RPA Training Template and Checklist
A ready-to-run RPA skills program and the rollout checklist to go with it. Build the fundamentals, then see which teams can design, build and govern bots.
Reviewed by Pradeep Arora, Chief Strategy Officer
- A seven-module RPA program from process selection to Centre of Excellence governance
- A rollout checklist mapped to your platform and CoE goals
- A team proficiency matrix that shows where RPA skills are thin
- A learning calendar and an RPA-readiness plan
What is inside
- A seven-module RPA skills program, with audience and outcome for each session.
- A 10-point rollout checklist you can map to your platform and CoE goals and mark off as you go.
- A team proficiency matrix that scores each team and shows where RPA skills are thin.
- A learning calendar and an RPA-readiness plan so skills keep building through the year.
Who it is for
Anyone who has to plan what people learn, and answer for whether it landed.
- L&D and training teams
- People managers and team leads
- Heads of function and department
- HR business partners
- Compliance and risk teams
- Onboarding and enablement teams
- Operations and delivery leads
- COOs and HR directors
How to use this template in 4 steps
- Pick your format. Download the PDF to share, the Word file to edit, or the Excel file to work in live. All three are free.
- Make it yours. Adapt the sections, fields and wording to your team, roles and process so it fits how you actually work.
- Put it to work. Fill it in, circulate it to stakeholders for sign-off, or roll it out to your team.
- Track and improve. Review it on a set cadence and refine it as your goals, roles and priorities change.
What is inside
- A seven-module RPA skills program, with audience and outcome for each session.
- A 10-point rollout checklist you can map to your platform and CoE goals and mark off as you go.
- A team proficiency matrix that scores each team and shows where RPA skills are thin.
- A learning calendar and an RPA-readiness plan so skills keep building through the year.
Adapt the modules and checklist to your own RPA platform and governance goals. This is a starting structure to build from, not a substitute for your platform team's standards. It is not legal or financial advice.
The training program template
Seven modules covering the fundamentals every RPA team needs, vendor-neutral so the concepts carry across the major RPA platforms. Run the full set for new joiners, then use the developer track and CoE governance module through the year.
| Module | Audience | Duration | What it must cover |
|---|---|---|---|
| 1. What RPA is | All learners | 25 min | How software bots mimic user actions, attended versus unattended, and where RPA fits against APIs and other automation. |
| 2. Selecting the right process | All learners | 30 min | Stable, rule-based, high-volume candidates, and scoring processes for suitability and value. |
| 3. Bot design basics | All learners | 35 min | Mapping a process, breaking it into steps, reusable components and designing before you build. |
| 4. Building a bot | All learners | 35 min | Recorders, activities, selectors and variables, built as a hands-on first bot. |
| 5. Exception handling and resilience | All learners | 30 min | Business and system exceptions, retries, logging and alerts, so a failure is caught not hidden. |
| 6. Testing and deployment | Developers | 45 min | Test cases, version control, orchestrator queues and deploying attended and unattended bots. |
| 7. Centre of Excellence and governance | By role | 30 min | A bot register, ownership, change control, credentials handling and a knowledge check. |
Delivering the modules and labs through an LMS gives you dated completion per person and per team, the evidence a CoE lead or an audit asks for.
The rollout checklist
Ten steps to get RPA training live and keep the bot fleet healthy. Tick items to track your own progress, it stays in this browser. The download has the same list with an owner column.
- Skills baseline assessment run before trainingAssessmentBefore launch
- What RPA is and where it fits covered for allFundamentalsPer cohort
- Process selection and scoring method taughtProcessPer cohort
- Bot design and build basics trainedBuild skillsOngoing
- First bot built in a sandbox environmentLabsPer cohort
- Exception handling and logging made standardResilienceOngoing
- Testing and deployment practices assigned to developersRole-basedOngoing
- Bot register, owners and credentials handling set upGovernanceOngoing
- Proficiency tracked by team, not just company-wideGovernanceOngoing
- CoE review and refresher scheduledGovernanceAnnual
The most common gap is exception handling and ownership. A company-wide completion number can hide a fleet of brittle bots, and a brittle unattended bot is the one that fails silently overnight.
Team proficiency at a glance
The checklist tells you what is missing overall. This matrix tells you which teams are behind. Score each team on the five RPA skills that matter most. In Excel the readiness and gaps calculate as you type.
| Team | People | Process select | Bot design | Bot build | Exceptions | Governance | Ready |
|---|---|---|---|---|---|---|---|
| RPA CoE / developers | 20 | 2 | 2 | 2 | 2 | 2 | 100% |
| Finance ops | 60 | 2 | 1 | 1 | 1 | 1 | 60% |
| Shared services | 80 | 2 | 1 | 1 | 0 | 1 | 50% |
| Customer operations | 70 | 1 | 1 | 1 | 1 | 0 | 40% |
| HR ops | 30 | 1 | 1 | 0 | 0 | 0 | 20% |
| Coverage at required | 60% | 20% | 20% | 20% | 20% | 54% |
Shared services and HR ops are the exposure here: building bots but weak on exception handling and governance, which is exactly how an unattended bot fails without anyone noticing.
The learning and CoE calendar
| Timing | Action | Owner |
|---|---|---|
| On joining | Modules 1 to 5 in the first fortnight, with sandbox access. | L&D and CoE |
| Monthly | Review completion, the bot register and proficiency by team. | CoE lead |
| Quarterly | Run a build clinic and review bot health and failures. | RPA CoE |
| For developers | Deep dive on testing, deployment and orchestrator. | CoE and L&D |
| Per bot | Confirm an owner, exception handling and monitoring before go-live. | CoE lead |
| Annual, all learners | Refresher on the platform and governance and a knowledge check. | L&D |
How to run it
- Baseline current RPA skills
Run a short assessment so you can show the change and target the gaps.
- Teach process selection before the canvas
Learning to pick a stable, rule-based process matters more than any one activity or control.
- Segment by role
Analysts, developers and reviewers need different depth, so route them to the right modules.
- Track proficiency by team
Roll it up per team so a team that cannot handle exceptions or govern bots is visible early.
- Make exception handling and testing standard
Every bot handles exceptions, is tested and has an owner, because an unmonitored bot is a future incident.
- Stand up a CoE and review monthly
Keep a bot register and review completion, ownership and bot health each month.
Frontline teams reach 45 percent-plus completion on Disprz when training is delivered in short, mobile modules, the format this program is built for.
Common mistakes this pack prevents
- Teaching the canvas but not how to pick a stable process, so bots break every time a screen changes.
- A company-wide completion number that hides a team that cannot handle exceptions.
- Bots with no owner, so nobody knows who fixes them when they fail.
- Skipping exception handling, so an unattended bot fails silently overnight.
- No bot register or records, so there is nothing to show a CoE lead or an audit.
Which format should you use?
| Format | Best for | What is inside | Editable | Size |
|---|---|---|---|---|
| Sharing and print | The full template, formatted to print or circulate | No | 55 KB | |
| Word | Editing the wording | Every section as editable text you can adapt | Yes | 86 KB |
| Excel | Filling it in live | The grid and fields set up as a working spreadsheet | Yes | 65 KB |
Questions people ask
Is this RPA training tied to a specific platform?
How long does an RPA fundamentals program take?
What is an RPA Centre of Excellence?
Can I adapt the modules and checklist?
Do I have to fill the form three times?
RPA only scales when teams can build and govern bots safely. That is the part we run.
Bring your teams to a 30-minute working session. We will show how Disprz delivers RPA training in short mobile modules, pairs them with labs, and rolls proficiency up by team, so your next CoE review or audit is a two-minute export.