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Templates / Form

Free Training Request Form Template

A training request form covers the session outcomes, delivery format, attendee count, timing, and any policies or constraints the trainer needs to plan around.

Training Request Form template preview

Language:

en

Last updated:

October 2026

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The training topic is clear, but the room dynamics aren’t, and that’s where a session can stall. A stakeholder asks for training because they need a facilitator who can keep momentum, handle pushback, and still land a result. This training request form collects the details a trainer needs before anyone talks scope.

The opening block frames what the form is for, then Session details asks for the outcomes, audience, date, and constraints. The questions that follow pin down delivery format, headcount, and timing, plus what has to be included from internal policies, systems, or processes. The last prompt checks whether managers and junior staff will be in the same room, so the session plan doesn’t get surprised by mixed seniority. The layout uses a glaze teal with a red-oxide accent under Space Grotesk headings and Roboto body text, so the page reads structured without feeling clinical.

  • Training Request Form The intro text explains what the form collects and what happens after it’s sent, so the requester knows what the trainer will review.
  • Your name A required full name field identifies who to contact about the training request.
  • Email address A required email field collects the main reply address for follow-up and next steps.
  • Session details A written section asks for outcomes, audience, date, and any constraints that shape the session plan.
  • Delivery and group mix Questions cover on-site in Amman vs online, attendee count, preferred timeframe, what must be included, what’s needed beforehand, and whether managers and juniors will be together.

Once the form is in Plutio, the responses land in one place, leaving the follow-up call or proposal to run off the same set of answers instead of a messy email thread... and the next step starts from what was actually requested.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a training request form

PartWhat it covers

Training Request Form

The opening text explains what the form collects and what happens after it’s sent, so the requester understands the review and follow-up.

Your name

A required name field captures who the request is coming from.

Email address

A required email field collects the address the trainer will reply to.

Phone number

An optional phone field gives a second way to reach the requester.

Session details

The Session details block asks for outcomes, audience, date, and constraints, so the request arrives with context instead of a one-line ask.

Do you want this on-site in Amman or online?

A required choice sets the delivery format: on-site in Amman, virtual, or either.

How many people will attend?

A required number field captures attendee count for planning and room setup.

Preferred date or timeframe for the session

An optional date field records the preferred timing for the training.

What parts of your policies, systems or processes must we include?

A text area notes the internal material that needs to be covered in the session.

What do you need from us before the session?

A text area captures prework, documents, or prep support the requester expects ahead of delivery.

Will the group mix managers and junior staff together?

A required choice records whether the room is mixed levels or single level, which affects facilitation and examples.

Who it is for

Training providers, HR teams, and department leads who need to brief a trainer on a corporate session before agreeing scope and next steps.

The form in full

Training Request Form

Use this form to describe the corporate training session you need, who will attend, and any constraints. After you send it, we review your answers and contact you to agree scope and next steps.

  1. Your name (required)
  2. Email address (required)
  3. Phone number

Session details

Tell us the outcomes, audience, date and any constraints we should know.

  1. Do you want this on-site in Amman or online? (required)
    • On-site in Amman
    • Virtual (online)
    • Either, tell us your preference
  2. How many people will attend? (required)
  3. Preferred date or timeframe for the session
  4. What parts of your policies, systems or processes must we include?
  5. What do you need from us before the session?
  6. Will the group mix managers and junior staff together? (required)
    • Yes, mixed levels
    • No, single level group

Questions about this form template

What should a training request form include?

A training request form usually covers the outcomes you want, who’s attending, when you want the session, and any constraints the trainer needs to plan around. This one also asks about delivery format, attendee count, internal policies or processes to include, and whether the group mixes seniority levels.

Can a trainer run the session on-site in Amman or online?

The delivery format depends on the trainer, but the request should make the preference explicit up front. This form includes a required choice between on-site in Amman, virtual (online), or either.

How do you tailor training to a company’s policies and processes?

Tailoring starts with identifying the internal systems, policies, or process steps the session has to reflect. This form asks what must be included so the trainer can plan examples and exercises around real workflows.

What information does a trainer need before the session?

Trainers often need materials like policies, access to system screenshots, agenda constraints, and stakeholder context before delivery. This form includes an open question that captures what the requester needs from the trainer before the session, so the prep work is stated early.

Can one session work for managers and junior staff together?

Mixed-level rooms can work, but the facilitator needs to plan structure, language, and activities so neither group checks out. This form asks whether managers and junior staff will be together, so the trainer can account for it during planning.

What types of training can this request cover?

The same intake works across leadership training, compliance training, and software training because the core planning inputs stay the same. The request focuses on outcomes, audience, constraints, and required internal material, which apply no matter the topic.

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