Resources
Guides and templates for training records.
Start with the question causing the work: an unreliable matrix, missing evidence, unclear policy records, incomplete CPD or an approaching review.
Free Excel workbook. No sign-up required.
Start with the problem you need to fix.
Each guide follows one question from the record that causes the work to the next action.
Templates and downloads.
Structure the record before you move it into software, or keep using it as a checklist.
Excel, 8 sheets
Free compliance template workbook
Download eight useful Excel sheets with editable examples, status formulas and audit prompts. No sign-up required.
Download Excel workbookA preview of the workbook's Training Matrix sheet, with example records and statuses such as current, due soon, overdue and missing evidence.
- Excel templateTraining matrix template guideRead what fields, statuses and renewal columns to include before replacing a spreadsheet.
- CSV downloadDownload training matrix CSVDownload the free CSV template and use it as a starting point for cleaning up training records.
- Excel templateStaff training record templateCheck the core fields for training dates, evidence, renewals, policy links and sign-off.
- Excel templateTraining records audit checklistReview the records, evidence, dates and exports to check before an internal review or audit.
- AssessmentWorkforce compliance readiness assessmentUse 12 checks to review record scope, ownership, evidence, exceptions and report traceability.
- Excel templateStaff compliance records templateUse this to structure training, policy, evidence, CPD and registration records before moving to software.
- Excel templateSkills matrix templateCompare required and demonstrated proficiency, evidence and development actions in Excel.
- Excel templateTraining needs analysis templateTest the cause of a capability gap before deciding whether training is the right response.
- Word templateStaff appraisal templateUse a structured Word form for the review conversation, objectives and owned follow-up.
- Word templatePersonal development plan templateAgree development goals, support, evidence of progress and check-ins in Word.
- Excel templateCPD record templateRecord activities, learning, reflection, evidence, review and next actions in Excel.
- Excel templateEmployee induction checklistMake role, policy, system, learning and review actions clear, owned and dated.
- Word templateTraining plan templatePlan a year of staff training with needs, dates, costs, budget and quarterly reviews in Word.
- Word templateToolbox talk templateRecord the talk, key points and actions, with an attendance sign-in sheet in Word.
- Excel templateCompetency assessment templateSet out requirements, assessor details, outcomes, evidence and follow-up actions.
- Excel templatePolicy acknowledgement form templateTrack read confirmations with the policy version, acknowledgement date and evidence.
- Excel templateProfessional registration checklistReview registration numbers, renewal dates, evidence, check status and follow-up actions.
- CSV templateStaff document compliance checklistOrganise staff documents, dates, owners and review status with a CSV register.
- Excel templateTraining renewal trackerLook up how long common certificates last and work out every renew-by date in Excel.
When the answer needsa shared, current record.
SkillProof connects the requirement, person, evidence, date, review decision and next action across Training, Compliance and Development.
14-day free trial. No card required.