Training Project Tools & Templates

Project Kickoff & Initiation

A sample agenda you can customize to align expectations, define scope, and launch the training project with clarity.
A ready-to-use list of team ground rules designed to foster respectful collaboration, transparency, and decision-making throughout the project.
Use this tool to identify key stakeholders, clarify their roles, and capture interests that could influence project success or risk.
A formal template to track and evaluate changes requested after design sign-off. Helps protect timeline, budget, and scope.
A simple tool to respectfully capture off-topic questions or ideas during meetings—without losing focus. Keeps teams on track while valuing everyone’s input.
This high-level visual overview shows how all phases of a training project connect. Use it to stay oriented as you move from kickoff to closeout.

Development & Delivery

A structured template to outline course content, timing, delivery methods, and learning objectives—aligned with adult learning principles.
A visual timeline that shows a typical training development schedule. Use it to estimate resources, set milestones, and manage expectations.
A one-page job aid with helpful shortcuts and reminders for creating eLearning content in Adobe Captivate—great for new developers.
(External Resource)
Created by Dr. Will Thalheimer, the LTEM (Learning-Transfer Evaluation Model) offers a practical alternative to outdated evaluation models like Kirkpatrick’s. You can view and download the full LTEM model and guide at: https://www.worklearning.com/ltem/
Use this document to wrap up your project with clarity. It includes a checklist for final deliverables, lessons learned, and stakeholder sign-offs to confirm successful completion.

Design & Planning

Practical Resources for Building Better Training

Welcome! This resource hub is designed to equip instructional designers, project managers, and learning professionals with proven tools and templates for successful training project execution.

These materials are drawn from over 25 years of hands-on experience in instructional design, performance improvement, and project leadership. Each tool was created to solve real-world problems—like managing scope creep, aligning teams, and delivering results without endless revisions.

All downloads are free to use, adapt, and share. Whether you're leading a new initiative or refining an existing program, these tools can help you stay focused, collaborative, and on mission.

Training Project Tools & Templates

Kickoff Meeting Agenda

Ground Rules Template

Stakeholder Interests Worksheet

Change Request Document

Parking Lot Template

Training Project Mind Map

Lesson Plan Framework

Training Project Timeline Sample

Captivate Tips for Beginners

LTEM Evaluation Tiers

Project Closeout Summary

RACI Chart Template

Communication Plan Matrix

Risk Register Sample

Impact-Effort Matrix

Instructional Design Checklist