Training Needs Analysis and Training Request Form

Identify team and individual training needs, plan mandatory training, and approve, record and evaluate training requests fairly.

Editable Word document
9
10pages
Guidance notes included
aml consultancy solutions

People & HR

Training Needs Analysis and Training Request Form

About this document

What it’s for

A training toolkit in five parts: a team skills matrix and mandatory training checklist, an individual training needs analysis, a training request form, a manager approval record and a post-training evaluation.

When to use it

  • Each year when planning the training budget
  • When an employee asks for a course or qualification
  • When roles, systems or legal requirements change

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part A – Team training needs analysis
  • A1 Skills matrix
  • A2 Mandatory and compliance training checklist
  • A3 Team training plan
  • Part E – Post-training evaluation

How to complete it

  • Managers complete Part A for the team each year
  • Use Part B with individuals at their PDR
  • Employees use Part C to request training; the approver completes Part D
  • Complete Part E within three months of the training

Key points to check

  • Mandatory training is paid working time
  • Check whether a Training Agreement is needed for costly training
  • Offer training fairly – monitor who receives it

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

People & HR

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Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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