Training Plan Template, Sample, Tool

for Planning, Developing, and Managing Training Programs

A Top Training Management Toolkit with Streamlined Templates and Advanced Reporting Dashboards

As a Senior Training & Change Management Consultant, I have successfully delivered training to over 50,000 employees and users across Intel, Accenture, Cisco, Apple, Deloitte, Capital One, HSBC, Goldman Sachs, and other large firms.

Throughout my training career, a major challenge I have seen impacting most training practitioners has been a lack of a streamlined and standardized best-in-class employee training plan, template, and tool for planning, tracking, and managing all aspects of their training programs.

As a Pioneer of best employee enablement tools, and a strong Advocate of the training, change management, and HR communities, I decided to work with AGS Designers and Developers to launch the top-ranking all-in-one training planning and training audience management toolkit below that you can obtain and use for your training needs.

Ogbe Airiodion
Senior Change Management Leader

 Our goal is to place this training management toolkit at the hands of everyone involved in employee training to increase your training successes and your overall performance.

Spread the word.
Inform your colleagues about this powerful, and simple-to-use training plan template and tracking toolkit. 

Are You in a Different Region?

Question: “Hi AGS, I am in a different region, will the toolkit still work for me?”

Answer: Yes, most definitely! This toolkit was developed for change practitioners in the United States, Australia, the U.K., Canada, Philippines, India, Africa, Europe, Latin America, the Middle East, Asia, Asia Pacific (APAC), and in 152+ different countries.

It is truly a global change management toolkit for change managers and project managers irrespective of your current geographical location.

Video Review: Best Training Plan Template – Excel & Online Tool

Change Management Made Easy

There are many moving parts to change management as well as developing and implementing an employee training plan. You have to identify the skills and proficiency gaps for each user, develop training topics, measure progress for each trainee, and more! AGS Cloud provides you with everything you need to plan and implement a successful training and enablement program.

AGS Cloud is equally suited to newbies and experienced change managers. These comprehensive tools and templates are designed to help those new to change management ramp up the learning curve with expert guidance as well as give seasoned change managers tools that are truly time-saving.

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.

Illustration: Employee Training Toolkit Dashboard

Training Score Card

Training matrix template excel - training performance tracking

Top Impacted User and Employee Training Management Matrix Template Database – Excel & Online Versions

An effective training and development program allows you to increase the success of your change adoption and enablement, which includes training new employees or existing employees that are impacted by an organizational change.

Existing employees often have to be trained to adopt new business processes, new or upgraded system implementation, culture changes, M&A integrations, new skills, and enabled to adopt other types of business changes.

If employees aren’t trained properly to become proficient in the new processes, then the change will fail to achieve desired results.

Key data points that need to be gathered and documented when conducting your training requirements assessments include the Who, Why, What, When, and How.

Gathering the various training audience information from your training assessments will be an ongoing process. As you progress with your training assessments, you should enter the information into the Training Audience Template Database that comes with our training tool.

Our toolkit’s training records’ template comes in both Excel and online versions. As such, you can go with the version that best meets your training needs.

Video DEMO of This Training Planning & Management Tool

Sample Training Tool – Training Record Template- Illustration

Training database and training checklist template

Training As Easy as 1-2-3!

AGS Cloud Employee Training Tool streamlines the process of planning and implementing an employee training program related to a change management plan.

  1. Use the Training Topics Database to detail training topics
  2. Use the Training Audience Database to detail user training progress
  3. See & share real-time training progress data in the Analytics Dashboard  

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.

Flexibility & Scalability

Your AGS employee training software’s template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few groups to large transformations that will impact thousands of employees, managers, customers, and external users.

Training Agenda Topics – Template Database

The all-in-one training tracker and planning toolkit also comes equipped with a training schedule template that allows you to document and track your training topics and curriculum.

This employee training schedule template is linked to the employee training database and automatically calculates the total number of Trainees for each assigned training topic.

Our training tool is set up to give you one comprehensive place to plan all your training activities:

  • Plan your training topics
  • Include topic details
  • Designate training delivery methods
  • Schedule training dates

Watch a Video Tutorial of This Training Tool

Illustration: Employee Training Schedule Template & Topics Matrix

Employee training schedule template excel

Training Audience – Template Database

Once you enter your training topics in the Training Topics Database, they will automatically populate into the Audience Database so you can easily chart each employee’s progress in each required training activity. This automated connection makes your work easier!

Our audience database is set up to give you one comprehensive place to manage all your trainees:

  • Add each trainee
  • Add trainee contact details
  • Note if the trainee has completed all training or not
  • Include trainee’s geographical location
  • Include trainee manager details
  • Chart each trainee’s progress on each training topic
  • Include as much additional information as you need on topics or trainees!

Filter database columns to quickly find a trainee or topic. You can also search columns to bring up a list of topics that still have training in progress or which are completed.

Add, delete, and import data into both databases. You have full control!

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.

Analytics & Reporting Dashboard

The Analytics Dashboard that comes with your AGS change training tool gives you real-time insights on your training schedule and a training scorecard.

The training tool’s Analytics Dashboard will also allow you to easily identify which employees, job roles, departments, and regions have the most and the least number of targeted trainees.

Your Analytics Dashboard is continuously up-to-date with the progress you or your team are making as you complete the steps and tasks needed for your training exercises.

This is going to save you tons of time when it comes to analyzing and presenting your data. Instead of having to spend hours pouring over your inputted information and trying to chart it into comprehensive insights – AGS Cloud has done it all for you!

Employee training plan template

In addition, you can quickly see which countries, cities, states, or regions have the highest or lowest levels of Trainees, and then plan your training delivery accordingly to accommodate time zones, local requirements, and other localization needs.

Training tracker excel and training matrix sample

Watch a Video Tutorial of This Training Planning & Management Tool

Training Success Tracking!

A key benefit of the employee training records template is the “Training Progress Score Card” section, that allows you to easily track (at a holistic level), the progress that Trainees are making towards completing their assigned training topics.

See the progress on a granular level in a glance!

Sample Training Database – Training Success Tracking

Training plan template excel - online

Don’t hesitate to contact Airiodion Global Services (AGS) if you have any questions about this top-ranking training guide template and the associated training matrix samples.

Video Tutorial – AGS Training Management Tool

Video Review of AGS Cloud  Training Toolkit & Templates.

Video Review of AGS Excel Training Toolkit & Templates.

Why Use AGS Cloud for Your Change Project?

  • Saves you tons of time 
  • Based on industry-standard change methodologies
  • Can be used by both beginners and experienced change managers
  • Change teams can collaborate together online
  • Automatic reporting that is always current with your data
  • You can access AGS Cloud from any device
  • Keeps you from dropping any balls 
  • Makes you look good with smart analytics!

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.

What’s Inside the AGS Training Management Module?

  • Free change management templates & roadmaps
  • Guides and best practices
  • Instant analytics as you input data (no spending hours trying to create reports)
  • Ability to upload your data from a spreadsheet or key it into the AGS Cloud interface
  • Master organizational lists that populate into all modules as dropdown options
  • Ability to add on special features like knowledge library access or a live dedicated Senior Change Manager as a resource
  • and More!

Don’t hesitate to let us know if you have any questions or feedback about this training software tool that allows you to effortlessly track employee training.


No Risk – 30-Day Money Back Guarantee (Cloud Version)

Multiple Options: We’ve created the Toolkit in the Cloud and also created a downloadable Excel version to increase the number of options available to you.

DifferencesCloud VersionExcel Version
Regular Price$37.50$187.50 
DiscountsGet 20% off today. Use Coupon Code: AGSHSE20% Get 20% off today. Use  Coupon Code: AGSHSE20% 
Today’s Discounted Price$30

USD per user per month


USD per user per one-time payment

Add-to-CartAdd to CartAdd to Cart
Recurring PaymentYes (Monthly)No (One-time payment only)
Cancel Anytime You WantYes (Cancel before your next billing)No (Payments are final)
30-Days Money Back GuaranteeYesNo
Templates with SamplesYesYes
Reporting DashboardsYesYes
Dashboards with SamplesYesYes
Free Additions: Change Plan, Change Deliverables & Tasks Checklist, Change Roadmaps, Strategic Playbook, and Project Mgt Tracking PlanYesYes
Real-time AnalyticsAutomated process (As you input data, your reporting dashboards are automatically updated in real time)Manual process (1-click manual refresh needed)
Ability to Upload your Data from a Different Spreadsheet Yes (Seamless upload feature)No (But can copy/paste)
Export Your DataYes (Export your data to Excel or PDF)Not applicable
Automatic Daily Data Backup
Available Data Rollback FeatureYesNo
Add Teammates and UsersYes (Others can be added to your account)Yes (Single User License required for each)
Add-to-CartAdd to CartAdd to Cart
Search & Filtering CapabilitiesEnhanced Searching & Filtering CapabilitiesBasic Searching & Filtering Capabilities
Enterprise-level Online Security & Cyber-Protection of Your DataYesNot applicable to downloadable toolkits
Free Surveys & QuestionnairesYes (Selected AGS Toolkits)Yes (Selected AGS Toolkits)
Free Enhancements Based on Ever-Changing Change Mgt PracticesYes
(Because the Cloud version is in the Cloud and we own the technology, we’re free to continuously innovate, enhance, improve, and support the platform)
(The Excel version does not include future enhancements or improvements. It’s a one-time purchase only.)
Free Upgrades & Ongoing Toolkit OptimizationYes (Free auto upgrade)No (The Excel version is a downloadable version, but because Excel is a Microsoft platform, we are limited on how we can support it.)
Best forChange Practitioners, Consultants, Project Managers, Change Managers, Consulting Firms, HR, Project Resources, Admins, Communication Specialists, Change Management Teams, Trainers, Coaching Practitioners, Change Champions/Agents, Government Agencies, Corporate Leaders, Marketers, and many more.Those who prefer Excel, and the ability to make their own customizations or technical changes to the toolkit. People who prefer to download and own the toolkit forever – without any future enhancements.
Add-to-CartAdd to CartAdd to Cart

AGS Employee Training Management Template Database

(and Get Instant Access!)

Impacted User & Employee Training Management Toolkit – Instant Analytics

One of the best features is the Analytics Dashboard of your employee training and enablement toolkit. Here are a few more screenshots to show you just how helpful it’s going to be for tracking, reporting, and managing your training program.

 Sample training plan template for employees

Employee training management matrix – Excel & online versions – easily track training progress.

Training checklist template and trainee score card reports

Training management matrix for employees – breakdown by job role and geographic locations.

Employee training software

Watch a Video Tutorial of This Employee Training Software Tool

(and Get Instant Access!)


Multi-prong question about sharing the Training Management Toolkit with other team members

Questions: Can I share this Training Toolkit with others? What are the requirements for the single-use license? If I have a colleague on the same project, can we use it separately and work on the project separately, or do we need to buy 2 licenses?

Answer: Our Training Plan Matrix and Toolkit is offered on a per user basis. You can add users to your account to collaborate with you, but they need to subscribe. Subscribing gives them their own single-user license. After you purchase the Training Management Toolkit, we will follow-up with additional details on the 3 quick steps for adding teammates and other users to sharing the tool with you.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our Training Management Toolkit are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the sample training plan template, and the main training matrix include tutorials?

Answers: Yes. And more. Our All-in-One Employee Training Log, Template, and Toolkit also includes video tutorials that provide you with a step-by-step walkthrough on using the Training Management Toolkit.

Can I upload (import) data into the Training Management Toolkit’s spreadsheets. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your Training Management Toolkit. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this Training Management Toolkit still work for me?

Answer: Yes. This tool was developed for the U.S., as well as for change managers in Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Training Management Toolkit platform.

Can I remove AGS branding and use my branding or firm’s logo?

Answer: Yes, you can replace AGS branding on your purchased Training Management Toolkit, when you add a customization or a value-add service plan to your order. 

If acquiring the Excel version of the Training Management Toolkit, add our Customization Service plan.

If acquiring the Cloud version of the Training Management Toolkit, add the “Value-Add Service – Premium” plan. Let us know if you have any other questions.

Can I upgrade at any time? Can I add more products later on?


You can add products or upgrade at any time, but some products may need to scale together with this Training Management Toolkit. Check out our All-in-One Toolkit for more details.

How are future enhancements/changes handled for this Training Management Toolkit?


• Future upgrades and changes to your Training Management Toolkit will be done periodically. Upgrades and future enhancements will always be free to customers.
• If you decide to go with the Excel version of this Training Management Toolkit, please note that our Excel products are considered final sales, meaning there are no upgrades, refunds, or changes to them after purchase. See also: Which Version Should I Go With? Cloud or Excel?

Watch a Video Tutorial of This Training Tool

(and Get Instant Access!)

Training Plan Template, Sample, Tool

Excellent ROI from the first month

Note: Content on Airiodion Global Services (AGS)'s website is copyrighted. If you have questions, comments, or tips about this Airiodion Global Services content or product, please contact Airiodion Global Services today.

External Sources: