A Training & Development Checklist is a structured guide used by HR teams to ensure that employee training programs are planned, executed, and evaluated effectively. It covers everything from identifying training needs to tracking completion and gathering feedback.
Advantages of Using a Training & Development Checklist
Ensures consistency in training initiatives
Identifies skill gaps across departments
Enhances employee engagement and performance
Improves knowledge retention through tracking
Aligns training with business goals and KPIs
Training & Development Checklist Free Template
Step
Task Description
Status (✓/✗)
Remarks
1. Identify Training Needs
Analyze performance gaps and future skill requirements
Conduct employee surveys and manager feedback
Review job roles, KPIs, and upcoming changes
2. Set Training Objectives
Define learning goals and expected outcomes
Align objectives with company goals and role-specific needs
3. Design Training Plan
Choose training methods (online, classroom, on-the-job, etc.)
Identify internal/external trainers or content sources
Create training calendar and timeline
4. Prepare Training Material
Develop presentations, handouts, eLearning modules, etc.
Test and review content for clarity and relevance
5. Communicate Schedule
Notify employees about training sessions
Share objectives, expectations, and joining links/locations
6. Deliver Training
Conduct training sessions as per plan
Track attendance and participation
7. Evaluate Training Impact
Collect feedback from participants and trainers
Assess knowledge retention or skill improvement
Make adjustments to future training plans
8. Document Completion
Update training records and certifications
Report outcomes to HR or department heads
9. Follow-Up
Schedule refresher courses or ongoing development
Encourage application of learned skills in real tasks