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Training and Corporate Learning

Workshops, training programmes and e-learning. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
2
Milestones
6
Tasks and sub-tasks
11
Documents to collect
5

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Corporate training programme

A training programme for a client's staff: needs analysis, design, delivery, assessment and feedback.

  • Fixed price
  • 30 days
  • 3 milestones
  • 5 tasks
  • 3 documents

Milestones and tasks

  1. Day 10Programme design approved
    • Training needs analysisTrainer
    • Design the programme and materialsTrainer
  2. Day 25Training delivered
    • Logistics: venue, participants and kitsCoordinator
    • Deliver the sessionsTrainer
  3. Day 30Feedback report
    • Assessment, certificates and feedback reportCoordinator

Document checklist

  • Signed proposalFrom the client 路 day 0 路 compulsory
  • Participant listFrom the client 路 day 15 路 compulsory
  • Attendance sheetsYour team 路 day 25 路 compulsory

E-learning course development

An online course: storyboards, recorded or animated modules, quizzes and a SCORM package for the client's learning system.

  • Fixed price
  • 60 days
  • 3 milestones
  • 6 tasks
  • 2 documents

Milestones and tasks

  1. Day 20Storyboards approved
    • Learning objectives and course outlineInstructional Designer
    • StoryboardsInstructional Designer
  2. Day 50Modules reviewed
    • Build the modulesDeveloper
    • Quizzes and assessmentsInstructional Designer
    • Client review and fixesDeveloper
  3. Day 60SCORM package delivered
    • Publish and test the SCORM packageDeveloper

Document checklist

  • Source content from subject expertsFrom the client 路 day 5 路 compulsory
  • Approved storyboardsFrom the client 路 day 20 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Six trainers and two coordinators deliver leadership, sales and compliance training for corporate clients, in person and online.

A typical month

Each programme moves from needs analysis to design approval, logistics, delivery and the feedback report. Coordinators work through logistics tasks with dates. The feedback report goes out within a week, and the final invoice with it.

Where the work gets hard

  • Logistics problems overshadowed good sessions.
  • Feedback reports were late or skipped.
  • E-learning projects overran on revisions.

What MSMEPulse gives you

  • Logistics are planned like a project.
  • Every programme ends with a feedback report.
  • Design approvals limit late changes.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Training and Corporate Learning when you sign up and its templates are in your library straight away.