

Invoice Templates

Several types of Technical Trainer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Training Services Invoice
2. Equipment Rental Invoice
3. Travel Expenses Invoice
4. Consulting Services Invoice
5. Materials and Supplies Invoice

Survey Templates

For a Technical Trainer to get insights related to the work they do, they need to send out Technical Trainer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Training Feedback Survey
2. Instructor Evaluation Survey
3. Course Content Satisfaction Survey
4. Training Needs Assessment Survey
5. Post-Training Knowledge Assessment Survey

Meeting Agendas

Having premade Technical Trainer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Training Review Meeting
2. Curriculum Development Meeting
3. Team Collaboration Meeting
4. Training Needs Assessment Meeting
5. Evaluation and Feedback Meeting

Budget Templates

To manage finances well, a Technical Trainer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Training Materials Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development Budget Template

Dashboards

Dashboards are a useful way for a Technical Trainer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Training Performance Dashboard
2. Learner Engagement Dashboard
3. Course Completion Dashboard
4. Training Evaluation Dashboard
5. Training Resource Utilization Dashboard

Proposal Templates

For bidding or requesting work, a Technical Trainer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Training Program Proposal
2. New Course Development Proposal
3. Training Needs Assessment Proposal
4. Training Evaluation and Improvement Proposal
5. Training Budget Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Technical Trainer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.