This training plan template includes sections for the employee's name and direct report, the employee's role and role objectives, key role requirements and their current proficiency levels, and a training plan detailing specific training needed to improve proficiency in any areas rated a 3 or below. The employee and their manager must both sign off on the plan to finalize it.

1. Training Plan Template Date:
Name: Direct Report:
Role: Role Objective:
Role requirements to be effective and meet expectations:
Proficiency
score
1-6
Training Plan Details
What When
Proficiency score: 6 = Highly proficient; 5 = Proficient; 4= Moderately proficient; 3 = Below requirements; 2 = Poor; 1 = Non-existent
If the proficiency score is 3 or less for any role requirements then training should be considered.
Staff member Date Manager Date
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