--- title: Training Plan Templates description: Learn how to save training plans as templates and create new plans from them in Brevity. Standardize onboarding and training programs across teams. --- [Skip to content](https://support.brevitypitch.com/en-us/knowledgebase/training-plan-templates#main-content) ![](https://support.brevitypitch.com/hs-fs/hubfs/Brevlogo.png?width=200&height=51&name=Brevlogo.png) Open main navigation Close main navigation - [Contact us](mailto:support@brevitypitch.com) [Contact us](mailto:support@brevitypitch.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Brevity Knowledge Base](https://support.brevitypitch.com/en-us/knowledgebase?hsLang=en-us) 2. [Using Brevity](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us) 3. [Creating Training Plans](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#creating-training-plans) # Training Plan Templates ### What Are Templates? A template is a saved copy of a training plan's full structure — chapters, sections, descriptions, completion criteria, and settings. Use templates as a starting point for new plans so you don't have to rebuild the same program from scratch each time. Templates capture the plan's **structure only**. Assignment data, learner progress, and enrollment history are not included. --- ### Where to Find Templates Templates have their own tab in the Training Plans section. Navigate to **Training Plans** and click the **Templates** tab (alongside All Training Plans, My Training Plans, and Analytics). --- ### How to Save a Plan as a Template 1. Go to **All Training Plans**. 2. Find the plan you want to save as a template. 3. Click the **three-dot menu** (⋯) on the plan row. 4. Select **Save as Template**. 5. Update the template name if desired (it defaults to the source plan name). 6. Confirm. The template now appears in the **Templates** tab. You can save any plan as a template, including plans that are already assigned or have active learners. The template captures the current structure only. --- ### How to Create a Plan from a Template 1. Go to **All Training Plans** and click **Create Training Plan**. 2. In the creation modal, choose **From Template** (instead of New Blank Plan). 3. Select a template from the list. 4. Rename the plan if desired. 5. Click **Create**. The new plan is pre-populated with all chapters, sections, descriptions, and settings from the template. Customize anything you need before assigning it. --- ### Managing Templates - Open any template from the **Templates** tab to view or edit its structure. - **Editing a template does not affect plans already created from it.** Once a plan is created, it's fully independent of the source template. - To delete a template, use the three-dot menu and select **Delete**. Deleting a template removes it from the Templates tab. Plans previously created from that template are not affected. --- ### FAQs #### Does editing a template change plans I already created from it? No. Once a plan is created from a template, it is completely independent. Changes to the template only affect future plans you create from it. #### Can I save a template from a plan that's already assigned? Yes. The template captures the plan structure — not assignment data or learner progress. #### What exactly gets copied into the template? Chapters, sections, descriptions, opening rules, completion criteria, and practice settings. Assignment data and learner progress are not included. #### Can I delete a template? Yes. Deleting a template removes it from the Templates tab. Plans that were previously created from that template are not affected. --- #### Related Articles - [Building a Training Plan in Brevity](https://support.brevitypitch.com/en-us/knowledgebase/how-to-build-a-training-plan?hsLang=en-us) — Full walkthrough of creating a plan - [Plan Statuses: Active, Inactive & Archived](https://support.brevitypitch.com/en-us/knowledgebase/plan-statuses-active-inactive--archived?hsLang=en-us) — Save a plan as a template before archiving if you want to reuse the structure later - [New Features and Updates](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#main-content) - [Training Plans](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#training-plans) - [Meeting Analyzer](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#meeting-analyzer) - [Role Play](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#role-play) - 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