Looking for Training And Development Professional Templates to download? See the main templates that a Training And Development Professional would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Training And Development Professional role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Training And Development Professional. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. Training Attendance Sheet Template
5. Training Feedback Survey Template
6. Training Budget Template
7. Training Calendar Template
8. Training Materials Inventory Template
9. Training Progress Report Template
10. Training ROI Analysis Template
Reports are often prepared by a Training And Development Professional 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 Needs Assessment Report
2. Training Evaluation Report
3. Training Attendance Report
4. Training Cost Analysis Report
5. Training Effectiveness Report
6. Training ROI Report
7. Training Compliance Report
8. Training Program Evaluation Report
9. Training Feedback Report
10. Training Progress Report
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 And Development Professional does and how they do it.
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Training And Development Professional 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 Report
2. Employee Performance Review
3. New Hire Orientation
4. Leadership Development Workshop
5. Diversity and Inclusion Training
There are several key times when a Training And Development Professional 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. Performance Evaluation Template
4. Training Program Agreement Template
5. Employee Handbook Template
Health & Safety templates for a Training And Development Professional 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
Setting up Training And Development Professional calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Onboarding and Orientation Calendar
4. Leadership Development Calendar
5. Compliance Training Calendar
Several types of Training And Development Professional 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. Consulting Services Invoice
5. Training Program Registration Invoice
For a Training And Development Professional to get insights related to the work they do, they need to send out Training And Development Professional surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey: This survey is used to gather feedback from employees about their overall job satisfaction, including their opinions on company culture, management, and benefits.
2. Training Needs Assessment Survey: This survey is used to identify the training needs of employees and determine which areas require further development.
3. Performance Evaluation Survey: This survey is used to evaluate the performance of employees and provide feedback on areas where they can improve.
4. Onboarding Survey: This survey is used to gather feedback from new hires about their onboarding experience and identify areas where the process can be improved.
5. Exit Interview Survey: This survey is used to gather feedback from employees who are leaving the company and identify reasons for their departure, as well as areas where the company can improve
Having premade Training And Development Professional 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 Needs Assessment Meeting
2. Training Program Planning Meeting
3. Employee Performance Review Meeting
4. Team Building Workshop Meeting
5. Training Evaluation and Feedback Meeting
To manage finances well, a Training And Development Professional would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Training Program Budget Template
3. Employee Development Budget Template
4. Travel and Accommodation Budget Template
5. Training Materials and Resources Budget Template
Dashboards are a useful way for a Training And Development Professional to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Performance Dashboard
2. Training Effectiveness Dashboard
3. Learning and Development Dashboard
4. Talent Management Dashboard
5. Employee Engagement Dashboard
For bidding or requesting work, a Training And Development Professional 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. Employee Training Program Proposal
2. Leadership Development Proposal
3. Performance Management Proposal
4. Diversity and Inclusion Training Proposal
5. Onboarding and Orientation Proposal
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 And Development Professional 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.
