Template
Staff training plan template
A staff training plan says who needs what training, by when, how it will be delivered and how you will know it happened. This template gives you the matrix, the calendar and the evidence columns, for a school, a care provider, a charity or a company.
No credit card required. Free plan available.
How to use this template
Start with the roles, not the courses. List the roles in the organisation, then for each role the training that is mandatory (statutory, regulatory, contractual) and the training that is developmental. The matrix in section 2 is the heart of the plan; everything else hangs off it.
Then plan delivery: which topics are live sessions, which are self-paced, when in the year each runs, and who owns it. Finally decide what counts as evidence for each topic — attendance, a pass on an assessment, a certificate — so the record is defined before the training starts rather than reconstructed afterwards.
The template
Everything in square brackets is yours to replace.
1. Scope
| Field | Your entry |
|---|---|
| Organisation / site | [Name] |
| Period | [e.g. academic year 2026/27] |
| Owner | [Name and role] |
| Approved by | [Name, date] |
| Regulatory drivers | [e.g. inspection framework, CQC, sector body, contract] |
2. Training matrix by role
One row per topic. Mark each role M (mandatory), D (developmental) or – (not required). Add columns for your roles.
| Topic | Frequency | [Role A] | [Role B] | [Role C] | Evidence required |
|---|---|---|---|---|---|
| [e.g. Safeguarding refresher] | [Annual] | M | M | M | [Attendance + assessment pass] |
| [e.g. Data protection] | [Annual] | M | M | D | [Assessment pass] |
| [e.g. Fire safety] | [Annual] | M | M | M | [Attendance] |
| [e.g. First aid] | [3-yearly] | D | M | – | [External certificate] |
| [e.g. Leadership programme] | [Once] | D | – | – | [Completion certificate] |
3. Delivery calendar
When each topic runs, how, and who owns it.
| Topic | Delivery | Date(s) | Owner | Capacity / cohort |
|---|---|---|---|---|
| [Topic] | [Live session / self-paced / blended / external] | [Dates] | [Name] | [e.g. all staff; new starters cohort] |
4. Induction for new starters
The subset of the matrix a new starter must complete, with deadlines counted from their start date.
| Topic | Deadline | Delivery | Evidence |
|---|---|---|---|
| [Topic] | [e.g. before first shift / within 2 weeks / within 3 months] | [Delivery] | [Evidence] |
5. Tracking and evidence
- Where the record lives: [system / spreadsheet / Learner Journey workspace]
- What counts as complete for each topic: [attendance / assessment pass / certificate]
- Who checks the record and how often: [name, monthly]
- How overdue training is chased: [reminder, escalation]
- What is exported for audit or inspection: [report, certificates]
6. Review
| Review date | Completion rate | Gaps and overdue | Changes to the plan |
|---|---|---|---|
| [Termly / quarterly] | |||
| [Year end] |
Select the template above and paste it into any document. Square-bracketed text is yours to replace.
Running the plan in Learner Journey
- 1
Roles become cohorts
Create a cohort per role or site so a topic can be assigned to everyone who needs it in one action.
- 2
Self-paced topics become learning paths
Assign each with a due date and the mandatory flag; assignment notifies people automatically.
- 3
Live topics become events
Internal-only events with registration and check-in; attendance certificates issue automatically.
- 4
Evidence is defined by the path
Put a quiz or assessment with a pass mark at the end where a pass is required.
- 5
Tracking is the compliance report
Completed, overdue and stale per topic; nudges sent from the report and logged; CSV export for section 6.
Related pages
CPD Plan Template
Free CPD plan template: goals, activities, evidence, activity log and review, with steps to run it as events, paths and certificates.
Safeguarding Training Template
Free safeguarding training plan template: levels, frequency, calendar, policy acknowledgement, the record and escalation, with steps to run it in Learner Journey.
Staff Training Platform
Staff training platform for schools: AI-built courses, INSET sessions as events with check-in, mandatory training with due dates and certificates.
Mandatory Training Management
Mandatory training management: cohort assignment with due dates, completed/overdue/stale reporting, logged reminders and verifiable certificates.
Compliance Training & Reporting
Assign mandatory training to cohorts, report on passes and staleness, and send logged nudge emails for audit.
Resources
Free on-page templates for CPD, staff training and safeguarding training plans, plus the AI builders and tutorials.
Frequently asked questions
- Is this a training matrix?
- Section 2 is. The rest of the template — calendar, induction, evidence, review — is what turns a matrix into a plan.
- How do I handle annual refreshers?
- Give each topic a frequency in the matrix. In Learner Journey, re-assign the path when the cycle comes round; the stale flag surfaces anyone whose training has aged.
- Can new starters be tracked separately?
- Yes — section 4 is the induction subset. In Learner Journey, a new-starter cohort receives the induction paths with deadlines counted from assignment.
Turn the plan into a programme
Create a free workspace and set up the events, learning paths and certificates the template describes.
No credit card required. Free plan available.