Training Coordinator Templates

There is a huge number of templates that someone in the Training Coordinator 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 Coordinator. 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 Evaluation Form
3. Training Attendance Sheet
4. Training Needs Assessment Survey
5. Training Feedback Report
6. Training Budget Spreadsheet
7. Training Materials Inventory List
8. Training Session Plan
9. Training Certificate Template
10. Training Program Evaluation Report

Reports

Reports are often prepared by a Training Coordinator 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 Budget Report
5. Training Completion Report
6. Training Effectiveness Report
7. Training Feedback Report
8. Training ROI Report
9. Training Compliance Report
10. Training Progress 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 Coordinator 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 SOP
6. Training Record Management SOP
7. Training Budget Management SOP
8. Training Calendar Management SOP
9. Training Material Development SOP
10. Training Vendor Management SOP

Presentations

Training Coordinator 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. New Employee Orientation
3. Professional Development Workshop
4. Performance Evaluation Review
5. Training Needs Assessment

Legal Docs

There are several key times when a Training Coordinator 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. Consent Form Template
4. Liability Waiver Template
5. Copyright Release Template

Health & Safety Templates

Health & Safety templates for a Training Coordinator 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 Coordinator 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 Reservation Calendar
4. Training Evaluation Calendar
5. Professional Development Calendar

Invoice Templates

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

1. Employee Training Satisfaction Survey
2. Training Needs Assessment Survey
3. Training Program Evaluation Survey
4. Trainer Effectiveness Survey
5. Training Impact Assessment Survey

Meeting Agendas

Having premade Training Coordinator 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 Budget Review Meeting

Budget Templates

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

1. Monthly Training Expenses Template
2. Staff Training Budget Template
3. Training Materials and Resources Budget Template
4. Travel and Accommodation Budget Template
5. Training Evaluation and Feedback Budget Template

Dashboards

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

1. Training Attendance Dashboard
2. Training Evaluation Dashboard
3. Training Budget Dashboard
4. Training Compliance Dashboard
5. Training Performance Dashboard

Proposal Templates

For bidding or requesting work, a Training Coordinator 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

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Training Coordinator Templates