Training Advisor Templates

Training Advisor Templates

There is a huge number of templates that someone in the Training Advisor 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 Training Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

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

Reports

Reports are often prepared by a Training Advisor 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 Budget Report
6. Training Completion Report
7. Training ROI Report
8. Training Feedback Report
9. Training Progress Report
10. Training Compliance 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 Training Advisor does and how they do it.

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Presentations

Training Advisor 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. Monthly Training Progress Report
2. New Employee Orientation Presentation
3. Leadership Development Workshop
4. Classroom Training Session
5. Educational Webinar

Legal Docs

There are several key times when a Training Advisor 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. Training Evaluation Form Template

Health & Safety Templates

Health & Safety templates for a Training Advisor 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. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Training Schedule
2. Staff Availability Calendar
3. Classroom Booking Calendar
4. Training Evaluation Calendar
5. Professional Development Calendar

Invoice Templates

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

1. Monthly Training Fee Invoice
2. Training Materials Invoice
3. Travel and Accommodation Invoice
4. Training Equipment Rental Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Monthly Training Evaluation Survey
2. Employee Satisfaction Survey
3. Training Needs Assessment Survey
4. Post-Training Feedback Survey
5. Training Program Effectiveness Survey

Meeting Agendas

Having premade Training Advisor 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. Staff Development Planning Meeting
3. Training Needs Assessment Meeting
4. Training Program Evaluation Meeting
5. Training Advisory Board Meeting

Budget Templates

To manage finances well, a Training Advisor 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 Program Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development Budget Template

Dashboards

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

1. Performance Overview Dashboard
2. Training Completion Dashboard
3. Learner Engagement Dashboard
4. Training Effectiveness Dashboard
5. Training ROI Dashboard

Proposal Templates

For bidding or requesting work, a Training Advisor 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. Professional Development Workshop Proposal
3. Online Course Proposal
4. Training Needs Assessment Proposal
5. Training Evaluation and Feedback 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 Training Advisor 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.