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How to Build a Training Plan

Overview

Building a Training Plan in Brevity follows four general phases:

  1. Create the plan — give it a name, description, and folder organization if needed.
  2. Build your structure — add Chapters to group related content, and Sections within each Chapter to define individual units of practice.
  3. Add content and roleplays — for each Section, add instructional material and attach a roleplay built from your repository.
  4. Set progression rules and assign — configure opening and passing criteria for each Chapter and Section, then assign the plan to your users.

Everything saves automatically as you build. You can assign a plan before it's fully built, and add or edit content after assignment — so you don't need to have everything finalized before getting started.

Steps

1. Create the Training Plan

Navigate to Training Plans in main navigation menu. Click Create Training Plan, enter a name and description, and save. Brevity automatically creates your first Chapter and Section to get you started.

2. Build Your Chapters

Click into the first Chapter in the outline panel on the left. Give it a name and add an optional description — this is a good place for context-setting content like an intro video, a PDF overview, or written framing for what the rep will practice in this chapter.

Set the opening rule: for your first Chapter, this should be set to open when the Training Plan starts. For subsequent Chapters, choose whether the Chapter unlocks after the previous Chapter is passed, or after a specific Chapter is passed (useful for branching paths).

Add additional Chapters using Create New in the outline panel.

3. Build Your Sections

Click into a Section to open the section editor. Add instructional content in the Section Overview — text, images, video, or a PDF — then click Select a Role Play to attach a practice scenario.

You have two options for selecting a roleplay:

  • Select a Full Course — choose an existing course from your library. Select the context you want to use; Brevity will include all associated personas and topics from that course automatically. If you want to edit the topics or personas included, you can go through a Custom Build or choose to edit the role play after adding it to the Section.
  • Custom Build — select a context, topics, and personas individually from your full repository. Use this when you want to mix and match items across courses or narrow the practice scope.

Set the Section opening rule and passing criteria — a minimum score, required number of attempts, or both. These are what the rep must achieve before the next Section unlocks.

To Edit a role play you've selected, click the Edit icon on the top right corner of the Role Play to Practice section. Use the back button the pop out modal to navigate back to the course components and change your selection.

Add additional Sections using Create New in the outline panel.

Do you need some ideas for how to structure your Training Plan in Brevity? Check out these Use Case articles for guidance on setting up common programs:

Training Plan Use Cases:

4. Assign the Plan

You can assign a Training Plan within the Builder or at the main training plan table. Locate teh three dot actions menu, click Assign to open the Assignment Creator modal, search for users or groups, and confirm. Assigned reps will see the plan immediately in their My Training Plans tab.

 

Note: Assignments are created 'just-in-time' for users. Admin will not see them in the Assignments tab until a user has initiated their first practice session.

To initiate their first assignment, the user should navigate to the Training Plan page where they will see the My Training Plans tab. Click into the assigned training plan, select the first Chapter or section to get started. When you're ready, click Start Practice.

 

5. Keep your Training Plans organized in Folders

Once your first training plan is ready to go, create a Folder from the main Training Plan page to help keep your space organized. Consider using folders to segregate byworkflow ("In preparation", "Beta testing", "Live"), by type ("BDRs", "Onboarding"), or by Product line.

Frequently Asked Questions

  1. Can I upload a PDF? Yes. PDFs can be added to both Chapter and Section overviews. At this time, PDF is the only supported document format — if you have content in another format (Word, PowerPoint), convert it to PDF before uploading.

  2. Is it better to build my full course content first, or can I use existing repository items? You can do either. If your repository already has contexts, personas, and topics from prior course or assignment work, you can attach those directly to Training Plan sections without building anything new. If you're starting from scratch, the most efficient path is to complete your repository content first — contexts, personas, and topics — and then assemble your Training Plan sections from those items. Building the repository first also means that content becomes reusable across multiple Training Plans over time.

  3. Can I reuse the same roleplay content across multiple Training Plans? Yes. Repository items — contexts, personas, and topics — can be used in as many Training Plans and sections as you need. Cloning a Training Plan is also a fast way to create variations of a program without rebuilding from scratch.

  4. Can I edit a Training Plan after I've assigned it? Yes. You can add chapters, edit section content, and update passing criteria after a plan has been assigned. If you change passing criteria, be aware of the Retain Results setting in the plan's Settings tab — by default, users who already completed a section will need to re-meet any new criteria. Toggle Retain Results on if you want their prior completions to stand.

  5. What's the difference between a Chapter and a Section? Chapters are organizational groupings — they represent a phase or theme within the Training Plan (e.g., "Onboarding Week 1" or "Objection Handling"). Sections are the individual units of practice within a Chapter — each one has its own role play and passing criteria. Reps complete Sections to advance through a Chapter, and complete Chapters to advance through the plan.

  6. Do reps have to beat every persona in a Section to pass? Passing criteria apply to the section as a whole. When a Section includes multiple personas and topics, they form a practice matrix — reps cycle through the available combinations. Check with your Customer Success Manager for guidance on how to structure personas per section for your specific use case, as this affects how passing is evaluated.

  7. Can I set a due date for a Training Plan? Due dates are coming soon. They will be set at the Section level as part of the passing criteria configuration.

  8. Can I build a Training Plan without any role play in a Section? Yes. Role play is optional per Section. You can create content-only sections — for example, a Section that contains a video and a PDF overview with no practice requirement — if a particular unit is informational rather than skills-based.

  9. Is there a limit on the number of Chapters or Sections I can create? No hard limits. Structure your plan around what makes sense for your program — most teams find that 3–6 sections per chapter keeps the experience manageable for learners. The best way to determine the number of sections is to identify your target timeline for completion and how many practices you intend to require per section. If a user is expected to complete a Chapter per week with 3 completed conversations that meet your scoring threshold per section, 3-6 sections could be 9-18+ practices depending on how challenging the target score.