Training Plans Templates

You may wish to modify these documents to create your own customized versions with information that is specific to
your state or local area.

OJT Progress Report and Invoice Template

This template was designed for employers to complete as a part of the invoicing and evaluation process. The
template asks employers to complete progress report evaluations on the trainee as well as invoice reimbursable OJT
Trainee hours worked. The template helps to address the need that FPOs and state and local workforce providers
have in asking the employer to complete regular evaluations on the OJT Trainee. This form has the employer
complete these regular progress report evaluations as a part of the invoicing process. Our thanks to Roseana Smith,
FPO from Dallas, Texas, for coming up with the idea to create this template.Download Now10/26/10 02:32PM

Training Plan Template

Use this template to outline and document plans for each trainee. Information required for the template include the
job description, skills gap, training goals and outline, starting and ending wages, obligation for reimbursement to the
employer, and training length.Download Now06/14/10 07:10PM

OJT Pre-Award Checklist Training Plan Development and Implementation

When working with the employer to develop the best possible training plan, OJT staff may find it useful to use this
short checklist to aid them in their discussions with employers.Download Now06/14/10 07:05PM

Training Plan Modification Template

Use this template if the training plan needs to be modified because additional skills or training that have been
identified after the initial training plan has started.Download Now06/14/10 07:00PM

OJT Training Plan Development and Implementation: Challenges and Solutions

Recognizing that certain aspects of conducting training on-the-job may pose challenges or drawbacks, we have
developed this OJT Training Plan Development and Implementation: Challenges and Solutions document. It includes
a list of some of these potential challenges, along with suggested solutions to increase OJT success.Download
Now06/14/10 06:55PM

State and Local OJT Provider Samples

Here are a few sample documents showing how other states and local areas address training plans. Please note that
these samples are not customizable; however, they may be useful references as you create documents to meet your
particular areas needs.

New York State Workforce Development System Technical Advisory: Individual

Employment Plans/Training Plans for WIA Participants in Training Sample
This technical advisory from New York State Workforce Development System provides a guide for a local area to
develop a training plan. A sample training plan is also included with the advisory.Download Now06/14/10 08:30PM

Broome-Tioga Employment Center Training Outline Sample

This Broome-Tioga Employment Center sample contract includes many of the contract documents. The Training
Outline (page 3) categorizes each of the key elements necessary for an OJT.Download Now06/10/10 08:20PM

Portland Metro Worksource OJT Training Plan Sample

This brief sample training plan from Portland Metro Worksource provides the key elements to develop a training
plan.Download Now06/10/10 08:10PM

Portland Metro Worksource Exception Request Sample

This is a sample training plan exception request from Portland Metro Worksource. If any part of the OJT is unable to
meet the standards for your local area, you may need to provide an exception request at the start of this OJT
process.Download Now06/10/10 08:00PM
The tools, templates, and information provided in the OJT Toolkit serve as a general guide for states and local areas.
Although every effort is made to ensure that the material within this web site is accurate and timely, we make no
warranties or representations as to the accuracy or completeness of the contents, whether the contents are current,
or free from changes caused by third parties. All information is provided as is without warranty of any kind. No
information provided in this site may be considered legal advice and it is the responsibility of each user of the OJT
Toolkit materials to ensure that the materials meet all federal, state and local requirements. Use of the materials does
not imply compliance with ETA requirements.