Resources

Practical help for running training

Templates and guides for keeping learners, qualifications, renewals and reporting under control.

Work from a clear starting point

Useful resources, written around the work

Use the templates today, then explore how connected records and workflows remove the repeated administration behind them.

Qualification records arranged around a learner profile.
Template5 minute guide

A practical training matrix template

Start with a clear view of who holds each qualification, when it expires and what needs to happen next.

Use the template
A qualification renewal record with actions and dates.
Template6 minute guide

Plan qualification renewals before they become urgent

Turn a list of expiry dates into an owned renewal plan with reminders, bookings and outcomes.

Use the template
Renewal reminders moving through several communication channels.
Guide7 minute guide

How to automate qualification renewal reminders

Build a reminder journey that starts early, uses the right channel and leaves room for human follow-up.

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Course delivery records connected to learners and schedules.
Guide8 minute guide

Training management software versus spreadsheets

Understand where spreadsheets work well, where they become fragile and what a connected system changes.

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Qualification reporting cards showing coverage and renewal information.
Guide7 minute guide

Build training compliance reports people can act on

Move from a retrospective total to a report that shows gaps, owners and the work required next.

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A learner connected to an organisation, training and qualifications.
Guide9 minute guide

How to choose a training management system

Use real working scenarios to assess whether a system will reduce administration across the whole learner journey.

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