Training manual template
Document template
- Business
- Location
- Date
Purpose and audience
Which role or task the manual trains, who it’s for, and what they should already know before they start.
Learning objectives
What the trainee will be able to do at the end, each starting with a verb, for example: “Open the store on their own using the opening checklist.”
How to use this manual
The order to work through it, how long each part takes, who the trainer is, and how trainees ask for help.
Modules
List the modules in order, each with its objective, how long it takes and how it’s delivered (reading, shadowing, video or practice).
Procedures
For each task, the steps in order, starting with a verb, with screenshots or photos where they help. Link to the full SOP rather than repeating it.
Practice tasks
Real or practice tasks the trainee completes, and what “done well” looks like for each.
Checks of understanding
How you’ll know they’ve learned it, such as quiz questions, an observed task or a sign-off by the trainer.
Resources and contacts
Where to find the SOPs, forms and systems, and who to ask about each topic.
Sign-off
The trainee and trainer sign and date when each module is complete, and when the whole manual is finished.
Review and version control
Who owns the manual, the version and date, and when it will next be reviewed.
