Watch the video above to walk through this assignment step by step. The guide below outlines the key actions and thinking behind drafting your team’s training plan.
How to Draft a Training Plan That Prepares Your Team for Digital Change
You have already mapped your current tools and workflows. You know where the gaps are. Now it is time to focus on the people side of digital transformation – because change does not happen through tools alone. It happens when the right people get the right training at the right level. This assignment walks you through building a team training plan that connects directly to your wider business case.
The starting point is the training plan template available in the Plannerly plan library. Open it and begin matching training pathways to the different roles on your team. Not everyone needs the same depth of knowledge, but everyone involved in structured information workflows needs at least a baseline understanding of how things work and why it matters.
At the basic level, training covers the essential concepts of structured digital delivery – how information flows, why templates matter, and how connected workflows reduce mistakes. This is the right starting point for anyone touching project information, from design teams to site staff. The advanced training goes deeper into managing approvals, cross-team coordination, and streamlined information delivery – ideal for those responsible for workflow management and project coordination. And for project leads driving ISO 19650 compliance and large-scale coordination, the expert training covers full standards alignment, collaboration strategy, and complex multi-party delivery.
The real power of this assignment is what happens after you complete it. Once your training plan is drafted, you add it to your business case template. This is what turns a good idea into a credible proposal. When you present to leadership, you are not just offering a vision – you are showing a complete action plan with clear pathways, defined milestones, and a structured approach to building capability. Leaders make better decisions when they can see the full picture, and a training plan gives them confidence that the team behind the change is prepared.
This is where momentum starts to build. You have your tool audit, your training plan, and soon your business case. Together these form a structured foundation for real digital transformation – not someday, but right now.
Steps to complete the training plan assignment
- Access the training plan template – open the template from the Plannerly plan library and review the structure before you start filling it in
- List every role involved in project delivery – include BIM managers, project managers, design leads, coordinators, site teams, and anyone else who interacts with project information
- Assign basic training to all team members – everyone involved in structured information workflows should complete the basic training to understand how information flows and why consistency matters
- Assign advanced training for workflow managers – those responsible for approvals, coordination, and delivery management should progress to the advanced course
- Assign expert training for project leads – anyone driving ISO 19650 compliance or leading large-scale coordination should complete the expert course
- Set milestones and target dates – break the plan into stages so the team sees progress building, not one overwhelming task
- Add the training plan to your business case – include it in your business case so leadership can see how capability building supports the wider transformation strategy
What you’ll learn
- How to use the training plan template – accessing the template and structuring it around your team’s roles and responsibilities
- How to match training levels to different roles – mapping basic, advanced, and expert pathways to the people who need them most
- Why basic training matters for everyone – understanding that even a foundational grasp of ISO 19650 concepts and structured workflows reduces errors across the board
- How to connect the training plan to your business case – presenting leadership with a complete action plan that builds confidence in the change
- How a structured training plan creates momentum – moving from individual understanding to team-wide capability and digital action
Common questions
Where do I find the training plan template?
The training plan template is available in the Plannerly plan library. Open it from your project and start matching training paths to roles. It provides a clear structure for assigning levels, setting milestones, and tracking progress across your team.
Does everyone on the team need expert-level training?
No. The key is matching the right training level to the right role. Everyone involved in structured workflows should complete basic training. Those managing approvals and coordination benefit from advanced training. Expert training is for leads driving ISO 19650 compliance and large-scale project coordination.
Why should I add the training plan to the business case?
Leadership responds better when they see the full picture. A training plan inside the business case shows that you have thought beyond tools and policies. It proves there is a structured approach to building the team capability needed to make the change work.
Can the team start training before the business case is approved?
Yes. All Plannerly training courses are free to access and available immediately. Starting training early builds momentum and demonstrates progress – which actually strengthens the business case when you present it.
Explore further
- Training plan assignment – access the assignment page with the template and instructions for drafting your team’s plan
- Digital construction business case – learn how to build a business case that earns management support for your transformation strategy
- ISO 19650 BIM training – what practitioners learn in real project delivery – see how training connects to practical delivery outcomes
- The Digital Troublemaker’s Toolkit – the full toolkit for leading digital change in your organisation
- BIM Boot Camp – accelerated practical training for teams ready to transform their workflows