Training Strategy / Approach Template

TRAINING STRATEGY / APPROACH TEMPLATE FAQ

What is a training strategy or approach document?

A Training Strategy (or Training Approach) document explains how an organization plans and delivers training. It defines the goals, the audience, how training will be delivered, who owns it, and how success will be measured. It’s useful for onboarding programs, compliance training, skill development, and large rollouts.

When should you use a training strategy template?

Use it when you’re launching a new training program, standardizing training across teams, rolling out a new system/process, or building a recurring training calendar. It helps align managers, HR, and trainers before content is created.

What should be included?

Include: training objectives, target audience, content scope, delivery formats, learning resources, training schedule, roles and responsibilities, evaluation methods, and continuous improvement. This template includes practical sections you can complete quickly.

How do you measure training success?

Common measures include attendance/completion, quiz scores, skills demonstrations, on-the-job outcomes, manager observations, and performance metrics. This template includes a section for KPIs and feedback loops.

Who should own the strategy?

Typically HR/L&D owns the framework, while managers own job-specific training. This template includes role ownership so execution is clear.

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