Training Plan

A training plan is the year written down: these courses, this many people, this much money. It is the document the training manager takes to management for approval, and the thing every session is later measured against.

Where

Training Management › Training Plan

Who uses it

The training manager, once a year or once a half

When

After the needs are collected, before sessions are scheduled

Needs first

Training Need and Training Course

What it is for

The plan sits between the demand and the delivery. Needs tell you what people are asking for. The plan is what the company has agreed to do about it, with a cost against each line.

The plan is deliberately a plain document. It does not pull the needs in for you and it does not create sessions. You read the open needs, decide what the company will actually run, and type it here with the numbers you will be held to. That is why the status matters: a plan in draft is still an argument, a plan approved is a commitment.

What it takes from the screen before it

The demand on Training Need. You read it and decide. Nothing is copied across automatically, so the plan is the training manager's judgement, not a total.

What the next screen takes from it

Training Schedule takes nothing from the plan automatically either. The plan is the authority to run the session and the budget to run it within. When you schedule the forklift course for twelve men at a cost of 8,000 rupees each, it is the plan line that says twelve men and 96,000 rupees were agreed.

Every field, in plain words

Header

Field	What it means	What to put in it	Notes
Training Plan	The document number.	Fills itself. Leave it.	Required, and must be unique.
Training Plan Date	The date the plan was drawn up.	20 January 2026
Training Status	Where the plan stands.	DFT Draft while you are still working on it	See the list below.
Training Type	A grouping of your own for the plan as a whole.	Leave it empty unless the client has agreed what to write here	The screen stores whatever you type and no list is offered. Nothing in the module reads it, so agree the convention with the client first.
Training Vendor	The provider for the plan as a whole, where there is only one.	Pakistan Society for Training and Development	Leave it empty on a mixed plan and name the vendor on each line instead.
Requested By	Who is putting the plan forward.	Fills itself with you. Change it if somebody else owns the plan.
Notes	Anything management should read with the plan.	Covers the compliance courses due before the March audit.

Training Status values:

• DFT Draft. Still being worked on. Change the numbers freely.
• APR Approved. Management has agreed it. Treat the numbers as the budget from here on.
• CLD Closed. The period is over, or the plan has been superseded.

Plan lines

One line per course you intend to run.

Field	What it means	What to put in it	Notes
Line	The line number.	Fills itself. Leave it.
Course	Which course you intend to run.	Forklift Operation and Safety	Pick it from the list.
Course Details	A free note about how this course will be run.	Two batches of six, one in February and one in April.	The screen stores whatever you type. Use it for the detail the plan line cannot hold in a number.
Training Type	A grouping of your own for this line.	Leave it empty unless the client has agreed what to write here	No list is offered, and nothing in the module reads it.
Training Vendor	Who will deliver this course.	Leave it empty for an internal course	Pick it from the list for a bought-in course.
No. of Participants	How many people you intend to put through it.	12
Training Cost	The cost you are budgeting.	8000	In rupees. Agree with the client whether this is the cost per person or the cost of the whole course, because the screen does not decide for you.
Training Cost Total	The total cost of this line.	96000	Type it. Nothing multiplies the cost by the participants for you, so the two figures must be made to agree by hand.
Priority	How important the line is.	High	Typed, not picked. Use the same words as the need priorities so the two documents read together.
Line Text	A note on the line.	Compliance, must be before the March audit.

How to configure it

1. Open Training Need and list the open needs. That is the demand you are planning against.
2. Open Training Plan. Date 20 January 2026, Status Draft, Requested By the training manager, Notes naming the period the plan covers.
3. Add one line per course: Course Forklift Operation and Safety, No. of Participants 12, Training Cost 8000, Training Cost Total 96000, Priority High.
4. For a bought-in course, name the Training Vendor on the line, for example Quality Systems Consultants for ISO internal audit, 6 participants, 25,000 rupees each, 150,000 total.
5. Check that each Training Cost Total agrees with its own cost and participant count. The screen will not catch an error here.
6. Save while in Draft. When management agrees, change Training Status to Approved and save again.
7. Now schedule the sessions on Training Schedule, course by course.

Scenarios

Management wants to see what next year's training will cost before approving anything

Build the plan in Draft with a line per course and a total per line. The sum of the line totals is the number management is approving. Keep it in Draft until they say yes, then move it to Approved so everybody can see the argument is settled.

Half the courses are in-house and cost us nothing out of pocket

Put them on the plan anyway, with a Training Cost Total of zero and no vendor. The plan is the list of what will be run, not only what will be paid for. A client who leaves the free courses off the plan loses the ability to say how much training the company actually delivered.

We approved twelve forklift seats and the warehouse now wants sixteen

Do not quietly change an approved plan. Either run the sixteen and let the variance show against the plan line, or raise the plan back to Draft, change the line to sixteen and have management approve it again. Which of the two is right is the client's rule, not the system's, because the plan does not block a session that exceeds it.

What it is connected to

• Training Need is the demand the plan answers.
• Training Course supplies the course on each line.
• Training Vendor supplies the provider on the header and on each line.
• Training Schedule is where the plan is actually carried out. The sessions are not created from the plan, so somebody has to work through it.

If something looks wrong

• "It will not save" - the plan number is already in use. Every plan number must be unique.
• "The totals do not add up" - the cost total is typed, not calculated. Check each line against its own participant count.
• "An approved plan still lets me change the figures" - it does, the status is a statement, not a lock. If the client needs it locked, control it by who is allowed to open the screen.
• "Sessions were run that were never on the plan" - nothing stops that. The plan does not gate the schedule.