Training Request Form

Purpose

This form is used to request training for Swedwise staff. It ensures that training investments are justified, aligned with business needs and IMS competence requirements, and properly approved before commitment.

Instructions

1. Complete Sections 1-4: Employee or manager completes request details
2. Justify: Clearly explain business need and expected outcomes
3. Submit for Approval: Route to manager and Resource Management
4. Await Decision: Approval required before booking training
5. Post-Training: Complete evaluation (SW-IMS-FRM-009) and update competence records

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Section 1: Requester Information

Field	Details
Request Date	[YYYY-MM-DD]
Requester Name
Email
Department	[ ] Customer Acquisition [ ] Customer Development [ ] Customer Success [ ] Resource Management [ ] Finance & Administration [ ] Management
Requester Role	[ ] Employee (requesting for self) [ ] Manager (requesting for team member) [ ] Resource Manager (competence planning)

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Section 2: Training Participant

Field	Details
Employee Name
Employee Email
Employee Role/Title
Employment Type	[ ] Permanent [ ] Contractor [ ] Temporary
Tenure at Swedwise
Reports to (Manager)

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Section 3: Training Details

3.1 Training Information

Field	Details
Training Title
Training Provider	[Organization, institution, vendor]
Training Type	[ ] External Course/Workshop [ ] Certification Program [ ] Conference [ ] Online Course (Self-paced) [ ] Online Course (Instructor-led) [ ] Webinar [ ] On-the-job Training [ ] Internal Training [ ] Mentoring/Coaching [ ] Other: _______
Delivery Format	[ ] In-person [ ] Virtual/Online [ ] Hybrid [ ] Self-paced
Training Location	[City/venue if in-person; platform if online]

3.2 Schedule and Duration

Field	Details
Proposed Training Dates	From: [YYYY-MM-DD] To: [YYYY-MM-DD]
Duration	[Hours or days]
Time Away from Work	[Days/hours employee will be unavailable]
Preferred Timing	[ ] Urgent - within 1 month [ ] Near-term - within 3 months [ ] Planned - within 6 months [ ] Flexible - as available

3.3 Training Content

Training Description/Syllabus:

[Summarize course content, topics covered, learning objectives]

Training Link/Documentation:

[URL or attach course brochure/description]

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Section 4: Business Justification

4.1 Training Need

Why is this training needed?

• Required for current role performance
• Addresses identified competence gap (ref: SW-IMS-FRM-008)
• Required for new project/assignment
• Required for career development/succession planning
• Industry certification requirement
• Regulatory/compliance requirement
• Technology/tool update
• Process improvement initiative
• Customer requirement
• Personal development
• Other: _______________________

Competence Gap Addressed:

[Reference competence assessment if applicable; describe current vs. required competence level]

4.2 Expected Benefits

How will this training benefit Swedwise?

[Be specific: Will it enable new services? Improve efficiency? Reduce risk? Enhance customer satisfaction?]

Measurable Outcomes:

[How will we know the training was effective? e.g., Able to lead customer implementations, certified on platform X, reduce support escalations by Y%]

4.3 Alignment with IMS

Does this training support IMS objectives?

• Yes - directly supports quality objectives
• Yes - directly supports environmental objectives
• Yes - directly supports information security objectives
• Yes - supports compliance requirements
• Indirect support - general competence development
• No direct IMS alignment

IMS Relevance:

[If yes above, explain how this training supports specific IMS objectives or requirements]

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Section 5: Cost Information

5.1 Training Costs

Cost Item	Amount (SEK)	Notes
Course Fee		[Include VAT]
Exam/Certification Fee
Course Materials		[Books, software, etc.]
Travel		[Flights, train, mileage]
Accommodation		[Nights × rate]
Meals & Incidentals		[Per diem]
Other Costs		[Specify]
Total Estimated Cost

Budget Code/Project: [If applicable]

5.2 Return on Investment

Estimated ROI/Value:

[Estimate business value: e.g., "Enables 100k SEK project," "Reduces incident response time by 30%," "Required for 500k SEK/month customer contract"]

Payback Period:

[How long until the training investment is recovered through improved performance/revenue?]

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Section 6: Alternative Options Considered

Have alternative, lower-cost options been explored?

Alternative	Cost	Pros	Cons	Considered?
Free online resources	0	No cost	May lack depth/certification	[ ] Yes [ ] No
Internal knowledge sharing	Low	Builds internal capability	May lack external perspective	[ ] Yes [ ] No
Group training (multiple staff)	Shared	Cost per person reduced	Scheduling complexity	[ ] Yes [ ] No
Virtual vs. in-person	Lower	Reduced travel costs	Less networking	[ ] Yes [ ] No

Why is the proposed training the best option?

[Justify choice if more expensive alternatives exist]

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Section 7: Approval Workflow

7.1 Manager Approval

Manager Review:

Field	Response
Business Need Validated?	[ ] Yes [ ] No
Employee Available for Training?	[ ] Yes [ ] No - Conflicts: _______
Work Coverage Arranged?	[ ] Yes [ ] No [ ] N/A
Cost Justified?	[ ] Yes [ ] No
Recommendation	[ ] Approve [ ] Approve with conditions (see notes) [ ] Defer to: _______ [ ] Decline (see notes)

Manager Comments:

Manager Approval:

Name	Date	Signature

7.2 Resource Management / HR Approval

Resource Management Review:

Field	Response
Aligned with Competence Plan?	[ ] Yes [ ] No [ ] N/A
Budget Available?	[ ] Yes [ ] No
Training Provider Verified?	[ ] Yes [ ] No [ ] N/A
Scheduling Feasible?	[ ] Yes [ ] No
Decision	[ ] Approve [ ] Approve with conditions (see notes) [ ] Defer to: _______ [ ] Decline (see notes)

Resource Management Comments:

Resource Management Approval:

Name	Date	Signature

7.3 CEO Approval (if required)

CEO approval required for:

• Training cost > [TBD - e.g., 50,000 SEK]
• International travel
• Extended absence (> 1 week)

Field	Response
Strategic Importance	[ ] High [ ] Medium [ ] Low
Decision	[ ] Approve [ ] Approve with conditions (see notes) [ ] Defer to: _______ [ ] Decline (see notes)

CEO Comments:

CEO Approval:

Name	Date	Signature

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Section 8: Training Administration

Completed by Resource Management / HR:

Field	Details
Training Request ID	[TR-YYYY-NNN]
Approval Status	[ ] Approved [ ] Approved with Conditions [ ] Deferred [ ] Declined
Training Booked?	[ ] Yes [ ] No [ ] N/A
Booking Reference
Payment Arranged?	[ ] Yes [ ] No
Employee Notified?	[ ] Yes [ ] No
Calendar Updated?	[ ] Yes [ ] No [ ] N/A
Competence Record Updated?	[ ] Yes - Pre-training [ ] Pending post-training

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Section 9: Post-Training Follow-Up

Completed after training:

Field	Details
Training Completed?	[ ] Yes - Fully [ ] Yes - Partially [ ] No - Cancelled [ ] No - Employee did not attend
Completion Date	[YYYY-MM-DD]
Certification Achieved?	[ ] Yes [ ] No [ ] N/A
Certificate/Credential	[Title, number, expiry date]
Evaluation Completed?	[ ] Yes (ref: SW-IMS-FRM-009) [ ] No [ ] N/A
Knowledge Transfer Planned?	[ ] Yes - details: _______ [ ] No [ ] N/A
Competence Record Updated?	[ ] Yes [ ] No
Effectiveness Verified?	[ ] Yes [ ] No [ ] Pending (30/90 days)

Actual Total Cost: _______ SEK

Variance from Estimate: _______ SEK

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Notes for Users

When to Submit a Training Request

Submit a training request when:

• You identify a competence gap affecting job performance
• You need certification/qualification for a customer project
• New technology or process requires formal training
• Regulatory or contractual requirements mandate training
• Career development opportunity arises aligned with business needs

Approval Timeframes

Target approval timeframes:

• Standard Request: 5 working days
• Urgent Request: 2 working days (subject to availability)
• High-Cost Request (>50k SEK): 10 working days (requires CEO approval)

Plan ahead: Submit requests at least 4 weeks before desired training date to allow for approval and booking.

What Makes a Strong Request

Strong justification includes:

• Clear link between training and business need
• Specific competence gap or requirement
• Measurable outcomes/benefits
• Realistic cost-benefit analysis
• Evidence of due diligence (alternatives considered)

Weak justification:

• "This looks interesting"
• "Everyone else is getting training"
• Generic "professional development" without specifics

Cost Guidelines

Typical Approved Training Costs:

• Technical Certifications: 10,000 - 30,000 SEK
• Industry Conferences: 15,000 - 50,000 SEK (including travel)
• Multi-day Courses: 20,000 - 60,000 SEK
• Online Courses: 1,000 - 10,000 SEK
• Webinars: 0 - 5,000 SEK

Cost thresholds may vary based on business criticality and ROI.

Training Budget

Swedwise allocates training budget based on:

• Individual entitlement: [TBD - e.g., 15,000 SEK per employee annually]
• Departmental budgets: Managed by department heads
• Strategic initiatives: Separate budget for company-wide priorities

Budget availability does not guarantee approval—business justification is still required.

Post-Training Expectations

After completing approved training, employees should:

1. Complete evaluation (SW-IMS-FRM-009) within 1 week
2. Share knowledge with team (presentation, documentation, lunch & learn)
3. Apply learning in work activities
4. Update competence records with new skills/certifications
5. Provide evidence of effectiveness (e.g., successfully leading projects, reduced errors)

Declined Requests

If your request is declined:

• Understand why: Request feedback from approver
• Consider alternatives: Free resources, internal training, mentoring
• Resubmit later: If circumstances change or stronger justification emerges
• Discuss with manager: Explore other development opportunities

Common decline reasons:

• Insufficient business justification
• Budget constraints
• Timing conflicts
• Alternative solutions available
• Not aligned with current business priorities

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Document Control

Version	Date	Author	Changes	Approved By
1.0	[TBD]	HR / Resource Management	Initial template creation	[TBD]

Next Review Date: [TBD]

Document Classification: Internal

Document Owner: HR / Resource Management