Annual Training Calendar and Plan

Plan a full year of training in one place, with required topics, skill topics, dates, leads and reminders, and an Excel calendar that builds the year view and reminder dates for you.

Who it is for

• Business owners who handle training themselves and want nothing required to slip.

• Managers and supervisors who schedule training for their teams around busy seasons.

• HR, safety and learning professionals coordinating training across a business or several locations.

• Office and operations managers who keep the training records.

The problem it solves

Training that waits for a quiet week rarely happens. Certificates expire, refreshers are missed, sessions land in the busiest month and nobody can say who was trained on what. This guide covers seven steps: list required training, find the skills that matter, size and prioritize each topic, map the year around your business, assign leads, set reminders, and track and review every quarter. The Excel calendar turns your plan into a year view with monthly totals and calculates five reminder dates for every session.

What is inside

Annual Training Calendar and Plan (PDF, 21 pages)

• Copyright and License, contents and how to use it (2 pages)

• Why plan a year of training, and the seven steps (1 page)

• Step 1: List required training, with where to look (1 page)

• Step 2: Find the skills that matter this year (1 page)

• Step 3: Size and prioritize each topic (1 page)

• Step 4: Map the year around your business (1 page)

• Step 5: Assign leads, materials and costs (1 page)

• Step 6: Set reminders, with an invitation example (1 page)

• Step 7: Track completion and review every quarter (1 page)

• Adjusting for six workplace settings and three sizes of business (1 page)

• Common mistakes and your first 30 days (1 page)

• Templates: topic list, year at a glance, session card and reminder schedule, quarterly review (4 pages)

• Filled-in example for a landscaping company: topic list, year at a glance, session card and quarterly review (3 pages)

• Using the Excel calendar (1 page)

Annual Training Calendar (Excel): topic list with drop-down lists, sessions sheet with automatic reminder dates, hours and completion, automatic year view with monthly session and hour totals, and a complete landscaping example.

Planning templates (Word, 8 pages): editable topic list, year grid, session card, reminder schedule, quarterly review and the example topic list.

How to use it

1. Read the seven steps.

2. Fill in your topic list, then enter each session in the Excel calendar.

3. Check the year view for overloaded months and busy periods.

4. Send reminders on the dates shown, record attendance, and review the plan every quarter.

Formats and file types

• PDF (US Letter, print or screen), 21 pages

• Excel workbook (.xlsx) with formulas, drop-down lists and an example

• Word document (.docx), 8 pages, opens in most word processors

• Licensed for use within your organization

• Required training differs by location and industry. Check the rules for your location and company policy; this product is not legal advice.

Frequently asked questions