An Employee Training Plan Template Built Around Real Tasks

Use it when current staff take on new tasks, when a changed procedure has to reach a whole role, or when you plan a role's training for the coming months. For a new hire's first weeks, the onboarding plan template fits better. Write one plan per role and copy it for each person.

Fill out the header, then add one row per task in the order the person should learn it. Write each goal by answering OSHA's question for training objectives: what should the participant be able to do differently after the training? Name the source behind each task, a trainer, a target date and a check you can watch, not a signature. Use the blank form below and the fictional example, a day spa with two locations planning for an attendant moving up to lead attendant.

• Employee: copy the plan for each person and write their name here
• Role: lead attendant at both locations
• Plan owner: Dana, the spa manager, who approves every change
• Start date: the week the attendant starts leading shifts
• Review date: the end of the plan, when the next block is set

Download the blank template: CSV · Markdown (.md) · Word (.docx)

Read the plan row by row. A task with no source teaches whatever the trainer remembers that day. A goal with no check is a hope, and a row with no trainer waits for whoever has time. Decide how you will check each task before training starts; OSHA makes a similar recommendation in its guidance on process safety training, where evaluation methods are developed alongside the training goals and objectives.

The plan owner decides which tasks go in, in what order, and when a person is ready. Elvina fills out a sample plan for the role you name, keeping what she cannot know as placeholders, and from your approved SOPs she drafts a lesson, a job aid and a check for each row, available now. Reminders before a target date are planned, not available today.

• Draft: a lesson for each row from its source, for the owner to edit and approve
• Assign: your manager assigns the approved lessons on the Learning Platform and reviews completion by person
• Check: a quiz or scenario checks understanding; for hands-on tasks, the trainer watches the work and records the result in the plan

Public sources, checked on the date shown.

• OSHA's training resource says objectives should answer what the participant should be able to do differently, or more effectively, after the training is completed. Source: https://www.osha.gov/sites/default/files/publications/osha3824.pdf (checked 2026-10-26).
• In its guidance on training under the process safety standard, OSHA says the means for evaluating training should be developed along with the program's goals and objectives. Source: https://www.osha.gov/sites/default/files/publications/osha2254.pdf (checked 2026-10-26).