Totara 12 will no longer be fully supported from October 2023. Urgently consider upgrading to a later version.

Help documentation for up-to-date versions is available here.

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 20 Next »

Totara learning plans allow quick and targeted access to relevant learning, which might be conducted face-to-face or within the Totara system. Learning plans enable staff to see at a glance their progress against specific learning events and the whole plan.

Active learning plan.

Creating learning plans and templates

You can use learning plans to ensure that all of your learners have targeted learning based on their goals and training needs, delivered in a structured way based on templates. For each template, you can decide whether learners' plans can contain courses, programs, competencies, or objectives. You can view existing templates and create new templates by going to Site administration > Learning Plans > Manage Templates

You can also select different workflow settings for each template - for example, if you want learners to be in control of their learning, you can create a template with a user-driven workflow, allowing them to identify training, goals and competencies that matter to them.

You may want to consider providing new learners with learning plans to provide them with structure and help them to keep track of their essential training. Additionally, you can use learning plans to help learners to identify the steps they need to take to prepare themselves for a new role, or to progress within your organisation.

When you are ready to create a user's learning plan, you can do this from their user profile page. For each learner, you can create a tailored learning plan based on one of your templates.

If you have set up evidence types on your site, learners can upload evidence for any of their assigned courses or competencies. Once learners have completed associated courses or provided valid evidence, their manager can mark components of the learning plan as complete.


You can also include additional learning objectives to a learning plan, for training targets that either relate to the assigned courses and programs, or actions to be taken outside of your Totara site.

Objectives differ from goals in that they are directly linked to training. While goals might be more general and subjective, such as 'to improve my communication skills', objectives outline specific tasks. For example, one learner's objectives could be:

  • Complete my health and safety training within the next three months
  • Undertake Agile project management training this year
Related pages

The Totara Academy has a whole course dedicated to using Learning plans in Totara Learn. Here you can learn more on how to use learning plans, see best practice, and give it a go yourself.

Provide feedback about this page using the link in the bottom right of this page. 

Still have questions? Why not post them in the forums of the Totara Community?

  • No labels