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How to write your Software Training Plan

We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.


Use this template when designing a complex software project. The Software Training Plan worksheet will help you develop a comprehensive training plan to ensure the project can be managed by your client or other party.
Document Length: 15 Pages
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1. Get Proposal Kit Professional that includes this business document.

We include this Software Training Plan in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

How to write my Software Training Plan document

Company Name Software Training Plan

1 Purpose of this document (Objectives)

Insert the purpose of this document, its objectives, and its intended audience. Example: The purpose of this document is to formally recognize and codify the policies and procedures the Company wishes to enact in order to organize the Software Training Company provides to employees and vendor. The goals and objectives listed in this plan are meant to allow the Company to achieve a consistent training experience.

The Company provides its Employees, Staff and Vendors this Software Training Plan as an overview of the required steps and policies to be enacted when developing or executing Software Training.

2 Scope of Document

Insert description of the scope of this Software Training Plan and whether this covers an entire application or a component thereof. Indicate whether this training plan or shall be governed or supersedes other policy documents that may already be in place concerning training or a specific process or procedure.

2.1 Scope Constraints

Insert constraints, such as schedules, costs, interactions, overview, or any other information relevant to the training desired.

3 Goals of this Plan

Insert an overview or brief description of the product, software, or other desired end result that is being achieved by this Software Training Plan.

4 Business Context

Insert an overview of the business or organizations impacted by this Software Training Plan. Include the business or organization's critical components and reliance on specific vendors, services or other assets.

5 Goals Defined

The Overall Goals of the Software Training Plan are to provide easy and accessible outline Company Name staff or vendors to organize and execute acceptable Training & Education Plans. Insert additional goals or objectives here.

6 References and Reference Material

Insert a list of all reference documents and other materials related to the Software Training Plan.

References will often include, but are not limited to:

  • User Guides or Manuals.
  • Third-party Books or Resources.
  • Other Company Software Training Plan(s).
  • Any other relevant document or resource.

7 Documentation Items

Insert references to documentation or contact lists, which may include but are not limited to:

  • Company Critical Software Services List.
  • Company Critical Software Vendors List.
  • Company Commercial Software Support Phone Numbers and Services.
  • Company Support Logins or Passwords.
  • Company Software Support or Maintenance Agreements and relevant contacts.

8 Terminology used in this Software Training Plan

Insert references and delimitations for terminology used in this plan. Include all acronyms and abbreviations as well.

9 Points of Contact

Insert point of contact, contact method and all policies for coordination of such contacts. Software Training Plan: Current System Summary.

1 Background & System Objectives

Insert an overview of your current system. Include the purpose and business objective(s) of the current system.

2 Hardware Requirements & Constraints

Insert information concerning hardware required by this plan and whether there are constraints to be considered (e. Browsers to be used, secure location sot access software, etc.

3 Known Issues

The following are limitations or known issues impacting the Software Training Plan. Insert additional descriptions of the limitations or known issues here.

4 Documentation

The following documentation is available for the current system:

Insert additional descriptions or lists of the documentation available.

Implementation of the Plan

Insert the overall objectives for implementation of the Software Training Plan. Your Software Training Plan may contain several different approaches for certain types of training, such as individual, small group, large group, department, seminar, review, etc.

1 Training Methods & Procedures

Here you will describe the methods and procedures you wish your trainers to follow and to educate staff on. If methods and procedures from an existing system or Training Plan are to be included in this plan, you will want to describe these procedures in this section rather than simply reference them.

Insert training methods here

2 Testing, Training Retention & Evaluation

Describe the methods to be used, if applicable for administering tests, quizzes or other methods for benchmarking the retaining of the training. Make provisions for whether this is to be administered after the completion of the initial training plan, after a set amount of time, or a combination thereof. Make sure to set the goals that must be achieved in this section as well.

3 Software Training Plan Time Lines & Schedules

Insert any timelines, milestones or date-sensitive deadlines that must be adhered to for this Software Training Plan.

4 Software Training Plan Objectives vs. Mandates

The objectives set forth in Sect 1.5 should be considered the overall goals of the Software Training Plan. They may not always be exact mandates. Individual departmental policies and procedures or other Software Training Plans may outline additional instructions to be followed.

5 Software Training Plan Administration: Creating Outline(s)

Insert a description of the methods that the Company wishes to use for administering the Software Training Plan in an outline format.

All plans must contain information detailing the following:

The Company desires that all Software Training Plans include an outline for how the Trainer is to handle the following:

Enrollment of students (Learning Management System (LMS)). Classroom environment to be utilized (conference room, lecture hall).

Equipment required

Visual aids, projectors, workstations. Learning materials required (books, manuals, etc). Record keeping requirements (certificates, tests, etc).

6 Software Training Plan Performance Testing

Insert the objectives and requirements for testing that the plan operates correctly in regards to normal operation, response and execution times, scalability, portability and all other performance requirements within the business environment.

7 Software Training Plan Administration: Follow-up Training

Insert any information pertaining to whether follow-up training is required and under what schedule it must be performed under. If certifications are to be considered, then include information on how students are to make sure that they achieve and keep current their third-party certifications.

8 Software Training Plan Revisions & Alterations

Insert the objectives and requirements for how revisions and alterations are to be made to the Software Training Plan. Often new methods begin to be incorporated into established training programs without being represented within a Company Plan Document. Insert a description of how/when this document must be updated when this occurs.

Software Training Plan: Materials. In this section you will describe and define each of the materials that will be required for the Software Training Plan. This is a detailed accounting. You may attach additional exhibits to this section if your Software Training Plan requires them.

Software Training Plan Curriculum. Insert the specific descriptions of each section of the Software Training Plan curriculum. This is to be considered your syllabus for this Software Training Plan.

A syllabus may include, but is not limited to the following organizational structure:

Section Materials Required

Section Grading Criteria

Software Training Plan Evaluation. A description of methodology concerning how evaluations of instructor(s), student(s) and course(s) are to be conducted post-training. Determine whether it is immediate or after a particular milestone or benchmark is reached (testing, certification, etc). Software Testing Plan Hardware and Environmental Requirements List.

A description of the hardware and environmental requirements for the Software Training Plan. Focus on restraints such as resource availability, time constraints, staff and developer availability, and all other resource dependencies or external factors that can influence the Software Training Plan.

Risk and Assumption Contingency Plan(s)

Insert a description of the contingency plan for each item listed above. A Developer or Support Staff Member is out sick the day of training.

Change Request and Management

A description of the Software Training Plan change request and change management procedure. Describe the process that must be followed for submission, review and authorization for all requests for change to the Software Training Plan or any change to any part of the deliverables. Approval for Software Training Plan. A description of the personnel authorized to approve the Software Training Plan.

Their Name, Title and signature must accompany this document.


A description of all other supporting information required for the understanding and execution of the Software Training Plan and requirements.

All Software Training Plan documents require the following two appendices:

1 Definitions, Acronyms, Abbreviations

A description of the definition of important terms, abbreviations and acronyms. This may also include a Glossary of terms.

2 References

A listing of all citations to all documents and meetings referenced or used in the preparation of this Software Training Plan and testing requirements document.

A Document from Proposal Kit Professional

The editable Software Training Plan document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
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Software › Computer Software › Business & Productivity Software
$199 USD
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Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system.

Related Documents:
The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
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We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Software Training Plan, and use them as needed for your project.

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