Summary: Five free planning templates for growing organisations: an annual training plan, a training-needs analysis checklist, a build-or-outsource calculator, an LMS readiness checklist and a course maintenance register.
Practical planning tools

Turn scattered training requirements into a workable plan.

Use these templates to organise training needs, delivery priorities, LMS requirements, costs and course-maintenance responsibilities before you commission production.

Five tools for companies building a professional training capability.

Each download opens in Excel, Google Sheets or another spreadsheet application.

01 CSV template

Annual Training Plan Template

Map workforce groups, mandatory training, onboarding, process training, delivery owners and renewal dates.

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02 CSV checklist

Training-Needs Analysis Checklist

Identify role, process, compliance and performance gaps before commissioning courses.

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03 CSV calculator

Build or Outsource Calculator

Compare internal instructional design, media production, authoring, LMS administration and project-management costs with a managed plan.

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04 CSV checklist

LMS Readiness Checklist

Determine whether your organisation needs SCORM packages, LMS administration or a hosted delivery solution.

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05 CSV register

Course Maintenance Register

Track the course owner, source standard, version, approval, language, publication date and next review date.

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Send us the completed template.

We will recommend a practical production and delivery plan based on your workforce, requirements, deadlines and existing systems.