Skip to main content
Chapter 09 of 11

Tools, Resources, and Templates

Implementing an upskilling/reskilling program is much easier when you have the right tools and resources at your disposal. Below is a collection of tool types and templates that can support your efforts, from planning to execution to evaluation:

  • Skill Assessment Tools: Before and after training, you’ll want to measure skills. Tools like skill matrix templates or online assessment platforms can help evaluate where employees stand. For example, a spreadsheet skill matrix can list employees vs. required skills with proficiency levels, providing a clear visual of gaps. There are also specialized assessment solutions that generate skill reports (some LMS platforms, including TechClass, have integrated assessment engines). These help target who needs what training and later validate skill acquisition.

  • Learning Management System (LMS): A good LMS is the backbone of any structured learning program. It allows you to deliver e-learning content, track progress, and manage enrollments and schedules. TechClass, for instance, offers an enterprise-grade LMS where you can host courses (be it off-the-shelf courses or custom content), enroll learners in learning paths, and monitor their completion and scores. An LMS with analytics and reporting features will significantly ease the admin work - you can quickly pull data on who has completed which modules, time spent on learning, etc., which is invaluable for project managing the training and measuring impact. Ensure your LMS supports the content formats you need (video, quizzes, SCORM packages, etc.) and is user-friendly so that employees have a smooth experience. Some LMS also include social learning features (forums, leaderboards) which can increase engagement.

  • Content Libraries and Courseware: Depending on the skills you target, you might leverage external content libraries (like LinkedIn Learning, Coursera for Business, etc.) that cover a wide range of topics. These can accelerate your program by providing ready-made courses taught by experts, often complete with exercises and certificates. Many such libraries allow you to curate specific learning paths relevant to your company. Additionally, there may be industry-specific resources (e.g., technical skill platforms like Pluralsight for IT skills, or compliance training libraries). Utilizing these saves time over building everything from scratch. However, for very company-specific knowledge, you might create your own content - templates for slide decks or microlearning videos can ensure consistency in look and feel. If creating internal content, tools like authoring software (Articulate, Adobe Captivate, etc.) can be useful. Don’t overlook non-digital content too: books, manuals, or job aids (quick reference guides) are resources that learners might use alongside courses.

  • Templates for Individual Development Plans (IDPs): An IDP is a personalized document that outlines an employee’s development goals and the plan to achieve them. Providing a simple IDP template to participants can help them take ownership of their learning. It might include sections like: current role skills, target role or skill, development activities (courses, projects, mentoring), timeline, and check-in dates. This can be filled in by the employee with input from their manager. Templates keep things consistent and ensure key elements (like setting a timeline or identifying support needed) aren’t missed.

  • Project and Performance Tools: If your upskilling involves project-based learning or on-the-job assignments, use project management templates to structure those. For example, if reskilling involves a capstone project (such as developing a prototype, or completing a case study), provide a project charter template that guides them through planning and executing it. Similarly, incorporate any relevant performance support tools: for instance, if you upskill employees on a new software, provide a quick-reference cheat sheet or integrate a digital adoption tool that provides on-screen guidance as they use it. Templates for process checklists or standard operating procedures (SOPs) might be updated as skills improve (ensuring what they learned is codified into daily practice).

  • Mentorship and Coaching Guides: If you’re implementing mentoring, a simple mentor-mentee guideline document can help both parties maximize the relationship. It could outline how often to meet, suggested topics to cover, and tips for giving feedback. Likewise, for managers acting as coaches, provide a brief coaching checklist: e.g., “After training, schedule a meeting within 1 week to discuss how to apply new skills; set one small goal for the next month; remove any roadblocks for the employee.”

  • Progress Dashboards: For program administrators (and for motivating participants), having a visual dashboard of progress can be extremely helpful. This could be as basic as a poster on the wall tracking completed modules or an online dashboard in the LMS that shows collective progress (e.g., “Company has completed 200 learning hours this quarter, 80% average completion rate”). Some organizations gamify this with leaderboards for friendly competition. Even if not gamified, a dashboard that is regularly updated and shared keeps everyone informed and accountable. You can use business intelligence tools or even a well-designed spreadsheet for this purpose, or see if your LMS provides one.

  • Resource Hub: Create a central repository - like a SharePoint site, intranet page, or a section in your LMS - where all resources related to your upskilling/reskilling program are housed. This might include: the training schedule, FAQs, contact info of program coordinators, links to courses, downloadable templates (like those IDPs or checklists), articles or videos about the importance of upskilling, etc. Essentially a one-stop shop where participants (or their managers) can find anything they need. Keeping it organized and easy to navigate will reduce confusion and support self-service.

  • Reference Materials & Further Learning: Provide learners with supplementary materials to explore topics further. For example, if someone wants to go beyond the basics taught, point them to advanced courses or industry certifications they can pursue. Encourage use of free resources too - there are plenty of webinars, podcasts, and communities (like professional forums or Stack Exchange for technical folks) that can complement formal training. A curated list of these by skill domain can be part of your resources. Not only does this add depth for keen learners, it shows the organization values continuous, self-driven learning as well.

  • External Frameworks and Benchmarks: Use external resources to benchmark and guide your program design. For instance, the U.S. Office of Personnel Management (OPM) Reskilling Toolkit (which we referenced) provides frameworks like the Human Capital Framework (HCF) diagnostic tool for organizational readiness, sample flowcharts, and logic model templates. There are also competency frameworks from industry bodies (like IEEE for engineering skills, SHRM’s competency model for HR skills, etc.) that can help define the skills to develop and how to measure them. If applicable, use these frameworks to give structure to your efforts - there’s no need to reinvent the wheel if a well-researched model exists. You can adapt templates from these sources to fit your company’s context.

  • TechClass and Partner Solutions: Lastly, consider leveraging TechClass’s enterprise training solutions themselves as a resource. As a provider specializing in digital enterprise learning, TechClass can offer content libraries, customized e-learning development, platform support, and even advisory services to help set up your upskilling program. Engaging with a partner can give you access to proven methodologies and save internal effort. For example, TechClass might have ready-made course pathways for common reskilling needs (like non-coders to junior developers, or frontline managers to leaders) that you can adopt and tailor. They also stay updated on the latest learning technologies (like AI-driven personalization, VR training experiences, etc.), which could elevate your program. Don’t hesitate to use the expertise of partners - it can significantly accelerate and enhance your upskilling initiative, ensuring you’re using cutting-edge tools and not missing out on effective techniques.

In summary, the right tools and templates turn a daunting project into a manageable process. They provide structure, save time, and enhance the learning experience. Assemble your toolkit at the outset - a bit of preparation here will pay dividends throughout implementation. And remember, many resources (like templates or guidelines) can be reused and refined for future programs, so each effort will be smoother than the last.

09 / 11 Next →
Free download

Get the eBook

Tell us where to send it and we'll email you the PDF.

We'll use your details to send this resource and occasional learning content. See our privacy policy. Unsubscribe anytime.