COMPLETING YOUR TRAINING PLAN

COMPLETING YOUR TRAINING PLAN (FORM DS-7002) 

The primary purpose of the training plan (form DS-7002) is to demonstrate that the intern or trainee will be under continuous supervision throughout the course of his or her training, and will progress through various stages of development that are not duplicative of prior work experience.

We will be looking to easily understand what your company does and the nature of the experience you are offering to the applicant. The DS-7002 also serves as an agreement between the host organization and the participant about the kind of tasks and objectives that will be completed during the program. Finally, the document demonstrates the correlation between the training and the participant’s background.

The DS-7002 will be reviewed by CIEE, as well as by a U.S. Consular Officer during the applicant’s mandatory visa interview. For this reason, it is essential that you take the time to carefully consider the training you intend to provide.

DS-7002 instructions for host organizations

For your convenience, the DS-7002 Training/Internship Placement Plan is generated through CIEE’s online portal. Your applicant will share the website link to the portal when the DS-7002 is ready for completion.

The same DS-7002 form is used for training programs and extensions to existing programs. Most parts are self-explanatory; however, some areas deserve special attention. All sections of the DS-7002 Training/Internship Placement Plan should be fully completed by the host organization supervisor.

If you need help filling out the DS-7002, please download our step-by-step guide. You can also download the instructional version of the form, which includes field descriptions. If any questions remain, please contact CIEE at 1-888-369-1620, or send us an email.

Phases of training

Interns and trainees benefit most when their programs offer a clear progression of skill development. To accommodate this, the training plan lets you define separate training “phases” that connect one skill to the next. Shorter programs may have only one phase, while longer programs require more phases. Even when only one phase is required, host organizations should consider additional phases to add value to the professional development they provide to participants.

Certain industries, such as hospitality, must follow special phase requirements.

How many phases must a training plan have?

  Intern General Intern Hospitality Trainee General Trainee Hospitality
Duration of Training

Training Plan Phase Requirements

0-3 months 1+ 1+ 1+ 1+
3-6 months 1+ 1+ 2-3+ 2+
6-12 months 1+ 3+ 2-3+ 3+
12-18 months N/A N/A 3+ N/A

Explanation of DS-7002 fields

Below you’ll find descriptions of each section of the DS-7002 to assist you in accurately completing it. A sample DS-7002 is also available to help you understand what information should be covered in each section.  

Section 1: Participant Information

This section covers basic information, such as name, field of study or profession, and desired program dates.

Section 2: Site of Activity Information

This section covers details about the host organization.

Hours per week
Interns and trainees are required to train for at least 32 hours per week.

Employer ID number
Your organization must have an Employer ID number before hosting.

Workers’ compensation
The insurance provider name and policy number must be provided.

Number of full-time staff members
Indicate the number companywide in the United States.

Annual revenue
Indicate the company’s annual revenue, companywide in the United States.

Section 3: Contract Agreement

Review the terms, then sign and date where indicated. All fields relating to the sponsor should be left blank; these are for CIEE use only.

Section 4: DS-7002 Training/Internship Placement Plan

This section is where the host organization supervisor outlines the professional development program, including roles and responsibilities, goals, and what will be learned.

If your program includes multiple training phases, the plan should include a completed Section 4 for each phase. See detailed instructions.

Brief description of the participants’ role
Provide a high-level description of the training.

Specific goals and objectives for this phase
This section should answer what the participant will learn and accomplish, not what the participant will do for the company. This is a subtle but important difference. These are high-level goals for the program, not the details of what will be taught.

What specific knowledge, skills, or techniques will be learned?
Support the answer above with greater detail.

What plans are in place for the intern or trainee to participate in American cultural activities?
Indicate specific kinds of intentional cultural exchange that will be delivered as part of your intern or trainee’s experience; it is not enough to simply allow him or her to be incidentally involved in American culture. Examples include: conferences/lectures, dinner at a colleague’s home, concerts, company-sponsored events (bowling, golfing, softball, parties, etc.), sporting events, museum visits, BBQs/picnics, cultural festivals, and participation in company clubs/groups.

How, specifically, will the skills, knowledge, or techniques be taught?
Be specific about the development activities in which the intern or trainee will engage. There may be a classroom component, or perhaps the participant will shadow a staff member through various tasks and responsibilities. Be sure that the training you provide is relevant to what participants need to learn, as stated in previous sections.

Methods of supervision. Who will provide daily supervision of the intern/trainee, and what are his or her qualifications to impart the planned learning during this phase?
Include the name of the supervisor listed in Section 2, along with this person’s title and qualifications. This is about supervision, not about evaluation. You can list where and how often the supervisor and participant meet, what will be discussed, and how these meetings align with the training objectives. You also could list how and when the participant can reach out to the supervisor.

Methods of performance evaluation. How will the intern/trainee's acquisition of new skills and competencies be measured during this phase?
Describe how you will evaluate the participant’s performance against the goals and objectives stated in the training plan.

Final page: additional host organization information

The last page of the DS-7002, generated by CIEE, includes information required by the U.S. Department of State. You must fully complete this page. The information you provide plays an important role in determining your eligibility.