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IT training plan template

Who needs training, on what, when and how. Free download in Excel and Word.

CM-TPL-EXE-07Execute phaseExcel and WordFree
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Free download

Download the training plan template

Plans who needs training, on what, when and how, and tracks sessions and attendance so every user is ready for their migration date.

Download Excel (.xlsx)Download Word (.docx)

Free to use and adapt. Document ID CM-TPL-EXE-07, version 1.0, November 2026.

What's inside

What the template includes

Sheet: Training needs

12 columns, with dropdowns and 6 example rows:

AudienceHeadcountWaveSign-in and MFAOutlookOneDriveTeamsSharePointMobileSecurity and labelsPreferred formatNotes

Sheet: Sessions

17 columns, with dropdowns, formulas and 6 example rows:

Session IDTopicAudienceWaveFormatTrainerDateStart timeDuration (mins)Location / linkCapacityRegisteredAttendedAttendance %Seats leftStatusMaterials

Document sections

  1. Purpose and objectives · What the training must achieve and how you will know.
  2. Audiences and needs · Summarise the Training needs sheet.
  3. Training approach · Explain the blend of methods and why.
  4. Schedule · Align sessions with wave dates. Detail is in the Sessions sheet.
  5. Materials · List the materials, owners and where they are stored.
  6. Roles · Who does what.
  7. Measuring effectiveness · How you will evaluate and improve.
How to use it

How to use this template

  1. Identify audiences on the Training needs sheet and mark which topics each audience needs.
  2. Schedule sessions on the Sessions sheet so each wave is trained one to two weeks before its cutover date, not earlier.
  3. Track registrations and attendance; the attendance percentage calculates automatically.
  4. Use the Word document to agree the approach with the sponsor and to brief trainers and champions.
  5. After each wave, review support tickets by topic and add refresher sessions where needed.
Built to a standard

Ready to share with your steering committee

  • Branded cover or instructions page with document ID and version
  • QR code linking to the latest version, and a Code128 barcode for your document register
  • Document control, approval block and a clear disclaimer
  • Example rows written for real migration projects, which you replace with your own
Use it with

Guides that use this template

How to migrate Google shared drives to SharePointHow to migrate from Slack to Microsoft TeamsHow to migrate from Trello or Asana to Microsoft Planner
FAQ

Questions about this template

Is the training plan template free?

Yes. Download it in Excel and Word and adapt it for your organisation. No sign-up is needed.

Can I use it in Google Sheets or Google Docs?

Yes. Upload the file to Google Drive and open it with Google Sheets or Docs. Dropdowns and most formulas carry across; check conditional formatting after converting.

Can I remove the Cloud-Migrations branding?

Yes. Replace the logo and footer with your own. Keep the disclaimer in mind: the template is general guidance and needs adapting to your project.

How do I know I have the latest version?

Scan the QR code on the cover or instructions sheet. It opens this page, which always links to the current version.