TRAINING PLAN CHECKLIST

GUIDELINES FOR THE TRAINING PLAN CHECKLIST:

This checklist is provided as part of the evaluation process for the Training Plan. The checklist assists designated reviewers in determining whether
specifications meet criteria established in HUDs System Development Methodology (SDM). The objective of the evaluation is to determine whether the
document complies with HUD development methodology requirements.
Attached to this document is the DOCUMENT REVIEW CHECKLIST. Its purpose is to assure that documents achieve the highest standards relative to
format, consistency, completeness, quality, and presentation.
Submissions must include the following three documents, and must be presented in the following order: (First) Document Review Checklist, (Second) the
Training Plan Checklist, and (Third) the Training Plan.
Document authors are required to complete the two columns indicated as AUTHOR X-REFERENCE Page #/Section # and AUTHOR COMMENTS
before the submission. Do NOT complete the last two columns marked as COMPLY and REVIEWER COMMENTS since these are for the designated
reviewers.
Document reviewers will consult the HUD SDM and the SDM templates when reviewing the documents and completing the reviewers portions of this
checklist.
AUTHOR REFERENCE (Project Identifier):
Designated Reviewers:
1:

Start Date:

Completed Date:

Area Reviewed:

Comments:

2:
3:
4:
Summary Reviewer:

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Peer Review

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TRAINING PLAN CHECKLIST

The Training Plan defines the support activities, schedules, curriculum, methods and tools, and equipment required for system training.

TABLE OF CONTENTS
1.0

2.0

3.0

General Information
1.1 Purpose
1.2 Scope
1.3 System Overview
1.4 Project References
1.5 Acronyms and Abbreviations
1.6 Points of Contact
1.6.1
Information
1.6.2
Coordination
1.7 General Training Prerequisites
Training Approach
2.1 Training Requirements
2.2 Roles and Responsibilities
2.3 Techniques and Tools
2.4 Training Prerequisites
2.5 Training for Revised Office Procedures
2.6 Schedule
2.7 Curriculum
Evaluation
3.1 Metrics
3.2 Strategy

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TRAINING PLAN CHECKLIST

REQUIREMENT

To be completed by Author
AUTHOR
X-REFERENCE
AUTHOR COMMENTS
Page #/Section #

To be completed by Reviewer
COMPLY
Y

1.0
1.1

GENERAL INFORMATION
Purpose: Describe the purpose of the Training Plan.

1.2

Scope: Describe the scope of the Training Plan as it

relates to the project.
System Overview: Provide a brief system overview
description as a point of reference for the remainder
of the document, including responsible organization,
system name or title, system code, system category,
operational status, and system environment or special
conditions.
Project References: Provide a list of the references
that were used in the preparation of this document
Acronyms and Abbreviations: Provide a list of the
acronyms and abbreviations used in this document
and the meaning of each.
Points of Contact:

1.3

1.4
1.5
1.6

REVIEWER
COMMENTS

1.6.1

1.7

Information: Provide a list of the points of

organizational contact (POCs) that may be
needed by the document user for
informational and troubleshooting
purposes.
1.6.2
Coordination: Provide a list of
organizations that require coordination
between the project and its specific support
function (e.g., installation coordination,
security, etc.). Include a schedule for
coordination activities.
General Training Prerequisites: Briefly summarize
the general training prerequisites for each type of
training mentioned in this plan.

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Peer Review

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TRAINING PLAN CHECKLIST

REQUIREMENT

To be completed by Author
AUTHOR
X-REFERENCE
AUTHOR COMMENTS
Page #/Section #

To be completed by Reviewer
COMPLY
Y

2.0
2.1

TRAINING APPROACH
Training Requirements: Describe or list the skills
required to support project lifecycle activities. Match
those requirements to the existing personnel skill sets
to determine the training need for the project.

2.2

Roles and Responsibilities: Identify the personnel

and their responsibilities for identifying and
developing the training materials. Identify the person
and organization that will conduct the training.
Techniques and Tools:
Describe the training
techniques to be used. Identify the tools needed for
the training, such as online terminals or PC
workstations, training manuals, classroom facilities
and any computer center resources.
Training Prerequisites: Identify any prerequisites
for individuals to receive training, and develop a
strategy regarding prerequisite training as necessary.
Training for Revised Office Procedures: Identify
the training needs for the users staff if the
implementation of the system under development will
change the procedures of the users office in any way.
Schedule: Prepare a training schedule that includes
identification and development of content and
materials, planned training dates, post-training
reporting, student and instructor names, and training
location(s).
Curriculum: Briefly describe the curriculum for
each proposed training class or attach course
description from the vendor.

2.3

2.4
2.5

2.6

2.7

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Peer Review

REVIEWER
COMMENTS

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TRAINING PLAN CHECKLIST

REQUIREMENT

To be completed by Author
AUTHOR
X-REFERENCE
AUTHOR COMMENTS
Page #/Section #

To be completed by Reviewer
COMPLY
Y

3.0
3.1
3.2

REVIEWER
COMMENTS

EVALUATION
Metrics: Outline the metrics that will be captured
and how they will be captured.
Strategy: Describe how feedback will be elicited
from personnel to ensure that training objectives were
met. Describe how the feedback received will be
analyzed and what will be done with the analysis
results to ensure that training objectives are met.

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Peer Review

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