Training Plans: turn a skill gap into a dated plan

What Training Plans is

A training plan is a short, dated checklist for one team member: the skill gap it closes, the certification it leads to (if any), a due date, and the ordered steps to get there. You build it by hand, step by step, and check steps off as your tech completes them. There is no document to forward and nothing to ingest here. Training Plans does not read your inbox or your job files for this one, it is a place to write down the plan you already have in your head so it does not live only there.

This is individual team-member data. It stays inside your own roster view and is never anonymized or contributed to Verinode's peer intelligence layer, unlike benchmark-facing data elsewhere on the platform.

Where to find it

Open Team from the sidebar (/team). In the Take Action row you will find a set of tiles for the things you actively build for your crew: DISC, Performance Reviews, Training Plans, Skill Matrix, and Career Path. Click the Training Plans tile (it reads "Turn a skill gap into a dated plan" under the title) to open the deck.

The deck opens as an overlay with up to three tabs across the top:

• Overview, always present. Orients you to what the deck does before you build anything.
• In progress, only appears once you have at least one active plan. Its label carries a count, e.g. "In progress (2)".
• Build a plan, always present. The form where you create a new plan.

You can also skip straight to the form: the deck's primary button, Build a training plan, opens the deck directly on the Build a plan tab.

The Overview tab

The Overview tab always shows two things:

• What you'll get. A worked example so you can see the shape of a finished plan before you write your own: a sample "Water Restoration Technician" plan with three steps, "Complete the WRT coursework" (Online), "Pass the written exam" (Proctored), and "Log supervised field hours" (On the job). The caption underneath reads "Example plan. Steps check off as your team completes them." This is a sample, not one of your real plans.
• Your plans once you start. Until you have built a plan, this section shows two placeholder rows describing what will appear here: "Plans in progress, with their steps" and "Completed plans and the certs they earned." These are not real data, they are a preview of the two views this deck will eventually hold: active plans with their steps, and finished plans with the certification each one earned.

The Build a plan tab

This is the form. Every field:

• Team member. A dropdown of your current roster, each option showing the member's name and, if set, their role after a center dot (for example, "Maria Alvarez · Field Technician"). It defaults to the first member on your roster. If you have no team members yet, the whole tab instead shows: "Add a team member first. Training plans build on your roster." You cannot create a plan without a roster to attach it to.
• Plan. The plan's title, required. The placeholder example is "Water Restoration Technician path," a stand-in showing the kind of title to use, not a suggested value.
• Leads to (optional). The certification this plan is working toward, for example "IICRC WRT." Free text, not validated against a certification list, purely descriptive.
• Due (optional). A date picker for the plan's target completion date.
• Skill gap (optional). A short free-text note on what the plan closes, placeholder "What this closes." This is the "why" behind the plan, kept separate from the title so the title can stay short.
• Steps. Three blank step fields to start (placeholders "Step 1," "Step 2," "Step 3"), each free text. Click + Add a step to add more rows. Empty step fields are dropped silently when you save, so you do not need to delete unused blanks yourself.

Click Build the plan to save. The button stays disabled until you have typed a plan title, and shows a loading state while saving. If you try to save without picking a team member or entering a title, the form shows "Pick a team member and a title." above the button and does not save. On a successful save, the plan is created with every step unchecked, the page refreshes so the new plan shows up under In progress, and the form clears itself (member selection stays where you left it; title, certification, due date, skill gap, and steps reset to three blanks) so you can start the next plan right away.

The In progress tab

This tab lists every plan that is not yet complete, one block per plan, each showing:

• Title, bold, at the top.
• Meta line underneath, in this order: the team member's name, then, if set, "· leads to [certification]," then, if set, "· due [date]." The date prints exactly as you entered it (for example "due 2026-08-15"). A plan with no certification and no due date shows only the member's name.
• Percent complete, top right, calculated as completed steps divided by total steps, rounded to the nearest whole number, shown with a percent sign (for example "33%"). A plan with zero steps shows 0%.
• Steps, listed below, each as a clickable row: a small square checkbox on the left and the step's label on the right. An unchecked step shows an empty outlined square and the label in full color. A checked step shows a filled green square with a checkmark and the label in gray with a strikethrough.
• Remove plan, a small muted link under the steps. Turns red on hover as a signal that the action is destructive.

Click any step to toggle it. The change saves immediately and the list refreshes to reflect the new percentage. There is no separate "save" step, checking a box is the save. Click a checked step again to uncheck it if you toggled it by mistake.

Once every step on a plan is checked, the plan is complete and drops off the In progress tab (a plan with zero steps never auto-completes this way). If you later uncheck any step on a completed plan, it becomes active again and reappears here. There is currently no separate "completed plans" view in this deck, once a plan clears every step it simply stops appearing in this list; use the certification field beforehand if you want a durable record of what it led to.

Click Remove plan to delete a plan entirely. This is immediate and permanent, there is no undo and no confirmation step, so use it deliberately rather than as a way to "hide" a plan you might want back.

How to use it

1. 1Open Team (/team), find the Training Plans tile in the Take Action row, and click it (or use the Build a training plan button to jump straight to the form).
2. 2On Build a plan, pick the team member the plan is for, give it a short title, and, if relevant, note the certification it leads to and a due date.
3. 3Add a one-line skill gap if it helps explain why the plan exists, then fill in the steps in the order the tech should complete them, adding rows with + Add a step for anything beyond the first three.
4. 4Click Build the plan. It lands on the In progress tab immediately.
5. 5As the tech works through it, come back to In progress and check off each step as it is finished. Watch the percentage climb.
6. 6When the last step is checked, the plan quietly completes and drops off the list, its certification field is your record of what it led to.

Empty states

• No plans built yet. The In progress tab does not appear at all, only Overview and Build a plan show. The Overview tab's "Your plans once you start" section carries the two placeholder lines described above instead of real rows.
• No team members on the roster. The Build a plan tab shows "Add a team member first. Training plans build on your roster." in place of the form. Add someone to your team roster first, then come back to build the plan.

Best-practice example

Say your Water Restoration Technician certification is expiring for one of your field techs. Open Team, click Training Plans, and on Build a plan pick that tech, title it "WRT recert," set "Leads to" to "IICRC WRT" and "Due" to the certification's expiry date. Add the real steps: retake the coursework module, schedule the proctored exam, log the supervised hours your state requires. Save it, and it shows up on In progress at 0%. As the tech clears each step, check it off, the percentage moves, and the due date stays visible in the meta line so nobody loses track of the deadline. Once the last step is checked, the plan completes and the "leads to" field is your note of what the tech is now certified in.

Data and privacy

Everything in Training Plans, the plan title, the skill gap, the certification, the due date, and every step, is written by you and stored against your own operator record. It never flows into Verinode's peer benchmark or intelligence layer, and it is never sold or shared with carriers. It exists purely so your own team's development plans have somewhere durable to live.

Related

• Skill Matrix, for spotting the coverage and bench-depth gaps a training plan is usually built to close
• Career Path, for the longer-horizon growth plan a training plan's certification often feeds into
• Performance Reviews, for the review cycle where training progress typically gets discussed
• DISC, the other Team Take Action tile for understanding how a team member works