Training dashboard

Compliance, percent of required holdings in date: $82.14
Gap to full compliance, holdings: 60
Compliance in 30 days if nothing is booked, percent: $75.60
Overdue and expiring with no session booked: 26

The numbers on this page come from the inputs you enter and the method stated: 3,600 seconds to an hour, 52 weeks to a year, twelve months to a year, and nothing else. No industry shrinkage figure, no occupancy benchmark and no assumption about your attrition; every one of those is yours to enter.

The figures above start from a worked example ($82.14). Change any input and the answer updates as you type.

Download the Training dashboard worked example (CSV)

The Training dashboard worked on the page in Orgplanly, inputs on the left and the result beside them — The Training dashboard, rendered by Orgplanly from the example inputs; Orgplanly Pro keeps the result as a record.

A training dashboard is five numbers read from the records, and a dashboard that shows anything else is decoration. Compliance today is holdings in date over holdings required. The gap is the difference. Compliance in thirty days is what it becomes if nothing expiring is renewed. Overdue and expiring with no session booked is the list of names the site manager has to act on this week. Outstanding per person is the load spread across the workforce. This worksheet works all five from the counts you type, and Inductvo Pro reads the same five from the live records and prints them on the workspace home.

Compliance is a ratio of holdings, not of people

A person with six of seven required courses is not compliant, but counting them as non-compliant hides that the gap is one course. Working the ratio on holdings, 276 of 336 on the worked example, gives a percentage that moves with each sign-off and that an auditor recognises. The dashboard prints it, and the matrix builder on this site prints the same figure from headcount and averages when the counts are not yet known.

The thirty day figure is the one to act on

Compliance today is history; compliance in thirty days if nothing is booked is the forecast, and it is the number that gets a session booked. The worksheet takes the holdings expiring in the window off the held count and prints the result. A dashboard that only shows today's figure is a report about last month.

Unbooked is the action list

Overdue plus expiring less the sessions already booked is the count of holdings nobody has yet done anything about, and it is the figure that should be zero at the end of every week. On the worked example it is twenty-six, which is a booking task for a Monday. Pro lists the names behind the number and reminds each person's manager as their holding approaches expiry.

Training dashboard: common questions

Where do the counts come from? From the records: every person's required courses added up is the required figure, those with a sign-off dated inside the refresher period are held, and the expiry dates give the expiring and overdue counts. On a spreadsheet they are four filters; in Pro they are read automatically.

What compliance percentage should we aim for? Whatever your regulator, your standard, your insurer and your clients expect, which is usually all required holdings in date and is a question for them rather than for this worksheet. The worksheet reports the figure; the target is yours.

Does this save the dashboard anywhere? No: the sheet runs in your browser and nothing leaves it. Inductvo Pro reads the dashboard from the live records and shows it on the workspace home, per site and for the whole company.

Orgplanly Pro

Keeping what you make

The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.

Download the finished checklist or intake form as a file the client accepts
The paperwork goes out clean, without the Kickoffo watermark
Re-use the checklist for the next client instead of rebuilding it
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Export every client's onboarding at once when the account review or the buyer asks
Send the plan for review from the record, not a spreadsheet
Not part of Orgplanly today; your billing stays where it is
Not part of Orgplanly today; your ledger stays where it is

$90per month, whole team

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Orgplanly Pro renews monthly at $6.50 per user per month until you cancel; the price and renewal terms are shown before checkout.

Where the constants in this tool come from

29 CFR 1910.147(c)(7)(iv), the control of hazardous energy: the employer certifies training with each employee's name and the dates of training.

29 CFR 1910.178(l)(6), powered industrial trucks: the certification names the operator, the date of training, the date of evaluation and the evaluator.

29 CFR 1910.120(e)(6), hazardous waste operations: certification that the training and the annual refresher were completed.

Keep this plan in Orgplanly ProDefend the number: start Pro