AI Literacy and Training Plan

How to use this document

• What it is for. This is a base role-based AI training plan, with profiles, levels, content, frequency, competency assessment and an attendance and competency log that serves as evidence of the measures taken to support staff AI literacy.
• Who should own it. Usually HR or the training function, with the AI committee or AI governance function responsible for content. Enter the function in [RESPONSIBLE FUNCTION] and the person in [OWNER].
• Decisions to take first. Decide which profiles exist in your organization (Section 4), which modules you deliver in-house and which through third parties (Section 5), the pass mark for assessments (Section 8), where the log is kept (Section 9) and whether basic training is a condition for access to AI tools (Section 10).
• Modules and level. In "Module selection," choose the level (Basic, Standard or Reinforced) and the deployment profiles P1 to P5 that apply to your organization. The Basic level (Section 4.1) works as a complete plan for small organizations.
• Fields to complete. Replace the bracketed fields, adjust the indicative durations and frequencies, and complete the annual plan (aid H).
• Country variants. This document has no country variants. Use "Related regulatory references" to check whether any law applicable to your organization requires additional content or records, for example for people who design or manage automated customer service tools.
• Review. Have HR and legal review the handling of log data, the interaction with employment law and, where applicable, information to worker representatives.
• Approval and publication. Have it approved by management or the AI committee, record the approval in "Version history," share the plan with team leads and publish the schedule of the first edition.

Module selection

Your situation	Keep
Basic level: fewer than about 50 people, only purchased AI tools (P1), no special-category data and no decisions about people	Sections 1 to 3, Section 4.1, module 5.1 (P1), Sections 9, 10, 13 and 14 and aids A, C, D, E and "Related documents." You may delete Sections 4.2 to 8, 11 and 12
Standard level (default)	All unmarked content and the deployment-profile modules that apply
Reinforced level: any High-risk system, regulated sector or profiles P3 to P5 in production	All unmarked content, the profile modules that apply and the paragraphs marked Reinforced
P1. Uses assistants or AI features inside purchased software	Module 5.1
P2. Integrates models through APIs or RAG	Module 5.2
P3. Hosts models on its own or rented infrastructure, including open-weight models	Module 5.3
P4. Trains or fine-tunes models	Module 5.4
P5. Uses agents that act in systems	Module 5.5

Deployment profiles are cumulative: a P1 and P5 organization keeps modules 5.1 and 5.5. Delete the sections, modules and level paragraphs that do not apply to your organization.

AI Literacy and Training Plan

Field	Value
Organization	[LEGAL ENTITY NAME]
Owning function	[RESPONSIBLE FUNCTION]
Plan owner	[OWNER]
Content owner	[AI COMMITTEE]
Approved by	[APPROVED BY]
Plan period	[DATE] to [DATE]
Review frequency	[REVIEW FREQUENCY]
Contact	[AI GOVERNANCE EMAIL]

1. Purpose

1.1 This plan sets out how [ORGANIZATION NAME] trains its staff and those who operate AI systems on its behalf to use AI with judgment, understand its capabilities, limitations and risks, apply internal policies and know when to intervene and whom to escalate to.

1.2 It also sets out how each person's attendance and acquired competency are recorded, as evidence of the measures taken.

2. Scope

2.1 The plan applies to:

a) all employees, managers and interns who use AI tools or systems in their work;
b) those who design, develop, integrate, buy, oversee or audit AI systems;
c) contractors, seconded staff and vendors that operate AI systems on behalf of the organization, under Section 12.

2.2 People who do not use AI receive, at a minimum, the general awareness module.

2.3 This plan and its log (Section 9) are the organization's single source of AI training records. Other AI governance documents point to them and do not keep training records of their own.