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com
Copyright 2003-2011

TRAINING PROGRAM DESIGN TEMPLATE INSTRUCTIONS

Who uses this template:

Users of this template include:

Internal and external training consultants

Training and Learning Managers

Trainers

Instructional Designers

Users may be working in:

public education institution undertaking vocational training

private organization training employees in specific skills

consulting organization supplying consulting services to third parties

When to use this template:

Use this template when:

designing a structured training program following a needs analysis and as a precursor

to training program development

there is a need to document the results of the design activity

How to use this template:

1. Copy the template and this guide to your computer
2. Read this guide (explanatory text is shown in blue)
3. Delete items in the template not relevant to your project
4. Save the template file with your own project name
5. Modify headers and footers in the template to suit your organization
6. Work through and complete each section of the template using this guide
7. To maintain integrity of Table of Contents, use existing three levels of headings: Heading 1,
Heading 2 and Heading 3
8. To update the Table of Contents, place cursor inside Table and press F9
9. Save the template file with your own project name
10. Print the final document (set paper size to your own media, e.g. Letter or A4)

www.businessperform.com
Copyright 2003-2011

MY COMPANY

TRAINING AND DEVELOPMENT PROGRAM

PROJECT NAME

TRAINING PROGRAM DESIGN

TEMPLATE GUIDELINES

Version 2.0
01-Mar-11

Training Program Design Template Guide Sample

30-Mar-11

DOCUMENT STATUS
Version Number:

0.1 to 0.9 for draft versions, 1.0 upwards for released versions

Status:

Draft, Released, Controlled or Obsolete

Author:

The main author of this document

Release Date:

The date this document was officially released

Circulated To:

The names of the recipients of this document

VERSION HISTORY
Version

Status

Date

Author

Change

0.1

Draft

22-Mar-11

Joe Bloggs

Initial draft

1.0

Controlled

4-Apr-11

Joe Bloggs

Initial released
Brief description of the changes to
the document from the previous
version

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DOCUMENT APPROVAL
This section is to be used as a sign-off sheet for the document.
All senior project personnel to sign-off the document in the area below.

Name

Position Title

Signature

Date

John Steele

Production Manager

.........................................

....................

Henry Houdini

Quality Manager

.........................................

....................

Jo Stalin

HR Manager

.........................................

....................

.........................................

....................

.........................................

....................

.........................................

....................

.........................................

....................

.........................................

....................

.........................................

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TABLE OF CONTENTS
To update the Table of Contents, click anywhere inside the table and press F9.

EXECUTIVE SUMMARY .................................................................................................................. 7

INTRODUCTION .............................................................................................................................. 8
2.1

Purpose ..................................................................................................................................... 8

2.2

References ................................................................................................................................ 8

2.3

Scope ......................................................................................................................................... 8

2.3.1 Included .................................................................................................................................. 8

2.3.2 Excluded ................................................................................................................................ 8
3

CURRENT SITUATION .................................................................................................................... 8

PROGRAM OBJECTIVES ................................................................................................................ 8

4.1

Organization/Organizational Unit Objectives ............................................................................. 8

4.2

Training Program Objectives ..................................................................................................... 9

SOLUTION CONSTRAINTS ............................................................................................................. 9

RESOURCE REQUIREMENTS ....................................................................................................... 9

6.1

Funding and Labor Source ........................................................................................................ 9

6.2

Development Costs ................................................................................................................... 9

6.3

Implementation Costs .............................................................................................................. 10

6.4

Evaluation Costs ...................................................................................................................... 10

6.5

Development Schedule ........................................................................................................... 10

6.6

Implementation Schedule ........................................................................................................ 10

6.7

Evaluation Schedule ................................................................................................................ 11

COMMUNICATION STRATEGY .................................................................................................... 11

PROGRAM DESIGN....................................................................................................................... 11
8.1

Design Model ........................................................................................................................... 11

8.2

Terminal Learning Outcomes .................................................................................................. 12

8.3

Program Duration .................................................................................................................... 12

8.4

Participants .............................................................................................................................. 12

8.5

Special Needs .......................................................................................................................... 12

8.6

Learning Styles ........................................................................................................................ 12

8.7

Mandatory/Recommended Participation ................................................................................. 13

8.8

Program Format....................................................................................................................... 13

8.9

Mode of Delivery ...................................................................................................................... 13

8.10

Subject Matter Experts ............................................................................................................ 13

8.11

Prerequisites ............................................................................................................................ 13

8.12

Content Structure and Sequence ............................................................................................ 13

8.13

Participant Practice and Feedback .......................................................................................... 14

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8.14

Assessment ............................................................................................................................. 14

8.15

Remedial Actions ..................................................................................................................... 15

8.16

Program Evaluation ................................................................................................................. 15

8.17

Transfer of Learning ................................................................................................................ 15

IMPLEMENTATION REQUIREMENTS .......................................................................................... 16

9.1

Proposed Milestones ............................................................................................................... 16

9.2

Training Administration ............................................................................................................ 16

10 TRAINING PROVIDER SELECTION CRITERIA ........................................................................... 16

11 RISKS, ASSUMPTIONS AND ISSUES .......................................................................................... 17
11.1

Risks ........................................................................................................................................ 17

11.2

Assumptions ............................................................................................................................ 17

11.3

Issues ...................................................................................................................................... 17

12 APPENDIX ...................................................................................................................................... 18

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EXECUTIVE SUMMARY

Current Situation
Explain briefly the current situation and how this precipitated the training and development need.

Program Objectives

Scope

LE

Explain briefly the objectives of the organization or organizational unit that the proposed training and
development program is designed to assist in achieving. Also explain briefly the subsidiary objectives
of the proposed training and development program itself.

Briefly outline the scope of the proposed solution; what is included and what is not included in the
proposed program.

Solution Constraints

State briefly the constraints to the training programs design and implementation.

Summary of Program Design

Briefly describe the overall program design. Include a diagram showing how the various parts of the
program are interrelated if this will assist understanding.

Resource Requirements

State briefly the resource requirements in terms of funds and labor for the development,
implementation and evaluation phases of the project.

Implementation Requirements

State briefly the project milestones, implementation needs and post-training transfer requirements.

Potential Risks

Identify the major areas of potential risk in developing, implementing and sustaining the impact and
effectiveness of the training and development program.

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Training Program Design Template Guide Sample

INTRODUCTION

2.1

Purpose

30-Mar-11

State the purpose of this document including its intended audience.

2.2

References

2.3

Scope

2.3.1

Included

LE

List here references to other documents. Other references may include business case, training needs
analysis and design standards.

Describe what is included within the boundaries of the project. Consider career levels, departmental
units, geographical locations and training support structures. Use itemized points and be specific
about what the training intervention includes.

2.3.2

Excluded

CURRENT SITUATION

Describe what is NOT included within the boundaries of the project. Consider any items that could be
assumed to be included but have been excluded. Where possible, state the reason for exclusion.
Use itemized points and be specific about what the intervention excludes.

Define the existing work environment, with special emphasis on the area in which the proposed
solution will operate. Document here the reasons for proposing the training intervention and briefly
explain the effect the current situation is having. Source documents may include the Business Case,
Project Definition and Project Plan.

PROGRAM OBJECTIVES

4.1

Organization/Organizational Unit Objectives

State briefly the overall organization or organizational unit objectives in designing and delivering the
proposed program. Consult the Training Needs Analysis and Project Plan documents for this
information. Templates to assist you complete these documents in a structured manner are available
from the Business Performance Pty Ltd website at www.businessperform.com.

Objectives may be such things as:

reduced error rates

improvement in staff morale

higher productivity

lower project lead time

The objectives will need to be specific to the program, measurable and timed.

2003-2011 Business Performance Pty Ltd

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Training Program Design Template Guide Sample

4.2

30-Mar-11

Training Program Objectives

List here the objectives of the training and development program itself. Consult the Training Needs
Analysis and Project Plan documents for this information.
These objectives are more learning and development focused and are narrower than the organization
or organizational unit objectives that they serve to assist in attaining. The program objectives will also
serve as a measure of the success of the program. If this information is not available, you will need to
construct the objectives yourself.
Program objectives may include the following:

participant satisfaction with the program

number of participants completing program
raw participants scores in assessment tasks

level of new skills usage in the workplace

number of coaches developed

LE

Ensure that the objectives specified are specific to the program, measurable and timed.

SOLUTION CONSTRAINTS

List here constraints to the training programs design and implementation. These constraints will
influence the design of the solution. This can save time and money, preventing people investigating
further options that may be unacceptable in the long run. The restrictions stated at this stage must be
absolute restrictions and not preferences.

Solution constraints may include:

budget

time of year for training sessions (financial year end)

time of day/night for training sessions (shift workers)

duration that participants may be released from work

location of training sessions

RESOURCE REQUIREMENTS

List here estimated costs and labor amounts required for the development, implementation and
evaluation phases of the project. Specify also the tolerance level of any cost or labor estimates.

6.1

Funding and Labor Source

State here the cost center/s to which program costs will be attributed and the sources of internal and
external labor.

6.2

Development Costs
Purchase our Training Projects Template Pack to
see all of the training project design document sections.

2003-2011 Business Performance Pty Ltd

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Training Program Design Template Guide Sample

30-Mar-11

For a customizable version of this template and full instructions for completing a
training project design document, check out our popular Training Projects
Template Pack. This template is simply one of a comprehensive set of form
templates and guides included within the Template Pack.
Our Training Projects Template Pack helps you
manage training program design, development and
delivery through all phases of your training project.
Rely on the experts to have you presenting a
professionally presented and complete report, form
or analysis in no time. The pack includes a
comprehensive User Guide, instructions for each
template and BONUS project measuring and
reporting tool.
The templates and guides included in the pack are:
Plan
1. Training Project Definition Template/Guide
2. Training Project Plan Template/Guide
3. Program Communication Plan Template

Analyze
4. Training Needs Analysis Template/Guide
5. Training Needs Analysis Worksheet

Design
6. Training Program Design Template/Guide

Develop
7. Learning Outcomes Template
8. Training Manual Template
9. Training Session Plan Template

Implement
10. Training Schedule Spreadsheet
11. Meeting Agenda Form
12. Meeting Minutes Form

Evaluate
13. Project Scorecard
14. Post-implementation Review Form

What our customers say ...

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Find out more and download the Training Projects Template Pack from
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