Free Templates & Checklists

Ready-to-use checklists and planning templates for compliance training, safety programs, and workforce development.

OSHA Inspection

OSHA Inspection Preparation Checklist

Prepare for OSHA inspections with a step-by-step checklist covering documentation, on-site conduct, and post-inspection response.

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Onboarding

New Hire Training Plan Template

Structure onboarding from pre-arrival through 90 days with milestones, checkpoints, and role-specific training tracks.

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FTA Audit

FTA Audit Documentation Checklist

Track FTA triennial review requirements across PTASP, drug and alcohol, ADA, training records, and safety reporting.

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Needs Assessment

Training Needs Assessment Template

Identify skill gaps with a structured assessment covering organizational, task, and person analysis.

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Training Calendar

Compliance Training Calendar Template

Plan your full-year training schedule with monthly views for renewals, seasonal topics, and regulatory deadlines.

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Safety Orientation

Safety Orientation Checklist for New Workers

Cover every safety orientation topic from PPE issuance to emergency procedures and hazard communication.

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Forklift Training

Forklift Operator Training Checklist

Meet OSHA powered industrial truck requirements with classroom topics, practical evaluation, and competency verification.

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HIPAA Training

HIPAA Training Documentation Checklist

Document HIPAA training coverage across Privacy Rule, Security Rule, breach notification, and workforce attestation.

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Violence Prevention

Workplace Violence Prevention Plan Template

Build a workplace violence prevention program with risk assessment, policies, training, and incident response procedures.

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Emergency Planning

Emergency Action Plan Template

Create an emergency action plan covering evacuation, alarms, contacts, and training requirements per OSHA standards.

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Business Case

Training ROI Business Case Template

Build a business case for training investment with current-state costs, projected ROI, and implementation timelines.

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Annual Schedule

Annual Compliance Training Schedule Template

Map required training by industry with annual, semi-annual, and quarterly schedules for general industry, healthcare, construction, transit, and warehouse.

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