Training Management Template Pack

Manage training through all phases of your training administration and evaluation cycle with this comprehensive set of form templates and guides.

Complete with comprehensive User Guide, instructions for each template and BONUS tool for diagnosing employee performance gaps.

Single License:
US $70.00
2 to 10 Licenses:
US $60.00
11+ Licenses:
US $45.00
22 Templates
Product ID:
View Details
Microsoft® Windows operating system
Microsoft Excel®, Microsoft Word®, PDF reader
Download Size:
2.9 MB

Product Features

Save Time

Why waste time developing documents and spreadsheets from scratch when you can be up and running quickly and easily with these inexpensive Microsoft Word and Microsoft Excel templates?

Focus on Implementation

No need to worry about formats and what to include and exclude.

Enhance Credibility

Rely on the experts to have you presenting a professionally presented and complete report, form or analysis in no time.

Customize to Your Needs

Each template is fully customizable to meet the specific needs of your business and comes complete with instructions on how to make full use of its power and versatility. If a template is not quite right, easily adapt it to match your organization's exact requirements.

Buy with Assurance

If this product does not meet our exacting quality standards, write to us within 30 days for a full refund.

Who Uses this Software?

  • Program Managers
  • Training and Learning Managers
  • Training Consultants
  • Training Co-ordinators
  • Trainers/Facilitators
  • Instructional Designers
  • Human Resource Managers
  • Human Resource Consultants
  • Managers and Supervisors

Use Comprehensively

Use these templates and guides for all facets of your training management and administration:

  • conducting and recording training needs analyses
  • selecting training vendors
  • creating training plans
  • writing session plans
  • planning employee development
  • training registration, scheduling and program setup logistics
  • assessing employee skills
  • printing certificates
  • evaluating trainers and training programs

Product Contents

This section lists all of the items contained within the supplied Training Management Template Pack zip file.

View full template descriptions

    • Employee Performance Diagnostic Tool
    • Training and Development Plan Form
    • Training Needs Analysis Worksheet
    • Training Needs Analysis Spreadsheet
    • Vendor Enquiry Form
    • Vendor Selection Matrix
    • Vendor Selection Matrix Sample
    • Learning Outcomes Template
    • Training Session Plan Template
    • Training Course Information Sheet
    • Training Registration Form
    • Training Schedule Spreadsheet
    • Training Course Setup Checklist
    • Training Attendance Form - Single Session
    • Training Attendance Form - Multi-session
    • Personal Action Plan Form
    • Skill Assessment Form - Individual
    • Skill Assessment Form - Group
    • Trainer Effectiveness Rating Form
    • Certificate of Completion
    • Certificate of Completion (Mail Merge)
    • Training Participant Feedback Form
    • Training Participant Feedback Spreadsheet
  • Training Management Template Pack templates

    Collection of Microsoft Word, Microsoft Excel and Adobe PDF tools, worksheets, forms and document samples as listed above

  • Training Management Template Pack User Guide


    Instruction manual with installation guide and complete description of each tool, worksheet and form contained within the template pack

  • Quick Start Guide


    Two page handy reference guide to identifying template files and using them productively as quickly as possible

  • License Agreement


    License terms stipulating usage rights and warranties for Training Management Template Pack


"The Training Management Template Pack had just what I was looking for! From the Employee Performance Diagnostic Tool to the Training Needs Analysis Spreadsheet, this group of invaluable documents allows me to gather, diagnose and organize a plan quickly and efficiently. Thanks Business Performance."

Tanya Ladd
Corporate Trainer

"As a training manager, I found the Training Management Template Pack especially helpful in documenting all the essential elements of a training plan."

Brenda M. Rodrigurez
BMR consulting

"I purchased the Training Management Template Pack for my organization. We are a new company and I have been charged with setting up the infrastructure of our training department. My team and I are using the template pack to set up training projects and our evaluation system. We are pleased with the resource and have found it very user friendly and adaptable."

Rayla Smoot
Kia Motors Manufacturing Georgia

"I found the templates and guides extremely helpful and very professional."

Karen Cull
Training Consultant

Licensing and Copyright

Your use of the Training Management Template Pack is strictly governed by the terms of the product's License Agreement. A Single User License allows the license holder and the license holder's training program participants to use the product as intended. Each person, or each employee in an organization using the product with training participants, requires a purchased license.

For example, if your organization employees three trainers to deliver programs, your organization will need to purchase three licenses. When ordering online, enter "3" in the Quantity field. If ordering by telephone, tell the customer service representative that you require 3 licenses. Quantity discounts apply when you purchase more than one license.

The License Agreement prohibits you from selling, renting, lending or distributing the product and from allowing access to unauthorized users across a network. This product is also protected by copyright laws and international treaty provisions. We retain full copyright in all of our materials and strictly prohibit the making of unauthorized copies.

Please note that this is a summary only of the license provisions and is not meant to interpret the meaning of or replace any or all of the license terms specified in the product's License Agreement. Please read the product's License Agreement prior to purchase as no refunds are given on the basis that you did not read or understand the License Agreement.

If you are an external consultant or trainer delivering services to client organizations or wish to include our materials in your training program, you will require an External Consultant or Training Materials License Agreement. Visit our Special License portal to find out more.

If your organization or site is large or your organization comprises a number of units or divisions, you may need a Site or an Enterprise License Agreement. Visit our Special License portal to find out more.

Product License Agreement

Product License Agreement Frequently Asked Questions

General License Agreement Frequently Asked Questions

Special Licenses

Product Support

User Guide

PDF DownloadTraining Management Template Pack User Guide

Free Upgrade

Existing customers who purchased Training Management Template Pack Version 2.0 after 1st July 2010 are eligible for a free upgrade to Version 3.0. Simply send proof of purchase to and we will promptly send you Version 3.0 to your email address. To find out which version you purchased, open the User Guide. The version is printed on the front cover.

Change History

Version Release Date Change
3.0 27 Apr 2011
  • Added Vendor Enquiry Form.
  • Added Vendor Selection Matrix template.
  • Added Vendor Selection Matrix Sample.
  • Added Training Session Plan Sample.
  • Updated Training Setup Checklist with new media.
  • Edited text in Employee Performance Diagnostic Tool.
  • Added instructions for adding rows in Excel 2007, 2010.
  • Added instructions for unlocking forms in Excel 2007, 2010.
  • Updated User Guide with install, file saving and mail merge instructions.
  • Added template hyperlinks to User Guide.
  • Minor format and style improvements to templates.
2.0 20 Apr 2008
  • Simplified installation process.
  • Updated install instructions.
  • Added Employee Performance Diagnostic Tool.
  • Added Certificate of Completion template and mail merge.
  • Added Skill Assessment Form - Individual template.
  • Added Skill Assessment Form - Group template.
  • Added Training Participant Feedback Spreadsheet template.
  • Improved questions in Training Participant Feedback Form.
1.0 12 Jan 2003
  • Initial Release

How to Buy

Payment Methods

Our flexible purchasing options include:

  • Credit Card (online)
  • PayPal
  • Bank/Wire Transfer
  • Check
  • Money Order
  • Purchase Order

Note: Not all payment options are available in all countries.

We accept all of the major credit cards.

Credit Cards

Credit Card

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select Credit Card as the Payment Method. You will be able to download your product from the final page of the order process. You will also receive a confirmation email with a download link within a few minutes.


Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select PayPal as the Payment Method. You will be sent to PayPal's log-in page. Once you log in and complete the transaction with PayPal, you will be returned to our Shopping Cart for a confirmation receipt and a download link. You will also receive a confirmation email with a download link within a few minutes.

Bank/Wire Transfer/Check/Money Order

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select your chosen payment method from the options displayed. Follow the on screen instructions on how to make payment. Upon payment, you will receive a receipt and download link to download your product.

Purchase Order

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select Purchase Order as the payment method. You will receive an invoice linking to the available payment options. Purchase Orders may be paid by credit card or check. Payment is due within 30 days. Upon payment, you will receive a receipt and download link to download your product.

Buy on CD

To receive the product on CD, select the Backup CD option on the Shopping Cart Order Form (extra US $12.95 applies). Please allow 7 to 14 business days for delivery by mail. Upon payment, you will also receive a download link so that you can start using the product immediately.

Give Gift

To give the product as a gift to a family member, friend or colleague, simply click the Give Gift link to the left of the Buy Now button. You will be taken to the Shopping Cart Order Form. On the Payment Info page, enter the gift recipient's details in the section provided.

Get Help

To get help before or during your purchase, contact Consumer Support. You will receive a prompt response from our order processor (FastSpring) to your question. You can also inquire about the status of your order once your purchase is confirmed.

Download and Install Product

To download the product zip file to your computer, click on the download link contained in the email we sent you. Save the file to a folder on your computer, taking note of where you saved it.

All product files are contained within the zip file you downloaded. Go to where the zip file is located and in Windows Explorer, right-click on the zip file. Select Extract All or Extract To from the list of options to extract all of the product files to your chosen location. Once you have extracted the files, navigate to the directory in which you extracted them. To get started, read the QuickStartGuide.txt file and check the License.txt file to verify your license obligations. If your computer does not recognize zip files, visit or to download the zip file extractor.

For installation problems and answers to other commonly asked questions,
visit our FAQ page


System Requirements:

Microsoft® Windows XP®/Windows Vista®/Windows® 7/Windows® 8/Windows® 10

Program Requirements:

Microsoft Excel® 2002(XP) or above, Microsoft Word® 2002(XP) or above, PDF reader

All reputable PDF readers will read our PDF files, including Adobe® Reader® and Foxit Reader.

Please note that our products are not designed to operate on Apple® and Linux systems (with or without Microsoft Windows® emulators). Business Performance Pty Ltd does not guarantee that our software will operate satisfactorily on these systems.

Training Management and Training Projects Pack Bundle
Training Template Packs Bundle

Save 20% now with our Training Template Packs Bundle.

You get our Training Management Template Pack for your training administration needs and our comprehensive Training Projects Template Pack for your program design and implementation requirements all in one super savings bundle.

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PDF Download

Sample Training Session Plan

Sample Training Session Plan

Complimentary sample completed training lesson plan.

PDF Download

Sample Training Course Setup Checklist

Sample Training Course Setup Checklist

Form instructions and sample page from our Training Course Setup Checklist.

PDF Download

Sample Training Needs Analysis Worksheet

Sample Training Needs Analysis Worksheet

Sample pages from our completed Training Needs Analysis interview form.