Training Manager Templates

Looking for Training Manager Templates to download? See the main templates that a Training Manager would use in their day-to-day work.

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Training Manager Templates

There is a huge number of templates that someone in the Training Manager 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 Manager. 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 Budget Template
6. Training Schedule Template
7. Training Materials Template
8. Training Feedback Survey Template
9. Training Progress Report Template
10. Training Certificate Template

Reports

Reports are often prepared by a Training Manager 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 Program Evaluation Report
3. Training Attendance Report
4. Training Completion Report
5. Training Effectiveness Report
6. Training Cost Analysis Report
7. Training Feedback Report
8. Training ROI Report
9. Training Compliance Report
10. Training Trends and Analysis 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 Manager 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. Performance Management SOP
7. Training Record Management SOP
8. Training Budget Management SOP
9. Training Vendor Management SOP
10. Training Compliance SOP

Presentations

Training Manager 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. Leadership Development Workshop
4. Performance Evaluation Review
5. Professional Development Seminar

Legal Docs

There are several key times when a Training Manager 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. Training Program Evaluation Template
4. Intellectual Property Assignment Agreement Template
5. Consent and Release Form Template

Health & Safety Templates

Health & Safety templates for a Training Manager 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 Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Training Schedule
2. Employee Attendance Calendar
3. Training Room Availability Calendar
4. Training Evaluation Calendar
5. Professional Development Calendar

Invoice Templates

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

1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Training Program Evaluation Survey
4. Instructor Evaluation Survey
5. Post-Training Knowledge Assessment Survey

Meeting Agendas

Having premade Training Manager 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 Team Meeting
2. Staff Development Meeting
3. Curriculum Review Meeting
4. Training Needs Assessment Meeting
5. Training Evaluation Meeting

Budget Templates

To manage finances well, a Training Manager 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 Program Evaluation Budget Template

Dashboards

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

1. Training Program Performance Dashboard
2. Employee Training Completion Dashboard
3. Training Needs Assessment Dashboard
4. Training Evaluation and Feedback Dashboard
5. Training Budget and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Training Manager 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 Needs Assessment Proposal
2. Professional Development Workshop Proposal
3. Leadership Training Program Proposal
4. Online Learning Platform Proposal
5. Employee Onboarding and Orientation 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 Manager 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.

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