1. Start with business objectives
Describe the situations you want to improve: quality, safety, delivery times, customer relationships or tool proficiency. Choose an observable outcome. Check whether training can address the problem; a missing process or unsuitable equipment may require a different solution.
2. Collect and assess needs
Give employees a simple way to express their needs. Managers add job context. HR connects requests to business goals, identifies overlaps and sets priorities.

3. Define actions and budget
For each action, specify objectives, participants, duration, format, groups and preferred timing. Record cost assumptions. A missing price is not a zero cost.
4. Consult, deliver and evaluate
Request quotations for a comparable scope. Plan sessions and completion evidence after selection. Review satisfaction, then how participants apply the skills at work.
