River
Y CombinatorBacked by Y Combinator
Log InStart Free
FREE TEMPLATE

Corporate Training Programme Template

Six documents and three sheets that cap every evaluation level to the data your systems can actually produce, before delivery starts.

Edit with AIDownload (.docx + .csv)

Free download  ·  No account needed

What you get

Pack of 9 files: 6 documents, 3 spreadsheets

Corporate Training Programme Template
  • How the Programme Is CheckedDocument
  • Programme DesignDocument
  • Evaluation PlanDocument
  • Facilitator GuideDocument
  • Participant WorkbookDocument
  • Session Deck ContentDocument
  • Competency to Module MapSpreadsheet
  • Session PlanSpreadsheet
  • Evaluation Data CollectionSpreadsheet
RiverCorporate Training Programme Template

Evaluation Data Collection

Programme:

One row per competency. A level survives only if all four columns after the instrument answer yes.

CellDesignedInstrumentGrain namedBaselineTodayMax
C-01——————
C-02——————
C-03——————
C-04——————
C-05——————
C-06——————
C-07——————
C-08——————
C-09——————

Totals

RowWhat it countsValue
T-1Designed level, summed—
T-2Achievable with baselines captured—
T-3Supported by evidence on hand—
T-4Baseline window closes—

Max is the column a training plan has no room for, and it is the one that decides what the sponsor can be told.

Every corporate training programme template is the same table: name, topic, delivery method, date, status. The better guides add that the evaluation belongs in the design rather than after it, and the federal guide for assessing training effort asks for agreement up front on what success is and how it will be measured. Both are right, and both then hand over a blank grid with one row per level. Neither asks the question that decides what the readout can say, so this pack asks it per competency and does the arithmetic.

Barrowdale Logistics, a regional third-party logistics operator, is running Inbound Operations Team Lead to 34 team leads in three cohorts. 14 competencies came out of the job task analysis, nine modules were built, 755 contact minutes were scheduled. 660 of those minutes reach a competency on the register and 95 do not. 3 competencies have no module at all, and one of the three is rated 5 of 5 for criticality.

Then the third join. The plan promised 43 levels across the register, 32 are achievable and 28 are supported today. Level 4 was promised on 6 competencies and 3 can carry it, because a dock turn time names an appointment and a damage rate names a site. 11 of the 15 lost levels need a systems change; the other 4 need a reading pulled before day one. Where an expert is the only source of the content itself, start with the interview.

The programme that promised 43 levels and can carry 28

The evaluation join, the minute allocation against the criticality ranking, and the baseline window.

Corporate Training Programme Template
RiverEvaluation Levels

Evaluation Data Collection

43 levels promised, 28 the data carries

Barrowdale Logistics, Inbound Operations Team Lead. Grain is the finest unit the source data names.

CellDesGrainBaseNowMaxGap
C-014AppointmentOn hand22system
C-024IndividualOn hand44holds
C-034ClaimOn hand22system
C-043IndividualOn hand33holds
C-052NoneNone11system
C-064IndividualOn hand44holds
C-074IndividualTo pull24by day 1
C-082NoneNone11system
C-093SiteOn hand22system
C-101IndividualNone11holds
C-113IndividualTo pull23by day 1
C-122IndividualNone11system
C-134NoneNone11system
C-143IndividualTo pull23by day 1
Summed43——283211 + 4

Level 4 was promised on 6 competencies and 3 can carry it. 11 of the 15 lost levels are a systems change, 4 are a report nobody has pulled yet.

RiverCoverage and Minutes

Competency to Module Map

755 minutes, 660 of them on the register

Module minutes allocated back to the competencies each module serves, then read against the analysis’s own ranking.

CriticalityCompetenciesAllocated minutesShare
5 of 5318027%
4 of 5632549%
3 of 53508%
2 of 5210516%
Allocated14660100%
Off registernone9513% of two days

The rows nothing teaches

CellCompetencyCritMinPromised
C-05Build a mixed pallet to the customer's stack spec30level 2
C-13Complete a temperature excursion record50level 4
C-14Close the inbound day and release the receipt file40level 3

Reslotting a fast mover and coaching a new picker, both rated 2 of 5, hold 105 of the 660 minutes. Completing a temperature excursion record, rated 5, holds none. The other 95 minutes are a welcome and a WMS release note.

RiverBaseline Window

Evaluation Plan

Three readings, 24 days to pull them

Each reaches its designed level if it is captured before the first cohort, and never afterwards.

CellReading to captureOwnerProtects
C-07Variances closed to a named root causeInventory controllerlevel 4
C-11Handover completeness against the shift checklistShift managerslevel 3
C-14Receipt file release timeWMS administratorlevel 3

What no deadline can fix

CellMeasureWhy it is cappedDesMax
C-01Dock turn timeNames an appointment, not a person42
C-03Claim recovery rateNames a claim, not a person42
C-05—No instrument named at all21
C-08—No instrument named at all21
C-09Damage rateNames a site, not a person32
C-12Post-course ratingA rating is not a score21
C-13Excursion recordsOn paper in a folder, never keyed in41

Dock turn time and claim recovery rate are good business measures. Neither carries a name, so neither can say anything about a person who sat in a room.

Edit with AI

What's in the pack

01

Evaluation Data Collection

One row per competency: the instrument, the system behind it, the grain the data names, the baseline, and the level that survives all four questions.

02

Competency to Module Map

The register with its own ratings intact, the modules that teach each competency, the minutes allocated, and the rows nothing teaches.

03

Session Plan

Every module with its day, slot, scheduled minutes and the competencies it serves, including the modules that serve none of them.

04

Evaluation Plan

Designed against achievable, split into levels capped by a system and levels at risk until day one, with a dated baseline schedule. Where a specific regulation is what mandates the training, though, the proof it demands runs on a separate register.

05

Programme Design

The coverage figure, where the minutes went against the criticality ranking, and the design decisions taken with the name of who took them.

06

Facilitator Guide

Module by module in delivery order, with the competencies each serves, the check that tells you it landed, and what to cut when time runs short.

07

Participant Workbook

What the learner writes in and takes back on shift, including the checklists they will actually be observed against later.

08

Session Deck Content

Every slide's assertion, its content and what the facilitator says over it, as content a deck gets built from rather than a slide file.

09

How the Programme Is Checked

The three joins and the four questions written out, with the arithmetic and the three things the method deliberately refuses to settle.

How to use it

  1. 1

    Open it in River, or download it

    Open the pack in River and have the agent run all three joins on your own programme, or download the nine blank Word and CSV files with no account.

  2. 2

    Send the register, not a topic list

    The job task analysis output with its ratings, the module list with timings, and the existing materials. A competency list written in a meeting is the thing this avoids.

  3. 3

    Answer the systems question

    For each competency, what report exists, which system it comes from, and whether it names the individual or only a site, a shift, a claim or an appointment.

  4. 4

    Read the two gap columns apart

    Capped by a system and at risk until day one look identical in a status meeting and cost completely different things. Only one of them has a deadline.

Frequently asked questions

Is this template free?

Yes. Download all nine files as Word documents and CSV sheets with no signup and no card. Edit with AI is the optional path, where the agent runs the three joins against your own register, timetable and reporting systems. The rest of the packs sit in the template library.

What format are the downloaded files?

Word documents (.docx) for the design, the plan, the facilitator guide, the workbook, the deck content and the method explainer, and CSV (.csv) for the three sheets, zipped together. They open in Word, Pages, Google Docs, Excel, Numbers and Sheets. In River the same content opens as live Docs and Sheets.

Do I need a job task analysis first?

It works much better with one, and the pack says so rather than quietly proceeding. Designing modules against a competency list somebody wrote in a meeting is the failure this space exists to catch. Run the analysis first if you have not, and note that a competency is not a learning outcome, so outcomes are a different artifact.

Is the four-level model not dated?

The criticism is fair and it is about how the levels get used rather than whether they name real things. The federal training evaluation field guide lists considering evaluation only after the initiative is under way as a pitfall. Any other scheme joins the same way, including standards against dated evidence.

What if the measure names a site rather than a person?

Then the level is capped there and the sheet records which grain the data carries. This is the column that quietly decides most level 3 and level 4 claims. The row then reports at level 2 on an exercise marked against a stated standard, and the sponsor is told which rows moved.

Can it produce the actual slide deck?

It produces the content of every slide, slide by slide, with the assertion and the facilitator note. It does not render a PowerPoint or Keynote file and the pack says so on the document itself. Build the deck in whatever your organisation uses and keep the document as the source.

Delivery starts next week. Is it too late?

Partly, and the pack will tell you which part. Anything needing a reading from before delivery is recoverable right up to the first cohort and never afterwards, which is why the baseline rows carry a date. Federal agencies must evaluate training annually against mission accomplishment, and a missed window makes that impossible for a year.

Sources

  1. GovInfoHuman Capital: A Guide for Assessing Strategic Training and Development Efforts in the Federal Government (opens in a new tab)
  2. OPMTraining Evaluation Field Guide (opens in a new tab)
  3. eCFR5 CFR 410.202 — Responsibilities for evaluating training (opens in a new tab)

Written by

Chandler Supple

Co-founder & CEO, River

Chandler has spent the last six years working in AI, building tools for millions of users and Fortune 100 companies. In 2025, he co-founded River to build a new kind of operating system for AI agents.

LinkedInGitHubX

Reviewed by

Brian Joseff, Co-founder, River

LinkedInX

More free templates

Compliance Training Documentation Template

Compliance training documentation template naming which of three evidence forms, a certification, transcript or timestamped report, each requirement demands.

Job Task Analysis Template for Training

Job task analysis template that scores every task twice, as a weighted composite and through a decision table, then shows where the two disagree.

Training Effectiveness Measurement Template

Training evaluation template that reads a business result two ways and reports the training's isolated effect as a range, with the confound named.

Academic Policy Documentation Template

Policy documentation template that checks every published policy against the version your committee approved, split into match, stale, unapproved and missing.

Find out what your programme can be shown to have done

Download the blank pack as Word and CSV files, or open it in River and have all three joins run against your own register, timetable and reporting systems.

Edit with AI