A design document is like a training plan contract. A design document should be used as a tool to capture and refine your initial thoughts, align them with stakeholders and to get sign off on the plan in order to avoid unnecessary re-work. Use this template, customize it to your needs and good luck with your training initiative! This template is beneficial for especially for trainers, instructional designers and anyone who needs to align a training plan with stakeholders.

1. Training design document by Iida Hokkanen is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.
7/15/2015
Training Design Document
Sample project
Teresa Trainer

2. Training Design Document Sample 2
Training overview
Sponsor
Request
Who is the sponsor/requestor?
What was the request (use the sponsor's words)?
Goal of Training
Overall, what is it that the participants will do/think/feel differently as a result of the training?
Tie to strategy
Describe how the training supports achieving the strategy or how it aligns to the overall training plan?
Projected
Benefits
This project will provide the following benefits:
_Increase sales of product __ Develop product and/or disease state knowledge
_ Develop sales competencies/selling skills __ Comply with Regulatory/Medical/Legal
Target
Audience
# of participants:
Roles/Positions:
Experience Level: __ New Hire _ Experienced
Prior
Knowledge
(relevant to this
training)
What do the learners already know prior to coming to the training?
What training have they already received?
Implementation
Timeline

3. Training Design Document Sample 3
Continuous Learning strategy:
(Use either of the approaches to outline and visualize the continuous learning strategy)
Pre-work Learning event Evaluation Pull-through

4. Training Design Document Sample 4
Pre-work
Overview of
Pre-work
Overview or outline of what the pre-work will be:
Learning
Objectives
List specific measurable objectives of what the pre-work will cover and how it will support the :
Instructional
method
__ Lecture __Role play __Game / Simulation __ Structured discussion + debrief
__Case Study __ Writing activity __Demonstration __ Story __ Examples
__Practice activity __Other:____________________________________
Logistics
(Delivery and
who is
responsible)
How will pre-work be delivered:
(email, eLearning, voicemail, letter, home shipment,
virtual classroom, mobile application…)
Who is responsible for sending/communicating pre-work:
(Manager, Sales Trainer, Brand team, Sales lead,
Operations…)

5. Training Design Document Sample 5
Workshop 1
Outline of
Workshop
Outline or flow of how the workshop will be conducted (include timing):
Learning
Objectives
List specific measurable objectives of what the participant will learn:
Instructional
method
__ Lecture __Role play __Game / Simulation __ Structured discussion + debrief
__Case Study __ Writing activity __Demonstration __ Story __ Examples
__Practice activity __Other:____________________________________
Activity
Descriptions
Description of the activities that will reinforce/evaluate the knowledge gained during the workshop.
Materials __Leader’s Guide __Participant Guide __Flip Chart/Markers
__Computer/Projector __Job Aids/Visual Aids __Other:
Workshop
Time

6. Training Design Document Sample 6

7. Training Design Document Sample 7
Workshop logistics
Place Where is the workshop expected to take place?
Instructor Who is/are the instructor(s)?
Materials What materials are needed for the workshop/class?
_Leader’s Guide _Participant Guide _ Flip Chart/Markers
_ Computer/Projector __Job Aids/Visual Aids _ Other:
Room set up How will the room be set up?
Evaluation and Pull through
Evaluation Always distribute and collect Level 1 evaluation with standard questions.
Will there be a Mastery test or certification as a part of the training?
o If yes, how will it be conducted?
o If no, reason for not assessing learner knowledge?
Will there be a Level 3 survey (Measure Transfer of Knowledge)?
o If yes, how will it be conducted?
o If no, reason for not assessing transfer of knowledge?
Pull through What reinforcement tools/activities will support the training?
o What?
o When?

8. Training Design Document Sample 8
o Who is responsible?
Training-at-A-Glance
Goal of Training:
Duration Delivery Content/Objectives Leader
Pre-work
Workshop 1 (#Minutes)
Workshop 2 (#Minutes)
Evaluation
Pull through
Total training duration:

9. Training Design Document Sample 9