Section 1: Programme and parties
- Apprentice name, employer name, training provider
- Apprenticeship standard code and title
- Programme level and expected duration
- Planned start date and expected end date
Apprenticeship training plan template
The current funding rules call this document the training plan; commitment statement is the former name. This printable structure covers the 2026/27 required content, standard-specific OTJ plan, responsibilities, reviews, complaints route and three-way sign-off.
2026/27 required fields
OTJ delivery plan
Roles & responsibilities
Three-way sign-off
Updated: 15 July 2026. Use alongside the current training plan guide and the rules for the apprentice's actual start year.
Template sections
Section 2: Programme content and schedule
- Outline of planned learning content by phase
- Delivery methods (taught, blended, workplace)
- Review schedule and milestone dates
- EPA gateway target date
Section 3: Off-the-job training plan
- Planned OTJ hours target (calculated field)
- How OTJ will be delivered and by whom
- Employer release time commitment
- OTJ logging and sign-off process
Section 4: Roles and responsibilities
- Training provider obligations (curriculum, reviews, ILR)
- Employer obligations (release time, mentoring, sign-off)
- Apprentice obligations (engagement, evidence, attendance)
- Contact details for each party
Section 5: Changes and amendments
- Trigger events that require an amendment
- Amendment request process
- Amendment log table (date, change, signed by)
Section 6: Sign-off
- Training provider signature and date
- Employer representative signature and date
- Apprentice signature and date
- Confirmation that all parties received a copy
Completing the template: key guidance
- Agree broad content before training begins. Aim to sign before delivery. If initial agreement is virtual or by email, retain that evidence and complete the fully signed plan by the end of the 42-day qualifying period.
- Personalise Section 4. Boilerplate roles and responsibilities that are identical for every learner do not demonstrate that the employer understood their specific obligations. Name the employer contact and describe the specific release arrangements.
- Document the OTJ delivery plan in Section 3 — not just the target hours. Auditors expect to see how the hours will be delivered, not just how many hours are planned.
- Record the initial assessment and RPL outcome. Do not include content agreed as relevant prior learning; align the adjusted hours, price and dates.
- Use the amendment log for material changes. Obtain a new employer signature when content changes, the planned learning end date changes, or replanned OTJ materially changes future release hours.
- Retain the original plus all amendments. Do not replace the original document — append amendments and keep the full history.
How the template maps to the funding rules
- Funding rule requirement: programme content and schedule → Template Section 2
- Funding rule requirement: OTJ hours and delivery plan → Template Section 3
- Funding rule requirement: roles and responsibilities → Template Section 4
- Funding rule requirement: process for changes → Template Section 5
- Funding rule requirement: three-party sign-off → Template Section 6
This is an editable structure, not an official form. Check it against the 2026/27 apprenticeship funding rules and use the rules for each apprentice's start year.
Printable template
The template below can be printed or used as a guide to build your own digital version. Each field includes a guidance note in brackets.
APPRENTICESHIP TRAINING PLAN
SECTION 1 — PROGRAMME AND PARTIES
Apprentice name: ___________________________
Employer name: ___________________________
Training provider: ___________________________
Apprenticeship standard title and version: ___________________________ [Use the live Skills England record]
Standard code: ___________________________ [e.g. ST0030]
Level: _____ Planned duration: _____ months
Apprenticeship start/end dates: ___________ / ___________
Practical period start/end dates: ___________ / ___________
Assessment organisation: ___________________________ [Update as soon as known and by the applicable deadline]
SECTION 2 — PROGRAMME CONTENT AND SCHEDULE
Outline of planned learning content: [Describe phases, topics, and delivery methods. Be specific to this standard — avoid generic descriptions.]
Delivery method(s): ___________________________ [e.g. weekly taught sessions, blended online modules, workplace projects]
Review schedule: ___________________________ [Normally at least every 3 calendar months; record any permitted alternative agreed in advance]
Planned review dates: ___________________________
Assessment and gateway-to-completion milestones: ___________________________
SECTION 3 — OFF-THE-JOB TRAINING PLAN
Published standard OTJ minimum: _____ hrs Provider planned OTJ hours: _____ hrs [Use the exact standard/version and adjust only for evidenced RPL under the start-year rules]
How OTJ will be delivered: [List specific methods — taught sessions, projects, shadowing, visits, etc. Confirm who delivers each and at what frequency.]
Employer release time commitment: ___________________________ [Hours per week / per month the employer agrees to release the apprentice]
OTJ logging process: ___________________________ [How hours will be recorded, verified, and signed off]
SECTION 4 — ROLES AND RESPONSIBILITIES
Training provider will: [List specific obligations — curriculum delivery, progress reviews, ILR reporting, assessment preparation, safeguarding]
Provider contact name: ___________________________ Email: ___________________________
Employer will: [List specific obligations — release time for OTJ, participation in reviews, workplace mentoring, evidence sign-off. Be specific to this employer and role.]
Employer contact name: ___________________________ Email: ___________________________
Apprentice will: [List specific obligations — engagement with learning, evidence submission, attendance, communication of concerns]
SECTION 5 — CHANGES AND AMENDMENTS
Amendments to this plan may be required if: [List trigger events — break in learning, role or content change, revised delivery, end-date or assessment change]
Amendment process: Record changes and the agreement required by the applicable rules. Retain each version rather than overwriting the audit trail.
SECTION 6 — SIGN-OFF
We confirm we have read, understood, contributed to and agreed the contents of this training plan.
Training provider signature: ___________________________ Date: ___________
Employer signature: ___________________________ Date: ___________
Apprentice signature: ___________________________ Date: ___________
Give each party access to the signed plan. The provider should retain the current plan, prior versions and supporting agreement for the evidence-retention period in the applicable funding rules.
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