How to Complete the FP&M Customized Training & Development Request Form

📌 Overview

The FP&M Customized Training & Development Request Form is used to initiate new training programs or update existing ones across the Facilities Planning & Management (FP&M) division. Completing this form thoroughly ensures the Training & Organizational Development team can assess, prioritize, and schedule requests based on alignment with policy requirements, strategic initiatives, and workforce needs.

📝 When to Use This Form

• You are requesting the creation of a new training module, course, or learning resource.

• You are updating or improving an existing training program.

• You need support with instructor-led, self-paced, or hybrid training delivery.

• You require documentation or onboarding materials related to FP&M processes or systems.

🔍 Before You Begin

Gather the following information:

• Name and contact information of the requestor

• Target audience and department(s) impacted

• Policy or regulatory drivers (if applicable)

• Desired timeline and critical deadlines

• Goals, expected outcomes, and success measures

• Subject Matter Experts (SMEs) involved

• Any supporting links or documents

🧾 Form Sections & Tips for Completion

Use the guidance below to help you complete each section of the FP&M Customized Training & Development Request Form accurately and efficiently.

Basic Project Information

Clear, complete project details help us understand who is requesting the training, what is needed, and when—allowing us to route, prioritize, and respond efficiently. 

1. Project Name

Provide a short, descriptive title for your request. The title should clearly reflect the training topic or purpose (e.g., New Employee Safety Orientation or Capital Project Closeout SOP Training).

2. Requester Name

Enter the name of the individual submitting the request. This person will be the primary point of contact for follow‑up questions.

3. Department

Select the department associated with the request:

• • Office of the Associate Vice Chancellor

  • Campus Planning & Design

  • Capital Project Delivery

  • Environment, Health & Safety

  • Physical Plant

  • Real Estate Development & Administration

  • Office of Sustainability

  • Transportation Services

Choose the department most closely connected to the training need.

4. Requester Email

Enter a valid email address. This will be used for confirmations, questions, and status updates.

5. Date of Request

Enter the date you are submitting the form (MM/DD/YYYY).

6. Type of Request

Select the option that best describes your request:

• • eLearning

  • Instructor‑Led Training

  • Meeting

  • Workshop

  • Process Improvement

  • SOP Development

If you are unsure which option fits best, select the closest match.

7. Is this request based on policy requirements?

Select Yes if this training is required due to a policy, regulation, or compliance requirement. Select No if it is discretionary or improvement‑based.

8. Policy Name (if applicable)

If you selected Yes above, provide the policy name or reference (and revision date if known). This helps prioritize compliance‑driven training.

9. Ideal Completion Date

Enter your preferred completion date (MM/DD/YYYY).
Note: This date represents a desired timeline and may be adjusted based on scope, resources, and prioritization.

10. Critical Deadlines or Milestones

List any fixed dates, audits, inspections, onboarding cycles, or external requirements that affect timing.

Purpose and Objectives

Defining the problem and desired outcomes ensures the training solution addresses the right need and delivers meaningful, measurable impact. 

11. What problem does this project/request solve?

Briefly describe the issue or gap that prompted this request (e.g., inconsistent practices, safety concerns, onboarding challenges).

12. What are your primary goals or objectives?

Explain what success looks like from your perspective. Focus on outcomes such as improved knowledge, consistency, compliance, or efficiency.

13. How does this request align with organizational priorities or strategy?

Describe how this request supports FP&M or UW‑Madison priorities such as safety, sustainability, workforce development, operational excellence, or customer service.

Scope and Deliverables

Clearly describing the expected deliverables helps set shared expectations and ensures the training solution is appropriately sized and focused 

14. What are the expected deliverables?

List what you expect to be produced (e.g., training session, online module, SOP document, job aid, checklist). Clear deliverables help set realistic expectations.

Stakeholders

Identifying key subject matter experts ensures accurate content development and timely collaboration throughout the project.

15. Who will be the SME (Subject Matter Expert) for the project?

Provide the name of the individual who has content expertise and can review materials or provide guidance during development.

Risks & Dependencies

Highlighting known risks or dependencies early allows us to proactively plan around constraints and avoid delays.

16. Are there any known risks or challenges to be aware of?

Identify anything that could delay or impact the project (e.g., limited SME availability, system changes, policy updates in progress).

Success Criteria

Defining how success will be measured helps align the training design with real world outcomes and continuous improvement goals.

17. How will you measure success?

Describe how effectiveness will be evaluated. Examples include attendance, completion rates, assessments, observed behavior change, or reduced incidents.

Priority & Justification

Explaining the impact of not completing this request helps leadership understand urgency, risk, and organizational importance.

18. What will the consequences or outcomes be if this is not completed?

Explain potential impacts such as safety risks, compliance gaps, inefficiencies, or increased workload.

Additional Information

Sharing relevant documents or context helps accelerate development and ensures the training solution reflects current practices and expectations.

19. Supporting Resources or Documents

Upload or link any relevant materials that may support development (e.g., policies, SOPs, existing training, reference documents).

• • Up to 10 files

  • Maximum file size: 10MB per file

  • Accepted formats: Word, Excel, PowerPoint, PDF, images, video, audio

20. Additional Comments or Considerations

Use this space to share any additional context, background, or constraints that may help the Training & Organizational Development team understand your request.

💡 Helpful Hints

• Be as specific and complete as possible—vague requests may delay development.

• If you’re unsure how to answer a question, contact the Training & Organizational Development team for support.

• Supporting links (e.g., to policy PDFs, previous training, org charts) are extremely helpful.

• You may be contacted for follow-up or clarification before your request can move forward.

📫 Where to Submit

Submit the completed form using the link below:

👉  Customized Training & Development Request Form – Fill out form  

Once submitted, your request will be reviewed and prioritized by the Training & Organizational Development team. You will be contacted with next steps, timeline estimates, or additional questions.