People & Operations Standard

Training requirement assessment & execution

When someone needs training, we plan it, get it approved in writing, pay upfront only if the provider requires it (common for webinars and courses), run the session, collect short write-ups, keep files in order, and settle payment with Accounts. Plain-language walkthrough below.

Triggered by
Department identifies a training need
Approval gate
Dept head signs off in writing before spend
Mode
Online or in person
Scale
12 steps · 1 decision · optional advance pay
Phases
Planning
Approval
Advance pay (if needed)
Execution
Recording & closure
The flow — click a box to read more
Blue solid = approved into run · Blue dashed = skip step 6 when no advance payment is needed
Pick a step

You will see who does it, by when, and what it means in plain words.

Who does what
Spotting the need
The department
Raises the need and suggests who should attend.
Plan & paperwork
Department head
Plans the training (including pay-before vs pay-after), gets written approval, triggers advance pay when needed, collects summaries, keeps the file.
Payment
Accounts
Pays in advance when the plan says so (webinars/courses), or after training when terms allow — keeps payment records.