Occupations and Terms of Reference › Training and education manager
Universal terms of reference · POS-166 · version 1.0 · status: draft · next review 2027-10-27
Training and education manager
To plan and run training and education for staff, so that everyone has the knowledge and competence their role needs, and mandatory training is always current.
Each part of this page links to the related trainings, competencies and policies. The links are the same for every facility, so an organisation can see at a glance what a role requires and what it is trained in.
Job description
Job summary. You lead training and education across the organisation. You plan the training programme, track mandatory training and expiry dates, and make sure competence assessment is done fairly.
Reports to: Chief human resources officer.
Leads or supervises: Training coordinator, staff development officer and competency assessors.
What you do on a typical day
- Review mandatory training compliance each month.
- Plan the training programme with service leads.
- Approve training budgets within limits.
- Check the competence assessment process is fair and consistent.
- Report training outcomes to the CHRO each quarter.
Working conditions and demands
- Training demands are high across all services.
- Must balance training with service cover.
- Accountable for mandatory training being current.
What good looks like
- Mandatory training is current for almost all staff.
- Competence is assessed fairly and consistently.
- Training changes practice.
Place in the organogram
Reporting line, from the top: see the organogram on the Occupations page. The lines above and below this role are listed in section 3.
1. Golden rules
These rules apply in every setting.
- Public money and patient payments are handled with integrity and recorded fully.
- Staff are treated fairly, consistently and with respect.
- Confidential information about people and finances is protected at all times.
- Controls exist to prevent error and fraud, and are followed by everyone.
- Concerns about money or conduct are raised and investigated without reprisal.
- Decisions are recorded so that anyone can see why they were made.
- Every role has a clear procedure, and deviations are reported and corrected.
- Support teams are judged by how well they help clinical services deliver safe care.
2. Identification
| Item | Detail |
|---|---|
| Position code | POS-166 |
| ISCO-08 | 1345 (skill level 4) |
| ESCO | to map |
| Department | Human resources |
| Facility types | Hospital, Ambulatory, Transport, Medevac, Fitness, Aesthetic |
3. Reporting line and working relationships
Reports to: POS-009. Supervises: POS-167, POS-168, POS-169.
| Works with | Nature of the relationship |
|---|---|
| Chief human resources officer | Training strategy and budget. |
| Chief nursing officer | Nursing competence and education. |
| Medical director | Clinical education and revalidation. |
4. Key accountabilities
| Domain | Accountability | Evidence of delivery | Checked | Linked competencies | Linked trainings | Linked policies | Standards |
|---|---|---|---|---|---|---|---|
| Mandatory training | Makes sure mandatory training is current for all staff. | Compliance reported monthly; 95% or more current | Monthly | C-02 | T-08 | POL-SAFEG | 2 |
| Programme | Delivers the annual training programme. | Programme delivered; evaluation recorded | Annually | C-01 | T-08 | – | 2 |
| Competence | Runs fair and consistent competence assessment. | Assessment records audited | Quarterly | C-03 | T-08 | POL-EQUAL | 2 |
| Team | Leads and develops the training team. | Team appraisals completed on time | Annually | C-04 | T-08 | POL-EQUAL | 2 |
5. Decision rights
| The post holder decides | Consults or escalates |
|---|---|
| Training programme content within the approved plan | Training gaps that put patients at risk (CHRO and CQO) |
| Assessment methods within the competence framework | Major changes to training budget (CHRO and CFO) |
6. Qualifications and experience
| ID | Qualification | Mandatory | Validity |
|---|---|---|---|
| Q-01 | Degree in education, health professions or a related field | Yes | Lifetime |
| Q-02 | Training design or adult education qualification | No | Lifetime |
| ID | Experience | Minimum years | Mandatory |
|---|---|---|---|
| E-01 | Training, education or staff development leadership in a health or regulated service | 5 | Yes |
7. Training requirements
Recommended common practice. Each facility adapts the list to its national law. Essential items apply in every setting; recommended items apply where resources allow.
| ID | Training | Tier | When | Validity | Linked policies | Linked competencies |
|---|---|---|---|---|---|---|
| T-01 | Facility induction | essential | at_entry | Once | POL-WHISTLE · POL-EQUAL · POL-DATA | – |
| T-02 | Safeguarding adults | essential | periodic | Every 3 year(s) | POL-SAFEG | – |
| T-03 | Safeguarding children | essential | periodic | Every 3 year(s) | POL-SAFEG | – |
| T-04 | Data protection and confidentiality | essential | annual | Every 1 year(s) | POL-DATA | – |
| T-05 | Incident reporting and open disclosure | essential | periodic | Every 2 year(s) | POL-INC | – |
| T-06 | Governance, accountability and assurance | recommended | periodic | Every 3 year(s) | – | – |
| T-07 | Emergency and major incident command | essential | annual | Every 1 year(s) | POL-INC | – |
| T-08 | Speaking up, inclusion and equality leadership | essential | periodic | Every 2 year(s) | POL-WHISTLE · POL-EQUAL | C-01 · C-02 · C-03 · C-04 |
8. Health, fitness and language
| ID | Requirement | Frequency | Tier | Minimum in low-resource settings |
|---|---|---|---|---|
| H-03 | Fitness-to-work assessment at entry and after serious illness or injury | Every 12 months | recommended | Fitness check at entry |
| Language | Level | Mandatory |
|---|---|---|
| Official language of the country of practice | professional | Yes |
| English | working | Yes |
9. Competencies by level
| ID | Competency | Foundation | Practitioner | Expert | Assessed by | Revalidate | Linked trainings |
|---|---|---|---|---|---|---|---|
| C-01 | Training needs and programme design | Records training | Plans training for a team | Designs the training programme | Programme review | Every 12 months | T-08 |
| C-02 | Mandatory training compliance | Tracks own training | Monitors team compliance | Monitors organisational compliance | Compliance audit | Every 12 months | T-08 |
| C-03 | Competence assessment design | Takes part in assessments | Runs assessments | Designs the competence system | Assessment audit | Every 12 months | T-08 |
| C-04 | Leading learning teams | Works in a team | Leads a training team | Leads a learning culture | 360 feedback | Every 24 months | T-08 |
10. Performance evaluation
- Probation: 6 months, with a sign-off review (recommended value).
- Appraisal: every 12 months against the competencies and indicators below.
| ID | Indicator | Target | Data source | Frequency |
|---|---|---|---|---|
| PI-01 | Mandatory training current | 95% or more | training records | Monthly |
| PI-02 | Competence assessments completed on time | 100% | assessment register | Quarterly |
| PI-03 | Training evaluation scores | set by facility | evaluation survey | Annually |
11. Career ladder and promotion
| Level | Role | Minimum experience to move on | Qualifications | Competency minimums | Trainings required | Assessment |
|---|---|---|---|---|---|---|
| Executive | Training and education manager | 5 years (recommended) | Q-01 | C-01 expert, C-03 practitioner | T-08 | Executive appointment and performance review |
12. Policies the post holder follows
Each policy is a standard template that the facility adopts and adapts. Templates are maintained centrally, so every facility works from the same version.
POL-SAFEG · Safeguarding adults and children
Purpose: Protect patients from abuse, neglect and harm, and make sure every concern is recognised and acted on.
Scope: All staff, volunteers and contractors.
Key rules:
Scope: All staff, volunteers and contractors.
Key rules:
- Recognise signs of abuse and neglect and record them factually.
- Report every concern to the designated safeguarding lead the same shift.
- Do not investigate alone.
- Share information only as the safeguarding procedure allows.
POL-DATA · Data protection and confidentiality
Purpose: Keep patient and staff information private, secure and used only for care and legal purposes.
Scope: All staff who access records or systems.
Key rules:
Scope: All staff who access records or systems.
Key rules:
- Access only the records needed for your work.
- Keep records secure; do not leave screens or paper unattended.
- Do not share information without a lawful basis.
- Report any breach to the data protection officer within 24 hours.
Linked trainings: T-10 · Review every 12 months · Template 0.1 (draft)
POL-WHISTLE · Speaking up (whistleblowing)
Purpose: Let staff raise patient safety or conduct concerns without fear of reprisal.
Scope: All staff.
Key rules:
Scope: All staff.
Key rules:
- Raise a concern with your line manager or the named speaking-up officer.
- If that route fails, escalate to the board or the national regulator.
- Retaliation against anyone who speaks up is a disciplinary offence.
- Concerns are recorded, investigated and the outcome given to the person raising them.
Linked trainings: T-01 · Review every 12 months · Template 0.1 (draft)
POL-EQUAL · Equality, diversity and inclusion
Purpose: Give every patient and colleague fair access, respectful treatment and reasonable adjustments.
Scope: All staff and patients.
Key rules:
Scope: All staff and patients.
Key rules:
- Treat every person with dignity regardless of background.
- Make reasonable adjustments, including interpreters, for language and disability.
- Report discrimination through the speaking-up route.
- Monitor access and outcomes by group.
Linked trainings: T-01 · Review every 24 months · Template 0.1 (draft)
POL-INC · Incident reporting and open disclosure
Purpose: Report and learn from incidents and near misses, and tell patients honestly when things go wrong.
Scope: All staff.
Key rules:
Scope: All staff.
Key rules:
- Report every incident and near miss the same shift.
- Give the patient and family an honest account and an apology where appropriate (open disclosure).
- Take immediate action to protect others.
- Learn: contribute to the review and follow the agreed actions.
13. Standards that name this role
14. Record history
| Date | Change | Approved by |
|---|---|---|
| 2026-10-27 | Draft record, batch 1 of the position build | Awaiting approval |