Training and Development Program Rollout

Annual workflow for HR / L&D teams to plan, launch, and evaluate the organization's training program — from needs analysis through state-mandated compliance training through post-rollout effectiveness review.

5 sections 20 steps Collects data
1

Needs Analysis and Planning

  1. Run the annual training needs analysis
    • Pull engagement-survey themes, performance-review skill gaps, and manager input. Cross-reference exit-interview feedback for recurring development complaints. The L&D Manager owns this analysis; the HRBPs feed in their function-specific gaps.

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  2. Map state-mandated training requirements
    • Confirm cadence by jurisdiction: CA biennial harassment prevention for supervisors and non-supervisors at 5+ employees, NY annual, IL annual, CT and DE on hire and refresh, ME within first year. Missing the cadence is itself a violation — not a fix-when-noticed item.

  3. Identify any compliance training gaps
    • Pull LMS completion records and compare against the jurisdictional matrix. Flag any state where supervisors or non-supervisors are past due. Common gaps: new acquisitions, employees who changed states, recently-promoted managers who never completed supervisor-level training.

    Collects list
  4. Schedule immediate remedial training
    • Assign past-due employees their state-required courses in the LMS with a 30-day completion deadline. Notify managers so completion can be tracked in 1:1s. Document the gap and the remediation in the compliance log for audit trail.

  5. Set the annual L&D budget
    • Allocate across LMS licenses, vendor-led programs, conference attendance, tuition reimbursement, and internal facilitator time. Industry benchmark is roughly 1-3% of payroll for L&D; confirm with the CHRO and Finance before locking.

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2

Program Design and Sourcing

  1. Define learning objectives by audience
    • Separate tracks for individual contributors, new managers, senior managers, and executives. Each track gets distinct outcomes — a new-manager track is not a watered-down executive track. Tie objectives to the competency model used in performance reviews so training and review cycles reinforce each other.

  2. Choose the delivery model
    • In-house facilitation keeps cost down and tailors content but consumes internal SME time. External vendors (LinkedIn Learning, Litmos, Cornerstone, custom consultancies) bring polish and breadth but cost more and require vetting. Hybrid is common — vendor content for foundational topics, in-house for company-specific.

    Collects list
  3. Vet external training vendors
    • Request sample content, references from similarly-sized employers, and SOC 2 / data-handling attestations if the vendor will hold employee training records. For any health-related training (EAP referrals, mental-health first aid), confirm whether a HIPAA Business Associate Agreement is needed.

  4. Configure courses in the LMS
    • Set up assignment rules in TalentLMS, Litmos, Docebo, or whichever LMS the org runs. New-hire automation pulls the right state-mandated harassment course based on work-state. Build completion-deadline rules and manager-visibility into the dashboard.

  5. Build the annual training calendar
    • Stagger compliance training across quarters to avoid LMS overload and manager fatigue. Avoid month-end and the open-enrollment window. Coordinate with the performance-review cycle so calibration weeks don't collide with mandatory live sessions.

3

Communications and Manager Enablement

  1. Brief managers on the training calendar
    • Cover what's mandatory vs. optional, completion deadlines, how to read the LMS dashboard, and the escalation path for a non-completing direct report. Managers are the enforcement layer — without their buy-in, completion rates stall in the 60s.

  2. Send the company-wide kickoff communication
    • Plain-language summary of what's required, what's optional, the deadline, and where to log in. Include the budget for tuition reimbursement or external conferences so employees know what's available beyond the assigned curriculum.

  3. Publish the LMS quick-reference guide
    • Single-page guide on login, course launch, transcripts, and how to request manager approval for non-assigned courses. Cuts the helpdesk volume noticeably during the first weeks of rollout.

4

Delivery and Completion Tracking

  1. Launch the assigned curriculum in the LMS
  2. Send completion reminders at 30 and 14 days out
    • Automated nudges from the LMS with manager copy on the 14-day reminder. Past-due reminders should also escalate to skip-level managers — completion rates jump when leadership visibility kicks in.

  3. Escalate non-completers to the HRBP
    • For state-mandated training, missed deadlines are a compliance risk — not a courtesy reminder. The HRBP partners with the manager on a hard completion date and documents the conversation in the personnel file.

5

Evaluation and Documentation

  1. Collect Kirkpatrick Level 1 feedback
    • End-of-course satisfaction surveys via the LMS or Culture Amp / Lattice. Watch the open-comment field more than the 5-point score — the verbatims surface confusing modules, broken videos, or facilitators who lost the room.

  2. Pull completion and pass-rate metrics
    Collects number
  3. File training records for audit
    • Retain completion records, course content versions, and signed acknowledgments per state retention rules — typically 3 years for harassment training, longer for some federal-contractor obligations. Records should be retrievable by employee, by course, and by date range for an EEOC or DFEH inquiry.

  4. Run the program retrospective
    • L&D Manager, HRBPs, and a manager-representative review what landed and what didn't. Capture the changes for next cycle — content swaps, vendor changes, calendar adjustments — so the next annual run starts from a documented baseline rather than memory.

    Collects list Collects paragraph

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Sections 5
Steps 20
Category Human Resources
Price Free to start
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