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Did you find what you are looking for.
Thinking of starting a school or a coaching business? Or is it about vocational school?
Well, no matter what’s your business segment in the education and training sector—you need a solid business plan to turn it into a long-term success.
This library of education and training business plan samples here can inspire and guide you as you begin to plan your business. So, don’t worry; we got you covered on that part.
Let’s learn more about these sample training and education plans, starting with their benefits.
Benefits of using an industry-specific business plan example
Believe it or not, using an industry-specific business plan example is the best and probably the quickest way of writing a business plan.
Doubt it? Hold, this may change your perception; an extended list of the benefits of using an industry-specific business plan template.
- Inspiration : Reading a business-specific template can be incredibly helpful in getting content inspiration. Furthermore, it helps you gain insights into how to present your business idea, products, vision, and mission.
- Risk-free method : You are taking a reference from a real-life, let’s say, After-school program business plan—so you know this plan has worked in the past or uses a method subscribed by experts.
- Deep market understanding : Analyzing and reading such examples can provide clarity and develop a deeper market understanding of complex industry trends and issues you may not know but relate directly to the realities of your business landscape.
- Increased credibility : A business plan developed using an example follows a standard business plan format, wisely presents your business, and provides invaluable insights into your business. There’s no question it establishes you as a credible business owner, demonstrating your deep business and market understanding.
- Realistic financial projections : Financial forecasting being a critical aspect of your plan, this real-life example can help you better understand how they project their financials—ultimately helping you set realistic projections for your business.
These were the benefits; let’s briefly discuss choosing an education or training business plan template that best suits your business niche.
Choosing an Education or Training Business Plan
This category has business plan templates for various education or tutoring businesses. With many similar business types and templates, you may not find the most suitable one through manual scrolling.
Here are the steps to consider while choosing the most suitable business plan template.
Identify your business type
Are you going to be an online coaching platform? Or a traditional school? Or a general daycare center?
Asking yourself these questions will help you identify your business type, which will help in choosing a niche-specific business plan template.
Once you identify your business type, you can choose between templates for different business segments.
Search for the template
We have an in-built search feature, so you can easily search for a business-specific template using your business name as a key term(e.g., summer camp business plan). Once you have the search results, choose the most suitable one. Simple as that.
Review the example
Look closely at the content of the sample business plan you are considering. Analyze its sections and components to identify relevant as well as unnecessary areas.
Since all the Upmetrics templates are tailored to specific business needs, there won’t be many fundamental customizations. However, a hybrid business model targeting multiple customer segments may require adjustments.
No big deal—you can view and copy sections from other business plan examples or write using AI while customizing a template.
That’s how you find and select the most suitable business plan for educational services. Still haven’t found the perfect business plan example? Here’s the next step for you.
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Corporate Training Business Plan [Sample Template]
By: Author Tony Martins Ajaero
Home » Business Plans » B2B Sector
Do you want to start a corporate training business? If YES, here is a sample corporate training business plan template & FREE feasibility report.
If you are a business coach or someone who has background in training, and you want to start a business, then you should consider starting your own corporate training firm. There are many corporate organizations, executives, entrepreneurs and even startups that will be more than willing to patronize your services.
Being a corporate trainer means that you will help your clients handle everything that has to do with training of their employees. That is, your goal as corporate trainer is to improve overall productivity. Starting a corporate training firm is not too expensive except for the money required to rent and furnish an office space.
Running this type of business requires that you should be trained as a brand business coach and a peak performance specialist, and it is indeed a very lucrative business in the United states because every company wants to establish themselves as a world leader in their industry.
If you are truly convinced that starting a corporate training firm is the right business for you to do, then you need to write your own business plan. Below is a sample corporate training firm business plan template that will help you successfully write yours with little or no stress.
A Sample Corporate Training Business Plan Template
1. industry overview.
This industry includes companies that offer short duration courses and seminars for management and professional development.
Training is provided through public courses or through employers’ training programs, and the courses can be customized or modified. Instruction may be provided at the company’s training facilities or educational institutions, the workplace or the home and via television or the internet.
A close study of the Business Coaching industry shows that the industry is heavily reliant on demand from its largest market, the middle and senior management of US corporations. After rebounding from a period where businesses cut back on non-essential expenses, including employee business coaching programs, the industry is expected to flourish over the five years to 2017.
Although some companies will use internal resources for training, industry revenue is forecast to increase albeit at a slightly slower rate over the five years to 2022. In the future, the adoption of online training is expected to bolster the industry.
This alternative is a more affordable and flexible option for customers and offers lower operating costs for training providers.
The business coaching industry is in the mature phase of its life cycle and luckily for the industry, the advent of digital media has provided an opportunity for the industry to explore and experience vibrant growth. Of course, the industry is becoming more concentrated, as seen by a few large global firms dominating the market and gaining huge market share.
The Business Coaching industry is indeed a very large industry that is pretty much thriving in all parts of the world especially in developed countries such as United States of America, Canada, united kingdom, Germany, Australia, France and Italy et al.
Statistics have it that in the United States of America alone, there are about 51,532 licensed and registered business coaching cum corporate training firms responsible for employing about 88,222 employees and the industry rakes in a whooping sum of $11 billion annually with an annual growth rate projected at 3.5 percent.
It is important to state that no establishment has a lion share of the available market in this industry. A recent report published by IBISWorld shows that the rapid pace of technological change and overall shorter product life cycles have altered the skills required to be an effective manager.
To keep up with these changes and develop the skills of senior employees, many companies use business coaching seminars, such as the ones offered by the Business Coaching industry.
Large corporations have placed a greater value on seminars and workshops, resulting in higher industry demand. Courses related to new skills such as information technology and change management, have been growing areas for the industry.
As acceptance of the value of professional development and continuing education classes, the industry has benefited immensely because companies looking to host these courses often seek out industry operators.
As a corporate trainer, the key attributes needed to be able to make good success from the trade is patience, enthusiasm, passion about the specific subjects / skills to be tutored, and constant positivity. You are also expected to be highly proactive, be good at planning, preparation, and certain other organizational skills.
It is one thing to have a skill and it is another thing to know how to teach people the skills which is why you must constantly get feedback from your clients to be able to measure their progress and your performance.
2. Executive Summary
Jules Atkinson & Co® Corporate Training Firm, Inc. is a U.S based corporate training firm that will be located in Lake Street, Petoskey – Michigan. We have been able to secure a standard office facility in a central business district in Lake Street.
We are a corporate training firm that is set to compete in the highly competitive business coaching cum corporate training industry not only in the United States market, but also in the global market because our clientele base will not be restricted to just businesses and organizations in the United States but in the international market.
Jules Atkinson & Co® Corporate Training Firm, Inc. will offer robust corporate training to both corporate organization and individuals. Our core training areas will revolve around management development training, professional development training, quality assurance training and business coaching.
Our business goal is to become one of the leading corporate training firms in the United States of America with high profile corporate clients scattered all around the globe. Our workers are going to be selected from a pool of talented business coaches and corporate training experts in and around Petoskey – Michigan and also from any part of the world as the business grows.
We will make sure that we take all the members of our workforce through the required training that will position them to meet the expectation of the company and to compete with leading corporate training firms in the United States and of course throughout the globe.
At Jules Atkinson & Co® Corporate Training Firm, Inc. our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s business needs precisely and completely.
Jules Atkinson & Co® Corporate Training Firm, Inc. is founded by Jules Atkinson and she will run the business with other partners.
Jules Atkinson is a renowned business coach and corporate trainer. She has over 10 years of experience as a business coach and corporate trainer both in the United States of America and Canada. She has several business coaching and corporate training certifications and is a certified NPL practitioner.
3. Our Products and Services
Jules Atkinson & Co® Corporate Training Firm, Inc. is going to offer varieties of corporate training services within the scope of the corporate training and business coaching industry in the United States of America.
Our intention of starting our corporate training business is to help in developing our clients in any skills and knowledge of their choice as it relates to specific useful competencies; we want to help our clients develop their capability, capacity, productivity and performance and of course to also make profits from the corporate training industry and we will do all that is permitted by the law in the US to achieve our aim and business goal.
We will work hard to ensure that Jules Atkinson & Co® Corporate Training Firm, Inc. do not just work for clients in the United States of America, but also for clients in other parts of the world. Our service offerings are listed below;
- Providing management development training
- Providing professional development training
- Providing quality assurance training
- Providing business coaching
- Leadership skills
- customer services skills
- Financial management skills
- Management skills
- Interpersonal and Relationship management skills
- Online business Coaching Services
4. Our Mission and Vision Statement
- Our vision is to build a highly competitive and effective corporate training business that will become the number one choice for both individuals and corporate organizations in and around Petoskey – Michigan and the whole of the United States of America
- Our mission is to provide affordable and highly effective corporate training services to a wide range of clients that cuts across different divides. Our overall business goal is to position Jules Atkinson & Co® Corporate Training Firm, Inc. to become one of the leading corporate training brands in the industry in the whole of Petoskey – Michigan within the first 5 years of operation.
Our Business Structure
Jules Atkinson & Co® Corporate Training Firm, Inc. is a world class corporate training firm that intends starting small in Lake Street, Petoskey – Michigan, but hopes to grow big in order to compete favorably with leading corporate training firms in the United States and of course throughout the globe.
We are aware of the importance of building a solid business structure that can support the kind of world class business we want to own. This is why we are committed to only hiring the best hands within our area of operation.
At Jules Atkinson & Co® Corporate Training Firm, Inc. we will ensure that we hire people that are qualified, hardworking, and creative, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stakeholders.
As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, Jules Atkinson & Co® Corporate Training Firm, Inc. have decided to hire qualified and competent hands to occupy the following positions;
- Chief Executive Officer
- Corporate Trainer cum Business Coaching Specialist
Human Resources and Admin Manager
- Sales and Marketing Executive
Client Service Executive
5. Job Roles and Responsibilities
Chief Executive Officer – CEO:
- Upsurges management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
- Responsible for fixing prices and signing business deals
- Responsible for providing direction for the business
- Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
- Responsible for signing checks and documents on behalf of the company
- Evaluates the success of the organization
Corporate Trainer/Business Coaching Specialist
- Responsible for providing management development training
- Delivers professional development training
- Provides quality assurance training
- Affords business coaching
- Provides leadership skills training
- Provides customer services skills training
- Provides financial management skills training
- Provides interpersonal and relationship management skills training
- Provides Online business Coaching Services
- Handles other related corporate training, advisory and consulting services
- Responsible for overseeing the smooth running of HR and administrative tasks for the organization
- Defines job positions for recruitment and managing interviewing process
- Carries out induction for new team members
- Responsible for training, evaluation and assessment of employees
- Oversees the smooth running of the daily office
Sales and Marketing Manager
- Manages external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
- Models demographic information and analyze the volumes of transactional data generated by customer
- Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
- Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
- Responsible for handling business research, market surveys and feasibility studies for clients
- Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
- Develops, executes and evaluates new plans for expanding sales
- Creates new markets cum businesses for the organization
- Empowers and motivates the sales team to meet and surpass agreed targets
- Responsible for preparing financial reports, budgets, and financial statements for the organization
- Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
- Responsible for financial forecasting and risks analysis.
- Performs cash management, general ledger accounting, and financial reporting for one or more properties.
- Responsible for developing and managing financial systems and policies
- Responsible for administering payrolls
- Ensures compliance with taxation legislation
- Handles all financial transactions for the organization
- Serves as internal auditor for the organization.
- Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
- Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
- Manages administrative duties assigned by the manager in an effective and timely manner
- Consistently stays abreast of any new information on the company’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
- Receives Visitors / clients on behalf of the organization
- Receives parcels / documents for the company
- Handles enquiries via e-mail and phone calls for the organization
- Distributes mails in the organization
6. SWOT Analysis
Jules Atkinson & Co® Corporate Training Firm, Inc. engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured corporate training and coaching business that can favorably compete in the highly competitive corporate training industry in the United States and the world at large.
Part of what the consultant did was to work with the management of our organization in conducting a SWOT analysis for Jules Atkinson & Co® Corporate Training Firm, Inc.. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Jules Atkinson & Co® Corporate Training Firm, Inc.;
Our core strength lies in the power of our workforce. We have a team of experts in the industry, a team with excellent qualifications and experience in corporate training and business coaching.
Aside from the synergy that exists in our carefully selected faculty members and our strong online presence, Jules Atkinson & Co® Corporate Training Firm, Inc. is well positioned in a community with the right demography and we know we will attract loads of clients from the first day we open our doors for business.
As a new corporate training and business coaching school in Petoskey – Michigan, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the already saturated corporate training and business coaching industry; that is perhaps our major weakness.
The opportunities in the corporate training industry is massive considering the number of individuals and corporate organizations who would want to acquire business skills and new soft skill sets in order to perform excellently in their jobs and personal life. As a standard corporate training firm, we are ready to take advantage of any opportunity that comes our way.
Every business faces a threat or challenge at some part of its cycle. These threats can be external or internal. This shows the importance of a business plan, because most threats or challenges are to be anticipated and plans put in place to cushion what effect they might bring to the business.
Some of the threats that we are likely going to face as a corporate training firm operating in the United States of America are unfavorable government policies that might affect business such as ours, the arrival of a competitor within our location of operation and global economic downturn which usually affects spending / purchasing power.
There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.
7. MARKET ANALYSIS
- Market Trends
One thing is certain, the trend in the corporate training industry is such that if you want to be ahead of your competitors, you should be able to acquire as much certifications as possible and you should be able to have loads of testimonies from your clients.
The truth is that, if your clients experienced huge difference in their business as a result of contracting their corporate training and business coaching needs, then they will be compelled to help promote your organization.
Another notable trend in this industry is the influence of technology; the advent of technology is responsible for the increase in income generated by corporate trainers all over the world.
With technology, it is now easier for corporate trainers to train students that are thousands of kilometers away from them. Tools like video calling / Skype, YouTube, DVDs and Webcast et al are being used by corporate trainers to train students in different parts of the world.
8. Our Target Market
Jules Atkinson & Co® Corporate Training Firm, Inc. is specialized in empowering corporate executives with robust business skills that will help them improve their capacity, capability, efficiency and productivity at work and in their private life.
As a standard corporate training firm, Jules Atkinson & Co® Corporate Training Firm, Inc. offers a wide range of corporate trainings hence we are well trained and equipped to service a wide range of corporate clients. Our target market as a corporate training firm cuts across people of different classes and people from all walks of life.
We are coming into the corporate training industry with a business concept and company’s profile that will enable us work with clients at different learning stages and different status. Below is a list of the clients that we have specifically design our services for;
- Banks, Insurance Companies and other related Financial Institutions
- Blue Chips Companies
- Corporate Organizations
- Manufacturers and Distributors
- Real Estate Owners, Developers, and Contractors
- The Government (Public Sector)
- Celebrities, Politicians, Public Figures and Public Speakers
- Sport Organizations
- Religious Organizations
- Political Parties and Politicians
- Television Stations
- Printing Press (Publishing Houses) and Authors
- Aspiring celebrities
- Entrepreneurs and Startups
Our Competitive Advantage
The corporate training industry is indeed a very prolific and highly competitive industry. Clients will only hire your services if they know that you can successfully help them acquire a new skill set that will help them to be effective at work and in their organization.
It is the practice for corporate trainers and business coaches to acquire as much certifications as it relates to their area of specialization; it is part of what will make them stay competitive in the industry
We are quite aware that to be highly competitive in the corporate training and business coaching industry means that you should be able to deliver consistent quality service, your clients should be able to experience remarkable difference and improvement and you should be able to meet the expectations of your clients at all times.
Jules Atkinson & Co® Corporate Training Firm, Inc. might be new in Petoskey – Michigan, but our management team and the owner of the business are considered gurus in the industry.
They are licensed and highly qualified corporate trainers that can successfully build corporate skills in people with zero proficiency to an 8 or 10 on a scale of 10 within a short period of time. These are part of what will count as a competitive advantage for us.
Aside from our robust experience as corporate trainers, we have a very strong online presence that will enable us train clients in different parts of the world from our online portals.
Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.
9. SALES AND MARKETING STRATEGY
- Sources of Income
Jules Atkinson & Co® Corporate Training Firm, Inc. is established with the aim of maximizing profits in the corporate training industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis. Jules Atkinson & Co® Corporate Training Firm, Inc. will generate income by offering the following corporate training services;
- Online Business Coaching Services
10. Sales Forecast
One thing is certain, there would always be corporate organizations, government agencies, non – profits and individuals who would need the services of corporate training firms to help train their staff.
Jules Atkinson & Co® Corporate Training Firm, Inc. is well positioned to take on the available market in the corporate training and business coaching industry and we are quite optimistic that we will meet our set target of generating enough income from our first six months of operation and grow our firm to enviable heights.
We have been able to critically examine the corporate training marketing space, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast.
Below are the sales projections for Jules Atkinson & Co® Corporate Training Firm, Inc., it is based on the location of our business and of course the wide range of our corporate trainings and business coaching we offer and our target market;
- First Fiscal Year: $200,000
- Second Fiscal Year: $500,000
- Third Fiscal Year: $750,000
N.B : This projection was done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same corporate training as we do within the same location. Please note that the above projection might be lower and at the same time it might be higher.
- Marketing Strategy and Sales Strategy
We are mindful of the fact that there are stiff competitions amongst corporate training firms in the United States of America; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.
Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of Jules Atkinson & Co® Corporate Training Firm, Inc.
We will also ensure that our clients’ becomes experts with the skills they acquire; we want to build a first – class corporate training firm that will leverage on word of mouth advertisement from our satisfied clients.
Our goal is to grow Jules Atkinson & Co® Corporate Training Firm, Inc. to become one of the top 10 corporate training firms in the United States of America which is why we have mapped out strategies that will help us take advantage of the available market and grow to become a major force to reckon with not only in Petoskey – Michigan but also in other cities in the United States of America.
Jules Atkinson & Co® Corporate Training Firm, Inc. is set to make use of the following marketing and sales strategies to attract clients;
- Introduce our corporate training and business coaching firm by sending introductory letters alongside our brochure to corporate organizations, government agencies, NGOs and key stake holders in and around Petoskey – Michigan.
- Print out fliers and business cards and strategically drop them in offices, libraries, public facilities and train stations et al.
- Use friends and family to spread word about our corporate training and business coaching firm
- Post information about our corporate training and business coaching firm on bulletin boards in places like schools, libraries, and local coffee shops.
- Place a small classified advertisement in the newspaper, or local publication about our firm
- Use referral networks such as agencies that will help match clients with our corporate training firm
- Advertise our firm in relevant educational magazines, newspapers, TV and radio station.
- Attend relevant educational expos, seminars, and business fairs et al
- Engage direct marketing approach
- Encourage word of mouth marketing from loyal and satisfied clients
11. Publicity and Advertising Strategy
We have been able to work with our in – house brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market.
We are set to become the number one choice for both corporate clients and individual clients in the whole of the United States and beyond which is why we have made provisions for effective publicity and advertisement of our corporate training firm.
Below are the platforms we intend to leverage on to promote and advertise Jules Atkinson & Co® Corporate Training Firm, Inc.;
- Place adverts on both print (newspapers and magazines) and electronic media platforms
- Sponsor relevant community based events / programs
- Leverage on the internet and social media platforms like Instagram, Facebook, twitter, YouTube, Google + et al to promote our services
- Install our billboards in strategic locations all around Lake City Petoskey – Michigan
- Engage in roadshows from time to time in targeted neighborhoods
- Distribute our fliers and handbills in target areas
- Contact corporate organizations, non – profits and government agencies by calling them up and informing them of Jules Atkinson & Co® Corporate Training Firm, Inc. and the services we offer
- List Jules Atkinson & Co® Corporate Training Firm, Inc. in local directories / yellow pages
- Advertise Jules Atkinson & Co® Corporate Training Firm, Inc. in our official website and employ strategies that will help us pull traffic to the site.
- Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our company logo.
12. Our Pricing Strategy
At Jules Atkinson & Co® Corporate Training Firm, Inc. we will keep the prices of our services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services. In addition, we will also offer special discounted rates to all our customers at regular intervals.
We are aware that there are some one – off jobs or government contracts which are always lucrative, we will ensure that we abide by the pricing model that is expected from contractors or organizations that bid for such contracts.
So also, there are some clients that would need regular access to corporate training and business coaching consultancy and advisory services, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.
- Payment Options
The payment policy adopted by Jules Atkinson & Co® Corporate Training Firm, Inc. is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.
Here are the payment options that Jules Atkinson & Co® Corporate Training Firm, Inc. will make available to her clients;
- Payment via bank transfer
- Payment with cash
- Payment via credit cards
- Payment via online bank transfer
- Payment via check
- Payment via mobile money transfer
- Payment via bank draft
In view of the above, we have chosen banking platforms that will enable our client make payment for our services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials.
13. Startup Expenditure (Budget)
It is a known fact that in setting up any business, the amount or cost will depend on the approach and scale you want to undertake.
If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.
The materials and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked. As for the detailed cost analysis for starting a standard corporate training and business coaching; it might differ in other countries due to the value of their money.
However, this is what it would cost us to setup Jules Atkinson & Co® Corporate Training Firm, Inc. in the United of America;
- Business incorporating fees in the United States of America will cost – $750.
- The budget for Liability insurance, permits and license will cost – $3,500
- Leasing / renting an office space in a good location in Lake Street Petoskey – Michigan that will accommodate the number of employees for at least 6 months (Re – Construction of the facility inclusive) will cost – $150,000.
- The cost for furnishing and equipping the office (computers, printers, projectors, markers, servers / internet facility, furniture, telephones, filing cabinets, and electronics) will cost – $30,000
- The amount required to purchase the needed software applications – $3,500
- Launching an official website will cost – $500
- The amount need to pay bills and staff members for at least 2 to 3 months – $70,000
- Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000
- Miscellaneous – $5000
Going by the report from the market research and feasibility studies conducted, we will need about two hundred and fifty thousand ( 250,000 ) U.S. dollars to successfully set up a medium scale but standard corporate training and business coaching firm in the United States of America.
Generating Funding/Startup Capital for Shae’s Touch Studios Business
Jules Atkinson & Co® Corporate Training Firm, Inc. is a private registered business that will be owned, financed and managed by Jules Atkinson and other partners. They are the financiers of the business which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources.
These are the areas we intend generating our startup capital;
- Generate part of the startup capital from personal savings and sale of his stocks
- Generate part of the startup capital from friends and other extended family members
- Generate a larger chunk of the startup capital from the bank
N.B: We have been able to generate about $100,000 ( Personal savings $85,000 and soft loan from family members $15,000 ) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.
14. Sustainability and Expansion Strategy
It is an established fact that, the future of a business lies in the number of loyal customers they have, the capacity and competence of their employees, their investment strategy and the business structure. If all of these factors are missing from a business, then it won’t be too long before the business close shop.
One of our major goals of starting Jules Atkinson & Co® Corporate Training Firm, Inc. is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.
We know that one of the ways of gaining approval and winning customers over is to offer our services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.
Jules Atkinson & Co® Corporate Training Firm, Inc. will make sure that the right foundation, structures and standard operating processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.
As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of five years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.
- Business Name Availability Check: Completed
- Business Incorporation: Completed
- Opening of Corporate Bank Accounts various banks in the United States: Completed
- Opening Online Payment Platforms: Completed
- Application and Obtaining Tax Payer’s ID: In Progress
- Securing a standard office facility in a good location in Lake Street, Petoskey – Michigan: Completed
- Application for business license and permit: Completed
- Purchase of Insurance for the Business: Completed
- Conducting Feasibility Studies: Completed
- Generating part of the startup capital from the founders: Completed
- Writing of Business Plan: Completed
- Drafting of Employee’s Handbook: Completed
- Drafting of Contract Documents: In Progress
- Design of Logo for the business: Completed
- Secure trademark for our products: In Progress
- Printing of Promotional Materials: Completed
- Recruitment of employees: In Progress
- Purchase of the needed furniture, office equipment, software applications, electronic appliances and facility facelift: In progress
- Creating Official Website for the business: In Progress
- Creating Awareness for the business: In Progress
- Health and Safety and Fire Safety Arrangement: In Progress
- Establishing business relationship with vendors and key players in various industries: In Progress
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Sample Personal & Corporate Training Center Business Plan PDF [Template]
Personal training business plan sample.
Are you truly ready to start a private training company?
The global economy is not going smoothly in recent times. As such, many entrepreneurs begin to think of starting a training company, where they will train out professionals thereby creating their own business.
Are you among those solution seeking entrepreneurs that want to start a corporate training company of your own? I wouldn’t let you answer that, because landing on this page shows that you desire to start your own training company.
And you know what? I give you kudos, I love to see where thirsty solution seeking entrepreneurs tries to come out with solutions to the problems faced by the masses with courage and determination. So you’ve done a great job already by thinking of this.
And one good thing about starting a training company business is that you don’t have to pay any fee to conduct your trainings, instead your client pays for all expenses.
But also starting a training company is not a bed of roses, the journey is not always easy. It is challenging and painstaking to start a training company and many who venture to start a training company often ignore the most important aspect of starting a training company and as a result they pay greatly for the omissions.
But good news for you. As long as you have arrived on this article, I assure you that you’ll find tips on how to start your own training company, reduce your risk of failure and ensure your success rate.
Tips for a Successful Training Company
- Get Your Credentials
Before you start a training company, there is one thing you need to prioritize. And that is getting the right credentials
Why is this necessary? When you get credentials, it shows the knowledge or validation that proves you know more about what you are training than others.
- Capitalize Your Training Company
Hey! I hope you didn’t forget the fact that you need capital to start your training company. No business comes up without a capital, because this is like rule number one. Just keep a proper amount of cash to make it through the hurdle of good flow of cash management.
- Reduce Non-Binding Partnerships
An entrepreneur life can sometimes be a lonely existence; this could especially be so if he/she have not attracted any customer or even hire an employee yet. So, it just natural for this ones to seek relationship with others who are also in same field of services, this will help them feel that they are not in the business alone.
But note this, just as this relationship could be great and nice, there can become distraction for you if they are not binding partnership. So when making relationships, it should be based on growing your business.
- Speak Same Language with Your Customers
There is a common trend amongst those who start a training company. Do you know what is that? Alright let me tell you. The trend is that they enter the training business speaking with an industry based language, maybe to impress their customers.
But this is wrong. You should remember that your clients do not fully understand the field well, so if you wish to reach them, you need to speak in the language your customers understand.
- Network with The Right People
You’ll hear people tell or advice that you should market your company to as many people as possible. Well, let me say this, in as much as they are partly right, I don’t fully agree. You need to network with only the RIGHT people who will grow your business.
- Publish More
Now, you need clients for your training company right? Good, you need to have in mind that your potential clients of your training products do make researches using the internet search engines to look for things they need.
Make yourself available and let them know that you’re an expert in the field by publishing articles of anything that document your expertise in the field.
- Express Your Value
When you start creating products, you need to state clearly the value of your product to a client. When this is done, a client will know why you are special and eventually buys from you.
- Specify Your Offerings and Products
This is where most training startups fail before even starting. Since its a new company, they often promise the customers that they can do anything.
This is a “Jack of all trade, master of none” mentality. It’s wrong! Be specific, clients buy specific services. So model your product or service and graphically show it.
- Commitment, Commitment, Commitment
As an aspiring successful training entrepreneur, your success begins with yourself. Why do I say this?
When you are fully committed to your training business, I assure you that you’ll grow your training company into a Successful one in no time. Congrats to you in advance.
Starting a Corporate Training Company Step by Step
Are you thinking of starting a corporate training business? Do you desire to teach people about the skills you know?
Are there individuals whom you think will love to learn the skills? If your answer to those three questions is Yes, then you should consider to a start a corporate training business with the skills you have and see people running to learn from you.
Corporate training is a useful tool for business as most companies need corporate training programs to ensure that their employees are up to date with the latest features and resources to move the companies forward.
You may start thinking how possible it is to start a corporate training business and actually get people running to you to learn from your corporate programs when there are lots and lots of companies that deal on corporate training.
Yes, it is very possible. Why do I say so? This should be noted about corporate training business companies, as a company, they will charge higher in training. This they do to cover their expenses too, expenses like tax payments, utility bills etc. So for this reasons, they charge high, and for that fact that they do charge higher, not all who interested on the skills will finally learn them.
Now, how is this beneficial to you as a prospective corporate business trainer? Do you know You can start your own corporate training business from the comfort of your home? Yes! With just your computer and a smartphone with an internet connection, you can train hundreds, and even thousands of individual.
And since this is done from the comfort of your home, you don’t have much bills to care for. And for this reason, you can capitalize on the high price of those companies for corporate training and charge yours cheaper. By so doing, you stand a chance of getting people come to you to learn from you.
But one thing to note is that before you start your own corporate training business, you must have master yourself with the skill(s) you wish to train people on.
So, after knowing about the above, you may start thinking what and what are needed to run your own corporate training business successfully.
For that reason, I’ll be showing you some steps to take and kick-start your corporate training business.
- Choose an Area of Concentration
This is not the time to start training people on every skill. No! You don’t have to do that. Why? because when you train on every skill, people will not consider your business a serious one.
Remember this popular line, “Jack of all trades, master of none”. I believe you will not want people to view your business that way, so you have to be specific with the type of skill you will be training people on so that people can easily identify your business.
- Experience and Certifications
After you have chosen an area of concentration for your corporate training business, what you should do next is to acquire more experience in the desired skill you wish to train on. Not just experience, but if possible also get a certification that you are a professional on the known skill.
Why is this important? It is important because nobody wants to be taught by someone who does not have a level of professionalism in the skill he wants to teach others. So, by gaining experience and Certifications, you will attract more clients.
- Draft Out a Corporate Training Business Plan
Is there anyone who started something without first planning about it? There is no successful business without a plan, so you should draft out your plan – your corporate training business plan. This plan will help keep track of your business, because it will include: How you will get clients, how are you going to sell your business modules, and also, what you hope for the business.
- Business Registration
This is another area one need to put into consideration. Considering the fact that your business is a corporate training business and at such, you will be dealing with corporate clients, something need to be done. What is that?
Registration of your business is very crucial, and when choosing a business name for registration, the name should depict what the business is all about. When clients see and noticed that the business is a registered one, it boosts their interest to come and learn from you.
- Buy or Rent an Office Space
Yes, like I said earlier, you can do this type of business from the comfort of your home. So why is it necessary to buy or rent an office space when you can do your business at home. Now let me make this very clear to you. There are some clients who will not like to do business with you, when they know that you work from home.
So, you can reduce or avoid that by getting a space for your business. But what if you don’t have enough cash to buy or rent an office space? You can help yourself and join up and share an office space with someone.
- Marketing and Promoting your Business
After going through all of that, another step is marketing and promoting your corporate training business.
There are many ways to market this business, you will have to know who you will be training, and how you can reach them. You can also create a webpage or a website to sell your training programs. So with the above, you can now start your own corporate training business with ease, as I have covered it all.
ONLINE PERSONAL TRAINING BUSINESS PLAN EXAMPLE
Here is a sample business plan for starting a training business.
Business Name: Christopher Lawson Personal Training Centre
- Executive Summary
- Business Description
- Our Products and Services
- Vision Statement
- Mission Statement
- Business Structure
- Market Analysis
- Sales and Marketing Strategy
- Financial Plan
- Competitive Advantage
Personal training is a business that has been in existence right from the early days of human civilization. This is a business that thrives really well considering the fact that anybody can afford it and personal training can be done for various aspects of life.
The basic importance of personal training is to help people grow or develop one skill or the other whether technical or soft to increase their productivity. The business is a very broad one because there are so many skills people might be interested in acquiring, some of such skills are: writing skills, financial management skills, business etiquettes, dance steps, public speaking skills, and so on.
Christopher Lawson Personal Training Centre is a registered and licensed business for that is owned Christopher Lawson. The Centre will be located in Los Angeles, California and we are aiming to become the best personal training center in Los Angeles and in achieving this, a facility has been secured at a very good location.
OUR PRODUCTS AND SERVICES
Christopher Lawson Personal Training Centre will operate a well licensed business that is after satisfying its clients by offering varieties of services which are:
- Leadership skills
- Writing skills
- Management skills
- Financial management skills
- Business etiquettes
- Customer service skills
- Public speaking skills
- Interpersonal skills
- Online coaching services
The vision of Christopher Lawson Personal Training Centre is to establish a highly effective and competitive business that will be the number one stop and choice for everyone in Los Angeles and California at large.
Our mission is to provide very effective and highly professional personal training to a wide range of customers. Our main goal is to become the leading personal training business in the industry within the first four years of operation.
In ensuring the success and growth of the business, we have decided to hire competent, honest, and hardworking people to occupy the following positions:
- Chief Executive Officer
- Centre Administrator
- Personal trainers for different skills
- Customer Service Officer
MARKET ANALYSIS Market Trend
We all know that the personal training industry is not a new industry, it has been in existence for a while now and for us to be successful and be ahead of competitors in the industry, we need to acquire as many certifications as we can and also testimonies from our students who had a very huge experience.
The influence of technology is another major trend in the industry, technology helps generate more income. We can also train students who are kilometers away from us with the help of technology using tools like Skype, Webcast, YouTube and so on.
Our Target Market
Christopher Lawson Personal Training Centre will be situated at Los Angeles, California offering services to the residents and even those who are far away with the help of technology. The business will be focusing on training of soft skills that will help improve capability, productivity, and efficiency. Some of the people that we will be targeting for the personal training are:
- Public figures/celebrities
- Business People
- Corporate Executives
- Government Officials
- College Students
- Sports Men and Women
SALES AND MARKETING STRATEGY
In ensuring that we get to the top of the industry and succeed, we have decided to adopt some techniques which will also help in ensuring profitable sales. These techniques are:
- Giving discounts to our first set of customers and regular customers.
- Having a one on one relationship with our customers with the aid of CRM software.
- Offering quality and reliable services to our customers.
- Sponsoring relevant programs in the immediate community where the business is located.
- Advertising the business on both print, electronic and online media.
- Having an official website where regular advertisement is done.
The business has gotten 65% of the startup capital which is $150,000 and we are looking to get the remaining 35% from personal savings and from banks as loan.
We are well aware of the high level of competition in the industry and we have decided to soar high above the competition by offering constant quality service that brings about remarkable improvement in the customers and also meet all their expectations.
Also, we have decided to hire people who are professionals, experts, and qualified personal trainers who are able to build soft skills within few days. This will also serve as a competitive advantage for us.
This is a personal trainer business plan sample that can help and serve as a guide in writing your own business plan. This is a personal training business owned by Christopher Lawson.
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Business Plan for Training Center
As a college instructor and communication expert with extensive nonfiction and educational writing experience, Mary shares tips and advice related to a wide variety of topics.
Learn about our Editorial Policy .
Developing a business plan for training center venues involves creating a formal roadmap for how the organization will be structured, managed, and marketed.
The Basics of Creating a Business Plan for Training Center
Creating a business plan is an important step in the process of preparing to open a training business. When seriously considering launching a new training center, drafting a business plan is the first thing that you should do.
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By going through the process of creating your business plan, you will find out what is really involved in creating and managing a training business. You will learn if the business is feasible, from both a competitive standpoint and from a financial perspective.
Some people find it beneficial to utilize business plan software to help draft a business plan. Others like to create their own plans with standard word processing and/or spreadsheet software. Either way is fine, as long as the finished product includes the basic elements of a comprehensive business plan.
Elements of a Business Plan
- Marketing/Sales Strategy
- Projections for Financial Performance
What to include in your business plan for training center.
Each business is unique, and there is more than one way to draft a business plan. Even though the elements necessary for business plans are consistent regardless of the type of business being developed, certain planning considerations are specific to training centers.
In the business description section, explain the type of training center you plan to operate. The description needs to be as specific as possible. It should include detailed information about your target population and the method you plan to use to deliver training services.
For example, do you plan to offer training for individuals seeking to obtain skills related to a particular career field, for those planning to go into business for themselves, or for some other target population? Will you offer live, instructor-led classes, or will training be delivered via tele-seminars or eLearning?
Marketing and Sales Strategy
The best business idea has no chance of succeeding without a sound marketing and sales strategy. This section of your business plan needs to include specific information about how you will sell your training center to prospective customers. Include information about the types of strategies you will use, as well as details about how they will be implemented. It isn't sufficient for your business plan to say that you plan to market your new center online. You need to outline specifics of your online marketing strategy. For example state specifics such as: you plan to launch a marketing-oriented website, engage in ongoing email marketing, participate in regional specific pay-per-click advertising programs, or any other strategies and tactics to be utilized.
Management and Staffing
To complete the management and staffing portion of your business plan, give serious consideration to the number of people and types of positions needed to get your training center off the ground. Include initial staffing plans, along with growth benchmarks indicating the need for additional personnel.In this segment of your plan also include an organizational chart, procedures for staffing, salary considerations, and related information. When you decide to move forward with opening your training center, you will need to add job descriptions.
Depending on the type of training center you plan to open, the state in which you plan to operate may have licensing requirements that impact staffing. For example, some states have specific regulations regarding the presence of a full-time, on-site director; education or work experience for faculty members; and limits on the number of hours that instructors are allowed to teach each day.
The operations component of your business plan for training center will detail plans for handling the day-to-day operations of your business. Information typically highlighted in this segment includes:
- Company structure (corporation, partnership, LLC)
- Hours of operations
- Information technology needs
- Insurance needs
- Licensure requirements
- Physical location of business
- Telecommunications requirements
- Other relevant operational details
As you move closer to getting ready to launch your business, incorporate both personnel manuals and student handbooks into this part of your plan.
The financial projections portion of your plan includes a detailed budget. It outlines the projected startup costs and expenses along with revenue expectations. The numbers used to build your financial projections must be built on sound, realistic estimates. This portion of your plan allows you gain an understanding of the amount of capital needed to get your training center up and running.
If applying for a small business administration loan or other form of financing, your financial projections will be very closely scrutinized. Be prepared to show backup documentation for every number in the budget.
The executive summary actually serves as the introduction to your business plan. However, it needs to be the last part of the document that you create. Your business plan is a work in progress, and there is no way you can draft an executive summary without first working your way through at least the first draft of your plan. The purpose of the executive summary is to provide a broad overview of your proposed venture.
A Work in Progress
The primary purpose of your initial plan is to help determine if your business idea is feasible and if it is truly something that you want to do. The business plan for training center that you first create will form the basis for the plan you will eventually implement should you choose to proceed. Your plan will continue to evolve throughout the life of your training center.
Personal Training Business Plan Template
Written by Dave Lavinsky
Personal Training Business Plan
Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their personal training companies. We have the experience, resources, and knowledge to help you create a great business plan.
In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a personal training business plan step-by-step so you can create your plan today.
Download our Ultimate Business Plan Template here >
What Is a Business Plan?
A business plan provides a snapshot of your personal training business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.
Why You Need a Business Plan
If you’re looking to start a personal training business or grow your existing personal training company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your personal training business to improve your chances of success. Your personal trainer business plan is a living document that should be updated annually as your company grows and changes.
Sources of Funding for Personal Training Businesses
With regards to funding, the main sources of funding for a personal training business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for personal training companies.
Finish Your Business Plan Today!
How to write a business plan for a personal training business.
If you want to start a personal training business or expand your current one, you need a business plan. The business plan outline below details the necessary information for how to write each essential component of your personal training business plan.
Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.
The goal of your executive summary is to quickly engage the reader. Explain to them the kind of personal training business you are running and the status. For example, are you a startup, do you have a personal training business that you would like to grow, or are you operating a chain of personal training businesses?
Next, provide an overview of each of the subsequent sections of your plan.
- Give a brief overview of the personal training industry.
- Discuss the type of personal training business you are operating.
- Detail your direct competitors. Give an overview of your target customers.
- Provide a snapshot of your marketing strategy. Identify the key members of your team.
- Offer an overview of your financial plan.
In your company overview, you will detail the type of personal training business you are operating.
For example, you might specialize in one of the following types of personal training businesses:
- Mobile personal trainer: This type of business involves traveling to the client’s home, a park, or another location that is convenient for the client to provide personal training sessions.
- In-home personal trainer: This type of business is operated out of the trainer’s own home. This type of business may be great for trainers that have their own equipment.
- Online personal trainer: This type of business involves providing training one-on-one or group sessions online live or via pre-recorded webinars.
- Gym trainer: This type of personal training business operates out of a gym that allows the trainer to work with their own clients at the gym.
In addition to explaining the type of personal training business you will operate, the company overview needs to provide background on the business.
Include answers to questions such as:
- When and why did you start the business?
- What milestones have you achieved to date? Milestones could include the number of clients served, the number of sessions provided with positive outcomes, reaching $X amount in revenue, etc.
- Your legal business Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.
In your industry or market analysis, you need to provide an overview of the personal training industry.
While this may seem unnecessary, it serves multiple purposes.
First, researching the personal training industry educates you. It helps you understand the market in which you are operating.
Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.
The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.
The following questions should be answered in the industry analysis section of your personal trainer business plan:
- How big is the personal training industry (in dollars)?
- Is the market declining or increasing?
- Who are the key competitors in the market?
- Who are the key suppliers in the market?
- What trends are affecting the industry?
- What is the industry’s growth forecast over the next 5 – 10 years?
- What is the relevant market size? That is, how big is the potential target market for your personal training business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.
The customer analysis section of your personal trainer business plan must detail the customers you serve and/or expect to serve.
The following are examples of customer segments: individuals, schools, families, and corporations.
As you can imagine, the customer segment(s) you choose will have a great impact on the type of personal training business you operate. Clearly, individuals would respond to different marketing promotions than corporations, for example.
Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.
Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.
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Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.
Direct competitors are other personal training businesses.
Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes other types of trainers, coaches, gyms, and fitness programs. You need to mention such competition as well.
For each such competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as
- What types of customers do they serve?
- What type of personal training business are they?
- What is their pricing (premium, low, etc.)?
- What are they good at?
- What are their weaknesses?
With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.
The final part of your competitive analysis section is to document your areas of competitive advantage. For example:
- Will you make it easier for clients to acquire your services?
- Will you offer products or services that your competition doesn’t?
- Will you provide better customer service?
- Will you offer better pricing?
Think about ways you will outperform your competition and document them in this section of your plan.
Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a personal training business plan, your marketing strategy should include the following:
Product : In the product section, you should reiterate the type of personal training company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide lifestyle training, boot camps, or performance training services?
Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your plan, you are presenting the products and/or services you offer and their prices.
Place : Place refers to the site of your personal training company. Document where your company is situated and mention how the site will impact your success. For example, is your personal training business located in a busy retail district, a business district, a standalone gym, or purely online? Discuss how your site might be the ideal location for your customers.
Promotions : The final part of your personal training marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:
- Advertise in local papers, radio stations and/or magazines
- Reach out to websites
- Distribute flyers
- Engage in email marketing
- Advertise on social media platforms
- Improve the SEO (search engine optimization) on your website for targeted keywords
While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.
Everyday short-term processes include all of the tasks involved in running your personal training business, including answering calls, planning and providing training sessions, billing customers and collecting payments, etc.
Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth session, or when you hope to reach $X in revenue. It could also be when you expect to expand your personal training business to a new city.
To demonstrate your personal training business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.
Ideally, you and/or your team members have direct experience in managing personal training businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.
If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a personal training business or successfully running a small fitness class.
Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.
An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.
In developing your income statement, you need to devise assumptions. For example, will you see 5 clients per day, and/or offer group training sessions? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.
Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your personal training business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.
Cash Flow Statement
Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.
When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a personal training business:
- Cost of equipment and supplies
- Payroll or salaries paid to staff
- Business insurance
- Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment
Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your gym location lease or testimonials from happy customers.
Writing a business plan for your personal training business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the personal training industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful personal training business.
Personal Training Business Plan FAQs
What is the easiest way to complete my personal training business plan.
Growthink's Ultimate Business Plan Template allows you to quickly and easily write your personal training business plan.
Where Can I Download a Personal Trainer Business Plan PDF?
You can download our Personal Trainer business plan PDF here. This is a business plan template you can use in PDF format.
How Do You Start a Personal Training Business?
Starting a personal training business is easy with these 14 steps:
- Choose the Name for Your Personal Training Business
- Create Your Personal Training Business Plan
- Choose the Legal Structure for Your Personal Training Business
- Secure Startup Funding for Your Personal Training Business (If Needed)
- Secure a Location for Your Business
- Register Your Personal Training Business with the IRS
- Open a Business Bank Account
- Get a Business Credit Card
- Get the Required Business Licenses and Permits
- Get Business Insurance for Your Personal Training Business
- Buy or Lease the Right Personal Training Business Equipment
- Develop Your Personal Training Business Marketing Materials
- Purchase and Setup the Software Needed to Run Your Personal Training Business
- Open for Business
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5+ Training Business Plan Templates in PDF
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550+ Business Plan Examples to Launch Your Business
Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration. Go even further with LivePlan , which harnesses AI-assisted writing features and SBA-approved plan examples to get you funded.
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Example business plan format
Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:
The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.
Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).
Products & services
The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.
This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.
Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.
Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.
To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.
Marketing & sales
The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.
The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.
Milestones & metrics
The milestones section is where you lay out strategic milestones to reach your business goals.
A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.
You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.
Company & team
Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.
Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.
Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.
The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.
Types of business plans explained
While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.
Traditional business plan
The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.
Business model canvas
The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.
The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.
One-page business plan
The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.
By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.
Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.
It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.
It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.
Download a free sample business plan template
Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2023.
This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.
How to use an example business plan to help you write your own
How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.
Choose a business plan example from a similar type of company
You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.
For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.
Use a business plan example as a guide
Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.
One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.
You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.
If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template , or get started right away with LivePlan .
Think of business planning as a process, instead of a document
Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.
Adjust your plan regularly to use it as a business management tool
Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.
If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.
Prepare to pitch your business
If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.
Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily, just like you can leverage an example business plan template to write your plan, we also have a gallery of over 50 pitch decks for you to reference.
With this gallery, you have the option to view specific industry pitches or get inspired by real-world pitch deck examples. Or for a modern pitch solution that helps you create a business plan and pitch deck side-by-side, you may want to check out LivePlan . It will help you build everything needed for outside investment and to better manage your business.
Get LivePlan in your classroom
Are you an educator looking for real-world business plan examples for your students? With LivePlan, you give your students access to industry-best business plans and help them set goals and track metrics with spreadsheet-free financial forecasts. All of this within a single tool that includes additional instructional resources that work seamlessly alongside your current classroom setup.
With LivePlan, it's not just a classroom project. It's your students planning for their futures. Click here to learn more about business planning for students .
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Blog Training and Development
20+ Training Plan Templates for Every Business Need
By Jennifer Gaskin , Oct 26, 2022
A company is only as good as its people. So, whether you’re bringing in new staff, transitioning someone to a new role or up-skilling professionals in their current job, it pays to have effective training plans in place.
Though investing in training can be expensive, not making sure your employees have the skills they need is even costlier — from the risk of mistakes to simply falling behind your competition.
But you can save time and money developing these programs by starting with a training plan template. Keep reading for tips and templates to help you supply your team with the training they need to succeed.
Click to jump ahead:
What is a training plan, what is a training plan template, what should a training plan include, how do you create a training plan, new hire training plan, new manager training plan, employee development plan, training needs assessment, individual training plan.
A training plan is a visually organized document detailing the steps and resources needed to teach a worker a new set of skills, task or policy. There are many types of training plans, depending on the specific needs of the company and the employee.
Training plans are useful not only for organizing resources for workers, but employers can also use them to track performance progress and see at a glance where their teams’ greatest skill deficiencies may be.
Managers can also use training plans (and their knowledge of how well workers have done under them) when making advancement decisions.
Learn more about creating a successful employee training and development program built on visual communication.
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A training plan template is an existing, blank document that managers can fill in to describe the path needed to train a worker on a new task, get a new hire ready to roll or otherwise ensure an employee is able to achieve their potential.
Training plan templates are ideal for businesses that need to develop many training plans for different types of workers or processes, as this can speed up creation and implementation time (which also speeds up the overall training process).
The exact content and setup of a training plan varies depending on the end goal, but here’s a broad overview of what your training plan should include:
- List and/or description of specific goals
- Length of time in which employee is expected to achieve goal
- List of milestones to complete toward the goal
- Specific classes, certifications or materials required to achieve goal (depends on purpose of training plan)
- Method of checking off or otherwise denoting that milestones and final goal have been met
Of course, creating all of these elements is easier said than done. Even if you’re working within an existing template (like one you find on this page), as a manager or business owner, you will still need to put in thoughtful consideration about your organization’s needs.
Think about the following:
- What is your ultimate objective? It could be filling a specific job and you want to see which of three employees are best-suited. Or you might want to ensure all your workers are trained on a new computer system. Or perhaps you want to improve your bottom line by increasing efficiency and syncing up everyone’s skillsets in order to do so.
- How long is the timeframe? Again, your mileage may vary, but it’s helpful to consider where your team is beginning and where they need to get to before establishing a timeframe. For example, is everyone starting from zero knowledge about a new software being installed? If it’s hard software to learn or they don’t have much extra time in which to learn it, a long window is probably best.
- What resources will you provide? Is the company in a position to enroll staff members in a certification course, or schedule a training retreat for everyone? Or will workers be expected to pick up the skills they need in the regular course of doing their jobs?
- Who needs the training? Knowing where you want to go and where your team is starting will help you answer this question unless, of course, the training applies to everyone.
Perhaps no single training plan is more important than what is created for new hires. A bad hire is an incredibly costly prospect for any business, and for a small business, it’s especially problematic. That’s because a small business has less wiggle room in the bottom line.
According to Business News Daily , poor onboarding is a leading cause of turnover — costing the company as much as 300 percent of the person’s salary for the unsuccessful training and eventual hiring process to fill their position.
Let’s look at some new employee orientation and onboarding training plans to keep this from happening to your team:
A new hire training plan checklist is a perfect way for the new employee and their supervisor to stay on the same page. Plus, this ensures new hires get all the crucial information they need early on in their tenure. Customize this template with the policies and procedures unique to your company.
Onboarding checklists can help both trainees and managers keep track of all the tasks that need to be done when a new person joins the team. And by monitoring how many boxes are checked, it’s easy to see where you’re falling short.
When you think about it, a new job begins from the day of the hire, not the moment the new person starts working. Seize the opportunity to make sure your internal processes are up to speed before the person even walks in the door with this orientation process checklist template.
With Venngage for Business, you can easily customize a new hire onboarding HR checklist (like the one below) to add relevant company documents. For example, your new hire may be expected to have certain licenses or qualifications; add those to the new hire paperwork section to keep your HR department happy (and legally compliant!).
Make onboarding fun by using the principles of microlearning, which can help overwhelming tasks seem manageable. Keep important materials organized so that your new team members get all the knowledge they need in an accessible format.
Study after study has confirmed : bad managers — not low salaries or heavy workloads — are the number one reason people leave jobs. In fact, Gallup has found that about 70 percent of the variance in employee engagement scores can be attributed to the quality of the individual’s direct supervisor.
That’s why it’s so important to make sure that from the top down, your management structure is filled with people who have the right temperament and skill set to get the very best out of each team member. Here are some new manager training materials that can put your leadership on the right path:
Just because they’re already in management, that doesn’t mean your team members don’t have further goals. Sit down with them and talk through what they want to accomplish, and then help them visualize how to get there with this career roadmap.
Not sure about using visual content in training ? Let us convince you.
Focus on the team aspect with your new manager training plans by having them creating a mind map like this one. Get them to fill it in with their goals for various aspects of their stepped-up role in your company.
One of the hardest parts of running a company is identifying people who have management potential. Use this chart to help you understand the difference between those who would be good first-line managers and those who might have executive potential.
Though this template was created to supplement an annual performance review, it’s also an effective tool for training a new manager.
Have them plot where they perceive themselves to be on a matrix (customize it easily by updating the text) and then add your opinion. From there, you can discuss what changes they need to make to land in the ideal quadrant.
Employee development plans have a wide range of uses, from getting underperforming team members to improve what they’re doing to helping workers add skills to their arsenal. They can be focused on individuals (adding skills) or the team (improving performance) — or both.
You might think it’s counterproductive to have team members adding skills that don’t align entirely with your business objectives. But remember: employees are more likely to remain with an employer if the company invests in their careers, according to LinkedIn .
Use this SMART goals template to set objectives, timelines and methods for improving your employee’s skills. Customize it to your needs by updating the colors and adding new items to each column.
Data visualization has been shown to help with information retention — plus, it just looks cool. Use pie charts like these to help your employees visualize on a 1%-100% scale how well they’re doing at various tasks. And use the second page to expand further on where they could improve.
Work with your staff member to establish the areas where they need or want to learn more and list out the specific steps to get there using this template. Or use it to set goals they want to accomplish as part of their employee development plan .
Understanding where deficiencies are is an important part of any employee development plan, and it’s useful in helping your team members set their own career goals. Here are several training needs assessment templates you can use in your business today:
Use this training needs assessment to see your entire team at a glance. Update the columns and rows with your specific needs and see where your teams may be falling short (or excelling!).
Customize this skills checklist for your needs and have your team members fill one out for themselves. Using a method like this can help you better understand how your staffers feel about their contributions to the team — and where they see room for improvement.
Before advancing an employee to a new role or even elevating them to management, assess their positives and negatives using this readiness checklist template.
This multi-page assessment template can help you go into detail on what skills and competencies you expect members of your team to have. While it’s long, it remains accessible because of its clear organization and color-coding.
Use this questionnaire, which was developed for a healthcare setting, to understand more about how your employees rate themselves.
What’s unique and interesting about this template is that it calls for workers to rate both their success in each task and that task’s importance to their job success — which can also help you understand whether your priorities are in line with theirs.
No worker wants to feel like just another body. But creating a truly individual training plan means sitting down with your team and understanding where they are — and where they need to be. Once you’ve done that, here are some individual training plans you can work together to create:
This individual training plan template is ideal for staffers who need to work on their performance before they fall into the range of under-performing. Having templates like this on hand can help turn you from a reactive manager into a proactive one . In other words, you can head off minor issues before they become major problems.
Work with your employee to determine where they fall on this matrix. Make one quadrant for each of their critical skill sets, determining if the job in question is being done well and how important it is to the success of the employee and the company.
Here’s another alternative to an individual training plan. This template can help employees do some introspection and determine what they want to get out of their jobs and how they might plot out their future with your company.
While this employee evaluation template is geared towards an annual self-review, it can also be useful as the basis for an individual training plan. Work with a single team member, or have each person on your team fill one of these out. Then, work with the group to address each individual’s needs and potential.
Any chain is only as strong as its weakest link; individual training plans can help strengthen your entire team
Use the templates you’ve seen here, or consider them a jumping-off point to leveling up the skills each individual contributes to your team.
And remember, you can customize any of these training plan templates to suit your needs.
With Venngage’s user-friendly, drag-and-drop editor, you can edit the text, colors, icons, images, branding and more — and impress trainees with your professionalism and organizational skills!
55+ SAMPLE Training Plan Templates in PDF | MS Word | Google Docs | Apple Pages
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11 powerful training plan templates and examples for your business.
Your company can get ahead of labor shortages and the ever-evolving skills requirements of the market by investing in employee development.
Training your workers will help you resolve common workplace issues like lack of motivation, poor productivity, inadequate domain knowledge, and confusion or uncertainty about their role.
"Creating a successful employee training plan requires ongoing assessment and adaptation . You must frequently analyze your team's skills and assess any gaps that need to be filled, then design training programs to address those needs and provide ongoing support for growth and development." Sarah Watson, Chief Operating Officer at BPTLAB, personality testing solutions provider .
But if it's your first time designing and executing a structured training program, you might need guidance on how to begin or what to include in your plan.
We've put together some of the best employee training plan examples, templates, and checklists. Use them as a starting point when building robust training programs for your organization.
❗️ 7 Must-haves in an employee training plan template
There are different kinds of training opportunities that you can offer your employees. And templates tend to come in different shapes, forms, and structures because they are made by people with varying organizational needs and goals.
However, whether you're creating your own or building upon someone else's, here are some essential elements that any good training policy template should have.
List out how you hope the training program will benefit your workforce and company. Your goals must be specific, measurable, and relevant. Learn more about soft skills and hard skills . Employee training assessment can also be helpful to understand your employees needs.
Type/method of training
How do you intend to deliver the training? Will it be instructor-led, self-paced, virtual, in-person, or blended training? Or maybe you want to use a role-playing, virtual training , gamification , on-the-job training and mentoring approach? Think about your options and note them down in this section.
➡️ Check out our new hire training plan for the ultimate training for your new hires.
Training curriculum and materials
This column in your training plan template should cover what employees will learn during the training. Mention the learning resources and materials you'll need or provide and any regulatory guidelines that employees and course creators must follow.
Audience and stakeholders
This template section is for defining who needs the training, who will be creating courses, conducting, or overseeing the training, and the expectations for each of the roles.
What specific knowledge, skills, or competencies do you want employees to take away from the training?
We recommend first filling a skills matrix , to understand your people's current skills levels and identify any gaps.
➡️ Check out our article on the top 11 hard skills your people should master ASAP.
For instance, your marketing team has a training objective to improve their social media advertising skills. The learning outcome you should see after training is a strong understanding of Facebook Ads.
What is the duration of the training program? What dates and times will training sessions take place? What are the deadlines for completing performance milestones? When will you check in with employees to see how they are progressing?
KPIs for effectiveness
Finally, every training plan template must have a field where you can define how you will measure the effectiveness of your training efforts.
Tip: Note the KPIs or metrics you will use as a benchmark.
📝 11 Examples of employee training plan templates
We've put together these ready-to-use training templates and checklists that you can customize to suit your company's learning and development needs.
1. Training needs assessment template
What this template includes: This training survey helps you uncover insights about gaps in employee performance, knowledge, and skills. It tells you what your workers want to learn, their preferred learning methods, and their schedule.
When to use it: To assess your organization's training needs and know where the skill gaps are for each department and individual employee before you begin planning a training program.
Why it matters: This information will enable you to identify your business case for training and design targeted learning and development experiences that produce better outcomes for you and your workforce.
2. New-hire training template
What the new-hire training template includes: This template covers everything that new hires need to know to help them settle into their role and do their jobs to the best of their abilities.
It contains essential knowledge, training, and skills that you want to equip new hires with, such as:
- company policies;
- role descriptions;
- starter projects;
- chain of command;
- standard operating procedures;
- orientation, integration, and performance review timelines.
When to use it: Use your training plan to set new employees up for success from day one and guide them through their first few months or year on the job.
Why it matters: How you onboard and train new hires can make or mar their experience and performance at your company.
"Investing in employees at the start with a well-thought-out and comprehensive training program demonstrates a willingness to invest in their growth, which leads to enhanced loyalty, meaning you won't have to fill the position again anytime soon." — Mitch Chailland, President of Canal HR .
Tip:💡 Make sure to check out our blog post on how long onboarding should take and the best practices.
3. New hire training checklist
What the new hire training checklist includes: You'll find all the logistical items, preboarding activities, and action plans you will need to manage to guide new hires through your onboarding and training process from the moment they accept your job offer to their first annual performance check-in.
When to use it: Start ticking off items from your checklist to prepare your new hire for their first day and acclimate them to their new role, team, and company in the early months.
Why it matters: The strength of your new hire training will determine: - the employee's experience with your company; - their speed to productivity; - how well they perform in their role.
A checklist keeps things from falling through the cracks, guaranteeing all new hires a uniform onboarding and training experience.
➡️ Check out the new hire training checklist .
4. Pre-training checklist template
What the pre-training checklist template includes: This template breaks down the materials, schedules, tools, tasks, and activities you'll need to create, arrange, track, and execute to conduct a training session successfully.
When to use it: Create a training curriculum, prepare a memorandum, invite instructors and trainees, get feedback from participants, and disaster-proof upcoming training schemes by working through the checklist.
Why it matters: The last thing you want is to pour your time and energy into planning a training only to realize on D-day that you forgot essential elements.
You want to ensure that you remembered to:
- Book a conference room.
- Send out email invites to some employees.
- Print out enough assessment forms.
Preview of Pre-Training checklist template
☑️ Prepare training memorandum and email invite.
- Determine which employees are mandated or free to attend.
- Provide training agenda.
- Provide training date, time, location, and other pertinent information.
Completion date: 2 weeks before training day.
Assigned to: HR.
☑️ Confirm attendance.
- Make sure all mandated attendees have signed up.
- Book a suitable conference room.
Completion date: 1 week before training day.
➡️ Download the complete training checklist in excel .
5. Individual employee training plan template
What the individual employee training plan includes: This template gives you an overview of where a specific employee currently is regarding skills and performance and where they need to be. It details the following:
- Employees' skill gap;
- Training goals;
- Development actions;
- Training methods and materials;
- Learning outcomes;
- Progress metrics;
- Training timeline.
When to use it: Use this template to sharpen an employee's existing skills or prepare them to transition into a different role. Or as a component of your performance review process to support staffers who seem to lag behind before their performance becomes a severe issue.
Why it matters: A proactive training approach boosts employee productivity and efficiency by pinpointing the skills they are lacking and helping them develop those areas.
Tip: Sit down with the employee who needs the training and work with them to develop their training plan.
➡️ Get the individual employee training plan template .
6. Employee development plan template
What the employee development plan template includes: This template acts as a guide for documenting and nurturing each employee's professional growth plans. It covers:
- their career goals;
- the skills and knowledge they need to reach their goals;
- the training and actions they will take to gain these skills;
- the timeline for completing the training and hitting milestones.
When to use it: Create development plans to:
- Speed up time to productivity for new hires as part of the onboarding
- Improve performance of underperforming employees
- Help members of your team grow their skills and advance their careers, whether that means progressing toward a management role or making a lateral move.
Why it matters: Hiring new employees, especially at a higher skill tier, is far more costly and time-consuming than providing upskilling and career development opportunities for your current employees.
➡️ Get the employee development plan template .
7. 70-20-10 development plan template
What the 70-20-10 development plan template includes: A 70-20-10 training plan gives you a framework for structuring your development programs using:
- peer-to-peer, and
- formal training methods
To maximize engagement and performance.
When to use it: Use this template before launching your program to divide your training into sections, so everyone knows which skills trainees will learn on the job, from their peers, or through formal training sessions like seminars, presentations, and courses.
Why it matters: Offering employees the 70-20-10 blended learning experience supports better knowledge retention and the development of practical skills.
➡️ Download the 70-20-10 development plan template .
8. Training matrix template
What the training matrix template includes: This template supplies all the data you'll need to get a comprehensive view of the state of your training initiatives, such as:
- employee names, roles, and departments;
- active training courses and topics;
- learner progress;
- course completion rate;
- failure rate.
When to use it: Keep track of specialized and company-wide past and present training efforts and the individual employees or teams that have participated in them with this template.
Why it matters: Building a training matrix is a great way to monitor your active training programs, how trainees progress through the program, and the training needs you should be working towards meeting.
➡️ Get the training matrix template .
9. Leadership training plan template
What the leadership training plan includes: Get an overview of your company's current leadership abilities and the areas where there's room for improvement. This template addresses the following:
- training needs assessment;
- training objectives;
- your leadership training topics ;
- the core leadership skills your (future) leaders will obtain from the training;
- the training methods and formats you'll use to facilitate this;
- your use of facilities and stakeholders.
When to use it: Provide your workers with leadership training to develop and improve the skills they'll require to manage a team effectively. Plus, use leadership training to teach about your organization's code of conduct for supervisors.
Why it matters: A leadership training plan example allows you to transform your newly promoted employees and staffers with management potential from "actors" to "directors."
➡️ Get the leadership training plan template .
10. Product training template
What the product training plan includes: This template makes it easy to train your employees and other stakeholders on new or existing products. It presents information about the following:
- the product's benefits and features;
- product use cases;
- how the product works;
- why it is better than that of your competitors.
When to use it: Break out this template whenever a new team member starts in your company to get them up to speed with your products. Alternatively, use product training to help current employees learn everything there is to know about newly launched offerings.
Why it matters: To convincingly sell your product to customers, your employees must first understand its WHAT, WHY, and HOW.
11. DEI training plan template
What the DEI training plan template includes: This diversity, equity, and inclusion template is designed as a microlearning journey. It touches on everything from why DEI matters to your company's DEI policies and aspirations, as well as actions employees can take to tackle bias and foster inclusivity.
When to use it: Put this ready-to-use course to work to educate new and existing employees about DEI topics so that everyone feels respected, safe, welcome, and empowered in the workplace.
Why it matters: A lot goes into designing an effective diversity training initiative. Work from a structured template to keep track of all the moving parts and ensure you deliver consistent messaging about the importance of cultivating a healthy and inclusive workplace culture.
➡️ Get the DEI training plan template .
💪 Why use a training plan template?
A training plan template is a document that outlines how you intend to carry out your training initiatives. It breaks down what has to happen to ensure the success of your training efforts.
Here are some advantages a good training plan template can offer you.
1. Saves you time
The more time you use in creating your training plan, the longer it will take to launch your training program and start upskilling your workers .
Rather than spending days or months strategizing and building your training plan from scratch, you can fill out a template or modify it to suit your needs. Again, this frees up time you can spend on other important tasks.
2. Makes the training process less stressful
A training plan template streamlines your company's training journey by providing a roadmap outlining the steps you need to take to achieve specific goals.
It takes the pressure and worries out of analyzing training needs, preparing strategies and objectives, and developing a curriculum to support individual learning goals.
Templates help you address your organization's present and future skill gaps.
3. Keeps things on track
Without a training plan template, it's easy for things to fall through the cracks because you may not be able to remember or keep track of all details.
You can invest a lot of money and time only to end up with a training program that doesn't deliver on its promises or meet the expectations you set for it.
A template helps you stay on schedule and manage all the components of your training process so that everything flows smoothly.
4. Helps anticipate employees' training needs
To create successful skills development programs, you first need to know what areas your workers need upskilling or reskilling to remain competitive in their careers. And to ensure the continued survival and profitability of your business.
A training plan template takes the guesswork out of the equation, empowering you to design and execute engaging training programs that help your employees grow as individuals and as a team.
➡️ Learn how to create an effective employee training plan in 9 steps.
➡️ Plan your training with Zavvy
Training plan templates can be a helpful guide for standardizing your training initiatives and mapping out how you will empower your workforce with the skills they need to grow and perform better.
But to build sustainable and scalable training initiatives, you also need the right training tool.
Zavvy's training solutions are ideal from onboarding onwards to create a continuous learning culture for your company.
Zavvy makes it easy to:
- Plan, create, distribute, and manage your learning and development content in one place.
- Automate your entire training program to reach people with the right content at the right time with ready-to-use training courses .
- Deliver effective and engaging learning experiences with creative training solutions like microlearning, peer learning, and learning in the flow of work.
- Train and support managers with actionable guidance to help them become inspiring and proactive leaders.
- Track course completion, engagement, learner performance, and training ROI.
Ready to build a worry-free training program? Book a free demo anytime.
Berfu is an Employee Experience Specialist at Zavvy. She has a background in learning psychology and helps our customers get the most out of their people enablement programs.
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Free Training Plans Templates for Business Use
By Kate Eby | May 31, 2018
A training plan holds you accountable for your actions by providing documentation to track and monitor progress toward a goal. To save you time, we’ve provided the top free, downloadable training plan templates for business use .
You'll also find details on what a training plan is , the benefits of using one , and tips on how to write one .
Free Training Plan Templates
In this section, you’ll find training plan templates available in Microsoft Excel and Word formats, as well as PDF. Download all of the following templates for free, and customize them to meet your organizational needs.
Staff Training Plan Template
Download Excel Template
Try Smartsheet Template
A team or department manager can use this template to document their entire staff’s progress at once. You’ll find multiple charts to track knowledge areas, award competency scores, and list formal trainings and meetings (as well as who has attended them or completed the necessary tasks). This template enables you to monitor both hard and soft skills so that you can get a composite view of each employee’s progress.
Monthly Training Plan Template
Try Smartsheet Template
This template provides a useful schedule to help you plan your training over the course of a month. List details such as department, training contact, topic, and location, and then complete the prebuilt schedule with training dates and times. To track your progress, use the provided columns to mark milestones. Use this template as a high-level monthly planning tool to ensure you’ve organized training sessions and met your goals.
Weekly Training Plan Template
Download Weekly Training Plan Template
Excel | Word | PDF
This simple training plan template is designed to track team or department progress on training activities over the course of a week. List the employee, activity, and desired outcome, and use the weekly calendar either to plan training sessions or to mark whether or not the employee completed the training work. Finally, leave remarks on each employee’s performance and sign off for approval at the end of the week. This template is especially relevant for a manager or a lead who needs to oversee multiple team members’ development over a short period of time.
Daily Training Plan Template
Download Daily Training Plan Template
Use this template to plan and track daily training tasks for a single team member. At the top of the template, list employee and training contact info, the department, and the goals or desired outcomes. In the chart below, list time, task, and duration of training, and sign each row as the employee completes an activity. Create a separate daily training plan for each team member to track their progress individually.
Annual Training Plan Template
Download Word Template
This comprehensive annual training plan template is available as Word and PDF files. Create a narrative-style training plan with separate sections for background information, critical needs, goals, performance metrics, estimated budget, milestone schedule, and revisions. This template is best for teams that need to formally document their training efforts. For those who need a quick visual overview of progress, check out the simple annual calendar templates in this article .
Employee Training Plan Template
Download Employee Training Plan Template
Excel | Word | PDF | Smartsheet
Use this Excel template to create a training plan for an individual employee. List employee information, including ID number, position, department, and reviewer credentials, and then create a list of activities for Week 1, and for 30, 60, and 90 days out. The template includes columns for you to note whether the activity is active or on hold, the point of contact for each growth area, status, and observations — all of which will help you measure employee progress and keep them accountable.
New Employee Training Plan Template
Download New Hire Training Plan Template - Excel
This template is designed as an onboarding plan you can use to ensure new hires complete all the necessary training, paperwork, and activities as they acclimate to their new role. The template includes sections for activities completed through management, HR, IT, and peers, and it lists sample activities that a new employee might need to accomplish. Track the new hire’s orientation and integration from the first day through the first year with this easy-to-use template.
Project Plan Template
Download Project Plan Template - Excel
Sometimes, training can occur on the job. One way to ensure that you stay on track — in time, on budget, and within resources — is to create a project plan that outlines all the tasks, activities, and milestones you need to accomplish en route to your objectives or deliverables. Download this project plan template in Excel to list all tasks, assign team members and due dates, and note progress with the built-in Gantt chart , all the way through to project completion.
What Is a Training Plan?
A training plan is a document that details the strategy and specific steps needed to accomplish a goal or an objective. You can create a training plan for nearly any undertaking, such as a business or creative project, team development, staff or new hire training, or a personal endeavor (such as a running a marathon ). Regardless of the objective, training plans hold you accountable for intentions, actions, tasks, or activities that must be completed en route to a larger goal.
Many different business roles can make use of a training plan, including trainers and instructors, managers, staff, employees, IT, support representatives, or the entire organization. Colleges and universities also frequently use training plans to track their progress toward a goal.
What Is a Training Action Plan?
A training action plan is a document that you create prior to the training plan, and lists only the actions necessary to achieve a particular goal. As opposed to a training plan, a training action plan does not include strategy or scheduling information. To learn more about action plans and to download action plan templates, read this article .
Benefits of a Training Plan
Building a training plan can help ensure the success of the project, onboarding , skill building, or other objectives you aim to achieve. By providing a road map to success, a training plan ensures that you accomplish tasks and meet milestones along the way to your overarching goal. In addition, a strong training plan can offer the following underlying benefits:
- Aid you in preparing objective, needs, strategy, and curriculum to be addressed when training participants
- Improve trainer and training participants’ experience by providing a clear plan of action
- Ensure that each training session is well planned, helpful, and inspiring
- Gain much needed expertise and experience, which can help you achieve your goal
Ultimately, these benefits can make it easier to accomplish your goals. Training plans play a vital part in making your organization more profitable, beating the competition, and creating a thriving work culture.
How Do You Design a Training Program?
Before you write your training plan, you’ll need to do some strategic thinking and create a program structure that reflects both the needs and abilities of your workforce and your goals. Designing a training program will vary based on the industry and type of undertaking, but some general tips can apply to any workforce training:
- Identify Training Needs: In order to design an adequate training program, you need to know your needs. Perform a training needs assessment in which you identify your goals, the tasks required to reach them, and the training activities that will support them.
- Set Learning Objectives: Once you have identified your needs, define what you want your workforce to achieve from an educational perspective. What do you want your employees to learn? How will you tangibly test knowledge growth?
- Create Training Materials: In most cases, providing your trainees with materials of some sort (be it physical or online documentation, or quizzes, games, etc.) will greatly enhance their learning and retention. Get creative and find useful ways to increase the “stickiness” of your training curriculum.
- Implement the Training Plan: Next, you have to execute the plan you’ve designed. Make sure to document progress, and note any problems or inconsistencies that arise. Use a training plan template (included above) to document and support implementation.
- Repeat Steps as Necessary: The goal of any training plan is to increase knowledge and skills, and you can’t rush the learning process. Take your time and ensure that everyone is getting the deep learning and practice that they need to be successful.
- Evaluate Training: This is a key element to the long-term success of your training plan. Elicit feedback from participants and managers, and refine your design for future use.
How Do You Write a Training Plan?
Just as the design of your training plan will vary based on your organization and specific goals, so will the documentation of your training plan. The templates included in this article offer a range of structures and styles, but you can customize all of them to fit your needs.
If you want to create your own document, here is a basic list of what to include in your written training plan:
- Objectives: List your goals, and make sure they are measurable and specific.
- Duration: Ideally, your training plan should be flexible, offer an approximate, realistic duration of the plan to give participants an idea of what to expect, and aid managers in evaluating performance. Some training plans include multiple future dates at which to measure performance (for example, 30, 60, and 90 days).
- Venue/Facility: If you are hosting a workshop, include details about the venue and facility, such as directions and special instructions.
- Dates/Times: If there are specific meeting times that staff needs to attend, make sure to list them on the plan.
- Activities and Learning Strategies: Depending on how comprehensive your training plan is, consider including a section where you detail the activities and knowledge areas in which you hope to see improvement. However, not all training plans require this level of detail.
- Milestones: Include room to mark key milestones, as well as space for dates and a signature if applicable. You might also want to include a section to rank accomplishments or competencies along the way.
- Approval Signature: Include a space for the manager or lead contact to sign off once the training program is completed.
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Top 10 Training Plan Templates With Examples and Samples
Skills upgrade and learning is a continuous, ongoing process, which is a must for businesses of any scale. To stay abreast of the times and ensure optimum productivity, it is critical to developing a company training plan. This might appear to be a time-consuming exercise, but it only needs to be done once, after which it requires minor tweaks as the market evolves or technology improves. Management ranks and employees all need to upgrade their skill sets over time.
Hence, training should be incorporated into the company's day-to-day operations. Motivated employees who want to see the company succeed will often take new ideas they come across and suggest a course of action that will benefit the company's bottom line.
Nonetheless, additional staff training, if chosen carefully, will help to achieve greater efficiency and a better Return on Investment (ROI).
To convey and record training needs and their mammoth importance for business, SlideTeam's Training Plan Templates are the perfect solution. Using these expert-curated, professionally-designed presentation templates, you'll be able to transition someone to a new role or up-skill professionals from their current position.
The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure. Time to have effective training plans in place!
Template 1: Employee Training Plan PPT Deck
The most efficient way to ensure that every employee receives the training they require is to develop a training plan tailored to their specific needs. An employee training plan lays out exactly what needs to happen to meet training requirements. Get your technical training and project planning, etc., in order with our PPT Deck. Download it right away!
Download this template
Template 2: Training Plan PPT Slide
Use our PPT Deck to outline how you plan to carry out your training initiatives. It outlines what must occur for your training efforts to be successful. Apart from the training plan, this deck also includes a full-fledged annual training plan report for more clarity. Develop your worker's specific skills with our content-ready PPT Deck. Download now!
Template 3: Training Strategy With Development Plan and Priority
Organizations can use training strategies to develop protocols for developing employees' professional skills. Creating a training strategy ensures that these efforts mesh with your business operations to maximize the value of each training session. With this PPT Template, you can help your employees perform their jobs with effectiveness, increasing overall company productivity.
Template 4: Corporate Training Plan PPT Template
An employee training plan lays out exactly what needs to happen in order to meet the training requirements. Employ Corporate Training Plan PPT Slides to provide skills and knowledge to your organization. Describe what a project roadmap should include, such as project goals and objectives, a timeline indicating the schedule, potential risks, etc. This is an excellent choice for any assistance with industry learning and development. Download now!
Template 5: Training plan for effective work management
Providing you with a solid training plan PPT Template that can serve as the foundation of an organization rather than just for employee training. Continuous skill development ensures that you are striving for effective work management and workforce success. That is why it is critical to developing a training strategy. Download it now and watch it make miracles for your company.
Download this template
Template 6: One-page Employee Training Implementation Plan
Proper training can set employees on the path to success within a company. It is more important to implement a training plan than to create one. Your weekly training timeline, schedule, and desired results will all be taken care of. Also, outline the training needs assessment process in five steps, starting from pre-inventory assessment, workshop analysis, task verification, training needs inventory, and program design. Get your hands on this design instantly.
Template 7: Sales Training Plan PPT Template
It is a difficult task to prepare your sales people for success. Your sales team will be able to create meaningful buyer engagements with our PPT Slide. It provides them with the necessary skills and resources. This template specifically mentions field training, FAQ training, and so on. Download it right away.
Template 8: Key Steps For Creating Effective Employee Training Program Plan
Businesses were able to keep up with the rapid pace of t changes and challenges with the implementation of an employee training plan that resulted in a flexible, well-trained workforce. Time to get yourself well-acquainted with the necessary steps to create an effective employee training plan. From performing an assessment to implementing the training, everything is readily available in this PPT Slide. Get it now!
Template 9: Weekly Training Planner One-pager
This weekly planner one-pager PPT Template makes it simple to track the progress of a project and create a task schedule. It assists you in prioritizing tasks and staying on track by dividing your time wisely. With its assistance, one can easily schedule events and assess the project's progress. You can also make a weekly budget schedule to keep track of your spending. Download now!
Template 10: Weekly Leadership Development Training Plan Schedule
It is critical to cultivate a leadership culture throughout an organization. Using our PPT Template, you can strengthen your leadership skills and competencies. . You can create a weekly roadmap outlining how your organization will develop leadership skills in employees. . Get this slide right now and start your new work week!
Over To You!
Companies that want to grow and adapt will need to train their employees at some point. Having what you need before you need it indicates that your company is prepared for the future.
Creating an employee training plan can be difficult, but SlideTeam is here to your rescue.
FAQs on Training Plan
What are the different training methods.
Employee training is an important part of a company's growth and success. A well-trained workforce is more productive and efficient, allowing them to make significant contributions to their organization. Here is a list of employee training methods for you to understand and select from.
2- On the job training
3- Instructor Led Learning
4- Simulation Training
5- video training
6- Case Studies
7- Peer to peer learning
What are the steps involved in the training program?
For years, organizations attempted to train frontline workers without a process in place. However, in order to develop a successful training program for your organization that helps to cultivate the best employees, you must consider the following steps:
Step 1- Specify Your Training.
Step 2- Get Your Training Ready.
Step 3- Put your training to the test.
Step 4- Conduct Your Training.
Step 5- Verify Your Training
Step 6- Conduct an audit of trainee performance.
What does a training program accomplish?
Employee training programs provide them with the skills and knowledge they need to perform their daily tasks. Furthermore, training programs provide employees with extensive knowledge in their respective fields, allowing them to gain experience and become more comfortable doing their jobs.
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Design-Build Contractors & Firms in Elektrostal'
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- Cedar Rapids
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- Elektrostal', Moscow Oblast, Russia
Featured Reviews for Design-Build Contractors & Firms in Elektrostal'
What is a design-build firm, questions to ask a prospective elektrostal' design-builder:, find design-build contractors near me on houzz, how do i find a local design-build firm in elektrostal'.
- Reach out to the pro(s) you want, then share your vision to get the ball rolling.
- Request and compare quotes, then choose the Design-Build firm, that perfectly fits your project and budget limits.
What services do Design-Build Firms provide in Elektrostal'?
- Building Design
- Custom Homes
- Floor Plans
How many Design-Build professionals are in Elektrostal'?
Business services, connect with us.
- Phone: +90 (212) 875 19 08
- E-Mail: [email protected]
- Company Profile
- Company Policy
- Mission and Vision
- Aluminium Windows
- Aluminium Doors
- Aluminium Sliding Elements
- Aluminium Curtain Walls
- Aluminium Skylight Elements
- Aluminium Frames for Safety and Security
- Aluminium Conservatories
- Metal Panel Sheet Claddings
- Aluminium Entrance Frames
- Glass Structures
- Complementary Items
- Lightweight Steel Structures
- Human Resources OPEN
First successful projects, then lasting relationships!
As it has been in the past 40 years, Mimsa believe in providing competitive prices without compromising their principles of quality. We have managed to create lasting relationships based on honesty and cooperation while adding new customers each year.
Nothing is more important for us than Customer satisfaction!
Mimsa prioritizes customer satisfaction in the services they provide, and strives to understand the customers’ requests thoroughly in order to fulfil their needs and expectations. According to Mimsa Aluminium, every single customer should always be provided with the quality and services above expectations.
Every single completed project is the beginning of a lasting relationship for us.
Mimsa executes every project with experience and knowledge, while continuously improving itself and its high-quality production. Therefore, Mimsa never regards a project as a completed business. Every single project is a successful representation of lasting relationships. Thus, Mimsa pay great attention to post-sale support and keep on supplying uninterrupted support to their customers after completion.
It is very important for us that every single project we execute creates value to our workers, community and environment!
Aiming to create value for the community, environment and humankind in each project. Mimsa perceive that the occupational training of its employees and the new entrants to the workforce gets these individuals well equipped for the industry and community, and so does whatever needed without second thoughts.