Training Officer Templates

Training Officer Templates

There is a huge number of templates that someone in the Training Officer 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 Officer. 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 Report Template
10. Training Certificate Template

Reports

Reports are often prepared by a Training Officer 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 Budget Report
7. Training Feedback Report
8. Training ROI Report
9. Training Compliance Report
10. Training Trends 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 Officer 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 Policy and Procedure SOP
9. Training Material Development SOP
10. Training Compliance and Audit SOP

Presentations

Training Officer 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 Officer 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. Training Evaluation Form Template
5. Copyright Release Form Template

Health & Safety Templates

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

1. Monthly Training Calendar
2. Staff Development Calendar
3. Classroom Schedule Calendar
4. Training Program Calendar
5. Professional Development Calendar

Invoice Templates

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

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

Meeting Agendas

Having premade Training Officer 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 Allocation Meeting

Budget Templates

To manage finances well, a Training Officer 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. Training Venue and Equipment Budget Template
5. Professional Development Budget Template

Dashboards

Dashboards are a useful way for a Training Officer 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 Feedback Dashboard
5. Training Budget and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Training Officer 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 Skills Enhancement 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 Officer 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.