Training Consultant Templates

There is a huge number of templates that someone in the Training Consultant 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 Consultant. 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 Schedule Template
8. Training Materials Checklist Template
9. Training Progress Report Template
10. Training Certificate Template

Reports

Reports are often prepared by a Training Consultant 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 Completion Report
5. Training Effectiveness Report
6. Training Budget 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 Consultant does and how they do it.

1. New Employee Onboarding SOP
2. Training Needs Assessment SOP
3. Training Program Development SOP
4. Training Delivery SOP
5. Training Evaluation and Feedback SOP
6. Training Materials Development SOP
7. Training Record Management SOP
8. Training Budget Planning SOP
9. Training Calendar Management SOP
10. Training Performance Analysis SOP

Presentations

Training Consultant 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 and Overview Template
2. Training Objectives and Outcomes Template
3. Content and Curriculum Template
4. Assessment and Evaluation Template
5. Conclusion and Next Steps Template

Legal Docs

There are several key times when a Training Consultant 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. Consulting Services Agreement Template
5. Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Training Consultant 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. Training Attendance Record Template

Calendars

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

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

Invoice Templates

Several types of Training Consultant 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. Workshop Registration Invoice
3. Consulting Services Invoice
4. Online Course Enrollment Invoice
5. Training Materials Purchase Invoice

Survey Templates

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

1. Training Needs Assessment Survey
2. Participant Satisfaction Survey
3. Training Effectiveness Evaluation Survey
4. Training Program Evaluation Survey
5. Training Feedback and Improvement Survey

Meeting Agendas

Having premade Training Consultant 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. Curriculum Development Meeting
3. Training Delivery Planning Meeting
4. Evaluation and Feedback Meeting
5. Professional Development Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Training Program Budget
3. Travel and Accommodation Budget
4. Marketing and Advertising Budget
5. Professional Development Budget

Dashboards

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

1. Training Program Performance Dashboard
2. Learner Engagement Dashboard
3. Training Evaluation Dashboard
4. Training Budget and Expenses Dashboard
5. Training Needs Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Training Consultant 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. Leadership Training Proposal
4. Online Learning Course Proposal
5. Team Building Retreat 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 Consultant 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.

Training Consultant Templates