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martial arts business plan

How to Write a Martial Arts Business Plan With Examples

school business plan

School Business Plan

language school business plan

Language School Business Plan

music school business plan

Music School Business Plan

swim school business plan

Swim School Business Plan

youth mentoring program business plan

Youth Mentoring Program Business Plan

summer camp business plan

Summer Camp Business Plan

Coaching business plan

Coaching Business Plan

After school program business plan

After-School Program Business Plan

training business plan sample

Tutoring Business Plan

training business plan sample

Vocational School Business Plan

training business plan sample

Daycare Business Plan

training business plan sample

Preschool Business Plan

training business plan sample

Dance Studio Business Plan

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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11 powerful training plan templates and examples for your business.

Discover 11 of the best employee training plan template examples and checklists. Use them to build robust training programs.

Your company can get ahead of labor shortages and the ever-evolving skills requirements of the market by investing in employee development.

Training your workers will help you resolve common workplace issues like lack of motivation, poor productivity, inadequate domain knowledge, and confusion or uncertainty about their role.

"Creating a successful employee training plan requires ongoing assessment and adaptation . You must frequently analyze your team's skills and assess any gaps that need to be filled, then design training programs to address those needs and provide ongoing support for growth and development." Sarah Watson, Chief Operating Officer at BPTLAB, personality testing solutions provider .

But if it's your first time designing and executing a structured training program, you might need guidance on how to begin or what to include in your plan.

We've put together some of the best employee training plan examples, templates, and checklists. Use them as a starting point when building robust training programs for your organization.

Learning experience software Zavvy

❗️ 7 Must-haves in an employee training plan template

There are different kinds of training opportunities that you can offer your employees. And templates tend to come in different shapes, forms, and structures because they are made by people with varying organizational needs and goals.

However, whether you're creating your own or building upon someone else's, here are some essential elements that any good training policy template should have.

7 Must-Haves in an Employee Training Plan Template

Training objectives 

List out how you hope the training program will benefit your workforce and company. Your goals must be specific, measurable, and relevant. Learn more about soft skills and hard skills . Employee training assessment can also be helpful to understand your employees needs.

Type/method of training

How do you intend to deliver the training? Will it be instructor-led, self-paced, virtual, in-person, or blended training? Or maybe you want to use a role-playing, virtual training , gamification , on-the-job training and mentoring approach? Think about your options and note them down in this section.

➡️ Check out our new hire training plan for the ultimate training for your new hires.

Training curriculum and materials

This column in your training plan template should cover what employees will learn during the training. Mention the learning resources and materials you'll need or provide and any regulatory guidelines that employees and course creators must follow. 

Audience and stakeholders

This template section is for defining who needs the training, who will be creating courses, conducting, or overseeing the training, and the expectations for each of the roles. 

Learning outcomes 

What specific knowledge, skills, or competencies do you want employees to take away from the training?

We recommend first filling a skills matrix , to understand your people's current skills levels and identify any gaps.

Skills matrix on Zavvy highlighting team strenghts and weaknesses

For instance, your marketing team has a training objective to improve their social media advertising skills. The learning outcome you should see after training is a strong understanding of Facebook Ads.

What is the duration of the training program? What dates and times will training sessions take place? What are the deadlines for completing performance milestones? When will you check in with employees to see how they are progressing?

KPIs for effectiveness

Finally, every training plan template must have a field where you can define how you will measure the effectiveness of your training efforts. 

Tip: Note the KPIs or metrics you will use as a benchmark.

Goals management on Zavvy

📝 11 Examples of employee training plan templates

We've put together these ready-to-use training templates and checklists that you can customize to suit your company's learning and development needs.

1. Training needs assessment template

What this template includes: This training survey helps you uncover insights about gaps in employee performance, knowledge, and skills. It tells you what your workers want to learn, their preferred learning methods, and their schedule.

Training needs assessment preview

When to use it: To assess your organization's training needs and know where the skill gaps are for each department and individual employee before you begin planning a training program.

Why it matters: This information will enable you to identify your business case for training and design targeted learning and development experiences that produce better outcomes for you and your workforce.

training needs analysis - Zavvy templates

2. New-hire training template

What the new-hire training template includes: This template covers everything that new hires need to know to help them settle into their role and do their jobs to the best of their abilities.

It contains essential knowledge, training, and skills that you want to equip new hires with, such as:

  • company policies;
  • role descriptions;
  • starter projects; 
  • chain of command;
  • standard operating procedures;
  • orientation, integration, and performance review timelines.

Components of a New-hire Training Template

When to use it: Use your training plan to set new employees up for success from day one and guide them through their first few months or year on the job.

Why it matters: How you onboard and train new hires can make or mar their experience and performance at your company.
"Investing in employees at the start with a well-thought-out and comprehensive training program demonstrates a willingness to invest in their growth, which leads to enhanced loyalty, meaning you won't have to fill the position again anytime soon." — Mitch Chailland, President of Canal HR . ‍

training business plan sample

Tip:💡 Make sure to check out our blog post on how long onboarding should take and the best practices.

3. New hire training checklist

What the new hire training checklist includes: You'll find all the logistical items, preboarding activities, and action plans you will need to manage to guide new hires through your onboarding and training process from the moment they accept your job offer to their first annual performance check-in.

Week 1 from our new hire training checklist

When to use it: Start ticking off items from your checklist to prepare your new hire for their first day and acclimate them to their new role, team, and company in the early months.

Why it matters: The strength of your new hire training will determine: - the employee's experience with your company;  - their speed to productivity;  - how well they perform in their role.

A checklist keeps things from falling through the cracks, guaranteeing all new hires a uniform onboarding and training experience.

➡️ Check out the new hire training checklist .

4. Pre-training checklist template

What the pre-training checklist template includes: This template breaks down the materials, schedules, tools, tasks, and activities you'll need to create, arrange, track, and execute to conduct a training session successfully.

When to use it: Create a training curriculum, prepare a memorandum, invite instructors and trainees, get feedback from participants, and disaster-proof upcoming training schemes by working through the checklist.

Why it matters: The last thing you want is to pour your time and energy into planning a training only to realize on D-day that you forgot essential elements.

You want to ensure that you remembered to:

  • Book a conference room. 
  • Send out email invites to some employees.
  • Print out enough assessment forms.

Preview of Pre-Training checklist template

☑️ Prepare training memorandum and email invite.

  • Determine which employees are mandated or free to attend.
  • Provide training agenda. 
  • Provide training date, time, location, and other pertinent information.

Completion date: 2 weeks before training day.

Assigned to: HR.

☑️ Confirm attendance.

  • Make sure all mandated attendees have signed up.
  • Book a suitable conference room.

Completion date: 1 week before training day. 

➡️ Download the complete training checklist in excel .

Zavvy's training checklist

5. Individual employee training plan template

What the individual employee training plan includes: This template gives you an overview of where a specific employee currently is regarding skills and performance and where they need to be. It details the following:

  • Employees' skill gap ;
  • Training goals;
  • Development actions;
  • Training methods and materials;
  • Learning outcomes;
  • Progress metrics;
  • Training timeline.

Elements of Individual Employee Training Plan

When to use it: Use this template to sharpen an employee's existing skills or prepare them to transition into a different role. Or as a component of your performance review process to support staffers who seem to lag behind before their performance becomes a severe issue.

Zavvy's Individual training plan template

Why it matters: A proactive training approach boosts employee productivity and efficiency by pinpointing the skills they are lacking and helping them develop those areas.
Tip: Sit down with the employee who needs the training and work with them to develop their training plan.
➡️ Get the individual employee training plan template.

Employee training plan template excel word

6. Employee development plan template

What the employee development plan template includes: This template acts as a guide for documenting and nurturing each employee's professional growth plans. It covers:

  • their career goals;
  • the skills and knowledge they need to reach their goals;
  • the training and actions they will take to gain these skills;
  • the timeline for completing the training and hitting milestones.

Zavvy Development plan template preview

When to use it: Create development plans to:

  • Speed up time to productivity for new hires as part of the onboarding
  • Improve performance of underperforming employees
  • Help members of your team grow their skills and advance their careers, whether that means progressing toward a management role or making a lateral move.
Why it matters: Hiring new employees, especially at a higher skill tier, is far more costly and time-consuming than providing upskilling and career development opportunities for your current employees.
➡️ Get the employee development plan template.

excel template development plan Zavvy

7. 70-20-10 development plan template

What the 70-20-10 development plan template includes: A 70-20-10 training plan gives you a framework for structuring your development programs using:

  • experiential, 
  • peer-to-peer, and 
  • formal training methods

To maximize engagement and performance.

70-20-10 Development plan template preview

When to use it: Use this template before launching your program to divide your training into sections, so everyone knows which skills trainees will learn on the job, from their peers, or through formal training sessions like seminars, presentations, and courses.

Why it matters: Offering employees the 70-20-10 blended learning experience supports better knowledge retention and the development of practical skills.
➡️ Download the 70-20-10 development plan template.

70:20:10 Development Plan (Excel)

8. Training matrix template

What the training matrix template includes: This template supplies all the data you'll need to get a comprehensive view of the state of your training initiatives, such as:

  • employee names, roles, and departments;
  • active training courses and topics;
  • learner progress;
  • course completion rate;
  • failure rate.

Training Matrix Template Preview

When to use it: Keep track of specialized and company-wide past and present training efforts and the individual employees or teams that have participated in them with this template.

Why it matters: Building a training matrix is a great way to monitor your active training programs, how trainees progress through the program, and the training needs you should be working towards meeting.
➡️ Get the training matrix template .

Zavvy's training matrix template

9. Leadership training plan template

What the leadership training plan includes: Get an overview of your company's current leadership abilities and the areas where there's room for improvement. This template addresses the following:

  • training needs assessment;
  • training objectives;
  • your leadership training topics ;
  • the core leadership skills your (future) leaders will obtain from the training;
  • the training methods and formats you'll use to facilitate this; 
  • your use of facilities and stakeholders.

training business plan sample

When to use it: Provide your workers with leadership training to develop and improve the skills they'll require to manage a team effectively. Plus, use leadership training to teach about your organization's code of conduct for supervisors.

Why it matters: A leadership training plan example allows you to transform your newly promoted employees and staffers with management potential from "actors" to "directors."
➡️ Get the leadership training plan template .

Leadership training plan template word and excel

10. Product training template

What the product training plan includes: This template makes it easy to train your employees and other stakeholders on new or existing products. It presents information about the following:

  • the product's benefits and features;
  • product use cases;
  • how the product works;
  • why it is better than that of your competitors ( product comparison ).

When to use it: Break out this template whenever a new team member starts in your company to get them up to speed with your products. Alternatively, use product training to help current employees learn everything there is to know about newly launched offerings.

Why it matters: To convincingly sell your product to customers, your employees must first understand its WHAT, WHY, and HOW.

Product Training Template

11. DEI training plan template

What the DEI training plan template includes: This diversity, equity, and inclusion template is designed as a microlearning journey. It touches on everything from why DEI matters to your company's DEI policies and aspirations, as well as actions employees can take to tackle bias and foster inclusivity.

When to use it: Put this ready-to-use course to work to educate new and existing employees about DEI topics so that everyone feels respected, safe, welcome, and empowered in the workplace.

Why it matters: A lot goes into designing an effective diversity training initiative. Work from a structured template to keep track of all the moving parts and ensure you deliver consistent messaging about the importance of cultivating a healthy and inclusive workplace culture.
➡️ Get the DEI training plan template .

Diversity, Equity, and Inclusion Training Training Course on Zavvy

💪 Why use a training plan template?

A training plan template is a document that outlines how you intend to carry out your training initiatives. It breaks down what has to happen to ensure the success of your training efforts.

Here are some advantages a good training plan template can offer you.

Why Use a Training Plan Template?

1. Saves you time

The more time you use in creating your training plan, the longer it will take to launch your training program and start upskilling your workers .

Rather than spending days or months strategizing and building your training plan from scratch, you can fill out a template or modify it to suit your needs. Again, this frees up time you can spend on other important tasks.

2. Makes the training process less stressful

A training plan template streamlines your company's training journey by providing a roadmap outlining the steps you need to take to achieve specific goals.

It takes the pressure and worries out of analyzing training needs, preparing strategies and objectives, and developing a curriculum to support individual learning goals. 

Templates help you address your organization's present and future skill gaps.

3. Keeps things on track

Without a training plan template, it's easy for things to fall through the cracks because you may not be able to remember or keep track of all details.

You can invest a lot of money and time only to end up with a training program that doesn't deliver on its promises or meet the expectations you set for it. 

A template helps you stay on schedule and manage all the components of your training process so that everything flows smoothly.

4. Helps anticipate employees' training needs

To create successful skills development programs, you first need to know what areas your workers need upskilling or reskilling to remain competitive in their careers. And to ensure the continued survival and profitability of your business.

A training plan template takes the guesswork out of the equation, empowering you to design and execute engaging training programs that help your employees grow as individuals and as a team.

➡️ Learn how to create an effective employee training plan in 9 steps.

➡️ Plan your training with Zavvy

Training plan templates can be a helpful guide for standardizing your training initiatives and mapping out how you will empower your workforce with the skills they need to grow and perform better.

But to build sustainable and scalable training initiatives, you also need the right training tool.

Zavvy's training solutions are ideal from onboarding onwards to create a continuous learning culture for your company.

Zavvy makes it easy to:

  • Plan, create, distribute, and manage your learning and development content in one place.
  • Automate your entire training program to reach people with the right content at the right time with ready-to-use training courses .
  • Deliver effective and engaging learning experiences with creative training solutions like microlearning, peer learning, and learning in the flow of work.
  • Develop leaders and everyone else based on data with precision.
  • Track course completion, engagement, learner performance, and training ROI.

Zavvy's Training courses workflow builder

Ready to build a worry-free training program? Book a free demo anytime.

Zavvy 360 degree growtth system

Berfu is an Employee Experience Specialist at Zavvy. She has a background in learning psychology and helps our customers get the most out of their people enablement programs.

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training business plan sample

Free Training Plans Templates for Business Use

By Kate Eby | May 31, 2018

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A training plan holds you accountable for your actions by providing documentation to track and monitor progress toward a goal. To save you time, we’ve provided the top free, downloadable training plan templates for business use .

You'll also find details on what a training plan is , the benefits of using one , and tips on how to write one .

Free Training Plan Templates

In this section, you’ll find training plan templates available in Microsoft Excel and Word formats, as well as PDF. Download all of the following templates for free, and customize them to meet your organizational needs.

Staff Training Plan Template

Staff Training Plan Template

‌   Download Excel Template

Try Smartsheet Template   ‌

A team or department manager can use this template to document their entire staff’s progress at once. You’ll find multiple charts to track knowledge areas, award competency scores, and list formal trainings and meetings (as well as who has attended them or completed the necessary tasks). This template enables you to monitor both hard and soft skills so that you can get a composite view of each employee’s progress.

Monthly Training Plan Template

Monthly Training Plan Template

Try Smartsheet Template  

This template provides a useful schedule to help you plan your training over the course of a month. List details such as department, training contact, topic, and location, and then complete the prebuilt schedule with training dates and times. To track your progress, use the provided columns to mark milestones. Use this template as a high-level monthly planning tool to ensure you’ve organized training sessions and met your goals.

Weekly Training Plan Template

Weekly Training Plan Template

Download Weekly Training Plan Template

Excel | Word | PDF

This simple training plan template is designed to track team or department progress on training activities over the course of a week. List the employee, activity, and desired outcome, and use the weekly calendar either to plan training sessions or to mark whether or not the employee completed the training work. Finally, leave remarks on each employee’s performance and sign off for approval at the end of the week. This template is especially relevant for a manager or a lead who needs to oversee multiple team members’ development over a short period of time.

Daily Training Plan Template

Daily Training Plan Template

Download Daily Training Plan Template

Use this template to plan and track daily training tasks for a single team member. At the top of the template, list employee and training contact info, the department, and the goals or desired outcomes. In the chart below, list time, task, and duration of training, and sign each row as the employee completes an activity. Create a separate daily training plan for each team member to track their progress individually.

Annual Training Plan Template

Annual Training Plan Template

‌   Download Word Template

This comprehensive annual training plan template is available as Word and PDF files. Create a narrative-style training plan with separate sections for background information, critical needs, goals, performance metrics, estimated budget, milestone schedule, and revisions. This template is best for teams that need to formally document their training efforts. For those who need a quick visual overview of progress, check out the simple annual calendar templates in this article .

Employee Training Plan Template

Employee Training Plan Template

Download Employee Training Plan Template

Excel | Word | PDF  | Smartsheet

Use this Excel template to create a training plan for an individual employee. List employee information, including ID number, position, department, and reviewer credentials, and then create a list of activities for Week 1, and for 30, 60, and 90 days out. The template includes columns for you to note whether the activity is active or on hold, the point of contact for each growth area, status, and observations — all of which will help you measure employee progress and keep them accountable.

New Employee Training Plan Template

New Hire Training Plan Template

‌ Download New Hire Training Plan Template - Excel

This template is designed as an onboarding plan you can use to ensure new hires complete all the necessary training, paperwork, and activities as they acclimate to their new role. The template includes sections for activities completed through management, HR, IT, and peers, and it lists sample activities that a new employee might need to accomplish. Track the new hire’s orientation and integration from the first day through the first year with this easy-to-use template.

Project Plan Template

Project Plan and Gantt Chart Template

‌ Download Project Plan Template - Excel

Sometimes, training can occur on the job. One way to ensure that you stay on track — in time, on budget, and within resources — is to create a project plan that outlines all the tasks, activities, and milestones you need to accomplish en route to your objectives or deliverables. Download this project plan template in Excel to list all tasks, assign team members and due dates, and note progress with the built-in Gantt chart , all the way through to project completion.

What Is a Training Plan?

A training plan is a document that details the strategy and specific steps needed to accomplish a goal or an objective. You can create a training plan for nearly any undertaking, such as a business or creative project, team development, staff or new hire training, or a personal endeavor (such as a running a marathon ). Regardless of the objective, training plans hold you accountable for intentions, actions, tasks, or activities that must be completed en route to a larger goal.

Many different business roles can make use of a training plan, including trainers and instructors, managers, staff, employees, IT, support representatives, or the entire organization. Colleges and universities also frequently use training plans to track their progress toward a goal.

What Is a Training Action Plan?

A training action plan is a document that you create prior to the training plan, and lists only the actions necessary to achieve a particular goal. As opposed to a training plan, a training action plan does not include strategy or scheduling information. To learn more about action plans and to download action plan templates, read this article .

Benefits of a Training Plan

Building a training plan can help ensure the success of the project, onboarding , skill building, or other objectives you aim to achieve. By providing a road map to success, a training plan ensures that you accomplish tasks and meet milestones along the way to your overarching goal. In addition, a strong training plan can offer the following underlying benefits:

  • Aid you in preparing objective, needs, strategy, and curriculum to be addressed when training participants
  • Improve trainer and training participants’ experience by providing a clear plan of action
  • Ensure that each training session is well planned, helpful, and inspiring
  • Gain much needed expertise and experience, which can help you achieve your goal

Ultimately, these benefits can make it easier to accomplish your goals. Training plans play a vital part in making your organization more profitable, beating the competition, and creating a thriving work culture.

How Do You Design a Training Program?

Before you write your training plan, you’ll need to do some strategic thinking and create a program structure that reflects both the needs and abilities of your workforce and your goals. Designing a training program will vary based on the industry and type of undertaking, but some general tips can apply to any workforce training:

  • Identify Training Needs: In order to design an adequate training program, you need to know your needs. Perform a training needs assessment in which you identify your goals, the tasks required to reach them, and the training activities that will support them.
  • Set Learning Objectives: Once you have identified your needs, define what you want your workforce to achieve from an educational perspective. What do you want your employees to learn? How will you tangibly test knowledge growth?
  • Create Training Materials: In most cases, providing your trainees with materials of some sort (be it physical or online documentation, or quizzes, games, etc.) will greatly enhance their learning and retention. Get creative and find useful ways to increase the “stickiness” of your training curriculum.
  • Implement the Training Plan: Next, you have to execute the plan you’ve designed. Make sure to document progress, and note any problems or inconsistencies that arise. Use a training plan template (included above) to document and support implementation.
  • Repeat Steps as Necessary: The goal of any training plan is to increase knowledge and skills, and you can’t rush the learning process. Take your time and ensure that everyone is getting the deep learning and practice that they need to be successful.
  • Evaluate Training: This is a key element to the long-term success of your training plan. Elicit feedback from participants and managers, and refine your design for future use.

How Do You Write a Training Plan?

Just as the design of your training plan will vary based on your organization and specific goals, so will the documentation of your training plan. The templates included in this article offer a range of structures and styles, but you can customize all of them to fit your needs.

If you want to create your own document, here is a basic list of what to include in your written training plan:

  • Objectives: List your goals, and make sure they are measurable and specific.
  • Duration: Ideally, your training plan should be flexible, offer an approximate, realistic duration of the plan to give participants an idea of what to expect, and aid managers in evaluating performance. Some training plans include multiple future dates at which to measure performance (for example, 30, 60, and 90 days).  
  • Venue/Facility: If you are hosting a workshop, include details about the venue and facility, such as directions and special instructions.
  • Dates/Times: If there are specific meeting times that staff needs to attend, make sure to list them on the plan.
  • Activities and Learning Strategies: Depending on how comprehensive your training plan is, consider including a section where you detail the activities and knowledge areas in which you hope to see improvement. However, not all training plans require this level of detail.
  • Milestones: Include room to mark key milestones, as well as space for dates and a signature if applicable. You might also want to include a section to rank accomplishments or competencies along the way.
  • Approval Signature: Include a space for the manager or lead contact to sign off once the training program is completed.

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Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

How to Create an Employee Training Plan [With Templates + Checklists]

Learn step-by-step how to create a customized training plan for your employees. Use our free templates and checklists to help.

Last Updated

May 17 2022

training business plan sample

I think we’d all agree that effective employee training is crucial to business success.

(In fact, roughly 70% of teams are investing more into employee training and skill building than in pre-pandemic times.)

As with all areas of your business, effective training requires effective and strategic planning. Here, we’ll be looking at the key elements of various employee training plans — and discussing all that goes into creating templates for all training occasions.

What is an Employee Training Plan?

An employee training plan is a document that describes a training initiative in clear detail.

While individual plans vary in scope, all plans typically explain:

  • The purpose and goals of the initiative
  • Who is involved, and in what capacity
  • How the training will proceed

Training plans can be created for individual employees, specific segments of your team, or for your entire organization to take part in. Plans can apply to short-term (and even one-off) training initiatives, or to more long-term training campaigns.

Throughout this article, we’ll be discussing the many common threads that run through your various employee training plans — and how to use these common threads to develop effective templates for your training initiatives..

Essential Elements of an Employee Training Plan

On that note, let’s take a look at the key elements all employee training plans should include regardless of other variables.

Objectives and Rationale

All training plans should explicitly state the purpose of the initiative, in terms of both the trainee and the company as a whole.

This purpose should be backed by clear rationale, connecting the trainee’s efforts to their future performance — and, in turn, connecting their growth to overall business growth.

(An accompanying business requirements document will be needed to flesh this info out. Check out our recent post for more.)

Targeted KPIs & Measurement Methods

Employee training plans should also define key performance indicators as a way of measuring performance and success.

You’ll also define overarching business KPIs, again connecting employee and team performance to changes in your bottom line.

Audience and Stakeholders

Training templates should identify all parties involved in the campaign — and define the specific role each party will play in the process.

This includes:

  • The learner(s)
  • The trainer(s)
  • The project managers/leaders
  • The executive stakeholders

You might include additional info as to how these roles relate to one another, too. Defining dependencies between trainer and trainee, for example, will help streamline the experience for both parties.

Timeline and Scheduling

All employee training templates should provide a timeline for the initiative in question.

Depending on the circumstances, this timeline might define:

  • Schedules for training phases
  • Deadlines for performance milestones
  • Dates for manager check-ins

Training Methods and Procedures

This is the “meat and potatoes” of the employee training template.

The first part of this section will define the training method(s) you’ll be using throughout the campaign.

A few examples here:

  • Instructor-led training
  • Mentoring and coaching
  • Simulation and role-playing

You’ll then provide a detailed description of the learning curriculum, along with checklists and other materials to guide the project forward.

Finally, your employee training templates should include a section listing the various resources you’ll need throughout the campaign.

Some examples of resources you may need:

  • Standard operating procedures and other instructional documentation
  • Tools and technology to complete tasks and engage with instructional leaders
  • External resources (from instructional content to third-party trainers)

Common Types of Training Plan Templates

While you can (and should) create templates for all types of training purposes, you’ll at least want to have the following templates at the ready.

Pre-Training Needs Assessments

Needs assessments are completed before you even begin planning a future training initiative.

In completing a pre-training needs assessment, you’ll:

  • Identify gaps in employee skills, knowledge, and/or performance
  • Define key performance indicators and other success metrics
  • Define business case for training
  • Define the best training format and method for the situation
  • Set an agenda for the upcoming initiative

Pre-training checklist for an employee training plan

( Source / Pre-training checklists can also help prepare the learner for the upcoming session.)

Though you’ll get into more detail when creating the actual training plan, this will set the stage for your efforts moving forward.

Employee Development Plans

Development plans are created for each individual member of your team, and are used to track and facilitate professional growth over time.

Employee Development Plan

Here, you’ll document:

  • The employee’s immediate and long-term career goals
  • The knowledge and skills they’ll need to attain these goals
  • The specific training sessions that will help them learn these skills

Employee development plan templates also have projected timelines for completing training sessions and reaching other professional milestones.

Training Plans for Employee Onboarding

An effective employee onboarding process starts with a solid plan.

Onboarding templates will include information such as:

  • The new hire’s responsibilities (with accompanying checklist)
  • Who else is involved in the onboarding process, and how
  • A timeline for completion of onboarding processes (for both employee and team leads)

Employee onboarding checklist

( Source / Again, checklists come in handy here.)

Employee onboarding templates should also include additional resources (as attachments, links, etc.) the individual will need to complete the process as planned.

Leadership Training and Development Plans

Leadership training and development plans provide a comprehensive view of your team’s current leadership capabilities — and where you’ll be making improvements in the future.

Specifically, this template will help you:

  • Develop your team’s definition of “leader” and “leadership”
  • Identify trainings needed to develop your management and executive teams’ skills
  • Trace leadership development to improved team performance — and improved business outcomes

Benefits of Creating Employee Training Plan Templates

To be sure, spending the time to create effective employee training plan templates will benefit your team in a number of ways.

For starters, having a plan in place for every training campaign you put together will improve the effectiveness of each campaign from the get-go. This, in turn, will lead to a number of long-term benefits, like:

  • Improved employee and team performance
  • Increased job satisfaction and talent retention
  • Improved teamwork and stronger company culture

Proactively creating employee training templates before you actually need them will be beneficial to your efforts, as well.

  • Consistency : Creating training plan templates allows you to take a consistent approach to specific types of employee training sessions. In turn, you can be sure that each training initiative you create uniformly follows best practices and standard procedures.
  • Efficiency : With comprehensive training templates in place, there’s no need to reinvent the wheel with every initiative you put together. Just find the template that fits your needs, and hit the ground running.
  • Agility : Employee training plan templates are built to be flexible and customizable. While again not requiring you to start from scratch, these templates will allow you to easily tailor your upcoming training initiatives based on your current needs and circumstances.

Best Practices for Creating Employee Training Plan Templates

There’s more to creating effective employee training plan templates than just doing a quick Google search and using another company’s documents.

(Truth be told, even the ones we’ve provided aren’t fully usable in their current condition.)

While these existing templates give you a good start, you’ll still need to tailor them to make them your own — and to ensure they have a positive impact on your team’s training efforts.

As you tweak these training templates to fit your needs, make sure you follow these best practices.

Create Templates for High-Priority Training Purposes

Over time, your goal is to have a template prepared for every possible type of employee training you put on.

But, if you’re just starting to create your template library, you’ll want to prioritize certain types of training templates based on your current situation.

Some factors to consider:

  • The impact the training initiative will have on employee, team, and business performance
  • How frequently the training takes place within your organization
  • How standard (or varied) the training sessions need to be

Again, this all depends on where things currently stand for your company. If, for example, you’re bringing new hires on rapidly and routinely, you’d need to be confident that your onboarding plan is seamless and effective.

(Conversely, if you’re in the midst of a hiring freeze, you can put your onboarding template to the backburner while you focus on more relevant training initiatives.)

On top of streamlining your high-priority trainings, this approach will allow you to give proper attention to the templates that may not be a priority at the moment — but that are no less important to team productivity in the long run.

Get Input From All Stakeholders

Everyone that’s involved in the training in question should also be involved in the creation of the training template.

  • Trainers/Facilitators
  • Trainees/Learners (current and former)
  • Performance Assessors
  • Executive team members

Trainers, leaders, and other decision-makers will of course be in charge of developing the templates — whether from scratch or via tweaking a publicly-available document. Here, discussion will be needed to ensure all necessary sections and relevant information is presented clearly within the document.

Trainers, assessors, and even former trainees can help with organization, presentation, and language usage within your templates. In turn, your templates will become more digestible specifically for those who will be using and relying on them most.

In getting input from all involved stakeholders, you can be nearly certain that your training templates provide everything they need to know to get moving.

Communicate Context Within Your Training Plan Templates

Going along with the above, your employee training templates should allow for contextualization of all relevant info.

In other words, it needs to be crystal clear why the information presented in the document is relevant to the situation at hand.

As we’ve discussed, your training plans should always explain:

  • What the training entails
  • What your performance and business goals are
  • Why training, specifically, is what’s needed to attain these goals

This will give your stakeholders a more holistic, “real-world” understanding of your upcoming training sessions.

(This, as opposed to approaching each initiative as if it exists in a vacuum — which would only hinder your efforts moving forward.)

Make Data-Driven Improvements to Your Training Plan Templates

Okay, so the whole reason you’re creating these templates is to use them repeatedly, making relatively minimal changes with each use.

But, you never want to think of these templates as being completely set in stone.

Rather, you should always be looking for ways to improve upon the training templates that are already working wonders for your organization.

(In some cases, improving your templates may be the necessary step toward improving your team’s training-related efforts altogether.)

At the center of these improvement efforts:

This may include:

  • Training performance outcomes
  • Stakeholder feedback
  • Changes in trainee and business performance

You never want to make concrete changes to your employee training templates without concrete evidence and rationale to back them up. Building intentional data analysis into your template development processes ensures you always take this step — and ensures you never adjust your templates based on anything less than the facts.

Document Template Changes (and Lessons Learned)

Internal documentation is a key part of the process, in two ways.

For one, you want to keep a record of the actual changes you make to your training plan templates over time. This will help you track the evolution of these documents — which can in turn help you identify what works (and what doesn’t) when developing employee training plans.

(And, if you need to revert to a previous version of a template, this will make the process super simple.)

It’s also crucial to document the reasons for any changes you make to your templates over time. More than just improving your approach to template creation, this knowledge can potentially allow you to make improvements to your overall approach to employee training as a whole.

The fact is, all relevant knowledge and information your team possesses with regard to employee training can potentially be transformative for your organization.

…but only if you identify it, document it, and make it easily accessible to your teammates and stakeholders.

Which is where Helpjuice comes in.

With our knowledge base software, teams can document any and all organization knowledge with ease. What’s more, you can then use Helpjuice to make collaborative changes to your employee training templates in real-time — based specifically on your data and the insight you’ve gleaned from it all.

Ready to get started? Try Helpjuice completely free for 14 days now!

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Blog Training and Development

20+ Training Plan Templates for Every Business Need

By Jennifer Gaskin , Oct 26, 2022

0+ Training Plan Templates for Every Business Need

An employee training plan acts as the ultimate cheat sheet for building a successful workforce. After all, 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 create effective training plans .

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, 21 training plan templates for every business needs.

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.

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:

  • SMART goals:  Clearly define  what  trainees will  learn and be able to do  by the end (e.g., “use software X proficiently in 2 weeks”).
  • Tailored training:   Adapt the program  to the  existing knowledge, skills, and preferred learning styles  of the target audience.
  • Content & delivery:  Plan the  specific topics  to be covered,  choose appropriate training methods  (lectures, demonstrations, etc.), and decide the  format  (in-person, online, blended).
  • Logistics:   Schedule the training  (duration, frequency),  allocate resources  (trainers, equipment), and determine  methods to assess learning  (quizzes, practical exercises).
  • Feedback and improvement:  Establish methods to assess trainee progress and collect input from trainees and trainers to improve future iterations of the training program.

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.

Follow the key 5 steps below to create an effective training plan:

Step 1: Identifying the training gap

Start by understanding the specific skills or knowledge needed, whether it’s to address performance issues or adapt to new challenges.

Step 2: Build your training framework

Define the overall goals, target audience, and desired outcomes to create a clear roadmap for the training program.

Step 3: Explore resources

Explore internal resources, external vendors, and online platforms to find the most cost-effective and effective delivery method.

Step 4: Collaborating for success

Secure support from key stakeholders like managers, trainers, and even learners to ensure program success.

Step 5: Finalize & refine

Schedule the training, allocate resources, and establish assessment methods to measure learning and refine the program for future iterations.

New hire training plan

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:

training plan template

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.

training plan template

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.

training plan template

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.

training plan 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!).

training plan template

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.

New manager training plan

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:

training plan template

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.

training plan template

Not sure about using visual content in training ? Let us convince you.

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.

training plan template

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.

training plan template

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 plan

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 .

training plan template

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.

training plan template

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.

training plan template

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 .

Training needs assessment

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:

training plan template

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!).

training plan template

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.

training plan template

Before advancing an employee to a new role or even elevating them to management, assess their positives and negatives using this readiness checklist template.

training plan 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.

training plan template

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.

Individual training plan

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:

training plan template

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.

training plan template

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.

training plan template

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.

training plan template

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.

Level up your team: the power of personalized training plans 

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!

  • Leadership |
  • Training plans: How to boost team learn ...

Training plans: How to boost team learning

Team Asana contributor image

A training plan teaches team members a skill using a predetermined program and set of materials. These plans can benefit your company and your team by increasing retention and improving team productivity. Read on to learn how to create an effective training plan.

Training plans are one way to improve the skills of your team members. These plans are mutually beneficial to companies and team members because they increase retention and improve team productivity . When you support your team through learning, they can apply their new skills at work.

What is a team member training plan?

A team member training plan is a way to teach team members a specific skill using a predetermined program and set of materials. With a training plan, you can set a standard for how to do things. Then, when other teams or individuals want to learn the skill, you’ll have transferable documentation for how to do so.

The goal of a training plan is to:

Prepare managers before a training occurs.

Provide structure for team members to learn.

Without training plans, it’s difficult for team members to know whether they’ve met the required learning outcomes for their position. Alternatively, team members seeking additional training have no way to measure their achievements.

What are the basic components of a training plan?

While there are many training methods you can use to teach team members a process, training plans should include a few key components. Knowing the components of a training plan will ensure you’re ready for the training to take place when the time comes.

Learning objectives: Like any project, your training plan should include goals for success. Ask yourself what you want your group to get out of this training. Use your learning objectives as a guide when writing the rest of your plan.

Program outline: The program outline is the heart of the training plan. It explains how you’ll conduct the training and provides step-by-step instructions for the person in charge to follow.

Materials: Depending on the training method you choose, you may need specific materials to deliver it. For example, if your training is a workshop, you may need printed handouts for all participants or a computer and projector.

Whether you deliver your courses remotely or in a large conference room, planning these components is a key part of training management.

7 steps to create a training plan

Now that you know the components of a training plan, identify where your team needs help before jumping into development. Once you have a training area in mind, customize the program to your team.

[inline illustration] How to create a training plan (infographic)

Use the steps below to create a training plan. 

1. Assess training needs

Conduct a training needs assessment before actually creating your plan. This introductory step provides direction on who or what to train. For example, look at the needs of new hires. Assess whether the training they need for their new role is covered in the onboarding process , or if you should create a training plan that better integrates them into the company.

To assess the training needs of your company or team, consider the following:

Ask for feedback from managers and team members.

Gather insight from performance evaluations .

Assess team member performance using work management tools.

Prepare surveys to see where team members want to improve their skills.

After conducting your research, prioritize your needs. Pick one skill or process to focus on and create a customized training plan template.

2. Choose your training plan type

Before you can create your training plan, you need to choose a delivery method. The ideal delivery method you choose will depend on the skill you’re teaching and the size of your training group. While some skills require an online delivery method, you can deliver others through hands-on practice. You can get more involved with smaller groups, while larger groups may need a more hands-off approach.

[inline illustration] Types of training plans (infographic)

Types of training plans:

Workshops: Workshops involve active participation from the group.

Instructor-led: Also known as conference-style training. These training programs can occur in-person or online. 

1-on-1: Individual training sessions can help those who need varied levels of support.

On-the-job: A lot of training occurs naturally on the job, but you can also plan for team members to learn specific skills while working.

eLearning: Different from instructor-led online training, eLearning is when team members progress through a set of online training courses, usually comprising videos, quizzes, and readings.

Mentoring: A unique way for team members to learn is from a mentor —or another experienced professional—who helps grow their career. Some individuals find mentors on their own, but you can also set up a mentorship program.

Research-based: Research-based training may include required reading of articles and case studies or data analysis from reputable sources.

Here are some scenarios of how you might choose a training plan type: 

Scenario 1: Your company switches to a new project management software and everyone needs training on how to use it. Because your training sessions will have a large group, you’ll use an instructor-led or conference-style plan.

Scenario 2: Your company wants to promote the business on social media. This will require scheduling content in advance, so you create a workshop-style training to teach team members how to schedule content for various social platforms.

3. Study your team

Aside from group size, study your team to create an effective training program. Every group has different experiences when they come into training. For example, if you’re refreshing current team members on social media best practices, you can assume they have some background knowledge. 

Ask these questions when studying your team:

Is this training optional?

Will this training be more effective if I engage with team members?

What are the strengths of the team?

How can I make this training applicable to the team? 

Team members will likely feel more excited about the training if it applies to them. Make your training relatable by incorporating examples and engaging the group. Point out strengths in your team and use them to your advantage. For example, if your team is most efficient in the morning, set your training schedule accordingly.

4. Create learning objectives

Like every project, you’ll set goals for what you want to achieve with your training plan. Think about what you want participants to get from your training. 

Let’s continue our example from above. For a training on social media marketing, your objective may be for all participants to:

Understand Google Analytics metrics.

Identify which social platforms the company’s audience uses.

Understand how social media plays a role in the marketing funnel.

Create one piece of SEO content, post it to social media, and track its progress.

Use your learning objectives as training requirements. You may decide that participants must meet all the learning objectives to complete the training course and master the skill.

5. Develop training materials

Training materials are the bulk of your presentation. Some materials help you present material to your team, like a slide deck or PowerPoint, while other materials get participants involved in the lesson, like a worksheet. 

Training materials may include:

Slide decks 

Online readings

SOPs and training manuals

Assessments

Plan for any materials you need and keep extra materials on hand. That way, when training day arrives, you’ll feel prepared for any unexpected guests or mishaps.

6. Put training into action

You’re now ready to complete your training program and present it to team members. To feel more confident, write out your program in a step-by-step format. It may look something like this:

Trainer welcomes participants with the first slide of PowerPoint on the board.

Trainer instructs participants to open laptops and navigate to the company website.

Trainer goes through PowerPoint slides and instructs participants to follow along on laptops.

Trainer sends out worksheets.

Participants use laptops and worksheets to engage in an activity. 

Trainer asks participants to share their experiences with the activity. 

Trainer finishes the PowerPoint presentation, which includes discussion questions.

Trainer opens the floor to other questions. 

While a program will fully prepare you for your training, don’t be afraid to veer off the training plan during discussion time, as long as the conversation remains relevant and productive.

7. Review and revise as needed

To ensure your training is effective, review your training plan template and strive to make it the best it can be. A successful training plan helps participants master a process. If you have great things to say but the group isn’t engaged, then the information you deliver likely won’t register.

After holding a few training sessions, conduct an after-action review. With feedback from past participants and insight into their skill mastery, revise your training plan to better fit the needs of your next group. 

Training plan template and example

Here’s an example of a training plan. In this plan, the team identified that they needed a training plan for keyword research within their company. They want to use this course for new hires, but they also believe it can serve as a refresher course for others in the office.

[inline illustration] Training plan example: CRM software company (example)

Use the free training plan template below to develop your team’s skills.

Create a training plan with work management software

To create custom training plans, you’ll need to know where your team needs support. Work management software offers a bird's-eye view of your team’s performance so you can identify where training would be most helpful.

Use Asana to bounce ideas off others, share your program, and revise it. With this shared tool, you can make a plan and take action all in one place.

How to write a business plan for a training center?

training center business plan

Writing a business plan for a training center can be an intimidating task, especially for those just starting.

This in-depth guide is designed to help entrepreneurs like you understand how to create a comprehensive business plan so that you can approach the exercise with method and confidence.

We'll cover: why writing a training center business plan is so important - both when starting up, and when running and growing the business - what information you need to include in your plan, how it should be structured, and what tools you can use to get the job done efficiently.

Let's get started!

In this guide:

Why write a business plan for a training center?

What information is needed to create a business plan for a training center.

  • What goes in the financial forecast for a training center?
  • What goes in the written part of a training center business plan?
  • What tool can I use to write my training center business plan?

Being clear on the scope and goals of the document will make it easier to understand its structure and content. So before diving into the actual content of the plan, let's have a quick look at the main reasons why you would want to write a training center business plan in the first place.

To have a clear roadmap to grow the business

It's rarely business as usual for small businesses. The economy follows cycles where years of growth are followed by recessions, and the business environment is always changing with new technologies, new regulations, new competitors, and new consumer behaviours appearing all the time...

In this context, running a business without a clear roadmap is like driving blindfolded: it's dangerous at best. That's why writing a business plan for a training center is essential to create successful and sustainable businesses.

To write an effective business plan, you will need to take stock of where you are (if you are already in business) and where you want the business to go in the next three to five years.

Once you know where you want your training center to be, you'll have to identify:

  • what resources (human, equipment, and capital) are needed to get there,
  • at what pace the business needs to progress to get there in time,
  • and what risks you'll face along the way.

Going through this process regularly is beneficial, both for startups and existing companies, as it helps make informed decisions about how best to allocate resources to ensure the long-term success of the business.

To anticipate future cash flows

Regularly comparing your actual financial performance to the projections in the financial forecast of your training center's business plan gives you the ability to monitor your business's financial health and make necessary adjustments as needed.

This practice allows you to detect potential financial issues, such as unexpected cash shortfalls before they escalate into major problems. Giving you time to find additional financing or put in place corrective measures.

Additionally, it helps you identify growth opportunities, like excess cash flow that could be allocated to launch new products and services or expand into new markets.

Staying on track with these regular comparisons enables you to make well-informed decisions about the amount of financing your business might require, or the excess cash flow you can expect to generate from your main business activities.

To secure financing

Crafting a comprehensive business plan for your training center, whether you're starting up or already established, is paramount when you're seeking financing from banks or investors.

Given how fragile small businesses are, financiers will want to ensure that you have a clear roadmap in place as well as command and control of your future cash flows before entertaining the idea of funding you.

For banks, the information in your business plan will be used to assess your borrowing capacity - which is defined as the maximum amount of debt your business can afford alongside your ability to repay the loan. This evaluation helps them decide whether to extend credit to your business and under what terms (interest rate, duration, repayment options, collateral, etc.).

Similarly, investors will thoroughly review your plan to determine if their investment can yield an attractive return. They'll be looking for evidence that your training center has the potential for healthy growth, profitability, and consistent cash flow generation over time.

Now that you understand the importance of creating a business plan for your training center, let's delve into the necessary information needed to craft an effective plan.

Writing a training center business plan requires research so that you can project sales, investments and cost accurately in your financial forecast.

In this section, we cover three key pieces of information you should gather before drafting your business plan!

Carrying out market research for a training center

Carrying out market research before writing a business plan for a training center is essential to ensure that the financial projections are accurate and realistic.

Market research helps you gain insight into your target customer base, competitors, pricing strategies and other key factors which can have an impact on the commercial success of your business.

In particular, it is useful in forecasting revenue as it provides valuable data regarding potential customers’ spending habits and preferences.

You may discover that your training center could benefit from offering more remote courses, as people may be more likely to take classes from the comfort of their own homes. Additionally, market research might indicate that people might be more likely to take classes that are shorter in duration, as they may prefer a quick and effective way of learning.

This information can then be used to create more accurate financial projections which will help investors make informed decisions about investing in your training center.

Developing the sales and marketing plan for a training center

As you embark on creating your training center business plan, it is crucial to budget sales and marketing expenses beforehand.

A well-defined sales and marketing plan should include precise projections of the actions required to acquire and retain customers. It will also outline the necessary workforce to execute these initiatives and the budget required for promotions, advertising, and other marketing efforts.

This approach ensures that the appropriate amount of resources is allocated to these activities, aligning with the sales and growth objectives outlined in your business plan.

The staffing and equipment needs of a training center

As you embark on starting or expanding your training center, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is essential for ensuring your business's success.

Both the recruitment and investment plans must align with the timing and level of growth projected in your forecast, and they require appropriate funding.

The staffing costs for a training center might include wages for instructors, administrative staff, and support personnel such as janitors and IT staff. The equipment costs might include computers, projectors, and other audiovisual equipment, as well as furniture, office supplies, and other items needed to run the training center.

To create a realistic financial forecast, you also need to consider other operating expenses associated with the day-to-day running of your business, such as insurance and bookkeeping.

With all the necessary information at hand, you are ready to begin crafting your business plan and developing your financial forecast.

What goes into your training center's financial forecast?

The objective of the financial forecast of your training center's business plan is to show the growth, profitability, funding requirements, and cash generation potential of your business over the next 3 to 5 years.

The four key outputs of a financial forecast for a training center are:

  • The profit and loss (P&L) statement ,
  • The projected balance sheet ,
  • The cash flow forecast ,
  • And the sources and uses table .

Let's look at each of these in a bit more detail.

The projected P&L statement

The projected P&L statement for a training center shows how much revenue and profits your business is expected to generate in the future.

projected profit and loss statement example in a training center business plan

Ideally, your training center's P&L statement should show:

  • Healthy growth - above inflation level
  • Improving or stable profit margins
  • Positive net profit

Expectations will vary based on the stage of your business. A startup will be expected to grow faster than an established training center. And similarly, an established company should showcase a higher level of profitability than a new venture.

The projected balance sheet of your training center

The balance sheet for a training center is a financial document that provides a snapshot of your business’s financial health at a given point in time.

It shows three main components: assets, liabilities and equity:

  • Assets: are resources owned by the business, such as cash, equipment, and accounts receivable (money owed by clients).
  • Liabilities: are debts owed to creditors and other entities, such as accounts payable (money owed to suppliers) and loans.
  • Equity: includes the sums invested by the shareholders or business owners and the cumulative profits and losses of the business to date (called retained earnings). It is a proxy for the value of the owner's stake in the business.

example of projected balance sheet in a training center business plan

Examining the balance sheet is important for lenders, investors, or other stakeholders who are interested in assessing your training center's liquidity and solvency:

  • Liquidity: assesses whether or not your business has sufficient cash and short-term assets to honour its liabilities due over the next 12 months. It is a short-term focus.
  • Solvency: assesses whether or not your business has the capacity to repay its debt over the medium-term.

Looking at the balance sheet can also provide insights into your training center's investment and financing policies.

In particular, stakeholders can compare the value of equity to the value of the outstanding financial debt to assess how the business is funded and what level of financial risk has been taken by the owners (financial debt is riskier because it has to be repaid, while equity doesn't need to be repaid).

The projected cash flow statement

A cash flow forecast for a training center shows how much cash the business is projected to generate or consume.

example of cash flow forecast in a training center business plan

The cash flow statement is divided into 3 main areas:

  • The operating cash flow shows how much cash is generated or consumed by the operations (running the business)
  • The investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.)
  • The financing cash flow shows how much cash is raised or distributed to investors and lenders

Looking at the cash flow forecast helps you to ensure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

It is also a best practice to include a monthly cash flow statement in the appendices of your training center business plan so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The initial financing plan - also called a sources and uses table - is an important tool when starting a training center.

It shows where the money needed to set up the business will come from (sources) and how it will be allocated (uses).

initial financing plan in a training center business plan

Having this table helps understand what costs are involved in setting up the training center, how the risks are distributed between the shareholders and the lenders, and what will be the starting cash position (which needs to be sufficient to sustain operations until the business breaks even).

Now that the financial forecast of a training center business plan is understood, let's focus on what goes into the written part of the plan.

The written part of a training center business plan

The written part of the business plan is where you will explain what your business does and how it operates, what your target market is, whom you compete against, and what strategy you will put in place to seize the commercial opportunity you've identified.

Having this context is key for the reader to form a view on whether or not they believe that your plan is achievable and the numbers in your forecast realistic.

The written part of a training center business plan is composed of 7 main sections:

  • The executive summary
  • The presentation of the company
  • The products and services
  • The market analysis
  • The strategy
  • The operations
  • The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

In your training center's business plan, the first section is the executive summary — a captivating overview of your plan that aims to pique the reader's interest and leave them eager to learn more about your business.

When crafting the executive summary, start with an introduction to your business, including its name, concept, location, how long it has been running, and what sets it apart. Briefly mention the products and services you plan to offer and your target customer profile.

Following that, provide an overview of the addressable market for your training center, current trends, and potential growth opportunities.

Next, include a summary of key financial figures like projected revenues, profits, and cash flows.

Finally, in the "ask" section, detail any funding requirements you may have.

2. The presentation of the company

The second section in your training center's business plan should focus on the structure and ownership, location, and management team of the company.

The structure and ownership part provides an overview of the legal structure of the business, who the owners are and how much each has invested and owns. If you are seeking financing it is important that the reader gets a clear picture of which legal entity is receiving the funds, and who controls the business.

The location part should give an overview of the premises from which the company is operating, and why that location is of particular interest (catchment area, accessibility, amenities nearby, etc.).

When describing the location of your training center, you could emphasize the potential for growth. It may be situated in a region with access to a large pool of potential customers, as well as resources that could support the expansion of your business. You could also emphasize the diversity of the local economy, which could indicate a stable market for your services. Additionally, you could point out the potential for strategic partnerships with other businesses in the area, which could help to increase your reach and build a network of customers.

Finally, you should introduce the management team. Explain each member's role, background, and experience.

It is also important to emphasize any past successes that the members of the management team have achieved, and how long they've been working together, as this will help potential lenders or investors understand why they should trust in their leadership.

3. The products and services section

The products and services section of your business plan should include a detailed description of what your company offers, who are the target customers, and what distribution channels are part of your go-to-market. 

For example, your training center could offer one-on-one tutoring, small group courses and online classes. The one-on-one tutoring would provide customized instruction tailored to a student's specific needs and goals. The small group courses would allow for students to work together to understand concepts more quickly, as well as build relationships with one another. Finally, the online classes would give students the chance to receive instruction from anywhere in the world, making it more convenient for those who cannot attend a physical location.

4. The market analysis

When you present your market analysis in your training center business plan, it's crucial to include detailed information about customers' demographics and segmentation, target market, competition, barriers to entry, and any relevant regulations.

The main objective of this section is to help the reader understand the size and attractiveness of the market while demonstrating your solid understanding of the industry.

Begin with the demographics and segmentation subsection, providing an overview of the addressable market for your training center, the key trends in the marketplace, and introducing different customer segments along with their preferences in terms of purchasing habits and budgets.

Next, focus on your target market, zooming in on the specific customer segments your training center aims to serve and explaining how your products and services fulfil their distinct needs.

For example, your target market might include adult professionals who are looking to gain new skills or certifications to advance their career. They may be looking to transition into a new field, or gain an edge in their current one. They are likely to be willing to invest in their education and may be looking for an intensive program that can provide quick results.

Then proceed to the competition subsection, where you introduce your main competitors and highlight what sets you apart from them.

Finally, conclude your market analysis with an overview of the key regulations applicable to your training center.

5. The strategy section

When you write the strategy section of your training center business plan, remember to cover key elements such as your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

In the competitive edge subsection, elaborate on what makes your company stand out from competitors. This becomes especially important if you're a startup, aiming to carve a place for yourself amidst established players in the marketplace.

The pricing strategy subsection should demonstrate how you plan to maintain profitability while offering competitive prices to attract customers.

Outline your sales & marketing plan, detailing how you'll reach out to new customers and retain existing ones through loyalty programs or special offers.

For the milestones subsection, outline your company's achievements to date and your main objectives for the future, complete with specific dates to set clear expectations for progress.

Lastly, the risks and mitigants subsection should address the main risks that could affect your plan's execution. Explain the measures you've put in place to minimize these risks, assuring potential investors or lenders.

Your training center may face a variety of risks. For example, your center could face a financial risk if there is a decrease in enrollment or if the cost of materials and supplies increases. Additionally, your center might face a risk of litigation if an instructor or student is injured or if a student is unsatisfied with the quality of training.

6. The operations section

In your business plan, it's also essential to provide a detailed overview of the operations of your training center.

Start by covering your team, highlighting key roles and your recruitment plan to support the expected growth. Outline the qualifications and experience required for each role and your intended recruitment methods, whether through job boards, referrals, or headhunters.

Next, clearly state your training center's operating hours, allowing the reader to assess staffing levels adequately. Additionally, mention any plans for varying opening times during peak seasons and how you'll handle customer queries outside normal operating hours.

Then, shift your focus to the key assets and intellectual property (IP) necessary for your business. If you rely on licenses, trademarks, physical structures like equipment or property, or lease agreements, make sure to include them in this section.

You may have a variety of key assets and IP at your training center, such as proprietary learning materials and teaching methods. These could include professionally developed course materials, e-learning modules, multimedia content, and textbooks that are all unique to your center. Additionally, you might have specialized equipment such as computers, projectors, and audio visual gear that allow you to conduct training sessions in an effective and efficient manner.

Lastly, include a list of suppliers you plan to work with, detailing their services and main commercial terms, such as price, payment terms, and contract duration. Investors are interested in understanding why you've chosen specific suppliers, which may be due to higher-quality products or established relationships from previous ventures.

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we talked about earlier in this guide.

Now that you have a clear idea of the content of a training center business plan, let's look at some of the tools you can use to create yours.

What tool should I use to write my training center's business plan?

In this section, we will be reviewing the two main options for writing a training center business plan efficiently:

  • Using specialized software,
  • Outsourcing the drafting to the business plan writer.

Using an online business plan software for your training center's business plan

Using online business planning software is the most efficient and modern way to create a training center business plan.

There are several advantages to using specialized software:

  • You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
  • You are guided through the writing process by detailed instructions and examples for each part of the plan
  • You can access a library of dozens of complete business plan samples and templates for inspiration
  • You get a professional business plan, formatted and ready to be sent to your bank or investors
  • You can easily track your actual financial performance against your financial forecast
  • You can create scenarios to stress test your forecast's main assumptions
  • You can easily update your forecast as time goes by to maintain visibility on future cash flows
  • You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Hiring a business plan writer to write your training center's business plan

Outsourcing your training center business plan to a business plan writer can also be a viable option.

Business plan writers are experienced in writing business plans and adept at creating financial forecasts without errors. Furthermore, hiring a consultant can save you time and allow you to focus on the day-to-day operations of your business.

However, hiring business plan writers is expensive as you are paying for the software used by the consultant, plus their time, and their profit margin of course.

From experience, you need to budget at least £1.5k ($2.0k) excluding tax for a complete business plan, more if you need to make changes after the initial version (which happens frequently after the initial meetings with lenders or investors).

You also need to be careful when seeking investment. Investors want their money to be used to grow the business, not spent on consulting fees. Therefore, the amount you spend on business plan writing services (and other consulting services such as legal services) needs to be negligible relative to the amount raised.

The other drawback is that you usually don't own the business plan itself: you just get the output, while the actual document is saved in the consultant's business plan software - which makes it difficult to maintain the document up to date without hiring the consultant on a retainer.

For these reasons, outsourcing the training center business plan to a business plan writer should be considered carefully, weighing both the advantages and disadvantages of hiring outside help.

Ultimately, it may be the right decision for some businesses, while others may find it beneficial to write their business plan using online software.

Why not create your training center's business plan using Word or Excel?

I must advise against using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write your training center business plan. Let me explain why.

Firstly, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is highly technical and requires a strong grasp of accounting principles and financial modelling skills. It is, therefore, unlikely that anyone will fully trust your numbers unless you have both a degree in finance and accounting and significant financial modelling experience, like us at The Business Plan Shop.

Secondly, relying on spreadsheets is inefficient. While it may have been the only option in the past, technology has advanced significantly, and software can now perform these tasks much faster and with greater accuracy. With the rise of AI, software can even help us detect mistakes in forecasts and analyze the numbers for better decision-making.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Moreover, software makes it easier to compare actuals versus forecasts and maintain up-to-date forecasts to keep visibility on future cash flows, as we discussed earlier in this guide. This task is cumbersome when using spreadsheets.

Now, let's talk about the written part of your training center business plan. While it may be less error-prone, using software can bring tremendous gains in productivity. Word processors, for example, lack instructions and examples for each part of your business plan. They also won't automatically update your numbers when changes occur in your forecast, and they don't handle formatting for you.

Overall, while Word or Excel may seem viable for some entrepreneurs to create a business plan, it's by far becoming an antiquated way of doing things.

  • Having an up-to-date business plan is key to maintaining visibility on your future cash flows.
  • A business plan has 2 parts: a financial forecast highlighting the expected growth, profitability and cash generation of the business; and a written part which provides the context needed to interpret and assess the quality of the forecast.
  • Using business plan software is the modern way of writing and maintaining business plans.

We hope that this guide helped you to better understand how to write the business plan for a training center. If you still have questions, do not hesitate to contact us.

Also on The Business Plan Shop

  • How to write a 5 years business plan
  • Business plan myths

Know someone who owns or wants to start a training center? Share this article with them!

Guillaume Le Brouster

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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Training structure: examples and downloadable template, share this article.

Think of a training structure as the blueprint for your B2B training business. It’s like an architect drawing up plans for a home – it outlines what materials are needed, where to place them, and how it all comes together.

This article will explore comprehensive training structure examples and templates for B2B training businesses to help you create the perfect program to generate revenue and scale operations. 

We’ll look at how to create an effective learning plan, design the curriculum, select the best delivery methods, and present it in a way that resonates with your audience. 

Skip ahead: 

Understanding the Basics of Training Structure

Sequential training structure, modular training structure, layered training structure, blended training structure, spiral training structure, training structure templates, best practices for implementing training structure, optimizing online training structure, additional training structure examples and templates, frequently asked questions, significance of a well-structured training program.

Creating a comprehensive training structure for your B2B training business can be daunting. However, understanding the importance of such an undertaking is necessary to ensure success. 

A well-structured training program can help you scale and increase revenue in ways that few other strategies can provide. At its core, a  well-structured training program allows you to plan better and manage resources to maximize profits while delivering quality services. 

This helps you create a bigger return on the time, energy, and money invested in your business.

Overview of Training Structure Examples and Templates

When designing your online course, there are many training structure examples and templates to consider. The proper training structure can significantly impact your B2B training business’s success. 

You have many training options to choose from for your online course, such as self-paced, blended, modular or spiral instruction. Each approach has advantages and disadvantages depending on the type of content being taught and the objectives that need to be met. 

Additionally, templates provide an easy way to create a consistent style throughout your course materials without needing extra effort from you or your team. 

Before diving into examples or templates for your business’s training structure, understanding the basics of this concept is essential.

Defining Training Structure and its Core Elements

A training structure is an organizational framework for your online courses that helps ensure each product functions as intended to reach its goals. Core elements of a training structure include: 

  • Defining the learning objectives and outcomes of each particular course or lesson. 
  • Establishing the topics and content presented in each lesson. 
  • Crafting assessments and quizzes to measure student comprehension. 
  • Setting up any additional resources, such as video content, audio recordings, or printable worksheets needed for the course. 
  • Integrating feedback mechanisms so students can ask questions or provide comments throughout their journey. 
  • Collecting data such as learner engagement and completion rates to determine the effectiveness of your program. 

Incorporating these features in a well-defined training structure can help maximize return on investment while building a loyal customer base through educational content.

Key Considerations for B2B Training Programs

There are several factors to consider when structuring your B2B training programs, some of which are necessary to differentiate them from B2C training programs and courses , including:

  • Utilizing a scalable platform that can accommodate larger audiences. 
  • Automating processes to streamline the delivery of content.
  • Incorporating interactive elements such as quizzes, polls, and case studies.
  • Offering personalized coaching or mentorship opportunities. 
  • Establishing marketing tactics to attract potential clients. 
  • Crafting customer success stories to demonstrate the ROI of training programs. 
  • Creating dynamic pricing models based on student needs. 
  • Providing tailored material based on industry or company size.

Now that we know the basics let’s examine different training structure examples and templates you can use to create your next educational product.

Explanation and Benefits

This incremental process is an effective way to organize your business’s training program. It involves creating a series of courses that build on each other and provide a logical progression for learners. Doing so creates a clear path or “ sequence ” from novice trainees to advanced experts while helping them make the most of their learning journey. 

The benefits of using this kind of structure include: 

  • Encourages learner engagement : When customers can see progress and understand how far they have come, it boosts motivation and keeps them engaged in their learning journey. 
  • Easier onboarding process : Setting steps makes it easier for new trainees to understand what to do and how far they have left. 
  • More effective training : Structured courses make learning more efficient, as learners can focus on specific topics or skills without feeling overwhelmed by too much information. 
  • Improved customer satisfaction : Customers’ satisfaction levels increase as they become more knowledgeable about your product or service.

Step-by-Step Implementation Guide

  • Identify the core topics of your course and the desired learning outcomes for each.
  • Organize these topics into a logical sequence that builds on previous knowledge and facilitates mastery of skills as learners progress through the course content. 
  • Create individual modules based on these topics, ensuring they are concise yet comprehensive in their subject coverage. 
  • Develop activities within each module to reinforce key concepts and provide opportunities for learners to practice newly acquired skills interactively.  
  • Include quizzes or assessments throughout the course to assess learner progress toward mastery of all objectives. 
  • Add a final assessment to the course that requires learners to demonstrate mastery of all topics and objectives. 
  • Provide support materials, such as worksheets or reference documents, for learners who need additional guidance throughout their learning journey.

Case Study: Corporate Finance Institute (CFI)

Corporate Finance Institute (CFI) has successfully utilized Thinkific’s online training resources to boost revenue and reach over 7 million students across 170 countries. Co-founded by Tim Vipond, CFI offers comprehensive financial analyst programs for individuals and renowned institutions like Deloitte, HSBC, and Amazon.

Transitioning from in-person classes to online courses with Thinkific Plus, CFI initially launched with a bundle of 10 courses. This allowed them to gather feedback and expand their offerings continuously. 

Now providing over 140+ courses through the Thinkific Plus platform, CFI continues to experience strong yearly growth in both student enrollments and revenue generation while reinvesting earnings back into course improvements and expansion efforts.

A modular training structure organizes and delivers training that allows you to mix and match different elements. It’s helpful for businesses looking to create custom learning experiences that meet their customers’ needs. 

The advantages of this approach include: 

  • Flexibility : You can tailor your courses according to customer preferences. 
  • Streamlined delivery : It makes managing complex teaching scenarios with multiple instructors, locations, and topics easier. 
  • Cost savings . Since each module can be reused in different contexts, companies save time and money by not having to develop entirely new courses each time. 
  • Increased engagement : Learners can explore topics in more depth since modules are organized into smaller, digestible chunks.
  • Define your goals : Identify the objectives of your training program and how you want to measure success. 
  • Organize content : Divide information into logical modules or topics that can be accessed in any order. 
  • Determine delivery method : Decide if you will deliver the training through an online platform, a webinar series, or other forms of instruction, such as text-based emails or videos. 
  • Create structure : Design a framework for each module, including an introduction, main body with learning activities, and conclusion. 
  • Develop content assets : Create relevant materials such as slides, quizzes, tutorials, and other assets to supplement the learning experience. 
  • Monitor progress : Track student engagement with metrics such as completion rates and feedback ratings. 
  • Evaluate outcomes : Analyze data to understand your program’s effectiveness and identify improvement areas.

Case Study: Blisspot

Blisspot , an online well-being solution, offers resources to support mental, physical, and emotional health for individuals and companies. Referred to as the “Netflix of well-being,” Blisspot provides users with easy access to expert resources like courses, podcasts, meditations, and goal-setting tools. The platform primarily targets small to midsize companies lacking in-house wellness programs or dedicated HR departments.

Initially experimenting with live events and workshops, Blisspot realized that online learning through Thinkific Plus would allow them to reach more people effectively. This seamless integration has enabled the company to offer personalized features such as tailored content recommendations based on user interests and goals. With a monthly membership fee of only $17 dollars per individual user or group subscriptions for employees offered by businesses participating in the program, accessibility is increased for all.

Thinkific Plus has helped Blisspot deliver enriching content while providing exceptional customer support that aligns with their mission of improving personal well-being and team performance across various industries.

A layered training structure is a way to organize online learning into multiple levels or stages. This approach allows learners to progress from basic concepts and knowledge to more advanced skills and understanding at their own pace. 

The pluses of using this learning strategy include the following: 

  • Greater comprehension for the learner as they pass through each layer 
  • Increased engagement in the learning process due to its progressive nature 
  • Ability to tailor content based on learners’ needs and abilities 
  • Clear evaluation points along the way so trainers can monitor the success
  • Establish the purpose of your training structure : What do you want to achieve (e.g., customer education, revenue generation)? 
  • Outline goals and objectives for each layer of the training structure : Consider what you would like to teach customers or how much revenue needs to be generated from each program tier. 
  • Create a timeline for implementation : Once you have set your goals and objectives, decide how long it will take to deliver them in line with customer requirements and expectations. 
  • Design content that meets the needs of learners at different levels : Structure content so that those new to the subject can easily understand basic concepts. In contrast, more experienced learners can deepen their skills. 
  • Develop a system for tracking and measuring progress : Set up metrics for monitoring learner engagement, completion rate, satisfaction levels etc. 
  • Establish an assessment process : Create assessments that measure how well learners have understood your training content and how successful they are in achieving goals set out in the program. 
  • Assign resources to promote and support your training structure : Make sure you have adequate staff or technology resources available to ensure customers receive quality service throughout their learning journey. 
  • Evaluate performance regularly : Review learner data and adjust the program as needed.

Case Study: BankersHub

BankersHub® , co-founded by Erin O’Donnell and Michael Beird, is a leading financial services training company dedicated to supporting and educating financial institutions worldwide. They offer the latest industry best practices, research insights, economic trends, and consumer views through their online education platform. Utilizing Thinkific Plus has allowed BankersHub® to stay ahead of the curve in financial services training while increasing both revenue and client engagement on their platform.

Recognizing the need for accessible online education following the 2008-2009 Global Financial Crisis, BankersHub® used Thinkific Plus to set up their training academy – BankersCollegeTM. This provided an easy-to-use platform for seamless B2B selling with built-in administrative and communication features that improved customer experience without requiring additional headcount. 

Since launching courses on Thinkific Plus, they have experienced steady growth in course enrollments and an 8% increase in revenue last year – attributed mainly to customers’ satisfaction with a more formal learning process.

This format combines in-person and online learning activities to create an engaging learning experience. It is advantageous for B2B training businesses as it provides the following: 

  • Flexibility : Learners can access content anytime, anywhere. 
  • Cost savings : Reduced travel costs for instructors and participants. 
  • Increased engagement : A diverse range of delivery methods engages participants more effectively. 
  • Improved reach : More people can join sessions remotely or via video conferencing technology.

Step-by-Step Implementation

  • Develop a blended training plan that incorporates both online and in-person components. 
  • Decide which topics your customers will learn best from an in-person session and which can be taught effectively online. 
  • Outline the objectives of each program component to ensure they are aligned with customer education goals. 
  • Create content for each aspect of the blended learning structure, including videos, webinars, and physical materials like workbooks or handouts, if applicable. 
  • Select appropriate content delivery platforms, such as Learning Management Systems (LMS) or virtual classrooms, for synchronous online sessions. 
  • Assign instructors or facilitators for each program component and provide training as needed. 
  • Launch your blended training structure and measure its success over time to ensure it meets customer education needs and generates revenue.

Case Study: Wallbreakers

Wallbreakers, an AI-powered platform co-founded by Andrea Guendelman, Leah La Salla, and Isaac Saldana, aims to bridge the skill gap between recent computer science graduates and top employers’ expectations for software development engineers. The company focuses on recruiting and retaining diverse talent from underrepresented backgrounds in the tech industry.

To manage a growing number of candidates and specialized training programs, Wallbreakers utilized Thinkific Plus to launch its online certification courses. This move enabled them to better monitor student progress while providing valuable certifications that make candidates more marketable to partner organizations like Amazon and Visa. 

By using Thinkific Plus features such as weekly reminder emails, group analysts, multimedia capabilities, and analytics support, Wallbreakers has successfully enhanced both candidate success rates and customer experiences in their program. Consequently, they have witnessed rapid growth through word-of-mouth marketing on social media platforms like LinkedIn.

This strategy presents information in a manner that is both progressive and cyclical. It begins with the most basic concepts, then introduces more complex ideas and builds on them as they are repeated throughout the course. 

With this approach, learners can continually review materials to solidify their understanding without getting overwhelmed by long lists of topics or competing ideas. The advantages for learners include: 

  • A greater level of comprehension due to multiple repetitions 
  • More straightforward navigation through content as similar subjects are grouped
  • Opportunity to quickly master foundational concepts before progressing further 
  • A more engaging learning experience as lessons are reinforced through repetition 
  • More accessible course updates, allowing content to be cycled out and replaced with new material 
  • Greater flexibility in creating different levels of courses or modules based on learners’ existing knowledge or needs 
  • Faster delivery times due to fewer topics needing to be covered at once
  • Define the key objectives of your educational course 
  • Break down your content into modules 
  • Designate a pre-requisite for each section 
  • Create an assessment to gauge the trainee’s understanding and progress 
  • Establish a spiral approach by linking topics from different modules together 
  • Implement feedback loops throughout the training program to ensure proper comprehension and retention of materials 
  • Monitor learner performance to adjust learning paths as needed 
  • Integrate revenue-generating strategies such as upsells or referrals throughout the training program 
  • Provide additional resources for self-paced learning or in-depth study 
  • Track outcomes to measure and analyze the success of your training program

Case Study: Epoch Education

Epoch Education, a national leader in diversity, equity, and inclusion (DEI) training, offers over 50+ courses to educators, students, and corporations across the USA. Founded by Dr. Nancy Dome, their RIR Protocol™ – recognize it, interrupt it and repair it – forms the foundation of their training courses. Prior to Covid-19, Epoch Education facilitated in-person trainings throughout the US but quickly shifted to online education via Thinkific Plus in March 2020.

Thinkific Plus has enabled Epoch Education to deliver personalized and engaging DEI training content securely while improving learning experiences and increasing revenue. By expanding its focus beyond education towards small businesses and corporations – as well as utilizing multimedia lessons on Thinkific Plus platform for wider reach – they have successfully engaged clients from various sectors across the country with audiences up to 3500 people at once.

Course Outline Template

Overview and Purpose: A course outline template organizes the main topics, objectives, and learning outcomes of a training program to ensure a coherent structure throughout the course.

Key Sections and Subsections: Introduction, Training Objectives, Training Content & Schedule, Training Methodolody, Conclusion.

Sample Format: 

Title & Description

  • Course Name: ABC Training Program
  • Introduction: A comprehensive training program on XYZ skills.

Training Objectives

  • Module 1: Topic A (Introduction to XYZ)
  • Subtopic 1: Background and history of XYZ
  • Subtopic 2: Importance of mastering XYZ skills in today’s market
  • Module 2 etc.

We at Thinkific have put together a comprehensive template for you to use and customize. Download it here to fast-track your session planning.

Lesson Plan Template

Overview and Purpose: A lesson plan template provides instructors with a detailed guide for each session or module of the training program, including specific activities and resources required for effective learning.

Key Elements and Components: Objective(s), Timeframe, Materials/Resources Needed, Teaching Methods and Techniques (e.g., lecture presentation, discussion, group work), Activities and Tasks for Learners.

Sample Format:

Objective(s)

  • By the end of this session, participants will be able to identify key components of the XYZ process.

Time Allotted: 90 minutes 

Materials/Resources Required:

  • PowerPoint slides for presentation 
  • Handout with key concepts and examples 

Instructional Technique(s):

  • Lecture Presentation [30 min]

Activity/Task Description:

  • Participants will listen and take notes during the lecture.

Training Session Agenda Template

Overview and Purpose: Overview and Purpose: This template helps trainers create an organized schedule for each session of their training program by allocating time to different topics while ensuring smooth progress throughout the event.

Key Sections and Time Allocation: Welcome/Introduction; Lecture Sessions; Breaks; Workshops or Discussions; Q&A and Closing Remarks.

08:30 – Welcome / Introduction [15 min]

09:00 – Presentation topic (Module 1) [45 min]

10:00 – Coffee break [15 min]

10:15 – Workshop activity (Group discussion on Module 1) [60 min]

Assessment and Evaluation Template

Overview and Purpose: The assessment template ensures that learners are evaluated effectively based on their understanding of course material through various assessment methods like quizzes, tests or practical assignments.

Key Criteria and Assessment Methods: Critera could include Multiple-choice Questions, Open-ended Questions, Practical Assignments/Tasks, Self-Reflections.

Assessment Title – Final Exam for ABC Training Program

Section I – Multiple-choice questions (20 points)

Question #1 –

Which one is a component of the XYZ process?

  • a) Component A, b) Component B, c) Component C

Training Material Design Template

Overview and Purpose: This template guides trainers in creating visually appealing and engaging training materials that effectively communicate key concepts to learners while maintaining a consistent design throughout the course.

Key Sections and Visual Elements: Visual Elements can include Cover Page; Table of Contents; Headers and Footers with section names; Subheadings; Images & Graphics (charts/graphs/icons); Consistent Fonts & Colors.

Cover page template example:

  • [Title] ABC Training Program Workbook [/Title]
  • [Logo] Your Company Logo [/Logo]

Table of Contents template example:

  • Table of Contents
  • Introduction …………………………………………………. Page i 
  • Module/topic name …………………………………………… Page ii
  •  Subheading(s) ……………………………………………….. Page iii

Headers/Footers with section names template example:

  • Header: ABC Training Program Workbook
  • Footer: Module # – Topic Name | Page #

Images & Graphics template example:

  • [Image] Diagram illustrating the XYZ process [/Image]

Consistent Fonts & Colors template example:

  • Font Family: Arial or Calibri, Font Sizes: Titles (24pt), Subheadings (18pt), Body text (12-14pt); Colors: Company Branding colors for title/subheadings and black/grey for body text.

Once you’ve selected your training structure examples and templates for your online B2B learning products, you will add value to your offering when you apply the following strategies.

Customizing Training Structure for Specific Needs

By tailoring content to the needs and goals of a company, you will be able to provide an individualized approach that is more likely to engage customers, help them reach their objectives, and generate revenue for your business. 

Ensuring Seamless Transitions and Flow

Ensuring your modules have a smooth and orderly progression is key to optimizing the learning journey of each user. Best practices for achieving this include mapping out an organized curriculum, breaking it down into logical steps, providing clear objectives at the start of each session, and creating natural pathways that lead users from one topic to another. 

Incorporating Engaging Activities and Interactions

Incorporating dynamic and interactive elements such as quizzes, puzzles and activities can help customers to absorb and retain information in a more effective way. This will provide them with the tools needed to make the most out of their training experience.

Assessing and Adjusting Training Structure Effectiveness

It is essential to continually monitor, assess and refine your training structure in order to ensure that it remains effective. This can include regularly assessing customer feedback, evaluating the performance of employees trained using these measures and making necessary adjustments to stay up-to-date with industry trends.

Online training requires a different approach than in-person training, as the medium is drastically different and requires optimization to be effective. Here’s a look at several virtual learning strategies.

Adapting Training Structure for Virtual Learning

To adapt your educational course to the virtual environment, focus on creating an engaging environment through interactive activities such as polls and surveys, provide more self-guided resources like eBooks or podcasts and utilize customized tracking tools for progress assessment. 

Leveraging Technology and Interactive Tools

Technology has revolutionized the way we learn, offering us an abundance of virtual tools to create a more engaging and effective online learning environment. Here are some popular types of technology you can use for bringing your training online with courses: 

  • A Learning Management System like Thinkific to build your courses 
  • Video conferencing platforms such as Zoom or Skype 
  • Virtual whiteboards for collaboration with course participants 
  • Online quizzes with automated grading capabilities 
  • An online community for your learners 
  • Digital library resources that provide access to ebooks and other reading materials 
  • Interactive teaching software that offers multimedia lessons and activities 
  • Mobile applications that enable learners to access courses on their phones

Enhancing Learner Engagement and Interaction

When you move your training program online, you gain the ability to engage customers in a more interactive and progressive way. Some of the most inventive and popular methods include:

  • Incorporating multimedia such as video, audio, and animation
  • Utilizing chat boxes to allow for real-time communication and discussion
  • Introducing gamification elements to motivate users
  • Allowing customers to collaborate with peers via virtual classrooms, discussion rooms, or project groups

All of these tactics help keep participants engaged and can lead to greater knowledge retention.

Let’s examine a few more training approaches you can use as you develop your educational product.

Gamified Training Structure

Gamified training structure is a method of teaching and learning that uses game-like elements, such as points, badges, leaderboards, and rewards to motivate learners. It can be used to encourage engagement with content and reward progress toward the desired outcome or goal.

Role-Play Training Structure

This form of comprehensive training program encourages participants to simulate scenarios and practice in real-world situations. It focuses on replicating challenges and building skills for dealing with them, allowing employees to gain experience without the risk of failure.

Problem-Based Learning Structure

Instead of simply giving learners information, challenge-based learning immerses them in a problem and allows them to develop skills as they work toward a solution. 

Peer-Learning Structure

This learning approach encourages individuals to learn from each other by sharing their knowledge and experiences. It fosters collaboration between participants, creating an environment of mutual learning and growth.

Simulation-Based Training Structure

Programs built around this training method use virtual environments to simulate real-world scenarios. This process helps learners build skills and experience in safe, risk-free settings by allowing them to practice without consequence.

This article has explored various training structure examples and templates, such as sequential, modular, layered, blended, and spiral approaches. We’ve also discussed strategies for enhancing learner engagement through technology integration and virtual learning adaptation.

It’s essential to tailor your chosen training structure to suit the unique needs of your clients while ensuring a smooth flow between course modules. Regularly assessing your program’s effectiveness allows you to stay current with industry trends and maximize return on investment. 

By implementing these best practices within your online courses or training programs, you can cultivate engaging educational experiences that drive revenue growth for both your business and its clients. 

Download the Training Structure Template

Harness the power of well-structured training. This free template guides you in outlining a cohesive, engaging structure for your training programs or courses. Save time, enhance learning effectiveness, and ensure your training delivery is top-notch. Secure your copy today and elevate your training framework.

Q. Why is it important to have a structured training program for B2B businesses?

It is important to have a structured training program for B2B businesses because with a structured program, businesses can create online educational products that are tailored to their customers’ needs while also generating income from these products. In addition, having a well-defined program helps ensure quality assurance of the product, thereby increasing customer satisfaction and loyalty.

Q. Can I modify the provided training structure examples and templates to align with my business requirements?

Yes, you can absolutely modify the provided training structure examples and templates to align with your business requirements. In fact, it is highly recommended that you tailor these structures to fit the unique needs of your clients and industry. Customizing your chosen training approach helps ensure a more engaging and relevant learning experience for your customers.

Q. How do I determine which training structure is most suitable for my B2B training programs?

To determine which training structure is most suitable for your B2B training program you should consider your program’s goals, budget, and customer needs. Evaluate what type of content you need to create, how long it will take for customers to complete the training program, and if any additional resources or support is needed. Additionally, think about how you can track progress and measure success in order to optimize your B2B training structure.

Daniela Ochoa is the go-to Content Marketing Specialist here at Thinkific Plus! With years of experience in marketing and communications, she is passionate about helping businesses grow through strategic storytelling, innovative digital campaigns, and online learning at scale.On this blog, she shares her expertise in content marketing, lead generation, and more.

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Top 10 Training Plan Templates With Examples and Samples

Top 10 Training Plan Templates With Examples and Samples

Kanica Sharma

author-user

Skills upgrade and learning is a continuous, ongoing process, which is a must for businesses of any scale. To stay abreast of the times and ensure optimum productivity, it is critical to developing a company training plan. This might appear to be a time-consuming exercise, but it only needs to be done once, after which it requires minor tweaks as the market evolves or technology improves. Management ranks and employees all need to upgrade their skill sets over time. 

Hence, training should be incorporated into the company's day-to-day operations. Motivated employees who want to see the company succeed will often take new ideas they come across and suggest a course of action that will benefit the company's bottom line.

Nonetheless, additional staff training, if chosen carefully, will help to achieve greater efficiency and a better Return on Investment (ROI).

To convey and record training needs and their mammoth importance for business, SlideTeam's Training Plan Templates are the perfect solution. Using these expert-curated, professionally-designed presentation templates, you'll be able to transition someone to a new role or up-skill professionals from their current position.

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure. Time to have effective training plans in place!

Template 1: Employee Training Plan PPT Deck

The most efficient way to ensure that every employee receives the training they require is to develop a training plan tailored to their specific needs. An employee training plan lays out exactly what needs to happen to meet training requirements. Get your technical training and project planning, etc., in order with our PPT Deck. Download it right away!

Employee Training Plan PPT Deck

Download this template

Template 2: Training Plan PPT Slide

Use our PPT Deck to outline how you plan to carry out your training initiatives. It outlines what must occur for your training efforts to be successful. Apart from the training plan, this deck also includes a full-fledged annual training plan report for more clarity. Develop your worker's specific skills with our content-ready PPT Deck. Download now!

Training Plan PPT Slide

Template 3: Training Strategy With Development Plan and Priority

Organizations can use training strategies to develop protocols for developing employees' professional skills. Creating a training strategy ensures that these efforts mesh with your business operations to maximize the value of each training session. With this PPT Template, you can help your employees perform their jobs with effectiveness, increasing overall company productivity.

Training Strategy With Development Plan and Priority

Template 4: Corporate Training Plan PPT Template

An employee training plan lays out exactly what needs to happen in order to meet the training requirements. Employ Corporate Training Plan PPT Slides to provide skills and knowledge to your organization. Describe what a project roadmap should include, such as project goals and objectives, a timeline indicating the schedule, potential risks, etc. This is an excellent choice for any assistance with industry learning and development. Download now!

Corporate Training Plan PPT Template

Template 5: Training plan for effective work management

Providing you with a solid training plan PPT Template that can serve as the foundation of an organization rather than just for employee training. Continuous skill development ensures that you are striving for effective work management and workforce success. That is why it is critical to developing a training strategy. Download it now and watch it make miracles for your company.

Training plan for effective work management

  Download this template

Template 6: One-page Employee Training Implementation Plan

Proper training can set employees on the path to success within a company. It is more important to implement a training plan than to create one. Your weekly training timeline, schedule, and desired results will all be taken care of. Also, outline the training needs assessment process in five steps, starting from pre-inventory assessment, workshop analysis, task verification, training needs inventory, and program design. Get your hands on this design instantly. 

One-page Employee Training Implementation Plan

Template 7: Sales Training Plan PPT Template

It is a difficult task to prepare your sales people for success. Your sales team will be able to create meaningful buyer engagements with our PPT Slide. It provides them with the necessary skills and resources. This template specifically mentions field training, FAQ training, and so on. Download it right away.

Sales Training Plan PPT Template

Template 8: Key Steps For Creating Effective Employee Training Program Plan

Businesses were able to keep up with the rapid pace of t changes and challenges with the implementation of an employee training plan that resulted in a flexible, well-trained workforce. Time to get yourself well-acquainted with the necessary steps to create an effective employee training plan. From performing an assessment to implementing the training, everything is readily available in this PPT Slide. Get it now! 

Key Steps For Creating Effective Employee Training Program Plan

Template 9: Weekly Training Planner One-pager

This weekly planner one-pager PPT Template makes it simple to track the progress of a project and create a task schedule. It assists you in prioritizing tasks and staying on track by dividing your time wisely. With its assistance, one can easily schedule events and assess the project's progress. You can also make a weekly budget schedule to keep track of your spending. Download now! 

Weekly Training Planner One-pager

Template 10: Weekly Leadership Development Training Plan Schedule

It is critical to cultivate a leadership culture throughout an organization. Using our PPT Template, you can strengthen your leadership skills and competencies. . You can create a weekly roadmap outlining how your organization will develop leadership skills in employees. . Get this slide right now and start your new work week!

Weekly Leadership Development Training Plan Schedule

Over To You!

Companies that want to grow and adapt will need to train their employees at some point. Having what you need before you need it indicates that your company is prepared for the future.

Creating an employee training plan can be difficult, but SlideTeam is here to your rescue. 

FAQs on Training Plan

What are the different training methods.

Employee training is an important part of a company's growth and success. A well-trained workforce is more productive and efficient, allowing them to make significant contributions to their organization. Here is a list of employee training methods for you to understand and select from.

1- eLearning

2- On the job training

3- Instructor Led Learning

4- Simulation Training

5- video training

6- Case Studies

7- Peer to peer learning

What are the steps involved in the training program?

For years, organizations attempted to train frontline workers without a process in place. However, in order to develop a successful training program for your organization that helps to cultivate the best employees, you must consider the following steps: 

Step 1- Specify Your Training.

Step 2- Get Your Training Ready.

Step 3- Put your training to the test.

Step 4- Conduct Your Training.

Step 5- Verify Your Training

Step 6- Conduct an audit of trainee performance.

What does a training program accomplish?

Employee training programs provide them with the skills and knowledge they need to perform their daily tasks. Furthermore, training programs provide employees with extensive knowledge in their respective fields, allowing them to gain experience and become more comfortable doing their jobs.

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550+ Business Plan Examples to Launch Your Business

550+ Free Sample Business Plans

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration. Go even further with LivePlan , which harnesses AI-assisted writing features and SBA-approved plan examples to get you funded.

Find your business plan example

Accounting, Insurance & Compliance

Accounting, Insurance & Compliance Business Plans

  • View All 25

Children & Pets

Children & Pets Business Plans

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Business plan template: There's an easier way to get your business plan done.

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Medical & Health Business Plans

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Nonprofit Business Plans

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Real Estate & Rentals Business Plans

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Retail & Ecommerce

Retail & Ecommerce Business Plans

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Technology Business Plans

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Transportation, Travel & Logistics Business Plans

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

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How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.

Choose a business plan example from a similar type of company

You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template , or get started right away with LivePlan .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your plan regularly to use it as a business management tool

Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily, just like you can leverage an example business plan template to write your plan, we also have a gallery of over 50 pitch decks for you to reference.

With this gallery, you have the option to view specific industry pitches or get inspired by real-world pitch deck examples. Or for a modern pitch solution that helps you create a business plan and pitch deck side-by-side, you may want to check out LivePlan . It will help you build everything needed for outside investment and to better manage your business.

Get LivePlan in your classroom

Are you an educator looking for real-world business plan examples for your students? With LivePlan, you give your students access to industry-best business plans and help them set goals and track metrics with spreadsheet-free financial forecasts. All of this within a single tool that includes additional instructional resources that work seamlessly alongside your current classroom setup.

With LivePlan, it's not just a classroom project. It's your students planning for their futures. Click here to learn more about business planning for students .

Ready to get started?

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Home » Sample Business Plans » Education » School

How to Write a Vocational School & Training Center Business Plan [Sample Template]

Are you about starting a vocational training center? If YES, here is a complete sample vocational school business plan template & feasibility report you can use for FREE . Okay, so we have considered all the requirements for starting a vocational school. We also took it further by analyzing and drafting a sample vocational training business marketing plan template backed up by actionable guerrilla marketing ideas for vocational schools. So let’s proceed to the business planning section.

Why Start a Vocational School & Training Center?

There are countless number of people out there who are trying to acquire skills that will enable them put food on their table, pay their bills and ultimately become their own boss, and a vocational school & training center is just an ideal place they can get the journey started.

You can be rest assured that your services will always be in demand not only by young or old people who could not make it to the university or college, but also by graduates who would want to start a skill based business of their own. The truth is that if your vocational school & training center has loads of courses (trades) and is government approved, then you may not have to struggle to persuade students to enroll in your school.

Just like most businesses, the trade and technical school industry is open for as many people that are interested in the industry as long as you have what it takes to run an accredited vocational school & training center. Even if you don’t have the finance and other requirements, you can come into the industry by starting out as a small music school or driving school in your neighborhood.

If you have decided to start a vocational school & training center, then you should must make sure that you carry out thorough feasibility studies and also market survey.

Lastly, you would need a good business plant to be able to launch a successful business, and below is a workable vocational school & training center business plant template that will help your draft yours.

A Sample Vocational School & Training Center Business Plan Template

1. industry overview.

Vocational school and training center falls under the Trade and Technical Schools industry, and it comprises of schools that offer vocational and technical training in a wide range of technical subjects and trades. The trainings offered by trade and technical schools often lead to job-specific certification.

Instruction may be provided in diverse settings, such as the company’s training facilities, the workplace, the home or through distance-learning methods. Key areas in this industry include music schools and musical instrument training, cosmetology and barber schools, flight training, apprenticeship training and other technical training.

If you are a keen follower of the Trade and Technical Schools industry in the united states, you will agree that the industry has experienced fluctuations over the last five years due to the recession and stagnant growth in federal funding for such schools.

High unemployment has caused individuals to seek out further education, while employers are increasing their training requirements to remain competitive. Going forward, decreasing unemployment rates combined with the increasing tuition of four-year colleges will both boast enrollment in vocational training, and hamper industry growth.

Statistics has it that in the United States of America alone, there are about 8,876 registered and licensed (accredited) trade and technical schools scattered all across the country responsible for employing about 127,260 people and the industry rakes in a whooping sum of $13 billion annually. The industry grew at -6.3 percent annual growth within 2012 and 2017. It is important to state that there are no establishment in this industry that has a lion market share.

A recent report released by IBISWorld shows that the Trade and Technical Schools industry operates in a countercyclical manner. The report shows that the industry revenue grew significantly as a result slow economic growth earlier over the five years to 2016, but has suffered subsequently. Sluggish economic activity helped the industry to grow as the unemployed sought professional training to improve their job prospects.

As national unemployment has decreased however, so has industry revenue. The report further stated that in recent years, the restructuring of the US economy has accelerated. Service industry professions are in higher demand than ever, while growth in manufacturing continues to fail to impress. As a result, individuals displaced by major economic change are still retooling their skillset.

Due to the fact that it is stressful to get government accreditation for a standard vocational school & training center in the United States, it will be safe to say the industry is under saturated. It is important to state that entrepreneurs who are into training people on various trade/skills such as how to drive, how to play musical instrument, how to cook and how to dance et al can easily be found without stress.

Some of the factors that encourage entrepreneurs to start their own vocational school & training center despite the fact that the business is challenging could be that the business is highly profitable, they can easily get funding and support from government and charity organizations and the business can be started in any part of the world.

Starting a vocational school requires professionalism and good grasp of the trade you want to teach people. Besides, you would need to get the required certifications and license (accreditations) and also meet the standard for such business before you can be allowed to start. One good thing about the Trade and Technical Schools industry is that there is readily available market for their services. So, if you are well positioned and you know how to impart skills to students, you will always smile to the bank.

2. Executive Summary

Richmond Jones® Vocational Training Center, LLC is a registered and accredited trade and technical school that will be located in Orange County – California. We are registered under the United States’ Government. We are well equipped to train people on various technical and vocational skills.

We are set to offer vocational and technical trade trainings such as automobiles, electrical works, music schools and musical instrument training, cosmetology and barber schools, flight training, apprenticeship training and other technical training.

At Richmond Jones® Vocational Training Center, LLC we are passionate in the pursuit of excellence and financial success with uncompromising services and integrity which is why we have decided to start our own vocational school & training center in Orange County – California.

We are quite optimistic that our values and quality of service offering will help us drive our center to enviable heights and also help us attract the number of students that will make the business highly profitable.

We are in the Trade and Technical Schools industry to favorably compete with other leading brands in the industry. Our corporate business goal is to be among the top 5 vocational school & training centers in the United States of America.

As a company, we are willing to go the extra mile to invest in some of the finest professionals we can find and also, we have put process and structures in place that will ensure that we are always at the top of our game when it comes to impacting knowledge. We have been able to secure permits from all relevant departments in the State of California.

We are quite aware that in order to become the number one choice in our city, we must continue to deliver quality and safe trainings and that is exactly what we will do.

Richmond Jones® Vocational Training Center, LLC is owned and managed by Richmond Jones and other members of his faculty. Richmond Jones has over 15 years’ hands on experience in the Trade and Technical Schools industry in the United States and he is a Certified Technical Skill Trainer and has certification in a Niche Area (Trade and Technical Vocation).

3. Our Products and Services

Richmond Jones® Vocational Training Center, LLC is an accredited vocational school & training center that offers a wide range of services that revolves around the Trade and Technical Schools industry. These are the services we will offer as a vocational school & training center;

  • Automobile technology
  • Beauty and cosmetology training
  • Apprenticeship training programs
  • Commercial or graphic art training
  • Bartending training
  • Electronic equipment repair training schools
  • Firefighter training
  • Medical technician training

4. Our Mission and Vision Statement

  • Our Vision is to become the number one government approved vocational school & training center in the whole of Orange County – California, United States of America.
  • Our mission as a government approved vocational school & training center is to develop a highly successful, and profitable vocational school & training center which provides quality training in our community and to become a standard for an ideal vocational school & training center.

Our Business Structure

Richmond Jones® Vocational Training Center, LLC is aware that the success of any business lies in the foundation on which the business is built on, which is why we have decided to build our vocational school & training center on the right foundation.

We want to build a business of dedicated workforce who will go all the way to ensure that our students are satisfied and they get value for their money when they enroll in our training center. We aware that it takes a business with the right employees and structure to achieve all what we have set to achieve, which is why will be putting structures and standard operating processes in place that will help us deliver excellent trainings and run the business on auto pilot.

Richmond Jones® Vocational Training Center, LLC will employ professionals and skilled people to occupy the following position;

  • Head of The School/School Coordinator

School Administrator

Instructors

Marketing and Sales Executive

Client Service Executive

5. Job Roles and Responsibilities

Head of the School / School Coordinator:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Reports to the board
  • Responsible for overseeing the smooth running of HR and administrative tasks for the school
  • Regularly hold meetings with key stakeholders (students and member of the school board) to review the effectiveness of the schools’ Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversees the smooth running of the daily activities of the school.
  • Responsible teaching students based on the vocation they enrolled for.
  • Accesses the progress of students under their care
  • Ensures that students abide by the rules and regulations of the regulating bodies in the United States of America
  • Contributes his/her quota towards growing the school
  • Receives complaints from students and channel it to the appropriate quarters
  • Handles any other duty as assigned by the school coordinator.
  • Identifies, prioritizes, and reach out to new students, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents the company in strategic meetings
  • Helps to increase sales and growth for the school.
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Provides managements with financial analyses, development budgets, and accounting reports
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the organization
  • Serves as internal auditor for the organization.
  • Welcomes students and visitors by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with students on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Consistently stays abreast of any new information on the schools’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to students when they make enquiries
  • Distributes mails in the organization
  • Handles any other duties as assigned by the school authority

6. SWOT Analysis

In the United States, vocational school & training center is one of the many businesses that can easily generate business deals with little stress as long as they are well positioned. We are building a standard vocational school & training center with various training areas which is why we have decided to subject our business idea to SWOT Analysis.

Ordinarily we can successfully run a normal vocational school & training center without the stress of going through the required protocol of setting up a new business, but because of the nature of the vocational school & training center we want to establish, we don’t have any option other than to follow due process.

We hired the services of a HR and Business consultant with bias in startups to help us conduct SWOT analysis for our company and she did a pretty job for us. Here is a of the result we got from the SWOT analysis that was conducted on behalf of Richmond Jones® Vocational Training Center, LLC;

Richmond Jones® Vocational Training Center, LLC is centrally located in an area with the right climatic conditions and demographic composition for the kind of business we want to run. Another strength that counts for us is the power of our team; our workforce and management. We have a team that are considered experts in the vocational school line of business, a team of hardworking and dedicated individuals.

Richmond Jones® Vocational Training Center, LLC is a new business and we may not have the financial muscle to acquire the latest equipment needed to train students, to attract and retain the best hands in the industry and also to sustain the kind of publicity we want to give our business.

  • Opportunities:

We are centrally located in one of the busiest areas in Orange County – California and we are open to all the available opportunities that the city has to offer. Our business concept and staff strength also positioned us to accommodate over 100 students per time.

The truth is that there are no standard vocational school & training centers within our area; the closest to our proposed location is about 10 miles away. In a nutshell, we do not have any direct competition within our target market area.

Some of the threats that are likely going to confront Richmond Jones® Vocational Training Center, LLC are unfavorable government policies , seasonal fluctuations, demographic/social factors, downturn in the economy which is likely going to affect consumers spending and of course emergence of new competitors within the same location where our vocational school & training center is located.

7. MARKET ANALYSIS

  • Market Trends

The truth is that any vocational school & training center that has good records and loads of positive testimonials from students who have passed through the school will always thrive.

Another common trend in the industry is that in the bid to survive global economic meltdown and to ensure steady flow of income to effectively run the business, most players in the industry engage in other related services. Some of them even go as far as establishing agency services to provide professional and certified pilots for clients and some also offer specialized training for executive students.

It is a known pattern that as unemployment declines, demand for courses provided by this industry will drop, as further education and training become less essential to finding employment. The national unemployment rate is expected to decrease significantly over 2017, posing a serious potential threat to the industry.

As a matter of fact, about half of total government postsecondary education comes from state governments while federal contributions comprise mostly of grants bestowed on universities to be used for specific research. A rise in government funding for universities will cause enrollment in technical and trade schools to grow, as government funding typically increases affordability for students who need education loans. Government funding for universities is expected to increase over 2017, representing a potential opportunity for the industry.

8. Our Target Market

Prior to choosing a location for our vocational school & training center, we conducted thorough feasibility studies and market survey and we were able to identify those who will benefit greatly from our service offerings.

Essentially, the demographic and psychographic composition of those who require our services cut across individuals, school leavers, corporate organizations, aspiring entrepreneurs and religious organizations who need to acquire trade and technical skill sets.

  • Our competitive advantage

In spite of the fact that vocational schools scale through hurdles before they are established does not mean that there are no real competitions in the industry. The truth is that no matter the line of business that you are involved in, as long as it is called business, you will definitely face one form of competition or the other and vocational school & training center is not an exemption.

So, if you are looking towards setting up this type of business, it is advisable to do your due diligence before launching the business if indeed you want to succeed.

Our competitive edge is that we have the ability to quickly adopt new technology, we have access to highly skilled workforce and our location is in fact one of our major strengths because we are located with the right demography for the kind of business we run.

Another strength that counts for us is the power of our team and management. We have a team that are considered experts in the vocational school & training center line of business, a team of hardworking and dedicated individuals.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

Richmond Jones® Vocational Training Center, LLC is established with the aim of maximizing profits in the Trade and Technical Schools industry and we are going to ensure that we do all it takes to attract both individual clients and corporate clients on a regular basis.

Richmond Jones® Vocational Training Center, LLC will generate income by offering the following services;

10. Sales Forecast

We are well positioned to take on the available market in and around Orange County – California and we are quite optimistic that we will meet our set target of generating enough income/profits from the first six months of operation and grow our vocational school & training center and our student base.

We have been able to examine the vocational school & training center, market we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. Below are the sales projections for Richmond Jones® Vocational Training Center, LLC, it is based on the location of our business and of course the wide range of related services that we will be offering;

  • First Fiscal Year: $375, 000
  • Second Fiscal Year: $650, 000
  • Third Fiscal Year: $1 million

N.B : This projection was done based on what is obtainable in the vocational school & training center line of business and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same related services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

The marketing strategy adopted by Richmond Jones® Vocational Training Center, LLC is going to be driven basically by excellent customer service and quality training delivery. We will ensure that we build a loyal customer base.

We want to drive sales via the output of our jobs and via referral from our satisfied students. We are quite aware of how satisfied students drive business growth especially businesses like vocational school & training centers and related services.

Richmond Jones® Vocational Training Center, LLC is strategically located and we are going to maximize the opportunities that is available which is why we spent more to locate the business where it will be visible and accessible to our target market.

Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets.

Our goal is to grow Richmond Jones® Vocational Training Center, LLC to become the leading vocational school & training center in Orange County – California which is why we have mapped out strategies that will help us take advantage of the available market and grow to become a major force to reckon with in our line of business.

Richmond Jones® Vocational Training Center, LLC is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our vocational school & training center by sending introductory letters alongside our brochure to schools and other key stake holders in and around Orange County – California
  • Print out fliers and business cards and strategically drop them in offices, libraries, public facilities and train stations et al.
  • Use friends and family to spread word about our business
  • Post information about our vocational school & training center and the services we offer on bulletin boards in places like schools, libraries, and local coffee shops et al
  • Place a small or classified advertisement in the newspaper, or local publication about our vocational school & training center and the services we offer
  • Leverage on referral networks
  • Advertise our vocational school & training center in relevant entertainment magazines, newspapers, TV and radio stations.
  • Attend relevant expos, seminars, and business fairs et al to market our services
  • Engage in direct marketing approach
  • Encourage the use of Word of mouth marketing from loyal and satisfied students
  • Join local chambers of commerce and industry and other relevant groups to market our services.

11. Publicity and Advertising Strategy

Richmond Jones® Vocational Training Center, LLC is set to create a standard for the vocational school & training center business not only in Orange County – California, but throughout the United States of America which is why we will go all the way to adopt and apply best practices to promote our business.

Good enough there is no hard and fast rule on how to promote a vocational school & training center business. Here are the platforms we intend leveraging on to promote and advertise Richmond Jones® Vocational Training Center, LLC;

  • Encourage our loyal customers/students to help us use Word of Mouth mode of advertisement (referrals)
  • Advertise our vocational school in relevant aviation magazines, local newspaper, local TV and radio stations
  • Promote our vocational school online via our official website
  • List our vocational school on local directories (yellow pages)
  • Sponsor relevant community programs
  • Leverage on the internet and social media platforms like; Instagram, Facebook, twitter, et al to promote our brand
  • Install our billboards on strategic locations all around Orange County – California
  • Direct coupon mailing approach
  • Distribute our fliers and handbills in target areas
  • Ensure that all our staff members wear our customized clothes, all our mini – aircrafts, and official cars are customized and well branded.

12. Our Pricing Strategy

At Richmond Jones® Vocational Training Center, LLC we will keep our fees below the average market rate by keeping our overhead low and by collecting payment in advance.

We are aware that there are some students that would need special assistance, we will offer flat rate for such services that will be tailored to take care of such students’ needs. The prices of our training services and certifications will be same as what is obtainable in the open market.

  • Payment Options

The payment policy adopted by Richmond Jones® Vocational Training Center, LLC is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation in the United States of America.

Here are the payment options that Richmond Jones® Vocational Training Center, LLC will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via online bank transfer
  • Payment via mobile money platform
  • Payment via Point of Sale Machines (POS Machine)
  • Payment via check
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for registering and services rendered without any stress on their part. Our bank account numbers will be made available on our website and promotional material.

13. Startup Expenditure (Budget)

If you are looking towards starting a vocational school & training center, then you should be ready to raise enough capital to cover some of the basic expenditure that you are going to incur. You will need money to secure a standard facility, acquire different types of training machines and equipment, acquire license and permits, relevant software apps and you will need money to pay your workforce and bills for a while until the revenue you generate from the business becomes enough to pay them.

We have been able to pull cash that will be enough for us to successfully launch a standard and government approved vocational school & training center in Orange County – California. The items listed below are the basics that we would need when starting our vocation school and trade center in the United States, although costs might vary slightly;

  • The total fee for registering the business in the United States of America – $750.
  • Legal expenses for obtaining licenses and permits – $1,500.
  • Marketing promotion expenses (8,000 flyers at $0.04 per copy) for the total amount of – $10,000.
  • The total cost for hiring Business Consultant – $5,000.
  • The amount needed for the purchase of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $30,800.
  • The total cost for the purchase of accounting software, CRM software and Payroll Software – $3,000
  • The total cost for leasing facility for the business – $150,000.
  • The total cost for equipping our lab – $500,000
  • Other start-up expenses including stationery – $1000
  • Phone and utility deposits – $3,500
  • Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $40,000
  • The cost for the purchase of furniture and gadgets (Computers, Printers, Telephone, TVs, Sound System, snooker board, tables and chairs et al) – $4,000.
  • The cost of launching a website – $600
  • The cost for our grand opening party – $15,000
  • Miscellaneous – $5,000

Going by the report from the market research and feasibility studies conducted, we will need about seven hundred and fifty thousand ( 750,000 ) U.S. dollars to successfully set up a medium scale but standard vocational school & training center business in the United States of America.

Generating Funds/Startup for Richmond Jones® Vocational Training Center, LLC

Richmond Jones® Vocational Training Center, LLC is owned and managed by Richmond Jones and other members of the faculty. They are the financiers of the business which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources.

  • Generate part of the startup capital from personal savings and sale of his stocks
  • Generate part of the startup capital from friends and other extended family members
  • Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $350,000 ( Personal savings $300,000 and soft loan from family members $50,000 ) and we are at the final stages of obtaining a loan facility of $400,000 from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers that they have, the capacity and competence of their employees, their investment strategy and the business structure. If all of these factors are missing from a business, then it won’t be too long before the business closes shop.

One of our major goals of starting Richmond Jones® Vocational Training Center, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our vocation and trade training services a little bit cheaper than what is obtainable in the market and we are prepared to survive on lower profit margin for a while.

Richmond Jones® Vocational Training Center, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

  • Business Name Availability Check : Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Securing a standard facility and reconstructing the facility: Completed
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Conducting Feasibility Studies: Completed
  • Generating part of the startup capital from the founders: Completed
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of Logo for the business: Completed
  • Purchase of training tools and equipment and supplies: Completed
  • Printing of Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of furniture, office equipment, software applications, electronic appliances and facility facelift: In progress
  • Creating official website for the business: In Progress
  • Creating Awareness for the business: In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with vendors and key players in various industries: In Progress

More on School

Personal Training Business Plan With Examples & Templates

Published by caroline @ wellness creative co on 14 june 2023 14 june 2023.

Writing a personal training business plan can seem a bit daunting. Most PTs love fitness and programming but aren’t so keen on the admin side. The good news is it doesn’t have to be difficult – with the right guidance and some practical examples to follow, it’s actually pretty easy.

In this article – learn how to write a personal training business plan in 7 simple steps (with samples, templates, and a downloadable checklist).
  • Why write a business plan?
  • 7 key elements
  • Templates & examples
  • Downloadable PDF checklist

We’re a team of qualified personal trainers and fitness coaches with 15+ years of industry experience , so we know first-hand what works (and what doesn’t!). We’ve trained other fitness professionals in sales, marketing, and business growth, so our strategies are tried and tested.

Why Write a Business Plan?

If you want your personal training business to be successful , then it’s vital to have a plan. It’ll help you secure investor funding or a business loan , which many PTs require in order to get off the ground.

But even if you don’t need the start-up finances, writing a plan makes you more likely to succeed. In fact, research shows that business plans double your chance of success . So, it’s really a no-brainer if you’re serious about being successful.

Here are a few of the reasons why creating a business plan is important…

  • It crystallizes abstract thoughts and ideas into something tangible
  • Helps you communicate your business concept in a way others will understand easily
  • Required to secure funding from investors and banks
  • Provides a structured plan to work through
  • Helps you decide which areas to spend money on and where not to invest
  • Ensures you understand what you’re letting yourself in for in terms of money, time, and effort

Whether you want to go freelance, become a mobile PT, start a personal training studio, or your own gym , you’ll definitely need a plan.

What To Include In a Personal Training Business Plan

Writing a personal training business proposal might sound daunting but this 7-step guide makes it easy . It’ll walk you through the exact process to follow so you’ll have your plan completed in no time. Here’s an overview of what you need to include…

  • Executive summary
  • Industry and market analysis
  • Business overview
  • Services offered
  • Sales and marketing strategy
  • Financial details
  • Implementation plan

Personal Training Business Plan PDF Template

Now let’s look at each of these sections in more detail…

1. Executive Summary

Get straight to the point – why should the bank or investors lend your business money? Include your mission, key financial info, and unique selling points. Although it goes at the beginning of your plan, you should prepare this section last.

2. Industry & Local Market Analysis

Demonstrate potential – show that the fitness market and personal training industry are growing and there’ll be a strong demand for your services. Include research statistics, competitor info, and relevant government initiatives.

3. Business Overview

Summarise the business – objectives, location, ownership, legal status, personnel structure, and operations.

4. Services

The fun part – describe the different services you plan to sell including the packages and pricing structure . This could be in-person PT sessions, online programs , specialist workshops, fitness products, etc.

5. Sales & Marketing Strategy

How you’ll attract clients – explain your brand positioning and outline your personal training marketing plan by listing the activities you’ll do to generate revenue , attract clients , and promote your PT business .

6. Financial Information

Time to open a spreadsheet – potential investors and banks aren’t just interested in your figures. They’ll want to know how you arrived at those figures so show your calculations. Include breakdowns of profit and loss, cash-flow, breakeven figures, and the capital expenditure needed for start-up. Project 12, 36, and 60 months ahead.

7. Implementation Plan

How you’ll make it happen – provide a step-by-step list of actions you’ll take, including milestone dates.

You might also like… 50 Catchy Personal Training Business Name Ideas or How To Promote a Fitness Business .

Fitness Marketing Ebook Tablet

Fitness Marketing Ideas Mini-Guide

25 fitness marketing ideas for your gym, studio, or online business. Attract new members, get more PT clients & boost your fitness blog.

Personal Trainer Business Plan Examples & Templates

Looking at a personal training business plan sample can be really helpful as it puts these sections into context. Reviewing examples will give you ideas for how to create and present your own plan.

You obviously don’t want to copy another plan since the details will be unique to your business. But the following example plans can be a useful reference for personal trainers…

  • Dragon Fitness Training  produced this interesting personal trainer business plan as an academic exercise.
  • Catalyst Fitness  created this CrossFit business plan with a detailed risk assessment.
  • Launceston City Council created this aquatic center and health club business plan.
  • The Yoga Lunch Box  offers a comprehensive yet easy-to-read fitness business template.

Creating a business plan is 100% worth the time and effort . It helps you validate demand, maximise profitability, and identify any potential pitfalls early.

This plan will be your playbook for the next 3-5 years so don’t rush the process. It’ll help you secure investor funding or a bank loan if you want to go down this route. Considering how you’ll acquire paying clients and manage cash flow now will ensure you’re well-prepared for life as a fitness business owner.

You might also like… How To Grow a Personal Training Business or The Ultimate Yoga Business Planning Guide & Template .

Downloadable Checklist & More Templates

The best way to write a business plan is to work on it in bite-size chunks . Trying to get the whole thing done in one go is the quickest route to overwhelm.

So, we recommend working on one section each day. This will enable you to complete the whole thing within a week, with zero stress or hassle . To make things easy, we created a handy PDF checklist that walks you through the 7 sections.

Gym Business Plan PDF Template

You can download it as part of our Personal Training Business Bundle . It includes marketing plan templates, business name ideas, sales scripts, and loads more resources.

Personal Training Business Plan Examples Templates

Caroline @ Wellness Creative Co

Qualified personal trainer (BSc Sports Science) & nutritionist (MSc Human Nutrition) with 15+ years of fitness & wellness marketing experience working with global brands.

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8 employee training plan templates to set you up for success

training business plan sample

A business is nothing without its employees — and they succeed best with the right training to guide them. Whether joining your organization as new hires, or upskilling to support your teams, employees need robust learning and development strategies to achieve professional growth. An employee training plan template acts as the starting point for your L&D planning, ensuring you have all bases covered before you invest time or money in creating a training program.

This article explains what an employee training template is and how it can optimize your onboarding. You’ll discover how to create a template that fits your team’s exact needs, and browse eight examples of ready-made employee development plan templates for a quick start.

Get the template

The importance of an employee training plan

A comprehensive employee training plan serves as a bedrock for companies to build a thriving, adaptable workforce upon. Here are the key reasons why companies must prioritize and implement employee training plans:

  • Skill development : Employee training plans support workers in acquiring new skills and enhancing existing ones. LinkedIn’s Workplace Learning report highlights that skillsets for jobs have already changed 25% since 2015, but this number is expected to double by 2027. A customized training plan ensures employees remain competent and relevant in their roles.
  • Talent retention : Offering opportunities for growth and development is a powerful tool for retaining top talent, reducing turnover, and associated recruitment costs. LinkedIn also highlights that 93% of organizations are concerned about retention, and believe that “providing learning opportunities” is the top way to hang on to talented workers.
  • Agility : In an era of technological advancements and industry disruptions, ongoing training ensures that employees can adapt to new tools, processes, and market dynamics effectively.
  • Competitive advantage : Companies with a highly skilled and adaptable workforce have a competitive edge. Those that commit to training their employees are better prepared to seize emerging business opportunities and overcome challenges related to industry disruption, the economy, or other unexpected events.
  • Compliance and safety : In industries in financial services, or manufacturing which have stringent regulations, training plans maintain compliance and ensure the safety of both employees and customers

Why use an employee training plan template?

Here are four key reasons to use a template to devise your training strategies. An employee training plan template:

  • Creates a solid starting point for your training plans. Templates ensure all bases are covered across every employee training program. If there’s a specific subject you need to cover, or resources for different teams, you can include them in your template when you customize it.
  • Boosts training plan creation. Using a template speeds up the creation of employee training programs. Reducing the time spent planning out employee development can save you money and train employees faster.
  • Provides a stable employee experience. Employee training plan templates create consistency across all your training plans and programs. Because they originate from the same template, all educators can follow the same workflow to develop their plans. This type of consistency can make it easier to scale. You can onboard more educators who’ll follow the same process to develop more training plans.
  • Develops an established workflow.  Training plan templates can simplify the new hire training process. It’s much easier to develop an employee onboarding process and properly ramp up new staff when you have an existing workflow in place.

employee onboarding board on monday.com

The bottom line : templates help you create and roll out great training content at speed. Not only will the training be more consistent, but you’ll be able to use your time more efficiently.

What are some examples of employee training plan templates?

Let’s explore eight popular use cases for employee training templates.

1. New employee onboarding

It’s important to train new employees on company policies , standard operating procedures, and more. HR departments can create a sample training template to ensure every new team member goes through the right onboarding process.

You can even decide whether to make this type of training plan employee-facing or not. If it’s kept private, your HR team can use the template to take notes about new hires. If it’s employee-facing, you can add links to resources new hires will need.

Example onboarding checklist

( Image Source )

2. Safety training

Safety training ensures employees follow all safety protocols. Because improper safety training can have dire consequences, it’s important to cover all the necessary topics.

For example, you can customize your employee training plan template to create a protocol for the safe handling of chemicals. But you can also use it to train employees on fire drills, harassment regulations, and so much more.

Example employee safety training template

3. Executive training

If you want to develop your workforce and nurture potential talent, it’s important to help them develop the skills they’ll need for an executive role. These types of roles require a very different set of skills than other roles.

Popular types of training for executives include:

  • Public speaking
  • Performance management
  • Conflict management
  • Client relationship management
  • Risk management

An executive training plan template could include training in any of the above areas, depending on the executive’s role. For example, if someone leads a lot of meetings, they might benefit from public speaking training.

Leadership training sample agenda

4. Diversity training

Diversity and inclusion training is important for cultivating a more inclusive workforce. Not everyone understands the challenges that minority employees face in the workplace, which means some of your staff may require education to make everyone feel comfortable and empowered.

Because there’s so much to keep in mind for diversity training, a training plan template can help you keep track of it all. You can deploy this type of training template for all staff or for hiring managers only.

Example Diversity training plan

5. Training needs assessment

A training needs assessment template enables you to plan adequate development for every employee on an individual basis. It’s particularly helpful for revealing competency gaps or creating learning paths. Your template allows you to determine which skills and knowledge need improvement, what resources should be provided, and the employee’s preferred learning method.

A screenshot of a training needs assessment template.

( Image source )

6. Individual employee training

Customized training plans ensure no employee ever feels like a number. An individual training template is a critical part of the performance management process, and zones in on a specific development area to improve.

This template also offers space for:

  • Development actions
  • Who to involve in the training
  • Milestone dates
  • Results and outcomes

Individual development plan for employee training

7. Employee training schedule

Employee training should never be an afterthought or something you don’t have time for. The training schedule template ensures you carve out space in your calendar for L&D activities. Display your schedule on a weekly or monthly basis, or by giving an overview of your entire training course schedule.

An employee training schedule template.

8. Skills gap analysis

A skills gap analysis measures the difference between the skills your employees currently possess, and those they need to advance in their careers and support the business in meeting organizational goals. A template simplifies this complex task by providing a way to score specific skills, which might include:

  • Interpersonal skills such as communication
  • Leadership skills
  • Technical skills such as coding
  • Customer service skills

L&D pros can use this data to customize training programs accordingly.

An example of a simple excel-style template to use for auditing skills gaps.

But there’s one template we haven’t touched on yet that takes all the information from the previous templates and increases their functionality and customization so you can build whatever you need.

Kickstart L&D with monday.com’s employee training template

Want to simplify the creation of your employee training plans? Here are the key features of monday.com’s employee training plan template:

  • Customizable formats : Our template uses drag-and-drop functionality for customizing a range of training programs. You can also add or remove columns according to what you need to use the template out of the box.

example of monday.com's Training Plan Template with Main Table View

  • Master template creation : Use the employee template as a base for your educators to develop more specific training templates. As it’s part of the monday.com Work OS , you’ll have one centralized platform so your entire organization can work without limits and get all your work done more easily.
  • Collaboration : It’s simple to share items like your training plan template across your team and have them collaborate directly in the document so things evolve in real-time.

example of monday.com's Training Plan Template with Gantt Chart View

  • Training insights : The monday.com dashboards make it easy to track metrics, such as the number of employees who’ve accessed training or how much your programs are costing the business.

To get even more out of monday.com’s template, check out some of our expert hacks below.

Employee development plan template tips & tricks

Here are three quick tips to help you improve your employee training plans using templates.

1. Specify your medium

Different training content often calls for different types of media. Some information is best shown via video, while other content shines in audio or text. In some cases, nothing beats a live presentation.

According to research by CIPD, only one in five organizations forgoes technology for their learning activities. This research also shows that switching from traditional to digital learning improves how team members support and trust each other.

Your training plan template should specify which medium to use for each portion of the training. When choosing a medium, ask yourself if there’s a way to implement technology to improve the learning experience for your team.

2. Get feedback about your template

Your template isn’t complete once you create the first version. It’s important to get feedback on your template so that you can keep iterating and improving it. This is especially true if more than one person trains team members.

For instance, does your template make it easier to teach new skills? Or does it overcomplicate the process? You’ll only know if you ask. Consider creating a form to collect feedback from users.

3. Connect your content to your training template when you’re done

Do you host your training content online? If so, consider adding links to your content directly in your training plan template when your content is live. You can deploy your training plan template as a to-do list for employees when all your content is ready. All they need to do is follow the link, use the content as specified, and change the status to “Done” — as long as you add a status column to your training plan template.

How do I write an employee training plan?

Start by following your template section by section to outline your training plan. Break down everything your employees need to learn in bite-sized pieces. Additionally, remember to define what success looks like in your training plan. Is there a test that employees have to complete after they go through the training? Should they be able to perform a specific task and get a specific outcome? Success can look wildly different depending on what the training entails.

What’s included in a training plan?

When you draft a training plan, make sure to include:

-Training objectives - Curriculum the training needs to cover - Who the training is for - The business needs the training addresses

If your training will go live, you may also want to include a schedule template to guide future trainers on the length of each section of the training.

What are the 6 steps in developing a training program?

Here are the six steps you should follow to develop and improve a live training program for your employees:

1. Define who you need to train and for what — this should happen even before you develop a plan. 2. Prep the training ahead of time — set aside any materials and notes you’ll need for your presentation. 3. Practice the execution so that you can deliver the content smoothly in front of your employees. 4. Execute the first delivery of your employee training. 5. Test your trainees to make sure they understand the material once the training is over. If understanding is lacking, note what topics they struggled with so you can improve the training. 6. Track employee performance after the training. If performance doesn’t improve as you expect, make a note of those areas so you can change up your training to target them.

training business plan sample

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Personal Training Business Plan: Example & Template

Written by Megan Williams

What is a personal training business plan?

A personal training business plan is useful for any personal trainers wanting to go solo and set up their own personal training business. Putting together a personal training business plan will ensure you cover all the key events and information you need to successfully launch your personal training business. 

In this handy article, we have outlined detail of the different elements within a personal training business plan along with a downloadable template that you can start building on straight away. Our aim is to provide you with all the elements you need to be successful in kick-starting your personal training business and service.

Why do you need a personal training business plan?

Having a personal training business plan will make the process of starting any personal training business smoother. This may include opening your own personal training studio , becoming a self-employed personal trainer or freelancing for a gym. It can become very easy to quickly start working with clients and avoid planning out the bigger picture.  

Banks or Investors

If you need additional funding to get started with your personal training business , being prepared to showcase your full personal training business plan to potential investors or banks will put you in a better position. In both cases, you are looking to persuade these people to invest in your fitness business, if they can’t see a clear plan mapped out on why you are worth the investment you may be unsuccessful in achieving the investor or funding. This provides potential investors with the step by step process on how you are planning to get your personal trainer services running.

Approaching this situation with a fully mapped out personal trainer business plan shows that you have thought through all possible elements of the business strategically with evidence on how you have got to this stage to be successful in the fitness industry.

Self Motivation

If you are looking to become self-employed and go out in the fitness world as an independent personal training business has a well thought out plan in place that will keep you on track with your own personal business goals. Spending some valuable time putting together a personal training business plan will be beneficial in the long run to keeping yourself on track, this can be a document you constantly refer back to. A personal training business plan will be what continues to drive you to achieve your ultimate business goals.

Personal training Course Instructor tutor explaining to students

Summary & Pitching

The first section will be a summary of your overall business plan which will include business goals/aims, what the business does and any financial projections. The best way to approach this section is to complete it last once you have completed all the research for you to summarise. The purpose of this summary is to outline your business at a quick glance for somebody to understand your main goal and outcome.

Pitching your personal training business plan

A personal training business plan pitch will include a brief summary of what you do and what you are aiming to achieve. In your pitch, you should include your aims and objectives as a business, an overview of financial forecasts, business plan ideas and identify your USP.

The pitch should only be a few sentences long and ensure it is all relevant material avoiding any repetition or filler. The idea of the pitch is to attract your listener, an indicator of a successful pitch is your listen asking questions or wanting to know more about your pt business plan.

Personal background

This section is to outline your own personal background this section will help you outline your strengths and potential weaknesses for listeners to understand. 

Use your experience and expertise to boost credentials

Your qualification and experience will have high value in this section with the opportunity to showcase how you have educated yourself and the route you have followed. If you have undertaken additional studies including continuous professional development courses, this is a good place to showcase this.

This is also a good opportunity to identify any training you may need to still undertake to work on yourself, this demonstrates that you have a focus on personal growth and are planned for this. This is a beneficial section to understand for personal growth, working on identifying your own strengths and weaknesses will highlight any sections of the business you may need additional support or training in prior to starting.

Nutrition coach completing online learning on Ipad

Product or service

Personal training is positioned as a service business as you do not sell a physical product, you offer time and experience to your client’s fitness journey. In this section, you will highlight your core service, will you just be offering personal training sessions or is there an option to build out nutrition meal plans? Use this opportunity to explain your service in detail including what you offer the client, how you plan to deliver the service and any resources needed for this.

Outline your USP

In this section, it is also important that you highlight what makes you different and how your knowledge, experience and background has created a USP for your personal training service.

In order to be successful in launching your personal training business, you would need to have an in-depth understanding of the market you are entering. This includes carrying out market research within the potential clients operate in. After this point you will be able to build out a marketing strategy based on your understanding of the client market, this will ensure you are marketing your business in the most effective way.

Target Market research

Gathering marketing research is the process that helps determine the success of your new service which is conducted in line with your potential clients. Market research is carried out by companies to discover their target market in more detail by gathering opinions and feedback on particular interests.

To carry out successful market research you should gather information which providers you insights on the following:

  • Current behavioural habits of your clients?
  • How big is the personal training market?
  • How much competition is there?
  • What are the buying habits of your potential clients?
  • Current market trends for pt businesses?

training business plan sample

Create a marketing strategy

Once you have completed your market research you will be in a good position to map out your marketing plan strategically. Your marketing plan is a huge contributing factor to running a successful business, without this potential clients will not come across your business which impacts revenue and profit. 

When creating a marketing strategy you may find the cost can be daunting, however, you should consider marketing as a personal business investment for which you calculate the return on investment as this is essential to your business success. Whilst you are going to have to invest money into marketing, there are also options that aren’t as costly to include within your strategy such as word of mouth, attending networking events and running social media accounts. Marketing has a direct impact on your business which is why it is essential to ensure you cover everything you can to benefit from the market share. For this reason, we have covered everything you need to know to build out a marketing plan with our beginner’s guide to personal trainer marketing and advertising.

Competitor analysis

Competitor analysis is a good exercise to complete to ensure you are entering the market in a strong position. To complete a detailed competitor analysis you should carry out thorough research into who your competitors are, their service, their location, their pricing and their strengths and weaknesses. 

Once you have completed this, you should complete a swot analysis on your own personal training business compared to competitors within the market. Doing this will help you identify any pain points you may have as well as a USP which will prove to be a strength within the fitness training business.

Operations & logistics

Operation and logistics are a fundamental part of the business particularly for those setting up their own personal training studio or personal trainer freelancing . This includes evaluating elements of the business operations such as training space and location, suppliers of gym equipment, how to sustain your equipment and any additional products you may need to operate successfully as a business.

Understanding inventory & logistics

This section applies to individuals who are looking to set up their own personal training studio , you should use this area to cover details on where you will be delivering your personal training service, what locations, the facilities you will be using and how you regular sustain any equipment or software.

If you are planning on becoming a freelance personal trainer who is working within different gyms, this section may not be applicable to you as it focuses on how your service will be sourced and delivered.

Pricing strategy

A pricing strategy will help you work out what profit margins you are working towards and understand at what point you will break even and start making money once you have factored in the costs and investment.

When figuring out your price point you need to consider the business needs and client needs, if you are just starting out as a personal training business performing at a higher-end price point is likely to penalise the business success. You need to choose a price which is going to accommodate the business operations as well as appeal to potential clients.

Cost & expenditure planning

As the final part of your personal training plan, you will need to calculate the cost and expenditure involved in how you are planning to operate. This will include calculating gym rent, advertising and marketing, legal costs, personal training equipment, personal training studio rent or gym rent.

Pt business plan: Template

To make the process easier we have put together a personal training business plan template for you to download and use. This template provides the all-important sections needed to create a detailed pt business plan to help you set up your fitness business for success.

Personal training business plan template

Personal Training Business Template – Download Now

Personal trainer business plan conclusion

Writing a pt business plan may seem like a long and daunting task when first faced with it, however completing this is a valuable exercise for your success as a personal training business. As business owners, it is important that this plan is revisited and revised when applicable to ensure your business path and goals are continuously on track and up to date. 

Cash flow may seem slow when getting started but with a plan as detailed as this in place, you will be prepared which will motivate and push you into improving your revenue streams. It is important to remember you are a new business and you are likely to face challenges but just take them head-on and create a learning hurdle from them knowing you have a strong business plan in place. Spend hours completing a personal training business plan to make a worthwhile investment in your personal time and energy later on down the line.

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ProfitableVenture

Vocational School and Training Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Education Sector » Schooling

Are you about starting a vocational training center? If YES, here is a complete sample vocational school business plan template & feasibility report you can use for FREE .

Okay, so we have considered all the requirements for starting a vocational school. We also took it further by analyzing and drafting a sample vocational training business marketing plan template backed up by actionable guerrilla marketing ideas for vocational schools. So let’s proceed to the business planning section.

There are countless number of people out there who are trying to acquire skills that will enable them put food on their table, pay their bills and ultimately become their own boss, and a vocational school & training center is just an ideal place they can get the journey started.

You can be rest assured that your services will always be in demand not only by young or old people who could not make it to the university or college, but also by graduates who would want to start a skill based business of their own. The truth is that if your vocational school & training center has loads of courses (trades) and is government approved, then you may not have to struggle to persuade students to enroll in your school.

Just like most businesses, the trade and technical school industry is open for as many people that are interested in the industry as long as you have what it takes to run an accredited vocational school & training center.

Even if you don’t have the finance and other requirements, you can come into the industry by starting out as a small music school or driving school in your neighborhood. If you have decided to start a vocational school & training center, then you should must make sure that you carry out thorough feasibility studies and also market survey.

Lastly, you would need a good business plant to be able to launch a successful business, and below is a workable vocational school & training center business plan template that will help your draft yours.

A Sample Vocational School & Training Center Business Plan Template

1. industry overview.

Vocational school and training center falls under the Trade and Technical Schools industry, and it comprises of schools that offer vocational and technical training in a wide range of technical subjects and trades. The trainings offered by trade and technical schools often lead to job-specific certification.

Instruction may be provided in diverse settings, such as the company’s training facilities, the workplace, the home or through distance-learning methods. Key areas in this industry include music schools and musical instrument training, cosmetology and barber schools, flight training, apprenticeship training and other technical training.

If you are a keen follower of the Trade and Technical Schools industry in the united states, you will agree that the industry has experienced fluctuations over the last five years due to the recession and stagnant growth in federal funding for such schools.

High unemployment has caused individuals to seek out further education, while employers are increasing their training requirements to remain competitive. Going forward, decreasing unemployment rates combined with the increasing tuition of four-year colleges will both boast enrollment in vocational training, and hamper industry growth.

Statistics has it that in the United States of America alone, there are about 8,876 registered and licensed (accredited) trade and technical schools scattered all across the country responsible for employing about 127,260 people and the industry rakes in a whooping sum of $13 billion annually.

The industry grew at -6.3 percent annual growth within 2012 and 2017. It is important to state that there are no establishment in this industry that has a lion market share.

A recent report released by IBISWorld shows that the Trade and Technical Schools industry operates in a countercyclical manner. The report shows that the industry revenue grew significantly as a result slow economic growth earlier over the five years to 2016, but has suffered subsequently.

Sluggish economic activity helped the industry to grow as the unemployed sought professional training to improve their job prospects.

As national unemployment has decreased however, so has industry revenue. The report further stated that in recent years, the restructuring of the US economy has accelerated. Service industry professions are in higher demand than ever, while growth in manufacturing continues to fail to impress. As a result, individuals displaced by major economic change are still retooling their skillset.

Due to the fact that it is stressful to get government accreditation for a standard vocational school & training center in the United States, it will be safe to say the industry is under saturated. It is important to state that entrepreneurs who are into training people on various trade/skills such as how to drive, how to play musical instrument, how to cook and how to dance et al can easily be found without stress.

Some of the factors that encourage entrepreneurs to start their own vocational school & training center despite the fact that the business is challenging could be that the business is highly profitable, they can easily get funding and support from government and charity organizations and the business can be started in any part of the world.

Starting a vocational school requires professionalism and good grasp of the trade you want to teach people. Besides, you would need to get the required certifications and license (accreditations) and also meet the standard for such business before you can be allowed to start.

One good thing about the Trade and Technical Schools industry is that there is readily available market for their services. So, if you are well positioned and you know how to impart skills to students, you will always smile to the bank.

2. Executive Summary

Richmond Jones® Vocational Training Center, LLC is a registered and accredited trade and technical school that will be located in Orange County – California. We are registered under the United States’ Government. We are well equipped to train people on various technical and vocational skills.

We are set to offer vocational and technical trade trainings such as automobiles, electrical works, music schools and musical instrument training, cosmetology and barber schools, flight training, apprenticeship training and other technical training.

At Richmond Jones® Vocational Training Center, LLC we are passionate in the pursuit of excellence and financial success with uncompromising services and integrity which is why we have decided to start our own vocational school & training center in Orange County – California.

We are quite optimistic that our values and quality of service offering will help us drive our center to enviable heights and also help us attract the number of students that will make the business highly profitable.

We are in the Trade and Technical Schools industry to favorably compete with other leading brands in the industry. Our corporate business goal is to be among the top 5 vocational school & training centers in the United States of America.

As a company, we are willing to go the extra mile to invest in some of the finest professionals we can find and also, we have put process and structures in place that will ensure that we are always at the top of our game when it comes to impacting knowledge. We have been able to secure permits from all relevant departments in the State of California.

We are quite aware that in order to become the number one choice in our city, we must continue to deliver quality and safe trainings and that is exactly what we will do.

Richmond Jones® Vocational Training Center, LLC is owned and managed by Richmond Jones and other members of his faculty. Richmond Jones has over 15 years’ hands on experience in the Trade and Technical Schools industry in the United States and he is a Certified Technical Skill Trainer and has certification in a Niche Area (Trade and Technical Vocation).

3. Our Products and Services

Richmond Jones® Vocational Training Center, LLC is an accredited vocational school & training center that offers a wide range of services that revolves around the Trade and Technical Schools industry. These are the services we will offer as a vocational school & training center;

  • Automobile technology
  • Beauty and cosmetology training
  • Apprenticeship training programs
  • Commercial or graphic art training
  • Bartending training
  • Electronic equipment repair training schools
  • Firefighter training
  • Medical technician training

4. Our Mission and Vision Statement

  • Our Vision is to become the number one government approved vocational school & training center in the whole of Orange County – California, United States of America.
  • Our mission as a government approved vocational school & training center is to develop a highly successful, and profitable vocational school & training center which provides quality training in our community and to become a standard for an ideal vocational school & training center.

Our Business Structure

Richmond Jones® Vocational Training Center, LLC is aware that the success of any business lies in the foundation on which the business is built on, which is why we have decided to build our vocational school & training center on the right foundation.

We want to build a business of dedicated workforce who will go all the way to ensure that our students are satisfied and they get value for their money when they enroll in our training center. We aware that it takes a business with the right employees and structure to achieve all what we have set to achieve, which is why will be putting structures and standard operating processes in place that will help us deliver excellent trainings and run the business on auto pilot.

Richmond Jones® Vocational Training Center, LLC will employ professionals and skilled people to occupy the following position;

  • Head of The School/School Coordinator

School Administrator

Instructors

Marketing and Sales Executive

Client Service Executive

5. Job Roles and Responsibilities

Head of the School / School Coordinator:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Reports to the board
  • Responsible for overseeing the smooth running of HR and administrative tasks for the school
  • Regularly hold meetings with key stakeholders (students and member of the school board) to review the effectiveness of the schools’ Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversees the smooth running of the daily activities of the school.
  • Responsible teaching students based on the vocation they enrolled for.
  • Accesses the progress of students under their care
  • Ensures that students abide by the rules and regulations of the regulating bodies in the United States of America
  • Contributes his/her quota towards growing the school
  • Receives complaints from students and channel it to the appropriate quarters
  • Handles any other duty as assigned by the school coordinator.
  • Identifies, prioritizes, and reach out to new students, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents the company in strategic meetings
  • Helps to increase sales and growth for the school.
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Provides managements with financial analyses, development budgets, and accounting reports
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the organization
  • Serves as internal auditor for the organization.
  • Welcomes students and visitors by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with students on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Consistently stays abreast of any new information on the schools’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to students when they make enquiries
  • Distributes mails in the organization
  • Handles any other duties as assigned by the school authority

6. SWOT Analysis

In the United States, vocational school & training center is one of the many businesses that can easily generate business deals with little stress as long as they are well positioned. We are building a standard vocational school & training center with various training areas which is why we have decided to subject our business idea to SWOT Analysis.

Ordinarily we can successfully run a normal vocational school & training center without the stress of going through the required protocol of setting up a new business, but because of the nature of the vocational school & training center we want to establish, we don’t have any option other than to follow due process.

We hired the services of a HR and Business consultant with bias in startups to help us conduct SWOT analysis for our company and she did a pretty job for us. Here is a of the result we got from the SWOT analysis that was conducted on behalf of Richmond Jones® Vocational Training Center, LLC;

Richmond Jones® Vocational Training Center, LLC is centrally located in an area with the right climatic conditions and demographic composition for the kind of business we want to run. Another strength that counts for us is the power of our team; our workforce and management. We have a team that are considered experts in the vocational school line of business, a team of hardworking and dedicated individuals.

Richmond Jones® Vocational Training Center, LLC is a new business and we may not have the financial muscle to acquire the latest equipment needed to train students, to attract and retain the best hands in the industry and also to sustain the kind of publicity we want to give our business.

  • Opportunities:

We are centrally located in one of the busiest areas in Orange County – California and we are open to all the available opportunities that the city has to offer. Our business concept and staff strength also positioned us to accommodate over 100 students per time.

The truth is that there are no standard vocational school & training centers within our area; the closest to our proposed location is about 10 miles away. In a nutshell, we do not have any direct competition within our target market area.

Some of the threats that are likely going to confront Richmond Jones® Vocational Training Center, LLC are unfavorable government policies , seasonal fluctuations, demographic/social factors, downturn in the economy which is likely going to affect consumers spending and of course emergence of new competitors within the same location where our vocational school & training center is located.

7. MARKET ANALYSIS

  • Market Trends

The truth is that any vocational school & training center that has good records and loads of positive testimonials from students who have passed through the school will always thrive.

Another common trend in the industry is that in the bid to survive global economic meltdown and to ensure steady flow of income to effectively run the business, most players in the industry engage in other related services. Some of them even go as far as establishing agency services to provide professional and certified pilots for clients and some also offer specialized training for executive students.

It is a known pattern that as unemployment declines, demand for courses provided by this industry will drop, as further education and training become less essential to finding employment. The national unemployment rate is expected to decrease significantly over 2017, posing a serious potential threat to the industry.

As a matter of fact, about half of total government postsecondary education comes from state governments while federal contributions comprise mostly of grants bestowed on universities to be used for specific research. A rise in government funding for universities will cause enrollment in technical and trade schools to grow, as government funding typically increases affordability for students who need education loans. Government funding for universities is expected to increase over 2017, representing a potential opportunity for the industry.

8. Our Target Market

Prior to choosing a location for our vocational school & training center, we conducted thorough feasibility studies and market survey and we were able to identify those who will benefit greatly from our service offerings.

Essentially, the demographic and psychographic composition of those who require our services cut across individuals, school leavers, corporate organizations, aspiring entrepreneurs and religious organizations who need to acquire trade and technical skill sets.

  • Our competitive advantage

In spite of the fact that vocational schools scale through hurdles before they are established does not mean that there are no real competitions in the industry. The truth is that no matter the line of business that you are involved in, as long as it is called business, you will definitely face one form of competition or the other and vocational school & training center is not an exemption.

So, if you are looking towards setting up this type of business, it is advisable to do your due diligence before launching the business if indeed you want to succeed.

Our competitive edge is that we have the ability to quickly adopt new technology, we have access to highly skilled workforce and our location is in fact one of our major strengths because we are located with the right demography for the kind of business we run.

Another strength that counts for us is the power of our team and management. We have a team that are considered experts in the vocational school & training center line of business, a team of hardworking and dedicated individuals.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

Richmond Jones® Vocational Training Center, LLC is established with the aim of maximizing profits in the Trade and Technical Schools industry and we are going to ensure that we do all it takes to attract both individual clients and corporate clients on a regular basis.

Richmond Jones® Vocational Training Center, LLC will generate income by offering the following services;

10. Sales Forecast

We are well positioned to take on the available market in and around Orange County – California and we are quite optimistic that we will meet our set target of generating enough income/profits from the first six months of operation and grow our vocational school & training center and our student base.

We have been able to examine the vocational school & training center, market we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. Below are the sales projections for Richmond Jones® Vocational Training Center, LLC, it is based on the location of our business and of course the wide range of related services that we will be offering;

  • First Fiscal Year: $375, 000
  • Second Fiscal Year: $650, 000
  • Third Fiscal Year: $1 million

N.B : This projection was done based on what is obtainable in the vocational school & training center line of business and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same related services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

The marketing strategy adopted by Richmond Jones® Vocational Training Center, LLC is going to be driven basically by excellent customer service and quality training delivery. We will ensure that we build a loyal customer base.

We want to drive sales via the output of our jobs and via referral from our satisfied students. We are quite aware of how satisfied students drive business growth especially businesses like vocational school & training centers and related services.

Richmond Jones® Vocational Training Center, LLC is strategically located and we are going to maximize the opportunities that is available which is why we spent more to locate the business where it will be visible and accessible to our target market.

Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets.

Our goal is to grow Richmond Jones® Vocational Training Center, LLC to become the leading vocational school & training center in Orange County – California which is why we have mapped out strategies that will help us take advantage of the available market and grow to become a major force to reckon with in our line of business.

Richmond Jones® Vocational Training Center, LLC is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our vocational school & training center by sending introductory letters alongside our brochure to schools and other key stake holders in and around Orange County – California
  • Print out fliers and business cards and strategically drop them in offices, libraries, public facilities and train stations et al.
  • Use friends and family to spread word about our business
  • Post information about our vocational school & training center and the services we offer on bulletin boards in places like schools, libraries, and local coffee shops et al
  • Place a small or classified advertisement in the newspaper, or local publication about our vocational school & training center and the services we offer
  • Leverage on referral networks
  • Advertise our vocational school & training center in relevant entertainment magazines, newspapers, TV and radio stations.
  • Attend relevant expos, seminars, and business fairs et al to market our services
  • Engage in direct marketing approach
  • Encourage the use of Word of mouth marketing from loyal and satisfied students
  • Join local chambers of commerce and industry and other relevant groups to market our services.

11. Publicity and Advertising Strategy

Richmond Jones® Vocational Training Center, LLC is set to create a standard for the vocational school & training center business not only in Orange County – California, but throughout the United States of America which is why we will go all the way to adopt and apply best practices to promote our business.

Good enough there is no hard and fast rule on how to promote a vocational school & training center business. Here are the platforms we intend leveraging on to promote and advertise Richmond Jones® Vocational Training Center, LLC;

  • Encourage our loyal customers/students to help us use Word of Mouth mode of advertisement (referrals)
  • Advertise our vocational school in relevant aviation magazines, local newspaper, local TV and radio stations
  • Promote our vocational school online via our official website
  • List our vocational school on local directories (yellow pages)
  • Sponsor relevant community programs
  • Leverage on the internet and social media platforms like; Instagram, Facebook, twitter, et al to promote our brand
  • Install our billboards on strategic locations all around Orange County – California
  • Direct coupon mailing approach
  • Distribute our fliers and handbills in target areas
  • Ensure that all our staff members wear our customized clothes, all our mini – aircrafts, and official cars are customized and well branded.

12. Our Pricing Strategy

At Richmond Jones® Vocational Training Center, LLC we will keep our fees below the average market rate by keeping our overhead low and by collecting payment in advance.

We are aware that there are some students that would need special assistance, we will offer flat rate for such services that will be tailored to take care of such students’ needs. The prices of our training services and certifications will be same as what is obtainable in the open market.

  • Payment Options

The payment policy adopted by Richmond Jones® Vocational Training Center, LLC is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation in the United States of America.

Here are the payment options that Richmond Jones® Vocational Training Center, LLC will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via online bank transfer
  • Payment via mobile money platform
  • Payment via Point of Sale Machines (POS Machine)
  • Payment via check
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for registering and services rendered without any stress on their part. Our bank account numbers will be made available on our website and promotional material.

13. Startup Expenditure (Budget)

If you are looking towards starting a vocational school & training center, then you should be ready to raise enough capital to cover some of the basic expenditure that you are going to incur. You will need money to secure a standard facility, acquire different types of training machines and equipment, acquire license and permits, relevant software apps and you will need money to pay your workforce and bills for a while until the revenue you generate from the business becomes enough to pay them.

We have been able to pull cash that will be enough for us to successfully launch a standard and government approved vocational school & training center in Orange County – California. The items listed below are the basics that we would need when starting our vocation school and trade center in the United States, although costs might vary slightly;

  • The total fee for registering the business in the United States of America – $750.
  • Legal expenses for obtaining licenses and permits – $1,500.
  • Marketing promotion expenses (8,000 flyers at $0.04 per copy) for the total amount of – $10,000.
  • The total cost for hiring Business Consultant – $5,000.
  • The amount needed for the purchase of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $30,800.
  • The total cost for the purchase of accounting software, CRM software and Payroll Software – $3,000
  • The total cost for leasing facility for the business – $150,000.
  • The total cost for equipping our lab – $500,000
  • Other start-up expenses including stationery – $1000
  • Phone and utility deposits – $3,500
  • Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $40,000
  • The cost for the purchase of furniture and gadgets (Computers, Printers, Telephone, TVs, Sound System, snooker board, tables and chairs et al) – $4,000.
  • The cost of launching a website – $600
  • The cost for our grand opening party – $15,000
  • Miscellaneous – $5,000

Going by the report from the market research and feasibility studies conducted, we will need about seven hundred and fifty thousand ( 750,000 ) U.S. dollars to successfully set up a medium scale but standard vocational school & training center business in the United States of America.

Generating Funds/Startup for Richmond Jones® Vocational Training Center, LLC

Richmond Jones® Vocational Training Center, LLC is owned and managed by Richmond Jones and other members of the faculty. They are the financiers of the business which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources.

  • Generate part of the startup capital from personal savings and sale of his stocks
  • Generate part of the startup capital from friends and other extended family members
  • Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $350,000 ( Personal savings $300,000 and soft loan from family members $50,000 ) and we are at the final stages of obtaining a loan facility of $400,000 from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers that they have, the capacity and competence of their employees, their investment strategy and the business structure. If all of these factors are missing from a business, then it won’t be too long before the business closes shop.

One of our major goals of starting Richmond Jones® Vocational Training Center, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our vocation and trade training services a little bit cheaper than what is obtainable in the market and we are prepared to survive on lower profit margin for a while.

Richmond Jones® Vocational Training Center, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

  • Business Name Availability Check : Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Securing a standard facility and reconstructing the facility: Completed
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Conducting Feasibility Studies: Completed
  • Generating part of the startup capital from the founders: Completed
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of Logo for the business: Completed
  • Purchase of training tools and equipment and supplies: Completed
  • Printing of Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of furniture, office equipment, software applications, electronic appliances and facility facelift: In progress
  • Creating official website for the business: In Progress
  • Creating Awareness for the business: In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with vendors and key players in various industries: In Progress

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    Types of training plans: Workshops: Workshops involve active participation from the group. Instructor-led: Also known as conference-style training.These training programs can occur in-person or online. 1-on-1: Individual training sessions can help those who need varied levels of support. On-the-job: A lot of training occurs naturally on the job, but you can also plan for team members to learn ...

  11. How to write a business plan for a training center?

    A business plan has 2 parts: a financial forecast highlighting the expected growth, profitability and cash generation of the business; and a written part which provides the context needed to interpret and assess the quality of the forecast. Using business plan software is the modern way of writing and maintaining business plans.

  12. Training Structure: Examples and Downloadable Template

    Think of a training structure as the blueprint for your B2B training business. It's like an architect drawing up plans for a home - it outlines what materials are needed, where to place them, and how it all comes together. ... Develop a blended training plan that incorporates both online and in-person components. ... Sample Format: 08:30 ...

  13. Top 10 Training Plan Templates With Examples and Samples

    However, in order to develop a successful training program for your organization that helps to cultivate the best employees, you must consider the following steps: Step 1- Specify Your Training. Step 2- Get Your Training Ready. Step 3- Put your training to the test. Step 4- Conduct Your Training.

  14. Comprehensive Training Plan Examples (With How-to Steps)

    Here are steps to follow to help you draft an effective training plan: 1. Conduct a training need assessment. If you notice a need for training, the first step is to assess the training needs. These training needs vary across organizations but usually include enhancing poor performance or onboarding recruits.

  15. PDF The Complete Training Program Planning Guide

    on whether your training program is designed for internal or external training . This guide provides helpful insights to create a training plan that will help you increase the efficiency and effectiveness of your training program . We'll provide insights for how to: • Develop a comprehensive training program plan • Identify goals and ...

  16. 550+ Sample Business Plan Examples to Inspire Your Own

    The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea. The structure ditches a linear format in favor of a cell-based template.

  17. Vocational School & Training Center Business Plan [Sample Template for

    Below are the sales projections for Richmond Jones® Vocational Training Center, LLC, it is based on the location of our business and of course the wide range of related services that we will be offering; First Fiscal Year: $375, 000. Second Fiscal Year: $650, 000. Third Fiscal Year: $1 million.

  18. Personal Training Business Plan With Examples & Templates

    Templates & examples. Downloadable PDF checklist. We're a team of qualified personal trainers and fitness coaches with 15+ years of industry experience, so we know first-hand what works (and what doesn't!). We've trained other fitness professionals in sales, marketing, and business growth, so our strategies are tried and tested.

  19. 3 Training Plan Templates to Develop Your Employees

    New employee training plan. You should develop a new employee training plan template for all your new hires. This will generally have two components: orientation and role-specific training. The orientation is the same for every new employee and covers the company's culture, structure and mission.

  20. 8 Employee Training Plan Templates

    8 employee training plan templates to set you up for success. A business is nothing without its employees — and they succeed best with the right training to guide them. Whether joining your organization as new hires, or upskilling to support your teams, employees need robust learning and development strategies to achieve professional growth.

  21. PDF VOCATIONAL TRAINING CENTER BUSINESS PLAN 2019

    0 . vocational training center business plan 2019 - 2023. adopted march 04, 2019 . ayaga dani widows group . p.o box 820 - 40300 +254 701 8805 11/ +254 701 9330 57

  22. Personal Training Business Plan (Examples & Template)

    A personal training business plan pitch will include a brief summary of what you do and what you are aiming to achieve. In your pitch, you should include your aims and objectives as a business, an overview of financial forecasts, business plan ideas and identify your USP. The pitch should only be a few sentences long and ensure it is all ...

  23. Vocational School and Training Business Plan [Sample Template]

    Miscellaneous - $5,000. Going by the report from the market research and feasibility studies conducted, we will need about seven hundred and fifty thousand ( 750,000) U.S. dollars to successfully set up a medium scale but standard vocational school & training center business in the United States of America.