1. Requirements:
1
2
3
4
5
Requirements
Estimated
Q1
Estimated
Q2
Estimated
Q3
Estimated
Q4
Actual
Q1
Actual
Q2
Actual
Q3
Actual
Q4
Trained Validated
Validated
Date
Individual Learning Topics
Microsoft Excel 2010 - Online 10 5 9 Yes Yes 5/6/2015
Microsoft Visio 2010 - Online 8 No No
Internal Auditing ILF-748 SQS Auditor Training 20 No No
CS Quality Inspections 1 No No
Project Management Training - ILF-745 July 24 No No
Leadership Conference - September 24 No No
Disciplined Problem Solving - CS 1 1 Yes Yes 5/6/2015
Disciplined Problem Solving - CSR 1 1 Yes Yes 5/6/2015
Creating Training - Facilitation 1 1 Yes Yes 3/12/2015
Training Services - Facilitation 2 2 Yes Yes 3/19/2015
Daily Lean Mgmt Training - Solon, OH 8 8 Yes Yes 5/6/2015
Disciplined Problem Solving
Official Validation (Lead DPS Session)
3 No No
Elective Learning Topics
Microsoft Excel - Group 2 2 2 Yes Yes 3/25/2015
Application Database Research 4 No No
E 5S Project 4 No No
Critical Thinking 1 No No
Outlook Basic Skills 1 No No
No No
No No
No No
No No
No No
No No
No No
No No
No No
No No
No No
No No
Mandatory Training
CRM Navigation/Data Entry Training 1 No No
Distributor Policies 1 No No
Emergency Evacuation/Fire Safety 1 No No
Right to Know 1 No No
Sexual Harrassment/ Violence in Workplace 1 No No
Bailey Group Coaching 0.5 1 1 1 0.5 Yes Yes 3/18/2015
CS Value Tour - Spring Sales Meeting 1.5 1.5 Yes No
Communication Skills - Spring Sales Meeting 1.5 1.5 Yes No
All Company Meeting 16 No No
Swagelok U
SBUS-82 Quality Academy:
Swagelok Improvement System Initiator Course
0.5 No No
SBUS-83 Quality Academy:
Compliance, Assessment & Maintenance
0.5 No No
SBUS-85 Quality Academy
QMS, Certifications & Product Approvals
0.5 No No
SBUS-84 Quality Academy:
Product Quality Planning Process Overview
0.5 No No
Minimum 36 Hours/YearMinimum 7 Hours/Quarter
Individual Learning Plan - 2015
Identify terminlology and procceses related to Quality
Increase proficiency in Microsoft software in order to maintain and create documents for managing the Quality System (Excel & Visio)
Training Objectives
Name: Niki Engler
Learn & Implement Project Management Skills into assigned large projects
Increase proficiency of Quality Initiatives by integrating/implementing into the business

2. SBUS-86 Quality Academy:
Non-Conformance Process & Material Control
0.5 No No
SBUS-87 Quality Academy:
Tools of Quality
0.5 No No
SBUS-88 Quality Academy:
Problem Solving
0.5 0.5 Yes No
SBUS-127 Quality 101 0.5 0.5 Yes No
CP 101 Quality 101 No No
SSOFT-234 Getting Results w/out Authority No No
Estimated Quarterly Totals 19.5 50 75 7
Estimated Annual Total 151.5 420.8%
16.5 12 0 0
45.8% 79%
Course Goal
End of 2015 36 Topics
Courses Trained 12 Topics Complete
Courses Validated 8 Topics Validated
Completed Training Total
Validation Total

3. Validation Description
(Use to predetermine how you will demonstrate your understanding)
Pass the Final Exam (Due April 10)
Pass the Final Exam
Training Validation Sheet
Corporate Training. Validation Sheet
Training Validation Sheet
Training Validation Sheet
Training Validation Sheet
Attendee Survey - Discuss - Patrick Sign-off
Validate with Patrick
Training Validation Sheet & Discussion
Joel Assignment Completion
TBD by facilitator
TBD by facilitator
TBD by facilitator
TBD by facilitator
TBD by facilitator
Coaching Goals - Draft 1

4. 100% Test score + 1 on 1 Validation
100% Test score + 1 on 1 Validation