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.
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Evaluation Data Collection
Programme:
One row per competency. A level survives only if all four columns after the instrument answer yes.
| Cell | Designed | Instrument | Grain named | Baseline | Today | Max |
|---|---|---|---|---|---|---|
| C-01 | — | — | — | — | — | — |
| C-02 | — | — | — | — | — | — |
| C-03 | — | — | — | — | — | — |
| C-04 | — | — | — | — | — | — |
| C-05 | — | — | — | — | — | — |
| C-06 | — | — | — | — | — | — |
| C-07 | — | — | — | — | — | — |
| C-08 | — | — | — | — | — | — |
| C-09 | — | — | — | — | — | — |
Totals
| Row | What it counts | Value |
|---|---|---|
| T-1 | Designed level, summed | — |
| T-2 | Achievable with baselines captured | — |
| T-3 | Supported by evidence on hand | — |
| T-4 | Baseline 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.
What's in the pack
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.
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.
Session Plan
Every module with its day, slot, scheduled minutes and the competencies it serves, including the modules that serve none of them.
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.
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.
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.
Participant Workbook
What the learner writes in and takes back on shift, including the checklists they will actually be observed against later.
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.
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
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
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
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
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.
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