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School Business Plan
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Youth Mentoring Program Business Plan
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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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How to start a training business: 6 steps to success
Updated on: 10 Dec 2020 by Nikos Andriotis , 8 mins to read
The eLearning market is growing — fast. So fast, that from the $200 billion in 2019, it’s now expected to grow over $375 billion by 2026. And as people are warming up to the idea that eLearning is just as effective as traditional training, there’s never been a better time to think about how to start a training business.
Before you jump headfirst into starting a training business of your own, you’ll want to slow down and make sure you have everything in place. Do you know what will make your business successful?
Here’s our six-step plan on how to start a training company .
How to start a training business in 6 steps (and make it a success)
Starting a training company isn’t much different from setting up any other company. You’ll still need to think about all the essential aspects of business 101: Who’s your client base ? How will you persuade them to choose you? How will you beat the competition ?
Let’s look at how you can set your eLearning business up for success.
- Know your audience
- Use the right technology and tools
- Think about the content
- Partner with the right people
- Run it like a business
Curious to learn more? Let’s dive in!
1. Know your audience
Before starting your own training business, you need to decide who you’ll target with your business.
Enter market research. The best way is to hire a market research company that can assess the viability of the training business you’re considering. A more affordable option is to talk to people, run an informal survey, or put up a simple “sign up for updates” form on your Facebook or landing page to gauge people’s interest.
Ultimately, the goal is to land on a specific target audience for your services before you start a training business. Who are they? What do they need to learn? What do they want to learn? The next step is to determine how large this audience is . This way you’ll be able to estimate your company’s profitability.
Sustainability and profitability are two elements you should look at before you commit your time and money to start an online training business. Of course, you’ll only be able to tell with real certainty after your business opens doors, but this will definitely help you rule out some impossible markets.
Another factor you need to consider regarding your audience is whether you’re targeting your local market (which, in countries like the US or China can be more than big enough) or an international one. This will affect a great many things, such as your content (depending on who you want to reach you might need to offer localized courses), the way of delivery (to easily target an international audience you’ll need a full-featured eLearning platform), even your payment methods.
Another consideration is whether you are targeting the general market (that is, J. Random User on the web) or businesses.
Don’t rule out enterprise training. Offering enterprise training as an outside contractor is a wholly viable business option. Not all enterprises have internal enterprise training programs, and even those that do, don’t cover all their training needs with them. That’s where you, as an independent training contractor could come in and offer a complete training program saving them from the hassle of deploying and maintaining it.
2. Use the right technology and tools
To run a successful eLearning business, it’s important to pick the right technology. After all, eLearning is 50% content and 50% delivery. Delivery refers to speed, UI, ease of use, intuitiveness, features , and more. And that is all technology.
Modern technology, high-speed internet, and the emergence of turn-key, full-featured LMS platforms like TalentLMS , have leveled the playing field. With the right tools in place, even a small, two-person company can compete with a big, established training provider — if not in breadth of content, then surely in quality and presentation.
Besides, don’t forget that the technology you choose will affect your scalability options further down the road — i.e. how big your business can eventually get.
You probably want your eLearning business to be infinitely scalable from day one, but that’s not easy (or affordable) to achieve, especially if you’re considering building the learning platform yourself. It’s also something that’s not necessary to address when you first start a training business.
In this case, cloud-based LMS is the best solution , as essentially you offload the scalability problem to your cloud provider, and you’re free to increase your plan (and reach) whenever the need arises.
This flexibility will usually come at a small per-user fee, paid to your Cloud vendor. But, unless you’re at Google scale, it’s still better than paying a huge amount upfront for building your own server farm, plus the salaries to maintain your own IT team.
Build your online training courses in minutes with TalentLMS. The learning management system that’s easy to set up, easy to use, and easy to customize.
3. Think about the content
When we’re thinking about how to start a training business, one of the first things that comes up is content. Because content is indeed the core of your business.
Whether you’re offering Arabian flute lessons to all consumers or Economics 101 to enterprise audiences, your content needs to be top-notch, because this is what will make your eLearning business stand out.
Think polished, professional-looking content , with a high enough production value. No sloppy writing, no boring PowerPoints, no boring videos of talking heads.
Take the time to do it right yourself. Or hire a talented writer, and learn about all the trade tricks that can increase the perceived — and actual — quality of your content (e.g., consistent typography).
The most important decision, though, is the kind of content you’ll invest in. While you might be passionate about Latin, it doesn’t mean others are too — especially not a large enough audience to help you sustain an online training business.
You should also be cautious of uber-trendy subjects, as they may be unsustainable for any significant period of time. Cryptocurrency might be trendy now, but not in the next two years, and the last thing you’d want is to have invested loads of money on content that won’t pay off.
4. Partner with the right people
You might be tempted to wear every single hat in your new business. That’s fair. When you’re starting a training business, chances are you can’t afford to hire a dedicated department for marketing or sales. But, doing it all yourself is not a viable option, either.
Instead, find the right freelancers and partner with them. For example, you can outsource plenty of business administration tasks to a virtual assistant. You can hire freelancers to cover your marketing tasks, and even get instructional designers and subject matter experts to design your courses.
Be honest about your weaknesses and your strengths. And then hire the right people who complement those.
5. Market it
If you have your business license at hand, your content polished and loaded, and your LMS ready to welcome your learners, you might think you’re all set.
But that’s just the first part of starting a training business. The really hard part will be to market your training offering so that enough people sign up.
This all depends on your marketing budget and your ingenuity. At the very least, you should give your website and service a professional and memorable look based on your corporate branding .
Your target audience will also determine how you will market your eLearning offerings. For example, if you target a niche industry (e.g., music production courses), then it would be a good idea to advertise in trade magazines and websites. If you’re competing for enterprise training contracts, you should target websites like LinkedIn, talk to enterprise executives directly, etc.
Of course, if your eLearning business idea is unique and your content well thought out, it might market itself through word of mouth and favorable online reviews. But don’t depend on that — to paraphrase Glengarry Glen Ross, you should “always be marketing”.
6. Run it like a business
This goes without saying, but if you want to start your own online training business, you would need to treat it like a business, too.
First, you’ll need a quick starter course in economics to learn about revenue, taxes, and pricing . Don’t assume that you know these things and that running a business is intuitive. Some economic concepts are common knowledge. But most will come as a surprise, or maybe a revelation. A lack of understanding of notions like sunk cost, opportunity cost, and price curves has hurt far too many businesses to mention.
You’ll also need to keep up with the bureaucracy (the IRS doesn’t joke around), keep an eye on your competitors, and be on the lookout for new business opportunities and partnerships.
If what you have in mind is the cliche image of a boss who doesn’t do anything but collect profits each month, you better forget it. Running a business is a 24/7 job.
How to start a training company 101: From theory to practice
Now you know how to start a training business. And even though it’s hard work, there’s never been a better time to dive in. The online training industry is booming and will continue to grow.
Are you considering starting your own training and development company? What’s stopping you? Already a proud eLearning business owner? What lessons did you learn when you started your training business?
Let us know in the comments!
Save time, frustration and money with TalentLMS, the most-affordable and user-friendly learning management system on the market. Try it for free for as long as you want and discover why our customers consistently give us 4.5 stars (out of 5!)
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Originally published on: 13 Jul 2018
3 responses to “How to start a training business: 6 steps to success”
We started using talentlms a year ago to create an elearning/training product for our Nonprofit Accounting Software product. Our experience has been wonderful. We searched for about 6 months and did several trial versions with other vendors. Talentlms seemed to be the most flexible. We also appreciated the pricing model, allowing us to scale this part of our business, specifically our Acumatica eTraining product for end users . Way to go on creating a top-notch product that is both flexible and dynamic!
Thank you very much Jeremy, I am really glad you are enjoying TalentLMS!
Thanks for giving me your best suggestion …………
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Training Business Plan Sample PDF Example | Free Download Presented by BizMove
Watch This Video Before Starting Your Training Business Plan PDF!
Checklist for Starting a Training Business: Essential Ingredients for Success
If you are thinking about going into business, it is imperative that you watch this video first! it will take you by the hand and walk you through each and every phase of starting a business. It features all the essential aspects you must consider BEFORE you start a Training business. This will allow you to predict problems before they happen and keep you from losing your shirt on dog business ideas. Ignore it at your own peril!
For more insightful videos visit our Small Business and Management Skills YouTube Chanel .
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Are you traveling? Consider investing in a money belt to protect your valuables! Money belts go around your waist and under your clothes. Never take money from your money belt while in public, it makes you a target for thieves! Instead, put the money you plan on spending that day in your pocket, before you leave the hotel room.
Take a minimum of valuable items with you when you travel. If you bring many valuables with you, you run the risk of losing them or having them stolen.
When you sign up for your passport, make sure you fill in the emergency information. You should always prepare for the worst and the unexpected. Should something happen to you while in a foreign country, it is important to have this sort of information available to contact friends, family, or loved ones.
Make sure you keep your receipts. Saving receipts and keeping them organized while traveling is always a smart idea, especially if your trip is business related. Not only is it a good idea for financial reasons, they can also serve as a journal of sorts and can even make nice mementos from your trip.
When traveling by air, purchase your airline tickets as early as possible. Airlines that offer very low fares, like Southwest Airlines, have a limited number of seats available at the lowest price. By purchasing your tickets early you are assured of getting the best possible rates for air travel.
When you travel make sure you take a travel-size bottle of Febreeze or similar product in your handbag. The person who sat in the seat of the plane, bus, or train before you may not have had time to shower before sitting down for a long flight. Avoid spending your trip smelling the previous passenger's body odor by spraying your seat with Febreeze.
If you have a fear of flying and need a drink to help you relax on the plane, always make sure that you add two drinks of water to that one alcoholic beverage. The worst thing you can do is drink too much on a plane and get sick or dehydrated.
If you're going on a cruise, pack a travel mug with you. They're great for filling up with coffee or tea while you're wandering the ship in the mornings. They can also keep you from spilling your drink while in the buffet line. And if you're going to be sitting by the pool, they'll keep your drinks nice and cool for you.
Anyone who's ever been on a cruise knows how much all the hallways and doors look the same. To make finding your door easier, bring a photo of your family pet or something (nothing personal!) and attach it to your door with a Christmas bow. This will help you easily identify which room is yours.
You can join forums and websites that are focused on travel. On these sites you will learn everything you need to know about the location you are traveling to. You'll find out about attractions you might not otherwise have known about.
If you plan to travel with children it is best to think ahead. Kids are not the easiest to vacation with and will need quite a few entertainment tools to keep them happy. If you make a list in advance, you will know exactly what to bring when you travel.
If you are preparing to travel and have questions about the hotel you are going to stay at, try calling late at night. The hotel is typically not busy around midnight, which means that you will receive the undivided attention of the employee. The worker is also more likely to give you advice about attractions and restaurants around the city.
If you're visiting a museum or other tourist attraction, make sure to ask about any special discount rates for which you might be eligible. Many attractions have discounts for seniors, children, and students. Getting a discount rate will help you save money and travel on a budget while still enjoying the local sites.
There's a reason every diet program and nutritionist out there tells you to drink water and lots of it. Keeping yourself hydrated with water, rather than coffee, tea or soda, can prevent you from experiencing fatigue and excessive tiredness. These feelings are notorious triggers for emotional eaters. Drinking water before a meal also helps you to feel fuller faster.
If you have the option to do so, use a business card as your luggage tag to avoid revealing your personal information. Many unscrupulous people out there are looking for opportunities for theft or other devious schemes. Knowing you are going on a trip means that gaining your personal info from luggage offers a potentially empty home.
Make sure to bring everything you need on a flight with you before boarding an airplane. Snacks, meals, headphones, and anything else you might need are available on an airplane, but the prices will be absurdly high. If you board a plane prepared, you won't be at the mercy of the airline's prices.
A great travel tip is to never fully unpack if you're staying at a hotel room for a small amount of time. It might get annoying having to get everything out of your suitcase but it's a great way to make sure you won't lose anything by leaving it behind.
A great travel tip if you're planning on taking a cruise it to book a room with a balcony. Even though a room with a balcony is a bit more expensive, it's definitely worth it. There's nothing more romantic than gazing at the open sea from your own balcony.
Was your last meeting successful? Are you currently a successful chairman or a active player? Were individuals who had a contribution to create encouraged? Did the meeting accomplish the stated purpose? These questions and many more need to be asked and answered affirmatively in the circumstance of how to conduct a business meeting successfully. The chairman - that the one who aims, hosts, and leads a meeting - must establish a suitable atmosphere. The Environment, and the feeling conveyed to the participants from the chairman, will have a great influence on the results of the meeting. The chairman must stimulate, direct, describe, control, summarize, and evaluate the discussion, keeping in mind his obligation to accomplish the meeting objectives. If he fails to. Perform his function efficiently, the meeting may become meaningless talks of irrelevant subjects, a set of unnecessary power plays, and even dull monologues. Business Meeting management is essential and can serve as an effective process of communication within an organization. They have been rightfully categorized by some supervisors as time-consuming, high-priced, and nu-productive, but that does not have to be the case. Sometimes we expect too much from a meeting. When it fails To meet our expectations, we may be too fast to criticize. William E. Utterback, author of Group Thinking and Conference Leadership, stated,"It must not be supposed that the summit table owns the magic property of generating intellect when rubbed simultaneously with a dozen pairs of elbows." Meetings are useful way of attaining coordination. The basic Decision regarding meetings is not whether to maintain them, however, how to make them effective. Recent studies indicate that members of middle management spend 30 percent of the time in meetings. Unproductive meetings can lead to substantial loss to a company. On the other Hand, a productive meeting becomes a tool for effective management communication, and functions as a vehicle for development of certain plans or the organization of particular tasks. In any case, successful meetings do not just happen; they happen because of careful preparation, good leadership, and close attention to details before, during, and after the semester. Is an agenda necessary? How long will it need to carry out the agenda? Can the meeting run smoothly and be equally as successful without it? The agenda Should crystallize the planned meeting objective(s) and establish the period available to accomplish them. Whether the schedule is in writing or stated verbally by the chairman, it provides the framework to maintain the meeting on goal. Moreover, it enables the chairman to devote his attention to handling the interplay of their participants. The meeting Should focus on the objective(s) and also on reaching the goal (s) in a pre-established, restricted time program. Meetings that transcend established time constraints usually are not constructive because remarks begin to replace facts. These meetings are apt to go awry and might even disintegrate into private competitions or power plays between participants. There are numerous other points to consider during preparation of this agenda. Notable among them are: Focus The agenda on things regarding the same general topic, if possible. Begin with a discussion of subjects of major concern to participants; afterward, if needed, discuss related topics of lesser significance. A meeting of this sort requires fewer attendees and generates better participation in the conversation. Schedule Fewer agenda items when the topics can't be related. It is difficult for most participants to visit a meeting completely prepared on a wide variety of subjects. The more concise the schedule, the better. Attach Background information for each subject to be discussed, once the program is distributed. This will make sure that each player has some familiarity with the things before arriving at the meeting. Establish A time limit and priority for each schedule item. Consider whether the topic to be discussed is recognizable, fresh, contentious, or complicated. Don't Have the assembly run too long. 1 hour is usually the norm for busy mid - to upper-level managers. When the meeting is scheduled on a quarterly, semiannual, or annual basis, it may run longer to accomplish the aims. Schedule a"break" when the meeting is expected to take over 2 hours. Submit The agenda to the participants, together with the background information, as early as possible. This can give each participant more time to prepare for the meeting. The chairman Should be certain the meeting is needed. In the event the need disappears, then he must cancel the meeting. Business Meetings: Time/Physical Arrangements. When should the meeting be held? Where should it be held? There are numerous essential considerations regarding physical and time arrangements for the meeting. It is the Chairman's duty to start and end the meeting on time. It's the responsibility of attendees to arrive punctually. Two methods proved effective in curing cases of chronic tardiness are (1) to ignore latecomers; and (2) to make no effort to attract late-comers current. How many Persons should be invited into the meeting? What is the purpose of inviting each person? The attendees should be seen as management resources - each able to add to the meeting through experience or knowledge or both. It's wise to incorporate a few of the men from the organization to whom action items may be given after the meeting. This tends to encourage better support for those topics to be discussed. Attendance by disinterested persons will increase non-relevant conversation and impede the meeting. Thus, the chairman should invite as a lot of individuals as necessary, but no more. The dimensions of the Meeting will impact the way it works. For example, if presence Exceeds seven, there's a tendency for communication to become more concentrated, And participants have less opportunity to speak directly with a single another. As the number of individuals encouraged increases, the ability of the chairman To forecast the interaction that will take place grows more difficult.
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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.
Return to Table of Contents
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.
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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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Step 1: conduct a training needs analysis, step 2: identify the learning objectives, step 3: use the right training resources, step 4: set a timeline, step 5: conduct the training plan, step 6: make an evaluation report, share this post on your network, you may also like these articles, 8+ sample coaching action plans in pdf | ms word.
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9+ Corporate Training Plan Templates – PDF, DOC, Apple Pages
A corporate training plan is something essential to your enterprise that can’t be ignored. An employee training plan is a big part of this. It will help to make sure that the foundation of your company, the employees, is focused and consistently improving.
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Succession Plan for Excel, Google Sheets, PDF
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- Evaluate and plan for your organization’s future leadership using this succession plan template.
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What is a succession planning template.
A succession plan template is a strategic tool that helps organizations identify key positions, select qualified candidates, and train promising employees for future leadership roles. It is an integral part of ensuring a company’s longevity and security.
The template typically includes several crucial components:
- Positions : These roles need to be filled, usually revolving around roles critical to the company’s ability to function.
- Name : This is the person who currently fills the position.
- Required Actions : These are the steps that need to be taken to prepare for the transition. Most succession plans include two to three actions for each role.
- Readiness : This system measures how prepared a candidate is for the role.
The template can track multiple roles, retirement status, potential successors, required training, and other information.
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Using a succession planning template ensures your organization can easily navigate leadership transitions and other unexpected events. It helps maintain business continuity, particularly during shifting leadership and change.
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Energy efficiency third-party solicitations
Energy efficiency programs proposed, designed and implemented by third parties
PG&E will issue a series of solicitations for energy efficiency (EE) programs proposed, designed and implemented by third parties as part of a new statewide model for EE program delivery required in the California Public Utilities Commission (CPUC) Decision [D] 15-10-028.
Download CPUC [D] 15-10-028 (PDF)
As part of this new model, PG&E will be the Portfolio Administrator and establish a new rolling portfolio of EE programs extending through 2022. The scope of these solicitations will cover the procurement of programs serving all existing and future PG&E customer sectors and markets.
PG&E developed an EE Business Plan to help navigate this period of transition. The EE Business Plan outlines our approach and strategy to deliver on EE goals through 2025.
Download PG&E EE Business Plan (PDF)
This page is the main source for all EE solicitations announcements and associated bid package information.
- Under Solicitations Schedule, below, you’ll find a broad overview schedule that will be updated as needed.
- Under Active and Upcoming Solicitations, find specific solicitation event information such as bid packages, important dates and meetings. You'll find access to PowerAdvocate, the platform PG&E uses to manage bids, here too.
Do you have specific solicitations questions? Ask them using PowerAdvocate.
Do you have general energy efficiency solicitations questions? Email PG&E's solicitations team .
Schedule of upcoming solicitations
IOU schedules are updated at a minimum on a quarterly basis. Each solicitation schedule may vary and is subject to change.
Download solicitation schedule (XLSX)
Note: PG&E's solicitation schedule was updated on December 1, 2023.
- Frequently asked questions
- Workshops & trainings
If the following information does not answer your question, email PG&E's solicitations team .
Solicitations background information
- PG&E 2018 Energy Efficiency Annual Report - Narrative (PDF)
- PG&E Annual Budget Advice Letter 4136-G/5627-E (PDF)
- PG&E Annual Budget Advice Letter 4011-G/5375-E (PDF)
- PG&E EE Business Plan Portfolio & Sector-level Final Metrics (PDF)
- PG&E Energy Efficiency Business Plan (2018-2025) (PDF)
- PG&E Solicitations Process Proposal (PDF)
- PG&E Supplemental Annual Budget Advice Letter 4011-G-A/5375-E-A (PDF
- Bayren and PG&E Joint Cooperation Memo (PDF)
- CPUC Energy Efficiency Policy Manual (PDF)
- Marin Clean Energy and PG&E Joint Memo 4000 (PDF)
- Marin Clean Energy and PG&E Joint Memo attachments (PDF)
CPUC decisions and CA legislations
- CPUC Decision 19-08-006: Decision Adopting Standard Contract for Energy Efficiency Local Government Partnerships (PDF)
- CPUC Decision 14-10-046: Decision Establishing Energy Efficiency Savings Goals and Approving 2015 Energy Efficiency Programs and Budgets (PDF)
- CPUC Decision 15-10-028: Decision Re Energy Efficiency Goals for 2016 and Beyond and Energy Efficiency Rolling Portfolio Mechanics (PDF)
- CPUC Decision 16-08-019: Decision Providing Guidance for Initial Energy Efficiency Rolling Portfolio Business Plan Filings (PDF)
- CPUC Decision 17-09-025: Decision Adopting Energy Efficiency Goals for 2018-2030 (PDF)
- CPUC Decision 18-01-004: Decision Addressing Third Party Solicitation Process for Energy Efficiency Programs (PDF)
- CPUC Decision 18-10-008: Decision Addressing Workforce Requirements and Third-party Contract Terms and Conditions (PDF)
- CPUC Decision 18-05-041: Decision Addressing EE Business Plans (PDF)
- CPUC Decision 09-09-047: Approved 2010-12 Portfolios and Budgets (PDF)
- Senate Bill 350: Clean Energy and Pollution Reduction Act of 2015 (PDF)
- Assembly Bill 32: California Global Warming Solutions Act of 2006 (PDF)
Cost Effectiveness Tool (CET)
The Cost Effectiveness Tool (CET) is used to evaluate:
- Energy efficiency programs
- Energy efficiency measures
- Enegy efficiency portfolios
Note: Third parties are required to use the CET in solicitation responses.
Instructions for accessing the CET
Step 1: Register for an account with the California Energy Data and Reporting System (CEDARS). To do this:
- Go to the CEDARS website .
- Click "Register" on the top right.
- Enter your information in the Registration fields.
- Be sure to select "Community" under the Affiliation drop-down menu.
- CEDARS will send you an email to verify your information.
- Click on the link.
Step 2: Once registered, log into CEDARS .
Step 3: Once logged in, click on the Cost-Effectiveness Tool (CET) tab in the top menu bar of the CEDARS homepage.
- This CET tab will only be visible once you've registered and logged in.
- The CET tab on the CEDARS website includes a CET user guide, the CET data specification, and a link to run the CET.
Note: Bidders must use the version of the CET on the CEDARS website in solicitation responses. The CET Desktop version of the tool is no longer supported by the CPUC.
CET training materials
The CET is used to evaluate energy efficiency programs, measures and portfolios. Third parties are required to use the CET in solicitation responses.
Download the training below to learn how to prepare input files, interface with the tool and interpret results. It is designed specifically for Community CET users, such as third-party Implementers and PA non-reporting staff.
Download Introduction to Using the CET Cost Effectiveness Results (PDF)
The Proposal Evaluation and Proposal Management Application (PEPMA) has a workpaper development training presentation that:
- Introduces third-party implementers to the tools and information they need to develop their own workpapers
- Clarifies roles and responsibilities around workpaper development
- Describes the process and timing for review and approval of third-party workpapers
Go to PEPMA-ca.com to find the presentation. It is filed under "Resources."
"Customer Targeting for Residential Energy Efficiency Programs"
This whitepaper investigates the potential for increased electricity and demand savings by targeting customers for EE intervention based on features derived from their AMI usage profiles.
Read "Customer Targeting for Residential EE Programs" (PDF)
PG&E marketing information for solicitations
Have you been authorized to use PG&E intellectual property, such as our trademarks and logo? Follow these marketing and branding requirements:
- PG&E co-marketing branding policies (PDF)
- PG&E marketing requirements for third parties (PDF)
Implementers may design programs that use one or more of these four platforms:
Download the PG&E Resource Savings Rulebook (PDF)
Other PG&E resources
Doing business with PG&E
Information and resources to partner with PG&E and our customers.
Go to "Doing business with PG&E"
PG&E purchase programs and sourcing
Discover our purchasing department. Find purchasing department contacts.
Other California EE resources
These sites provide information and resources about statewide EE programs:
- Visit California Energy Efficiency Coordinating Committee (CAECC)
- Visit California Statewide Investor-Owned Utilities and Energy Efficiency Solicitation (PEPMA)
- Review the California Long-Term Energy Efficiency Strategic Plan (PDF)
Download frequently requested FAQs:
- Solicitations platforms training FAQ (PDF)
- Third-party security review FAQ (PDF)
- Local government partnerships FAQ (PDF)
Does PG&E offer feedback to bidders as part of the 3P EE Solicitation Process?
Yes. As part of the PG&E 3P EE Solicitations Process, PG&E offers feedback to non-advancing bidders at the conclusion of the RFA or, if the bidder is invited to participate in the RFP, at the conclusion of the RFP.
- To maintain a fair and unbiased solicitation process, Bidders who respond to PG&E’s offer of feedback will receive the same level of information and the feedback will be provided at a high level only.
- Communication will be provided verbally via a meeting with PG&E Sourcing.
Discover PG&E training sessions designed to educate third-party vendors about the energy efficiency solicitation process and various energy efficiency platforms.
"Integration of Demand Response Controls into Energy Efficient Retrofits Webinar"
On June 3rd, the Lawrence Berkeley National Laboratory (LBNL) hosted a webinar sharing concepts and findings that are reflected in the Energy Efficiency Business Plan Decision (D.18-05-041) Section 2.4.2, regarding the integration of demand response controls into energy efficiency retrofits. This decision is called for third-party approaches to a limited integration of demand response (DR) lighting and HVAC controls in small, medium, and large commercial buildings, as well as DR for HVAC controls in residences, the latter specifically to support the residential transition to time-of-use rates. The decision dedicated some $23 million per year statewide to support these DR control integration efforts. The presentation of this event along with the recording of the event is available below.
- Download EE-DR integration LBNL briefing presentation (PDF)
- Visit EE-DR iIntegration LBNL briefing recording
- Download EE-DR integration LBNL briefing transcript (PDF)
Other training materials
Download PG&E Energy Efficiency Platforms Training (PDF)
Do you have solicitations questions? Ask them using PowerAdvocate.
Read the CPUC's Standard Contract Terms and Conditions
CPUC Standard and Modifiable Terms and Conditions (PDF )
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