Describe your development policy and approval path. Makeform creates a CPD request form for the activity, learning goals, work relevance, schedule, costs, funding, and manager decision.
Send CPD requests to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a request flow, adapt it, or send the prompt into the Makeform builder. The structure is an example, not a live AI result.
Audience
Employees requesting a paid course
Format
Funding request with manager review
Prompt size
285 chars
Example form structure
Funding request with manager review
Employee, role, team, and manager
Course, provider, format, and dates
Learning objectives and role relevance
Total cost and amount requested
Course brochure or quotation
Suggested routing tags
Manager review
Budget review
Decision recorded
Separate the full activity cost from the amount requested so approvers can see other contributions.
Step 1
Propose
activity, goals, dates, and provider
Step 2
Cost
fees, expenses, and funding requested
Step 3
Review
manager fit and budget availability
Step 4
Record
decision, conditions, and next action
Why structure CPD requests
A structured request presents the development need, operational impact, and complete funding ask before a decision.
Employees connect objectives to responsibilities, development goals, and a specific skills gap.
Separate fees, expenses, and the requested contribution so the total commitment is visible.
Comments, decisions, conditions, and dates remain attached to the original submission.
Common CPD activities
Keep core questions consistent, then reveal fields for each development activity.
Provider, syllabus, delivery format, learning outcomes, dates, fees, and time away from normal duties.
Relevant sessions, registration deadlines, travel costs, cover arrangements, and a plan to share learning.
Professional-body fees, study requirements, renewal dates, assessments, and the requested employer contribution.
Participant lists, shared skills gaps, group pricing, operational impact, and an evaluation plan for the whole team.
Request workflow
Turn your CPD policy into a form employees can complete and approvers can assess consistently.
Define eligible activities, required evidence, relevance reviewers, and budget owners.
Add cost categories, departments, budget codes, and conditional travel questions.
Notify the manager or HR contact with the details needed for review.
Keep status, comments, amount, conditions, and decision date connected to the request.
Form vs email vs document
The form standardizes information for a funding decision; it does not make that decision.
Field guide
Collect enough detail to judge relevance, cost, and scheduling without asking employees to repeat information across several systems.
Requester context
Collect the information needed to assign the correct manager, HR partner, and budget owner.
Activity details
Capture the provider, format, location, schedule, and deadline, plus a brochure or quotation.
Development case
Ask for learning objectives tied to present work, a development plan, or a team gap.
Cost and funding
Itemize every cost, other contributions, and the employer share instead of recording only the fee.
Time and coverage
Ask how much work time is needed and how shifts, deadlines, or responsibilities will be covered.
Review and outcome
Record the reviewer, approved amount, conditions, next action, and any reason more information is needed.
Related tools
Connect CPD intake with training analysis, course registration, employee development, feedback, and expense reimbursement forms.
Collect applications for internal or external learning programs with consistent eligibility details.
Open toolIdentify individual and team capability gaps before selecting development activities.
Open toolCreate employee training records and intake forms around a broader learning program.
Open toolStructure career goals, development priorities, and manager conversations over time.
Open toolRegister approved learners and collect the information needed by a course organizer.
Open toolCollect receipts and itemized expenses after approved CPD travel or attendance.
Open toolFAQ
Practical answers for HR teams, training coordinators, managers, and employees setting up a professional development request process.
An employee or manager uses it to propose continuing professional development and request time, approval, or funding. It combines activity details, objectives, relevance, schedule, costs, evidence, and the decision.
Include employee and manager details, provider, dates, learning objectives, role relevance, itemized costs, amount requested, time away, workload cover, attachments, and decision fields. Use conditional questions for travel or group requests.
Yes. Keep them distinct: a manager can support the activity while a budget owner reviews the amount. Record both decisions, the approved amount, conditions, reviewers, and dates.
Ask for the capability gap, expected knowledge or skill, relevance to responsibilities or goals, and how learning will be applied or shared.
Yes. Upload quotations, course outlines, agendas, or invoices and add an event URL. Keep dates, costs, and objectives in structured fields for quick review.
Yes. Conditional sections can show travel fields for conferences, renewal dates for memberships, or participant and per-person cost fields for team training.
Yes. Makeform offers unlimited free forms and responses. Generate, edit, publish, and collect requests without a response cap; the paid tier removes the Makeform badge.
Notify the reviewer, check evidence and costs, record manager and budget decisions, and communicate conditions. Afterward, use evaluation or expense forms for learning and receipts.
Replace scattered CPD emails with one clear request.
