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 toolkit at the hands of any professional who is involved in any kind of change – to help increase your change success & performance.

Try it for 30 days. Money back guarantee.

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.

Try it for 30 days. Money back guarantee.

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 AGS Training Tracking Toolkit of your choice:

If you only need to enter your training at the division, department, group, and/or job title level, then you can use:

Our toolkits’ training records template comes in both Excel and online versions. As such, you can go with the version that best meets your training needs, and has three different tracking options to choose from. 

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 or any other project that requires tracking training progress.

Track training the way you want. We give you three ways to choose from!

The toolkit includes three best-in-class options for tracking your training:

1. Training Tracking & Management Toolkit (Simplified Template): Track all training activities in one database. View samples and a 360-degree analytics view of training groups.

Simplified Training Tracking Template2. Organizational -Level Training Toolkit: Track training activities in a handy database at an organizational level to keep track of progress by division, department, group, and job role.

Organizational-Level Training Tracking Toolkit

3. Training Management Toolkit (Split-Template): For more detailed tracking, with both training topics and training audience database templates, samples, and a 360-degree analytics view of training groups.

Split Template Training Tracking Toolkit

No Risk
Try it for 30 days. Money back guarantee.

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. You can also track at the individual level or the organizational level.

Choose from 3 Ways to Track Your Training Activities

You get three options in one tool for your training management needs so you can choose the one that best fits your project. Here is an overview of each one.

Training Tracking & Management Toolkit (Simplified Template)

Combined Training Audience & Topic Tracking 

If you’d rather track your trainees and topics in the same database, you can do that easily with our Training Tracking & Management Toolkit (Simplified Template). Add topics to the database and separately track trainee progress, due dates, scores, and more for each topic.

You have full control of topic names, and can add or delete topics as you need to. Keep an eye on trainee progress and due dates for each topic all in the same place.

Illustration: Employee Training Topic Tracking (Simplified Template)

Track Training Topics Simply

Request a Walkthrough of this Toolkit.

Training Management Toolkit (Split-Template Version)

Training Agenda Topics Template

The all-in-one training tracker and planning toolkit (split-template version) 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 (Split Template)

Employee training schedule template excel

Training Audience Template 

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
Try it for 30 days. Money back guarantee.

Request a Walkthrough of this Toolkit.

Organizational-Level Training Toolkit 

Training Template

Only need to track training by division, department, group, and/or job role and not per each trainee? Then the Organizational-Level Training Toolkit gives you a quick and easy way to do that. This template does not have an analytics dashboard, however your Template data can be exported to Excel where you can chart it as you like.  It’s designed for more simplified organizational-level training management.

Organizational-Level Training Database

Organizational-Level Training Management

Analytics & Reporting Dashboards

The Analytics Dashboards that come with your AGS change training tools give you real-time insights on your training schedule, a training scorecard, and more.

Both the Simplified Template and Split-Template tools have Analytics Dashboards that 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 the Split-Template tool, 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, which 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 (Split-Template Version) – Training Success Tracking

Training plan template excel - online

Sample Training Database (Simplified Version) – Training Success Tracking

Simplified Trainee Progress Tracking

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!

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.


We’ve created this Training Management Toolkit in the Cloud, which allows you to access the tool using any device. In addition, everything is saved in one place and available to come back to whenever required on any device you see fit. No more having to switch between tools! Or worrying about siloed spreadsheets or Excel limitations.

This Toolkit
(Cloud Version)
This Toolkit
(Downloadable/Excel Version)


USD / user / month.
Cancel anytime before your next recurring billing. 

  • Includes all relevant templates, samples, reporting dashboards, and dashboards with sample data.
  • Ongoing enhancements. Because the Cloud version is in the Cloud and we own the technology, we’re free to continuously innovate, enhance, and support the platform with new releases & free upgrades.
  • As we receive enhancement feedback from customers and identify new best-in-class change management practices, we integrate these into our Cloud versions, and upgrade existing users – free of charge – to increase their change performance and successes.
  • 30-days money back guarantee | Recurring payment | Cancel anytime you want.
  • Fully automated process (As you input data, your reporting dashboards are updated in real time).
  • Easily export your data to Excel or PDF.
  • Enterprise-level Online Security & Cyber-Protection
  • Best for: Change Practitioners, Consultants, Project Managers, Communication Specialists, Trainers, Change Champions/Agents, and many more.


One-time payment only.
Sales of our downloadable toolkits are final.

  • Includes all relevant templates, samples, reporting dashboards, and dashboards with sample data.
  • Purchasing our Downloadable/Excel version does not  include free entitlement to future enhancements or improvements. Your purchase is a one-time purchase only. Sales are final.
  • Partial automation (1-2 clicks needed to refresh reporting dashboards to show updated reports).
  • You need to have Excel installed in your computer to use the Downloadable/Excel version.
  • Best for: 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.

Recurring payment. USD / user / month.

Cancel anytime before your next recurring billing. 

Purchase & Download

One-time payment only.

Sales of our downloadable toolkits are final.

AGS Coaching Tool - All-in-One Change Management Software

(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. (The images below are from the Split-Template version.)

 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

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